Thrivent Financial for Lutherans
WSFS icon

Thrivent Financial for Lutherans’s WSFS Financial WSFS Stock Holding History

Thrivent Financial for Lutherans’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
Q1 		$2.39M Sell
36,496
-1,920
-5% -$121K ﹤0.01% 1324
2025
Q4 		$2.12M Sell
38,416
-3,073
-7% -$168K ﹤0.01% 1437
2025
Q3 		$2.24M Sell
41,489
-2,000
-5% -$113K ﹤0.01% 1273
2025
Q2 		$2.39M Sell
43,489
-2,244
-5% -$117K 0.01% 1236
2025
Q1 		$2.37M Sell
45,733
-2,440
-5% -$131K 0.01% 1174
2024
Q4 		$2.56M Sell
48,173
-3,449
-7% -$188K 0.01% 1267
2024
Q3 		$2.63M Sell
51,622
-999
-2% -$51.8K 0.01% 1258
2024
Q2 		$2.47M Sell
52,621
-3,010
-5% -$133K 0.01% 1246
2024
Q1 		$2.51M Sell
55,631
-21,625
-28% -$941K 0.01% 1247
2023
Q4 		$3.55M Buy
77,256
+18,072
+31% +$709K 0.01% 1015
2023
Q3 		$2.16M Sell
59,184
-1,964
-3% -$78.3K 0.01% 1246
2023
Q2 		$2.31M Sell
61,148
-4,270
-7% -$152K 0.01% 1254
2023
Q1 		$2.46M Buy
65,418
+2,245
+4% +$103K 0.01% 1159
2022
Q4 		$2.86M Sell
63,173
-2,481
-4% -$117K 0.01% 1034
2022
Q3 		$3.05M Buy
65,654
+2,055
+3% +$96K 0.01% 986
2022
Q2 		$2.55M Buy
63,599
+10,294
+19% +$424K 0.01% 1095
2022
Q1 		$2.48M Buy
53,305
+18
+0% +$933 ﹤0.01% 1195
2021
Q4 		$2.67M Buy
53,287
+14,864
+39% +$779K 0.01% 1206
2021
Q3 		$1.97M Sell
38,423
-434
-1% -$19.5K ﹤0.01% 1360
2021
Q2 		$1.81M Sell
38,857
-159
-0.4% -$8.1K ﹤0.01% 1478
2021
Q1 		$1.94M Buy
+39,016
New +$1.88M ﹤0.01% 1445
2019
Q3 		– Sell
-252,561
Closed -$10.4M – 2241
2019
Q2 		$10.4M Hold
252,561
– – 0.03% 502
2019
Q1 		$9.75M Hold
252,561
– – 0.03% 487
2018
Q4 		$9.57M Sell
252,561
-95,239
-27% -$4.01M 0.03% 459
2018
Q3 		$16.4M Buy
347,800
+132,861
+62% +$6.84M 0.05% 375
2018
Q2 		$11.5M Buy
214,939
+20,409
+10% +$1.06M 0.04% 460
2018
Q1 		$9.32M Buy
194,530
+18,587
+11% +$919K 0.03% 494
2017
Q4 		$8.42M Buy
175,943
+24
+0% +$1.18K 0.03% 512
2017
Q3 		$8.58M Sell
175,919
-7,585
-4% -$342K 0.03% 479
2017
Q2 		$8.32M Buy
183,504
+123,926
+208% +$5.66M 0.03% 451
2017
Q1 		$2.74M Hold
59,578
– – 0.01% 744
2016
Q4 		$2.76M Hold
59,578
– – 0.01% 752
2016
Q3 		$2.17M Hold
59,578
– – 0.01% 840
2016
Q2 		$1.92M Buy
59,578
+10
+0% +$340 0.01% 885
2016
Q1 		$1.94M Buy
+59,568
New +$1.8M 0.01% 873

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans's WSFS Position: Q1 2026 in Review

Thrivent Financial for Lutherans reduced its WSFS Financial (WSFS) stake by 5% in Q1 2026, selling an estimated $121K and leaving 36,496 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Thrivent Financial for Lutherans first reported a position in WSFS in Q1 2016 and has held it in 35 quarters since. The position peaked at $16.4M in Q3 2018. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Thrivent Financial for Lutherans held 36,496 shares of WSFS Financial worth $2.39M as of Q1 2026.
  • Thrivent Financial for Lutherans sold 1,920 WSFS Financial shares in Q1 2026, an estimated $121K.
  • WSFS Financial made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1324 holding.
  • Thrivent Financial for Lutherans first reported a position in WSFS Financial in Q1 2016 and has held it in 35 quarters since.
  • Thrivent Financial for Lutherans's WSFS Financial position peaked at $16.4M in Q3 2018.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.