Bridgeway Capital Management’s WSFS Financial WSFS Stock Holding History

Bridgeway Capital 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
2026 Q1	$2.75M	Sell	42,059 -27,000	-39%	-$1.7M	0.06%	425
2025 Q4	$3.81M	Sell	69,059 -15,700	-19%	-$859K	0.08%	316
2025 Q3	$4.57M	Sell	84,759 -11,000	-11%	-$621K	0.1%	271
2025 Q2	$5.27M	Hold	95,759	–	–	0.13%	227
2025 Q1	$4.97M	Sell	95,759 -35,000	-27%	-$1.88M	0.13%	228
2024 Q4	$6.95M	Hold	130,759	–	–	0.16%	195
2024 Q3	$6.67M	Sell	130,759 -19,800	-13%	-$1.03M	0.14%	213
2024 Q2	$7.08M	Sell	150,559 -14,000	-9%	-$620K	0.17%	178
2024 Q1	$7.43M	Hold	164,559	–	–	0.15%	203
2023 Q4	$7.56M	Hold	164,559	–	–	0.16%	187
2023 Q3	$6.01M	Buy	164,559 +17,700	+12%	+$706K	0.15%	228
2023 Q2	$5.54M	Buy	+146,859	New	+$5.22M	0.13%	254
2022 Q3	–	Sell	-55,020	Closed	-$2.21M	–	1457
2022 Q2	$2.21M	Hold	55,020	–	–	0.05%	505
2022 Q1	$2.56M	Buy	+55,020	New	+$2.85M	0.05%	513
2020 Q1	–	Sell	-35,191	Closed	-$1.55M	–	1365
2019 Q4	$1.55M	Hold	35,191	–	–	0.02%	622
2019 Q3	$1.55M	Hold	35,191	–	–	0.02%	604
2019 Q2	$1.45M	Hold	35,191	–	–	0.02%	633
2019 Q1	$1.36M	Buy	+35,191	New	+$1.46M	0.02%	656
2018 Q4	–	Sell	-9,600	Closed	-$453K	–	1467
2018 Q3	$453K	Sell	9,600 -6,000	-38%	-$309K	﹤0.01%	1166
2018 Q2	$831K	Hold	15,600	–	–	0.01%	942
2018 Q1	$747K	Hold	15,600	–	–	0.01%	945
2017 Q4	$746K	Sell	15,600 -7,400	-32%	-$365K	0.01%	958
2017 Q3	$1.12M	Hold	23,000	–	–	0.01%	801
2017 Q2	$1.04M	Hold	23,000	–	–	0.01%	810
2017 Q1	$1.06M	Sell	23,000 -20,000	-47%	-$909K	0.01%	794
2016 Q4	$1.99M	Sell	43,000 -12,300	-22%	-$495K	0.03%	574
2016 Q3	$2.02M	Sell	55,300 -20,000	-27%	-$721K	0.03%	532
2016 Q2	$2.42M	Sell	75,300 -50	-0.1%	-$1.7K	0.04%	441
2016 Q1	$2.45M	Buy	75,350 +50	+0.1%	+$1.51K	0.04%	436
2015 Q4	$2.44M	Buy	75,300 +300	+0.4%	+$9.58K	0.05%	435
2015 Q3	$2.16M	Hold	75,000	–	–	0.05%	468
2015 Q2	$2.05M	Buy	+75,000	New	+$1.91M	0.04%	505
2014 Q4	–	Sell	-35,610	Closed	-$850K	–	1520
2014 Q3	$850K	Hold	35,610	–	–	0.02%	816
2014 Q2	$874K	Sell	35,610 -450	-1%	-$10.4K	0.02%	827
2014 Q1	$859K	Hold	36,060	–	–	0.02%	822
2013 Q4	$932K	Buy	36,060 +450	+1%	+$10.5K	0.03%	769
2013 Q3	$715K	Hold	35,610	–	–	0.02%	860
2013 Q2	$622K	Buy	+35,610	New	+$591K	0.02%	847

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

Bridgeway Capital Management's WSFS Position: Q1 2026 in Review

Bridgeway Capital Management reduced its WSFS Financial (WSFS) stake by 39% in Q1 2026, selling an estimated $1.7M and leaving 42,059 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #425.

Bridgeway Capital Management first reported a position in WSFS in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.56M in Q4 2023. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Bridgeway Capital Management held 42,059 shares of WSFS Financial worth $2.75M as of Q1 2026.
Bridgeway Capital Management sold 27,000 WSFS Financial shares in Q1 2026, an estimated $1.7M.
WSFS Financial made up 0.06% of Bridgeway Capital Management's portfolio in Q1 2026, its #425 holding.
Bridgeway Capital Management first reported a position in WSFS Financial in Q2 2013 and has held it in 38 quarters since.
Bridgeway Capital Management's WSFS Financial position peaked at $7.56M in Q4 2023.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.