LRI Investments’s WSFS Financial WSFS Stock Holding History

LRI Investments’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	$307	Buy	+4	New	+$287	﹤0.01%	1639

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

LRI Investments's WSFS Position: Q2 2026 in Review

LRI Investments opened a new position in WSFS Financial (WSFS) in Q2 2026: 4 shares worth $307. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings.

90 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

LRI Investments held 4 shares of WSFS Financial worth $307 as of Q2 2026.
WSFS Financial was a new LRI Investments position in Q2 2026.
WSFS Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1639 holding.
90 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.