Natixis Advisors
WSFS icon

Natixis Advisors’s WSFS Financial WSFS Stock Holding History

Natixis 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 		$7.54M Buy
115,147
+91,159
+380% +$5.75M 0.01% 740
2025
Q4 		$1.32M Buy
23,988
+3,182
+15% +$174K ﹤0.01% 1182
2025
Q3 		$1.12M Buy
20,806
+3,502
+20% +$198K ﹤0.01% 1283
2025
Q2 		$952K Buy
17,304
+3,216
+23% +$167K ﹤0.01% 1313
2025
Q1 		$731K Buy
14,088
+204
+1% +$11K ﹤0.01% 1365
2024
Q4 		$738K Buy
13,884
+3,064
+28% +$167K ﹤0.01% 1392
2024
Q3 		$552K Sell
10,820
-73
-0.7% -$3.78K ﹤0.01% 1435
2024
Q2 		$512K Sell
10,893
-388
-3% -$17.2K ﹤0.01% 1432
2024
Q1 		$509K Buy
11,281
+757
+7% +$32.9K ﹤0.01% 1391
2023
Q4 		$483K Buy
+10,524
New +$413K ﹤0.01% 1398
2023
Q1 		– Sell
-10,552
Closed -$478K – 1510
2022
Q4 		$478K Sell
10,552
-1,035
-9% -$48.7K ﹤0.01% 1303
2022
Q3 		$538K Buy
+11,587
New +$541K ﹤0.01% 1269

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

Natixis Advisors's WSFS Position: Q1 2026 in Review

Natixis Advisors increased its WSFS Financial (WSFS) stake by 380% in Q1 2026, buying an estimated $5.75M and bringing the position to 115,147 shares worth $7.54M. The position accounts for 0.01% of the portfolio, ranked #740.

Natixis Advisors first reported a position in WSFS in Q3 2022 and has held it in 12 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Natixis Advisors held 115,147 shares of WSFS Financial worth $7.54M as of Q1 2026.
  • Natixis Advisors bought 91,159 WSFS Financial shares in Q1 2026, an estimated $5.75M.
  • WSFS Financial made up 0.01% of Natixis Advisors's portfolio in Q1 2026, its #740 holding.
  • Natixis Advisors first reported a position in WSFS Financial in Q3 2022 and has held it in 12 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Natixis Advisors's 13F filing for Q1 2026, filed 13 May 2026.