WCM
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Wedge Capital Management’s WSFS Financial WSFS Stock Holding History

Wedge 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 		$2M Sell
26,032
-1,357
-5% -$97.3K 0.03% 338
2026
Q1 		$1.79M Sell
27,389
-7,540
-22% -$475K 0.03% 367
2025
Q4 		$1.93M Sell
34,929
-759
-2% -$41.5K 0.03% 352
2025
Q3 		$1.92M Sell
35,688
-3,059
-8% -$173K 0.03% 352
2025
Q2 		$2.13M Sell
38,747
-942
-2% -$48.9K 0.04% 320
2025
Q1 		$2.06M Sell
39,689
-27,912
-41% -$1.5M 0.04% 317
2024
Q4 		$3.59M Sell
67,601
-506
-0.7% -$27.5K 0.06% 246
2024
Q3 		$3.47M Sell
68,107
-14,264
-17% -$739K 0.06% 256
2024
Q2 		$3.87M Buy
82,371
+18,636
+29% +$825K 0.07% 234
2024
Q1 		$2.88M Sell
63,735
-635
-1% -$27.6K 0.05% 290
2023
Q4 		$2.96M Buy
64,370
+36,424
+130% +$1.43M 0.05% 279
2023
Q3 		$1.02M Sell
27,946
-13,894
-33% -$554K 0.02% 348
2023
Q2 		$1.58M Sell
41,840
-2,970
-7% -$106K 0.03% 394
2023
Q1 		$1.69M Sell
44,810
-1,097
-2% -$50.4K 0.03% 292
2022
Q4 		$2.08M Sell
45,907
-2,196
-5% -$103K 0.03% 288
2022
Q3 		$2.23M Sell
48,103
-2,541
-5% -$119K 0.04% 293
2022
Q2 		$2.03M Sell
50,644
-3,729
-7% -$153K 0.03% 297
2022
Q1 		$2.54M Sell
54,373
-3,030
-5% -$157K 0.03% 289
2021
Q4 		$2.88M Sell
57,403
-5,202
-8% -$272K 0.04% 292
2021
Q3 		$3.21M Sell
62,605
-2,683
-4% -$121K 0.04% 291
2021
Q2 		$3.04M Sell
65,288
-10,841
-14% -$552K 0.04% 289
2021
Q1 		$3.79M Sell
76,129
-208,012
-73% -$10M 0.05% 284
2020
Q4 		$12.8M Sell
284,141
-43,375
-13% -$1.59M 0.15% 202
2020
Q3 		$8.83M Buy
327,516
+3,005
+0.9% +$84.8K 0.12% 206
2020
Q2 		$9.31M Buy
324,511
+23,009
+8% +$609K 0.13% 198
2020
Q1 		$7.51M Buy
301,502
+50,533
+20% +$1.83M 0.13% 201
2019
Q4 		$11M Sell
250,969
-607
-0.2% -$26.5K 0.12% 217
2019
Q3 		$11.1M Sell
251,576
-4,846
-2% -$204K 0.13% 210
2019
Q2 		$10.6M Sell
256,422
-4,988
-2% -$207K 0.12% 218
2019
Q1 		$10.1M Sell
261,410
-35,312
-12% -$1.47M 0.12% 221
2018
Q4 		$11.2M Sell
296,722
-58,162
-16% -$2.45M 0.14% 202
2018
Q3 		$16.7M Sell
354,884
-13,955
-4% -$718K 0.16% 178
2018
Q2 		$19.7M Sell
368,839
-28,737
-7% -$1.49M 0.19% 142
2018
Q1 		$19M Sell
397,576
-27,594
-6% -$1.36M 0.18% 145
2017
Q4 		$20.3M Buy
425,170
+15,820
+4% +$780K 0.18% 152
2017
Q3 		$20M Sell
409,350
-10,435
-2% -$471K 0.19% 159
2017
Q2 		$19M Buy
419,785
+9,630
+2% +$440K 0.18% 157
2017
Q1 		$18.8M Sell
410,155
-38,715
-9% -$1.76M 0.18% 150
2016
Q4 		$20.8M Buy
448,870
+6,355
+1% +$256K 0.2% 154
2016
Q3 		$16.1M Sell
442,515
-5,908
-1% -$213K 0.16% 172
2016
Q2 		$14.4M Sell
448,423
-11,236
-2% -$382K 0.15% 183
2016
Q1 		$14.9M Sell
459,659
-4,600
-1% -$139K 0.16% 183
2015
Q4 		$15M Sell
464,259
-4,320
-0.9% -$138K 0.16% 180
2015
Q3 		$13.5M Sell
468,579
-1,325
-0.3% -$37.3K 0.14% 201
2015
Q2 		$12.9M Sell
469,904
-10,900
-2% -$277K 0.12% 204
2015
Q1 		$12.1M Sell
480,804
-45,150
-9% -$1.15M 0.12% 205
2014
Q4 		$13.5M Buy
525,954
+96,870
+23% +$2.45M 0.14% 202
2014
Q3 		$10.2M Buy
429,084
+178,119
+71% +$4.31M 0.11% 226
2014
Q2 		$6.16M Sell
250,965
-2,610
-1% -$60.6K 0.06% 266
2014
Q1 		$6.04M Sell
253,575
-17,010
-6% -$409K 0.06% 265
2013
Q4 		$6.99M Sell
270,585
-44,550
-14% -$1.04M 0.07% 257
2013
Q3 		$6.33M Sell
315,135
-8,250
-3% -$165K 0.07% 256
2013
Q2 		$5.65M Buy
+323,385
New +$5.37M 0.07% 265

Other funds holding WSFS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
SCA
Sensenig Capital Advisors Collegeville, Pennsylvania $109M AUM

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

Wedge Capital Management reduced its WSFS Financial (WSFS) stake by 5% in Q2 2026, selling an estimated $97.3K and leaving 26,032 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #338.

Wedge Capital Management first reported a position in WSFS in Q2 2013 and has held it in 53 quarters since. The position peaked at $20.8M in Q4 2016. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Wedge Capital Management held 26,032 shares of WSFS Financial worth $2M as of Q2 2026.
  • Wedge Capital Management sold 1,357 WSFS Financial shares in Q2 2026, an estimated $97.3K.
  • WSFS Financial made up 0.03% of Wedge Capital Management's portfolio in Q2 2026, its #338 holding.
  • Wedge Capital Management first reported a position in WSFS Financial in Q2 2013 and has held it in 53 quarters since.
  • Wedge Capital Management's WSFS Financial position peaked at $20.8M in Q4 2016.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.