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INTECH Investment Management’s WSFS Financial WSFS Stock Holding History

INTECH 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
2026
Q2 		$6.7M Buy
87,297
+15,880
+22% +$1.14M 0.06% 268
2026
Q1 		$4.67M Buy
71,417
+29,794
+72% +$1.88M 0.05% 353
2025
Q4 		$2.3M Sell
41,623
-2,208
-5% -$121K 0.02% 664
2025
Q3 		$2.36M Buy
43,831
+11,508
+36% +$650K 0.02% 686
2025
Q2 		$1.78M Buy
32,323
+729
+2% +$37.9K 0.02% 836
2025
Q1 		$1.64M Buy
31,594
+5,649
+22% +$304K 0.02% 879
2024
Q4 		$1.38M Buy
25,945
+10,723
+70% +$583K 0.01% 933
2024
Q3 		$776K Buy
+15,222
New +$789K 0.01% 962

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

INTECH Investment Management's WSFS Position: Q2 2026 in Review

INTECH Investment Management increased its WSFS Financial (WSFS) stake by 22% in Q2 2026, buying an estimated $1.14M and bringing the position to 87,297 shares worth $6.7M. The position accounts for 0.06% of the portfolio, ranked #268.

INTECH Investment Management first reported a position in WSFS in Q3 2024 and has held it in 8 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • INTECH Investment Management held 87,297 shares of WSFS Financial worth $6.7M as of Q2 2026.
  • INTECH Investment Management bought 15,880 WSFS Financial shares in Q2 2026, an estimated $1.14M.
  • WSFS Financial made up 0.06% of INTECH Investment Management's portfolio in Q2 2026, its #268 holding.
  • INTECH Investment Management first reported a position in WSFS Financial in Q3 2024 and has held it in 8 quarters since.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.