WSFS WSFS Financial Corporation
WSFS Financial Corporation (WSFS) Institutional Ownership
What the institutions did with WSFS last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 7.5M | 15.9% |
| DIMENSIONAL FUND ADVISORS LP | 3.6M | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | 7.0% |
| STATE STREET CORP | 3.0M | 6.4% |
| FRANKLIN RESOURCES INC | 2.3M | 4.9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | 4.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 3.3% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.2M | 2.5% |
| Invesco Ltd. | 1.1M | 2.2% |
| PZENA INVESTMENT MANAGEMENT LLC | 888.5K | 1.9% |
| T. Rowe Price Investment Management, Inc. | 861.4K | 1.8% |
| JPMORGAN CHASE & CO | 828.4K | 1.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 735.2K | 1.6% |
| BROWN ADVISORY INC | 731.6K | 1.5% |
| AMERICAN CENTURY COMPANIES INC | 715.4K | 1.5% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 705.1K | 1.5% |
| BANK OF AMERICA CORP /DE/ | 646.1K | 1.4% |
| NORGES BANK | 638.9K | 1.3% |
| GOLDMAN SACHS GROUP INC | 612.4K | 1.3% |
| NORTHERN TRUST CORP | 607.6K | 1.3% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 535.2K | 1.1% |
| PRINCIPAL FINANCIAL GROUP INC | 534.5K | 1.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 521.6K | 1.1% |
| TWO SIGMA INVESTMENTS, LP | 504.5K | 1.1% |
| MORGAN STANLEY | 433.6K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| COOKE & BIELER LP | Reduced | 789.3K | 330.3K | -459.0K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 1.5M | 1.2M | -377.4K |
| Qube Research & Technologies Ltd | Increased | 12.2K | 351.2K | +339.0K |
| PALISADE CAPITAL MANAGEMENT, LP | Reduced | 587.3K | 279.6K | -307.6K |
| FMR LLC | Increased | 68.0K | 345.3K | +277.3K |
| JPMORGAN CHASE & CO | Reduced | 1.1M | 828.4K | -268.4K |
| FRANKLIN RESOURCES INC | Reduced | 2.6M | 2.3M | -265.0K |
| TWO SIGMA INVESTMENTS, LP | Increased | 253.2K | 504.5K | +251.3K |
| Freestone Grove Partners LP | Sold Out | 251.1K | 0 | -251.1K |
| ALLIANCEBERNSTEIN L.P. | Reduced | 495.7K | 267.2K | -228.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.4M | 1.6M | +210.1K |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Increased | 524.2K | 705.1K | +180.9K |
| JANE STREET GROUP, LLC | Sold Out | 169.1K | 0 | -169.1K |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 145.4K | 307.8K | +162.4K |
| UBS Group AG | Reduced | 248.9K | 103.2K | -145.6K |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | 675.5K | 535.2K | -140.3K |
| BlackRock, Inc. | Reduced | 7.7M | 7.5M | -134.6K |
| STATE STREET CORP | Increased | 2.9M | 3.0M | +130.0K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 2.4M | 2.3M | -112.1K |
| GOLDMAN SACHS GROUP INC | Increased | 504.4K | 612.4K | +108.0K |
| Invesco Ltd. | Increased | 944.9K | 1.1M | +107.5K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 427.5K | 534.5K | +107.0K |
| ALGERT GLOBAL LLC | Increased | 86.8K | 183.7K | +96.8K |
| Point72 Asset Management, L.P. | New | 0 | 93.1K | +93.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 737.6K | 646.1K | -91.5K |
| Nuveen, LLC | Increased | 273.8K | 364.9K | +91.1K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 17.8K | 105.2K | +87.4K |
| Edgestream Partners, L.P. | New | 0 | 84.4K | +84.4K |
| CITADEL ADVISORS LLC | Increased | 109.3K | 189.9K | +80.6K |
| TUDOR INVESTMENT CORP ET AL | Increased | 31.2K | 105.5K | +74.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 17.5K | 91.5K | +74.0K |
| Bridgewater Associates, LP | Increased | 89.3K | 158.4K | +69.1K |
| WINTON GROUP Ltd | New | 0 | 65.3K | +65.3K |
| SEI INVESTMENTS CO | Reduced | 174.4K | 117.8K | -56.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 3.3M | 3.3M | +54.3K |
| T. Rowe Price Investment Management, Inc. | Reduced | 908.6K | 861.4K | -47.1K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 123.9K | 79.4K | -44.5K |
| Aberdeen Group plc | Reduced | 391.1K | 349.4K | -41.7K |
| SG Americas Securities, LLC | Reduced | 47.7K | 6.4K | -41.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 17.8K | 58.9K | +41.1K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 12.1K | 50.3K | +38.2K |
| Assenagon Asset Management S.A. | New | 0 | 36.1K | +36.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 699.2K | 735.2K | +36.0K |
| Trexquant Investment LP | Sold Out | 35.8K | 0 | -35.8K |
| D. E. Shaw & Co., Inc. | Reduced | 51.5K | 16.9K | -34.6K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 26.4K | 60.6K | +34.2K |
| NATIXIS ADVISORS, LLC | Increased | 115.1K | 146.6K | +31.4K |
| MILLENNIUM MANAGEMENT LLC | Increased | 41.1K | 72.3K | +31.2K |
| LORD, ABBETT & CO. LLC | Reduced | 139.6K | 108.7K | -30.9K |
| XTX Topco Ltd | Reduced | 46.5K | 16.1K | -30.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 43.7K | 14.4K | -29.3K |
| Russell Investments Group, Ltd. | Increased | 17.3K | 46.3K | +28.9K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 416.7K | 388.3K | -28.4K |
| Engineers Gate Manager LP | New | 0 | 27.8K | +27.8K |
| NORTHERN TRUST CORP | Increased | 581.2K | 607.6K | +26.4K |
| HRT FINANCIAL LP | Sold Out | 26.4K | 0 | -26.4K |
| AMERICAN CENTURY COMPANIES INC | Increased | 691.4K | 715.4K | +24.0K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 23.1K | 0 | -23.1K |
| WELLS FARGO & COMPANY/MN | Increased | 143.6K | 166.6K | +23.0K |
| Clearbridge Investments, LLC | Reduced | 191.6K | 168.8K | -22.8K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.