WSFS FinancialWSFS
13F holders, Q1 2026 (March 31)331holders +16
49new positions
31sold out
8famous investors
$65.32avg. 13F price*
At the end of Q1 2026, 331 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 16 from Q4 2025. 49 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($500.8M), Dimensional Fund Advisors LP ($233.1M) and Vanguard Portfolio Management LLC ($213.3M). 8 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $80.4M |
| Exits | 31 | $51.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,835,786 shares bought and 3,534,004 shares sold, net −698,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| BlackRock, Inc. | 0.01% | Reduce -3.0% | 7,650,537 | $500.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.9% | 3,560,556 | $233.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,257,822 | $213.3M |
| State Street Corp. | 0.01% | Add +0.3% | 2,902,744 | $190.0M |
| Franklin Resources Inc. | 0.04% | Add +4.4% | 2,575,172 | $168.6M |
| Vanguard Capital Management LLC | 0.00% | — | 2,367,989 | $155.0M |
| Nomura Asset Management International Inc. | 0.17% | Reduce -6.7% | 1,542,692 | $101.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 1,360,553 | $89.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 1,096,799 | $70.7M |
| Invesco Ltd. | 0.01% | Reduce -11.4% | 944,868 | $61.9M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -2.7% | 908,558 | $59.5M |
| Pzena Investment Management LLC | 0.19% | Add +0.2% | 878,588 | $57.5M |
| Cooke & Bieler LP | 0.58% | Reduce -25.3% | 789,302 | $51.7M |
| Brown Advisory Inc. | 0.08% | Reduce -5.5% | 744,889 | $48.8M |
| Bank of America Corp. | 0.00% | Add +11.4% | 737,587 | $48.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 699,183 | $45.8M |
| American Century Companies Inc. | 0.02% | Add +1.9% | 691,361 | $45.3M |
| Frontier Capital Management Co. LLC | 0.45% | Reduce -14.8% | 675,496 | $44.2M |
| Palisade Capital Management, LP | 1.38% | Reduce -7.4% | 587,253 | $38.4M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 581,213 | $38.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -3.2% | 530,175 | $34.7M |
| Vaughan Nelson Investment Management, L.P. | 0.34% | New | 524,180 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 504,365 | $33.0M |
| Morgan Stanley | 0.00% | Reduce -17.7% | 430,394 | $28.2M |
| Principal Financial Group Inc. | 0.01% | Add +64.0% | 427,481 | $28.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -14.5% | 495,707 | $27.4M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 416,739 | $26.9M |
| Aberdeen Group plc | 0.04% | Add +2.0% | 391,077 | $25.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 387,125 | $25.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 349,163 | $22.9M |
| Nuveen, LLC | 0.00% | Add +53.6% | 273,840 | $17.9M |
| AQR Capital Management | 0.01% | Add +64.9% | 256,875 | $16.8M |
| Two Sigma Investments, LP | 0.01% | Add +142.5% | 253,204 | $16.6M |
| Freestone Grove Partners LP | 0.12% | New | 251,148 | $16.4M |
| UBS Group AG | 0.00% | Add +15.9% | 248,889 | $16.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -5.4% | 231,396 | $15.1M |
| Fisher Asset Management | 0.01% | Reduce -0.0% | 227,911 | $14.9M |
| Clearbridge Investments, LLC | 0.01% | Add +29.7% | 191,625 | $12.5M |
| Public Sector Pension Investment Board | 0.04% | Add +0.9% | 191,040 | $12.5M |
| Sei Investments Co. | 0.01% | Add +44.1% | 174,419 | $11.4M |
| Jane Street Group, LLC | 0.01% | Add +14.6% | 169,122 | $11.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 148,954 | $9.8M |
| Wellington Management Group LLP | 0.00% | Reduce -15.8% | 145,383 | $9.5M |
| Earnest Partners LLC | 0.04% | Reduce -8.2% | 144,762 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -25.1% | 143,552 | $9.4M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -1.9% | 139,554 | $9.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.9% | 133,933 | $8.8M |
| Victory Capital Management Inc. | 0.01% | Add +466.2% | 128,825 | $8.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -19.1% | 123,941 | $8.1M |
| Legal & General Group Plc | 0.00% | Reduce -12.9% | 122,416 | $8.0M |
| Crawford Investment Counsel Inc. | 0.13% | Add +5.5% | 119,786 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.6% | 118,637 | $7.8M |
| Natixis Advisors, LLC | 0.01% | Add +380.0% | 115,147 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 111,854 | $7.3M |
| Citadel Advisors | 0.01% | Add +92.2% | 109,326 | $7.2M |
| Swiss National Bank | 0.00% | Reduce -1.7% | 108,140 | $7.1M |
| First Trust Advisors LP | 0.01% | Add +17.9% | 107,196 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 101,307 | $6.6M |
| Great Lakes Advisors, LLC | 0.05% | Add +16.3% | 92,004 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +7.8% | 90,835 | $5.9M |
| Bridgewater Associates | 0.03% | New | 89,339 | $5.8M |
| Algert Global LLC | 0.09% | New | 86,837 | $5.7M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -0.4% | 78,407 | $5.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -4.7% | 76,606 | $5.0M |
| Intech Investment Management LLC | 0.05% | Add +71.6% | 71,417 | $4.7M |
| Bessemer Group Inc. | 0.01% | Add +20548.1% | 70,823 | $4.6M |
| FMR LLC | 0.00% | Add +470.8% | 68,020 | $4.5M |
| California State Teachers Retirement System | 0.00% | Add +25.5% | 66,481 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -51.1% | 64,041 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -7.3% | 63,500 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -30.9% | 51,497 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +55.9% | 47,704 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -6.4% | 47,352 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 47,068 | $3.1M |
| XTX Topco Ltd | 0.05% | Add +87.3% | 46,526 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -3.4% | 45,254 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.8% | 44,580 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 43,727 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.4% | 42,977 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -39.1% | 42,059 | $2.8M |
| Millennium Management | 0.00% | Reduce -82.6% | 41,146 | $2.7M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -7.9% | 40,230 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +68.0% | 38,625 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 36,496 | $2.4M |
| Trexquant Investment LP | 0.02% | Reduce -26.1% | 35,838 | $2.3M |
| Oliver Luxxe Assets LLC | 0.34% | New | 34,428 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.9% | 33,727 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Add +12.5% | 33,587 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.9% | 32,926 | $2.2M |
| Barclays PLC | 0.00% | Reduce -69.1% | 32,345 | $2.1M |
| Tudor Investment Corporation | 0.01% | Reduce -77.2% | 31,219 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 30,571 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.7% | 29,093 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.8% | 28,826 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +11821.6% | 28,731 | $1.9M |
| Aristotle Capital Boston, LLC | 0.11% | Reduce -1.6% | 28,322 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.2% | 28,225 | $1.8M |
| Wedge Capital Management L L P | 0.03% | Reduce -21.6% | 27,389 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +55.7% | 27,101 | $1.8M |
| HRT Financial LP | 0.00% | New | 26,405 | $1.7M |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.