WSFS FINL CORP (WSFS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
329
Reporting holders
$3.6B
Reported value
91.3%
Of shares outstanding
0.0%
Held as options
+24
Holder change
Institutions report 46,660,335 shares against 51,090,605 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $576.7M | 7,515,901 | 0.01% | 8q | -1.8%-$10.3M |
| DIMENSIONAL FUND ADVISORS LP | $274.2M | 3,572,913 | 0.05% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254.1M | 3,312,116 | 0.01% | 2q | +1.7%+$4.2M |
| STATE STREET CORP | $232.7M | 3,032,754 | 0.01% | 31q | +4.5%+$10.0M |
| FRANKLIN RESOURCES INC | $177.3M | 2,310,174 | 0.04% | 31q | -10.3%-$20.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $173.1M | 2,255,877 | 0.00% | 2q | -4.7%-$8.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $120.5M | 1,570,611 | 0.01% | 31q | +15.4%+$16.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89.4M | 1,165,245 | 0.13% | 3q | -24.5%-$29.0M |
| Invesco Ltd. | $80.7M | 1,052,326 | 0.01% | 31q | +11.4%+$8.2M |
| PZENA INVESTMENT MANAGEMENT LLC | $68.2M | 888,496 | 0.20% | 31q | +1.1%+$760.2K |
| JPMORGAN CHASE & CO | $63.7M | 828,398 | 0.00% | 31q | -24.5%-$20.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.4M | 735,191 | 0.01% | 31q | +5.2%+$2.8M |
| Sixth Street Partners Management Company, L.P. | $56.4M | 735,191 | 0.01% | new | NEW |
| BROWN ADVISORY INC | $56.1M | 731,582 | 0.09% | 22q | -1.8%-$1.0M |
| AMERICAN CENTURY COMPANIES INC | $54.9M | 715,383 | 0.02% | 25q | +3.5%+$1.8M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $54.1M | 705,083 | 0.48% | 2q | +34.5%+$13.9M |
| BANK OF AMERICA CORP /DE/ | $49.6M | 646,080 | 0.00% | 31q | -12.4%-$7.0M |
| NORGES BANK | $49.0M | 638,922 | 0.00% | 32q | -9.9%-$5.4M |
| GOLDMAN SACHS GROUP INC | $47.0M | 612,403 | 0.00% | 31q | +21.4%+$8.3M |
| NORTHERN TRUST CORP | $46.6M | 607,642 | 0.01% | 31q | +4.5%+$2.0M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41.1M | 535,179 | 0.38% | 31q | -20.8%-$10.8M |
| PRINCIPAL FINANCIAL GROUP INC | $41.0M | 534,461 | 0.02% | 30q | +25.0%+$8.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $40.0M | 521,623 | 0.03% | 31q | -1.6%-$656.2K |
| TWO SIGMA INVESTMENTS, LP | $38.7M | 504,502 | 0.03% | 5q | +99.2%+$19.3M |
| MORGAN STANLEY | $33.3M | 433,570 | 0.00% | 35q | +0.7%+$243.7K |
| RAYMOND JAMES FINANCIAL INC | $29.8M | 388,295 | 0.01% | 7q | -6.8%-$2.2M |
| Bank of New York Mellon Corp | $29.7M | 387,352 | 0.00% | 31q | HELD |
| Nuveen, LLC | $28.0M | 364,947 | 0.01% | 6q | +33.3%+$7.0M |
| Public Sector Pension Investment Board | $27.4M | 357,552 | 0.04% | 22q | +87.2%+$12.8M |
| Qube Research & Technologies Ltd | $26.9M | 351,205 | 0.03% | 4q | +2767.7%+$26.0M |
| Aberdeen Group plc | $26.8M | 349,353 | 0.04% | 10q | -10.7%-$3.2M |
| FMR LLC | $26.5M | 345,298 | 0.00% | 31q | +407.6%+$21.3M |
| VANGUARD FIDUCIARY TRUST CO | $26.4M | 343,779 | 0.01% | 2q | -1.5%-$413.1K |
| COOKE & BIELER LP | $25.3M | 330,340 | 0.29% | 22q | -58.1%-$35.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $23.6M | 307,789 | 0.00% | 31q | +111.7%+$12.5M |
| PALISADE CAPITAL MANAGEMENT, LP | $21.5M | 279,625 | 0.93% | 31q | -52.4%-$23.6M |
| AQR CAPITAL MANAGEMENT LLC | $19.7M | 256,901 | 0.01% | 7q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $17.9M | 233,296 | 0.02% | 31q | +0.8%+$145.8K |
| ALLIANCEBERNSTEIN L.P. | $17.5M | 267,211 | 0.01% | 31q | -46.1%-$15.0M |
| Fisher Asset Management, LLC | $17.5M | 227,957 | 0.01% | 12q | HELD |
| CITADEL ADVISORS LLC | $14.6M | 189,946 | 0.00% | 5q | +73.7%+$6.2M |
| ALGERT GLOBAL LLC | $14.1M | 183,668 | 0.17% | 2q | +5.8%+$766.8K |
| Clearbridge Investments, LLC | $13.0M | 168,798 | 0.01% | 8q | -11.9%-$1.8M |
| WELLS FARGO & COMPANY/MN | $12.8M | 166,593 | 0.00% | 31q | -42.0%-$9.2M |
| Bridgewater Associates, LP | $12.2M | 158,444 | 0.05% | 2q | +77.4%+$5.3M |
| Allspring Global Investments Holdings, LLC | $11.6M | 147,373 | 0.02% | 19q | +10.0%+$1.1M |
| VICTORY CAPITAL MANAGEMENT INC | $11.0M | 143,422 | 0.01% | 30q | +11.3%+$1.1M |
| EARNEST PARTNERS LLC | $10.7M | 139,342 | 0.04% | 18q | -3.7%-$415.9K |
| RHUMBLINE ADVISERS | $10.1M | 131,995 | 0.01% | 31q | -11.4%-$1.3M |
| Legal & General Group Plc | $9.1M | 119,213 | 0.00% | 31q | -2.6%-$245.8K |
| CRAWFORD INVESTMENT COUNSEL INC | $9.1M | 118,806 | 0.15% | 18q | -0.8%-$75.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.1M | 118,291 | 0.00% | 31q | HELD |
| SEI INVESTMENTS CO | $9.0M | 117,812 | 0.01% | 31q | -32.5%-$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | $8.4M | 109,365 | 0.00% | 22q | -2.2%-$191.0K |
| PRUDENTIAL FINANCIAL INC | $8.3M | 107,970 | 0.01% | 31q | +18.9%+$1.3M |
| TUDOR INVESTMENT CORP ET AL | $8.1M | 105,538 | 0.01% | 4q | +238.1%+$5.7M |
| Swiss National Bank | $8.0M | 104,740 | 0.00% | 31q | -3.1%-$260.9K |
| UBS Group AG | $7.9M | 103,247 | 0.00% | 31q | -58.5%-$11.2M |
| AMERIPRISE FINANCIAL INC | $7.3M | 94,670 | 0.00% | 31q | -53.3%-$8.3M |
| Point72 Asset Management, L.P. | $7.1M | 93,097 | 0.01% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.0M | 91,483 | 0.00% | 3q | +422.1%+$5.7M |
| INTECH INVESTMENT MANAGEMENT LLC | $6.7M | 87,297 | 0.06% | 8q | +22.2%+$1.2M |
| FIRST TRUST ADVISORS LP | $6.5M | 85,061 | 0.00% | 31q | -20.6%-$1.7M |
| Edgestream Partners, L.P. | $6.5M | 84,416 | 0.19% | new | NEW |
| Wilmington Savings Fund Society, FSB | $6.0M | 78,398 | 0.13% | 17q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $5.8M | 76,023 | 0.01% | 5q | -0.8%-$44.7K |
| GREAT LAKES ADVISORS, LLC | $5.7M | 74,597 | 0.04% | 14q | -18.9%-$1.3M |
| MILLENNIUM MANAGEMENT LLC | $5.5M | 72,300 | 0.00% | 17q | +75.7%+$2.4M |
| WINTON GROUP Ltd | $5.0M | 65,328 | 0.16% | new | NEW |
| ROYAL BANK OF CANADA | $4.7M | 61,293 | 0.00% | 31q | -4.3%-$210.9K |
| LAZARD ASSET MANAGEMENT LLC | $4.6M | 60,598 | 0.01% | 2q | +129.9%+$2.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 58,891 | 0.01% | 2q | +230.6%+$3.2M |
| CITIGROUP INC | $4.4M | 57,524 | 0.00% | 31q | +21.5%+$780.5K |
| DEUTSCHE BANK AG\ | $4.3M | 55,456 | 0.00% | 34q | +22.5%+$782.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.2M | 54,392 | 0.01% | 6q | -14.3%-$698.9K |
| BNP PARIBAS FINANCIAL MARKETS | $3.9M | 50,291 | 0.00% | 31q | +315.2%+$2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.8M | 49,162 | 0.00% | 2q | +4.4%+$160.7K |
| Russell Investments Group, Ltd. | $3.6M | 46,274 | 0.00% | 31q | +166.9%+$2.2M |
| Pathstone Holdings, LLC | $3.5M | 45,351 | 0.01% | 11q | +37.7%+$953.4K |
| Louisiana State Employees Retirement System | $3.3M | 46,500 | 0.03% | 22q | +96.2%+$1.6M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.2M | 42,059 | 0.06% | 13q | HELD |
| BARCLAYS PLC | $3.1M | 39,938 | 0.00% | 31q | +23.5%+$582.6K |
| Assenagon Asset Management S.A. | $2.8M | 36,068 | 0.00% | new | NEW |
| Rafferty Asset Management, LLC | $2.5M | 32,841 | 0.01% | 14q | -23.6%-$777.7K |
| Integrated Quantitative Investments LLC | $2.5M | 31,933 | 0.40% | 2q | +77.1%+$1.1M |
| MetLife Investment Management, LLC | $2.4M | 30,896 | 0.01% | 32q | +6.2%+$138.3K |
| Horizon Investments, LLC | $2.4M | 30,766 | 0.03% | 2q | +115.5%+$1.3M |
| Vanguard Global Advisers, LLC | $2.3M | 29,598 | 0.00% | 2q | -3.2%-$74.7K |
| State of Tennessee, Department of Treasury | $2.2M | 28,442 | 0.01% | 22q | -26.4%-$781.3K |
| Engineers Gate Manager LP | $2.1M | 27,802 | 0.03% | new | NEW |
| Illinois Municipal Retirement Fund | $2.1M | 27,163 | 0.02% | 12q | -3.8%-$81.5K |
| FIFTH THIRD BANCORP | $2.1M | 27,078 | 0.00% | 14q | -5.8%-$126.8K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.0M | 26,032 | 0.03% | 31q | -5.0%-$104.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.0M | 25,691 | 0.00% | 30q | -5.2%-$108.2K |
| LPL Financial LLC | $1.9M | 25,276 | 0.00% | 12q | -0.5%-$10.4K |
| Private Advisor Group, LLC | $1.9M | 24,525 | 0.01% | 18q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.9M | 24,356 | 0.00% | 9q | -2.8%-$53.6K |
| Oliver Luxxe Assets LLC | $1.8M | 22,921 | 0.26% | 2q | -33.4%-$882.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.7M | 22,600 | 0.00% | 3q | HELD |
| State of New Jersey Common Pension Fund D | $1.7M | 21,596 | 0.01% | 18q | -36.0%-$930.8K |
Showing the largest 100 of 355 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 329 | $3.6B | 46,660,335 | 58 | 98 | 93 | 0.0% |
| Q1 2026 | 305 | $3.0B | 45,697,533 | 49 | 90 | 95 | 0.0% |
| Q4 2025 | 289 | $2.6B | 46,989,541 | 37 | 84 | 100 | 0.0% |
| Q3 2025 | 267 | $2.8B | 51,577,788 | 38 | 65 | 90 | 0.0% |
| Q2 2025 | 258 | $2.7B | 49,389,733 | 35 | 62 | 94 | 0.0% |
| Q1 2025 | 238 | $2.6B | 50,425,578 | 27 | 66 | 80 | 0.0% |
| Q4 2024 | 228 | $2.7B | 51,002,217 | 20 | 66 | 63 | 0.0% |
| Q3 2024 | 235 | $2.6B | 50,369,160 | 42 | 54 | 79 | 0.1% |
| Q2 2024 | 207 | $2.4B | 50,429,393 | 17 | 58 | 75 | 0.0% |
| Q1 2024 | 211 | $2.3B | 51,505,687 | 19 | 51 | 79 | 0.0% |
| Q4 2023 | 206 | $2.3B | 50,453,068 | 28 | 64 | 63 | 0.0% |
| Q3 2023 | 182 | $1.8B | 49,132,125 | 20 | 48 | 62 | 0.0% |
| Q2 2023 | 175 | $1.9B | 49,453,639 | 13 | 51 | 72 | 0.0% |
| Q1 2023 | 185 | $1.9B | 49,295,019 | 17 | 53 | 64 | 0.0% |
| Q4 2022 | 176 | $2.0B | 43,767,417 | 16 | 44 | 69 | 0.0% |
| Q3 2022 | 231 | $2.6B | 55,873,673 | 26 | 54 | 94 | 0.0% |
| Q2 2022 | 229 | $2.3B | 56,310,219 | 26 | 57 | 92 | 0.0% |
| Q1 2022 | 230 | $2.7B | 56,853,007 | 55 | 109 | 37 | 0.0% |
| Q4 2021 | 201 | $2.3B | 45,004,178 | 28 | 71 | 50 | 0.0% |
| Q3 2021 | 188 | $2.2B | 43,268,213 | 18 | 59 | 64 | 0.0% |
| Q2 2021 | 188 | $2.0B | 42,577,094 | 19 | 51 | 72 | 0.0% |
| Q1 2021 | 189 | $2.2B | 43,189,486 | 45 | 42 | 68 | 0.1% |
| Q4 2020 | 166 | $1.9B | 41,832,644 | 27 | 51 | 61 | 0.1% |
| Q3 2020 | 149 | $1.2B | 43,122,732 | 8 | 64 | 52 | 0.0% |
| Q2 2020 | 167 | $1.2B | 43,221,276 | 30 | 69 | 40 | 0.1% |
| Q1 2020 | 151 | $1.1B | 42,767,958 | 15 | 48 | 49 | 0.1% |
| Q4 2019 | 177 | $1.9B | 43,796,465 | 21 | 52 | 57 | 0.0% |
| Q3 2019 | 163 | $1.9B | 43,741,055 | 16 | 43 | 59 | 0.0% |
| Q2 2019 | 172 | $1.9B | 46,000,187 | 17 | 61 | 56 | 0.0% |
| Q1 2019 | 187 | $1.7B | 42,861,590 | 47 | 80 | 38 | 0.0% |
| Q4 2018 | 149 | $1.1B | 27,925,718 | 3 | 1 | 4 | 0.0% |