Titelia

Fund shareholders of WSFS Financial Corp

ISIN US9293281021 · United States · LEI 549300SU7VQHD6QRG886

Fund shareholders
346
Of which ETFs
86 260 other funds
Value held
≈ 2.2B $ 2.2B $ · 21.2M SEK · 188K €
Share of capital
55.8 % of 51.1M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,130,770240.2M $0.22 %6.13 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,571,965120.6M $0.01 %3.08 %as of Jun 30, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,339,317107.4M $2.50 %2.62 %as of Jul 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,262,19296.8M $0.12 %2.47 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,134,99287.1M $0.05 %2.22 %as of Jun 30, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 947,39567.7M $1.23 %1.85 %as of May 29, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 718,28055.1M $0.08 %1.41 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 711,91657.1M $0.29 %1.39 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 595,43845.7M $0.05 %1.17 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 580,63241.5M $0.15 %1.14 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 578,93244.4M $0.94 %1.13 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 578,51046.4M $0.14 %1.13 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 475,94836.5M $0.22 %0.93 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 462,95735.5M $0.24 %0.91 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 461,27137M $0.22 %0.90 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 444,57234.1M $0.32 %0.87 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 412,88433.1M $0.23 %0.81 %as of Jul 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 388,56229.8M $2.28 %0.76 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 372,60028.6M $0.25 %0.73 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 329,60426.4M $0.13 %0.65 %as of Jul 31, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 327,98325.2M $2.04 %0.64 %as of Jun 30, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 321,55324.7M $0.93 %0.63 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 282,29222.6M $0.28 %0.55 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 275,98819.7M $0.05 %0.54 %as of May 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 274,62022M $2.29 %0.54 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 274,45419.6M $0.11 %0.54 %as of May 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 273,36821M $0.36 %0.54 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 256,75218.3M $0.08 %0.50 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 256,73720.6M $0.26 %0.50 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 251,43219.3M $0.67 %0.49 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 247,82319M $0.23 %0.49 %as of Jun 30, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 244,31518.7M $1.23 %0.48 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 241,38418.5M $0.17 %0.47 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 210,38116.1M $0.20 %0.41 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 202,24516.2M $0.11 %0.40 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 186,43914.3M $0.97 %0.36 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 184,98613.2M $0.22 %0.36 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 181,76014.6M $0.36 %0.36 %as of Jul 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 178,15713.7M $0.94 %0.35 %as of Jun 30, 2026 ↗
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 163,17313.1M $0.31 %0.32 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 158,29312.1M $0.23 %0.31 %as of Jun 30, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 147,89711.3M $1.20 %0.29 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 147,24911.3M $0.09 %0.29 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 141,88010.1M $0.11 %0.28 %as of May 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 135,27010.8M $2.76 %0.26 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 133,92510.3M $0.33 %0.26 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 132,81610.2M $0.60 %0.26 %as of Jun 30, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 132,00710.6M $1.50 %0.26 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 129,15610.4M $0.14 %0.25 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 126,90610.2M $0.11 %0.25 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 126,7249.7M $0.20 %0.25 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 120,5289.2M $0.53 %0.24 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 117,7709.4M $0.02 %0.23 %as of Jul 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 111,7569M $1.35 %0.22 %as of Jul 31, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 108,6767.8M $1.99 %0.21 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 103,9107.4M $0.01 %0.20 %as of May 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 98,4717.9M $2.63 %0.19 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 97,0987.8M $0.02 %0.19 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 91,2006.5M $0.52 %0.18 %as of May 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 91,1797M $0.30 %0.18 %as of Jun 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 88,4356.3M $0.05 %0.17 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 86,2416.9M $0.55 %0.17 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 85,3776.6M $0.11 %0.17 %as of Jun 30, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 84,5936.5M $1.70 %0.17 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 81,0095.8M $0.01 %0.16 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 80,9986.2M $0.21 %0.16 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 79,7295.7M $0.22 %0.16 %as of May 31, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 78,8486.1M $0.80 %0.15 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,8396.2M $0.01 %0.15 %as of Jul 31, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 75,0295.8M $0.94 %0.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 73,9755.7M $0.26 %0.14 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 73,8115.7M $1.77 %0.14 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 72,1985.8M $0.44 %0.14 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 70,9365.1M $0.18 %0.14 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 68,4385.5M $0.13 %0.13 %as of Jul 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 65,0225.2M $0.79 %0.13 %as of Jul 31, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 60,9104.7M $0.54 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 60,5124.6M $0.00 %0.12 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 59,6254.3M $0.23 %0.12 %as of May 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 57,0234.4M $0.85 %0.11 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 56,9694.6M $0.68 %0.11 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 55,0973.9M $0.21 %0.11 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 52,3054M $0.11 %0.10 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 52,0214M $0.59 %0.10 %as of Jun 30, 2026 ↗
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 49,2554M $0.17 %0.10 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 48,8293.9M $0.14 %0.10 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 47,8753.8M $0.01 %0.09 %as of Jul 31, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 47,6253.8M $1.11 %0.09 %as of Jul 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 47,2003.6M $0.67 %0.09 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 46,2673.6M $0.16 %0.09 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 46,2323.7M $0.02 %0.09 %as of Jul 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 45,4193.5M $1.25 %0.09 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,8683.6M $0.06 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 44,5603.4M $0.21 %0.09 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 44,1693.5M $0.09 %0.09 %as of Jul 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 44,0013.4M $0.51 %0.09 %as of Jun 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 42,0593.2M $0.94 %0.08 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 42,0313M $0.24 %0.08 %as of May 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 41,5403.2M $0.80 %0.08 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 41,5003.3M $0.77 %0.08 %as of Jul 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Pzena Small Cap Value Fund Advisors Series Trust 2.78 %as of May 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 2.76 %as of Jul 31, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.63 %as of Jul 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2.50 %as of Jul 31, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 2.29 %as of Jul 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 2.28 %as of Jun 30, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 2.04 %as of Jun 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 1.99 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1.77 %as of Jun 30, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 1.70 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3343+1128,466,850-0.6 %
2026Q2332+2228,633,377-0.1 %
2026Q1310-328,668,716-5.8 %
2025Q4313-130,421,838-4.3 %
2025Q3314-231,778,739-5.1 %
2025Q2316+1533,493,612-0.6 %
2025Q1301-2033,710,066-0.2 %
2024Q4321+233,780,878-3.1 %
2024Q3319+534,860,809-0.3 %
2024Q2314+434,975,579+2.5 %
2024Q1310+2334,129,618-1.1 %
2023Q428734,508,246

Institutional managers

318 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.7,650,537500.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP3,560,556233.1M $as of Mar 31, 2026
STATE STREET CORP2,902,744190M $as of Mar 31, 2026
FRANKLIN RESOURCES INC2,575,172168.6M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,542,692101M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,360,55389.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO1,096,79970.7M $as of Mar 31, 2026
Invesco Ltd.944,86861.9M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.908,55859.5K $as of Mar 31, 2026
PZENA INVESTMENT MANAGEMENT LLC878,58857.5M $as of Mar 31, 2026
COOKE & BIELER LP789,30251.7M $as of Mar 31, 2026
BROWN ADVISORY INC744,88948.8M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/737,58748.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC699,18345.8M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC691,36145.3M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC675,49644.2M $as of Mar 31, 2026
PALISADE CAPITAL MANAGEMENT, LP587,25338.4M $as of Mar 31, 2026
NORTHERN TRUST CORP581,21338M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE530,17534.7M $as of Mar 31, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.524,18034.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC504,36533M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.495,70727.4M $as of Mar 31, 2026
MORGAN STANLEY430,39428.2M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC427,48128M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC416,73926.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of WSFS Financial Corp". https://titelia.com/en/stocks/wsfs-financial-corp-US9293281021