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Vaughan Nelson Investment Management’s WSFS Financial WSFS Stock Holding History

Vaughan Nelson Investment 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 		$54.1M Buy
705,083
+180,903
+35% +$13M 0.48% 90
2026
Q1 		$34.3M Buy
+524,180
New +$33M 0.34% 111

Other funds holding WSFS

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM

Vaughan Nelson Investment Management's WSFS Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its WSFS Financial (WSFS) stake by 35% in Q2 2026, buying an estimated $13M and bringing the position to 705,083 shares worth $54.1M. The position accounts for 0.48% of the portfolio, ranked #90.

Vaughan Nelson Investment Management first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Vaughan Nelson Investment Management held 705,083 shares of WSFS Financial worth $54.1M as of Q2 2026.
  • Vaughan Nelson Investment Management bought 180,903 WSFS Financial shares in Q2 2026, an estimated $13M.
  • WSFS Financial made up 0.48% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #90 holding.
  • Vaughan Nelson Investment Management first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.