Position in WSFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,526,730
-$490,320 QoQ
Shares Held
85,061
-20.6% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#66
of 352 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. WSFS ranks #60 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
11,072,514 | $668,779,845 | |
| 2 | RF |
Regions Financial Corp
|
18,544,746 | $560,051,329 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,759,998 | $433,346,707 | |
| 4 | EWBC |
East West Bancorp Inc
|
3,124,825 | $403,383,659 | |
| 5 | FNB |
Fnb Corp/Pa/
|
16,284,370 | $310,705,779 | |
| 6 | WTFC |
Wintrust Financial Corp
|
1,749,346 | $281,154,889 | |
| 7 | ASB |
Associated Banc-Corp
|
7,538,653 | $231,964,352 | |
| 8 | FULT |
Fulton Financial Corp
|
8,530,330 | $206,348,682 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,526,730 | 85,061 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,017,050 | 107,196 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,021,868 | 90,910 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,745,570 | 87,995 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,566,770 | 101,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,535,307 | 106,715 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,069,199 | 114,233 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,906,053 | 96,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,082,157 | 108,131 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,089,173 | 112,742 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,198,035 | 113,173 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,454,798 | 94,652 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,071,491 | 134,451 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,032,419 | 80,628 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,773,765 | 61,177 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,392,746 | 94,549 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,112,392 | 102,579 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,341,253 | 114,570 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,667,926 | 93,135 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $4,813,750 | 93,817 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,105,510 | 88,120 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $3,503,871 | 70,373 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,006,963 | 133,845 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,570,666 | 132,394 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,367,181 | 47,637 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,120,453 | 44,962 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||