Mercer Global Advisors
WSFS icon

Mercer Global Advisors’s WSFS Financial WSFS Stock Holding History

Mercer Global Advisors’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 		$599K Buy
7,809
+836
+12% +$59.9K ﹤0.01% 2129
2026
Q1 		$456K Buy
6,973
+1,850
+36% +$117K ﹤0.01% 2052
2025
Q4 		$283K Buy
5,123
+798
+18% +$43.7K ﹤0.01% 2278
2025
Q3 		$233K Buy
4,325
+56
+1% +$3.16K ﹤0.01% 2274
2025
Q2 		$235K Sell
4,269
-261
-6% -$13.6K ﹤0.01% 1999
2025
Q1 		$235K Buy
4,530
+160
+4% +$8.62K ﹤0.01% 1882
2024
Q4 		$232K Buy
+4,370
New +$238K ﹤0.01% 1890

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mercer Global Advisors's WSFS Position: Q2 2026 in Review

Mercer Global Advisors increased its WSFS Financial (WSFS) stake by 12% in Q2 2026, buying an estimated $59.9K and bringing the position to 7,809 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

Mercer Global Advisors first reported a position in WSFS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Mercer Global Advisors held 7,809 shares of WSFS Financial worth $599K as of Q2 2026.
  • Mercer Global Advisors bought 836 WSFS Financial shares in Q2 2026, an estimated $59.9K.
  • WSFS Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2129 holding.
  • Mercer Global Advisors first reported a position in WSFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.