ClearBridge Investments
WSFS icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments's WSFS Position: Q1 2026 in Review

ClearBridge Investments increased its WSFS Financial (WSFS) stake by 30% in Q1 2026, buying an estimated $2.77M and bringing the position to 191,625 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #444.

ClearBridge Investments first reported a position in WSFS in Q1 2022 and has held it in 12 quarters since. The position peaked at $17.9M in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • ClearBridge Investments held 191,625 shares of WSFS Financial worth $12.5M as of Q1 2026.
  • ClearBridge Investments bought 43,928 WSFS Financial shares in Q1 2026, an estimated $2.77M.
  • WSFS Financial made up 0.01% of ClearBridge Investments's portfolio in Q1 2026, its #444 holding.
  • ClearBridge Investments first reported a position in WSFS Financial in Q1 2022 and has held it in 12 quarters since.
  • ClearBridge Investments's WSFS Financial position peaked at $17.9M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.