WSFS FinancialWSFS
13F holders, Q1 2025 (March 31)264holders +13
31new positions
18sold out
4famous investors
$51.87avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 13 from Q4 2024. 31 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($443.3M), Vanguard Group Inc. ($343.9M) and Dimensional Fund Advisors LP ($196.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $40.7M |
| Exits | 18 | $19.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,780,756 shares bought and 2,337,989 shares sold, net −557,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 8,546,102 | $443.3M |
| Vanguard Group Inc. | 0.01% | Reduce -5.3% | 6,630,107 | $343.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.9% | 3,788,407 | $196.5M |
| State Street Corp. | 0.01% | Reduce -6.3% | 3,106,738 | $161.1M |
| Franklin Resources Inc. | 0.04% | Add +1.5% | 2,583,825 | $134.0M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +0.3% | 2,320,766 | $120.4M |
| Macquarie Group Ltd. | 0.12% | Add +13.4% | 1,915,984 | $99.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.1% | 1,585,474 | $82.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 1,434,781 | $74.4M |
| Champlain Investment Partners, LLC | 0.46% | Reduce -1.5% | 1,215,921 | $63.1M |
| Bank of America Corp. | 0.00% | Add +3.0% | 996,176 | $51.7M |
| Invesco Ltd. | 0.01% | Add +1.6% | 969,476 | $50.3M |
| Cooke & Bieler LP | 0.46% | Add +14.0% | 892,286 | $46.3M |
| American Century Companies Inc. | 0.03% | Reduce -5.9% | 851,215 | $44.2M |
| Brown Advisory Inc. | 0.06% | Reduce -2.3% | 807,802 | $41.9M |
| Pzena Investment Management LLC | 0.14% | Reduce -0.3% | 787,809 | $40.9M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 779,920 | $40.5M |
| Frontier Capital Management Co. LLC | 0.43% | Add +5.5% | 758,599 | $39.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 748,085 | $38.8M |
| Palisade Capital Management, LP | 1.27% | Reduce -3.2% | 748,002 | $38.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.9% | 704,315 | $36.5M |
| Norges Bank | 0.00% | Add +8.6% | 670,177 | $34.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +0.8% | 597,649 | $31.0M |
| Aberdeen Group plc | 0.05% | Add +2.6% | 524,841 | $27.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 451,218 | $23.4M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 419,270 | $21.7M |
| Boston Partners | 0.02% | New | 343,572 | $17.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 335,688 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Add +2.2% | 324,266 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.5% | 305,311 | $15.8M |
| Earnest Partners LLC | 0.07% | Reduce -8.9% | 277,046 | $14.4M |
| Basswood Capital Management, L.L.C. | 0.73% | New | 248,749 | $12.9M |
| Nuveen, LLC | 0.00% | — | 233,080 | $12.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -7.3% | 231,816 | $12.0M |
| Fisher Asset Management | 0.01% | Reduce -13.9% | 229,789 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 223,052 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 219,633 | $11.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.2% | 216,108 | $11.2M |
| Wellington Management Group LLP | 0.00% | Add +0.0% | 200,970 | $10.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -18.3% | 186,343 | $9.7M |
| Public Sector Pension Investment Board | 0.04% | Add +26.8% | 186,061 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 180,933 | $9.4M |
| Rhumbline Advisers | 0.01% | Reduce -4.8% | 168,512 | $8.7M |
| Great Lakes Advisors, LLC | 0.08% | Reduce -2.1% | 165,939 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 159,931 | $8.3M |
| Lord, Abbett & Co. LLC | 0.03% | Add +11.5% | 140,177 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 131,133 | $6.8M |
| Renaissance Technologies | 0.01% | Reduce -19.3% | 128,226 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +579.0% | 117,472 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.5% | 114,556 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +249.6% | 114,457 | $5.9M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 114,140 | $5.9M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -0.4% | 113,512 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 112,020 | $5.8M |
| First Trust Advisors LP | 0.00% | Reduce -6.6% | 106,715 | $5.5M |
| UBS Group AG | 0.00% | Add +23.4% | 103,821 | $5.4M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -26.8% | 95,759 | $5.0M |
| Barclays PLC | 0.00% | Reduce -25.6% | 91,640 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 90,439 | $4.7M |
| Millennium Management | 0.00% | Add +230.4% | 72,726 | $3.8M |
| Deutsche Bank AG | 0.00% | Add +29.2% | 66,880 | $3.5M |
| Sei Investments Co. | 0.00% | Add +18.2% | 66,630 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 63,428 | $3.3M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +7.2% | 63,371 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.0% | 60,416 | $3.1M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 57,551 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 54,599 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 53,658 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.3% | 51,124 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.1% | 45,733 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.8% | 44,757 | $2.3M |
| Siena Capital Partners GP, LLC | 0.68% | No change | 43,819 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -16.2% | 43,320 | $2.2M |
| Aristotle Capital Boston, LLC | 0.10% | Reduce -33.3% | 39,727 | $2.1M |
| Wedge Capital Management L L P | 0.04% | Reduce -41.3% | 39,689 | $2.1M |
| Comerica Bank | 0.01% | Reduce -30.9% | 37,264 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -8.4% | 36,936 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.0% | 36,132 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 34,835 | $1.8M |
| Graham Capital Management, L.P. | 0.08% | Add +74.2% | 33,879 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.1% | 33,823 | $1.8M |
| Corbyn Investment Management Inc. | 0.82% | Add +0.1% | 33,755 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 32,502 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.1% | 31,803 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +21.8% | 31,594 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.8% | 31,471 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.9% | 30,564 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,121 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +9.7% | 28,011 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.2% | 27,600 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 25,820 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.2% | 24,340 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 23,133 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.0% | 21,661 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.0% | 21,325 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 21,321 | $1.1M |
| Salzhauer Michael | 0.71% | No change | 21,309 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 20,308 | $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.