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
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 41,1512.7M $0.00 %0.08 %as of Mar 31, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 38,3972.5M $0.23 %0.08 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 37,9282.7M $0.00 %0.07 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 37,8122.7M $0.12 %0.07 %as of Apr 30, 2026
Pzena Small Cap Value Fund Advisors Series Trust 36,4842.3M $2.44 %0.07 %as of Feb 28, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 36,1002.6M $0.63 %0.07 %as of Apr 30, 2026
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 36,0312.6M $0.16 %0.07 %as of Apr 30, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 35,6502.3M $0.22 %0.07 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 35,3362.3M $0.12 %0.07 %as of Mar 31, 2026
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 33,2502.2M $0.09 %0.07 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 32,3452.1M $0.23 %0.06 %as of Feb 28, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 32,2742M $0.01 %0.06 %as of Feb 28, 2026
Column Small Cap Fund Trust for Professional Managers 32,1932M $0.40 %0.06 %as of Feb 28, 2026
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 32,0402.1M $1.09 %0.06 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 32,0252.1M $0.33 %0.06 %as of Mar 31, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 31,8172.3M $0.19 %0.06 %as of Apr 30, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 31,3942.3M $0.01 %0.06 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 30,1271.9M $0.01 %0.06 %as of Feb 28, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 30,0432M $0.00 %0.06 %as of Mar 31, 2026
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 29,8352M $0.68 %0.06 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 29,5151.9M $0.12 %0.06 %as of Mar 31, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 29,2692.1M $0.19 %0.06 %as of Apr 30, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 27,4932M $0.01 %0.05 %as of Apr 30, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 26,8591.7M $0.10 %0.05 %as of Feb 28, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 26,6161.9M $0.23 %0.05 %as of Apr 30, 2026
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 26,2641.7M $1.63 %0.05 %as of Mar 31, 2026
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 26,2171.7M $0.69 %0.05 %as of Feb 28, 2026
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 26,1781.7M $0.53 %0.05 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 24,9641.6M $0.12 %0.05 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 24,1121.6M $0.01 %0.05 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 24,0481.6M $0.02 %0.05 %as of Mar 31, 2026
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 23,7841.6M $0.56 %0.05 %as of Mar 31, 2026
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 23,7001.6M $0.44 %0.05 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,4351.7M $0.20 %0.05 %as of Apr 30, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 23,1101.7M $0.12 %0.05 %as of Apr 30, 2026
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 22,1411.4M $0.31 %0.04 %as of Feb 28, 2026
Small Cap Index Fund VALIC Co I 21,6701.4M $0.11 %0.04 %as of Feb 28, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 21,6281.4M $0.09 %0.04 %as of Feb 28, 2026
Avantis U.S. Equity ETF American Century ETF Trust 21,1221.3M $0.01 %0.04 %as of Feb 28, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 20,8101.3M $0.06 %0.04 %as of Feb 28, 2026
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 20,6061.3M $0.07 %0.04 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,5361.5M $0.20 %0.04 %as of Apr 30, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 20,0531.4M $0.23 %0.04 %as of Apr 30, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 19,9061.3M $0.14 %0.04 %as of Mar 31, 2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 19,2771.3M $1.73 %0.04 %as of Mar 31, 2026
Cromwell Greenspring Mid Cap Fund Total Fund Solution 19,2421.3M $1.05 %0.04 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 19,1011.3M $0.07 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,8561.4M $0.06 %0.04 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,8241.2M $0.05 %0.04 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 18,7051.2M $0.23 %0.04 %as of Mar 31, 2026
Simplicity Småbolag Global Simplicity AB 18,50011.4M SEK1.35 %0.04 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 18,2761.2M $0.23 %0.04 %as of Mar 31, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 17,3751.1M $0.01 %0.03 %as of Feb 28, 2026
SMALL CAP EQUITY FUND GuideStone Funds 17,1641.1M $0.14 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,8851.1M $0.12 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 16,3791.1M $0.11 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 16,1831.1M $0.01 %0.03 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,0801.2M $0.01 %0.03 %as of Apr 30, 2026
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 16,0681.1M $0.85 %0.03 %as of Mar 31, 2026
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 15,8751M $0.18 %0.03 %as of Feb 28, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 15,8041M $0.16 %0.03 %as of Mar 31, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 15,7131M $0.34 %0.03 %as of Mar 31, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 15,7059.8M SEK0.03 %0.03 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 15,5161.1M $0.01 %0.03 %as of Apr 30, 2026
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 14,860972.7K $0.03 %0.03 %as of Mar 31, 2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 14,8241.1M $0.05 %0.03 %as of Apr 30, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 14,708962.8K $0.23 %0.03 %as of Mar 31, 2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,0921M $0.17 %0.03 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,007916.9K $0.12 %0.03 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 12,575823.2K $0.26 %0.02 %as of Mar 31, 2026
Nomura VIP Opportunity Series Delaware VIP Trust 12,415812.7K $1.09 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 12,219776K $0.01 %0.02 %as of Feb 28, 2026
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 12,189797.9K $0.04 %0.02 %as of Mar 31, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,065789.8K $0.09 %0.02 %as of Mar 31, 2026
Small Company Value Trust John Hancock Variable Insurance Trust 11,978784.1K $0.61 %0.02 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 11,800849.2K $0.68 %0.02 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,639837.7K $0.01 %0.02 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 10,803686.1K $0.08 %0.02 %as of Feb 28, 2026
Small Cap Core Fund Northern Funds 10,692699.9K $0.20 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,643696.7K $0.09 %0.02 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,609694.5K $0.12 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,414681.7K $0.01 %0.02 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 10,357678K $0.11 %0.02 %as of Mar 31, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 10,313675.1K $0.16 %0.02 %as of Mar 31, 2026
Small Cap Value Fund VALIC Co I 10,150644.6K $0.25 %0.02 %as of Feb 28, 2026
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 9,607628.9K $0.45 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 9,569626.4K $0.11 %0.02 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,060652K $0.03 %0.02 %as of Apr 30, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 9,048574.6K $0.26 %0.02 %as of Feb 28, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,518557.6K $0.06 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,359601.6K $0.05 %0.02 %as of Apr 30, 2026
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 8,352546.7K $0.35 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,312527.9K $0.04 %0.02 %as of Feb 28, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 8,084581.8K $0.06 %0.02 %as of Apr 30, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,014576.8K $0.14 %0.02 %as of Apr 30, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 7,977522.2K $0.02 %0.02 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,839513.1K $0.12 %0.02 %as of Mar 31, 2026
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,709504.6K $0.30 %0.02 %as of Mar 31, 2026
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 7,620483.9K $0.06 %0.01 %as of Feb 28, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 7,600497.5K $0.03 %0.01 %as of Mar 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
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
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Titelia. "Fund shareholders of WSFS Financial Corp". https://titelia.com/en/stocks/wsfs-financial-corp-US9293281021