Skip to main content
Equibles
WSFS logo

WSFS · Wsfs Financial Corp

Track WSFS — free

Use WSFS with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about WSFS

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$81.76 +0.10 (+0.12%)
Market Cap
$4.17B
Shares
51.09M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WSFS

353 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 3,209,608 $210,100,940 0.23%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,679,858 $109,963,505 0.01%
Franklin Small Cap Value Fund 1,395,184 $100,411,392 2.46%
iShares Russell 2000 ETF 1,311,866 $85,874,748 0.12%
VANGUARD SMALL-CAP INDEX FUND 1,231,129 $80,589,704 0.05%
Nomura Small Cap Core Fund 947,395 $67,691,373 1.23%
VANGUARD SMALL-CAP VALUE INDEX FUND 784,224 $51,335,303 0.08%
U.S. SMALL CAP VALUE PORTFOLIO 711,916 $51,236,595 0.27%
Avantis U.S. Small Cap Value ETF 580,632 $41,486,156 0.15%
VANGUARD EXTENDED MARKET INDEX FUND 594,989 $38,947,980 0.05%
Fidelity Small Cap Index Fund 527,456 $37,961,008 0.12%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 507,599 $33,227,431 0.90%
U.S. Targeted Value Portfolio 461,271 $33,197,674 0.21%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 483,371 $31,641,466 0.23%
iShares Russell 2000 Value ETF 462,274 $30,260,456 0.24%
T. Rowe Price Small-Cap Value Fund, Inc. 460,741 $30,160,106 0.33%
Dimensional U.S. Targeted Value ETF 414,410 $29,825,088 0.22%
Franklin Small Cap Value VIP Fund 439,933 $28,798,014 2.50%
JPMorgan Small Cap Equity Fund 414,181 $27,112,288 0.95%
VANGUARD TAX-MANAGED SMALL-CAP FUND 372,600 $24,390,396 0.25%
U.S. SMALL CAP PORTFOLIO 329,604 $23,721,600 0.13%
Brown Advisory Small-Cap Fundamental Value Fund 333,777 $21,849,042 2.03%
Regional Bank Fund 287,522 $20,692,958 2.37%
Dimensional US Small Cap Value ETF 279,842 $20,140,229 0.27%
Fidelity Extended Market Index Fund 275,988 $19,719,343 0.05%
VANGUARD RUSSELL 2000 INDEX FUND 274,454 $19,609,738 0.11%
Invesco Main Street Small Cap Fund 285,944 $18,717,894 0.85%
U.S. MICRO CAP PORTFOLIO 256,737 $18,477,362 0.25%
Schwab U.S. Small-Cap ETF 256,752 $18,344,930 0.08%
Bridge Builder Small/Mid Cap Growth Fund 240,491 $15,742,541 0.17%
iShares S&P Small-Cap 600 Growth ETF 239,054 $15,648,475 0.24%
iShares S&P Small-Cap 600 Value ETF 228,292 $14,943,994 0.20%
Dimensional U.S. Small Cap ETF 202,245 $14,555,573 0.10%
State Street(R) SPDR(R) S&P(R) Bank ETF 203,798 $13,340,617 1.04%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 184,986 $13,217,250 0.22%
ClearBridge Small Cap Fund 182,580 $13,140,283 1.80%
John Hancock Financial Opportunities Fund 181,019 $11,849,504 1.68%
Vaughan Nelson Small Cap Fund 175,870 $11,512,450 0.84%
abrdn U.S. Small Cap Equity Fund 145,347 $10,460,624 2.79%
Schwab Fundamental U.S. Small Company ETF 141,880 $10,137,326 0.11%
JNL Multi-Manager Small Cap Value Fund 152,107 $9,956,924 0.59%
Invesco V.I. Main Street Small Cap Fund 151,699 $9,930,217 0.85%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF 149,301 $9,773,243 0.25%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 130,565 $8,546,785 0.21%
Dimensional U.S. Core Equity 2 ETF 117,770 $8,475,907 0.02%
Schwab Small-Cap Index Fund 117,045 $8,423,729 0.12%
JPMorgan Small Cap Blend Fund 127,933 $8,374,494 0.58%
SmallCap Value Fund II 115,272 $8,296,126 0.67%
Nuveen Quant Small Cap Equity Fund 109,150 $7,855,526 0.20%
Small-Cap Value Series 108,676 $7,764,900 1.99%
Showing 1–50 of 353 positions
Key facts CIK 828944 CUSIP 929328102 13F (30d) 338 filings 322 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)