AG
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Algert Global’s WSFS Financial WSFS Stock Holding History

Algert Global’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
Q1 		$5.68M Buy
+86,837
New +$5.47M 0.09% 404
2024
Q3 		– Sell
-6,072
Closed -$285K – 1621
2024
Q2 		$285K Buy
+6,072
New +$269K 0.01% 1141

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Algert Global's WSFS Position: Q1 2026 in Review

Algert Global opened a new position in WSFS Financial (WSFS) in Q1 2026: 86,837 shares worth $5.68M. The stake represents 0.09% of the portfolio and ranks #404 among its holdings. This is a return to the name: Algert Global previously reported a position in WSFS as recently as Q2 2024.

Algert Global first reported a position in WSFS in Q2 2024 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Algert Global held 86,837 shares of WSFS Financial worth $5.68M as of Q1 2026.
  • WSFS Financial was a new Algert Global position in Q1 2026.
  • WSFS Financial made up 0.09% of Algert Global's portfolio in Q1 2026, its #404 holding.
  • Algert Global first reported a position in WSFS Financial in Q2 2024 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.