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Institutional Ownership · SEC Form 13F

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.

325
Institutional holders
46M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed5,594,821$366M10.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed3,560,556$233M6.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,257,822$213M6.1%2026-Q1
STATE STREET CORP added2,902,744$190M5.4%2026-Q1
FRANKLIN RESOURCES INC added2,575,172$169M4.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,367,989$155M4.4%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed1,542,692$101M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed1,360,553$89M2.6%2026-Q1
JPMORGAN CHASE & CO trimmed1,096,799$71M2.0%2026-Q1
T. Rowe Price Investment Management, Inc. added908,558$59M1.7%2026-Q1
Invesco Ltd. trimmed886,783$58M1.7%2026-Q1
PZENA INVESTMENT MANAGEMENT LLC added878,588$58M1.6%2026-Q1
COOKE & BIELER LP trimmed789,302$52M1.5%2026-Q1
BROWN ADVISORY INC trimmed744,889$49M1.4%2026-Q1
BANK OF AMERICA CORP /DE/ added737,587$48M1.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added699,183$46M1.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added691,361$45M1.3%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC trimmed675,496$44M1.3%2026-Q1
PALISADE CAPITAL MANAGEMENT, LP trimmed587,253$38M1.1%2026-Q1
NORTHERN TRUST CORP added581,213$38M1.1%2026-Q1
NORGES BANK trimmed670,177$35M1.0%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed530,175$35M1.0%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new524,180$34M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added504,365$33M0.9%2026-Q1
MORGAN STANLEY trimmed430,394$28M0.8%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added427,481$28M0.8%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed495,707$27M0.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added416,739$27M0.8%2026-Q1
Aberdeen Group plc added391,077$26M0.7%2026-Q1
Bank of New York Mellon Corp trimmed387,125$25M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new349,163$23M0.7%2026-Q1
Nuveen, LLC added273,840$18M0.5%2026-Q1
AQR CAPITAL MANAGEMENT LLC added254,302$17M0.5%2026-Q1
TWO SIGMA INVESTMENTS, LP added253,204$17M0.5%2026-Q1
Freestone Grove Partners LP new251,148$16M0.5%2026-Q1
UBS Group AG added248,889$16M0.5%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed231,396$15M0.4%2026-Q1
Fisher Asset Management, LLC trimmed227,911$15M0.4%2026-Q1
Clearbridge Investments, LLC added191,625$13M0.4%2026-Q1
Public Sector Pension Investment Board added191,040$13M0.4%2026-Q1
SEI INVESTMENTS CO added174,419$11M0.3%2026-Q1
JANE STREET GROUP, LLC added169,122$11M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed148,954$10M0.3%2026-Q1
EARNEST PARTNERS LLC trimmed144,762$9M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed143,552$9M0.3%2026-Q1
LORD, ABBETT & CO. LLC trimmed139,554$9M0.3%2026-Q1
Allspring Global Investments Holdings, LLC trimmed133,933$9M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added128,825$8M0.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed127,658$8M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed123,941$8M0.2%2026-Q1
Legal & General Group Plc trimmed122,416$8M0.2%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added119,786$8M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added118,637$8M0.2%2026-Q1
NATIXIS ADVISORS, LLC added115,147$8M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed111,854$7M0.2%2026-Q1
CITADEL ADVISORS LLC added109,326$7M0.2%2026-Q1
Swiss National Bank trimmed108,140$7M0.2%2026-Q1
FIRST TRUST ADVISORS LP added107,196$7M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed101,307$7M0.2%2026-Q1
GREAT LAKES ADVISORS, LLC added92,004$6M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added90,835$6M0.2%2026-Q1
Bridgewater Associates, LP new89,339$6M0.2%2026-Q1
ALGERT GLOBAL LLC added86,837$6M0.2%2026-Q1
Wilmington Savings Fund Society, FSB trimmed78,407$5M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed76,606$5M0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added71,417$5M0.1%2026-Q1
BESSEMER GROUP INC added70,823$5M0.1%2026-Q1
FMR LLC added68,020$4M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added66,481$4M0.1%2026-Q1
ROYAL BANK OF CANADA trimmed64,041$4M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed63,500$4M0.1%2026-Q1
D. E. Shaw & Co., Inc. trimmed51,497$3M0.1%2026-Q1
SG Americas Securities, LLC added47,704$3M0.1%2026-Q1
CITIGROUP INC trimmed47,352$3M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new47,068$3M0.1%2026-Q1
XTX Topco Ltd added46,526$3M0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed45,254$3M0.1%2026-Q1
CANADA LIFE ASSURANCE Co trimmed44,580$3M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed43,727$3M0.1%2026-Q1
Rafferty Asset Management, LLC trimmed42,977$3M0.1%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed42,059$3M0.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed41,146$3M0.1%2026-Q1
HANTZ FINANCIAL SERVICES, INC. trimmed40,230$3M0.1%2026-Q1
State of Tennessee, Department of Treasury added38,625$3M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed36,496$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed5,515,576$305M8.7%2025-Q4 stale
MACQUARIE GROUP LTD added3,789,431$206M5.9%2025-Q3 stale
Champlain Investment Partners, LLC trimmed1,194,893$64M1.8%2025-Q3 stale
Boston Partners trimmed340,772$19M0.5%2025-Q4 stale
Point72 Asset Management, L.P. added222,041$12M0.4%2025-Q4 stale
AXA Investment Managers S.A. new89,899$5M0.1%2025-Q3 stale
AXA S.A. new85,734$5M0.1%2025-Q2 stale
Brandywine Global Investment Management, LLC trimmed81,019$4M0.1%2025-Q4 stale
WINTON GROUP Ltd added80,460$4M0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC added76,233$4M0.1%2025-Q3 stale
AlphaQuest LLC trimmed59,253$3M0.1%2025-Q4 stale
Edgestream Partners, L.P. trimmed58,487$3M0.1%2025-Q4 stale
ExodusPoint Capital Management, LP added57,013$3M0.1%2025-Q4 stale
TWO SIGMA ADVISERS, LP added50,755$3M0.1%2025-Q4 stale
DENALI ADVISORS LLC trimmed43,900$2M0.1%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.

HoldersTotal shares

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.

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