WSFS FinancialWSFS
13F holders, Q2 2025 (June 30)286holders +22
37new positions
16sold out
7famous investors
$55.00avg. 13F price*
At the end of Q2 2025, 286 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 22 from Q1 2025. 37 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($448.5M), Vanguard Group Inc. ($349.9M) and Dimensional Fund Advisors LP ($201.7M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $28.8M |
| Exits | 16 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,484,155 shares bought and 3,455,921 shares sold, net −1,971,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.01% | Reduce -4.6% | 8,155,409 | $448.5M |
| Vanguard Group Inc. | 0.01% | Reduce -4.1% | 6,360,937 | $349.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -3.2% | 3,666,987 | $201.7M |
| State Street Corp. | 0.01% | Reduce -3.6% | 2,995,051 | $164.7M |
| Franklin Resources Inc. | 0.04% | Add +1.1% | 2,610,976 | $143.6M |
| Macquarie Group Ltd. | 0.13% | Add +2.3% | 1,959,887 | $107.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.7% | 1,511,110 | $83.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -35.2% | 1,504,050 | $82.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.3% | 1,415,940 | $77.9M |
| Champlain Investment Partners, LLC | 0.46% | Reduce -0.6% | 1,209,143 | $66.5M |
| Invesco Ltd. | 0.01% | Add +1.6% | 985,367 | $54.2M |
| Cooke & Bieler LP | 0.49% | Add +0.2% | 893,736 | $49.2M |
| Pzena Investment Management LLC | 0.15% | Add +3.0% | 811,169 | $44.6M |
| American Century Companies Inc. | 0.02% | Reduce -9.1% | 774,208 | $42.6M |
| Frontier Capital Management Co. LLC | 0.39% | Add +1.3% | 768,364 | $42.3M |
| Brown Advisory Inc. | 0.06% | Reduce -5.7% | 761,455 | $41.9M |
| Bank of America Corp. | 0.00% | Reduce -25.1% | 746,077 | $41.0M |
| Palisade Capital Management, LP | 1.29% | Reduce -2.9% | 726,008 | $39.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.9% | 711,691 | $39.1M |
| Norges Bank | 0.00% | No change | 670,177 | $36.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.8% | 649,420 | $35.7M |
| Northern Trust Corp. | 0.00% | Reduce -18.6% | 635,168 | $34.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -2.6% | 582,334 | $32.0M |
| Raymond James Financial Inc. | 0.01% | Add +31.6% | 441,671 | $24.3M |
| Aberdeen Group plc | 0.04% | Reduce -16.0% | 440,936 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 439,147 | $24.2M |
| Morgan Stanley | 0.00% | Add +3.8% | 435,295 | $23.9M |
| Boston Partners | 0.02% | Add +2.0% | 350,327 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +1.7% | 329,658 | $18.1M |
| Millennium Management | 0.02% | Add +328.1% | 311,319 | $17.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.5% | 267,143 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Add +0.4% | 232,691 | $12.8M |
| Renaissance Technologies | 0.02% | Add +81.3% | 232,426 | $12.8M |
| Fisher Asset Management | 0.01% | Add +0.1% | 229,921 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.6% | 214,883 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 203,656 | $11.2M |
| Wellington Management Group LLP | 0.00% | Reduce -3.6% | 193,667 | $10.7M |
| Public Sector Pension Investment Board | 0.05% | Add +4.0% | 193,591 | $10.6M |
| Nuveen, LLC | 0.00% | Reduce -17.0% | 193,424 | $10.6M |
| Earnest Partners LLC | 0.05% | Reduce -33.7% | 183,665 | $10.1M |
| Wells Fargo & Company | 0.00% | Reduce -17.9% | 180,412 | $9.9M |
| Rhumbline Advisers | 0.01% | Reduce -0.0% | 168,484 | $9.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +43.7% | 164,608 | $9.1M |
| Edgestream Partners, L.P. | 0.25% | New | 160,619 | $8.8M |
| Jane Street Group, LLC | 0.01% | Add +34.7% | 158,239 | $8.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.2% | 156,362 | $8.6M |
| Clearbridge Investments, LLC | 0.01% | Reduce -16.8% | 155,122 | $8.5M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -7.8% | 153,044 | $8.4M |
| Lord, Abbett & Co. LLC | 0.03% | Add +3.4% | 144,868 | $8.0M |
| UBS Group AG | 0.00% | Add +34.7% | 139,841 | $7.7M |
| Barclays PLC | 0.00% | Add +42.7% | 130,773 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.8% | 130,600 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 122,937 | $6.8M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -0.7% | 112,706 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -2.0% | 111,840 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -8.8% | 104,391 | $5.7M |
| First Trust Advisors LP | 0.00% | Reduce -5.2% | 101,214 | $5.6M |
| Bridgeway Capital Management, LLC | 0.13% | No change | 95,759 | $5.3M |
| Citigroup Inc. | 0.00% | Reduce -17.0% | 92,991 | $5.1M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 87,139 | $4.8M |
| AXA S.A. | 0.01% | New | 85,734 | $4.7M |
| Sei Investments Co. | 0.01% | Add +25.0% | 83,298 | $4.6M |
| WINTON GROUP Ltd | 0.23% | New | 80,460 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.6% | 63,782 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -3.4% | 61,198 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -11.1% | 59,485 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +3.1% | 59,336 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.4% | 58,143 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.7% | 56,379 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.5% | 55,250 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 54,709 | $3.0M |
| SG Americas Securities, LLC | 0.01% | Add +499.3% | 52,722 | $2.9M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.4% | 48,379 | $2.7M |
| Siena Capital Partners GP, LLC | 0.70% | No change | 43,819 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.9% | 43,489 | $2.4M |
| Wedge Capital Management L L P | 0.04% | Reduce -2.4% | 38,747 | $2.1M |
| Comerica Bank | 0.01% | Add +1.8% | 37,943 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -18.4% | 36,540 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.5% | 35,577 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +2.3% | 34,604 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +4.0% | 33,787 | $1.9M |
| Corbyn Investment Management Inc. | 0.84% | Reduce -0.2% | 33,685 | $1.9M |
| Aristotle Capital Boston, LLC | 0.09% | Reduce -15.9% | 33,418 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +18.6% | 33,230 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +2.3% | 32,323 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.7% | 31,809 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.0% | 31,471 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.0% | 26,500 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +288.4% | 26,371 | $1.5M |
| XTX Topco Ltd | 0.06% | Add +125.2% | 25,202 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.7% | 24,872 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Add +0.4% | 24,440 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -18.1% | 23,021 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.3% | 22,807 | $1.3M |
| LPL Financial LLC | 0.00% | Add +6.2% | 22,651 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 22,374 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -31.9% | 21,440 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 21,194 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +6.3% | 20,807 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.5% | 19,393 | $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.