JCIA
WSFS icon

Jackson Creek Investment Advisors’s WSFS Financial WSFS Stock Holding History

Jackson Creek Investment 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 		$528K Buy
+6,585
New +$472K 0.18% 240
2024
Q4 		– Sell
-31,833
Closed -$1.62M – 364
2024
Q3 		$1.62M Buy
31,833
+7,155
+29% +$371K 0.48% 76
2024
Q2 		$1.16M Sell
24,678
-40
-0.2% -$1.77K 0.42% 70
2024
Q1 		$1.12M Sell
24,718
-58
-0.2% -$2.52K 0.4% 95
2023
Q4 		$1.14M Buy
+24,776
New +$972K 0.44% 57

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

Jackson Creek Investment Advisors's WSFS Position: Q2 2026 in Review

Jackson Creek Investment Advisors opened a new position in WSFS Financial (WSFS) in Q2 2026: 6,585 shares worth $528K. The stake represents 0.18% of the portfolio and ranks #240 among its holdings. This is a return to the name: Jackson Creek Investment Advisors previously reported a position in WSFS as recently as Q3 2024.

Jackson Creek Investment Advisors first reported a position in WSFS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.62M in Q3 2024. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Jackson Creek Investment Advisors held 6,585 shares of WSFS Financial worth $528K as of Q2 2026.
  • WSFS Financial was a new Jackson Creek Investment Advisors position in Q2 2026.
  • WSFS Financial made up 0.18% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #240 holding.
  • Jackson Creek Investment Advisors first reported a position in WSFS Financial in Q4 2023 and has held it in 5 quarters since.
  • Jackson Creek Investment Advisors's WSFS Financial position peaked at $1.62M in Q3 2024.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.