Louisiana State Employees Retirement System WSFS — WSFS FINL CORP

Ownership history in Louisiana State Employees Retirement System  ·  21 quarters on record

AI Ownership Summary

Louisiana State Employees Retirement System reported WSFS FINL CORP (WSFS) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows WSFS at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Louisiana State Employees Retirement System's position in WSFS FINL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WSFS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WSFS stock page Louisiana State Employees Retirement System fund profile Louisiana State Employees Retirement System full holdings
How Louisiana State Employees Retirement System held WSFS — position size vs. price
% of Fund (quarterly)    WSFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.2% +17.5% ❌ 23,700 -1,300 -5.2% 0.03% $2K 2026-04-20 $70.44
2025 Q4 REDUCED — — — 25,000 -700 -2.7% 0.02% $1.4M 2026-01-16 $56.32
2025 Q3 REDUCED — — — 25,700 -800 -3.0% 0.02% $1.4M 2025-10-22 $52.29
2025 Q2 REDUCED — — — 26,500 -1,100 -4.0% 0.03% $1.5M 2025-07-23 $57.48
2025 Q1 REDUCED — — — 27,600 -900 -3.2% 0.03% $1.4M 2025-05-01 $51.20
2024 Q4 REDUCED — — — 28,500 -200 -0.7% 0.03% $1.5M 2025-01-29 $54.62
2024 Q3 REDUCED — — — 28,700 -1,500 -5.0% 0.03% $1.5M 2024-10-23 $49.64
2024 Q2 ADDED — — — 30,200 +200 +0.7% 0.03% $1.4M 2024-07-24 $54.85
2024 Q1 REDUCED — — — 30,000 -400 -1.3% 0.03% $1.4M 2024-04-23 $43.79
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSFS

As of 2026 Q2 — sorted by position size

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.48% Oliver Luxxe Assets LLC 3Y 7Y 0.26% Sensenig Capital Advisors, Inc 0.23% VISTA FINANCE, LLC 3Y 0.11% BDFS Capital LLC 0.11% Baron Wealth Management LLC 3Y 0.06% Curated Wealth Partners LLC 3Y 0.04% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.03% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.03% Brandywine Financial Group 0.02%

FAQ About Louisiana State Employees Retirement System and WSFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Louisiana State Employees Retirement System reported owning WSFS?

Louisiana State Employees Retirement System reported WSFS across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported WSFS position in Louisiana State Employees Retirement System's portfolio?

The largest reported portfolio weight for WSFS was 0.03% in 2024 Q4.

What is the latest reported WSFS position on this page?

The most recent filing on this page is 2026 Q1, when Louisiana State Employees Retirement System reported 23,700 shares, equal to 0.03% of portfolio, with an estimated market value of $2K.

What does the chart on this WSFS ownership page compare?

The chart compares Louisiana State Employees Retirement System's quarterly WSFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Louisiana State Employees Retirement System time their WSFS position?

Based on 13F filing dates vs. subsequent WSFS price moves, Louisiana State Employees Retirement System correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on WSFS relative to SPY over the holding period was -4.0%.

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