Jacobi Capital Management’s WSFS Financial WSFS Stock Holding History

Jacobi Capital 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	$295K	Hold	4,500	–	–	0.02%	535
2025 Q4	$249K	Hold	4,500	–	–	0.01%	562
2025 Q3	$243K	Hold	4,500	–	–	0.01%	554
2025 Q2	$248K	Hold	4,500	–	–	0.02%	540
2025 Q1	$233K	Hold	4,500	–	–	0.02%	527
2024 Q4	$239K	Hold	4,500	–	–	0.02%	527
2024 Q3	$229K	Hold	4,500	–	–	0.02%	525
2024 Q2	$212K	Hold	4,500	–	–	0.02%	499
2024 Q1	$203K	Hold	4,500	–	–	0.02%	464
2023 Q4	$207K	Buy	+4,500	New	+$177K	0.02%	444
2023 Q1	–	Sell	-4,500	Closed	-$204K	–	431
2022 Q4	$204K	Hold	4,500	–	–	0.03%	399
2022 Q3	$209K	Buy	+4,500	New	+$210K	0.03%	388
2022 Q2	–	Sell	-4,650	Closed	-$217K	–	434
2022 Q1	$217K	Buy	+4,650	New	+$241K	0.03%	393

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

Jacobi Capital Management's WSFS Position: Q1 2026 in Review

Jacobi Capital Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 4,500 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #535.

Jacobi Capital Management first reported a position in WSFS in Q1 2022 and has held it in 13 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Jacobi Capital Management held 4,500 shares of WSFS Financial worth $295K as of Q1 2026.
Jacobi Capital Management left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #535 holding.
Jacobi Capital Management first reported a position in WSFS Financial in Q1 2022 and has held it in 13 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.