Pzena Investment Management
WSFS icon

Pzena Investment Management’s WSFS Financial WSFS Stock Holding History

Pzena Investment 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 		$57.5M Buy
878,588
+1,772
+0.2% +$112K 0.19% 77
2025
Q4 		$48.4M Sell
876,816
-51,597
-6% -$2.82M 0.15% 83
2025
Q3 		$50.1M Buy
928,413
+117,244
+14% +$6.62M 0.16% 81
2025
Q2 		$44.6M Buy
811,169
+23,360
+3% +$1.21M 0.15% 88
2025
Q1 		$40.9M Sell
787,809
-2,775
-0.4% -$149K 0.14% 80
2024
Q4 		$42M Sell
790,584
-25,886
-3% -$1.41M 0.14% 83
2024
Q3 		$41.6M Sell
816,470
-83,189
-9% -$4.31M 0.13% 89
2024
Q2 		$42.3M Sell
899,659
-33,062
-4% -$1.46M 0.15% 84
2024
Q1 		$42.1M Sell
932,721
-70,726
-7% -$3.08M 0.14% 92
2023
Q4 		$46.1M Sell
1,003,447
-40,549
-4% -$1.59M 0.17% 91
2023
Q3 		$38.1M Sell
1,043,996
-974
-0.1% -$38.8K 0.16% 95
2023
Q2 		$39.4M Sell
1,044,970
-6,377
-0.6% -$227K 0.17% 96
2023
Q1 		$39.5M Sell
1,051,347
-46,869
-4% -$2.15M 0.17% 96
2022
Q4 		$49.8M Sell
1,098,216
-38,760
-3% -$1.82M 0.22% 81
2022
Q3 		$52.8M Sell
1,136,976
-45,901
-4% -$2.15M 0.26% 70
2022
Q2 		$47.4M Buy
1,182,877
+442,621
+60% +$18.2M 0.21% 81
2022
Q1 		$34.5M Buy
740,256
+35,764
+5% +$1.85M 0.13% 101
2021
Q4 		$35.3M Buy
704,492
+8,751
+1% +$458K 0.13% 101
2021
Q3 		$35.7M Buy
695,741
+14,977
+2% +$673K 0.14% 98
2021
Q2 		$31.7M Sell
680,764
-37,827
-5% -$1.93M 0.12% 102
2021
Q1 		$35.8M Sell
718,591
-313,715
-30% -$15.1M 0.15% 100
2020
Q4 		$46.3M Buy
1,032,306
+127,037
+14% +$4.66M 0.22% 78
2020
Q3 		$24.4M Buy
905,269
+95,233
+12% +$2.69M 0.15% 96
2020
Q2 		$23.2M Buy
810,036
+13,945
+2% +$369K 0.15% 95
2020
Q1 		$19.8M Buy
796,091
+35,717
+5% +$1.29M 0.15% 98
2019
Q4 		$33.4M Buy
760,374
+93,024
+14% +$4.07M 0.16% 97
2019
Q3 		$29.4M Buy
667,350
+2,953
+0.4% +$124K 0.16% 92
2019
Q2 		$27.4M Buy
664,397
+5,568
+0.8% +$231K 0.14% 97
2019
Q1 		$25.4M Sell
658,829
-27,454
-4% -$1.14M 0.14% 102
2018
Q4 		$26M Buy
686,283
+565,969
+470% +$23.8M 0.15% 99
2018
Q3 		$5.67M Buy
120,314
+835
+0.7% +$43K 0.03% 125
2018
Q2 		$6.37M Sell
119,479
-402
-0.3% -$20.8K 0.03% 129
2018
Q1 		$5.74M Sell
119,881
-29,162
-20% -$1.44M 0.03% 129
2017
Q4 		$7.13M Sell
149,043
-12,330
-8% -$608K 0.04% 128
2017
Q3 		$7.87M Sell
161,373
-176,776
-52% -$7.97M 0.04% 131
2017
Q2 		$15.3M Sell
338,149
-4,405
-1% -$201K 0.08% 125
2017
Q1 		$15.7M Sell
342,554
-243,933
-42% -$11.1M 0.09% 122
2016
Q4 		$27.2M Sell
586,487
-3,725
-0.6% -$150K 0.16% 104
2016
Q3 		$21.5M Buy
590,212
+11,558
+2% +$417K 0.13% 109
2016
Q2 		$18.6M Sell
578,654
-8,684
-1% -$295K 0.12% 114
2016
Q1 		$19.1M Sell
587,338
-3,145
-0.5% -$95.1K 0.12% 111
2015
Q4 		$19.1M Sell
590,483
-3,725
-0.6% -$119K 0.12% 112
2015
Q3 		$17.1M Buy
594,208
+103,382
+21% +$2.91M 0.11% 114
2015
Q2 		$13.4M Buy
490,826
+4,400
+0.9% +$112K 0.08% 125
2015
Q1 		$12.3M Sell
486,426
-25,503
-5% -$650K 0.07% 128
2014
Q4 		$13.1M Sell
511,929
-41,850
-8% -$1.06M 0.07% 124
2014
Q3 		$13.2M Sell
553,779
-3,075
-0.6% -$74.3K 0.07% 124
2014
Q2 		$13.7M Sell
556,854
-14,049
-2% -$326K 0.08% 120
2014
Q1 		$13.6M Sell
570,903
-30,732
-5% -$740K 0.08% 112
2013
Q4 		$15.5M Sell
601,635
-3,150
-0.5% -$73.6K 0.09% 113
2013
Q3 		$12.1M Sell
604,785
-446,148
-42% -$8.93M 0.08% 113
2013
Q2 		$18.4M Buy
+1,050,933
New +$17.4M 0.12% 105

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

Pzena Investment Management's WSFS Position: Q1 2026 in Review

Pzena Investment Management increased its WSFS Financial (WSFS) stake by 0.2% in Q1 2026, buying an estimated $112K and bringing the position to 878,588 shares worth $57.5M. The position accounts for 0.19% of the portfolio, ranked #77.

Pzena Investment Management first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Pzena Investment Management held 878,588 shares of WSFS Financial worth $57.5M as of Q1 2026.
  • Pzena Investment Management bought 1,772 WSFS Financial shares in Q1 2026, an estimated $112K.
  • WSFS Financial made up 0.19% of Pzena Investment Management's portfolio in Q1 2026, its #77 holding.
  • Pzena Investment Management first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.