WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +1.3% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 112 | +5 | 37.05M | $2.84B | +11 | −5 |
| Q1 2026 | 109 | +1 | 36.11M | $2.36B | +7 | −7 |
| Q4 2025 | 109 | +2 | 41.42M | $2.29B | +3 | — |
| Q3 2025 | 18 | 0 | 23.56M | $1.27B | — | −1 |
| Q2 2025 | 16 | +4 | 20.69M | $1.14B | +4 | — |
| Q1 2025 | 9 | 0 | 5.91M | $306.43M | — | — |
| Q4 2024 | 9 | +1 | 6.04M | $321.13M | +1 | — |
| Q3 2024 | 7 | 0 | 2.65M | $135.36M | — | — |
| Q2 2024 | 7 | — | 2.77M | $130.28M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.31M | — | $176.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.41M | -1.1% | $74.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.41M | -1.1% | $74.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 616.89K | +25.0% | $32.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fisher Asset Management ✦ | 267.03K | +21.4% | $14.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 200.93K | -6.9% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wellington Management ✦ | 200.93K | -6.9% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 200.93K | -6.9% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 200.93K | -6.9% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wellington Management ✦ | 200.93K | -6.9% | $10.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 158.93K | -1.9% | $8.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 51.87K | -33.6% | $2.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Millennium Management ✦ | 22.01K | -64.6% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 5.11K | New | $271,335 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 5.11K | New | $271,335 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 5.11K | New | $271,335 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $271,335 | 0.0% |
| AQR Capital Management | $271,335 | 0.0% |
| AQR Capital Management | $271,335 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 323 holders, 45.98M shares, $2.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.