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 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 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

INTECH Investment Management's WSFS Position: Q1 2026 in Review

INTECH Investment Management increased its WSFS Financial (WSFS) stake by 72% in Q1 2026, buying an estimated $1.88M and bringing the position to 71,417 shares worth $4.67M. The position accounts for 0.05% of the portfolio, ranked #353.

INTECH Investment Management first reported a position in WSFS in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

INTECH Investment Management held 71,417 shares of WSFS Financial worth $4.67M as of Q1 2026.
INTECH Investment Management bought 29,794 WSFS Financial shares in Q1 2026, an estimated $1.88M.
WSFS Financial made up 0.05% of INTECH Investment Management's portfolio in Q1 2026, its #353 holding.
INTECH Investment Management first reported a position in WSFS Financial in Q3 2024 and has held it in 7 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.