WSFS FinancialWSFS
13F holders, Q1 2024 (March 31)241holders
4famous investors
$45.13avg. 13F price*
At the end of Q1 2024, 241 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings. The largest holders were BlackRock Inc. ($403.1M), Vanguard Group Inc. ($331.2M) and Dimensional Fund Advisors LP ($171.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $34.9M |
| Exits | 22 | $19.1M |
Ownership 241 holders
| BlackRock Inc. | 0.01% | Add +2.7% | 8,929,508 | $403.1M |
| Vanguard Group Inc. | 0.01% | Add +5.3% | 7,338,200 | $331.2M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.9% | 3,792,976 | $171.2M |
| State Street Corp. | 0.01% | Add +2.5% | 2,934,413 | $132.5M |
| Franklin Resources Inc. | 0.04% | Reduce -2.3% | 2,819,358 | $127.3M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -3.8% | 2,372,005 | $107.1M |
| Macquarie Group Ltd. | 0.09% | Reduce -2.6% | 1,724,489 | $77.8M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 1,389,097 | $62.7M |
| Champlain Investment Partners, LLC | 0.33% | Add +14.1% | 1,293,281 | $58.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -0.2% | 1,055,423 | $47.6M |
| Cooke & Bieler LP | 0.41% | Reduce -2.8% | 994,849 | $44.9M |
| Pzena Investment Management LLC | 0.14% | Reduce -7.0% | 932,721 | $42.1M |
| Bank of America Corp. | 0.00% | Add +8.0% | 919,868 | $41.5M |
| Northern Trust Corp. | 0.01% | Reduce -7.4% | 825,984 | $37.3M |
| Brown Advisory Inc. | 0.05% | Add +3.9% | 825,871 | $37.3M |
| Palisade Capital Management, LP | 1.10% | Add +0.2% | 823,497 | $37.2M |
| Invesco Ltd. | 0.01% | Add +8.1% | 740,786 | $33.4M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -7.7% | 695,728 | $31.4M |
| American Century Companies Inc. | 0.02% | Add +50.0% | 685,901 | $31.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 676,410 | $30.5M |
| Aberdeen Group plc | 0.06% | New | 640,030 | $28.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 566,589 | $25.6M |
| Norges Bank | 0.00% | Reduce -21.8% | 534,163 | $24.1M |
| Frontier Capital Management Co. LLC | 0.21% | Reduce -3.6% | 503,297 | $22.7M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.7% | 470,688 | $21.2M |
| Morgan Stanley | 0.00% | Reduce -13.9% | 456,694 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.9% | 453,415 | $20.5M |
| Jennison Associates LLC | 0.01% | Reduce -35.0% | 346,227 | $15.6M |
| Principal Financial Group Inc. | 0.01% | Add +7.8% | 341,267 | $15.4M |
| Earnest Partners LLC | 0.07% | Reduce -2.7% | 325,081 | $14.7M |
| Renaissance Technologies | 0.02% | Add +7.6% | 298,426 | $13.5M |
| Eagle Asset Management Inc. | 0.06% | Reduce -10.7% | 258,254 | $11.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.2% | 249,460 | $11.3M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -0.0% | 245,649 | $11.1M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 236,395 | $10.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +41.8% | 235,953 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.2% | 235,855 | $10.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +35.8% | 201,985 | $9.1M |
| Wellington Management Group LLP | 0.00% | Reduce -8.5% | 198,602 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -0.7% | 190,850 | $8.6M |
| Fisher Asset Management | 0.00% | Add +37.6% | 183,052 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.1% | 181,774 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 175,710 | $7.9M |
| Legal & General Group Plc | 0.00% | Add +0.0% | 167,735 | $7.6M |
| Bridgeway Capital Management, LLC | 0.15% | No change | 164,559 | $7.4M |
| Lord, Abbett & Co. LLC | 0.02% | No change | 151,213 | $6.8M |
| Public Sector Pension Investment Board | 0.04% | Reduce -1.5% | 124,092 | $5.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -39.7% | 123,639 | $5.6M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 119,840 | $5.4M |
| Crawford Investment Counsel Inc. | 0.10% | Add +3.9% | 116,197 | $5.2M |
| First Trust Advisors LP | 0.01% | Reduce -0.4% | 112,742 | $5.1M |
| Raymond James & Associates | 0.00% | Add +5.5% | 110,546 | $5.0M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -0.7% | 105,368 | $4.8M |
| Aristotle Capital Boston, LLC | 0.14% | Reduce -6.4% | 103,019 | $4.7M |
| Credit Suisse AG/ | 0.00% | Add +6.9% | 101,173 | $4.6M |
| Barclays PLC | 0.00% | Reduce -24.4% | 98,111 | $4.4M |
| Prudential Financial Inc. | 0.01% | Add +6.0% | 94,076 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -19.6% | 93,778 | $4.2M |
| Citigroup Inc. | 0.00% | Add +24.8% | 91,925 | $4.1M |
| HSBC Holdings PLC | 0.00% | Add +103.5% | 78,601 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 77,636 | $3.5M |
| Rafferty Asset Management, LLC | 0.01% | Add +18.0% | 69,570 | $3.1M |
| Modera Wealth Management, LLC | 0.05% | Add +0.0% | 65,736 | $3.0M |
| Wedge Capital Management L L P | 0.05% | Reduce -1.0% | 63,735 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 63,702 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -5.9% | 60,706 | $2.7M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -0.4% | 56,653 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -28.0% | 55,631 | $2.5M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -4.6% | 54,208 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.4% | 53,103 | $2.4M |
| Texas Permanent School Fund Corp. | 0.02% | Add +1.0% | 52,982 | $2.4M |
| Comerica Bank | 0.01% | Reduce -7.5% | 52,931 | $2.4M |
| Wilmington Savings Fund Society, FSB | 0.09% | — | 52,795 | $2.4M |
| UBS Group AG | 0.00% | Add +2.5% | 51,513 | $2.3M |
| Siena Capital Partners GP, LLC | 0.66% | No change | 43,819 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -3.3% | 39,565 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.3% | 36,888 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 36,870 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -9.7% | 36,045 | $1.6M |
| Corbyn Investment Management Inc. | 0.70% | Reduce -0.1% | 35,060 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.8% | 33,780 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +88.5% | 33,125 | $1.5M |
| American International Group, Inc. | 0.01% | Reduce -2.2% | 32,589 | $1.5M |
| Keeley-Teton Advisors, LLC | 0.17% | Add +12.7% | 31,435 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.5% | 30,965 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Add +8.5% | 30,503 | $1.4M |
| Millennium Management | 0.00% | Reduce -70.2% | 30,332 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +51.4% | 30,156 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -42.2% | 30,134 | $1.4M |
| Verdence Capital Advisors LLC | 0.12% | No change | 30,000 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.3% | 30,000 | $1.4M |
| Engineers Gate Manager LP | 0.04% | Reduce -50.9% | 29,785 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.7% | 28,873 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 28,607 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 28,432 | $1.3M |
| Jupiter Asset Management Ltd. | 0.01% | New | 27,754 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -43.3% | 27,747 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -9.2% | 27,244 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +6.6% | 27,100 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +86.0% | 26,532 | $1.2M |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.