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 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 $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

Lazard Asset Management's WSFS Position: Q1 2026 in Review

Lazard Asset Management opened a new position in WSFS Financial (WSFS) in Q1 2026: 26,358 shares worth $1.73M. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Lazard Asset Management previously reported a position in WSFS as recently as Q3 2023.

Lazard Asset Management first reported a position in WSFS in Q3 2019 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Lazard Asset Management held 26,358 shares of WSFS Financial worth $1.73M as of Q1 2026.
WSFS Financial was a new Lazard Asset Management position in Q1 2026.
WSFS Financial made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #969 holding.
Lazard Asset Management first reported a position in WSFS Financial in Q3 2019 and has held it in 9 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.