Mercer Global Advisors
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mercer Global Advisors's WSFS Position: Q1 2026 in Review

Mercer Global Advisors increased its WSFS Financial (WSFS) stake by 36% in Q1 2026, buying an estimated $117K and bringing the position to 6,973 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Mercer Global Advisors first reported a position in WSFS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Mercer Global Advisors held 6,973 shares of WSFS Financial worth $456K as of Q1 2026.
  • Mercer Global Advisors bought 1,850 WSFS Financial shares in Q1 2026, an estimated $117K.
  • WSFS Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2052 holding.
  • Mercer Global Advisors first reported a position in WSFS Financial in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.