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
Q2 		$11.2M Buy
146,590
+31,443
+27% +$2.25M 0.01% 690
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 $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

Natixis Advisors's WSFS Position: Q2 2026 in Review

Natixis Advisors increased its WSFS Financial (WSFS) stake by 27% in Q2 2026, buying an estimated $2.25M and bringing the position to 146,590 shares worth $11.2M. The position accounts for 0.01% of the portfolio, ranked #690.

Natixis Advisors first reported a position in WSFS in Q3 2022 and has held it in 13 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Natixis Advisors held 146,590 shares of WSFS Financial worth $11.2M as of Q2 2026.
  • Natixis Advisors bought 31,443 WSFS Financial shares in Q2 2026, an estimated $2.25M.
  • WSFS Financial made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #690 holding.
  • Natixis Advisors first reported a position in WSFS Financial in Q3 2022 and has held it in 13 quarters since.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.