WSFS FinancialWSFS
13F holders, Q2 2026 (June 30)355holders +24
57new positions
34sold out
8famous investors
$76.68avg. 13F price*
At the end of Q2 2026, 355 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 24 from Q1 2026. 57 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($576.7M), Dimensional Fund Advisors LP ($274.2M) and Vanguard Portfolio Management LLC ($254.1M). 8 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $39.8M |
| Exits | 34 | $39.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,532,899 shares bought and 3,824,793 shares sold, net −291,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 7,515,901 | $576.7M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.3% | 3,572,913 | $274.2M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.7% | 3,312,116 | $254.1M |
| State Street Corp. | 0.01% | Add +4.5% | 3,032,754 | $232.7M |
| Franklin Resources Inc. | 0.04% | Reduce -10.3% | 2,310,174 | $177.3M |
| Vanguard Capital Management LLC | 0.00% | Reduce -4.7% | 2,255,877 | $173.1M |
| Geode Capital Management, LLC | 0.01% | Add +15.4% | 1,570,611 | $120.5M |
| Nomura Asset Management International Inc. | 0.13% | Reduce -24.5% | 1,165,245 | $89.4M |
| Invesco Ltd. | 0.01% | Add +11.4% | 1,052,326 | $80.7M |
| Pzena Investment Management LLC | 0.20% | Add +1.1% | 888,496 | $68.2M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -5.2% | 861,436 | $66.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.5% | 828,398 | $63.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.2% | 735,191 | $56.4M |
| Brown Advisory Inc. | 0.09% | Reduce -1.8% | 731,582 | $56.1M |
| American Century Companies Inc. | 0.02% | Add +3.5% | 715,383 | $54.9M |
| Vaughan Nelson Investment Management, L.P. | 0.48% | Add +34.5% | 705,083 | $54.1M |
| Bank of America Corp. | 0.00% | Reduce -12.4% | 646,080 | $49.6M |
| Norges Bank | 0.00% | — | 638,922 | $49.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.4% | 612,403 | $47.0M |
| Northern Trust Corp. | 0.01% | Add +4.5% | 607,642 | $46.6M |
| Frontier Capital Management Co. LLC | 0.38% | Reduce -20.8% | 535,179 | $41.1M |
| Principal Financial Group Inc. | 0.02% | Add +25.0% | 534,461 | $41.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -1.6% | 521,623 | $40.0M |
| Two Sigma Investments, LP | 0.03% | Add +99.3% | 504,502 | $38.7M |
| Morgan Stanley | 0.00% | Add +0.7% | 433,570 | $33.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.8% | 388,295 | $29.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 387,352 | $29.7M |
| Nuveen, LLC | 0.01% | Add +33.3% | 364,947 | $28.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +2767.7% | 351,205 | $26.9M |
| Aberdeen Group plc | 0.04% | Reduce -10.7% | 349,353 | $26.8M |
| FMR LLC | 0.00% | Add +407.6% | 345,298 | $26.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -1.5% | 343,779 | $26.4M |
| Cooke & Bieler LP | 0.29% | Reduce -58.1% | 330,340 | $25.3M |
| Wellington Management Group LLP | 0.00% | Add +111.7% | 307,789 | $23.6M |
| Palisade Capital Management, LP | 1.04% | Reduce -52.4% | 279,625 | $21.5M |
| AQR Capital Management | 0.01% | Add +0.0% | 256,901 | $19.7M |
| New York State Common Retirement Fund | 0.02% | Add +0.8% | 233,296 | $17.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -46.1% | 267,211 | $17.5M |
| Fisher Asset Management | 0.01% | Add +0.0% | 227,957 | $17.5M |
| Citadel Advisors | 0.01% | Add +73.7% | 189,946 | $14.6M |
| Algert Global LLC | 0.17% | Add +111.5% | 183,668 | $14.1M |
| Public Sector Pension Investment Board | 0.04% | Reduce -6.4% | 178,776 | $13.7M |
| Clearbridge Investments, LLC | 0.01% | Reduce -11.9% | 168,798 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +16.1% | 166,593 | $12.8M |
| Bridgewater Associates | 0.05% | Add +77.3% | 158,444 | $12.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.0% | 147,373 | $11.6M |
| Natixis Advisors, LLC | 0.01% | Add +27.3% | 146,590 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Add +11.3% | 143,422 | $11.0M |
| Earnest Partners LLC | 0.04% | Reduce -3.7% | 139,342 | $10.7M |
| Rhumbline Advisers | 0.01% | Reduce -11.4% | 131,995 | $10.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 119,213 | $9.1M |
| Crawford Investment Counsel Inc. | 0.15% | Reduce -0.8% | 118,806 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.3% | 118,291 | $9.1M |
| Sei Investments Co. | 0.01% | Reduce -32.5% | 117,812 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 109,365 | $8.4M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -22.1% | 108,676 | $8.3M |
| Prudential Financial Inc. | 0.01% | Add +18.9% | 107,970 | $8.3M |
| Tudor Investment Corporation | 0.03% | Add +238.1% | 105,538 | $8.1M |
| Acadian Asset Management LLC | 0.01% | Add +490.5% | 105,175 | $8.1M |
| Swiss National Bank | 0.00% | Reduce -3.1% | 104,740 | $8.0M |
| UBS Group AG | 0.00% | Reduce -58.5% | 103,247 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 94,670 | $7.3M |
| Point72 Asset Management | 0.01% | New | 93,097 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +422.1% | 91,483 | $7.0M |
| Intech Investment Management LLC | 0.06% | Add +22.2% | 87,297 | $6.7M |
| First Trust Advisors LP | 0.00% | Reduce -20.6% | 85,061 | $6.5M |
| Edgestream Partners, L.P. | 0.19% | New | 84,416 | $6.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -35.9% | 79,413 | $6.1M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -0.0% | 78,398 | $6.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.8% | 76,023 | $5.8M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -18.9% | 74,597 | $5.7M |
| Millennium Management | 0.00% | Add +75.7% | 72,300 | $5.5M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 70,884 | $5.4M |
| WINTON GROUP Ltd | 0.16% | New | 65,328 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 61,293 | $4.7M |
| Lazard Asset Management LLC | 0.01% | Add +129.9% | 60,598 | $4.6M |
| California State Teachers Retirement System | 0.00% | Reduce -11.2% | 59,027 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +230.6% | 58,891 | $4.5M |
| Citigroup Inc. | 0.00% | Add +21.5% | 57,524 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +22.5% | 55,456 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -14.3% | 54,392 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +315.2% | 50,291 | $3.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.5% | 49,162 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +166.9% | 46,274 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +37.7% | 45,351 | $3.5M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 42,059 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.6% | 42,082 | $3.2M |
| Barclays PLC | 0.00% | Add +23.5% | 39,938 | $3.1M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.0% | 38,209 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 35,022 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -23.6% | 32,841 | $2.5M |
| Integrated Quantitative Investments LLC | 0.40% | Add +77.1% | 31,933 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +6.2% | 30,896 | $2.4M |
| Horizon Investments, LLC | 0.03% | Add +115.5% | 30,766 | $2.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -8.9% | 30,605 | $2.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.2% | 29,598 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -26.4% | 28,442 | $2.2M |
| Engineers Gate Manager LP | 0.03% | New | 27,802 | $2.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.8% | 27,163 | $2.1M |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 27,078 | $2.1M |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.