CIM
WSFS icon

Cambria Investment Management’s WSFS Financial WSFS Stock Holding History

Cambria 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
2026
Q2 		$268K Sell
3,487
-1,088
-24% -$78K 0.01% 655
2026
Q1 		$299K Buy
+4,575
New +$288K 0.02% 516

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

Cambria Investment Management's WSFS Position: Q2 2026 in Review

Cambria Investment Management reduced its WSFS Financial (WSFS) stake by 24% in Q2 2026, selling an estimated $78K and leaving 3,487 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #655.

Cambria Investment Management first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Cambria Investment Management held 3,487 shares of WSFS Financial worth $268K as of Q2 2026.
  • Cambria Investment Management sold 1,088 WSFS Financial shares in Q2 2026, an estimated $78K.
  • WSFS Financial made up 0.01% of Cambria Investment Management's portfolio in Q2 2026, its #655 holding.
  • Cambria Investment Management first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • Cambria Investment Management's WSFS Financial position peaked at $299K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.