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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,485 | 490K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,870 | 449.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 6,763 | 429.5K $ | 0.17 % | 0.01 % | as of Feb 28, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,637 | 477.7K $ | 0.26 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,541 | 428.2K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,445 | 421.9K $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,385 | 418K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 6,270 | 398.2K $ | 0.01 % | 0.01 % | as of Feb 27, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 6,112 | 400.1K $ | 0.23 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 5,969 | 429.6K $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,875 | 384.6K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 5,748 | 413.7K $ | 0.06 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,724 | 412K $ | 0.12 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,597 | 402.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,511 | 350K $ | 0.13 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,169 | 338.4K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 5,037 | 319.9K $ | 0.26 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 4,815 | 315.2K $ | 0.17 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 4,771 | 312.3K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 4,754 | 311.2K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 4,614 | 302K $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,594 | 291.8K $ | 0.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust | 4,575 | 329.3K $ | 1.11 % | 0.01 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,500 | 285.8K $ | 0.11 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 4,472 | 292.7K $ | 0.21 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 4,400 | 288K $ | 0.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,377 | 286.5K $ | 0.14 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,373 | 286.3K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,252 | 306K $ | 0.12 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | 4,227 | 276.7K $ | 1.15 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,192 | 274.4K $ | 0.22 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 4,045 | 256.9K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,028 | 263.7K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 4,012 | 262.6K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,678 | 240.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,657 | 239.4K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,590 | 235K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 3,467 | 220.2K $ | 0.08 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 3,456 | 219.5K $ | 0.06 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,434 | 247.1K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,405 | 222.9K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 3,377 | 243K $ | 0.19 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,324 | 217.6K $ | 0.12 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 3,324 | 211.1K $ | 0.89 % | 0.01 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,862 | 206K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,735 | 196.8K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,639 | 189.9K $ | 0.10 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 2,520 | 165K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 2,471 | 161.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,454 | 160.6K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,427 | 154.1K $ | 0.10 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 2,406 | 157.5K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,356 | 169.6K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,305 | 150.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,279 | 144.7K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 2,277 | 149.1K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 2,227 | 145.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,174 | 142.3K $ | 0.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 2,058 | 148.1K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 2,050 | 134.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 2,002 | 131.1K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 1,978 | 142.4K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,892 | 136.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,862 | 121.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,862 | 118.3K $ | 0.22 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,786 | 128.5K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 1,738 | 113.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 1,724 | 112.9K $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,545 | 98.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,525 | 96.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,474 | 96.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,408 | 89.4K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,397 | 88.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,328 | 84.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 1,304 | 85.4K $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,300 | 85.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,269 | 83.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 1,259 | 80K $ | 0.14 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,145 | 82.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 1,135 | 74.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,073 | 70.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,054 | 69K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,032 | 74.3K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,025 | 67.1K $ | 0.91 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 927 | 66.7K $ | 0.84 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 874 | 57.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 815 | 53.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 807 | 52.8K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Series Funds | 649 | 42.5K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 631 | 41.3K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 617 | 40.4K $ | 1.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 602 | 43.3K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 599 | 38K $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 564 | 36.9K $ | 0.25 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 541 | 34.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 530 | 34.7K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 486 | 30.9K $ | 1.09 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 461 | 33.2K $ | 0.29 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 343 | 22.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC | 306 | 22K $ | 0.69 % | 0.00 % | as of Apr 30, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 332 | +22 | 28,633,377 | -0.1 % |
| 2026Q1 | 310 | -3 | 28,668,716 | -5.8 % |
| 2025Q4 | 313 | -1 | 30,421,838 | -4.3 % |
| 2025Q3 | 314 | -2 | 31,778,739 | -5.1 % |
| 2025Q2 | 316 | +15 | 33,493,612 | -0.6 % |
| 2025Q1 | 301 | -20 | 33,710,066 | -0.2 % |
| 2024Q4 | 321 | +2 | 33,780,878 | -3.1 % |
| 2024Q3 | 319 | +5 | 34,860,809 | -0.3 % |
| 2024Q2 | 314 | +4 | 34,975,579 | +2.5 % |
| 2024Q1 | 310 | +23 | 34,129,618 | -1.1 % |
| 2023Q4 | 287 | 34,508,246 |
Institutional managers
318 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,650,537 | 500.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,560,556 | 233.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,902,744 | 190M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 2,575,172 | 168.6M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,542,692 | 101M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,360,553 | 89.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,096,799 | 70.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 944,868 | 61.9M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 908,558 | 59.5K $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 878,588 | 57.5M $ | as of Mar 31, 2026 |
| COOKE & BIELER LP | 789,302 | 51.7M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 744,889 | 48.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 737,587 | 48.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 699,183 | 45.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 691,361 | 45.3M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 675,496 | 44.2M $ | as of Mar 31, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | 587,253 | 38.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 581,213 | 38M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 530,175 | 34.7M $ | as of Mar 31, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 524,180 | 34.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 504,365 | 33M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 495,707 | 27.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 430,394 | 28.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 427,481 | 28M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 416,739 | 26.9M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.23 % | 3,287,307 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.27 % | 2,780,059 | as 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