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O'Shaughnessy Asset Management’s WSFS Financial WSFS Stock Holding History

O'Shaughnessy 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 		$241K Buy
+3,686
New +$232K ﹤0.01% 1904
2022
Q2 		– Sell
-6,110
Closed -$285K – 1373
2022
Q1 		$285K Buy
6,110
+48
+0.8% +$2.49K ﹤0.01% 917
2021
Q4 		$304K Hold
6,062
– – 0.01% 865
2021
Q3 		$312K Buy
+6,062
New +$273K 0.01% 823
2017
Q3 		– Sell
-2,960
Closed -$134K – 1007
2017
Q2 		$134K Sell
2,960
-2,907
-50% -$133K ﹤0.01% 588
2017
Q1 		$270K Sell
5,867
-13,803
-70% -$627K 0.01% 458
2016
Q4 		$912K Sell
19,670
-3,257
-14% -$131K 0.02% 284
2016
Q3 		$837K Sell
22,927
-260
-1% -$9.37K 0.02% 290
2016
Q2 		$746K Sell
23,187
-2,963
-11% -$101K 0.02% 295
2016
Q1 		$863K Buy
26,150
+9,568
+58% +$289K 0.02% 290
2015
Q4 		$537K Buy
+16,582
New +$530K 0.01% 361
2015
Q1 		– Sell
-13,869
Closed -$354K – 1143
2014
Q4 		$354K Sell
13,869
-93,615
-87% -$2.36M 0.01% 448
2014
Q3 		$2.56M Sell
107,484
-20,376
-16% -$493K 0.05% 228
2014
Q2 		$3.14M Sell
127,860
-5,835
-4% -$135K 0.06% 212
2014
Q1 		$3.18M Buy
133,695
+56,526
+73% +$1.36M 0.06% 199
2013
Q4 		$1.99M Buy
77,169
+40,491
+110% +$946K 0.04% 239
2013
Q3 		$735K Buy
+36,678
New +$734K 0.02% 356

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

O'Shaughnessy Asset Management's WSFS Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in WSFS Financial (WSFS) in Q1 2026: 3,686 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1904 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in WSFS as recently as Q1 2022.

O'Shaughnessy Asset Management first reported a position in WSFS in Q3 2013 and has held it in 17 quarters since. The position peaked at $3.18M in Q1 2014. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • O'Shaughnessy Asset Management held 3,686 shares of WSFS Financial worth $241K as of Q1 2026.
  • WSFS Financial was a new O'Shaughnessy Asset Management position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1904 holding.
  • O'Shaughnessy Asset Management first reported a position in WSFS Financial in Q3 2013 and has held it in 17 quarters since.
  • O'Shaughnessy Asset Management's WSFS Financial position peaked at $3.18M in Q1 2014.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

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