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Horizon Investments’s WSFS Financial WSFS Stock Holding History

Horizon Investments’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 		$2.35M Buy
30,766
+16,489
+115% +$1.18M 0.03% 482
2026
Q1 		$932K Buy
+14,277
New +$900K 0.01% 668

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

Horizon Investments's WSFS Position: Q2 2026 in Review

Horizon Investments increased its WSFS Financial (WSFS) stake by 115% in Q2 2026, buying an estimated $1.18M and bringing the position to 30,766 shares worth $2.35M. The position accounts for 0.03% of the portfolio, ranked #482.

Horizon Investments first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Horizon Investments held 30,766 shares of WSFS Financial worth $2.35M as of Q2 2026.
  • Horizon Investments bought 16,489 WSFS Financial shares in Q2 2026, an estimated $1.18M.
  • WSFS Financial made up 0.03% of Horizon Investments's portfolio in Q2 2026, its #482 holding.
  • Horizon Investments first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.