WSFS FinancialWSFS
13F holders, Q2 2026 (June 30)355holders +24
57new positions
34sold out
8famous investors
$76.68avg. 13F price*
At the end of Q2 2026, 355 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 24 from Q1 2026. 57 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($576.7M), Dimensional Fund Advisors LP ($274.2M) and Vanguard Portfolio Management LLC ($254.1M). 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $39.8M |
| Exits | 34 | $39.0M |
All 13F filers, Q1 2026 → Q2 2026: 3,532,899 shares bought and 3,824,793 shares sold, net −291,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 7,515,901 | $576.7M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.3% | 3,572,913 | $274.2M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.7% | 3,312,116 | $254.1M |
| State Street Corp. | 0.01% | Add +4.5% | 3,032,754 | $232.7M |
| Franklin Resources Inc. | 0.04% | Reduce -10.3% | 2,310,174 | $177.3M |
| Vanguard Capital Management LLC | 0.00% | Reduce -4.7% | 2,255,877 | $173.1M |
| Geode Capital Management, LLC | 0.01% | Add +15.4% | 1,570,611 | $120.5M |
| Nomura Asset Management International Inc. | 0.13% | Reduce -24.5% | 1,165,245 | $89.4M |
| Invesco Ltd. | 0.01% | Add +11.4% | 1,052,326 | $80.7M |
| Pzena Investment Management LLC | 0.20% | Add +1.1% | 888,496 | $68.2M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -5.2% | 861,436 | $66.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.5% | 828,398 | $63.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.2% | 735,191 | $56.4M |
| Brown Advisory Inc. | 0.09% | Reduce -1.8% | 731,582 | $56.1M |
| American Century Companies Inc. | 0.02% | Add +3.5% | 715,383 | $54.9M |
| Vaughan Nelson Investment Management, L.P. | 0.48% | Add +34.5% | 705,083 | $54.1M |
| Bank of America Corp. | 0.00% | Reduce -12.4% | 646,080 | $49.6M |
| Norges Bank | 0.00% | — | 638,922 | $49.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +21.4% | 612,403 | $47.0M |
| Northern Trust Corp. | 0.01% | Add +4.5% | 607,642 | $46.6M |
| Frontier Capital Management Co. LLC | 0.38% | Reduce -20.8% | 535,179 | $41.1M |
| Principal Financial Group Inc. | 0.02% | Add +25.0% | 534,461 | $41.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -1.6% | 521,623 | $40.0M |
| Two Sigma Investments, LP | 0.03% | Add +99.3% | 504,502 | $38.7M |
| Morgan Stanley | 0.00% | Add +0.7% | 433,570 | $33.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.8% | 388,295 | $29.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.1% | 387,352 | $29.7M |
| Nuveen, LLC | 0.01% | Add +33.3% | 364,947 | $28.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +2767.7% | 351,205 | $26.9M |
| Aberdeen Group plc | 0.04% | Reduce -10.7% | 349,353 | $26.8M |
| FMR LLC | 0.00% | Add +407.6% | 345,298 | $26.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -1.5% | 343,779 | $26.4M |
| Cooke & Bieler LP | 0.29% | Reduce -58.1% | 330,340 | $25.3M |
| Wellington Management Group LLP | 0.00% | Add +111.7% | 307,789 | $23.6M |
| Palisade Capital Management, LP | 1.04% | Reduce -52.4% | 279,625 | $21.5M |
| AQR Capital Management | 0.01% | Add +0.0% | 256,901 | $19.7M |
| New York State Common Retirement Fund | 0.02% | Add +0.8% | 233,296 | $17.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -46.1% | 267,211 | $17.5M |
| Fisher Asset Management | 0.01% | Add +0.0% | 227,957 | $17.5M |
| Citadel Advisors | 0.01% | Add +73.7% | 189,946 | $14.6M |
| Algert Global LLC | 0.17% | Add +111.5% | 183,668 | $14.1M |
| Public Sector Pension Investment Board | 0.04% | Reduce -6.4% | 178,776 | $13.7M |
| Clearbridge Investments, LLC | 0.01% | Reduce -11.9% | 168,798 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +16.1% | 166,593 | $12.8M |
| Bridgewater Associates | 0.05% | Add +77.3% | 158,444 | $12.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.0% | 147,373 | $11.6M |
| Natixis Advisors, LLC | 0.01% | Add +27.3% | 146,590 | $11.2M |
| Victory Capital Management Inc. | 0.01% | Add +11.3% | 143,422 | $11.0M |
| Earnest Partners LLC | 0.04% | Reduce -3.7% | 139,342 | $10.7M |
| Rhumbline Advisers | 0.01% | Reduce -11.4% | 131,995 | $10.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 119,213 | $9.1M |
| Crawford Investment Counsel Inc. | 0.15% | Reduce -0.8% | 118,806 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.3% | 118,291 | $9.1M |
| Sei Investments Co. | 0.01% | Reduce -32.5% | 117,812 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 109,365 | $8.4M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -22.1% | 108,676 | $8.3M |
| Prudential Financial Inc. | 0.01% | Add +18.9% | 107,970 | $8.3M |
| Tudor Investment Corporation | 0.03% | Add +238.1% | 105,538 | $8.1M |
| Acadian Asset Management LLC | 0.01% | Add +490.5% | 105,175 | $8.1M |
| Swiss National Bank | 0.00% | Reduce -3.1% | 104,740 | $8.0M |
| UBS Group AG | 0.00% | Reduce -58.5% | 103,247 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.5% | 94,670 | $7.3M |
| Point72 Asset Management | 0.01% | New | 93,097 | $7.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +422.1% | 91,483 | $7.0M |
| Intech Investment Management LLC | 0.06% | Add +22.2% | 87,297 | $6.7M |
| First Trust Advisors LP | 0.00% | Reduce -20.6% | 85,061 | $6.5M |
| Edgestream Partners, L.P. | 0.19% | New | 84,416 | $6.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -35.9% | 79,413 | $6.1M |
| Wilmington Savings Fund Society, FSB | 0.13% | Reduce -0.0% | 78,398 | $6.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -0.8% | 76,023 | $5.8M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -18.9% | 74,597 | $5.7M |
| Millennium Management | 0.00% | Add +75.7% | 72,300 | $5.5M |
| Bessemer Group Inc. | 0.01% | Add +0.1% | 70,884 | $5.4M |
| WINTON GROUP Ltd | 0.16% | New | 65,328 | $5.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 61,293 | $4.7M |
| Lazard Asset Management LLC | 0.01% | Add +129.9% | 60,598 | $4.6M |
| California State Teachers Retirement System | 0.00% | Reduce -11.2% | 59,027 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +230.6% | 58,891 | $4.5M |
| Citigroup Inc. | 0.00% | Add +21.5% | 57,524 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +22.5% | 55,456 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -14.3% | 54,392 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | Add +315.2% | 50,291 | $3.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +4.5% | 49,162 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +166.9% | 46,274 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +37.7% | 45,351 | $3.5M |
| Bridgeway Capital Management, LLC | 0.06% | No change | 42,059 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.6% | 42,082 | $3.2M |
| Barclays PLC | 0.00% | Add +23.5% | 39,938 | $3.1M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.0% | 38,209 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.0% | 35,022 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -23.6% | 32,841 | $2.5M |
| Integrated Quantitative Investments LLC | 0.40% | Add +77.1% | 31,933 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +6.2% | 30,896 | $2.4M |
| Horizon Investments, LLC | 0.03% | Add +115.5% | 30,766 | $2.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -8.9% | 30,605 | $2.3M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.2% | 29,598 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -26.4% | 28,442 | $2.2M |
| Engineers Gate Manager LP | 0.03% | New | 27,802 | $2.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.8% | 27,163 | $2.1M |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 27,078 | $2.1M |
| Wedge Capital Management L L P | 0.03% | Reduce -5.0% | 26,032 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -5.2% | 25,691 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 25,276 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.2% | 24,525 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.8% | 24,356 | $1.9M |
| Oliver Luxxe Assets LLC | 0.26% | Reduce -33.4% | 22,921 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.8% | 22,800 | $1.7M |
| Canada Pension Plan Investment Board | 0.00% | No change | 22,600 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -36.0% | 21,596 | $1.7M |
| Jupiter Topco LLC | 0.00% | — | 21,234 | $1.6M |
| Aristotle Capital Boston, LLC | 0.11% | Reduce -25.1% | 21,221 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 21,134 | $1.6M |
| Corbyn Investment Management Inc. | 0.64% | Reduce -0.4% | 20,764 | $1.6M |
| Teacher Retirement System of Texas | 0.00% | Reduce -2.9% | 20,648 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 20,113 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +41.9% | 20,101 | $1.5M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -32.0% | 19,600 | $1.5M |
| Salzhauer Michael | 0.55% | No change | 19,329 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | New | 18,034 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | No change | 17,870 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +6.4% | 17,830 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 17,811 | $1.4M |
| Creative Planning | 0.00% | Reduce -9.0% | 17,290 | $1.3M |
| Graham Capital Management, L.P. | 0.05% | Add +8.6% | 17,060 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -67.1% | 16,947 | $1.3M |
| Capital Fund Management S.A. | 0.01% | New | 16,878 | $1.3M |
| Gsa Capital Partners LLP | 0.08% | New | 16,487 | $1.3M |
| Man Group plc | 0.00% | Add +7.5% | 16,486 | $1.3M |
| XTX Topco Ltd | 0.02% | Reduce -65.3% | 16,146 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 15,705 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -3.2% | 15,680 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +8.5% | 15,666 | $1.2M |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 14,753 | $1.1M |
| Lountzis Asset Management, LLC | 0.35% | No change | 14,621 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.0% | 14,410 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -4.1% | 14,407 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.6% | 14,042 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -9.2% | 14,010 | $1.1M |
| Verdence Capital Advisors LLC | 0.06% | No change | 14,000 | $1.1M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -1.1% | 13,969 | $1.1M |
| Elo Mutual Pension Insurance Co | 0.01% | New | 13,958 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -39.9% | 13,898 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 13,850 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 13,571 | $1.0M |
| Legato Capital Management LLC | 0.08% | New | 13,097 | $1.0M |
| SummerHaven Investment Management, LLC | 0.53% | No change | 12,953 | $994K |
| Glenmede Trust Co. NA | 0.00% | Reduce -0.8% | 12,699 | $974K |
| Headlands Technologies LLC | 0.10% | New | 12,096 | $928K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,930 | $915K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.6% | 11,766 | $903K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,616 | $891K |
| Argent Capital Management LLC | 0.03% | New | 11,481 | $881K |
| Sippican Capital Advisors | 0.52% | No change | 11,089 | $851K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 10,607 | $814K |
| Modera Wealth Management, LLC | 0.01% | Add +1.6% | 10,373 | $796K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 10,274 | $788K |
| &partners | 0.00% | Add +0.6% | 10,145 | $778K |
| Voya Investment Management LLC | 0.00% | Add +7.8% | 9,920 | $761K |
| Fox Run Management, L.L.C. | 0.12% | New | 9,788 | $751K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +33.2% | 9,209 | $715K |
| Ironwood Investment Management LLC | 0.25% | No change | 9,270 | $711K |
| Amundi | 0.00% | New | 9,068 | $696K |
| Empowered Funds, LLC | 0.00% | New | 8,886 | $682K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.1% | 8,669 | $665K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,596 | $660K |
| denkapparat Operations GmbH | 0.21% | New | 8,546 | $656K |
| Savant Capital, LLC | 0.00% | Add +101.7% | 9,057 | $645K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +12.0% | 8,330 | $639K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.8% | 8,244 | $633K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 8,140 | $625K |
| Alps Advisors Inc. | 0.00% | Add +1.3% | 8,000 | $614K |
| JMN Financial LLC | 0.47% | Add +19.6% | 7,846 | $602K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 7,817 | $600K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.0% | 7,809 | $599K |
| Dark Forest Capital Management LP | 0.04% | Reduce -46.4% | 7,767 | $596K |
| STRS Ohio | 0.00% | Add +22.2% | 7,700 | $591K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -1.9% | 7,618 | $585K |
| ProShare Advisors LLC | 0.00% | Reduce -9.0% | 7,563 | $580K |
| Ieq Capital, LLC | 0.00% | Reduce -69.3% | 7,504 | $576K |
| Haverford Trust Co | 0.00% | Add +6.3% | 7,441 | $571K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 7,358 | $565K |
| State of Wisconsin Investment Board | 0.00% | Add +30.8% | 6,966 | $535K |
| Jackson Creek Investment Advisors LLC | 0.17% | New | 6,585 | $528K |
| Jones Financial Companies LLLP | 0.00% | Reduce -23.2% | 6,611 | $511K |
| Lido Advisors, LLC | 0.00% | Reduce -19.4% | 6,655 | $511K |
| Planning Directions Inc. | 0.23% | Add +0.3% | 6,544 | $502K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.6% | 6,405 | $491K |
| EntryPoint Capital, LLC | 0.12% | No change | 6,315 | $485K |
| Guggenheim Capital LLC | 0.00% | New | 6,274 | $481K |
| Vise Technologies, Inc. | 0.01% | Add +36.8% | 6,249 | $479K |
| Marshall Wace, LLP | 0.00% | Reduce -42.1% | 6,200 | $476K |
| Captrust Financial Advisors | 0.00% | Add +12.2% | 6,118 | $469K |
| Westover Capital Advisors, LLC | 0.08% | No change | 6,115 | $469K |
| Advisors Asset Management, Inc. | 0.01% | New | 6,016 | $462K |
| Commerce Bank | 0.00% | Reduce -7.7% | 6,015 | $462K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -2.5% | 5,961 | $457K |
| Focus Partners Wealth | 0.00% | Reduce -12.5% | 5,918 | $454K |
| Swiss Life Asset Management Ltd | 0.00% | Add +2.0% | 5,877 | $451K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 5,756 | $442K |
| Entropy Technologies, LP | 0.02% | New | 5,675 | $435K |
| Quadrature Capital Ltd | 0.00% | New | 5,624 | $432K |
| BLB&B Advisors, LLC | 0.02% | No change | 5,610 | $430K |
| DRW Securities, LLC | 0.02% | Reduce -2.6% | 5,338 | $410K |
| Xponance LLC | 0.00% | Add +2.9% | 5,268 | $404K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.5% | 5,257 | $403K |
| Tidal Investments LLC | 0.00% | Reduce -57.0% | 5,153 | $395K |
| Mutual Advisors, LLC | 0.01% | No change | 5,126 | $393K |
| Strid Group, LLC | 0.04% | No change | 5,103 | $392K |
| Hillsdale Investment Management Inc. | 0.01% | Add +9.1% | 5,040 | $387K |
| Choreo, LLC | 0.00% | Add +37.0% | 5,005 | $384K |
| Allegheny Financial Group | 0.04% | Add +0.3% | 4,976 | $382K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.9% | 4,826 | $370K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +10.2% | 4,821 | $370K |
| Aigen Investment Management, LP | 0.10% | New | 4,608 | $354K |
| MQS Management LLC | 0.43% | New | 4,605 | $353K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $345K |
| Corient Private Wealth LP | 0.00% | New | 4,490 | $345K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.8% | 4,451 | $342K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,450 | $341K |
| Ascent Group, LLC | 0.01% | No change | 4,343 | $333K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.9% | 4,196 | $322K |
| Prosperity Advisers, LLC | 0.23% | No change | 4,112 | $316K |
| Lansing Street Advisors | 0.07% | Add +0.3% | 4,103 | $315K |
| Stephens Inc. | 0.00% | No change | 4,101 | $315K |
| Bank of Montreal | 0.00% | Add +4.0% | 4,074 | $313K |
| Profund Advisors LLC | 0.01% | Reduce -1.4% | 4,072 | $312K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,057 | $311K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +0.1% | 4,039 | $310K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -4.6% | 4,031 | $309K |
| Squarepoint Ops LLC | 0.00% | New | 3,955 | $303K |
| Stillwater Private Wealth, LLC | 0.19% | Reduce -9.7% | 3,568 | $289K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,751 | $288K |
| Nisa Investment Advisors, LLC | 0.00% | Add +28.4% | 3,729 | $286K |
| US Bancorp \de | 0.00% | Reduce -9.2% | 3,675 | $282K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +18.2% | 3,568 | $274K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -9.0% | 3,518 | $270K |
| Bailard, Inc. | 0.01% | Reduce -70.3% | 3,500 | $269K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 3,500 | $269K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -23.8% | 3,487 | $268K |
| Blair William & Co. | 0.00% | New | 3,396 | $261K |
| Sensenig Capital Advisors, Inc | 0.23% | No change | 3,300 | $253K |
| BDFS Capital LLC | 0.11% | No change | 3,252 | $250K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,243 | $249K |
| Assetmark, Inc. | 0.00% | No change | 3,194 | $245K |
| CIBC Asset Management Inc | 0.00% | Reduce -11.4% | 3,158 | $242K |
| Prelude Capital Management, LLC | 0.02% | New | 3,105 | $238K |
| nVerses Capital, LLC | 0.36% | New | 3,072 | $236K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $232K |
| CIBC Bancorp USA Inc. | 0.00% | New | 2,988 | $229K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,959 | $227K |
| FourThought Financial Partners, LLC | 0.02% | Reduce -8.8% | 2,937 | $225K |
| DNB Asset Management AS | 0.00% | Reduce -15.7% | 2,929 | $225K |
| Merit Financial Group, LLC | 0.00% | New | 2,910 | $223K |
| Truist Financial Corp. | 0.00% | Reduce -28.0% | 2,894 | $222K |
| Diametric Capital, LP | 0.02% | New | 2,851 | $219K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,836 | $218K |
| Baron Wealth Management LLC | 0.06% | New | 2,811 | $216K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,788 | $214K |
| Osaic Holdings, Inc. | 0.00% | Add +3.3% | 2,698 | $207K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.1% | 2,672 | $205K |
| Vista Finance, LLC | 0.11% | New | 2,667 | $205K |
| Chevy Chase Trust Holdings, LLC | 0.00% | New | 2,650 | $203K |
| GAMMA Investing LLC | 0.01% | Add +11.9% | 2,414 | $185K |
| LSV Asset Management | 0.00% | No change | 2,400 | $184K |
| Nykredit A/S | 0.00% | — | 2,270 | $174K |
| Hamilton Capital Partners Inc. | 0.00% | Reduce -32.4% | 1,983 | $152K |
| Clearstead Advisors, LLC | 0.00% | Add +2.1% | 1,933 | $148K |
| KBC Group NV | 0.00% | No change | 1,913 | $147K |
| Global Retirement Partners, LLC | 0.00% | — | 1,827 | $140K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1,512 | $116K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $115K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.1% | 1,491 | $114K |
| Arax Advisory Partners | 0.00% | Add +3467.6% | 1,320 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.0% | 1,258 | $96K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -4.0% | 1,252 | $96K |
| Rockefeller Capital Management L.P. | 0.00% | Add +2.3% | 1,100 | $84K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.0% | 1,071 | $82K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $77K |
| AdvisorNet Financial, Inc | 0.00% | No change | 936 | $72K |
| Seneschal Advisors, LLC | 0.05% | Reduce -38.8% | 888 | $68K |
| Key Financial Inc | 0.01% | No change | 851 | $65K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.7% | 833 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -31.7% | 831 | $64K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 750 | $58K |
| Allworth Financial LP | 0.00% | Add +30.4% | 609 | $47K |
| Amova Asset Management Americas, Inc. | 0.00% | New | 519 | $40K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.6% | 508 | $39K |
| NewEdge Advisors, LLC | 0.00% | No change | 496 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $36K |
| Optiver Holding B.V. | 0.00% | New | 459 | $35K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -16.8% | 461 | $35K |
| Costello Asset Management, INC | 0.01% | No change | 430 | $33K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 417 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 360 | $28K |
| Kemnay Advisory Services Inc. | 0.00% | Add +19.9% | 356 | $27K |
| Versant Capital Management, Inc | 0.00% | No change | 324 | $25K |
| UMB Bank, n.a. | 0.00% | Add +6.7% | 288 | $22K |
| Rothschild Investment LLC | 0.00% | Add +1.6% | 257 | $20K |
| Montgomery Financial Services LLC | 0.02% | — | 256 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $19K |
| Bare Financial Services, Inc | 0.00% | Add +72.2% | 248 | $19K |
| Essential Partners LLC | 0.01% | Reduce -68.9% | 216 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 204 | $16K |
| Ares Financial Consulting, LLC | 0.01% | No change | 176 | $14K |
| Persistent Asset Partners Ltd | 0.00% | New | 158 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -6.3% | 149 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 131 | $10K |
| Vanguard National Trust Co | 0.00% | No change | 120 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 109 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +0.9% | 107 | $8K |
| Fulcrum Asset Management LLP | 0.00% | New | 102 | $8K |
| CVA Family Office, LLC | 0.00% | Add +15.5% | 97 | $7K |
| Rossby Financial, LCC | 0.00% | No change | 93 | $7K |
| Fiduciary Financial Advisors | 0.00% | New | 86 | $6K |
| SJS Investment Consulting Inc. | 0.00% | Add +355.6% | 82 | $6K |
| WPG Advisers, LLC | 0.00% | Add +20.6% | 76 | $6K |
| Picton Mahoney Asset Management | 0.00% | New | 70 | $5K |
| Fortitude Family Office, LLC | 0.00% | Add +3.7% | 56 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +1.8% | 56 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +12.8% | 53 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +56.0% | 39 | $3K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +39.3% | 39 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 36 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $3K |
| Torren Management, LLC | 0.00% | Add +3.2% | 32 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 31 | $2K |
| Brandywine Financial Group | 0.02% | No change | 21 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 22 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 15 | $1K |
| Valued Wealth Advisors LLC | 0.00% | New | 14 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 14 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 14 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 16 | $1K |
| Covestor Ltd | 0.00% | Reduce -95.8% | 10 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $921 |
| HFM Investment Advisors, LLC | 0.00% | Add +80.0% | 9 | $691 |
| North Star Investment Management Corp. | 0.00% | No change | 9 | $691 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 9 | $691 |
| Ankerstar Wealth, LLC | 0.00% | No change | 7 | $537 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 6 | $461 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 4 | $307 |
| True Wealth Design, LLC | 0.00% | Reduce -88.9% | 4 | $307 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $307 |
| LRI Investments, LLC | 0.00% | New | 4 | $307 |
| Davis Capital Management | 0.00% | New | 3 | $230 |
| Stone House Investment Management, LLC | 0.00% | No change | 3 | $230 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $157 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $153 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $86 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $77 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $77 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $77 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $77 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $77 |
| Navigoe, LLC | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.