WSFS · Wsfs Financial Corp · Shareholders & Ownership
$79.02
+1.51 (+1.95%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$4.04B
Shares
51.09M
Volume · Oct 23
521.44K
Avg daily vol (3M)
348.24K
Every disclosed holder of WSFS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns WSFS
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 47,363,377 | 92.70% |
| Insiders (Forms 3, 4, 5) | 559,091 | 1.09% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 3,168,137 | 6.20% |
| Registered funds (N-PORT, not summed) | 28,636,793 | 56.05% |
Shares outstanding: 51,090,605, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of WSFS
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,515,901 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,130,770 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,262,192 | ||
| 1.3 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
462,957 | ||
| 1.4 |
iShares S&P Small-Cap 600 Growth ETF
Fund
S000004314 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
247,823 | ||
| 1.5 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
210,381 | ||
| 2 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,572,913 | ||
| 2.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
711,916 | ||
| 2.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
461,271 | ||
| 2.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
412,884 | ||
| 2.4 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
329,604 | ||
| 2.5 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
282,292 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,312,116 | ||
| 4 |
|
3,032,754 | ||
| 4.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
578,932 | ||
| 4.2 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
475,948 | ||
| 4.3 |
State Street(R) SPDR(R) S&P(R) Bank ETF
Fund
S000006977 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
186,439 | ||
| 4.4 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
Fund
S000006990 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
158,293 | ||
| 4.5 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
126,724 | ||
| 5 |
FRANKLIN RESOURCES INC
13F
CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,310,174 | ||
| 5.1 |
Franklin Small Cap Value Fund
Fund
S000007356 · Registered fund · Jul 31, 2026
Franklin Value Investors Trust, not summed
|
1,339,317 | ||
| 5.2 |
Franklin Small Cap Value VIP Fund
Fund
S000007315 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
|
388,562 | ||
| 5.3 |
Putnam Dynamic Asset Allocation Growth Fund
Fund
S000000780 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
2,520 | ||
| 5.4 |
Putnam Dynamic Asset Allocation Balanced Fund
Fund
S000000778 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
1,738 | ||
| 5.5 |
Putnam Dynamic Asset Allocation Conservative Fund
Fund
S000000779 · Registered fund · Jun 30, 2026
Putnam Asset Allocation Funds, not summed
|
269 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,255,877 | ||
| 7 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,571,965 | ||
| 8 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,570,611 | ||
| 9 |
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
13F
CIK 921739 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,165,245 | ||
| 9.1 |
Nomura Small Cap Core Fund
Fund
S000002400 · Registered fund · May 29, 2026
Delaware Group Equity Funds V, not summed
|
947,395 | ||
| 9.2 |
Optimum Small-Mid Cap Growth Fund
Fund
S000002424 · Registered fund · Jun 30, 2026
Optimum Fund Trust, not summed
|
147,897 | ||
| 9.3 |
Nomura Smid Cap Core Fund
Fund
S000024831 · Registered fund · Jun 30, 2026
IVY FUNDS, not summed
|
41,540 | ||
| 9.4 |
Nomura VIP Smid Cap Core Series
Fund
S000006234 · Registered fund · Jun 30, 2026
Ivy Variable Insurance Portfolios, not summed
|
22,873 | ||
| 9.5 |
Nomura VIP Opportunity Series
Fund
S000065938 · Registered fund · Jun 30, 2026
Delaware VIP Trust, not summed
|
9,107 | ||
| 10 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,134,992 | ||
| 11 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,052,326 | ||
| 11.1 |
Invesco Main Street Small Cap Fund
Fund
S000064650 · Registered fund · Jun 30, 2026
AIM Growth Series (Invesco Growth Series), not summed
|
321,553 | ||
| 11.2 |
Invesco V.I. Main Street Small Cap Fund
Fund
S000064664 · Registered fund · Jun 30, 2026
AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
|
178,157 | ||
| 11.3 |
Invesco S&P SmallCap Value with Momentum ETF
Fund
S000003025 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
56,969 | ||
| 11.4 |
Invesco BuyBack AchieversTM ETF
Fund
S000013111 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
49,255 | ||
| 11.5 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
48,829 | ||
| 12 |
PZENA INVESTMENT MANAGEMENT LLC
13F
CIK 1027796 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
888,496 | ||
| 12.1 |
Pzena Small Cap Value Fund
Fund
S000053713 · Registered fund · May 31, 2026
Advisors Series Trust, not summed
|
36,484 | ||
| 13 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
861,436 | ||
| 14 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
828,398 | ||
| 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
735,191 | ||
| 15.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
256,752 | ||
| 15.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
141,880 | ||
| 15.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
129,156 | ||
| 15.4 |
Schwab Small-Cap Equity Fund
Fund
S000005516 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
65,022 | ||
| 15.5 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
39,150 | ||
| 16 |
BROWN ADVISORY INC
13F
CIK 1345929 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
731,582 | ||
| 16.1 |
Brown Advisory Small-Cap Fundamental Value Fund
Fund
S000038484 · Registered fund · Jun 30, 2026
Brown Advisory Funds, not summed
|
327,983 | ||
| 16.2 |
Brown Advisory Sustainable Small-Cap Core Fund
Fund
S000072895 · Registered fund · Jun 30, 2026
Brown Advisory Funds, not summed
|
24,458 | ||
| 17 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
718,280 | ||
| 18 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
715,383 | ||
| 19 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
13F
CIK 1021642 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
705,083 | ||
| 20 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
646,080 | ||
| 21 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
638,922 | ||
| 22 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
612,403 | ||
| 22.1 |
Goldman Sachs Small Cap Value Insights Fund
Fund
S000014929 · Registered fund · Jul 31, 2026
Goldman Sachs Trust, not summed
|
72,198 | ||
| 22.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
10,950 | ||
| 22.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
3,429 | ||
| 23 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
607,642 | ||
| 23.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
26,830 | ||
| 23.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
10,395 | ||
| 23.3 |
Small Cap Value Fund
Fund
S000001246 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
10,357 | ||
| 23.4 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
3,004 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
595,438 | ||
| 25 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
580,632 | ||
| 26 |
FRONTIER CAPITAL MANAGEMENT CO LLC
13F
CIK 351173 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
535,179 | ||
| 27 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
534,461 | ||
| 27.1 |
Principal U.S. Small-Cap ETF
Fund
S000055159 · Registered fund · Jun 30, 2026
Principal Exchange-Traded Funds, not summed
|
91,179 | ||
| 27.2 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
86,241 | ||
| 27.3 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
38,345 | ||
| 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
521,623 | ||
| 28.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
274,620 | ||
| 28.2 |
John Hancock Multifactor Small Cap ETF
Fund
S000059464 · Registered fund · Jun 30, 2026
John Hancock Exchange-Traded Fund Trust, not summed
|
14,404 | ||
| 29 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
504,502 | ||
| 30 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
433,570 | ||
| 30.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
63 | ||
| 31 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
388,295 | ||
| 32 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
387,352 | ||
| 32.1 |
BNY Mellon US Small Cap Core Equity ETF
Fund
S000067262 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
2,008 | ||
| 33 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
372,600 | ||
| 34 |
|
364,947 | ||
| 34.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
181,760 | ||
| 34.2 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
68,438 | ||
| 34.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
47,875 | ||
| 34.4 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
41,151 | ||
| 34.5 |
Nuveen Life Small Cap Equity Fund
Fund
S000005093 · Registered fund · Jun 30, 2026
TIAA-CREF Life Funds, not summed
|
3,787 | ||
| 35 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
351,205 | ||
| 36 |
Aberdeen Group plc
13F
CIK 1716774 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
349,353 | ||
| 36.1 |
abrdn U.S. Small Cap Equity Fund
Fund
S000020297 · Registered fund · Jul 31, 2026
abrdn Funds, not summed
|
135,270 | ||
| 37 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
345,298 | ||
| 37.1 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
578,510 | ||
| 37.2 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
275,988 | ||
| 37.3 |
Fidelity Enhanced Small Cap Core ETF
Fund
S000081807 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
273,368 | ||
| 37.4 |
Fidelity SAI Small-Mid Cap Momentum Index Fund
Fund
S000050321 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
163,173 | ||
| 37.5 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
103,910 | ||
| 38 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
343,779 | ||
| 39 |
COOKE & BIELER LP
13F
CIK 24386 · Registered investment adviser · Sep 30, 2026
|
313,020 | ||
| 40 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
307,789 | ||
| 41 |
PALISADE CAPITAL MANAGEMENT, LP
13F
CIK 1009006 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
279,625 | ||
| 42 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
274,454 | ||
| 43 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
267,211 | ||
| 43.1 |
Small Cap Core Portfolio
Fund
S000051867 · Registered fund · Jun 30, 2026
Bernstein Fund Inc, not summed
|
60,910 | ||
| 43.2 |
AB Small Cap Value Portfolio
Fund
S000045542 · Registered fund · Jun 30, 2026
AB CAP FUND, INC., not summed
|
31,598 | ||
| 44 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
256,901 | ||
| 45 |
JPMorgan Small Cap Equity Fund
Fund
S000002794 · Registered fund · Jun 30, 2026
JPMorgan Trust I, not summed
|
251,432 | ||
| 46 |
Bridge Builder Small/Mid Cap Growth Fund
Fund
S000048336 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
241,384 | ||
| 47 |
NEW YORK STATE COMMON RETIREMENT FUND
13F
CIK 810265 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
233,296 | ||
| 48 |
Fisher Asset Management, LLC
13F
CIK 850529 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
227,957 | ||
| 49 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
189,946 | ||
| 50 |
|
188,005 |
65 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
828944
CUSIP
929328102
13F (30d)
57 filings
57 filers
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