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Swiss Life Asset Management’s WSFS Financial WSFS Stock Holding History

Swiss Life Asset 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 		$451K Buy
5,877
+116
+2% +$8.31K ﹤0.01% 1022
2026
Q1 		$377K Buy
+5,761
New +$363K ﹤0.01% 995

Other funds holding WSFS

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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

Swiss Life Asset Management's WSFS Position: Q2 2026 in Review

Swiss Life Asset Management increased its WSFS Financial (WSFS) stake by 2% in Q2 2026, buying an estimated $8.31K and bringing the position to 5,877 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Swiss Life Asset Management first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Swiss Life Asset Management held 5,877 shares of WSFS Financial worth $451K as of Q2 2026.
  • Swiss Life Asset Management bought 116 WSFS Financial shares in Q2 2026, an estimated $8.31K.
  • WSFS Financial made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1022 holding.
  • Swiss Life Asset Management first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.