SEI Investments’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.4M | Buy |
174,419
+53,416
| +44% | +$3.37M | 0.01% | 1071 |
|
|
2025
Q4 | $6.68M | Buy |
121,003
+38,415
| +47% | +$2.1M | 0.01% | 1250 |
|
|
2025
Q3 | $4.45M | Sell |
82,588
-710
| -0.9% | -$40.1K | ﹤0.01% | 1353 |
|
|
2025
Q2 | $4.58M | Buy |
83,298
+16,668
| +25% | +$866K | 0.01% | 1305 |
|
|
2025
Q1 | $3.46M | Buy |
66,630
+10,271
| +18% | +$553K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $2.99M | Buy |
56,359
+20,784
| +58% | +$1.13M | ﹤0.01% | 1510 |
|
|
2024
Q3 | $1.81M | Sell |
35,575
-12,768
| -26% | -$662K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $2.27M | Buy |
48,343
+12,298
| +34% | +$544K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $1.63M | Sell |
36,045
-3,868
| -10% | -$168K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $1.83M | Sell |
39,913
-809
| -2% | -$31.7K | ﹤0.01% | 1647 |
|
|
2023
Q3 | $1.49M | Sell |
40,722
-1,156
| -3% | -$46.1K | ﹤0.01% | 1728 |
|
|
2023
Q2 | $1.58M | Sell |
41,878
-317
| -0.8% | -$11.3K | ﹤0.01% | 1721 |
|
|
2023
Q1 | $1.59M | Buy |
42,195
+6,380
| +18% | +$293K | ﹤0.01% | 1719 |
|
|
2022
Q4 | $1.62M | Sell |
35,815
-1,140
| -3% | -$53.6K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $1.72M | Buy |
36,955
+4,238
| +13% | +$198K | ﹤0.01% | 1609 |
|
|
2022
Q2 | $1.32M | Buy |
32,717
+1,984
| +6% | +$81.7K | ﹤0.01% | 1722 |
|
|
2022
Q1 | $1.43M | Buy |
30,733
+2,426
| +9% | +$126K | ﹤0.01% | 1674 |
|
|
2021
Q4 | $1.42M | Sell |
28,307
-2,648
| -9% | -$139K | ﹤0.01% | 1714 |
|
|
2021
Q3 | $1.59M | Buy |
30,955
+108
| +0.4% | +$4.86K | ﹤0.01% | 1603 |
|
|
2021
Q2 | $1.44M | Sell |
30,847
-56,000
| -64% | -$2.85M | ﹤0.01% | 1645 |
|
|
2021
Q1 | $4.28M | Sell |
86,847
-163,004
| -65% | -$7.85M | 0.01% | 1101 |
|
|
2020
Q4 | $11.2M | Buy |
249,851
+134,094
| +116% | +$4.92M | 0.03% | 578 |
|
|
2020
Q3 | $3.12M | Buy |
115,757
+14,216
| +14% | +$401K | 0.01% | 1089 |
|
|
2020
Q2 | $2.91M | Buy |
101,541
+16,276
| +19% | +$431K | 0.01% | 1098 |
|
|
2020
Q1 | $2.13M | Sell |
85,265
-3,923
| -4% | -$142K | 0.01% | 1111 |
|
|
2019
Q4 | $3.92M | Buy |
89,188
+10,215
| +13% | +$446K | 0.01% | 1033 |
|
|
2019
Q3 | $3.48M | Sell |
78,973
-131
| -0.2% | -$5.51K | 0.01% | 1084 |
|
|
2019
Q2 | $3.27M | Buy |
79,104
+10,710
| +16% | +$444K | 0.01% | 1106 |
|
|
2019
Q1 | $2.64M | Buy |
68,394
+31,864
| +87% | +$1.33M | 0.01% | 1195 |
|
|
2018
Q4 | $1.72M | Hold |
36,530
| – | – | 0.01% | 1354 |
|
|
2018
Q3 | $1.72M | Sell |
36,530
-950
| -3% | -$48.9K | 0.01% | 1310 |
|
|
2018
Q2 | $2M | Sell |
37,480
-484
| -1% | -$25.1K | 0.01% | 1328 |
|
|
2018
Q1 | $1.82M | Sell |
37,964
-1,583
| -4% | -$78.3K | 0.01% | 1238 |
|
|
2017
Q4 | $1.89M | Sell |
39,547
-2,325
| -6% | -$115K | 0.01% | 1310 |
|
|
2017
Q3 | $2.04M | Sell |
41,872
-3,090
| -7% | -$139K | 0.01% | 1208 |
|
|
2017
Q2 | $2.04M | Buy |
44,962
+4,669
| +12% | +$213K | 0.01% | 1186 |
|
|
2017
Q1 | $1.85M | Buy |
40,293
+29,463
| +272% | +$1.34M | 0.01% | 1185 |
|
|
2016
Q4 | $502K | Buy |
10,830
+1,050
| +11% | +$42.2K | ﹤0.01% | 1574 |
|
|
2016
Q3 | $356K | Sell |
9,780
-7,102
| -42% | -$256K | ﹤0.01% | 1538 |
|
|
2016
Q2 | $544K | Sell |
16,882
-3,607
| -18% | -$123K | ﹤0.01% | 1331 |
|
|
2016
Q1 | $666K | Buy |
20,489
+16,443
| +406% | +$497K | ﹤0.01% | 1238 |
|
|
2015
Q4 | $131K | Buy |
+4,046
| New | +$129K | ﹤0.01% | 1649 |
|
Other funds holding WSFS
VPM
VCM
NAMI
SEI Investments's WSFS Position: Q1 2026 in Review
SEI Investments increased its WSFS Financial (WSFS) stake by 44% in Q1 2026, buying an estimated $3.37M and bringing the position to 174,419 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #1071.
SEI Investments first reported a position in WSFS in Q4 2015 and has held it in 42 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- SEI Investments held 174,419 shares of WSFS Financial worth $11.4M as of Q1 2026.
- SEI Investments bought 53,416 WSFS Financial shares in Q1 2026, an estimated $3.37M.
- WSFS Financial made up 0.01% of SEI Investments's portfolio in Q1 2026, its #1071 holding.
- SEI Investments first reported a position in WSFS Financial in Q4 2015 and has held it in 42 quarters since.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.