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Royce & Associates’s WSFS Financial WSFS Stock Holding History

Royce & Associates’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 		– Sell
-6,354
Closed -$416K – 844
2026
Q1 		$416K Sell
6,354
-2,378
-27% -$150K ﹤0.01% 719
2025
Q4 		$482K Hold
8,732
– – ﹤0.01% 707
2025
Q3 		$471K Hold
8,732
– – ﹤0.01% 713
2025
Q2 		$480K Hold
8,732
– – ﹤0.01% 715
2025
Q1 		$453K Hold
8,732
– – ﹤0.01% 736
2024
Q4 		$464K Sell
8,732
-69,436
-89% -$3.78M ﹤0.01% 769
2024
Q3 		$3.99M Buy
78,168
+55,668
+247% +$2.88M 0.04% 516
2024
Q2 		$1.06M Hold
22,500
– – 0.01% 714
2024
Q1 		$1.02M Hold
22,500
– – 0.01% 723
2023
Q4 		$1.03M Hold
22,500
– – 0.01% 736
2023
Q3 		$821K Hold
22,500
– – 0.01% 769
2023
Q2 		$849K Hold
22,500
– – 0.01% 776
2023
Q1 		$846K Sell
22,500
-10,052
-31% -$461K 0.01% 782
2022
Q4 		$1.48M Sell
32,552
-9,452
-23% -$444K 0.02% 695
2022
Q3 		$1.95M Sell
42,004
-12,945
-24% -$605K 0.02% 629
2022
Q2 		$2.2M Buy
54,949
+7,567
+16% +$311K 0.02% 650
2022
Q1 		$2.21M Buy
47,382
+34,669
+273% +$1.8M 0.02% 699
2021
Q4 		$637K Buy
+12,713
New +$666K ﹤0.01% 860
2021
Q1 		– Sell
-82,689
Closed -$3.71M – 1066
2020
Q4 		$3.71M Sell
82,689
-49,900
-38% -$1.83M 0.03% 608
2020
Q3 		$3.58M Sell
132,589
-267,325
-67% -$7.55M 0.04% 542
2020
Q2 		$11.5M Sell
399,914
-111,281
-22% -$2.95M 0.13% 225
2020
Q1 		$12.7M Sell
511,195
-138,900
-21% -$5.02M 0.17% 157
2019
Q4 		$28.6M Buy
650,095
+29,766
+5% +$1.3M 0.26% 89
2019
Q3 		$27.4M Buy
620,329
+89,000
+17% +$3.74M 0.25% 88
2019
Q2 		$21.9M Buy
531,329
+98,254
+23% +$4.07M 0.2% 129
2019
Q1 		$16.7M Buy
433,075
+128,095
+42% +$5.33M 0.14% 191
2018
Q4 		$11.6M Buy
+304,980
New +$12.8M 0.1% 274

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

Royce & Associates's WSFS Position: Q2 2026 in Review

Royce & Associates sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 6,354 shares — an estimated $416K sold.

Royce & Associates first reported a position in WSFS in Q4 2018 and held it in 27 quarters. The position peaked at $28.6M in Q4 2019. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Royce & Associates reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Royce & Associates sold 6,354 WSFS Financial shares in Q2 2026, an estimated $416K.
  • Royce & Associates first reported a position in WSFS Financial in Q4 2018 and held it in 27 quarters.
  • Royce & Associates's WSFS Financial position peaked at $28.6M in Q4 2019.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.