WSFS FinancialWSFS

13F holders, Q3 2025 (September 30)
294holders +8
38new positions
27sold out
8famous investors
$54.02avg. 13F price*

At the end of Q3 2025, 294 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 8 from Q2 2025. 38 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($428.0M), Vanguard Group Inc. ($330.8M) and Macquarie Group Ltd. ($206.5M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
WSFS Financial Corp.
CUSIP
929328102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 241Q1 2024Q2 2024: 233Q2 2024Q3 2024: 265Q3 2024Q4 2024: 251Q4 2024Q1 2025: 264Q1 2025Q2 2025: 286Q2 2025Q3 2025: 294Q3 2025Q4 2025: 315Q4 2025Q1 2026: 331Q1 2026Q2 2026: 355Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions38$32.3M
Exits27$17.4M

All 13F filers, Q2 2025 → Q3 2025: 3,484,578 shares bought and 2,370,385 shares sold, net +1,114,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

BlackRock, Inc. 0.01% Reduce -2.7% 7,936,024 $428.0M
Vanguard Group Inc. 0.01% Reduce -3.6% 6,133,541 $330.8M
Macquarie Group Ltd. 0.24% Add +93.3% 3,789,431 $206.5M
Dimensional Fund Advisors LP 0.04% Reduce -0.8% 3,637,654 $196.2M
State Street Corp. 0.01% Add +0.9% 3,022,772 $163.0M
Franklin Resources Inc. 0.03% Reduce -6.8% 2,433,369 $131.2M
JPMorgan Chase & Co. 0.01% Add +2.2% 1,544,508 $83.3M
Geode Capital Management, LLC 0.00% Reduce -2.6% 1,379,465 $74.4M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -17.4% 1,242,108 $67.0M
Champlain Investment Partners, LLC 0.49% Reduce -1.2% 1,194,893 $64.4M
Cooke & Bieler LP 0.57% Add +15.5% 1,031,956 $55.7M
Invesco Ltd. 0.01% Add +2.1% 1,005,660 $54.2M
Pzena Investment Management LLC 0.16% Add +14.4% 928,413 $50.1M
Brown Advisory Inc. 0.06% Add +9.2% 831,388 $44.8M
Frontier Capital Management Co. LLC 0.39% Add +4.1% 799,562 $43.1M
Palisade Capital Management, LP 1.18% Reduce -1.8% 712,627 $38.4M
Bank of America Corp. 0.00% Reduce -5.1% 708,183 $38.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.6% 707,443 $38.2M
American Century Companies Inc. 0.02% Reduce -9.3% 702,145 $37.9M
Alliancebernstein L.P. 0.01% Reduce -1.6% 638,910 $34.5M
Northern Trust Corp. 0.00% Reduce -2.1% 622,065 $33.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -2.8% 565,839 $30.5M
Raymond James Financial Inc. 0.01% Add +0.4% 443,465 $23.9M
Morgan Stanley 0.00% Reduce -1.9% 427,135 $23.0M
Bank of New York Mellon Corp 0.00% Reduce -2.9% 426,234 $23.0M
Aberdeen Group plc 0.03% Reduce -8.9% 401,729 $21.7M
Millennium Management 0.02% Add +22.4% 381,060 $20.6M
Boston Partners 0.02% Add +0.1% 350,758 $18.9M
Goldman Sachs Group Inc. 0.00% Add +2.6% 274,212 $14.8M
Principal Financial Group Inc. 0.01% Reduce -18.0% 270,256 $14.6M
New York State Common Retirement Fund 0.02% No change 232,691 $12.5M
Fisher Asset Management 0.00% Reduce -0.9% 227,854 $12.3M
Public Sector Pension Investment Board 0.04% Add +12.8% 218,282 $11.8M
Royal Bank of Canada 0.00% Reduce -8.0% 187,301 $10.1M
Wellington Management Group LLP 0.00% Reduce -4.4% 185,153 $10.0M
Nuveen, LLC 0.00% Reduce -4.6% 184,551 $10.0M
Wells Fargo & Company 0.00% Reduce -1.3% 178,059 $9.6M
Allspring Global Investments Holdings, LLC 0.02% Reduce -17.6% 177,047 $9.5M
Earnest Partners LLC 0.04% Reduce -8.0% 168,932 $9.1M
Rhumbline Advisers 0.01% Reduce -2.4% 164,383 $8.9M
UBS Group AG 0.00% Add +16.9% 163,519 $8.8M
Clearbridge Investments, LLC 0.01% Add +2.2% 158,594 $8.6M
Citadel Advisors 0.01% Add +2749.3% 153,234 $8.3M
Legal & General Group Plc 0.00% Reduce -5.7% 147,454 $8.0M
Edgestream Partners, L.P. 0.23% Reduce -9.4% 145,498 $7.8M
Lord, Abbett & Co. LLC 0.02% No change 144,868 $7.8M
Renaissance Technologies 0.01% Reduce -40.8% 137,548 $7.4M
Jane Street Group, LLC 0.01% Reduce -16.2% 132,565 $7.1M
Envestnet Asset Management Inc. 0.00% Reduce -3.3% 126,358 $6.8M
Ameriprise Financial Inc. 0.00% Reduce -7.2% 114,118 $6.2M
Crawford Investment Counsel Inc. 0.10% Reduce -1.9% 110,506 $6.0M
Swiss National Bank 0.00% Reduce -1.6% 110,040 $5.9M
Numerai GP LLC 0.81% New 105,941 $5.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -37.1% 103,469 $5.6M
Great Lakes Advisors, LLC 0.04% Reduce -37.8% 95,199 $5.1M
AXA Investment Managers S.A. 0.01% — 89,899 $4.8M
Wilmington Savings Fund Society, FSB 0.12% Add +46.5% 89,669 $4.8M
Qube Research & Technologies Ltd 0.01% New 89,123 $4.8M
Prudential Financial Inc. 0.01% Add +50.1% 89,091 $4.8M
First Trust Advisors LP 0.00% Reduce -13.1% 87,995 $4.7M
AQR Capital Management 0.00% Add +444.9% 86,476 $4.7M
Bridgeway Capital Management, LLC 0.10% Reduce -11.5% 84,759 $4.6M
Brandywine Global Investment Management, LLC 0.03% Reduce -3.6% 84,019 $4.5M
Barclays PLC 0.00% Reduce -35.8% 83,933 $4.5M
Sei Investments Co. 0.00% Reduce -0.8% 82,588 $4.5M
T. Rowe Price Associates Inc. 0.00% Add +31.9% 76,710 $4.1M
Cubist Systematic Strategies, LLC 0.06% New 76,233 $4.1M
Salzhauer Michael 1.92% No change 19,329 $3.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +7.0% 68,262 $3.7M
AlphaQuest LLC 0.22% Add +1163.4% 63,322 $3.4M
Rafferty Asset Management, LLC 0.01% Add +13.4% 62,645 $3.4M
Citigroup Inc. 0.00% Reduce -36.9% 58,681 $3.2M
CANADA LIFE ASSURANCE Co 0.00% Add +1.2% 57,066 $3.1M
California State Teachers Retirement System 0.00% Add +0.0% 54,712 $3.0M
ExodusPoint Capital Management, LP 0.04% New 52,409 $2.8M
Hantz Financial Services, Inc. 0.04% Reduce -2.9% 46,998 $2.5M
Deutsche Bank AG 0.00% Reduce -24.7% 44,803 $2.4M
Intech Investment Management LLC 0.02% Add +35.6% 43,831 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -4.6% 41,489 $2.2M
Trexquant Investment LP 0.02% New 40,988 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +7.4% 38,202 $2.1M
Wedge Capital Management L L P 0.03% Reduce -7.9% 35,688 $1.9M
Comerica Bank 0.01% Reduce -7.7% 35,030 $1.9M
Pathstone Holdings, LLC 0.01% Reduce -6.2% 34,281 $1.8M
Corbyn Investment Management Inc. 0.83% No change 33,685 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -5.8% 32,593 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -69.1% 32,221 $1.7M
Aristotle Capital Boston, LLC 0.09% Reduce -6.3% 31,318 $1.7M
Illinois Municipal Retirement Fund 0.02% Reduce -2.2% 30,766 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -9.7% 30,518 $1.6M
Engineers Gate Manager LP 0.02% Add +596.8% 30,192 $1.6M
Verition Fund Management LLC 0.01% New 27,039 $1.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -18.2% 26,017 $1.4M
Voloridge Investment Management, LLC 0.00% New 25,774 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -3.0% 25,700 $1.4M
State of Tennessee, Department of Treasury 0.00% Reduce -23.0% 25,584 $1.4M
Private Advisor Group, LLC 0.01% Add +0.1% 24,906 $1.3M
New York State Teachers Retirement System 0.00% Add +1.2% 24,740 $1.3M
HRT Financial LP 0.00% Add +138.8% 23,501 $1.3M
Janus Henderson Group PLC 0.00% No change 23,021 $1.2M

"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.

Show all 294 holders