Titelia

Fund shareholders of WSFS Financial Corp

ISIN US9293281021 · United States · LEI 549300SU7VQHD6QRG886

Fund shareholders
335
Of which ETFs
84 251 other funds
Value held
1.9B $ 21.2M SEK · 188K €
Share of capital
56.1 % of 51.1M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,209,608210.1M $0.23 %6.28 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,679,858110M $0.01 %3.29 %as of Mar 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,395,184100.4M $2.46 %2.73 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,311,86685.9M $0.12 %2.57 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,231,12980.6M $0.05 %2.41 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 1,035,59065.8M $1.15 %2.03 %as of Feb 27, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 784,22451.3M $0.08 %1.53 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 711,91651.2M $0.27 %1.39 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 594,98938.9M $0.05 %1.16 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 586,43437.2M $0.16 %1.15 %as of Feb 28, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 527,45638M $0.12 %1.03 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 507,59933.2M $0.90 %0.99 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 483,37131.6M $0.23 %0.95 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 462,27430.3M $0.24 %0.90 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 461,27133.2M $0.21 %0.90 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 460,74130.2M $0.33 %0.90 %as of Mar 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 439,93328.8M $2.50 %0.86 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 414,41029.8M $0.22 %0.81 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 414,18127.1M $0.95 %0.81 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 372,60024.4M $0.25 %0.73 %as of Mar 31, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 333,77721.8M $2.03 %0.65 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 329,60423.7M $0.13 %0.65 %as of Apr 30, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 287,52220.7M $2.37 %0.56 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 286,81118.2M $0.04 %0.56 %as of Feb 28, 2026 ↗
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 285,94418.7M $0.85 %0.56 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 279,84220.1M $0.27 %0.55 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 277,40517.6M $0.12 %0.54 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 265,33216.9M $0.08 %0.52 %as of Feb 28, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 256,73718.5M $0.25 %0.50 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 240,49115.7M $0.17 %0.47 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 239,05415.6M $0.24 %0.47 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 228,29214.9M $0.20 %0.45 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 203,79813.3M $1.04 %0.40 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 202,24514.6M $0.10 %0.40 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 187,25211.9M $0.22 %0.37 %as of Feb 28, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 182,58013.1M $1.80 %0.36 %as of Apr 30, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 175,87011.5M $0.84 %0.34 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 152,10710M $0.59 %0.30 %as of Mar 31, 2026 ↗
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 151,6999.9M $0.85 %0.30 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 151,0849.6M $0.10 %0.30 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 149,3019.8M $0.25 %0.29 %as of Mar 31, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 145,34710.5M $2.79 %0.28 %as of Apr 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 140,0568.9M $2.33 %0.27 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 130,5658.5M $0.21 %0.26 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 127,9338.4M $0.58 %0.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 117,7708.5M $0.02 %0.23 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 117,0458.4M $0.12 %0.23 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 115,2728.3M $0.67 %0.23 %as of Apr 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 109,1507.9M $0.20 %0.21 %as of Apr 30, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 108,9527.1M $1.11 %0.21 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 105,3326.9M $0.49 %0.21 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 104,5606.6M $0.01 %0.20 %as of Feb 28, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 102,6577.4M $2.50 %0.20 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 99,9376.3M $0.52 %0.20 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 97,0987M $0.02 %0.19 %as of Apr 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 95,7006.9M $1.06 %0.19 %as of Apr 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 94,6366M $1.05 %0.19 %as of Feb 28, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 93,5775.9M $0.04 %0.18 %as of Feb 28, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 87,0305.5M $0.22 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 86,8445.7M $0.12 %0.17 %as of Mar 31, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 84,5935.5M $1.61 %0.17 %as of Mar 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 83,0965.4M $0.23 %0.16 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 82,3025.4M $0.30 %0.16 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 80,9895.1M $0.01 %0.16 %as of Feb 28, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 79,1255.2M $1.99 %0.15 %as of Mar 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 78,6935.2M $1.18 %0.15 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 76,8945M $0.05 %0.15 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,8395.5M $0.01 %0.15 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 71,2104.7M $0.65 %0.14 %as of Mar 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 70,4005.1M $0.05 %0.14 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 68,4724.5M $0.59 %0.13 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 68,2554.9M $0.80 %0.13 %as of Apr 30, 2026 ↗
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 66,0814.3M $0.85 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 65,9514.3M $0.24 %0.13 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 64,2894.6M $0.12 %0.13 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 63,5704.2M $0.17 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 60,5124M $0.01 %0.12 %as of Mar 31, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 58,7563.8M $1.10 %0.12 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 56,5263.6M $0.21 %0.11 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 56,2553.7M $0.11 %0.11 %as of Mar 31, 2026 ↗
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 54,8963.6M $0.62 %0.11 %as of Mar 31, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 54,2003.5M $0.20 %0.11 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 53,2633.8M $0.13 %0.10 %as of Apr 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 50,9313.3M $1.38 %0.10 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 48,5883.1M $0.13 %0.10 %as of Feb 28, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 48,4693.5M $1.08 %0.09 %as of Apr 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 48,4183.2M $0.68 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 47,8753.4M $0.01 %0.09 %as of Apr 30, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 47,5403.1M $0.08 %0.09 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 46,8073.1M $0.27 %0.09 %as of Mar 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 46,6603.4M $0.09 %0.09 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 46,4823M $0.16 %0.09 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 46,2283.3M $0.02 %0.09 %as of Apr 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 45,5603M $0.22 %0.09 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,8683.2M $0.06 %0.09 %as of Apr 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 43,3513.1M $0.63 %0.08 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 42,0902.7M $0.15 %0.08 %as of Feb 28, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 42,0592.8M $0.90 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 41,9813M $0.23 %0.08 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 41,2802.6M $0.24 %0.08 %as of Feb 28, 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
abrdn U.S. Small Cap Equity Fund abrdn Funds 2.79 %as of Apr 30, 2026 ↗
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 2.50 %as of Apr 30, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 2.50 %as of Mar 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 2.46 %as of Apr 30, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 2.44 %as of Feb 28, 2026 ↗
Regional Bank Fund John Hancock Investment Trust II 2.37 %as of Apr 30, 2026 ↗
Small-Cap Value Series LORD ABBETT RESEARCH FUND INC 2.33 %as of Feb 28, 2026 ↗
Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds 2.03 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1.99 %as of Mar 31, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 1.80 %as of Apr 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
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

Declared shareholders of WSFS Financial Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.23 %3,287,307as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.27 %2,780,059as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of WSFS Financial Corp". https://titelia.com/en/stocks/wsfs-financial-corp-US9293281021