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Sterling Capital Management’s WSFS Financial WSFS Stock Holding History

Sterling 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 		$82.2K Sell
1,071
-715
-40% -$51.2K ﹤0.01% 1444
2026
Q1 		$117K Sell
1,786
-1,445
-45% -$91.1K ﹤0.01% 1342
2025
Q4 		$178K Sell
3,231
-647
-17% -$35.4K ﹤0.01% 1341
2025
Q3 		$209K Buy
3,878
+2,310
+147% +$130K ﹤0.01% 1305
2025
Q2 		$86.2K Buy
1,568
+558
+55% +$29K ﹤0.01% 1385
2025
Q1 		$52.4K Sell
1,010
-853
-46% -$45.9K ﹤0.01% 1413
2024
Q4 		$99K Buy
1,863
+1,657
+804% +$90.2K ﹤0.01% 1437
2024
Q3 		$10.5K Buy
+206
New +$10.7K ﹤0.01% 1560
2015
Q4 		– Sell
-20,526
Closed -$591K – 1051
2015
Q3 		$591K Hold
20,526
– – 0.01% 675
2015
Q2 		$561K Sell
20,526
-72
-0.3% -$1.83K 0.01% 621
2015
Q1 		$519K Sell
20,598
-66,285
-76% -$1.69M ﹤0.01% 656
2014
Q4 		$2.23M Sell
86,883
-987
-1% -$24.9K 0.02% 352
2014
Q3 		$2.1M Buy
87,870
+66,024
+302% +$1.6M 0.03% 347
2014
Q2 		$536K Buy
21,846
+576
+3% +$13.4K ﹤0.01% 712
2014
Q1 		$506K Buy
21,270
+417
+2% +$10K ﹤0.01% 759
2013
Q4 		$539K Buy
20,853
+1,632
+8% +$38.1K ﹤0.01% 559
2013
Q3 		$386K Sell
19,221
-2,097
-10% -$42K ﹤0.01% 485
2013
Q2 		$372K Buy
+21,318
New +$354K ﹤0.01% 353

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

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

Sterling Capital Management reduced its WSFS Financial (WSFS) stake by 40% in Q2 2026, selling an estimated $51.2K and leaving 1,071 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Sterling Capital Management first reported a position in WSFS in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2014. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Sterling Capital Management held 1,071 shares of WSFS Financial worth $82.2K as of Q2 2026.
  • Sterling Capital Management sold 715 WSFS Financial shares in Q2 2026, an estimated $51.2K.
  • WSFS Financial made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1444 holding.
  • Sterling Capital Management first reported a position in WSFS Financial in Q2 2013 and has held it in 18 quarters since.
  • Sterling Capital Management's WSFS Financial position peaked at $2.23M in Q4 2014.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.