AG
WSFS icon

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
Q2 		$14.1M Buy
183,668
+96,831
+112% +$6.94M 0.17% 172
2026
Q1 		$5.68M Buy
+86,837
New +$5.47M 0.09% 404
2024
Q3 		– Sell
-6,072
Closed -$285K – 1619
2024
Q2 		$285K Buy
+6,072
New +$269K 0.01% 1140

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

Algert Global's WSFS Position: Q2 2026 in Review

Algert Global increased its WSFS Financial (WSFS) stake by 112% in Q2 2026, buying an estimated $6.94M and bringing the position to 183,668 shares worth $14.1M. The position accounts for 0.17% of the portfolio, ranked #172.

Algert Global first reported a position in WSFS in Q2 2024 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Algert Global held 183,668 shares of WSFS Financial worth $14.1M as of Q2 2026.
  • Algert Global bought 96,831 WSFS Financial shares in Q2 2026, an estimated $6.94M.
  • WSFS Financial made up 0.17% of Algert Global's portfolio in Q2 2026, its #172 holding.
  • Algert Global first reported a position in WSFS Financial in Q2 2024 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.