WSFS — WSFS FINL CORP COMMON

Ownership history in WEDGE CAPITAL MANAGEMENT L L P/NC  ·  82 quarters on record

AI Ownership Summary

WEDGE CAPITAL MANAGEMENT L L P/NC reported WSFS FINL CORP COMMON (WSFS) in 82 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q2. 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 WEDGE CAPITAL MANAGEMENT L L P/NC's position in WSFS FINL CORP COMMON, 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
0.07% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 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 WEDGE CAPITAL MANAGEMENT L L P/NC fund profile WEDGE CAPITAL MANAGEMENT L L P/NC full holdings
How WEDGE CAPITAL MANAGEMENT L L P/NC 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 27,389 -7,540 -21.6% 0.03% $1.8M 2026-04-13 $69.36
2025 Q4 REDUCED 34,929 -759 -2.1% 0.03% $1.9M 2026-01-14 $56.01
2025 Q3 REDUCED 35,688 -3,059 -7.9% 0.03% $1.9M 2025-10-10 $51.31
2025 Q2 REDUCED 38,747 -942 -2.4% 0.04% $2.1M 2025-07-11 $57.71
2025 Q1 REDUCED 39,689 -27,912 -41.3% 0.04% $2.1M 2025-04-14 $45.81
2024 Q4 REDUCED 67,601 -506 -0.7% 0.06% $3.6M 2025-01-15 $53.20
2024 Q3 REDUCED 68,107 -14,264 -17.3% 0.06% $3.5M 2024-10-11 $49.85
2024 Q2 ADDED 82,371 +18,636 +29.2% 0.07% $3.9M 2024-07-17 $54.71
2024 Q1 REDUCED 63,735 -635 -1.0% 0.05% $2.9M 2024-04-23 $43.91
2023 Q4 ADDED 64,370 +36,424 +130.3% 0.05% $3.0M 2024-02-01 $42.49
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSFS

As of 2026 Q1 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.52% Sippican Capital Advisors 3Y 7Y 0.5% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.34% Oliver Luxxe Assets LLC 3Y 7Y 0.34% Bayforest Capital Ltd 0.25% Prosperity Advisers, LLC 0.22% Sensenig Capital Advisors, Inc 0.22% PLANNING DIRECTIONS INC 3Y 7Y 0.22% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.19% BDFS Capital LLC 0.1%

FAQ About WEDGE CAPITAL MANAGEMENT L L P/NC and WSFS

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

How long has WEDGE CAPITAL MANAGEMENT L L P/NC reported owning WSFS?

WEDGE CAPITAL MANAGEMENT L L P/NC reported WSFS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WSFS position in WEDGE CAPITAL MANAGEMENT L L P/NC's portfolio?

The largest reported portfolio weight for WSFS was 0.07% in 2024 Q2.

What is the latest reported WSFS position on this page?

The most recent filing on this page is 2026 Q1, when WEDGE CAPITAL MANAGEMENT L L P/NC reported 27,389 shares, equal to 0.03% of portfolio, with an estimated market value of $1.8M.

What does the chart on this WSFS ownership page compare?

The chart compares WEDGE CAPITAL MANAGEMENT L L P/NC'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.

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