Counterpoint Mutual Funds LLC
Mutual FundPosition in WSFS — Wsfs Financial Corp
CIK 1698461
San Diego, CA
Position in WSFS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$311,196
+$28,036 QoQ
Shares Held
4,754
-7.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Counterpoint Mutual Funds LLC holds $2,360,511 across 5 Banks - Regional names. WSFS ranks #3 (13.2% of the industry book) .
All Filings in WSFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,196 | 4,754 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $283,160 | 5,126 | Shares | Sole | 2026-02-12 | |
| 2023-03-31 | $108,617 | 2,888 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||