WSFS FinancialWSFS

13F holders, Q4 2025 (December 31)
315holders +21
39new positions
22sold out
9famous investors
$55.25avg. 13F price*

At the end of Q4 2025, 315 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 21 from Q3 2025. 39 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($435.6M), Vanguard Group Inc. ($329.0M) and Dimensional Fund Advisors LP ($198.4M). 9 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions39$31.9M
Exits22$276.4M

All 13F filers, Q3 2025 → Q4 2025: 2,036,860 shares bought and 7,433,953 shares sold, net −5,397,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

BlackRock, Inc. 0.01% Reduce -0.7% 7,884,824 $435.6M
Vanguard Group Inc. 0.00% Reduce -2.9% 5,956,546 $329.0M
Dimensional Fund Advisors LP 0.04% Reduce -1.2% 3,592,463 $198.4M
State Street Corp. 0.01% Reduce -4.3% 2,893,238 $159.8M
Franklin Resources Inc. 0.03% Add +1.3% 2,465,792 $136.2M
Nomura Asset Management International Inc. 0.14% — 1,653,613 $91.4M
Geode Capital Management, LLC 0.00% Reduce -1.2% 1,362,336 $75.3M
JPMorgan Chase & Co. 0.00% Reduce -20.3% 1,231,298 $68.0M
Invesco Ltd. 0.01% Add +6.1% 1,066,591 $58.9M
Cooke & Bieler LP 0.61% Add +2.3% 1,055,902 $58.3M
T. Rowe Price Investment Management, Inc. 0.03% Reduce -24.8% 933,944 $51.6M
Pzena Investment Management LLC 0.14% Reduce -5.6% 876,816 $48.4M
Frontier Capital Management Co. LLC 0.46% Reduce -0.9% 792,501 $43.8M
Brown Advisory Inc. 0.06% Reduce -5.2% 788,575 $43.6M
Norges Bank 0.00% — 709,500 $39.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.5% 696,551 $38.5M
American Century Companies Inc. 0.02% Reduce -3.4% 678,620 $37.5M
Bank of America Corp. 0.00% Reduce -6.5% 662,304 $36.6M
Palisade Capital Management, LP 1.16% Reduce -11.0% 633,974 $35.0M
Northern Trust Corp. 0.00% Reduce -6.7% 580,561 $32.1M
Alliancebernstein L.P. 0.01% Reduce -9.3% 579,625 $32.0M
Manufacturers Life Insurance Company, The 0.03% Reduce -3.2% 547,522 $30.2M
Morgan Stanley 0.00% Add +22.4% 522,821 $28.9M
Goldman Sachs Group Inc. 0.00% Add +71.5% 470,191 $26.0M
Raymond James Financial Inc. 0.01% Reduce -6.7% 413,617 $23.0M
Bank of New York Mellon Corp 0.00% Reduce -4.7% 406,111 $22.4M
Aberdeen Group plc 0.03% Reduce -4.6% 383,212 $21.2M
Boston Partners 0.02% Reduce -2.9% 340,772 $18.9M
Principal Financial Group Inc. 0.01% Reduce -3.6% 260,644 $14.4M
New York State Common Retirement Fund 0.02% Add +5.2% 244,671 $13.5M
Millennium Management 0.01% Reduce -38.0% 236,142 $13.0M
Fisher Asset Management 0.00% Add +0.0% 227,946 $12.6M
Point72 Asset Management 0.02% New 222,041 $12.3M
UBS Group AG 0.00% Add +31.3% 214,753 $11.9M
Wells Fargo & Company 0.00% Add +7.6% 191,641 $10.6M
Public Sector Pension Investment Board 0.04% Reduce -13.3% 189,262 $10.5M
Nuveen, LLC 0.00% Reduce -3.4% 178,272 $9.8M
Allspring Global Investments Holdings, LLC 0.02% Add +0.8% 178,404 $9.8M
Qube Research & Technologies Ltd 0.01% Add +98.2% 176,628 $9.8M
Wellington Management Group LLP 0.00% Reduce -6.8% 172,643 $9.5M
Earnest Partners LLC 0.04% Reduce -6.7% 157,664 $8.7M
AQR Capital Management 0.00% Add +80.2% 155,805 $8.6M
T. Rowe Price Associates Inc. 0.00% Add +99.8% 153,234 $8.5M
Rhumbline Advisers 0.01% Reduce -7.9% 151,378 $8.4M
Clearbridge Investments, LLC 0.01% Reduce -6.9% 147,697 $8.2M
Jane Street Group, LLC 0.01% Add +11.3% 147,536 $8.1M
Lord, Abbett & Co. LLC 0.03% Reduce -1.8% 142,276 $7.9M
Legal & General Group Plc 0.00% Reduce -4.7% 140,584 $7.8M
Tudor Investment Corporation 0.04% Add +541.3% 137,124 $7.6M
Royal Bank of Canada 0.00% Reduce -30.1% 130,950 $7.2M
Sei Investments Co. 0.01% Add +46.5% 121,003 $6.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.9% 116,818 $6.5M
Envestnet Asset Management Inc. 0.00% Reduce -9.1% 114,809 $6.3M
Crawford Investment Counsel Inc. 0.10% Add +2.7% 113,506 $6.3M
Swiss National Bank 0.00% No change 110,040 $6.1M
Ameriprise Financial Inc. 0.00% Reduce -5.3% 108,106 $6.0M
Barclays PLC 0.00% Add +24.8% 104,758 $5.8M
Two Sigma Investments, LP 0.01% Add +1339.9% 104,410 $5.8M
First Trust Advisors LP 0.00% Add +3.3% 90,910 $5.0M
Numerai GP LLC 0.58% Reduce -17.7% 87,147 $4.8M
Prudential Financial Inc. 0.01% Reduce -5.4% 84,280 $4.7M
Brandywine Global Investment Management, LLC 0.03% Reduce -3.6% 81,019 $4.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +12984.5% 80,339 $4.4M
Great Lakes Advisors, LLC 0.04% Reduce -16.9% 79,118 $4.4M
Wilmington Savings Fund Society, FSB 0.10% Reduce -12.2% 78,697 $4.3M
D. E. Shaw & Co. 0.00% Add +342.8% 74,520 $4.1M
Bridgeway Capital Management, LLC 0.08% Reduce -18.5% 69,059 $3.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +0.3% 68,460 $3.8M
AlphaQuest LLC 0.18% Reduce -6.4% 59,253 $3.3M
Edgestream Partners, L.P. 0.09% Reduce -59.8% 58,487 $3.2M
ExodusPoint Capital Management, LP 0.04% Add +8.8% 57,013 $3.1M
Citadel Advisors 0.00% Reduce -62.9% 56,895 $3.1M
California State Teachers Retirement System 0.00% Reduce -3.2% 52,956 $2.9M
Two Sigma Advisers, LP 0.01% Add +1092.8% 50,755 $2.8M
Citigroup Inc. 0.00% Reduce -13.8% 50,594 $2.8M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 50,012 $2.8M
Trexquant Investment LP 0.02% Add +18.3% 48,486 $2.7M
Rafferty Asset Management, LLC 0.01% Reduce -23.4% 47,956 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -17.1% 47,311 $2.6M
Deutsche Bank AG 0.00% Add +4.5% 46,824 $2.6M
Balyasny Asset Management L.P. 0.00% Add +520.8% 44,948 $2.5M
Susquehanna International Group, LLP 0.00% Add +38.9% 44,749 $2.5M
Denali Advisors LLC 0.27% New 43,900 $2.4M
Hantz Financial Services, Inc. 0.04% Reduce -7.0% 43,689 $2.4M
Y-Intercept (Hong Kong) Ltd 0.05% Add +597.2% 41,775 $2.3M
Intech Investment Management LLC 0.02% Reduce -5.0% 41,623 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +6.3% 40,604 $2.2M
Voloridge Investment Management, LLC 0.01% Add +57.4% 40,562 $2.2M
Campbell & CO Investment Adviser LLC 0.11% Add +135.7% 40,179 $2.2M
Renaissance Technologies 0.00% Reduce -71.3% 39,477 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -7.4% 38,416 $2.1M
Wedge Capital Management L L P 0.03% Reduce -2.1% 34,929 $1.9M
Corbyn Investment Management Inc. 0.85% Reduce -3.3% 32,585 $1.8M
Pathstone Holdings, LLC 0.01% Reduce -5.8% 32,296 $1.8M
Comerica Bank 0.01% Reduce -10.5% 31,345 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -4.4% 31,164 $1.7M
SG Americas Securities, LLC 0.00% Add +338.6% 30,594 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -0.8% 30,282 $1.7M
New York State Teachers Retirement System 0.00% Add +20.7% 29,861 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -3.2% 29,772 $1.6M

"% 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 315 holders