Brown Brothers Harriman & Co’s WSFS Financial WSFS Stock Holding History

Brown Brothers Harriman & Co’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	$8.57K	Buy	131 +18	+16%	+$1.14K	﹤0.01%	1384
2025 Q4	$6.24K	Buy	+113	New	+$6.18K	﹤0.01%	1459
2023 Q2	–	Sell	-2,500	Closed	-$94K	–	1342
2023 Q1	$94K	Buy	+2,500	New	+$115K	﹤0.01%	627
2022 Q2	–	Sell	-7,200	Closed	-$336K	–	1428
2022 Q1	$336K	Buy	+7,200	New	+$373K	﹤0.01%	407
2020 Q2	–	Sell	-49,047	Closed	-$1.22M	–	1213
2020 Q1	$1.22M	Hold	49,047	–	–	0.01%	173
2019 Q4	$2.16M	Sell	49,047 -92	-0.2%	-$4.02K	0.01%	171
2019 Q3	$2.17M	Buy	49,139 +92	+0.2%	+$3.87K	0.01%	160
2019 Q2	$2.03M	Hold	49,047	–	–	0.01%	157
2019 Q1	$1.89M	Hold	49,047	–	–	0.01%	158
2018 Q4	$1.86M	Hold	49,047	–	–	0.01%	149
2018 Q3	$2.31M	Hold	49,047	–	–	0.01%	138
2018 Q2	$2.61M	Hold	49,047	–	–	0.02%	128
2018 Q1	$2.35M	Hold	49,047	–	–	0.01%	129
2017 Q4	$2.35M	Hold	49,047	–	–	0.01%	135
2017 Q3	$2.39M	Hold	49,047	–	–	0.01%	127
2017 Q2	$2.22M	Hold	49,047	–	–	0.01%	126
2017 Q1	$2.25M	Hold	49,047	–	–	0.01%	129
2016 Q4	$2.27M	Hold	49,047	–	–	0.01%	129
2016 Q3	$1.79M	Hold	49,047	–	–	0.01%	143
2016 Q2	$1.58M	Hold	49,047	–	–	0.01%	152
2016 Q1	$1.59M	Hold	49,047	–	–	0.01%	154
2015 Q4	$1.59M	Hold	49,047	–	–	0.01%	162
2015 Q3	$1.41M	Hold	49,047	–	–	0.01%	165
2015 Q2	$1.34M	Sell	49,047 -16,350	-25%	-$415K	0.01%	171
2015 Q1	$1.65M	Hold	65,397	–	–	0.01%	157
2014 Q4	$1.68M	Hold	65,397	–	–	0.01%	161
2014 Q3	$1.56M	Hold	65,397	–	–	0.01%	170
2014 Q2	$1.61M	Buy	+65,397	New	+$1.52M	0.01%	174

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

Brown Brothers Harriman & Co's WSFS Position: Q1 2026 in Review

Brown Brothers Harriman & Co increased its WSFS Financial (WSFS) stake by 16% in Q1 2026, buying an estimated $1.14K and bringing the position to 131 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

Brown Brothers Harriman & Co first reported a position in WSFS in Q2 2014 and has held it in 28 quarters since. The position peaked at $2.61M in Q2 2018. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Brown Brothers Harriman & Co held 131 shares of WSFS Financial worth $8.57K as of Q1 2026.
Brown Brothers Harriman & Co bought 18 WSFS Financial shares in Q1 2026, an estimated $1.14K.
WSFS Financial made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q1 2026, its #1384 holding.
Brown Brothers Harriman & Co first reported a position in WSFS Financial in Q2 2014 and has held it in 28 quarters since.
Brown Brothers Harriman & Co's WSFS Financial position peaked at $2.61M in Q2 2018.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2026, filed 14 May 2026.