WSFS FinancialWSFS
13F holders, Q4 2024 (December 31)251holders −14
21new positions
38sold out
4famous investors
$53.13avg. 13F price*
At the end of Q4 2024, 251 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, down 14 from Q3 2024. 21 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($462.1M), Vanguard Group Inc. ($372.0M) and Dimensional Fund Advisors LP ($207.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.3M |
| Exits | 38 | $41.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,652,303 shares bought and 1,877,346 shares sold, net +774,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| BlackRock, Inc. | 0.01% | Add +0.3% | 8,698,419 | $462.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 7,001,023 | $372.0M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.0% | 3,902,510 | $207.3M |
| State Street Corp. | 0.01% | Add +9.4% | 3,314,111 | $176.1M |
| Franklin Resources Inc. | 0.04% | Reduce -8.5% | 2,545,695 | $135.3M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +0.9% | 2,313,175 | $122.9M |
| Macquarie Group Ltd. | 0.11% | Reduce -0.3% | 1,688,796 | $89.7M |
| JPMorgan Chase & Co. | 0.01% | Add +309.9% | 1,687,824 | $89.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.1% | 1,407,117 | $74.8M |
| Champlain Investment Partners, LLC | 0.42% | Reduce -5.0% | 1,234,834 | $65.6M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 966,853 | $51.4M |
| Invesco Ltd. | 0.01% | Reduce -0.7% | 954,195 | $50.7M |
| American Century Companies Inc. | 0.03% | Reduce -0.5% | 904,279 | $48.0M |
| Brown Advisory Inc. | 0.06% | Reduce -2.2% | 827,034 | $43.9M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 809,334 | $43.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.0% | 790,688 | $42.0M |
| Pzena Investment Management LLC | 0.14% | Reduce -3.2% | 790,584 | $42.0M |
| Cooke & Bieler LP | 0.40% | Add +1.5% | 782,767 | $41.6M |
| Palisade Capital Management, LP | 1.24% | Add +1.3% | 772,699 | $41.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 740,584 | $39.3M |
| Frontier Capital Management Co. LLC | 0.36% | Add +7.3% | 718,978 | $38.2M |
| Norges Bank | 0.00% | Add +25.0% | 616,887 | $32.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -1.3% | 592,736 | $31.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.0% | 540,366 | $28.7M |
| Aberdeen Group plc | 0.05% | Reduce -17.6% | 511,292 | $27.2M |
| Morgan Stanley | 0.00% | Reduce -10.3% | 475,252 | $25.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 469,449 | $24.9M |
| Raymond James Financial Inc. | 0.01% | — | 341,943 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Add +3.6% | 317,254 | $16.9M |
| Earnest Partners LLC | 0.07% | Add +1.4% | 304,290 | $16.2M |
| Fisher Asset Management | 0.01% | Add +21.4% | 267,028 | $14.2M |
| Assenagon Asset Management S.A. | 0.02% | Add +819.8% | 254,616 | $13.5M |
| New York State Common Retirement Fund | 0.02% | Add +3.0% | 250,058 | $13.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.0% | 232,944 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 229,796 | $12.2M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.0% | 227,970 | $12.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.7% | 227,926 | $12.1M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 220,815 | $11.7M |
| Wellington Management Group LLP | 0.00% | Reduce -6.9% | 200,932 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 178,962 | $9.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 176,923 | $9.4M |
| Great Lakes Advisors, LLC | 0.08% | Add +179.8% | 169,563 | $9.0M |
| Legal & General Group Plc | 0.00% | Add +1.0% | 165,075 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -1.9% | 158,926 | $8.4M |
| Public Sector Pension Investment Board | 0.03% | Add +16.7% | 146,730 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 139,222 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.1% | 133,936 | $7.1M |
| Bridgeway Capital Management, LLC | 0.16% | No change | 130,759 | $6.9M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -0.9% | 125,739 | $6.7M |
| Barclays PLC | 0.00% | Add +2.3% | 123,166 | $6.5M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 116,540 | $6.2M |
| Citigroup Inc. | 0.01% | Add +8.9% | 114,621 | $6.1M |
| First Trust Advisors LP | 0.01% | Add +18.7% | 114,233 | $6.1M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -2.7% | 114,012 | $6.1M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.2% | 93,949 | $5.0M |
| UBS Group AG | 0.00% | Add +74.0% | 84,145 | $4.5M |
| Wedge Capital Management L L P | 0.06% | Reduce -0.7% | 67,601 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.6% | 65,676 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -32.5% | 59,831 | $3.2M |
| Aristotle Capital Boston, LLC | 0.12% | Reduce -6.2% | 59,543 | $3.2M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +2.7% | 59,136 | $3.1M |
| Sei Investments Co. | 0.00% | Add +58.4% | 56,359 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 55,422 | $2.9M |
| Comerica Bank | 0.01% | Add +16.2% | 53,964 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -33.6% | 51,867 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -5.8% | 51,788 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +49.6% | 51,747 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.7% | 51,681 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.7% | 48,173 | $2.6M |
| Siena Capital Partners GP, LLC | 0.64% | No change | 43,819 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +27.2% | 41,531 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Add +4.2% | 40,308 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.1% | 36,507 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +7.5% | 35,647 | $1.9M |
| Corbyn Investment Management Inc. | 0.79% | Reduce -2.6% | 33,735 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 33,659 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 33,480 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -14.5% | 32,949 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.4% | 32,740 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.5% | 32,158 | $1.7M |
| Engineers Gate Manager LP | 0.03% | Add +66.6% | 32,124 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.6% | 31,725 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 31,476 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.7% | 28,500 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,121 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 26,600 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.3% | 26,282 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +70.4% | 25,945 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +60.9% | 25,536 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.4% | 24,640 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +222.8% | 24,153 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 22,468 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 22,343 | $1.2M |
| Millennium Management | 0.00% | Reduce -64.6% | 22,009 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -42.0% | 21,331 | $1.1M |
| Salzhauer Michael | 0.58% | No change | 21,309 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 21,060 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 19,863 | $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.