WSFS FinancialWSFS
13F holders, Q2 2024 (June 30)233holders −8
18new positions
28sold out
3famous investors
$47.00avg. 13F price*
At the end of Q2 2024, 233 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, down 8 from Q1 2024. 18 opened new positions and 28 sold out. The largest holders were BlackRock Inc. ($404.5M), Vanguard Group Inc. ($335.8M) and Dimensional Fund Advisors LP ($183.5M). 3 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.2M |
| Exits | 28 | $17.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,570,252 shares bought and 2,113,627 shares sold, net −543,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 233 holders
| BlackRock Inc. | 0.01% | Reduce -3.6% | 8,606,882 | $404.5M |
| Vanguard Group Inc. | 0.01% | Reduce -2.6% | 7,144,761 | $335.8M |
| Dimensional Fund Advisors LP | 0.05% | Add +2.9% | 3,903,255 | $183.5M |
| Franklin Resources Inc. | 0.04% | Add +7.5% | 3,030,644 | $142.4M |
| State Street Corp. | 0.01% | Add +0.3% | 2,942,591 | $138.3M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -0.9% | 2,350,869 | $110.5M |
| Macquarie Group Ltd. | 0.09% | Add +0.4% | 1,731,857 | $81.4M |
| Geode Capital Management, LLC | 0.01% | Add +2.5% | 1,424,463 | $67.0M |
| Champlain Investment Partners, LLC | 0.37% | Reduce -0.6% | 1,285,206 | $60.4M |
| Bank of America Corp. | 0.00% | Add +8.6% | 998,608 | $46.9M |
| Cooke & Bieler LP | 0.43% | Reduce -3.5% | 959,524 | $45.1M |
| Invesco Ltd. | 0.01% | Add +23.6% | 915,308 | $43.0M |
| Pzena Investment Management LLC | 0.15% | Reduce -3.5% | 899,659 | $42.3M |
| American Century Companies Inc. | 0.03% | Add +27.9% | 877,467 | $41.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -17.0% | 876,426 | $41.2M |
| Brown Advisory Inc. | 0.05% | Add +0.7% | 831,813 | $39.1M |
| Northern Trust Corp. | 0.01% | Reduce -0.6% | 821,191 | $38.6M |
| Palisade Capital Management, LP | 1.17% | Reduce -1.7% | 809,486 | $38.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.8% | 722,092 | $33.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -10.1% | 625,613 | $29.4M |
| Aberdeen Group plc | 0.06% | Reduce -4.0% | 614,428 | $28.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 554,538 | $26.1M |
| Frontier Capital Management Co. LLC | 0.24% | Add +4.0% | 523,378 | $24.6M |
| Norges Bank | 0.00% | Reduce -4.2% | 511,990 | $24.1M |
| Jennison Associates LLC | 0.01% | Add +42.0% | 491,771 | $23.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 447,127 | $21.0M |
| Morgan Stanley | 0.00% | Reduce -11.1% | 406,226 | $19.1M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.7% | 328,590 | $15.4M |
| Earnest Partners LLC | 0.07% | Reduce -4.3% | 311,226 | $14.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -39.7% | 283,791 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.7% | 279,883 | $13.2M |
| New York State Common Retirement Fund | 0.02% | Add +8.4% | 270,465 | $12.7M |
| Eagle Asset Management Inc. | 0.06% | Reduce -2.6% | 251,591 | $11.7M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -2.2% | 240,230 | $11.3M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 236,948 | $11.1M |
| Wellington Management Group LLP | 0.00% | Add +9.8% | 218,105 | $10.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -10.4% | 211,294 | $9.9M |
| Renaissance Technologies | 0.02% | Reduce -30.1% | 208,465 | $9.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.3% | 202,589 | $9.5M |
| Rhumbline Advisers | 0.01% | Reduce -1.4% | 188,257 | $8.8M |
| Fisher Asset Management | 0.00% | Add +0.1% | 183,202 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 175,414 | $8.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 171,066 | $8.0M |
| Legal & General Group Plc | 0.00% | Add +0.0% | 167,785 | $7.9M |
| Bridgeway Capital Management, LLC | 0.17% | Reduce -8.5% | 150,559 | $7.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +81.8% | 141,104 | $6.6M |
| Public Sector Pension Investment Board | 0.04% | Add +6.5% | 132,202 | $6.2M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -14.5% | 129,348 | $6.1M |
| Swiss National Bank | 0.00% | Reduce -1.1% | 118,540 | $5.6M |
| Crawford Investment Counsel Inc. | 0.11% | Add +1.3% | 117,687 | $5.5M |
| Raymond James & Associates | 0.00% | Reduce -0.9% | 109,505 | $5.1M |
| First Trust Advisors LP | 0.01% | Reduce -4.1% | 108,131 | $5.1M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.5% | 100,663 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -2.5% | 91,686 | $4.3M |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 89,351 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 88,774 | $4.2M |
| Wedge Capital Management L L P | 0.07% | Add +29.2% | 82,371 | $3.9M |
| Aristotle Capital Boston, LLC | 0.13% | Reduce -20.3% | 82,141 | $3.9M |
| Jane Street Group, LLC | 0.00% | Add +237.5% | 77,164 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Add +9.7% | 76,297 | $3.6M |
| Voloridge Investment Management, LLC | 0.01% | Add +101.7% | 74,349 | $3.5M |
| Denali Advisors LLC | 0.94% | New | 73,100 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +14.4% | 60,761 | $2.9M |
| Great Lakes Advisors, LLC | 0.03% | Add +7.0% | 60,595 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -3.1% | 58,796 | $2.8M |
| Barclays PLC | 0.00% | Reduce -41.8% | 57,113 | $2.7M |
| Hantz Financial Services, Inc. | 0.05% | Add +4.6% | 56,690 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.4% | 52,621 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -7.6% | 48,795 | $2.3M |
| Sei Investments Co. | 0.00% | Add +34.1% | 48,343 | $2.3M |
| Comerica Bank | 0.01% | Reduce -10.0% | 47,626 | $2.2M |
| Siena Capital Partners GP, LLC | 0.68% | No change | 43,819 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 43,078 | $2.0M |
| UBS Group AG | 0.00% | Reduce -18.5% | 41,965 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -0.8% | 39,258 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.3% | 35,283 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -46.7% | 35,041 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | — | 34,780 | $1.6M |
| Corbyn Investment Management Inc. | 0.75% | Reduce -1.2% | 34,651 | $1.6M |
| MetLife Investment Management, LLC | 0.01% | Add +11.7% | 34,579 | $1.6M |
| Engineers Gate Manager LP | 0.04% | Add +11.0% | 33,064 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.1% | 32,745 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | New | 31,108 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 30,913 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +15.9% | 30,764 | $1.4M |
| Keeley-Teton Advisors, LLC | 0.18% | Reduce -2.5% | 30,642 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Add +0.7% | 30,200 | $1.4M |
| Verdence Capital Advisors LLC | 0.13% | No change | 30,000 | $1.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +4.7% | 29,040 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 28,860 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +3.9% | 28,156 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 28,121 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -10.6% | 26,956 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -15.6% | 25,740 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.42% | Reduce -0.2% | 24,678 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +37.7% | 24,675 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.9% | 24,008 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +265.1% | 23,763 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.6% | 23,537 | $1.1M |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.