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WSFS

Wsfs Financial Corp
$77.61 +0.46 (+0.60%) At close · Jul 10
Market Cap
$4.04B
Shares
52,044,046

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 329
Total Value: $2,869,951,736
Total Shares: 43,834,789
Showing 1–100 of 330 holdings by value · page 1 of 4

Institutional Ownership Trend

26 quarters

Superinvestors Holding WSFS

All superinvestors →
Ray Dalio $5,848,130

Holder Concentration

Across 328 13F filers
Top Holder
17.5%
Jun 2023 → Mar 2026 · range 15.3% – 17.5%
of institutional value
Top 5
43.5%
Jun 2023 → Mar 2026 · range 43.5% – 48.1%
of institutional value
Top 10
56.8%
Jun 2023 → Mar 2026 · range 56.8% – 62.7%
of institutional value
HHI
555
Jun 2023 → Mar 2026 · range 555 – 647
Broadly held
Showing 100 of 330
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $500,804,143 17.45% 7,650,537
Mega DIMENSIONAL FUND ADVISORS LP $233,073,993 8.12% 3,560,556
Mega STATE STREET CORP $190,013,622 6.62% 2,902,744
Mega FRANKLIN RESOURCES INC $168,570,755 5.87% 2,575,172
Mega VANGUARD CAPITAL MANAGEMENT LLC $155,008,559 5.40% 2,367,989
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $100,984,618 3.52% 1,542,692
Mega GEODE CAPITAL MANAGEMENT, LLC $89,061,799 3.10% 1,360,553
Mega JPMORGAN CHASE & CO $71,796,458 2.50% 1,096,799
Mega Invesco Ltd. $61,851,056 2.16% 944,868
Mega T. Rowe Price Investment Management, Inc. $59,474,206 2.07% 908,558
Large PZENA INVESTMENT MANAGEMENT LLC $57,512,370 2.00% 878,588
Mid COOKE & BIELER LP $51,667,708 1.80% 789,302
Large BROWN ADVISORY INC $48,760,433 1.70% 744,889
Mega BANK OF AMERICA CORP /DE/ Bank $48,282,442 1.68% 737,587
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $45,768,519 1.59% 699,183
Mega AMERICAN CENTURY COMPANIES INC $45,256,491 1.58% 691,361
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $44,217,968 1.54% 675,496
Mid PALISADE CAPITAL MANAGEMENT, LP $38,441,581 1.34% 587,253
Mega NORTHERN TRUST CORP Bank $38,046,200 1.33% 581,213
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $34,705,255 1.21% 530,175
Mid VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $34,312,822 1.20% 524,180
Mega GOLDMAN SACHS GROUP INC $33,015,732 1.15% 504,365
Mega ALLIANCEBERNSTEIN L.P. $32,448,980 1.13% 495,707
Mega MORGAN STANLEY $28,173,585 0.98% 430,394
Mega PRINCIPAL FINANCIAL GROUP INC $27,982,905 0.98% 427,481
Mega RAYMOND JAMES FINANCIAL INC $27,279,733 0.95% 416,739
Large Aberdeen Group plc $25,599,899 0.89% 391,077
Mega Bank of New York Mellon Corp Bank $25,341,197 0.88% 387,125
Mega VANGUARD FIDUCIARY TRUST CO Bank $22,856,209 0.80% 349,163
Mega Nuveen, LLC $17,925,565 0.62% 273,840
Mega AQR CAPITAL MANAGEMENT LLC $16,815,035 0.59% 256,875
Mega TWO SIGMA INVESTMENTS, LP $16,574,733 0.58% 253,204
Large Freestone Grove Partners LP $16,440,148 0.57% 251,148
Mega UBS Group AG $16,292,273 0.57% 248,889
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $15,147,182 0.53% 231,396
Mega Fisher Asset Management, LLC $14,919,054 0.52% 227,911
Mega Clearbridge Investments, LLC $12,543,772 0.44% 191,625
Large Public Sector Pension Investment Board Pension $12,505,478 0.44% 191,040
Large SEI INVESTMENTS CO $11,417,467 0.40% 174,419
Mega JANE STREET GROUP, LLC $11,070,725 0.39% 169,122
Mega RHUMBLINE ADVISERS $9,750,528 0.34% 148,954
Mega WELLINGTON MANAGEMENT GROUP LLP $9,516,770 0.33% 145,383
Large EARNEST PARTNERS LLC $9,476,120 0.33% 144,762
Mega WELLS FARGO & COMPANY/MN $9,396,911 0.33% 143,552
Large LORD, ABBETT & CO. LLC $9,135,204 0.32% 139,554
Large Allspring Global Investments Holdings, LLC $8,767,253 0.31% 133,933
Mega VICTORY CAPITAL MANAGEMENT INC $8,432,884 0.29% 128,825
Mega PRICE T ROWE ASSOCIATES INC /MD/ $8,113,177 0.28% 123,941
Mega Legal & General Group Plc $8,013,350 0.28% 122,416
Mid CRAWFORD INVESTMENT COUNSEL INC $7,841,191 0.27% 119,786
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7,765,972 0.27% 118,637
Large NATIXIS ADVISORS, LLC $7,537,522 0.26% 115,147
Mega ENVESTNET ASSET MANAGEMENT INC $7,321,962 0.26% 111,854
Mega CITADEL ADVISORS LLC $7,156,479 0.25% 109,326
Mega Swiss National Bank Bank $7,078,844 0.25% 108,140
Mega FIRST TRUST ADVISORS LP $7,017,050 0.24% 107,196
Mega AMERIPRISE FINANCIAL INC $6,631,555 0.23% 101,307
Large GREAT LAKES ADVISORS, LLC $6,022,581 0.21% 92,004
Large PRUDENTIAL FINANCIAL INC $5,946,059 0.21% 90,835
Large Bridgewater Associates, LP $5,848,130 0.20% 89,339
Mid ALGERT GLOBAL LLC $5,684,350 0.20% 86,837
Mid Wilmington Savings Fund Society, FSB $5,132,521 0.18% 78,407
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $5,014,627 0.17% 76,606
Mid INTECH INVESTMENT MANAGEMENT LLC $4,674,956 0.16% 71,417
Large BESSEMER GROUP INC $4,636,072 0.16% 70,823
Mega FMR LLC $4,452,589 0.16% 68,020
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $4,351,846 0.15% 66,481
Mega ROYAL BANK OF CANADA Bank $4,192,122 0.15% 64,041
Large Universal- Beteiligungs- und Servicegesellschaft mbH $4,156,710 0.14% 63,500
Mega D. E. Shaw & Co., Inc. $3,370,993 0.12% 51,497
Large SG Americas Securities, LLC Broker-Dealer $3,122,703 0.11% 47,704
Mega CITIGROUP INC $3,099,660 0.11% 47,352
Mega VANGUARD ASSET MANAGEMENT, Ltd $3,081,071 0.11% 47,068
Mid XTX Topco Ltd $3,045,591 0.11% 46,526
Mega DEUTSCHE BANK AG\ Bank $2,962,326 0.10% 45,254
Large CANADA LIFE ASSURANCE Co Insurance $2,918,206 0.10% 44,580
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,862,369 0.10% 43,727
Large Rafferty Asset Management, LLC $2,813,274 0.10% 42,977
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,753,182 0.10% 42,059
Mega MILLENNIUM MANAGEMENT LLC $2,693,417 0.09% 41,146
Mid HANTZ FINANCIAL SERVICES, INC. $2,633,455 0.09% 40,230
Large State of Tennessee, Department of Treasury $2,528,392 0.09% 38,625
Large Thrivent Financial for Lutherans $2,389,028 0.08% 36,496
Large Trexquant Investment LP $2,345,955 0.08% 35,838
Large State of New Jersey Common Pension Fund D Pension $2,207,769 0.08% 33,727
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $2,198,605 0.08% 33,587
Large Pathstone Holdings, LLC $2,155,335 0.08% 32,926
Mega BARCLAYS PLC $2,117,303 0.07% 32,345
Large TUDOR INVESTMENT CORP ET AL $2,043,595 0.07% 31,219
Mega Vanguard Global Advisers, LLC $2,001,177 0.07% 30,571
Large MetLife Investment Management, LLC $1,904,427 0.07% 29,093
Mid State of Alaska, Department of Revenue $1,886,949 0.07% 28,826
Large FIFTH THIRD BANCORP Bank $1,880,731 0.07% 28,731
Mid Aristotle Capital Boston, LLC $1,853,958 0.06% 28,322
Mid Illinois Municipal Retirement Fund Pension $1,847,608 0.06% 28,225
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $1,792,883 0.06% 27,389
Large STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM Pension $1,774,031 0.06% 27,101
Small Oliver Luxxe Assets LLC $1,758,728 0.06% 22,921
Large HRT FINANCIAL LP $1,728,471 0.06% 26,405
Large LAZARD ASSET MANAGEMENT LLC $1,725,394 0.06% 26,358
Key facts CIK 828944 CUSIP 929328102 13F (30d) 10 filings 9 filers Visit website Investor relations

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