EARNEST Partners
WSFS icon

EARNEST Partners’s WSFS Financial WSFS Stock Holding History

EARNEST Partners’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 		$9.48M Sell
144,762
-12,902
-8% -$813K 0.04% 183
2025
Q4 		$8.71M Sell
157,664
-11,268
-7% -$617K 0.04% 190
2025
Q3 		$9.11M Sell
168,932
-14,733
-8% -$832K 0.04% 183
2025
Q2 		$10.1M Sell
183,665
-93,381
-34% -$4.85M 0.05% 181
2025
Q1 		$14.4M Sell
277,046
-27,244
-9% -$1.47M 0.07% 170
2024
Q4 		$16.2M Buy
304,290
+4,325
+1% +$235K 0.07% 171
2024
Q3 		$15.3M Sell
299,965
-11,261
-4% -$584K 0.07% 171
2024
Q2 		$14.6M Sell
311,226
-13,855
-4% -$613K 0.07% 176
2024
Q1 		$14.7M Sell
325,081
-9,165
-3% -$399K 0.07% 175
2023
Q4 		$15.4M Sell
334,246
-22,915
-6% -$899K 0.08% 181
2023
Q3 		$13M Buy
357,161
+11,519
+3% +$459K 0.08% 184
2023
Q2 		$13M Buy
345,642
+5,709
+2% +$203K 0.07% 187
2023
Q1 		$12.8M Sell
339,933
-3,772
-1% -$173K 0.07% 179
2022
Q4 		$15.6M Buy
343,705
+4,309
+1% +$203K 0.1% 177
2022
Q3 		$15.8M Sell
339,396
-2,103
-0.6% -$98.3K 0.11% 166
2022
Q2 		$13.7M Buy
341,499
+4,840
+1% +$199K 0.09% 167
2022
Q1 		$15.7M Buy
+336,659
New +$17.4M 0.09% 167

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

EARNEST Partners's WSFS Position: Q1 2026 in Review

EARNEST Partners reduced its WSFS Financial (WSFS) stake by 8.2% in Q1 2026, selling an estimated $813K and leaving 144,762 shares worth $9.48M. The position accounts for 0.04% of the portfolio, ranked #183.

EARNEST Partners first reported a position in WSFS in Q1 2022 and has held it in 17 quarters since. The position peaked at $16.2M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • EARNEST Partners held 144,762 shares of WSFS Financial worth $9.48M as of Q1 2026.
  • EARNEST Partners sold 12,902 WSFS Financial shares in Q1 2026, an estimated $813K.
  • WSFS Financial made up 0.04% of EARNEST Partners's portfolio in Q1 2026, its #183 holding.
  • EARNEST Partners first reported a position in WSFS Financial in Q1 2022 and has held it in 17 quarters since.
  • EARNEST Partners's WSFS Financial position peaked at $16.2M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on EARNEST Partners's 13F filing for Q1 2026, filed 15 May 2026.