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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
Q2 		$5.72M Sell
74,597
-17,407
-19% -$1.25M 0.04% 202
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Great Lakes Advisors's WSFS Position: Q2 2026 in Review

Great Lakes Advisors reduced its WSFS Financial (WSFS) stake by 19% in Q2 2026, selling an estimated $1.25M and leaving 74,597 shares worth $5.72M. The position accounts for 0.04% of the portfolio, ranked #202.

Great Lakes Advisors first reported a position in WSFS in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.01M in Q4 2024. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Great Lakes Advisors held 74,597 shares of WSFS Financial worth $5.72M as of Q2 2026.
  • Great Lakes Advisors sold 17,407 WSFS Financial shares in Q2 2026, an estimated $1.25M.
  • WSFS Financial made up 0.04% of Great Lakes Advisors's portfolio in Q2 2026, its #202 holding.
  • Great Lakes Advisors first reported a position in WSFS Financial in Q1 2023 and has held it in 14 quarters since.
  • Great Lakes Advisors's WSFS Financial position peaked at $9.01M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.