Lountzis Asset Management’s WSFS Financial WSFS Stock Holding History

Lountzis 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 Q3	$1.1M	Hold	14,621	–	–	0.37%	28
2026 Q2	$1.12M	Hold	14,621	–	–	0.35%	23
2026 Q1	$957K	Hold	14,621	–	–	0.35%	22
2025 Q4	$808K	Sell	14,621 -450	-3%	-$24.6K	0.29%	24
2025 Q3	$813K	Hold	15,071	–	–	0.27%	26
2025 Q2	$829K	Hold	15,071	–	–	0.29%	25
2025 Q1	$787K	Hold	15,071	–	–	0.3%	27
2024 Q4	$801K	Sell	15,071 -1,929	-11%	-$105K	0.34%	23
2024 Q3	$867K	Sell	17,000 -2,000	-11%	-$104K	0.36%	24
2024 Q2	$893K	Hold	19,000	–	–	0.42%	20
2024 Q1	$858K	Hold	19,000	–	–	0.41%	20
2023 Q4	$873K	Hold	19,000	–	–	0.48%	19
2023 Q3	$694K	Hold	19,000	–	–	0.39%	22
2023 Q2	$821K	Hold	19,000	–	–	0.45%	21
2023 Q1	$715K	Hold	19,000	–	–	0.42%	22
2022 Q4	$957K	Hold	19,000	–	–	0.57%	20
2022 Q3	$882K	Hold	19,000	–	–	0.6%	19
2022 Q2	$761K	Hold	19,000	–	–	0.51%	20
2022 Q1	$886K	Hold	19,000	–	–	0.49%	20
2021 Q4	$952K	Hold	19,000	–	–	0.54%	19
2021 Q3	$975K	Hold	19,000	–	–	0.61%	19
2021 Q2	$885K	Hold	19,000	–	–	0.54%	19
2021 Q1	$946K	Hold	19,000	–	–	0.63%	19
2020 Q4	$853K	Hold	19,000	–	–	0.63%	19
2020 Q3	$512K	Hold	19,000	–	–	0.44%	19
2020 Q2	$545K	Buy	+19,000	New	+$503K	0.52%	18

Other funds holding WSFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Lountzis Asset Management's WSFS Position: Q3 2026 in Review

Lountzis Asset Management held its WSFS Financial (WSFS) position steady in Q3 2026 at 14,621 shares worth $1.1M. The position accounts for 0.37% of the portfolio, ranked #28.

Lountzis Asset Management first reported a position in WSFS in Q2 2020 and has held it in 26 quarters since. The position peaked at $1.12M in Q2 2026. 202 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Lountzis Asset Management held 14,621 shares of WSFS Financial worth $1.1M as of Q3 2026.
Lountzis Asset Management left its WSFS Financial share count unchanged in Q3 2026.
WSFS Financial made up 0.37% of Lountzis Asset Management's portfolio in Q3 2026, its #28 holding.
Lountzis Asset Management first reported a position in WSFS Financial in Q2 2020 and has held it in 26 quarters since.
Lountzis Asset Management's WSFS Financial position peaked at $1.12M in Q2 2026.
202 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Lountzis Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.