Fisher Asset Management
WSFS icon

Fisher Asset Management’s WSFS Financial WSFS Stock Holding History

Fisher Asset Management’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 		$14.9M Sell
227,911
-35
-0% -$2.21K 0.01% 353
2025
Q4 		$12.6M Buy
227,946
+92
+0% +$5.03K ﹤0.01% 379
2025
Q3 		$12.3M Sell
227,854
-2,067
-0.9% -$117K ﹤0.01% 384
2025
Q2 		$12.6M Buy
229,921
+132
+0.1% +$6.86K 0.01% 378
2025
Q1 		$11.9M Sell
229,789
-37,239
-14% -$2.01M 0.01% 386
2024
Q4 		$14.2M Buy
267,028
+47,028
+21% +$2.56M 0.01% 392
2024
Q3 		$11.2M Buy
220,000
+36,798
+20% +$1.91M ﹤0.01% 409
2024
Q2 		$8.61M Buy
183,202
+150
+0.1% +$6.64K ﹤0.01% 433
2024
Q1 		$8.26M Buy
183,052
+50,000
+38% +$2.18M ﹤0.01% 446
2023
Q4 		$6.11M Hold
133,052
– – ﹤0.01% 464
2023
Q3 		$4.86M Buy
+133,052
New +$5.31M ﹤0.01% 530

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

Fisher Asset Management's WSFS Position: Q1 2026 in Review

Fisher Asset Management reduced its WSFS Financial (WSFS) stake by 0.02% in Q1 2026, selling an estimated $2.21K and leaving 227,911 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #353.

Fisher Asset Management first reported a position in WSFS in Q3 2023 and has held it in 11 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Fisher Asset Management held 227,911 shares of WSFS Financial worth $14.9M as of Q1 2026.
  • Fisher Asset Management sold 35 WSFS Financial shares in Q1 2026, an estimated $2.21K.
  • WSFS Financial made up 0.01% of Fisher Asset Management's portfolio in Q1 2026, its #353 holding.
  • Fisher Asset Management first reported a position in WSFS Financial in Q3 2023 and has held it in 11 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.