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Crawford Investment Counsel’s WSFS Financial WSFS Stock Holding History

Crawford Investment Counsel’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 		$7.84M Buy
119,786
+6,280
+6% +$396K 0.13% 125
2025
Q4 		$6.27M Buy
113,506
+3,000
+3% +$164K 0.1% 139
2025
Q3 		$5.96M Sell
110,506
-2,200
-2% -$124K 0.1% 138
2025
Q2 		$6.2M Sell
112,706
-806
-0.7% -$41.9K 0.11% 135
2025
Q1 		$5.89M Sell
113,512
-500
-0.4% -$26.9K 0.1% 143
2024
Q4 		$6.06M Sell
114,012
-3,205
-3% -$174K 0.11% 142
2024
Q3 		$5.98M Sell
117,217
-470
-0.4% -$24.4K 0.1% 141
2024
Q2 		$5.53M Buy
117,687
+1,490
+1% +$66K 0.11% 132
2024
Q1 		$5.25M Buy
116,197
+4,320
+4% +$188K 0.1% 131
2023
Q4 		$5.14M Buy
111,877
+230
+0.2% +$9.02K 0.1% 130
2023
Q3 		$4.08M Sell
111,647
-1,350
-1% -$53.8K 0.09% 131
2023
Q2 		$4.26M Buy
112,997
+2,510
+2% +$89.2K 0.09% 133
2023
Q1 		$4.16M Buy
110,487
+1,080
+1% +$49.6K 0.09% 136
2022
Q4 		$4.96M Buy
109,407
+335
+0.3% +$15.8K 0.11% 118
2022
Q3 		$5.07M Buy
109,072
+7,290
+7% +$341K 0.12% 119
2022
Q2 		$4.08M Buy
101,782
+3,120
+3% +$128K 0.09% 130
2022
Q1 		$4.6M Buy
+98,662
New +$5.11M 0.09% 136

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

Crawford Investment Counsel's WSFS Position: Q1 2026 in Review

Crawford Investment Counsel increased its WSFS Financial (WSFS) stake by 5.5% in Q1 2026, buying an estimated $396K and bringing the position to 119,786 shares worth $7.84M. The position accounts for 0.13% of the portfolio, ranked #125.

Crawford Investment Counsel first reported a position in WSFS in Q1 2022 and has held it in 17 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Crawford Investment Counsel held 119,786 shares of WSFS Financial worth $7.84M as of Q1 2026.
  • Crawford Investment Counsel bought 6,280 WSFS Financial shares in Q1 2026, an estimated $396K.
  • WSFS Financial made up 0.13% of Crawford Investment Counsel's portfolio in Q1 2026, its #125 holding.
  • Crawford Investment Counsel first reported a position in WSFS Financial in Q1 2022 and has held it in 17 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.