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
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,485490K $0.12 %0.01 %as of Mar 31, 2026
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,870449.7K $0.02 %0.01 %as of Mar 31, 2026
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 6,763429.5K $0.17 %0.01 %as of Feb 28, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,637477.7K $0.26 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,541428.2K $0.12 %0.01 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,445421.9K $0.13 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,385418K $0.12 %0.01 %as of Mar 31, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 6,270398.2K $0.01 %0.01 %as of Feb 27, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 6,112400.1K $0.23 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 5,969429.6K $0.05 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,875384.6K $0.12 %0.01 %as of Mar 31, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 5,748413.7K $0.06 %0.01 %as of Apr 30, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,724412K $0.12 %0.01 %as of Apr 30, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,597402.8K $0.01 %0.01 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,511350K $0.13 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,169338.4K $0.02 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 5,037319.9K $0.26 %0.01 %as of Feb 28, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,815315.2K $0.17 %0.01 %as of Mar 31, 2026
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 4,771312.3K $0.11 %0.01 %as of Mar 31, 2026
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 4,754311.2K $0.05 %0.01 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 4,614302K $0.08 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,594291.8K $0.01 %0.01 %as of Feb 28, 2026
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 4,575329.3K $1.11 %0.01 %as of Apr 30, 2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,500285.8K $0.11 %0.01 %as of Feb 28, 2026
Venerable US Small Cap Fund Venerable Variable Insurance Trust 4,472292.7K $0.21 %0.01 %as of Mar 31, 2026
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,400288K $0.24 %0.01 %as of Mar 31, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,377286.5K $0.14 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,373286.3K $0.11 %0.01 %as of Mar 31, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,252306K $0.12 %0.01 %as of Apr 30, 2026
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 4,227276.7K $1.15 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,192274.4K $0.22 %0.01 %as of Mar 31, 2026
iShares MSCI World Small-Cap ETF iShares Trust 4,045256.9K $0.03 %0.01 %as of Feb 28, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,028263.7K $0.12 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,012262.6K $0.02 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,678240.8K $0.00 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,657239.4K $0.05 %0.01 %as of Mar 31, 2026
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,590235K $0.00 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 3,467220.2K $0.08 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 3,456219.5K $0.06 %0.01 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,434247.1K $0.01 %0.01 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,405222.9K $0.03 %0.01 %as of Mar 31, 2026
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 3,377243K $0.19 %0.01 %as of Apr 30, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,324217.6K $0.12 %0.01 %as of Mar 31, 2026
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,324211.1K $0.89 %0.01 %as of Feb 28, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,862206K $0.01 %0.01 %as of Apr 30, 2026
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,735196.8K $0.01 %0.01 %as of Apr 30, 2026
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,639189.9K $0.10 %0.01 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 2,520165K $0.00 %0.00 %as of Mar 31, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,471161.8K $0.01 %0.00 %as of Mar 31, 2026
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,454160.6K $0.13 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 2,427154.1K $0.10 %0.00 %as of Feb 28, 2026
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 2,406157.5K $0.52 %0.00 %as of Mar 31, 2026
iShares Morningstar Small-Cap ETF iShares Trust 2,356169.6K $0.06 %0.00 %as of Apr 30, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,305150.9K $0.02 %0.00 %as of Mar 31, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,279144.7K $0.02 %0.00 %as of Feb 28, 2026
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,277149.1K $0.21 %0.00 %as of Mar 31, 2026
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 2,227145.8K $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 2,174142.3K $0.67 %0.00 %as of Mar 31, 2026
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 2,058148.1K $0.02 %0.00 %as of Apr 30, 2026
JPMorgan Diversified Fund JPMorgan Trust I 2,050134.2K $0.03 %0.00 %as of Mar 31, 2026
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 2,002131.1K $0.60 %0.00 %as of Mar 31, 2026
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,978142.4K $0.18 %0.00 %as of Apr 30, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,892136.2K $0.03 %0.00 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,862121.9K $0.00 %0.00 %as of Mar 31, 2026
S&P SmallCap Index Fund SHELTON FUNDS 1,862118.3K $0.22 %0.00 %as of Feb 28, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,786128.5K $0.17 %0.00 %as of Apr 30, 2026
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,738113.8K $0.00 %0.00 %as of Mar 31, 2026
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 1,724112.9K $0.20 %0.00 %as of Mar 31, 2026
Avantis U.S. Equity Fund American Century ETF Trust 1,54598.1K $0.01 %0.00 %as of Feb 28, 2026
Avantis Total Equity Markets ETF American Century ETF Trust 1,52596.9K $0.01 %0.00 %as of Feb 28, 2026
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,47496.5K $0.12 %0.00 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,40889.4K $0.08 %0.00 %as of Feb 28, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,39788.7K $0.01 %0.00 %as of Feb 28, 2026
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,32884.3K $0.01 %0.00 %as of Feb 28, 2026
NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust 1,30485.4K $0.35 %0.00 %as of Mar 31, 2026
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,30085.1K $0.01 %0.00 %as of Mar 31, 2026
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,26983.1K $0.01 %0.00 %as of Mar 31, 2026
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,25980K $0.14 %0.00 %as of Feb 28, 2026
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,14582.4K $0.01 %0.00 %as of Apr 30, 2026
The U.S. Equity Portfolio HC Capital Trust 1,13574.3K $0.00 %0.00 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,07370.2K $0.01 %0.00 %as of Mar 31, 2026
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 1,05469K $0.01 %0.00 %as of Mar 31, 2026
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,03274.3K $0.05 %0.00 %as of Apr 30, 2026
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,02567.1K $0.91 %0.00 %as of Mar 31, 2026
BANKS ULTRASECTOR PROFUND ProFunds 92766.7K $0.84 %0.00 %as of Apr 30, 2026
Total Stock Market Index Trust John Hancock Variable Insurance Trust 87457.2K $0.01 %0.00 %as of Mar 31, 2026
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 81553.3K $0.00 %0.00 %as of Mar 31, 2026
GuideMark Small/Mid Cap Core Fund GPS Funds I 80752.8K $0.06 %0.00 %as of Mar 31, 2026
Banking Fund Rydex Series Funds 64942.5K $0.60 %0.00 %as of Mar 31, 2026
PROFUND VP SMALLCAP VALUE ProFunds 63141.3K $0.21 %0.00 %as of Mar 31, 2026
PROFUND VP BANKS ProFunds 61740.4K $1.01 %0.00 %as of Mar 31, 2026
ULTRA SMALL CAP PROFUND ProFunds 60243.3K $0.07 %0.00 %as of Apr 30, 2026
ProShares Ultra SmallCap600 ProShares Trust 59938K $0.15 %0.00 %as of Feb 28, 2026
PROFUND VP SMALLCAP GROWTH ProFunds 56436.9K $0.25 %0.00 %as of Mar 31, 2026
Longview Advantage ETF RBB Fund Trust 54134.4K $0.01 %0.00 %as of Feb 28, 2026
Banking Fund Rydex Variable Trust 53034.7K $0.60 %0.00 %as of Mar 31, 2026
Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II 48630.9K $1.09 %0.00 %as of Feb 28, 2026
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 46133.2K $0.29 %0.00 %as of Apr 30, 2026
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 34322.5K $0.00 %0.00 %as of Mar 31, 2026
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 30622K $0.69 %0.00 %as of Apr 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
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