Lazard Asset Management’s WSFS Financial WSFS Stock Holding History

Lazard Asset 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	$4.65M	Buy	60,598 +34,240	+130%	+$2.45M	0.01%	642
2026 Q1	$1.73M	Buy	+26,358	New	+$1.66M	﹤0.01%	969
2023 Q4	–	Sell	-643	Closed	-$23K	–	2498
2023 Q3	$23K	Hold	643	–	–	﹤0.01%	2079
2023 Q2	$24K	Hold	643	–	–	﹤0.01%	2072
2023 Q1	$24K	Buy	+643	New	+$29.5K	﹤0.01%	2021
2022 Q1	–	Sell	-344	Closed	-$17K	–	2561
2021 Q4	$17K	Buy	+344	New	+$18K	﹤0.01%	2077
2021 Q3	–	Sell	-720	Closed	-$33K	–	2311
2021 Q2	$33K	Hold	720	–	–	﹤0.01%	1747
2021 Q1	$35K	Buy	+720	New	+$34.7K	﹤0.01%	1606
2020 Q1	–	Sell	-304	Closed	-$13K	–	1779
2019 Q4	$13K	Hold	304	–	–	﹤0.01%	1358
2019 Q3	$13K	Buy	+304	New	+$12.8K	﹤0.01%	1239

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

Lazard Asset Management's WSFS Position: Q2 2026 in Review

Lazard Asset Management increased its WSFS Financial (WSFS) stake by 130% in Q2 2026, buying an estimated $2.45M and bringing the position to 60,598 shares worth $4.65M. The position accounts for 0.01% of the portfolio, ranked #642.

Lazard Asset Management first reported a position in WSFS in Q3 2019 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Lazard Asset Management held 60,598 shares of WSFS Financial worth $4.65M as of Q2 2026.
Lazard Asset Management bought 34,240 WSFS Financial shares in Q2 2026, an estimated $2.45M.
WSFS Financial made up 0.01% of Lazard Asset Management's portfolio in Q2 2026, its #642 holding.
Lazard Asset Management first reported a position in WSFS Financial in Q3 2019 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.