Great Lakes Advisors’s WSFS Financial WSFS Stock Holding History

Great Lakes Advisors’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	$6.02M	Buy	92,004 +12,886	+16%	+$812K	0.05%	195
2025 Q4	$4.37M	Sell	79,118 -16,081	-17%	-$880K	0.04%	262
2025 Q3	$5.13M	Sell	95,199 -57,845	-38%	-$3.27M	0.04%	248
2025 Q2	$8.42M	Sell	153,044 -12,895	-8%	-$670K	0.07%	218
2025 Q1	$8.61M	Sell	165,939 -3,624	-2%	-$195K	0.08%	208
2024 Q4	$9.01M	Buy	169,563 +108,968	+180%	+$5.93M	0.08%	215
2024 Q3	$3.09M	Hold	60,595	–	–	0.03%	426
2024 Q2	$2.85M	Buy	60,595 +3,942	+7%	+$174K	0.03%	423
2024 Q1	$2.56M	Sell	56,653 -237	-0.4%	-$10.3K	0.02%	448
2023 Q4	$2.61M	Buy	56,890 +18,501	+48%	+$726K	0.02%	429
2023 Q3	$1.4M	Buy	38,389 +18,546	+93%	+$740K	0.01%	492
2023 Q2	$748K	Sell	19,843 -10,920	-35%	-$388K	0.01%	549
2023 Q1	$1.16M	Buy	+30,763	New	+$1.41M	0.01%	561

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

Great Lakes Advisors's WSFS Position: Q1 2026 in Review

Great Lakes Advisors increased its WSFS Financial (WSFS) stake by 16% in Q1 2026, buying an estimated $812K and bringing the position to 92,004 shares worth $6.02M. The position accounts for 0.05% of the portfolio, ranked #195.

Great Lakes Advisors first reported a position in WSFS in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.01M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Great Lakes Advisors held 92,004 shares of WSFS Financial worth $6.02M as of Q1 2026.
Great Lakes Advisors bought 12,886 WSFS Financial shares in Q1 2026, an estimated $812K.
WSFS Financial made up 0.05% of Great Lakes Advisors's portfolio in Q1 2026, its #195 holding.
Great Lakes Advisors first reported a position in WSFS Financial in Q1 2023 and has held it in 13 quarters since.
Great Lakes Advisors's WSFS Financial position peaked at $9.01M in Q4 2024.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Great Lakes Advisors's 13F filing for Q1 2026, filed 12 May 2026.