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Brandywine Global Investment Management’s WSFS Financial WSFS Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$4.48M Sell
81,019
-3,000
-4% -$164K 0.03% 382
2025
Q3 		$4.53M Sell
84,019
-3,120
-4% -$176K 0.03% 387
2025
Q2 		$4.79M Sell
87,139
-3,300
-4% -$171K 0.03% 379
2025
Q1 		$4.69M Sell
90,439
-3,510
-4% -$189K 0.03% 374
2024
Q4 		$4.99M Sell
93,949
-4,114
-4% -$224K 0.04% 361
2024
Q3 		$5.03M Sell
98,063
-2,600
-3% -$135K 0.03% 409
2024
Q2 		$4.73M Sell
100,663
-4,705
-4% -$208K 0.04% 411
2024
Q1 		$4.76M Sell
105,368
-701
-0.7% -$30.5K 0.03% 412
2023
Q4 		$4.87M Sell
106,069
-10,921
-9% -$428K 0.04% 397
2023
Q3 		$4.27M Sell
116,990
-1,822
-2% -$72.7K 0.04% 399
2023
Q2 		$4.48M Buy
118,812
+43,797
+58% +$1.56M 0.04% 400
2023
Q1 		$2.82M Sell
75,015
-87
-0.1% -$3.99K 0.02% 498
2022
Q4 		$3.41M Sell
75,102
-2,409
-3% -$113K 0.03% 466
2022
Q3 		$3.6M Sell
77,511
-3,531
-4% -$165K 0.03% 417
2022
Q2 		$3.25M Sell
81,042
-4,559
-5% -$188K 0.03% 445
2022
Q1 		$3.99M Buy
85,601
+9,235
+12% +$479K 0.03% 433
2021
Q4 		$3.83M Hold
76,366
– – 0.03% 449
2021
Q3 		$3.92M Sell
76,366
-7,635
-9% -$343K 0.03% 442
2021
Q2 		$3.91M Sell
84,001
-1,926
-2% -$98.1K 0.03% 451
2021
Q1 		$4.28M Buy
85,927
+65,355
+318% +$3.15M 0.03% 435
2020
Q4 		$923K Buy
+20,572
New +$755K 0.01% 528
2015
Q4 		– Sell
-10,680
Closed -$308K – 1005
2015
Q3 		$308K Hold
10,680
– – ﹤0.01% 655
2015
Q2 		$293K Hold
10,680
– – ﹤0.01% 679
2015
Q1 		$270K Hold
10,680
– – ﹤0.01% 687
2014
Q4 		$274K Hold
10,680
– – ﹤0.01% 701
2014
Q3 		$255K Sell
10,680
-90
-0.8% -$2.18K ﹤0.01% 666
2014
Q2 		$265K Sell
10,770
-6,000
-36% -$139K ﹤0.01% 670
2014
Q1 		$400K Sell
16,770
-300
-2% -$7.22K ﹤0.01% 646
2013
Q4 		$442K Sell
17,070
-6,000
-26% -$140K ﹤0.01% 637
2013
Q3 		$464K Hold
23,070
– – ﹤0.01% 656
2013
Q2 		$403K Buy
+23,070
New +$383K ﹤0.01% 650

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Brandywine Global Investment Management's WSFS Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its WSFS Financial (WSFS) stake by 3.6% in Q4 2025, selling an estimated $164K and leaving 81,019 shares worth $4.48M. The position accounts for 0.03% of the portfolio, ranked #382.

Brandywine Global Investment Management first reported a position in WSFS in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.03M in Q3 2024. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Brandywine Global Investment Management held 81,019 shares of WSFS Financial worth $4.48M as of Q4 2025.
  • Brandywine Global Investment Management sold 3,000 WSFS Financial shares in Q4 2025, an estimated $164K.
  • WSFS Financial made up 0.03% of Brandywine Global Investment Management's portfolio in Q4 2025, its #382 holding.
  • Brandywine Global Investment Management first reported a position in WSFS Financial in Q2 2013 and has held it in 31 quarters since.
  • Brandywine Global Investment Management's WSFS Financial position peaked at $5.03M in Q3 2024.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.