Glenmede Trust’s WSFS Financial WSFS Stock Holding History

Glenmede Trust’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	$838K	Buy	12,804 +503	+4%	+$31.7K	﹤0.01%	797
2025 Q4	$680K	Buy	+12,301	New	+$673K	﹤0.01%	843
2025 Q1	$581K	Buy	11,200 +936	+9%	+$50.4K	﹤0.01%	859
2024 Q4	$545K	Buy	10,264 +979	+11%	+$53.3K	﹤0.01%	908
2024 Q3	$473K	Buy	9,285 +1,612	+21%	+$83.5K	﹤0.01%	951
2024 Q2	$361K	Buy	7,673 +691	+10%	+$30.6K	﹤0.01%	1003
2024 Q1	$315K	Buy	6,982 +30	+0.4%	+$1.31K	﹤0.01%	1045
2023 Q4	$319K	Buy	6,952 +965	+16%	+$37.9K	﹤0.01%	1016
2023 Q3	$219K	Buy	+5,987	New	+$239K	﹤0.01%	1080
2021 Q2	–	Sell	-11,285	Closed	-$561K	–	1321
2021 Q1	$561K	Sell	11,285 -21,582	-66%	-$1.04M	﹤0.01%	817
2020 Q4	$1.48M	Buy	32,867 +2,885	+10%	+$106K	0.01%	573
2020 Q3	$808K	Buy	29,982 +5,739	+24%	+$162K	﹤0.01%	665
2020 Q2	$695K	Buy	24,243 +7,359	+44%	+$195K	﹤0.01%	681
2020 Q1	$742K	Hold	16,884	–	–	﹤0.01%	805
2019 Q4	$742K	Buy	16,884 +11,766	+230%	+$514K	﹤0.01%	805
2019 Q3	$225	Hold	5,118	–	–	﹤0.01%	1124
2019 Q2	$211	Hold	5,118	–	–	﹤0.01%	1143
2019 Q1	$197	Sell	5,118 -190	-4%	-$7.9K	﹤0.01%	1181
2018 Q4	$201	Buy	5,308 +40	+0.8%	+$1.68K	﹤0.01%	1117
2018 Q3	$248K	Buy	5,268 +150	+3%	+$7.72K	﹤0.01%	1076
2018 Q2	$273K	Hold	5,118	–	–	﹤0.01%	975
2018 Q1	$244K	Hold	5,118	–	–	﹤0.01%	1117
2017 Q4	$244K	Hold	5,118	–	–	﹤0.01%	1117
2017 Q3	$249K	Hold	5,118	–	–	﹤0.01%	1143
2017 Q2	$234K	Hold	5,118	–	–	﹤0.01%	1155
2017 Q1	$234K	Hold	5,118	–	–	﹤0.01%	1155
2016 Q4	$237K	Hold	5,118	–	–	﹤0.01%	1162
2016 Q3	$185K	Hold	5,118	–	–	﹤0.01%	1216
2016 Q2	$164K	Sell	5,118 -271	-5%	-$9.22K	﹤0.01%	1232
2016 Q1	$174K	Sell	5,389 -12	-0.2%	-$363	﹤0.01%	1197
2015 Q4	$174K	Hold	5,401	–	–	﹤0.01%	1210
2015 Q3	$155K	Buy	5,401 +109	+2%	+$3.07K	﹤0.01%	1250
2015 Q2	$144K	Sell	5,292 -249	-4%	-$6.33K	﹤0.01%	1324
2015 Q1	$138K	Buy	5,541 +4,047	+271%	+$103K	﹤0.01%	1378
2014 Q4	$37K	Buy	1,494 +1,269	+564%	+$32K	﹤0.01%	1848
2014 Q3	$5K	Sell	225 -255	-53%	-$6.17K	﹤0.01%	2239
2014 Q2	$11K	Buy	480 +255	+113%	+$5.92K	﹤0.01%	2031
2014 Q1	$5K	Hold	225	–	–	﹤0.01%	2162
2013 Q4	$5K	Hold	225	–	–	﹤0.01%	2127
2013 Q3	$4K	Hold	225	–	–	﹤0.01%	2082
2013 Q2	$3K	Buy	+225	New	+$3.73K	﹤0.01%	2065

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glenmede Trust's WSFS Position: Q1 2026 in Review

Glenmede Trust increased its WSFS Financial (WSFS) stake by 4.1% in Q1 2026, buying an estimated $31.7K and bringing the position to 12,804 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #797.

Glenmede Trust first reported a position in WSFS in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.48M in Q4 2020. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Glenmede Trust held 12,804 shares of WSFS Financial worth $838K as of Q1 2026.
Glenmede Trust bought 503 WSFS Financial shares in Q1 2026, an estimated $31.7K.
WSFS Financial made up ﹤0.01% of Glenmede Trust's portfolio in Q1 2026, its #797 holding.
Glenmede Trust first reported a position in WSFS Financial in Q2 2013 and has held it in 41 quarters since.
Glenmede Trust's WSFS Financial position peaked at $1.48M in Q4 2020.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Glenmede Trust's 13F filing for Q1 2026, filed 26 May 2026.