Richard Pzena - Pzena Investment Management
Holding/activity history for WSFS Financial Corp. (WSFS)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 878,588 | 0.19 | Add 0.20% | <0.01 | $65.46 | $57,512,370 | SEC |
| 2025 Q4 | 876,816 | 0.15 | Reduce 5.56% | <0.01 | $55.24 | $48,435,316 | SEC |
| 2025 Q3 | 928,413 | 0.16 | Add 14.45% | 0.02 | $53.93 | $50,069,313 | SEC |
| 2025 Q2 | 811,169 | 0.15 | Add 2.97% | <0.01 | $55.00 | $44,614,295 | SEC |
| 2025 Q1 | 787,809 | 0.14 | Reduce 0.35% | <0.01 | $51.87 | $40,863,653 | SEC |
| 2024 Q4 | 790,584 | 0.14 | Reduce 3.17% | <0.01 | $53.13 | $42,003,728 | SEC |
| 2024 Q3 | 816,470 | 0.13 | Reduce 9.25% | 0.01 | $50.99 | $41,631,805 | SEC |
| 2024 Q2 | 899,659 | 0.15 | Reduce 3.54% | <0.01 | $47.00 | $42,283,973 | SEC |
| 2024 Q1 | 932,721 | 0.14 | Reduce 7.05% | 0.01 | $45.14 | $42,103,026 | SEC |
| 2023 Q4 | 1,003,447 | 0.17 | Reduce 3.88% | <0.01 | $45.93 | $46,088,321 | SEC |
| 2023 Q3 | 1,043,996 | 0.16 | Reduce 0.09% | <0.01 | $36.50 | $38,105,854 | SEC |
| 2023 Q2 | 1,044,970 | 0.17 | Reduce 0.61% | <0.01 | $37.72 | $39,416,268 | SEC |
| 2023 Q1 | 1,051,347 | 0.17 | Reduce 4.27% | <0.01 | $37.61 | $39,541,161 | SEC |
| 2022 Q4 | 1,098,216 | 0.22 | Reduce 3.41% | <0.01 | $45.34 | $49,793,113 | SEC |
| 2022 Q3 | 1,136,976 | 0.26 | Reduce 3.88% | <0.01 | $46.46 | $52,824,000 | SEC |
| 2022 Q2 | 1,182,877 | 0.21 | Add 59.79% | 0.08 | $40.09 | $47,422,000 | SEC |
| 2022 Q1 | 740,256 | 0.13 | Add 5.08% | <0.01 | $46.62 | $34,511,000 | SEC |
| 2021 Q4 | 704,492 | 0.13 | Add 1.26% | <0.01 | $50.12 | $35,309,000 | SEC |
| 2021 Q3 | 695,741 | 0.14 | Add 2.20% | <0.01 | $51.31 | $35,698,000 | SEC |
| 2021 Q2 | 680,764 | 0.12 | Reduce 5.26% | <0.01 | $46.59 | $31,717,000 | SEC |
| 2021 Q1 | 718,591 | 0.15 | Reduce 30.39% | 0.07 | $49.79 | $35,779,000 | SEC |
| 2020 Q4 | 1,032,306 | 0.22 | Add 14.03% | 0.03 | $44.88 | $46,330,000 | SEC |
| 2020 Q3 | 905,269 | 0.15 | Add 11.76% | 0.02 | $26.97 | $24,415,000 | SEC |
| 2020 Q2 | 810,036 | 0.15 | Add 1.75% | <0.01 | $28.70 | $23,248,000 | SEC |
| 2020 Q1 | 796,091 | 0.15 | Add 4.70% | <0.01 | $24.92 | $19,839,000 | SEC |
| 2019 Q4 | 760,374 | 0.16 | Add 13.94% | 0.02 | $43.99 | $33,449,000 | SEC |
| 2019 Q3 | 667,350 | 0.16 | Add 0.44% | <0.01 | $44.10 | $29,430,000 | SEC |
| 2019 Q2 | 664,397 | 0.14 | Add 0.85% | <0.01 | $41.30 | $27,440,000 | SEC |
| 2019 Q1 | 658,829 | 0.14 | Reduce 4.00% | <0.01 | $38.60 | $25,431,000 | SEC |
| 2018 Q4 | 686,283 | 0.15 | Add 470.41% | 0.12 | $37.91 | $26,017,000 | SEC |
| 2018 Q3 | 120,314 | 0.03 | Add 0.70% | <0.01 | $47.15 | $5,673,000 | SEC |
| 2018 Q2 | 119,479 | 0.03 | Reduce 0.34% | <0.01 | $53.30 | $6,368,000 | SEC |
| 2018 Q1 | 119,881 | 0.03 | Reduce 19.57% | <0.01 | $47.90 | $5,742,000 | SEC |
| 2017 Q4 | 149,043 | 0.04 | Reduce 7.64% | <0.01 | $47.85 | $7,132,000 | SEC |
| 2017 Q3 | 161,373 | 0.04 | Reduce 52.28% | 0.04 | $48.75 | $7,867,000 | SEC |
| 2017 Q2 | 338,149 | 0.08 | Reduce 1.29% | <0.01 | $45.35 | $15,335,000 | SEC |
| 2017 Q1 | 342,554 | 0.09 | Reduce 41.59% | 0.07 | $45.95 | $15,740,000 | SEC |
| 2016 Q4 | 586,487 | 0.16 | Reduce 0.63% | <0.01 | $46.35 | $27,184,000 | SEC |
| 2016 Q3 | 590,212 | 0.13 | Add 2.00% | <0.01 | $36.49 | $21,537,000 | SEC |
| 2016 Q2 | 578,654 | 0.12 | Reduce 1.48% | <0.01 | $32.19 | $18,627,000 | SEC |
| 2016 Q1 | 587,338 | 0.12 | Reduce 0.53% | <0.01 | $32.52 | $19,100,000 | SEC |
| 2015 Q4 | 590,483 | 0.12 | Reduce 0.63% | <0.01 | $32.36 | $19,108,000 | SEC |
| 2015 Q3 | 594,208 | 0.11 | Add 21.06% | 0.02 | $28.81 | $17,119,000 | SEC |
| 2015 Q2 | 490,826 | 0.08 | Add 202.71% | 0.05 | $27.35 | $13,424,000 | SEC |
| 2015 Q1 | 162,142 | 0.07 | Reduce 4.98% | <0.01 | $75.63 | $12,263,000 | SEC |
| 2014 Q4 | 170,643 | 0.07 | Reduce 7.56% | <0.01 | $76.89 | $13,121,000 | SEC |
| 2014 Q3 | 184,593 | 0.07 | Reduce 0.55% | <0.01 | $71.61 | $13,219,000 | SEC |
| 2014 Q2 | 185,618 | 0.08 | Reduce 2.46% | <0.01 | $73.67 | $13,674,000 | SEC |
| 2014 Q1 | 190,301 | 0.08 | Reduce 5.11% | <0.01 | $71.43 | $13,593,000 | SEC |
| 2013 Q4 | 200,545 | 0.09 | Reduce 0.52% | <0.01 | $77.53 | $15,548,000 | SEC |
| 2013 Q3 | 201,595 | 0.08 | Reduce 42.45% | 0.06 | $60.25 | $12,146,000 | SEC |
| 2013 Q2 | 350,311 | 0.13 | Add 0.70% | <0.01 | $52.39 | $18,353,000 | SEC |
| 2013 Q1 | 347,862 | 0.12 | Reduce 2.52% | <0.01 | $48.64 | $16,920,000 | SEC |
| 2012 Q4 | 356,857 | 0.13 | Add 7.46% | <0.01 | $42.25 | $15,077,000 | SEC |
| 2012 Q3 | 332,079 | 0.12 | Reduce 0.64% | <0.01 | $41.28 | $13,708,000 | SEC |
| 2012 Q2 | 334,219 | 0.16 | Reduce 4.60% | <0.01 | $40.41 | $13,506,000 | SEC |
| 2012 Q1 | 350,344 | 0.15 | Add 0.78% | <0.01 | $41.00 | $14,364,000 | SEC |
| 2011 Q4 | 347,619 | 0.14 | Reduce 1.17% | <0.01 | $35.96 | $12,500,000 | SEC |
| 2011 Q3 | 351,731 | 0.13 | Reduce 2.60% | <0.01 | $31.57 | $11,104,000 | SEC |
| 2011 Q2 | 361,106 | 0.13 | Reduce 3.10% | <0.01 | $39.65 | $14,318,000 | SEC |
| 2011 Q1 | 372,656 | 0.16 | Reduce 0.07% | <0.01 | $47.10 | $17,552,000 | SEC |
| 2010 Q4 | 372,906 | 0.17 | Add 10.05% | 0.02 | $47.44 | $17,691,000 | SEC |
| 2010 Q3 | 338,850 | 0.14 | Add 7.44% | <0.01 | $37.51 | $12,710,000 | SEC |
| 2010 Q2 | 315,400 | 0.13 | Buy | 0.13 | $35.93 | $11,332,000 | SEC |