Clearbridge Investments, LLC

Position in WSFS — Wsfs Financial Corp

CIK 1348883 NEW YORK, NY

Position in WSFS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,951,870

+$408,098 QoQ

Shares Held

168,798

-11.9% QoQ

Ownership

0.330%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#43

of 352 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Clearbridge Investments, LLC holds $1,418,391,971 across 20 Banks - Regional names. WSFS ranks #12 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	1,940,468	$477,782,030
2	FITB	Fifth Third Bancorp	3,020,589	$170,270,601
3	WTFC	Wintrust Financial Corp	1,007,925	$161,993,706
4	FHN	First Horizon Corp	4,659,511	$119,469,862
5	HDB	Hdfc Bank Ltd	4,444,517	$114,801,873
6	UMBF	Umb Financial Corp	699,624	$99,878,322
7	IBN	Icici Bank Ltd	3,320,236	$96,386,451
8	NU	Nu Holdings Ltd.	4,855,606	$64,870,895

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,951,870	168,798	-11.9%	Shares	Sole	2026-08-13
2026-03-31	$12,543,772	191,625	+29.7%	Shares	Sole	2026-05-13
2025-12-31	$8,158,782	147,697	-6.9%	Shares	Sole	2026-02-11
2025-09-30	$8,552,974	158,594	+2.2%	Shares	Sole	2025-11-13
2025-06-30	$8,531,710	155,122	-16.8%	Shares	Sole	2025-08-12
2025-03-31	$9,665,611	186,343	-18.3%	Shares	Sole	2025-05-13
2024-12-31	$12,112,046	227,970	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$11,736,470	230,172	+51.7%	Shares	Sole	2024-11-12
2023-03-31	$5,706,979	151,741	-55.8%	Shares	Sole	2023-05-12
2022-12-31	$15,576,829	343,556	-0.6%	Shares	Sole	2023-02-10
2022-09-30	$16,056,576	345,600	-15.3%	Shares	Sole	2022-11-14
2022-06-30	$16,362,974	408,156	+6.1%	Shares	Sole	2022-08-11
2022-03-31	$17,935,040	384,707	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.