William Blair & Company’s WSFS Financial WSFS Stock Holding History

William Blair & Company’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	$261K	Buy	+3,396	New	+$243K	﹤0.01%	1476
2015 Q3	–	Sell	-735,340	Closed	-$20.1M	–	1550
2015 Q2	$20.1M	Buy	735,340 +41,824	+6%	+$1.06M	0.03%	645
2015 Q1	$17.5M	Buy	693,516 +10,767	+2%	+$275K	0.03%	652
2014 Q4	$17.5M	Buy	682,749 +30,138	+5%	+$761K	0.03%	641
2014 Q3	$15.6M	Buy	652,611 +15,096	+2%	+$365K	0.03%	678
2014 Q2	$15.7M	Sell	637,515 -35,835	-5%	-$832K	0.03%	673
2014 Q1	$16M	Buy	673,350 +95,214	+16%	+$2.29M	0.03%	650
2013 Q4	$14.9M	Buy	578,136 +58,665	+11%	+$1.37M	0.02%	651
2013 Q3	$10.4M	Buy	+519,471	New	+$10.4M	0.02%	717

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

William Blair & Company's WSFS Position: Q2 2026 in Review

William Blair & Company opened a new position in WSFS Financial (WSFS) in Q2 2026: 3,396 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: William Blair & Company previously reported a position in WSFS as recently as Q2 2015.

William Blair & Company first reported a position in WSFS in Q3 2013 and has held it in 9 quarters since. The position peaked at $20.1M in Q2 2015. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

William Blair & Company held 3,396 shares of WSFS Financial worth $261K as of Q2 2026.
WSFS Financial was a new William Blair & Company position in Q2 2026.
WSFS Financial made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1476 holding.
William Blair & Company first reported a position in WSFS Financial in Q3 2013 and has held it in 9 quarters since.
William Blair & Company's WSFS Financial position peaked at $20.1M in Q2 2015.
355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.