Security record · archived quarter
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
16Tracked holders
+4Δ holders
20.69MShares held
$1.14BReported value
+4New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +1.3% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
Ownership over time
| 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 | — | — |
Who holds it · Q2 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passive) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passive) | 3.00M | -3.6% | $164.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 1.42M | -1.3% | $77.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 1.42M | -1.3% | $77.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Norges Bank ✦ (passive) | 670.18K | 0.0% | $36.86M | 0.0% | Held | 5 | SEC ↗ |
| 25 | Millennium Management ✦ | 311.32K | +328.1% | $17.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 232.43K | +81.3% | $12.78M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 229.92K | +0.1% | $12.65M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Wellington Management ✦ | 193.67K | -3.6% | $10.65M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Wellington Management ✦ | 193.67K | -3.6% | $10.65M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | Wellington Management ✦ | 193.67K | -3.6% | $10.65M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Wellington Management ✦ | 193.67K | -3.6% | $10.65M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 32 | Wellington Management ✦ | 193.67K | -3.6% | $10.65M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 58.14K | +8.4% | $3.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | GAMCO Investors ✦ | 15.91K | New | $875,160 | 0.0% | New | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 15.87K | +53.4% | $872,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 15.87K | +53.4% | $872,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 15.87K | +53.4% | $872,852 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 13.77K | New | $757,350 | 0.0% | New | 1 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 7.57K | New | $416,130 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 5.50K | — | $302,321 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 5.50K | — | $302,321 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 5.38K | New | $295,790 | 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
| GAMCO Investors | $875,160 | 0.0% |
| D. E. Shaw & Co. | $757,350 | 0.0% |
| Two Sigma Investments | $416,130 | 0.0% |
| Citadel Advisors | $295,790 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2025 ·
Methodology ·
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