Richard Pzena - Pzena Investment Management
Holding/activity history for WSFS Financial Corp. (WSFS)
← All WSFS superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 878,588 | 0.19 | Add 0.20% | <0.01 | $60.55–73.06 · VW $68.53i | $57,512,370 | SEC |
| 2025 Q4 | 876,816 | 0.15 | Reduce 5.56% | <0.01 | $50.80–65.09 · VW $60.21i | $48,435,316 | SEC |
| 2025 Q3 | 928,413 | 0.16 | Add 14.45% | 0.02 | $49.92–59.29 · VW $53.77i | $50,069,313 | SEC |
| 2025 Q2 | 811,169 | 0.15 | Add 2.97% | <0.01 | $50.28–59.67 · VW $54.93i | $44,614,295 | SEC |
| 2025 Q1 | 787,809 | 0.14 | Reduce 0.35% | <0.01 | $42.44–59.43 · VW $51.14i | $40,863,653 | SEC |
| 2024 Q4 | 790,584 | 0.14 | Reduce 3.17% | <0.01 | $48.59–62.75 · VW $55.78i | $42,003,728 | SEC |
| 2024 Q3 | 816,470 | 0.13 | Reduce 9.25% | 0.01 | $47.60–56.42 · VW $51.06i | $41,631,805 | SEC |
| 2024 Q2 | 899,659 | 0.15 | Reduce 3.54% | <0.01 | $42.21–58.59 · VW $52.43i | $42,283,973 | SEC |
| 2024 Q1 | 932,721 | 0.14 | Reduce 7.05% | 0.01 | $40.20–45.50 · VW $42.81i | $42,103,026 | SEC |
| 2023 Q4 | 1,003,447 | 0.17 | Reduce 3.88% | <0.01 | $34.55–47.97 · VW $42.34i | $46,088,321 | SEC |
| 2023 Q3 | 1,043,996 | 0.16 | Reduce 0.09% | <0.01 | $33.12–44.71 · VW $37.74i | $38,105,854 | SEC |
| 2023 Q2 | 1,044,970 | 0.17 | Reduce 0.61% | <0.01 | $29.59–45.40 · VW $39.58i | $39,416,268 | SEC |
| 2023 Q1 | 1,051,347 | 0.17 | Reduce 4.27% | <0.01 | $33.42–51.77 · VW $40.12i | $39,541,161 | SEC |
| 2022 Q4 | 1,098,216 | 0.22 | Reduce 3.41% | <0.01 | $41.81–50.55 · VW $46.89i | $49,793,113 | SEC |
| 2022 Q3 | 1,136,976 | 0.26 | Reduce 3.88% | <0.01 | $44.74–51.76 · VW $47.69i | $52,824,000 | SEC |
| 2022 Q2 | 1,182,877 | 0.21 | Add 59.79% | 0.08 | $37.03–47.99 · VW $44.25i | $47,422,000 | SEC |
| 2022 Q1 | 740,256 | 0.13 | Add 5.08% | <0.01 | $39.90–54.04 · VW $44.67i | $34,511,000 | SEC |
| 2021 Q4 | 704,492 | 0.13 | Add 1.26% | <0.01 | $46.71–56.30 · VW $51.80i | $35,309,000 | SEC |
| 2021 Q3 | 695,741 | 0.14 | Add 2.20% | <0.01 | $42.58–56.08 · VW $50.16i | $35,698,000 | SEC |
| 2021 Q2 | 680,764 | 0.12 | Reduce 5.26% | <0.01 | $42.67–55.12 · VW $47.19i | $31,717,000 | SEC |
| 2021 Q1 | 718,591 | 0.15 | Reduce 30.39% | 0.07 | $40.64–55.18 · VW $48.97i | $35,779,000 | SEC |
| 2020 Q4 | 1,032,306 | 0.22 | Add 14.03% | 0.03 | $31.51–47.78 · VW $40.75i | $46,330,000 | SEC |
| 2020 Q3 | 905,269 | 0.15 | Add 11.76% | 0.02 | $24.59–33.84 · VW $30.04i | $24,415,000 | SEC |
| 2020 Q2 | 810,036 | 0.15 | Add 1.75% | <0.01 | $21.78–33.32 · VW $27.88i | $23,248,000 | SEC |
| 2020 Q1 | 796,091 | 0.15 | Add 4.70% | <0.01 | $17.84–42.24 · VW $29.75i | $19,839,000 | SEC |
| 2019 Q4 | 760,374 | 0.16 | Add 13.94% | 0.02 | $39.84–45.00 · VW $41.58i | $33,449,000 | SEC |
| 2019 Q3 | 667,350 | 0.16 | Add 0.44% | <0.01 | $39.26–46.05 · VW $42.49i | $29,430,000 | SEC |
| 2019 Q2 | 664,397 | 0.14 | Add 0.85% | <0.01 | $38.79–44.39 · VW $41.85i | $27,440,000 | SEC |
| 2019 Q1 | 658,829 | 0.14 | Reduce 4.00% | <0.01 | $37.19–45.13 · VW $41.83i | $25,431,000 | SEC |
| 2018 Q4 | 686,283 | 0.15 | Add 470.41% | 0.12 | $33.75–44.73 · VW $40.22i | $26,017,000 | SEC |
| 2018 Q3 | 120,314 | 0.03 | Add 0.70% | <0.01 | $40.04–57.65 · VW $46.74i | $5,673,000 | SEC |
| 2018 Q2 | 119,479 | 0.03 | Reduce 0.34% | <0.01 | $48.61–57.70 · VW $54.34i | $6,368,000 | SEC |
| 2018 Q1 | 119,881 | 0.03 | Reduce 19.57% | <0.01 | $46.65–52.20 · VW $49.65i | $5,742,000 | SEC |
| 2017 Q4 | 149,043 | 0.04 | Reduce 7.64% | <0.01 | $45.71–53.00 · VW $49.94i | $7,132,000 | SEC |
| 2017 Q3 | 161,373 | 0.04 | Reduce 52.28% | 0.04 | $42.45–52.15 · VW $48.10i | $7,867,000 | SEC |
| 2017 Q2 | 338,149 | 0.08 | Reduce 1.29% | <0.01 | $42.90–47.85 · VW $45.30i | $15,335,000 | SEC |
| 2017 Q1 | 342,554 | 0.09 | Reduce 41.59% | 0.07 | $43.25–50.55 · VW $47.00i | $15,740,000 | SEC |
| 2016 Q4 | 586,487 | 0.16 | Reduce 0.63% | <0.01 | $33.68–47.65 · VW $42.21i | $27,184,000 | SEC |
| 2016 Q3 | 590,212 | 0.13 | Add 2.00% | <0.01 | $31.90–39.31 · VW $35.42i | $21,537,000 | SEC |
| 2016 Q2 | 578,654 | 0.12 | Reduce 1.48% | <0.01 | $30.56–37.10 · VW $34.28i | $18,627,000 | SEC |
| 2016 Q1 | 587,338 | 0.12 | Reduce 0.53% | <0.01 | $26.40–34.74 · VW $31.76i | $19,100,000 | SEC |
| 2015 Q4 | 590,483 | 0.12 | Reduce 0.63% | <0.01 | $27.69–35.42 · VW $30.72i | $19,108,000 | SEC |
| 2015 Q3 | 594,208 | 0.11 | Add 21.06% | 0.02 | $26.26–32.40 · VW $30.14i | $17,119,000 | SEC |
| 2015 Q2 | 490,826 | 0.08 | Add 0.90% | <0.01 | $23.61–29.14 · VW $27.15i | $13,424,000 | SEC |
| 2015 Q1 | 486,426 | 0.07 | Reduce 4.98% | <0.01 | $23.59–26.67 · VW $24.66i | $12,263,000 | SEC |
| 2014 Q4 | 511,929 | 0.07 | Reduce 7.56% | <0.01 | $24.34–26.34 · VW $25.10i | $13,121,000 | SEC |
| 2014 Q3 | 553,779 | 0.07 | Reduce 0.55% | <0.01 | $23.12–26.66 · VW $25.33i | $13,219,000 | SEC |
| 2014 Q2 | 556,854 | 0.08 | Reduce 2.46% | <0.01 | $21.25–25.65 · VW $23.59i | $13,674,000 | SEC |
| 2014 Q1 | 570,903 | 0.08 | Reduce 5.11% | <0.01 | $21.78–24.73 · VW $23.02i | $13,593,000 | SEC |
| 2013 Q4 | 601,635 | 0.09 | Reduce 0.52% | <0.01 | $22.66–26.62 · VW $24.40i | $15,548,000 | SEC |
| 2013 Q3 | 604,785 | 0.08 | Reduce 42.45% | 0.06 | $19.04–25.28 · VW $22.55i | $12,146,000 | SEC |
| 2013 Q2 | 1,050,933 | 0.13 | Add 0.70% | <0.01 | $15.94–20.89 · VW $18.89i | $18,353,000 | SEC |
| 2013 Q1 | 1,043,586 | 0.12 | Reduce 2.52% | <0.01 | $14.79–16.57 · VW $15.89i | $16,920,000 | SEC |
| 2012 Q4 | 1,070,571 | 0.13 | Add 7.46% | <0.01 | $13.63–15.43 · VW $14.74i | $15,077,000 | SEC |
| 2012 Q3 | 996,237 | 0.12 | Reduce 0.64% | <0.01 | $12.83–14.50 · VW $13.83i | $13,708,000 | SEC |
| 2012 Q2 | 1,002,657 | 0.16 | Reduce 4.60% | <0.01 | $11.99–14.97 · VW $13.59i | $13,506,000 | SEC |
| 2012 Q1 | 1,051,032 | 0.15 | Add 0.78% | <0.01 | $11.98–14.65 · VW $13.31i | $14,364,000 | SEC |
| 2011 Q4 | 1,042,857 | 0.14 | Reduce 1.17% | <0.01 | $11.23–14.00 · VW $12.73i | $12,500,000 | SEC |
| 2011 Q3 | 1,055,193 | 0.13 | Reduce 2.60% | <0.01 | $9.97–14.07 · VW $12.43i | $11,104,000 | SEC |
| 2011 Q2 | 1,083,318 | 0.13 | Reduce 3.10% | <0.01 | $12.00–15.11 · VW $13.45i | $14,318,000 | SEC |
| 2011 Q1 | 1,117,968 | 0.16 | Reduce 0.07% | <0.01 | $13.00–16.02 · VW $14.67i | $17,552,000 | SEC |
| 2010 Q4 | 1,118,718 | 0.17 | Add 10.05% | 0.02 | $12.84–17.00 · VW $14.93i | $17,691,000 | SEC |
| 2010 Q3 | 1,016,550 | 0.14 | Add 7.44% | <0.01 | $11.95–13.01 · VW $12.66i | $12,710,000 | SEC |
| 2010 Q2 | 946,200 | 0.13 | Buy | 0.13 | $10.96–15.33 · VW $12.99i | $11,332,000 | SEC |
Price snapshot:
Current price$77.79
Avg. buy price$40.29
+/- since buy93.08%
52-week low$49.50
52-week high$79.13