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 Q2	$625K	Buy	+8,140	New	+$583K	0.03%	705
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Campbell & Co Investment Adviser's WSFS Position: Q2 2026 in Review

Campbell & Co Investment Adviser opened a new position in WSFS Financial (WSFS) in Q2 2026: 8,140 shares worth $625K. The stake represents 0.03% of the portfolio and ranks #705 among its holdings. This is a return to the name: Campbell & Co Investment Adviser previously reported a position in WSFS as recently as Q4 2025.

Campbell & Co Investment Adviser first reported a position in WSFS in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Campbell & Co Investment Adviser held 8,140 shares of WSFS Financial worth $625K as of Q2 2026.
WSFS Financial was a new Campbell & Co Investment Adviser position in Q2 2026.
WSFS Financial made up 0.03% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #705 holding.
Campbell & Co Investment Adviser first reported a position in WSFS Financial in Q4 2017 and has held it in 8 quarters since.
Campbell & Co Investment Adviser's WSFS Financial position peaked at $2.22M in Q4 2025.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.