Prelude Capital Management’s WSFS Financial WSFS Stock Holding History

Prelude Capital 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	$238K	Buy	+3,105	New	+$223K	0.02%	901
2024 Q3	–	Sell	-4,365	Closed	-$205K	–	1575
2024 Q2	$205K	Sell	4,365 -3,778	-46%	-$167K	0.01%	994
2024 Q1	$368K	Buy	+8,143	New	+$354K	0.02%	790
2023 Q4	–	Sell	-8,927	Closed	-$326K	–	1381
2023 Q3	$326K	Buy	+8,927	New	+$356K	0.02%	630
2021 Q2	–	Sell	-26,008	Closed	-$1.29M	–	2013
2021 Q1	$1.29M	Buy	+26,008	New	+$1.25M	0.03%	505
2019 Q2	–	Sell	-204	Closed	-$8K	–	2194
2019 Q1	$8K	Buy	+204	New	+$8.48K	﹤0.01%	1553
2016 Q1	–	Sell	-2,363	Closed	-$76K	–	1555
2015 Q4	$76K	Buy	+2,363	New	+$75.5K	0.01%	915
2013 Q4	–	Sell	-420	Closed	-$8K	–	1953
2013 Q3	$8K	Buy	+420	New	+$8.41K	﹤0.01%	1346

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

Prelude Capital Management's WSFS Position: Q2 2026 in Review

Prelude Capital Management opened a new position in WSFS Financial (WSFS) in Q2 2026: 3,105 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #901 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in WSFS as recently as Q2 2024.

Prelude Capital Management first reported a position in WSFS in Q3 2013 and has held it in 8 quarters since. The position peaked at $1.29M in Q1 2021. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Prelude Capital Management held 3,105 shares of WSFS Financial worth $238K as of Q2 2026.
WSFS Financial was a new Prelude Capital Management position in Q2 2026.
WSFS Financial made up 0.02% of Prelude Capital Management's portfolio in Q2 2026, its #901 holding.
Prelude Capital Management first reported a position in WSFS Financial in Q3 2013 and has held it in 8 quarters since.
Prelude Capital Management's WSFS Financial position peaked at $1.29M in Q1 2021.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Prelude Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.