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Disclosery

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.: WSFS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. on WSFS, newest first. How the timeline and the estimate are built.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held 705,083 WSFS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 705,083 shares
    Change vs previous 13F +180,903 shares

    0.48% of the 13F portfolio, value $54,101,018.

    13F-HR 0001021642-26-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 524,180 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $34,312,823.

    13F-HR 0001021642-26-000002 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).