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Counterpoint Mutual Funds LLC

Mutual Fund

Position 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, 2026

Counterpoint Mutual Funds LLC holds $2,360,511 across 5 Banks - Regional names. WSFS ranks #3 (13.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 WSFS
Wsfs Financial Corp
This page
4,754 $311,196

All Filings in WSFS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $311,196 4,754
2025-12-31 $283,160 5,126
2023-03-31 $108,617 2,888