Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,039,714
-$2,377,753 QoQ
Shares Held
117,812
-32.5% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#54
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, 2026SEI INVESTMENTS CO holds $2,364,746,661 across 204 Banks - Regional names. WSFS ranks #48 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
6,155,919 | $159,007,387 | |
| 2 | WBS |
Webster Financial Corp
|
1,560,544 | $119,256,771 | |
| 3 | BAP |
Credicorp Ltd
|
301,851 | $117,595,112 | |
| 4 | WTFC |
Wintrust Financial Corp
|
721,897 | $116,023,285 | |
| 5 | FITB |
Fifth Third Bancorp
|
2,010,565 | $113,335,548 | |
| 6 | USB |
US Bancorp De
|
1,729,005 | $104,431,901 | |
| 7 | EWBC |
East West Bancorp Inc
|
803,525 | $103,727,041 | |
| 8 | NU |
Nu Holdings Ltd.
|
7,150,182 | $95,526,430 |
All Filings in WSFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,039,714 | 117,812 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,417,467 | 174,419 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,684,205 | 121,003 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,453,970 | 82,588 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,581,390 | 83,298 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,456,098 | 66,630 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,994,353 | 56,359 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,813,968 | 35,575 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,272,121 | 48,343 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,627,070 | 36,045 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,833,203 | 39,913 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,486,353 | 40,722 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,579,637 | 41,878 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,586,953 | 42,195 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,623,851 | 35,815 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,716,929 | 36,955 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,311,623 | 32,717 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,432,771 | 30,733 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,418,745 | 28,307 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,588,300 | 30,955 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,437,161 | 30,847 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,324,111 | 86,847 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $11,213,312 | 249,851 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $3,121,966 | 115,757 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $2,914,226 | 101,541 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,124,803 | 85,265 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||