GIM
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Glenmede Investment Management’s WSFS Financial WSFS Stock Holding History

Glenmede Investment 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
2025
Q3 		$767K Buy
14,224
+1,123
+9% +$63.4K ﹤0.01% 782
2025
Q2 		$721K Buy
+13,101
New +$680K ﹤0.01% 806

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Glenmede Investment Management's WSFS Position: Q3 2025 in Review

Glenmede Investment Management increased its WSFS Financial (WSFS) stake by 8.6% in Q3 2025, buying an estimated $63.4K and bringing the position to 14,224 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Glenmede Investment Management first reported a position in WSFS in Q2 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Glenmede Investment Management held 14,224 shares of WSFS Financial worth $767K as of Q3 2025.
  • Glenmede Investment Management bought 1,123 WSFS Financial shares in Q3 2025, an estimated $63.4K.
  • WSFS Financial made up ﹤0.01% of Glenmede Investment Management's portfolio in Q3 2025, its #782 holding.
  • Glenmede Investment Management first reported a position in WSFS Financial in Q2 2025 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Glenmede Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.