Who owns WSFS Financial Corporation (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-Q1 13F filings. 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
103 tracked funds added or opened WSFS while 48 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 gap the other way — the median holder sizes WSFS more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 325 tracked filers holding WSFS, 160 increased or opened the position and 154 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 20
- VANGUARD PORTFOLIO MANAGEMENT LLC$213M
- VANGUARD CAPITAL MANAGEMENT LLC$155M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$34M
- VANGUARD FIDUCIARY TRUST CO$23M
- Freestone Grove Partners LP$16M
- Bridgewater Associates, LP$6M
Full exits 19
- VANGUARD GROUP INC$305M
- Boston Partners$19M
- Point72 Asset Management, L.P.$12M
- Brandywine Global Investment Management, LLC$4M
- AlphaQuest LLC$3M
- Edgestream Partners, L.P.$3M
Largest adds
- T. Rowe Price Investment Management, Inc.$39M
- DIMENSIONAL FUND ADVISORS LP$35M
- FRANKLIN RESOURCES INC$32M
- STATE STREET CORP$30M
- GEODE CAPITAL MANAGEMENT, LLC$14M
- PRINCIPAL FINANCIAL GROUP INC$14M
Largest trims
- BlackRock, Inc.$69M
- MILLENNIUM MANAGEMENT LLC$10M
- Qube Research & Technologies Ltd$9M
- COOKE & BIELER LP$7M
- TUDOR INVESTMENT CORP ET AL$6M
- ALLIANCEBERNSTEIN L.P.$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,594,821 | $366M | 10.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,560,556 | $233M | 6.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,257,822 | $213M | 6.1% | 2026-Q1 |
| STATE STREET CORP added | 2,902,744 | $190M | 5.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,575,172 | $169M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,367,989 | $155M | 4.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,542,692 | $101M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,360,553 | $89M | 2.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,096,799 | $71M | 2.0% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 908,558 | $59M | 1.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 886,783 | $58M | 1.7% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC added | 878,588 | $58M | 1.6% | 2026-Q1 |
| COOKE & BIELER LP trimmed | 789,302 | $52M | 1.5% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 744,889 | $49M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 737,587 | $48M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 699,183 | $46M | 1.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 691,361 | $45M | 1.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC trimmed | 675,496 | $44M | 1.3% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 587,253 | $38M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 581,213 | $38M | 1.1% | 2026-Q1 |
| NORGES BANK trimmed | 670,177 | $35M | 1.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 530,175 | $35M | 1.0% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 524,180 | $34M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 504,365 | $33M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 430,394 | $28M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 427,481 | $28M | 0.8% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 495,707 | $27M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 416,739 | $27M | 0.8% | 2026-Q1 |
| Aberdeen Group plc added | 391,077 | $26M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 387,125 | $25M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 349,163 | $23M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 273,840 | $18M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 254,302 | $17M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 253,204 | $17M | 0.5% | 2026-Q1 |
| Freestone Grove Partners LP new | 251,148 | $16M | 0.5% | 2026-Q1 |
| UBS Group AG added | 248,889 | $16M | 0.5% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 231,396 | $15M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 227,911 | $15M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC added | 191,625 | $13M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 191,040 | $13M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 174,419 | $11M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 169,122 | $11M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 148,954 | $10M | 0.3% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 144,762 | $9M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 143,552 | $9M | 0.3% | 2026-Q1 |
| LORD, ABBETT & CO. LLC trimmed | 139,554 | $9M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 133,933 | $9M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 128,825 | $8M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 127,658 | $8M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 123,941 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 122,416 | $8M | 0.2% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 119,786 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 118,637 | $8M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 115,147 | $8M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 111,854 | $7M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 109,326 | $7M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 108,140 | $7M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 107,196 | $7M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 101,307 | $7M | 0.2% | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC added | 92,004 | $6M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 90,835 | $6M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP new | 89,339 | $6M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 86,837 | $6M | 0.2% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 78,407 | $5M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 76,606 | $5M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 71,417 | $5M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 70,823 | $5M | 0.1% | 2026-Q1 |
| FMR LLC added | 68,020 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 66,481 | $4M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 64,041 | $4M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 63,500 | $4M | 0.1% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 51,497 | $3M | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 47,704 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 47,352 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 47,068 | $3M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 46,526 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 45,254 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 44,580 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 43,727 | $3M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 42,977 | $3M | 0.1% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 42,059 | $3M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 41,146 | $3M | 0.1% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 40,230 | $3M | 0.1% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 38,625 | $3M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 36,496 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,515,576 | $305M | 8.7% | 2025-Q4 stale |
| MACQUARIE GROUP LTD added | 3,789,431 | $206M | 5.9% | 2025-Q3 stale |
| Champlain Investment Partners, LLC trimmed | 1,194,893 | $64M | 1.8% | 2025-Q3 stale |
| Boston Partners trimmed | 340,772 | $19M | 0.5% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 222,041 | $12M | 0.4% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 89,899 | $5M | 0.1% | 2025-Q3 stale |
| AXA S.A. new | 85,734 | $5M | 0.1% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 81,019 | $4M | 0.1% | 2025-Q4 stale |
| WINTON GROUP Ltd added | 80,460 | $4M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 76,233 | $4M | 0.1% | 2025-Q3 stale |
| AlphaQuest LLC trimmed | 59,253 | $3M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. trimmed | 58,487 | $3M | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 57,013 | $3M | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 50,755 | $3M | 0.1% | 2025-Q4 stale |
| DENALI ADVISORS LLC trimmed | 43,900 | $2M | 0.1% | 2025-Q4 stale |
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.