Bailard’s WSFS Financial WSFS Stock Holding History

Bailard’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	$772K	Buy	+11,800	New	+$744K	0.02%	387
2024 Q2	–	Sell	-4,800	Closed	-$217K	–	826
2024 Q1	$217K	Buy	+4,800	New	+$209K	0.01%	670

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bailard's WSFS Position: Q1 2026 in Review

Bailard opened a new position in WSFS Financial (WSFS) in Q1 2026: 11,800 shares worth $772K. The stake represents 0.02% of the portfolio and ranks #387 among its holdings. This is a return to the name: Bailard previously reported a position in WSFS as recently as Q1 2024.

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

Bailard held 11,800 shares of WSFS Financial worth $772K as of Q1 2026.
WSFS Financial was a new Bailard position in Q1 2026.
WSFS Financial made up 0.02% of Bailard's portfolio in Q1 2026, its #387 holding.
Bailard first reported a position in WSFS Financial in Q1 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 Bailard's 13F filing for Q1 2026, filed 11 May 2026.