WSFS FINANCIAL CORP WSFS
$77.17
-1.7% 52w: $49.92 – $78.47
Latest 13F among current holders filed 15 days ago (Aug 18, 2026)
Price — last 12 months
research preview data49.9264.2078.47
Aug 18, 2025 Jul 2, 2026
Institutional holders
331
+16 QoQ
13F value
$3.08B
+13.6% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$399K calls / — puts
Institutional value by quarter
Number of holders
Who owns WSFS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 7.7M | $500.8M | 0.0% | -3.0% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 3.6M | $233.1M | — | -0.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.3M | $213.3M | — | — |
| STATE STREET CORP | Index provider | 2.9M | $190.0M | 0.0% | +0.3% |
| FRANKLIN RESOURCES INC | Long only active | 2.6M | $168.6M | 0.0% | +4.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.4M | $155.0M | — | — |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Diversified mechanical | 1.5M | $101.0M | — | -6.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.4M | $89.1M | — | -0.1% |
| JPMORGAN CHASE & CO | Bank broker | 1.1M | $70.7M | 0.0% | -10.9% |
| Invesco Ltd. | Index provider | 944.9K | $61.9M | 0.0% | -11.4% |
| T. Rowe Price Investment Management, Inc. | Long only active | 908.6K | $59.5M | — | -30.3% |
| PZENA INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 878.6K | $57.5M | — | +0.2% |
| COOKE & BIELER LP | Other | 789.3K | $51.7M | — | -25.2% |
| BROWN ADVISORY INC | Diversified mechanical | 744.9K | $48.8M | 0.1% | -5.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 737.6K | $48.3M | 0.0% | +11.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 699.2K | $45.8M | — | +0.4% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 691.4K | $45.3M | — | +1.9% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Other | 675.5K | $44.2M | — | -14.8% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 587.3K | $38.4M | 1.4% | -7.4% |
| NORTHERN TRUST CORP | Index provider | 581.2K | $38.0M | 0.0% | +0.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 530.2K | $34.7M | 0.0% | -3.2% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Other | 524.2K | $34.3M | — | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 504.4K | $33.0M | 0.0% | +7.3% |
| MORGAN STANLEY | Bank broker | 430.4K | $28.2M | 0.0% | -17.7% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 427.5K | $28.0M | 0.0% | +64.0% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 495.7K | $27.4M | 0.0% | -14.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 416.7K | $26.9M | 0.0% | +0.8% |
| Aberdeen Group plc | Other | 391.1K | $25.6M | 0.0% | +2.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 387.1K | $25.3M | 0.0% | -4.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 349.2K | $22.9M | — | — |
| Nuveen, LLC | Diversified mechanical | 273.8K | $17.9M | 0.0% | +53.6% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 256.9K | $16.8M | 0.0% | +64.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 253.2K | $16.6M | 0.0% | +142.5% |
| Freestone Grove Partners LP | Quant stat arb | 251.1K | $16.4M | — | New |
| UBS Group AG | Bank broker | 248.9K | $16.3M | 0.0% | +15.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 231.4K | $15.1M | — | -5.4% |
| Fisher Asset Management, LLC | Long only active | 227.9K | $14.9M | 0.0% | 0.0% |
| Clearbridge Investments, LLC | Other | 191.6K | $12.5M | 0.0% | +29.7% |
| Public Sector Pension Investment Board | Pension sovereign | 191.0K | $12.5M | 0.0% | +0.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 174.4K | $11.4M | 0.0% | +44.1% |
| JANE STREET GROUP, LLC | Market maker | 169.1K | $11.1M | 0.0% | +14.6% |
| RHUMBLINE ADVISERS | Diversified mechanical | 149.0K | $9.8M | 0.0% | -1.6% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 145.4K | $9.5M | 0.0% | -15.8% |
| EARNEST PARTNERS LLC | Other | 144.8K | $9.5M | — | -8.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 143.6K | $9.4M | 0.0% | -25.1% |
| LORD, ABBETT & CO. LLC | Other | 139.6K | $9.1M | — | -1.9% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 133.9K | $8.8M | 0.0% | -24.9% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 128.8K | $8.4M | 0.0% | +466.2% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 123.9K | $8.1M | 0.0% | -19.1% |
| Legal & General Group Plc | Diversified mechanical | 122.4K | $8.0M | 0.0% | -12.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding WSFS
More financials stocks held by institutions