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 |
| Tower Research Capital LLC (TRC) | 0.02% | Add +610.5% | 23,120 | $1.1M |
| Millennium Management | 0.00% | Reduce -24.4% | 22,923 | $1.1M |
| Royce & Associates LP | 0.01% | No change | 22,500 | $1.1M |
| Salzhauer Michael | 0.81% | No change | 21,309 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $985K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -4.0% | 20,952 | $985K |
| Lountzis Asset Management, LLC | 0.42% | No change | 19,000 | $893K |
| Amalgamated Bank | 0.01% | Reduce -2.7% | 18,348 | $862K |
| AXS Investments LLC | 0.24% | New | 18,294 | $860K |
| Stifel Financial Corp. | 0.00% | Reduce -4.3% | 17,846 | $839K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +8.7% | 17,430 | $819K |
| Bessemer Group Inc. | 0.00% | No change | 17,354 | $816K |
| Arizona State Retirement System | 0.01% | Add +1.1% | 16,876 | $793K |
| LPL Financial LLC | 0.00% | Add +6.0% | 16,068 | $755K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -28.8% | 14,971 | $704K |
| Versor Investments LP | 0.13% | No change | 14,900 | $700K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.8% | 14,603 | $686K |
| Teacher Retirement System of Texas | 0.00% | Reduce -9.6% | 14,257 | $670K |
| Sageworth Trust Co | 0.04% | No change | 14,181 | $667K |
| Haverford Trust Co | 0.01% | No change | 13,307 | $625K |
| HSBC Holdings PLC | 0.00% | Reduce -83.3% | 13,118 | $615K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.9% | 12,949 | $609K |
| Russell Investments Group, Ltd. | 0.00% | Add +1441.6% | 12,641 | $594K |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.3% | 12,266 | $577K |
| Marshall Financial Group Inc. | 0.18% | No change | 12,075 | $568K |
| Lokken Investment Group LLC | 0.27% | Add +0.9% | 11,988 | $563K |
| UNIVEST FINANCIAL Corp | 0.16% | No change | 11,886 | $559K |
| Diversified Trust Co. | 0.02% | Add +2.0% | 11,382 | $535K |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 11,337 | $533K |
| Handelsbanken Fonder AB | 0.00% | Add +3.7% | 11,205 | $527K |
| Henshaw Capital LLC | 0.02% | Add +1.1% | 11,097 | $522K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.4% | 10,893 | $512K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -18.9% | 10,672 | $502K |
| First Hawaiian Bank | 0.02% | Reduce -0.3% | 10,504 | $494K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -5.3% | 9,878 | $464K |
| ProShare Advisors LLC | 0.00% | Reduce -23.7% | 9,294 | $437K |
| Ironwood Investment Management LLC | 0.23% | No change | 9,270 | $436K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.9% | 8,606 | $404K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.1% | 8,520 | $400K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.3% | 8,024 | $377K |
| Advantage Alpha Capital Partners LP | 0.08% | Reduce -9.5% | 8,019 | $377K |
| FineMark National Bank & Trust | 0.01% | No change | 7,932 | $373K |
| Alps Advisors Inc. | 0.00% | Reduce -0.6% | 7,893 | $371K |
| Los Angeles Capital Management LLC | 0.00% | No change | 7,810 | $367K |
| Glenmede Trust Co. NA | 0.00% | Add +9.9% | 7,673 | $361K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.2% | 7,646 | $359K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 7,250 | $341K |
| North Star Asset Management Inc. | 0.02% | Reduce -40.4% | 7,251 | $341K |
| AlphaMark Advisors, LLC | 0.11% | New | 7,009 | $329K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,320 | $313K |
| Keybank National Association | 0.00% | Add +48.7% | 6,600 | $310K |
| MML Investors Services, LLC | 0.00% | Reduce -12.1% | 6,441 | $303K |
| STRS Ohio | 0.00% | Reduce -35.0% | 6,300 | $296K |
| Westover Capital Advisors, LLC | 0.08% | Reduce -1.3% | 6,215 | $292K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 5,075 | $287K |
| Algert Global LLC | 0.01% | New | 6,072 | $285K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 6,045 | $284K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,027 | $283K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -81.9% | 6,002 | $282K |
| Bank of Montreal | 0.00% | Add +0.7% | 5,989 | $282K |
| Sanctuary Advisors, LLC | 0.00% | — | 6,413 | $275K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 5,680 | $267K |
| Guggenheim Capital LLC | 0.00% | Reduce -3.1% | 5,676 | $267K |
| XTX Topco Ltd | 0.02% | New | 5,477 | $257K |
| Buckingham Strategic Wealth, LLC | 0.00% | No change | 5,354 | $252K |
| Profund Advisors LLC | 0.01% | Add +9.4% | 5,273 | $248K |
| Two Sigma Securities, LLC | 0.01% | New | 5,094 | $239K |
| Allegheny Financial Group | 0.07% | Reduce -9.3% | 5,041 | $237K |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 4,980 | $236K |
| State of Wisconsin Investment Board | 0.00% | Add +4.0% | 4,932 | $232K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 4,614 | $217K |
| Olympiad Research LP | 0.16% | Reduce -46.4% | 4,547 | $214K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $212K |
| Affinity Wealth Management LLC | 0.04% | Reduce -2.4% | 4,492 | $211K |
| Prelude Capital Management, LLC | 0.02% | Reduce -46.4% | 4,365 | $205K |
| Ascent Group, LLC | 0.02% | New | 4,270 | $201K |
| FMR LLC | 0.00% | Add +20.8% | 4,044 | $190K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.4% | 3,322 | $156K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $142K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.8% | 2,960 | $139K |
| Smartleaf Asset Management LLC | 0.02% | Add +8.0% | 3,005 | $138K |
| US Bancorp \de | 0.00% | No change | 2,813 | $132K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 2,780 | $131K |
| Innealta Capital, LLC | 0.04% | New | 2,418 | $114K |
| KBC Group NV | 0.00% | No change | 1,713 | $81K |
| POM Investment Strategies, LLC | 0.06% | No change | 1,506 | $71K |
| GAMMA Investing LLC | 0.01% | Add +40.5% | 1,023 | $48K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $47K |
| Key Financial Inc | 0.01% | No change | 980 | $46K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -38.5% | 800 | $38K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.4% | 778 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.2% | 690 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 480 | $23K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $22K |
| Clearstead Advisors, LLC | 0.00% | New | 394 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 327 | $18K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $13K |
| Cwm, LLC | 0.00% | Add +50.0% | 270 | $13K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $12K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 237 | $11K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -84.9% | 206 | $10K |
| Arax Advisory Partners | 0.00% | New | 204 | $10K |
| Fifth Third Bancorp | 0.00% | Add +36.3% | 154 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 141 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +1260.0% | 136 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 123 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +19.8% | 115 | $5K |
| 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% | No change | 85 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +1520.0% | 81 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 78 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 63 | $3K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -38.6% | 62 | $3K |
| UMB Bank, n.a. | 0.00% | Add +138.5% | 62 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 43 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $2K |
| ClariVest Asset Management LLC | 0.00% | Reduce -46.3% | 36 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +57.1% | 33 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 25 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 18 | $846 |
| International Assets Investment Management, LLC | 0.00% | New | 18 | $846 |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 15 | $705 |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $611 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 11 | $517 |
| Huntington National Bank | 0.00% | New | 9 | $423 |
| Larson Financial Group LLC | 0.00% | New | 9 | $423 |
| Blue Trust, Inc. | 0.00% | New | 9 | $406 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -98.1% | 47 | $118 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $47 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $47 |
| Covestor Ltd | 0.00% | Reduce -96.0% | 10 | $0 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.