WSFS FINANCIAL CORP (WSFS) — Institutional Holders, Q2 2026
357 institutional investment managers reported a WSFS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WSFS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Qube Research & Technologies LtdAdded · +338,958 sh+$26.0M
- FMRAdded · +277,278 sh+$21.3M
- TWO SIGMA INVESTMENTSAdded · +251,298 sh+$19.3M
- GEODE CAPITAL MANAGEMENTAdded · +210,058 sh+$16.1M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.Added · +180,903 sh+$13.9M
Biggest sellers
- COOKE & BIELERTrimmed · -458,962 sh-$35.2M
- NOMURA ASSET MANAGEMENT INTERNATIONALTrimmed · -377,447 sh-$29.0M
- PALISADE CAPITAL MANAGEMENTTrimmed · -307,628 sh-$23.6M
- JPMORGAN CHASETrimmed · -268,401 sh-$20.6M
- FRANKLIN RESOURCESTrimmed · -264,998 sh-$20.3M
WSFS 13F holders ranked 1–100 of 357
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 7,515,901 sh | 7,515,901 | $576.7M | <0.01% | -1.8% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 3,572,913 sh | 3,572,913 | $274.2M | 0.05% | +0.3% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT#3 · 3,312,116 sh | 3,312,116 | $254.1M | 0.01% | +1.7% |
| 4 | STATE STREET#4 · 3,032,754 sh | 3,032,754 | $232.7M | <0.01% | +4.5% |
| 5 | FRANKLIN RESOURCES#5 · 2,310,174 sh | 2,310,174 | $177.3M | 0.04% | -10.3% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 2,255,877 sh | 2,255,877 | $173.1M | <0.01% | -4.7% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 1,570,611 sh | 1,570,611 | $120.5M | <0.01% | +15.4% |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL#8 · 1,165,245 sh | 1,165,245 | $89.4M | 0.13% | -24.5% |
| 9 | Invesco Ltd.#9 · 1,052,326 sh | 1,052,326 | $80.7M | <0.01% | +11.4% |
| 10 | PZENA INVESTMENT MANAGEMENT#10 · 888,496 sh | 888,496 | $68.2M | 0.20% | +1.1% |
| 11 | T. Rowe Price Investment Management#11 · 861,436 sh | 861,436 | $66.1M | 0.04% | -5.2% |
| 12 | JPMORGAN CHASE#12 · 828,398 sh | 828,398 | $63.7M | <0.01% | -24.5% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT#13 · 735,191 sh | 735,191 | $56.4M | <0.01% | +5.2% |
| 14 | BROWN ADVISORY#14 · 731,582 sh | 731,582 | $56.1M | 0.09% | -1.8% |
| 15 | AMERICAN CENTURY COMPANIES#15 · 715,383 sh | 715,383 | $54.9M | 0.02% | +3.5% |
| 16 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#16 · 705,083 sh | 705,083 | $54.1M | 0.48% | +34.5% |
| 17 | BANK OF AMERICA#17 · 646,080 sh | 646,080 | $49.6M | <0.01% | -12.4% |
| 18 | NORGES BANK#18 · 638,922 sh | 638,922 | $49.0M | <0.01% | — |
| 19 | GOLDMAN SACHS GROUP#19 · 612,403 sh | 612,403 | $47.0M | <0.01% | +21.4% |
| 20 | NORTHERN#20 · 607,642 sh | 607,642 | $46.6M | <0.01% | +4.5% |
| 21 | FRONTIER CAPITAL MANAGEMENT#21 · 535,179 sh | 535,179 | $41.1M | 0.38% | -20.8% |
| 22 | PRINCIPAL FINANCIAL GROUP#22 · 534,461 sh | 534,461 | $41.0M | 0.02% | +25.0% |
| 23 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#23 · 521,623 sh | 521,623 | $40.0M | 0.03% | -1.6% |
| 24 | TWO SIGMA INVESTMENTS#24 · 504,502 sh | 504,502 | $38.7M | 0.03% | +99.2% |
| 25 | MORGAN STANLEY#25 · 433,570 sh | 433,570 | $33.3M | <0.01% | +0.7% |
| 26 | RAYMOND JAMES FINANCIAL#26 · 388,295 sh | 388,295 | $29.8M | <0.01% | -6.8% |
| 27 | Bank of New York Mellon#27 · 387,352 sh | 387,352 | $29.7M | <0.01% | +0.1% |
| 28 | Nuveen#28 · 364,947 sh | 364,947 | $28.0M | <0.01% | +33.3% |
| 29 | Qube Research & Technologies Ltd#29 · 351,205 sh | 351,205 | $26.9M | 0.03% | +2767.7% |
| 30 | abrdn plc#30 · 349,353 sh | 349,353 | $26.8M | 0.04% | -10.7% |
| 31 | FMR#31 · 345,298 sh | 345,298 | $26.5M | <0.01% | +407.6% |
| 32 | VANGUARD FIDUCIARY#32 · 343,779 sh | 343,779 | $26.4M | <0.01% | -1.5% |
| 33 | COOKE & BIELER#33 · 330,340 sh | 330,340 | $25.3M | — | -58.1% |
| 34 | WELLINGTON MANAGEMENT GROUP LLP#34 · 307,789 sh | 307,789 | $23.6M | <0.01% | +111.7% |
| 35 | PALISADE CAPITAL MANAGEMENT#35 · 279,625 sh | 279,625 | $21.5M | 0.93% | -52.4% |
| 36 | AQR CAPITAL MANAGEMENT#36 · 256,901 sh | 256,901 | $19.7M | <0.01% | 0.0% |
| 37 | NEW YORK STATE COMMON RETIREMENT FUND#37 · 233,296 sh | 233,296 | $17.9M | 0.02% | +0.8% |
| 38 | ALLIANCEBERNSTEIN L.P.#38 · 267,211 sh | 267,211 | $17.5M | <0.01% | -46.1% |
| 39 | Fisher Asset Management#39 · 227,957 sh | 227,957 | $17.5M | <0.01% | 0.0% |
| 40 | CITADEL ADVISORS#40 · 189,946 sh | 189,946 | $14.6M | <0.01% | +73.7% |
| 41 | ALGERT GLOBAL#41 · 183,668 sh | 183,668 | $14.1M | 0.17% | +111.5% |
| 42 | PUBLIC SECTOR PENSION INVESTMENT BOARD#42 · 178,776 sh | 178,776 | $13.7M | 0.04% | -6.4% |
| 43 | Clearbridge Investments#43 · 168,798 sh | 168,798 | $13.0M | 0.01% | -11.9% |
| 44 | WELLS FARGO & COMPANY#44 · 166,593 sh | 166,593 | $12.8M | <0.01% | +16.1% |
| 45 | Bridgewater Associates#45 · 158,444 sh | 158,444 | $12.2M | 0.05% | +77.4% |
| 46 | Allspring Global Investments#46 · 147,373 sh | 147,373 | $11.6M | 0.02% | +10.0% |
| 47 | NATIXIS ADVISORS#47 · 146,590 sh | 146,590 | $11.2M | 0.01% | +27.3% |
| 48 | VICTORY CAPITAL MANAGEMENT#48 · 143,422 sh | 143,422 | $11.0M | <0.01% | +11.3% |
| 49 | EARNEST PARTNERS#49 · 139,342 sh | 139,342 | $10.7M | 0.04% | -3.7% |
| 50 | RHUMBLINE ADVISERS#50 · 131,995 sh | 131,995 | $10.1M | <0.01% | -11.4% |
| 51 | Legal & General Group Plc#51 · 119,213 sh | 119,213 | $9.1M | <0.01% | -2.6% |
| 52 | CRAWFORD INVESTMENT COUNSEL#52 · 118,806 sh | 118,806 | $9.1M | 0.15% | -0.8% |
| 53 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#53 · 118,291 sh | 118,291 | $9.1M | <0.01% | -0.3% |
| 54 | SEI INVESTMENTS#54 · 117,812 sh | 117,812 | $9.0M | <0.01% | -32.5% |
| 55 | ENVESTNET ASSET MANAGEMENT#55 · 109,365 sh | 109,365 | $8.4M | <0.01% | -2.2% |
| 56 | LORD, ABBETT#56 · 108,676 sh | 108,676 | $8.3M | 0.02% | -22.1% |
| 57 | PRUDENTIAL FINANCIAL#57 · 107,970 sh | 107,970 | $8.3M | <0.01% | +18.9% |
| 58 | TUDOR INVESTMENT ET AL#58 · 105,538 sh | 105,538 | $8.1M | 0.01% | +238.1% |
| 59 | ACADIAN ASSET MANAGEMENT#59 · 105,175 sh | 105,175 | $8.1M | <0.01% | +490.5% |
| 60 | Swiss National Bank#60 · 104,740 sh | 104,740 | $8.0M | <0.01% | -3.1% |
| 61 | UBS Group AG#61 · 103,247 sh | 103,247 | $7.9M | <0.01% | -58.5% |
| 62 | AMERIPRISE FINANCIAL#62 · 94,670 sh | 94,670 | $7.3M | <0.01% | -6.6% |
| 63 | Point72 Asset Management, L.P.#63 · 93,097 sh | 93,097 | $7.1M | <0.01% | New |
| 64 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#64 · 91,483 sh | 91,483 | $7.0M | <0.01% | +422.1% |
| 65 | INTECH INVESTMENT MANAGEMENT#65 · 87,297 sh | 87,297 | $6.7M | 0.06% | +22.2% |
| 66 | FIRST ADVISORS#66 · 85,061 sh | 85,061 | $6.5M | <0.01% | -20.6% |
| 67 | Edgestream Partners, L.P.#67 · 84,416 sh | 84,416 | $6.5M | 0.19% | New |
| 68 | PRICE T ROWE ASSOCIATES#68 · 79,413 sh | 79,413 | $6.1M | <0.01% | -35.9% |
| 69 | Wilmington Savings Fund Society, FSB#69 · 78,398 sh | 78,398 | $6.0M | — | 0.0% |
| 70 | BNP Paribas Asset Management Holding S.A.#70 · 76,023 sh | 76,023 | $5.8M | <0.01% | -0.8% |
| 71 | GREAT LAKES ADVISORS#71 · 74,597 sh | 74,597 | $5.7M | 0.04% | -18.9% |
| 72 | MILLENNIUM MANAGEMENT#72 · 72,300 sh | 72,300 | $5.5M | <0.01% | +75.7% |
| 73 | BESSEMER GROUP#73 · 70,884 sh | 70,884 | $5.4M | <0.01% | +0.1% |
| 74 | WINTON GROUP Ltd#74 · 65,328 sh | 65,328 | $5.0M | 0.16% | New |
| 75 | ROYAL BANK OF CANADA#75 · 61,293 sh | 61,293 | $4.7M | <0.01% | -4.3% |
| 76 | LAZARD ASSET MANAGEMENT#76 · 60,598 sh | 60,598 | $4.6M | <0.01% | +129.9% |
| 77 | COMMONWEALTH EQUITY SERVICES#77 · 58,891 sh | 58,891 | $4.5M | <0.01% | +230.6% |
| 78 | CITIGROUP#78 · 57,524 sh | 57,524 | $4.4M | <0.01% | +21.5% |
| 79 | DEUTSCHE BANK AG\#79 · 55,456 sh | 55,456 | $4.3M | <0.01% | +22.5% |
| 80 | Universal- Beteiligungs- und Servicegesellschaft mbH#80 · 54,392 sh | 54,392 | $4.2M | <0.01% | -14.3% |
| 81 | BNP PARIBAS FINANCIAL MARKETS#81 · 50,291 sh | 50,291 | $3.9M | <0.01% | +315.2% |
| 82 | VANGUARD ASSET MANAGEMENT, Ltd#82 · 49,162 sh | 49,162 | $3.8M | <0.01% | +4.4% |
| 83 | Russell Investments Group, Ltd.#83 · 46,274 sh | 46,274 | $3.6M | <0.01% | +166.9% |
| 84 | Pathstone#84 · 45,351 sh | 45,351 | $3.5M | 0.01% | +37.7% |
| 85 | BRIDGEWAY CAPITAL MANAGEMENT#85 · 42,059 sh | 42,059 | $3.2M | 0.06% | 0.0% |
| 86 | GREAT WEST LIFE ASSURANCE#86 · 42,082 sh | 42,082 | $3.2M | <0.01% | -5.6% |
| 87 | BARCLAYS PLC#87 · 39,938 sh | 39,938 | $3.1M | <0.01% | +23.5% |
| 88 | HANTZ FINANCIAL SERVICES#88 · 38,209 sh | 38,209 | $2.9M | 0.04% | -5.0% |
| 89 | THRIVENT FINANCIAL FOR LUTHERANS#89 · 35,022 sh | 35,022 | $2.7M | <0.01% | -4.0% |
| 90 | Rafferty Asset Management#90 · 32,841 sh | 32,841 | $2.5M | <0.01% | -23.6% |
| 91 | Integrated Quantitative Investments#91 · 31,933 sh | 31,933 | $2.5M | 0.40% | +77.1% |
| 92 | MetLife Investment Management#92 · 30,896 sh | 30,896 | $2.4M | 0.01% | +6.2% |
| 93 | Horizon Investments#93 · 30,766 sh | 30,766 | $2.4M | 0.02% | +115.5% |
| 94 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#94 · 30,605 sh | 30,605 | $2.3M | — | -8.9% |
| 95 | Vanguard Global Advisers#95 · 29,598 sh | 29,598 | $2.3M | <0.01% | -3.2% |
| 96 | State of Tennessee, Treasury Department#96 · 28,442 sh | 28,442 | $2.2M | <0.01% | -26.4% |
| 97 | Engineers Gate Manager#97 · 27,802 sh | 27,802 | $2.1M | 0.03% | New |
| 98 | Illinois Municipal Retirement Fund#98 · 27,163 sh | 27,163 | $2.1M | 0.02% | -3.8% |
| 99 | FIFTH THIRD BANCORP#99 · 27,078 sh | 27,078 | $2.1M | <0.01% | -5.8% |
| 100 | WEDGE CAPITAL MANAGEMENT L L P#100 · 26,032 sh | 26,032 | $2.0M | — | -5.0% |
Funds that sold out of WSFS in Q2 2026 (34)
Held WSFS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.