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 |
| Jackson Creek Investment Advisors LLC | 0.40% | Reduce -0.2% | 24,718 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.8% | 24,177 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -1.9% | 27,342 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -54.7% | 22,862 | $1.0M |
| Royce & Associates LP | 0.01% | No change | 22,500 | $1.0M |
| AlphaQuest LLC | 0.18% | Reduce -36.4% | 22,401 | $1.0M |
| Salzhauer Michael | 0.77% | No change | 21,309 | $962K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 21,012 | $948K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $946K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -1.2% | 21,814 | $917K |
| Lountzis Asset Management, LLC | 0.41% | No change | 19,000 | $858K |
| Amalgamated Bank | 0.01% | Reduce -17.6% | 18,858 | $851K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 18,639 | $841K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.2% | 17,923 | $809K |
| Bessemer Group Inc. | 0.00% | Add +16.5% | 17,354 | $784K |
| Arizona State Retirement System | 0.01% | Reduce -2.2% | 16,691 | $753K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.0% | 16,193 | $731K |
| Teacher Retirement System of Texas | 0.00% | Add +19.3% | 15,770 | $712K |
| LPL Financial LLC | 0.00% | Add +142.3% | 15,156 | $684K |
| Versor Investments LP | 0.14% | Reduce -6.9% | 14,900 | $673K |
| Sageworth Trust Co | 0.04% | No change | 14,181 | $640K |
| Alpha DNA Investment Management LLC | 0.35% | New | 14,103 | $637K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -8.3% | 16,040 | $603K |
| Haverford Trust Co | 0.01% | Reduce -18.4% | 13,307 | $601K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,160 | $594K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.2% | 13,073 | $590K |
| ProShare Advisors LLC | 0.00% | Add +6.0% | 12,182 | $550K |
| North Star Asset Management Inc. | 0.03% | Reduce -27.6% | 12,155 | $549K |
| Marshall Financial Group Inc. | 0.18% | No change | 12,075 | $545K |
| UNIVEST FINANCIAL Corp | 0.15% | No change | 11,886 | $537K |
| Lokken Investment Group LLC | 0.27% | Add +9.2% | 11,879 | $536K |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 11,309 | $510K |
| Natixis Advisors, LLC | 0.00% | Add +7.2% | 11,281 | $509K |
| Diversified Trust Co. | 0.02% | Add +41.6% | 11,157 | $504K |
| Henshaw Capital LLC | 0.02% | No change | 10,972 | $495K |
| Handelsbanken Fonder AB | 0.00% | Add +17.4% | 10,805 | $488K |
| First Hawaiian Bank | 0.01% | No change | 10,535 | $476K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.9% | 10,430 | $471K |
| Semanteon Capital Management, LP | 0.30% | New | 10,339 | $467K |
| Amundi | 0.00% | Add +34.7% | 10,636 | $445K |
| STRS Ohio | 0.00% | Reduce -5.8% | 9,700 | $437K |
| Ironwood Investment Management LLC | 0.20% | Reduce -27.2% | 9,270 | $418K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -15.4% | 9,240 | $417K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -56.4% | 8,976 | $405K |
| Advantage Alpha Capital Partners LP | 0.08% | Reduce -25.4% | 8,862 | $400K |
| Radnor Capital Management, LLC | 0.07% | No change | 8,550 | $386K |
| Olympiad Research LP | 0.25% | New | 8,483 | $383K |
| Prelude Capital Management, LLC | 0.03% | New | 8,143 | $368K |
| Alps Advisors Inc. | 0.00% | Reduce -6.5% | 7,937 | $358K |
| FineMark National Bank & Trust | 0.01% | No change | 7,932 | $358K |
| Los Angeles Capital Management LLC | 0.00% | Add +69.6% | 7,810 | $353K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.2% | 7,633 | $345K |
| MML Investors Services, LLC | 0.00% | Reduce -14.3% | 7,326 | $331K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,320 | $330K |
| Walleye Capital LLC | 0.00% | Add +64.3% | 7,309 | $330K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +60.4% | 7,208 | $325K |
| Glenmede Trust Co. NA | 0.00% | Add +0.4% | 6,982 | $315K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -68.0% | 6,845 | $309K |
| Pictet Asset Management Holding SA | 0.00% | Add +18.8% | 6,843 | $309K |
| SG Americas Securities, LLC | 0.00% | New | 6,605 | $298K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.5% | 6,564 | $296K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.6% | 6,509 | $294K |
| Westover Capital Advisors, LLC | 0.08% | Reduce -5.2% | 6,295 | $284K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 6,042 | $273K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.0% | 6,027 | $272K |
| Bank of Montreal | 0.00% | Add +6.3% | 5,949 | $270K |
| Guggenheim Capital LLC | 0.00% | New | 5,856 | $264K |
| Truist Financial Corp. | 0.00% | Reduce -3.5% | 5,846 | $264K |
| Lansing Street Advisors | 0.12% | No change | 5,704 | $257K |
| Allegheny Financial Group | 0.08% | Add +0.3% | 5,560 | $251K |
| Buckingham Strategic Wealth, LLC | 0.00% | Add +0.1% | 5,354 | $242K |
| Mutual Advisors, LLC | 0.01% | No change | 5,063 | $229K |
| TD Asset Management Inc | 0.00% | Reduce -27.5% | 5,000 | $226K |
| Mariner, LLC | 0.00% | Add +6.0% | 4,912 | $222K |
| Profund Advisors LLC | 0.01% | Reduce -5.6% | 4,821 | $218K |
| Bailard, Inc. | 0.01% | New | 4,800 | $217K |
| State of Wisconsin Investment Board | 0.00% | Reduce -73.2% | 4,744 | $214K |
| Graham Capital Management, L.P. | 0.01% | New | 4,689 | $212K |
| Hamilton Capital Partners Inc. | 0.03% | Reduce -40.6% | 4,614 | $208K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,601 | $208K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $203K |
| HighTower Advisors, LLC | 0.00% | New | 4,522 | $203K |
| Keybank National Association | 0.00% | No change | 4,439 | $200K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.8% | 4,422 | $200K |
| FMR LLC | 0.00% | Add +7.1% | 3,348 | $151K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.2% | 3,254 | $147K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -10.2% | 3,177 | $143K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $136K |
| Nisa Investment Advisors, LLC | 0.00% | Add +15.3% | 2,935 | $132K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 2,851 | $129K |
| US Bancorp \de | 0.00% | No change | 2,813 | $127K |
| Smartleaf Asset Management LLC | 0.02% | Add +6.9% | 2,782 | $125K |
| McClarren Financial Advisors, Inc. | 0.08% | Add +0.0% | 2,521 | $114K |
| Aquatic Capital Management LLC | 0.00% | Reduce -13.0% | 2,000 | $90K |
| KBC Group NV | 0.00% | No change | 1,713 | $77K |
| POM Investment Strategies, LLC | 0.06% | No change | 1,506 | $68K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -11.8% | 1,363 | $62K |
| Catalyst Funds Management Pty Ltd | 0.02% | — | 1,300 | $59K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $45K |
| Key Financial Inc | 0.01% | No change | 980 | $44K |
| Citadel Advisors | 0.00% | Reduce -96.0% | 961 | $43K |
| Global Retirement Partners, LLC | 0.00% | Reduce -7.2% | 859 | $39K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -93.3% | 820 | $37K |
| GAMMA Investing LLC | 0.01% | Reduce -40.3% | 728 | $33K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.3% | 656 | $30K |
| Principal Securities, Inc. | 0.00% | Add +4.1% | 480 | $22K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 470 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 327 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $13K |
| Quarry LP | 0.01% | Add +94.3% | 274 | $12K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $11K |
| Covestor Ltd | 0.01% | Reduce -79.0% | 247 | $11K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 237 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 235 | $11K |
| Macroview Investment Management LLC | 0.01% | New | 186 | $8K |
| Cwm, LLC | 0.00% | Reduce -16.7% | 180 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 141 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 123 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 113 | $5K |
| Eagle Bay Advisors LLC | 0.00% | Add +9.8% | 101 | $5K |
| Private Wealth Management Group, LLC | 0.00% | No change | 96 | $4K |
| AdvisorNet Financial, Inc | 0.00% | No change | 90 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 90 | $4K |
| First Personal Financial Services | 0.00% | No change | 88 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 85 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 78 | $4K |
| ClariVest Asset Management LLC | 0.00% | Add +36.7% | 67 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.0% | 63 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $2K |
| First Manhattan Co. Llc. | 0.00% | No change | 30 | $1K |
| UMB Bank, n.a. | 0.00% | New | 26 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -16.0% | 21 | $948 |
| SJS Investment Consulting Inc. | 0.00% | Add +8.3% | 13 | $587 |
| Avior Wealth Management, LLC | 0.00% | New | 13 | $586 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $452 |
| Farther Finance Advisors, LLC | 0.00% | Reduce -66.7% | 10 | $442 |
| Rothschild Investment LLC | 0.00% | New | 5 | $226 |
| Parkside Financial Bank & Trust | 0.00% | No change | 5 | $226 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $90 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.