LSV Asset Management’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$184K Hold
2,400
﹤0.01% 820
2026
Q1
$157K Hold
2,400
﹤0.01% 810
2025
Q4
$133K Hold
2,400
﹤0.01% 819
2025
Q3
$129K Buy
+2,400
New +$136K ﹤0.01% 828

Other funds holding WSFS

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

LSV Asset Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 2,400 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

LSV Asset Management first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • LSV Asset Management held 2,400 shares of WSFS Financial worth $184K as of Q2 2026.
  • LSV Asset Management left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #820 holding.
  • LSV Asset Management first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.