Salzhauer Michael’s WSFS Financial WSFS Stock Holding History

Salzhauer Michael’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	$1.48M	Hold	19,329	–	–	0.51%	36
2026 Q1	$1.27M	Hold	19,329	–	–	0.6%	33
2025 Q4	$1.07M	Hold	19,329	–	–	0.44%	39
2025 Q3	$3.74M	Hold	19,329	–	–	1.79%	12
2025 Q2	$1.06M	Sell	19,329 -1,980	-9%	-$103K	0.62%	35
2025 Q1	$1.11M	Hold	21,309	–	–	0.68%	34
2024 Q4	$1.13M	Hold	21,309	–	–	0.58%	34
2024 Q3	$1.09M	Hold	21,309	–	–	0.67%	30
2024 Q2	$1M	Hold	21,309	–	–	0.78%	26
2024 Q1	$962K	Hold	21,309	–	–	0.73%	26
2023 Q4	$979K	Sell	21,309 -1,668	-7%	-$65.4K	0.83%	27
2023 Q3	$839K	Hold	22,977	–	–	0.89%	22
2023 Q2	$867K	Hold	22,977	–	–	0.9%	22
2023 Q1	$864K	Hold	22,977	–	–	0.76%	30
2022 Q4	$1.04M	Hold	22,977	–	–	0.61%	34
2022 Q3	$1.07M	Hold	22,977	–	–	0.65%	28
2022 Q2	$921K	Hold	22,977	–	–	0.55%	35
2022 Q1	$1.07M	Hold	22,977	–	–	0.47%	34
2021 Q4	$1.15M	Hold	22,977	–	–	0.44%	37
2021 Q3	$1.18M	Hold	22,977	–	–	0.48%	35
2021 Q2	$1.07M	Hold	22,977	–	–	0.47%	36
2021 Q1	$1.14M	Hold	22,977	–	–	0.59%	34
2020 Q4	$1.03M	Hold	22,977	–	–	0.73%	29
2020 Q3	$619K	Hold	22,977	–	–	0.69%	32
2020 Q2	$660K	Hold	22,977	–	–	0.87%	30
2020 Q1	$573K	Buy	22,977 +6,587	+40%	+$238K	0.97%	28
2019 Q4	$721K	Sell	16,390 -301	-2%	-$13.2K	0.33%	61
2019 Q3	$736K	Sell	16,691 -200	-1%	-$8.41K	0.38%	54
2019 Q2	$697K	Hold	16,891	–	–	0.32%	57
2019 Q1	$653K	Buy	+16,891	New	+$702K	0.32%	59

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Salzhauer Michael's WSFS Position: Q2 2026 in Review

Salzhauer Michael held its WSFS Financial (WSFS) position steady in Q2 2026 at 19,329 shares worth $1.48M. The position accounts for 0.51% of the portfolio, ranked #36.

Salzhauer Michael first reported a position in WSFS in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.74M in Q3 2025. 81 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Salzhauer Michael held 19,329 shares of WSFS Financial worth $1.48M as of Q2 2026.
Salzhauer Michael left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.51% of Salzhauer Michael's portfolio in Q2 2026, its #36 holding.
Salzhauer Michael first reported a position in WSFS Financial in Q1 2019 and has held it in 30 quarters since.
Salzhauer Michael's WSFS Financial position peaked at $3.74M in Q3 2025.
81 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.