Campbell & Co Investment Adviser’s WSFS Financial WSFS Stock Holding History

Campbell & Co Investment Adviser’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	–	Sell	-40,179	Closed	-$2.22M	–	1453
2025 Q4	$2.22M	Buy	40,179 +23,129	+136%	+$1.27M	0.11%	300
2025 Q3	$920K	Buy	17,050 +2,041	+14%	+$115K	0.07%	449
2025 Q2	$825K	Buy	+15,009	New	+$779K	0.05%	590
2024 Q4	–	Sell	-6,722	Closed	-$343K	–	1412
2024 Q3	$343K	Buy	+6,722	New	+$348K	0.03%	852
2024 Q2	–	Sell	-6,845	Closed	-$309K	–	1384
2024 Q1	$309K	Sell	6,845 -14,545	-68%	-$633K	0.03%	893
2023 Q4	$982K	Buy	+21,390	New	+$839K	0.09%	396
2018 Q1	–	Sell	-7,822	Closed	-$374K	–	540
2017 Q4	$374K	Buy	+7,822	New	+$386K	0.28%	121

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

Campbell & Co Investment Adviser's WSFS Position: Q1 2026 in Review

Campbell & Co Investment Adviser sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 40,179 shares — an estimated $2.22M sold.

Campbell & Co Investment Adviser first reported a position in WSFS in Q4 2017 and held it in 7 quarters. The position peaked at $2.22M in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Campbell & Co Investment Adviser reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
Campbell & Co Investment Adviser sold 40,179 WSFS Financial shares in Q1 2026, an estimated $2.22M.
Campbell & Co Investment Adviser first reported a position in WSFS Financial in Q4 2017 and held it in 7 quarters.
Campbell & Co Investment Adviser's WSFS Financial position peaked at $2.22M in Q4 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2026, filed 15 May 2026.