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GAMCO Investors’s WSFS Financial WSFS Stock Holding History

GAMCO Investors’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 		– Sell
-11,809
Closed -$652K – 1076
2025
Q4 		$652K Sell
11,809
-1,802
-13% -$98.6K 0.01% 744
2025
Q3 		$734K Sell
13,611
-2,301
-14% -$130K 0.01% 715
2025
Q2 		$875K Buy
+15,912
New +$826K 0.01% 691

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

GAMCO Investors's WSFS Position: Q1 2026 in Review

GAMCO Investors sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 11,809 shares — an estimated $652K sold.

GAMCO Investors first reported a position in WSFS in Q2 2025 and held it in 3 quarters. The position peaked at $875K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • GAMCO Investors reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • GAMCO Investors sold 11,809 WSFS Financial shares in Q1 2026, an estimated $652K.
  • GAMCO Investors first reported a position in WSFS Financial in Q2 2025 and held it in 3 quarters.
  • GAMCO Investors's WSFS Financial position peaked at $875K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.