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 Q2	$345K	Hold	4,500	–	–	0.02%	531
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Jacobi Capital Management's WSFS Position: Q2 2026 in Review

Jacobi Capital Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 4,500 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #531.

Jacobi Capital Management first reported a position in WSFS in Q1 2022 and has held it in 14 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Jacobi Capital Management held 4,500 shares of WSFS Financial worth $345K as of Q2 2026.
Jacobi Capital Management left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #531 holding.
Jacobi Capital Management first reported a position in WSFS Financial in Q1 2022 and has held it in 14 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.