Aberdeen Group
WSFS icon

Aberdeen Group’s WSFS Financial WSFS Stock Holding History

Aberdeen Group’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8M Sell
349,353
-41,724
-11% -$2.99M 0.04% 360
2026
Q1 		$25.6M Buy
391,077
+7,865
+2% +$496K 0.04% 346
2025
Q4 		$21.2M Sell
383,212
-18,517
-5% -$1.01M 0.03% 408
2025
Q3 		$21.7M Sell
401,729
-39,207
-9% -$2.21M 0.03% 406
2025
Q2 		$24.3M Sell
440,936
-83,905
-16% -$4.36M 0.04% 354
2025
Q1 		$27.2M Buy
524,841
+13,549
+3% +$730K 0.05% 309
2024
Q4 		$27.2M Sell
511,292
-109,516
-18% -$5.96M 0.05% 309
2024
Q3 		$31.7M Buy
620,808
+6,380
+1% +$331K 0.06% 290
2024
Q2 		$28.9M Sell
614,428
-25,602
-4% -$1.13M 0.06% 299
2024
Q1 		$28.9M Buy
+640,030
New +$27.9M 0.06% 319
2020
Q2 		– Sell
-637,200
Closed -$15.9M – 943
2020
Q1 		$15.9M Sell
637,200
-3,999
-0.6% -$145K 0.05% 309
2019
Q4 		$28.2M Buy
641,199
+37,704
+6% +$1.65M 0.07% 262
2019
Q3 		$26.6M Sell
603,495
-208,297
-26% -$8.76M 0.07% 261
2019
Q2 		$33.5M Sell
811,792
-148,239
-15% -$6.15M 0.07% 256
2019
Q1 		$37.1M Sell
960,031
-262,240
-21% -$10.9M 0.08% 228
2018
Q4 		$45.6M Sell
1,222,271
-268,540
-18% -$11.3M 0.11% 163
2018
Q3 		$70.3M Buy
1,490,811
+81,474
+6% +$4.19M 0.13% 149
2018
Q2 		$75.2M Buy
1,409,337
+79,039
+6% +$4.1M 0.14% 135
2018
Q1 		$63.7M Sell
1,330,298
-167,059
-11% -$8.26M 0.13% 162
2017
Q4 		$71.6M Buy
1,497,357
+57,519
+4% +$2.84M 0.14% 142
2017
Q3 		$70.2M Buy
+1,439,838
New +$65M 0.13% 151

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Aberdeen Group's WSFS Position: Q2 2026 in Review

Aberdeen Group reduced its WSFS Financial (WSFS) stake by 11% in Q2 2026, selling an estimated $2.99M and leaving 349,353 shares worth $26.8M. The position accounts for 0.04% of the portfolio, ranked #360.

Aberdeen Group first reported a position in WSFS in Q3 2017 and has held it in 21 quarters since. The position peaked at $75.2M in Q2 2018. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Aberdeen Group held 349,353 shares of WSFS Financial worth $26.8M as of Q2 2026.
  • Aberdeen Group sold 41,724 WSFS Financial shares in Q2 2026, an estimated $2.99M.
  • WSFS Financial made up 0.04% of Aberdeen Group's portfolio in Q2 2026, its #360 holding.
  • Aberdeen Group first reported a position in WSFS Financial in Q3 2017 and has held it in 21 quarters since.
  • Aberdeen Group's WSFS Financial position peaked at $75.2M in Q2 2018.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.