ACB
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Aristotle Capital Boston’s WSFS Financial WSFS Stock Holding History

Aristotle Capital Boston’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 		$1.63M Sell
21,221
-7,101
-25% -$509K 0.11% 111
2026
Q1 		$1.85M Sell
28,322
-472
-2% -$29.8K 0.11% 111
2025
Q4 		$1.59M Sell
28,794
-2,524
-8% -$138K 0.09% 116
2025
Q3 		$1.69M Sell
31,318
-2,100
-6% -$119K 0.09% 119
2025
Q2 		$1.84M Sell
33,418
-6,309
-16% -$328K 0.09% 118
2025
Q1 		$2.06M Sell
39,727
-19,816
-33% -$1.07M 0.1% 117
2024
Q4 		$3.16M Sell
59,543
-3,941
-6% -$214K 0.12% 119
2024
Q3 		$3.24M Sell
63,484
-18,657
-23% -$967K 0.11% 120
2024
Q2 		$3.86M Sell
82,141
-20,878
-20% -$924K 0.13% 121
2024
Q1 		$4.65M Sell
103,019
-7,008
-6% -$305K 0.14% 121
2023
Q4 		$5.05M Sell
110,027
-15,980
-13% -$627K 0.15% 124
2023
Q3 		$4.6M Sell
126,007
-2,579
-2% -$103K 0.15% 128
2023
Q2 		$4.85M Buy
128,586
+6,360
+5% +$226K 0.15% 125
2023
Q1 		$4.6M Buy
122,226
+3,863
+3% +$177K 0.14% 128
2022
Q4 		$5.37M Sell
118,363
-4,334
-4% -$204K 0.17% 126
2022
Q3 		$5.7M Sell
122,697
-22,298
-15% -$1.04M 0.19% 124
2022
Q2 		$5.81M Sell
144,995
-2,490
-2% -$102K 0.17% 130
2022
Q1 		$6.88M Buy
147,485
+259
+0.2% +$13.4K 0.17% 129
2021
Q4 		$7.38M Sell
147,226
-8,577
-6% -$449K 0.17% 129
2021
Q3 		$7.99M Buy
155,803
+185
+0.1% +$8.32K 0.19% 129
2021
Q2 		$7.25M Sell
155,618
-3,837
-2% -$195K 0.17% 133
2021
Q1 		$7.94M Sell
159,455
-85,647
-35% -$4.12M 0.18% 130
2020
Q4 		$11M Buy
245,102
+1,129
+0.5% +$41.4K 0.26% 118
2020
Q3 		$6.58M Buy
243,973
+20,098
+9% +$567K 0.19% 122
2020
Q2 		$6.42M Buy
223,875
+17,794
+9% +$471K 0.2% 119
2020
Q1 		$5.14M Sell
206,081
-18,951
-8% -$685K 0.22% 112
2019
Q4 		$9.9M Sell
225,032
-8,237
-4% -$360K 0.27% 114
2019
Q3 		$10.3M Buy
233,269
+32,374
+16% +$1.36M 0.3% 111
2019
Q2 		$8.3M Buy
200,895
+6,813
+4% +$282K 0.26% 112
2019
Q1 		$7.49M Buy
+194,082
New +$8.07M 0.25% 114

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

Aristotle Capital Boston's WSFS Position: Q2 2026 in Review

Aristotle Capital Boston reduced its WSFS Financial (WSFS) stake by 25% in Q2 2026, selling an estimated $509K and leaving 21,221 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #111.

Aristotle Capital Boston first reported a position in WSFS in Q1 2019 and has held it in 30 quarters since. The position peaked at $11M in Q4 2020. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Aristotle Capital Boston held 21,221 shares of WSFS Financial worth $1.63M as of Q2 2026.
  • Aristotle Capital Boston sold 7,101 WSFS Financial shares in Q2 2026, an estimated $509K.
  • WSFS Financial made up 0.11% of Aristotle Capital Boston's portfolio in Q2 2026, its #111 holding.
  • Aristotle Capital Boston first reported a position in WSFS Financial in Q1 2019 and has held it in 30 quarters since.
  • Aristotle Capital Boston's WSFS Financial position peaked at $11M in Q4 2020.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.