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
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 41,1513.2M $0.00 %0.08 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 39,1503.1M $0.13 %0.08 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 39,1053M $0.23 %0.08 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 38,3453.1M $0.23 %0.08 %as of Jul 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 37,9283M $0.00 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 37,4362.9M $0.13 %0.07 %as of Jun 30, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 36,4842.6M $2.78 %0.07 %as of May 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 35,8992.8M $0.22 %0.07 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 34,9192.8M $0.66 %0.07 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,1762.6M $0.22 %0.07 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 34,1072.7M $0.20 %0.07 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 33,6652.4M $0.24 %0.07 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 33,2302.4M $0.45 %0.07 %as of May 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 32,3902.3M $0.01 %0.06 %as of May 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 31,5982.4M $0.42 %0.06 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 31,5742.4M $0.33 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 31,3942.5M $0.01 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 31,3532.2M $0.01 %0.06 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 29,5252.3M $0.12 %0.06 %as of Jun 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 28,8622.1M $0.28 %0.06 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 28,1172.3M $0.01 %0.06 %as of Jul 31, 2026 ↗
Small Cap Index Fund Northern Funds 26,8302.1M $0.13 %0.05 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 26,3131.9M $0.80 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 25,4302M $0.14 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 25,2011.9M $0.00 %0.05 %as of Jun 30, 2026 ↗
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 24,4581.9M $1.58 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 24,4102M $0.23 %0.05 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 24,2471.7M $0.01 %0.05 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 24,1511.7M $0.09 %0.05 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 24,0481.8M $0.02 %0.05 %as of Jun 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 24,0001.8M $0.43 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,9951.8M $0.01 %0.05 %as of Jun 30, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 22,8731.8M $0.80 %0.04 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 21,6281.5M $0.09 %0.04 %as of May 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 21,6111.7M $0.28 %0.04 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 21,3361.5M $0.06 %0.04 %as of May 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 21,3011.6M $0.54 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 21,2911.5M $0.11 %0.04 %as of May 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,1071.6M $0.18 %0.04 %as of Jul 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 19,9261.5M $0.15 %0.04 %as of Jun 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 19,8551.4M $0.82 %0.04 %as of May 31, 2026 ↗
Cromwell Greenspring Mid Cap Fund Total Fund Solution 19,2041.5M $1.08 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 19,1581.5M $0.06 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 19,1011.5M $0.07 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,8241.4M $0.05 %0.04 %as of Jun 30, 2026 ↗
Simplicity Småbolag Global Simplicity AB 18,50011.4M SEK1.35 %0.04 %as of Mar 31, 2026 ↗
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 18,3451.4M $1.61 %0.04 %as of Jun 30, 2026 ↗
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 18,1811.4M $0.94 %0.04 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 17,6711.3M $0.01 %0.03 %as of May 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 17,5141.3M $0.12 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,3961.3M $0.22 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 17,2361.3M $0.21 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 16,5031.3M $0.01 %0.03 %as of Jul 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 16,4301.3M $0.40 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,1831.2M $0.01 %0.03 %as of Jun 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 16,1251.2M $0.25 %0.03 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,0801.3M $0.02 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,9501.2M $0.11 %0.03 %as of Jun 30, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 15,8831.2M $0.11 %0.03 %as of Jun 30, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 15,8751.1M $0.18 %0.03 %as of May 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,7059.8M SEK0.03 %0.03 %as of Mar 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 14,6121.1M $0.31 %0.03 %as of Jun 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 14,4041.1M $0.16 %0.03 %as of Jun 30, 2026 ↗
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 14,1141.1M $0.34 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,1011.1M $0.16 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,0921.1M $0.18 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,0071.1M $0.12 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 13,8321.1M $0.05 %0.03 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 13,4111M $0.22 %0.03 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,3351M $0.10 %0.03 %as of Jun 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 13,1791M $0.04 %0.03 %as of Jun 30, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 12,537962K $0.52 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 12,463999.5K $0.01 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,981856K $0.01 %0.02 %as of May 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 11,851909.3K $0.16 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 10,950782.4K $0.08 %0.02 %as of May 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 10,896836.1K $0.03 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,643816.6K $0.09 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,609814K $0.12 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,534808.3K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 10,395797.6K $0.20 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Fund Northern Funds 10,357794.7K $0.12 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,322792K $0.12 %0.02 %as of Jun 30, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 10,073772.9K $0.51 %0.02 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 9,664775.1K $0.08 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 9,619738.1K $0.23 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,309746.6K $0.06 %0.02 %as of Jul 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,125700.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 9,107698.8K $0.80 %0.02 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,060726.6K $0.03 %0.02 %as of Jul 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 8,879681.3K $0.02 %0.02 %as of Jun 30, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 8,584688.4K $0.06 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,565612K $0.26 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,518653.6K $0.05 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,312593.9K $0.05 %0.02 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,240632.3K $0.13 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,011614.7K $0.13 %0.02 %as of Jun 30, 2026 ↗
Small Cap Value Fund VALIC Co I 7,966569.2K $0.23 %0.02 %as of May 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 7,892563.9K $0.26 %0.02 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,793625K $0.15 %0.02 %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