ClearBridge Investments’s WSFS Financial WSFS Stock Holding History

ClearBridge Investments’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	$13M	Sell	168,798 -22,827	-12%	-$1.64M	0.01%	464
2026 Q1	$12.5M	Buy	191,625 +43,928	+30%	+$2.77M	0.01%	444
2025 Q4	$8.16M	Sell	147,697 -10,897	-7%	-$596K	0.01%	522
2025 Q3	$8.55M	Buy	158,594 +3,472	+2%	+$196K	0.01%	531
2025 Q2	$8.53M	Sell	155,122 -31,221	-17%	-$1.62M	0.01%	503
2025 Q1	$9.67M	Sell	186,343 -41,627	-18%	-$2.24M	0.01%	493
2024 Q4	$12.1M	Sell	227,970 -2,202	-1%	-$120K	0.01%	507
2024 Q3	$11.7M	Buy	+230,172	New	+$11.9M	0.01%	516
2023 Q2	–	Sell	-151,741	Closed	-$5.71M	–	728
2023 Q1	$5.71M	Sell	151,741 -191,815	-56%	-$8.81M	0.01%	545
2022 Q4	$15.6M	Sell	343,556 -2,044	-0.6%	-$96.1K	0.02%	463
2022 Q3	$16.1M	Sell	345,600 -62,556	-15%	-$2.92M	0.02%	451
2022 Q2	$16.4M	Buy	408,156 +23,449	+6%	+$965K	0.02%	465
2022 Q1	$17.9M	Buy	+384,707	New	+$19.9M	0.01%	483

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

ClearBridge Investments's WSFS Position: Q2 2026 in Review

ClearBridge Investments reduced its WSFS Financial (WSFS) stake by 12% in Q2 2026, selling an estimated $1.64M and leaving 168,798 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #464.

ClearBridge Investments first reported a position in WSFS in Q1 2022 and has held it in 13 quarters since. The position peaked at $17.9M in Q1 2022. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

ClearBridge Investments held 168,798 shares of WSFS Financial worth $13M as of Q2 2026.
ClearBridge Investments sold 22,827 WSFS Financial shares in Q2 2026, an estimated $1.64M.
WSFS Financial made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #464 holding.
ClearBridge Investments first reported a position in WSFS Financial in Q1 2022 and has held it in 13 quarters since.
ClearBridge Investments's WSFS Financial position peaked at $17.9M in Q1 2022.
355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.