LSV Asset Management’s WSFS Financial WSFS Stock Holding History

LSV 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	$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

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

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

LSV Asset Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 2,400 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

LSV Asset Management first reported a position in WSFS in Q3 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

LSV Asset Management held 2,400 shares of WSFS Financial worth $157K as of Q1 2026.
LSV Asset Management left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #810 holding.
LSV Asset Management first reported a position in WSFS Financial in Q3 2025 and has held it in 3 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.