Lord, Abbett & Co
WSFS icon

Lord, Abbett & Co’s WSFS Financial WSFS Stock Holding History

Lord, Abbett & Co’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 		$9.13M Sell
139,554
-2,722
-2% -$172K 0.03% 373
2025
Q4 		$7.86M Sell
142,276
-2,592
-2% -$142K 0.02% 413
2025
Q3 		$7.81M Hold
144,868
– – 0.02% 410
2025
Q2 		$7.97M Buy
144,868
+4,691
+3% +$244K 0.03% 409
2025
Q1 		$7.27M Buy
140,177
+14,438
+11% +$777K 0.03% 416
2024
Q4 		$6.68M Sell
125,739
-1,143
-0.9% -$62.2K 0.02% 435
2024
Q3 		$6.47M Sell
126,882
-2,466
-2% -$128K 0.02% 450
2024
Q2 		$6.08M Sell
129,348
-21,865
-14% -$968K 0.02% 441
2024
Q1 		$6.83M Hold
151,213
– – 0.02% 444
2023
Q4 		$6.95M Buy
151,213
+12,203
+9% +$479K 0.02% 425
2023
Q3 		$5.07M Buy
139,010
+33,100
+31% +$1.32M 0.02% 466
2023
Q2 		$4M Sell
105,910
-61,774
-37% -$2.2M 0.01% 500
2023
Q1 		$6.31M Sell
167,684
-1,300
-0.8% -$59.7K 0.02% 452
2022
Q4 		$7.66M Buy
168,984
+83,262
+97% +$3.92M 0.03% 455
2022
Q3 		$3.98M Buy
+85,722
New +$4.01M 0.01% 497
2018
Q1 		– Sell
-120,678
Closed -$5.77M – 915
2017
Q4 		$5.77M Sell
120,678
-104,898
-47% -$5.17M 0.02% 731
2017
Q3 		$11M Sell
225,576
-17,471
-7% -$788K 0.03% 620
2017
Q2 		$11M Sell
243,047
-71,159
-23% -$3.25M 0.03% 608
2017
Q1 		$14.4M Buy
+314,206
New +$14.3M 0.04% 506

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lord, Abbett & Co's WSFS Position: Q1 2026 in Review

Lord, Abbett & Co reduced its WSFS Financial (WSFS) stake by 1.9% in Q1 2026, selling an estimated $172K and leaving 139,554 shares worth $9.13M. The position accounts for 0.03% of the portfolio, ranked #373.

Lord, Abbett & Co first reported a position in WSFS in Q1 2017 and has held it in 19 quarters since. The position peaked at $14.4M in Q1 2017. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Lord, Abbett & Co held 139,554 shares of WSFS Financial worth $9.13M as of Q1 2026.
  • Lord, Abbett & Co sold 2,722 WSFS Financial shares in Q1 2026, an estimated $172K.
  • WSFS Financial made up 0.03% of Lord, Abbett & Co's portfolio in Q1 2026, its #373 holding.
  • Lord, Abbett & Co first reported a position in WSFS Financial in Q1 2017 and has held it in 19 quarters since.
  • Lord, Abbett & Co's WSFS Financial position peaked at $14.4M in Q1 2017.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Lord, Abbett & Co's 13F filing for Q1 2026, filed 14 May 2026.