Effectdossier · gearchiveerd kwartaal
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
16Gevolgde houders
+4Δ houders
20.69MGehouden aandelen
$1.14BGerapporteerde waarde
+4Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +30.0% ·
aandelenstroom +1.3% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 8.16M | — | $448.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passief) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passief) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passief) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passief) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passief) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passief) | 6.36M | — | $349.85M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passief) | 3.00M | -3.6% | $164.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passief) | 1.42M | -1.3% | $77.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passief) | 1.42M | -1.3% | $77.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Norges Bank ✦ (passief) | 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 | Nieuw | $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 | Nieuw | $757,350 | 0.0% | New | 1 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 7.57K | Nieuw | $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 | Nieuw | $295,790 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 323 houders, 45.98M aandelen, $2.89B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2025 ·
Methodologie ·
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