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 Q2	$342K	Buy	4,451 +765	+21%	+$54.8K	﹤0.01%	1770
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

O'Shaughnessy Asset Management's WSFS Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its WSFS Financial (WSFS) stake by 21% in Q2 2026, buying an estimated $54.8K and bringing the position to 4,451 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

O'Shaughnessy Asset Management first reported a position in WSFS in Q3 2013 and has held it in 18 quarters since. The position peaked at $3.18M in Q1 2014. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

O'Shaughnessy Asset Management held 4,451 shares of WSFS Financial worth $342K as of Q2 2026.
O'Shaughnessy Asset Management bought 765 WSFS Financial shares in Q2 2026, an estimated $54.8K.
WSFS Financial made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1770 holding.
O'Shaughnessy Asset Management first reported a position in WSFS Financial in Q3 2013 and has held it in 18 quarters since.
O'Shaughnessy Asset Management's WSFS Financial position peaked at $3.18M in Q1 2014.
355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.