Who owns WSFS Financial (WSFS)
Which tracked institutional funds hold WSFS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WSFS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
96 tracked funds added or opened WSFS while 50 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WSFS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in WSFS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 326 tracked filers holding WSFS, 170 increased or opened the position and 156 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WSFS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- Point72 Asset Management, L.P.$7M
- Edgestream Partners, L.P.$6M
- WINTON GROUP Ltd$5M
- Engineers Gate Manager LP$2M
- Jupiter Topco LLC$2M
- Assenagon Asset Management S.A.$1M
Full exits 27
- T. Rowe Price Investment Management, Inc.$59M
- Freestone Grove Partners LP$16M
- JANE STREET GROUP, LLC$11M
- LORD, ABBETT & CO. LLC$9M
- NATIXIS ADVISORS, LLC$8M
- BESSEMER GROUP INC$5M
Largest adds
- BlackRock, Inc.$210M
- STATE STREET CORP$43M
- DIMENSIONAL FUND ADVISORS LP$41M
- VANGUARD PORTFOLIO MANAGEMENT LLC$41M
- GEODE CAPITAL MANAGEMENT, LLC$31M
- Qube Research & Technologies Ltd$26M
Largest trims
- COOKE & BIELER LP$26M
- PALISADE CAPITAL MANAGEMENT, LP$17M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$12M
- ALLIANCEBERNSTEIN L.P.$10M
- UBS Group AG$8M
- JPMORGAN CHASE & CO$7M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,515,901 | $577M | 16.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,572,913 | $274M | 8.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,312,116 | $254M | 7.4% | 2026-Q2 |
| STATE STREET CORP added | 3,032,754 | $233M | 6.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 2,310,174 | $177M | 5.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,255,877 | $173M | 5.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,570,611 | $121M | 3.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,165,245 | $89M | 2.6% | 2026-Q2 |
| Invesco Ltd. added | 1,052,326 | $81M | 2.4% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 888,496 | $68M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 828,398 | $64M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 735,191 | $56M | 1.6% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 731,582 | $56M | 1.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 715,383 | $55M | 1.6% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 705,083 | $54M | 1.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 646,080 | $50M | 1.4% | 2026-Q2 |
| NORGES BANK trimmed | 638,922 | $49M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 612,403 | $47M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 607,642 | $47M | 1.4% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 535,179 | $41M | 1.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 534,461 | $41M | 1.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 521,623 | $40M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 504,502 | $39M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 433,570 | $33M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 388,295 | $30M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 387,352 | $30M | 0.9% | 2026-Q2 |
| Nuveen, LLC added | 364,947 | $28M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 351,205 | $27M | 0.8% | 2026-Q2 |
| Aberdeen Group plc trimmed | 349,353 | $27M | 0.8% | 2026-Q2 |
| FMR LLC added | 345,298 | $26M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 343,779 | $26M | 0.8% | 2026-Q2 |
| COOKE & BIELER LP trimmed | 330,340 | $25M | 0.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 307,789 | $24M | 0.7% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 279,625 | $21M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 267,211 | $17M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 256,901 | $20M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 233,296 | $18M | 0.5% | 2026-Q2 |
| Fisher Asset Management, LLC added | 227,957 | $17M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 189,946 | $15M | 0.4% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 183,668 | $14M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 178,776 | $14M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 168,798 | $13M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 166,593 | $13M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 158,444 | $12M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 147,373 | $12M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 143,422 | $11M | 0.3% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 139,342 | $11M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 131,995 | $10M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 119,213 | $9M | 0.3% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 118,806 | $9M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 118,291 | $9M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 117,812 | $9M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 109,365 | $8M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 107,970 | $8M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 105,538 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 104,740 | $8M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 103,247 | $8M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 94,670 | $7M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 93,097 | $7M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 91,483 | $7M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 87,297 | $7M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 85,061 | $7M | 0.2% | 2026-Q2 |
| Edgestream Partners, L.P. added | 84,416 | $6M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 79,413 | $6M | 0.2% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 78,398 | $6M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 76,023 | $6M | 0.2% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 74,597 | $6M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 72,300 | $6M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 65,328 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 61,293 | $5M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 60,598 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 59,027 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 58,891 | $5M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 57,524 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 55,456 | $4M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 54,392 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 50,291 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 49,162 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 46,274 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 45,351 | $3M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 42,059 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 39,938 | $3M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 32,841 | $3M | 0.1% | 2026-Q2 |
| Integrated Quantitative Investments LLC added | 31,933 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 30,896 | $2M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 30,766 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 29,598 | $2M | 0.1% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 28,442 | $2M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 27,802 | $2M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 27,163 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 27,078 | $2M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 26,032 | $2M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 25,691 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 25,276 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 24,525 | $2M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 24,356 | $2M | 0.1% | 2026-Q2 |
| Oliver Luxxe Assets LLC trimmed | 22,921 | $2M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 22,600 | $2M | 0.1% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 21,596 | $2M | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 21,234 | $2M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.