WSFS — WSFS FINL CORP
Reported value held$2.04B
Funds holding (latest)43
SectorFinancials
Funds holding (Q2 2026)38
Institutional value$1.71B · 22.31M sh
New / Add / Cut / Exit3 / 20 / 12 / 4
Top-5 / Top-10 concentration60.0% / 75.6%
Institutional holdings change
Accumulating +12.2%
(+2.42M sh)
Institutional value change
Up +31.8%
As of Q2 2026, 38 SEC-registered investment managers reported holding WSFS (WSFS FINL CORP) in their latest 13F filings, with a combined reported value of $1.71B across 22.31M shares. That is +12.2% by share count (+2.42M shares) versus the previous quarter, while reported value moved +31.8%. Ownership is concentrated: the five largest holders account for 60.0% of reported value and the top ten for 75.6%.
Compared with the prior quarter, 3 opened new positions, 20 added to existing stakes, 12 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
WSFS is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 7.52M | $576.70M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 5.96M | $329.04M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 2.31M | $177.26M | 0.04% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.57M | $120.53M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 1.05M | $80.74M | 0.01% | Add |
| Pzena Investment Management history | Q2 2026 | 888.50K | $68.17M | 0.20% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 828.40K | $63.72M | 0.01% | New |
| Charles Schwab Investment Management history | Q2 2026 | 735.19K | $56.41M | 0.01% | Add |
| Bank of America Corp history | Q2 2026 | 646.08K | $49.57M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 638.92K | $49.02M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 612.40K | $46.99M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 607.64K | $46.62M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 534.46K | $41.01M | 0.02% | Add |
| Manulife Financial history | Q2 2026 | 521.62K | $40.02M | 0.03% | Reduce |
| Two Sigma Investments history | Q2 2026 | 504.50K | $38.71M | 0.03% | Add |
| Morgan Stanley history | Q2 2026 | 433.57K | $33.27M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 387.35K | $29.72M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 345.30K | $26.49M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 307.79K | $23.62M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 256.90K | $19.71M | 0.01% | Hold |
New Positions (Q2 2026)
- JPMorgan Chase & Co 828.40K sh · $63.72M
- Point72 Asset Management 93.10K sh · $7.14M
- Amundi US 9.07K sh · $695.79K
Fully Exited (vs previous quarter)
- Renaissance Technologies sold 23.08K sh · $1.51M
- Janus Henderson Group sold 23.02K sh · $1.51M
- Royce & Associates sold 6.35K sh · $415.93K
- Balyasny Asset Management sold 3.18K sh · $208.10K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.67M | 8.70M | 8.55M | 8.16M | 7.94M | 7.88M | 7.65M | 7.52M |
| Franklin Resources | 34.45K | 34.41K | 1.34M | 2.04M | 2.38M | 2.37M | 2.37M | 2.57M | 2.65M | 2.89M | 2.82M | 3.03M | 2.78M | 2.55M | 2.58M | 2.61M | 2.43M | 2.47M | 2.58M | 2.31M |
| Geode Capital Management | 849.79K | 851.36K | 1.20M | 1.19M | 1.19M | 1.19M | 1.23M | 1.26M | 1.30M | 1.36M | 1.39M | 1.42M | 1.42M | 1.41M | 1.43M | 1.42M | 1.38M | 1.36M | 1.36M | 1.57M |
| Invesco Ltd | 1.32M | 1.28M | 1.37M | 1.26M | 1.01M | 844.95K | 671.37K | 601.30K | 611.64K | 685.09K | 740.79K | 915.31K | 960.57K | 954.20K | 969.48K | 985.37K | 1.01M | 1.07M | 944.87K | 1.05M |
| Pzena Investment Management | 695.74K | 704.49K | 740.26K | 1.18M | 1.14M | 1.10M | 1.05M | 1.04M | 1.04M | 1.00M | 932.72K | 899.66K | 816.47K | 790.58K | 787.81K | 811.17K | 928.41K | 876.82K | 878.59K | 888.50K |
| JPMorgan Chase & Co | 365.24K | 1.47M | 342.49K | 235.02K | 244.42K | 282.79K | 214.13K | 310.30K | 296.44K | 457.51K | 453.42K | 447.13K | 411.75K | 1.69M | 1.59M | 1.51M | 1.54M | 1.23M | — | 828.40K |
| Charles Schwab Investment Management | 388.96K | 399.89K | 544.79K | 551.39K | 562.26K | 564.93K | 570.17K | 586.22K | 613.32K | 641.89K | 676.41K | 722.09K | 720.93K | 740.58K | 748.09K | 711.69K | 707.44K | 696.55K | 699.18K | 735.19K |
| Bank of America Corp | 177.12K | 198.38K | 893.79K | 868.73K | 845.53K | 756.60K | 850.12K | 805.84K | 804.28K | 851.50K | 919.87K | 998.61K | 1.00M | 966.85K | 996.18K | 746.08K | 708.18K | 662.30K | 737.59K | 646.08K |
| Norges Bank Investment Management | — | — | — | — | — | 636.86K | — | — | — | 682.98K | — | 511.99K | — | 616.89K | — | 670.18K | — | 709.50K | — | 638.92K |
| Goldman Sachs Group | 256.05K | 363.34K | 199.05K | 363.13K | 327.89K | 741.53K | 457.77K | 260.61K | 232.75K | 271.67K | 235.85K | 279.88K | 469.72K | 540.37K | 305.31K | 267.14K | 274.21K | 470.19K | 504.37K | 612.40K |
| Northern Trust Corp | 751.33K | 756.39K | 912.38K | 896.09K | 884.39K | 875.34K | 862.30K | 916.49K | 912.37K | 891.95K | 825.98K | 821.19K | 799.79K | 809.33K | 779.92K | 635.17K | 622.07K | 580.56K | 581.21K | 607.64K |
| Principal Global Investors | 470.46K | 439.51K | 437.70K | 399.85K | 391.43K | 376.16K | 372.30K | 349.42K | 329.38K | 316.61K | 341.27K | 328.59K | 306.34K | 317.25K | 324.27K | 329.66K | 270.26K | 260.64K | 427.48K | 534.46K |
| Manulife Financial | 571.33K | 578.14K | 980.35K | 966.56K | 918.41K | 881.80K | 861.51K | 842.35K | 811.99K | 753.98K | 695.73K | 625.61K | 600.35K | 592.74K | 597.65K | 582.33K | 565.84K | 547.52K | 530.17K | 521.62K |
| Two Sigma Investments | 5.92K | 51.84K | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.57K | 7.25K | 104.41K | 253.20K | 504.50K |
| Morgan Stanley | 225.95K | 272.93K | 298.70K | 363.77K | 361.10K | 406.28K | 386.01K | 328.38K | 353.62K | 530.17K | 456.69K | 406.23K | 529.88K | 475.25K | 419.27K | 435.30K | 427.13K | 522.82K | 430.39K | 433.57K |
| BNY Mellon | 546.13K | 639.89K | 772.97K | 734.22K | 747.66K | 664.54K | 638.86K | 594.07K | 567.22K | 587.34K | 566.59K | 554.54K | 491.99K | 469.45K | 451.22K | 439.15K | 426.23K | 406.11K | 387.12K | 387.35K |
| Fidelity Management & Research (FMR) | 640.85K | 10.74K | 10.46K | 9.70K | 8.49K | 11.64K | 9.19K | 2.52K | 2.71K | 3.12K | 3.35K | 4.04K | 4.28K | 4.54K | 4.86K | 5.50K | 7.46K | 11.92K | 68.02K | 345.30K |
| Wellington Management Group | 133.82K | 136.44K | 134.56K | 185.89K | 189.81K | 171.12K | 169.08K | 213.58K | 225.05K | 216.99K | 198.60K | 218.10K | 215.76K | 200.93K | 200.97K | 193.67K | 185.15K | 172.64K | 145.38K | 307.79K |
| AQR Capital Management | — | — | — | — | — | — | — | 19.84K | — | — | — | — | — | 5.11K | 10.35K | 15.87K | 86.48K | 155.81K | 256.88K | 256.90K |
| Citadel Advisors | 14.30K | 6.50K | 6.69K | — | — | 54.41K | 5.92K | 41.53K | 168.09K | 29.48K | 8.16K | — | 8.50K | 5.30K | — | 11.88K | 153.23K | 56.90K | 109.33K | 189.95K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details