Richard Pzena's WSFS Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 878,588 shares of WSFS Financial Corporation (WSFS) worth $57.51 M, representing 0.19% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in WSFS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 565,969 shares. Largest reduction occurred in Q3 2013, reducing 446,148 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's WSFS Financial Corporation (WSFS) Holding Value Over Time
Track share changes against reported price movement
Quarterly WSFS Financial Corporation (WSFS) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1,772 | Add 0.20% | 878,588 | $65.46 |
| Q4 2025 | -51,597 | Reduce 5.56% | 876,816 | $55.24 |
| Q3 2025 | +117,244 | Add 14.45% | 928,413 | $53.93 |
| Q2 2025 | +23,360 | Add 2.97% | 811,169 | $55.00 |
| Q1 2025 | -2,775 | Reduce 0.35% | 787,809 | $51.87 |
| Q4 2024 | -25,886 | Reduce 3.17% | 790,584 | $53.13 |
| Q3 2024 | -83,189 | Reduce 9.25% | 816,470 | $50.99 |
| Q2 2024 | -33,062 | Reduce 3.54% | 899,659 | $47.00 |
| Q1 2024 | -70,726 | Reduce 7.05% | 932,721 | $45.14 |
| Q4 2023 | -40,549 | Reduce 3.88% | 1 M | $45.93 |
| Q3 2023 | -974 | Reduce 0.09% | 1.04 M | $36.50 |
| Q2 2023 | -6,377 | Reduce 0.61% | 1.04 M | $37.72 |
| Q1 2023 | -46,869 | Reduce 4.27% | 1.05 M | $37.61 |
| Q4 2022 | -38,760 | Reduce 3.41% | 1.1 M | $45.34 |
| Q3 2022 | -45,901 | Reduce 3.88% | 1.14 M | $46.46 |
| Q2 2022 | +442,621 | Add 59.79% | 1.18 M | $40.09 |
| Q1 2022 | +35,764 | Add 5.08% | 740,256 | $46.62 |
| Q4 2021 | +8,751 | Add 1.26% | 704,492 | $50.12 |
| Q3 2021 | +14,977 | Add 2.20% | 695,741 | $51.31 |
| Q2 2021 | -37,827 | Reduce 5.26% | 680,764 | $46.59 |
| Q1 2021 | -313,715 | Reduce 30.39% | 718,591 | $49.79 |
| Q4 2020 | +127,037 | Add 14.03% | 1.03 M | $44.88 |
| Q3 2020 | +95,233 | Add 11.76% | 905,269 | $26.97 |
| Q2 2020 | +13,945 | Add 1.75% | 810,036 | $28.70 |
| Q1 2020 | +35,717 | Add 4.70% | 796,091 | $24.92 |
| Q4 2019 | +93,024 | Add 13.94% | 760,374 | $43.99 |
| Q3 2019 | +2,953 | Add 0.44% | 667,350 | $44.10 |
| Q2 2019 | +5,568 | Add 0.85% | 664,397 | $41.30 |
| Q1 2019 | -27,454 | Reduce 4.00% | 658,829 | $38.60 |
| Q4 2018 | +565,969 | Add 470.41% | 686,283 | $37.91 |
| Q3 2018 | +835 | Add 0.70% | 120,314 | $47.15 |
| Q2 2018 | -402 | Reduce 0.34% | 119,479 | $53.30 |
| Q1 2018 | -29,162 | Reduce 19.57% | 119,881 | $47.90 |
| Q4 2017 | -12,330 | Reduce 7.64% | 149,043 | $47.85 |
| Q3 2017 | -176,776 | Reduce 52.28% | 161,373 | $48.75 |
| Q2 2017 | -4,405 | Reduce 1.29% | 338,149 | $45.35 |
| Q1 2017 | -243,933 | Reduce 41.59% | 342,554 | $45.95 |
| Q4 2016 | -3,725 | Reduce 0.63% | 586,487 | $46.35 |
| Q3 2016 | +11,558 | Add 2.00% | 590,212 | $36.49 |
| Q2 2016 | -8,684 | Reduce 1.48% | 578,654 | $32.19 |
| Q1 2016 | -3,145 | Reduce 0.53% | 587,338 | $32.52 |
| Q4 2015 | -3,725 | Reduce 0.63% | 590,483 | $32.36 |
| Q3 2015 | +103,382 | Add 21.06% | 594,208 | $28.81 |
| Q2 2015 | +4,400 | Add 0.90% | 490,826 | $27.35 |
| Q1 2015 | -25,503 | Reduce 4.98% | 486,426 | $25.21 |
| Q4 2014 | -41,850 | Reduce 7.56% | 511,929 | $25.63 |
| Q3 2014 | -3,075 | Reduce 0.55% | 553,779 | $23.87 |
| Q2 2014 | -14,049 | Reduce 2.46% | 556,854 | $24.56 |
| Q1 2014 | -30,732 | Reduce 5.11% | 570,903 | $23.81 |
| Q4 2013 | -3,150 | Reduce 0.52% | 601,635 | $25.84 |
| Q3 2013 | -446,148 | Reduce 42.45% | 604,785 | $20.08 |
| Q2 2013 | +1.05 M | Add 0.00% | 1.05 M | $17.46 |
Richard Pzena's WSFS Financial Corporation Investment FAQs
Richard Pzena first purchased WSFS Financial Corporation (WSFS) in Q2 2013, acquiring 1,050,933 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held WSFS Financial Corporation (WSFS) for 52 quarters since Q2 2013.
Richard Pzena's largest addition to WSFS Financial Corporation (WSFS) was in Q2 2013, adding 1,050,933 shares worth $18.35 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 878,588 shares of WSFS Financial Corporation (WSFS), valued at approximately $57.51 M.
As of the Q1 2026 filing, WSFS Financial Corporation (WSFS) represents approximately 0.19% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in WSFS Financial Corporation (WSFS) was 1,182,877 shares, as reported at the end of Q2 2022.