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
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,744594.2K $0.13 %0.02 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 7,620544.4K $0.07 %0.01 %as of May 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 7,331562.5K $0.30 %0.01 %as of Jun 30, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 7,268557.7K $0.03 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,023538.9K $0.03 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,870527.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Lazard US Small Cap Equity Select Portfolio LAZARD FUNDS INC 6,855526K $1.38 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 6,825547.4K $0.06 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 6,763483.2K $0.17 %0.01 %as of May 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,541501.9K $0.12 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,459518K $0.07 %0.01 %as of Jul 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,445494.5K $0.14 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,352453.9K $0.16 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 6,301483.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,229499.6K $0.26 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,986480.1K $0.14 %0.01 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,961457.4K $0.21 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,951477.3K $0.06 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,597448.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,169396.6K $0.02 %0.01 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 5,153413.3K $0.32 %0.01 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 5,037359.9K $0.26 %0.01 %as of May 31, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,900350.1K $0.14 %0.01 %as of May 31, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 4,872373.8K $0.23 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,821369.9K $0.12 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,815369.5K $0.18 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 4,771366.1K $0.12 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,737363.5K $0.23 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,666358K $0.09 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,568326.4K $0.01 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,557365.5K $0.13 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,523347K $0.25 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 4,336332.7K $1.24 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,315331.1K $0.06 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,242325.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 4,201336.9K $0.99 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,956317.3K $0.06 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 3,803291.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 3,787290.6K $0.33 %0.01 %as of Jun 30, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 3,604257.5K $0.26 %0.01 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,590275.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,544271.9K $0.11 %0.01 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 3,500280.7K $0.22 %0.01 %as of Jul 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,473266.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,434275.4K $0.01 %0.01 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,281234.4K $0.04 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,255249.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,220247.1K $0.03 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,214229.6K $0.94 %0.01 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,004240.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,803224.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,639211.6K $0.11 %0.01 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 2,520193.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,515179.7K $0.10 %0.00 %as of May 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 2,500191.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,478190.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,406184.6K $0.53 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,297184.2K $0.07 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,216170K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,157154.1K $0.02 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,107161.7K $0.11 %0.00 %as of Jun 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,089160.3K $0.67 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 2,085149K $0.02 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 2,008161K $0.18 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,996160.1K $0.17 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,988142K $0.04 %0.00 %as of May 31, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 1,980151.9K $0.64 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,967140.5K $0.06 %0.00 %as of May 31, 2026 ↗
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 1,742133.7K $0.20 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,738133.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 1,600122.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,594113.9K $0.02 %0.00 %as of May 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,485106.1K $0.22 %0.00 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,477105.5K $0.01 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,474113.1K $0.12 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 1,456111.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,447103.4K $0.09 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,413101K $0.01 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,388106.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,30099.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,30099.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,27591.1K $0.15 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,26890.6K $0.01 %0.00 %as of May 31, 2026 ↗
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1,25296.1K $0.33 %0.00 %as of Jun 30, 2026 ↗
Banking Fund Rydex Series Funds 1,15188.3K $0.63 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,14591.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,13587.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,10084.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,07886.5K $0.05 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,03779.6K $0.86 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 96674.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 93875.2K $0.74 %0.00 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 90769.6K $0.07 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 84367.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 81562.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 78760.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 71354.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 68852.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 68454.9K $0.09 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 64649.6K $0.23 %0.00 %as of Jun 30, 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