WSFS FinancialWSFS
13F holders, Q3 2024 (September 30)265holders +32
44new positions
12sold out
3famous investors
$51.04avg. 13F price*
At the end of Q3 2024, 265 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 32 from Q2 2024. 44 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($442.2M), Vanguard Group Inc. ($357.9M) and Dimensional Fund Advisors LP ($199.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $29.0M |
| Exits | 12 | $7.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,725,423 shares bought and 2,049,163 shares sold, net −323,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.01% | — | 8,672,076 | $442.2M |
| Vanguard Group Inc. | 0.01% | Reduce -1.8% | 7,019,682 | $357.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.0% | 3,904,017 | $199.1M |
| State Street Corp. | 0.01% | Add +3.0% | 3,030,372 | $154.5M |
| Franklin Resources Inc. | 0.04% | Reduce -8.2% | 2,782,098 | $142.8M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -2.5% | 2,293,280 | $116.9M |
| Macquarie Group Ltd. | 0.09% | Reduce -2.2% | 1,694,133 | $86.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 1,422,616 | $72.6M |
| Champlain Investment Partners, LLC | 0.40% | Add +1.1% | 1,299,998 | $66.3M |
| Bank of America Corp. | 0.00% | Add +0.6% | 1,004,194 | $51.2M |
| Invesco Ltd. | 0.01% | Add +4.9% | 960,567 | $49.0M |
| American Century Companies Inc. | 0.03% | Add +3.5% | 908,428 | $46.3M |
| Brown Advisory Inc. | 0.05% | Add +1.7% | 845,859 | $43.1M |
| Pzena Investment Management LLC | 0.13% | Reduce -9.3% | 816,470 | $41.6M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 799,792 | $40.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.9% | 798,354 | $40.7M |
| Cooke & Bieler LP | 0.36% | Reduce -19.6% | 771,353 | $39.3M |
| Palisade Capital Management, LP | 1.17% | Reduce -5.8% | 762,869 | $38.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 720,934 | $36.8M |
| Frontier Capital Management Co. LLC | 0.32% | Add +28.0% | 670,156 | $34.2M |
| Aberdeen Group plc | 0.06% | Add +1.0% | 620,808 | $31.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -4.0% | 600,348 | $30.6M |
| Morgan Stanley | 0.00% | Add +30.4% | 529,875 | $27.0M |
| Norges Bank | 0.00% | Reduce -3.6% | 493,594 | $25.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 491,991 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +67.8% | 469,718 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 411,746 | $21.0M |
| Jennison Associates LLC | 0.01% | Reduce -27.0% | 359,212 | $18.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.8% | 306,339 | $15.6M |
| Earnest Partners LLC | 0.07% | Reduce -3.6% | 299,965 | $15.3M |
| Eagle Asset Management Inc. | 0.07% | Add +1.5% | 255,452 | $14.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -10.2% | 242,765 | $12.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -17.9% | 232,970 | $11.9M |
| Clearbridge Investments, LLC | 0.01% | New | 230,172 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 226,849 | $11.6M |
| Fisher Asset Management | 0.00% | Add +20.1% | 220,000 | $11.2M |
| Wellington Management Group LLP | 0.00% | Reduce -1.1% | 215,759 | $11.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.5% | 205,936 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +130.5% | 204,639 | $10.4M |
| Rhumbline Advisers | 0.01% | Reduce -5.2% | 178,404 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 178,314 | $9.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 163,395 | $8.3M |
| Renaissance Technologies | 0.01% | Reduce -22.3% | 161,955 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.8% | 154,226 | $7.9M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -37.5% | 150,091 | $7.7M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -13.2% | 130,759 | $6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.7% | 127,468 | $6.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.9% | 126,882 | $6.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -4.9% | 125,702 | $6.4M |
| Barclays PLC | 0.00% | Add +110.8% | 120,397 | $6.1M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 117,340 | $6.0M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -0.4% | 117,217 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +47.9% | 114,154 | $5.8M |
| Citigroup Inc. | 0.01% | Add +17.8% | 105,232 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -2.6% | 98,063 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -11.0% | 96,216 | $4.9M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 88,681 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -22.5% | 84,878 | $4.3M |
| Royce & Associates LP | 0.04% | Add +247.4% | 78,168 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -61.4% | 78,151 | $4.0M |
| Wedge Capital Management L L P | 0.06% | Reduce -17.3% | 68,107 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.0% | 67,453 | $3.4M |
| Aristotle Capital Boston, LLC | 0.11% | Reduce -22.7% | 63,484 | $3.2M |
| Millennium Management | 0.00% | Add +171.6% | 62,250 | $3.2M |
| Great Lakes Advisors, LLC | 0.03% | No change | 60,595 | $3.1M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +18.0% | 57,558 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -3.4% | 56,775 | $2.9M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -3.0% | 54,975 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -28.2% | 54,779 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 51,622 | $2.6M |
| UBS Group AG | 0.00% | Add +15.2% | 48,354 | $2.5M |
| Comerica Bank | 0.01% | Reduce -2.5% | 46,434 | $2.4M |
| Edgestream Partners, L.P. | 0.10% | New | 44,914 | $2.3M |
| Siena Capital Partners GP, LLC | 0.64% | No change | 43,819 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.8% | 39,706 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -48.0% | 38,701 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 38,555 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Add +30.6% | 36,773 | $1.9M |
| Sei Investments Co. | 0.00% | Reduce -26.4% | 35,575 | $1.8M |
| Corbyn Investment Management Inc. | 0.78% | No change | 34,651 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +28.3% | 34,582 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +38.8% | 34,241 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.9% | 34,010 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.4% | 33,949 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.1% | 33,823 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.2% | 33,144 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +6.1% | 32,648 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -6.8% | 32,641 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | New | 32,614 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.8% | 32,383 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.48% | Add +29.0% | 31,833 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.4% | 31,232 | $1.6M |
| Keeley-Teton Advisors, LLC | 0.17% | No change | 30,642 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -5.0% | 28,700 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.7% | 28,655 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,121 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | New | 27,683 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | New | 26,600 | $1.4M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -16.7% | 25,000 | $1.3M |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.