Security record · archived quarter
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
18Tracked holders
0Δ holders
23.56MShares held
$1.27BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.1% · net new positions -5.6% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 7.94M | -2.7% | $427.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passive) | 6.13M | -3.6% | $330.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passive) | 6.13M | -3.6% | $330.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passive) | 6.13M | -3.6% | $330.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passive) | 6.13M | -3.6% | $330.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passive) | 6.13M | -3.6% | $330.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passive) | 6.13M | -3.6% | $330.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 3.09M | — | $166.59M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | State Street Global Advisors ✦ (passive) | 3.02M | +0.9% | $163.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | Geode Capital Management ✦ (passive) | 1.38M | -2.6% | $74.41M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 34 | Geode Capital Management ✦ (passive) | 1.38M | -2.6% | $74.41M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 427.13K | — | $23.04M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Millennium Management ✦ | 381.06K | +22.4% | $20.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 274.21K | — | $14.79M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 274.21K | — | $14.79M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 274.21K | — | $14.79M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fisher Asset Management ✦ | 227.85K | -0.9% | $12.29M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | Wellington Management ✦ | 185.15K | -4.4% | $9.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 49 | Wellington Management ✦ | 185.15K | -4.4% | $9.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Wellington Management ✦ | 185.15K | -4.4% | $9.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 51 | Wellington Management ✦ | 185.15K | -4.4% | $9.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 52 | Wellington Management ✦ | 185.15K | -4.4% | $9.99M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 153.23K | +2749.3% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 153.23K | +2749.3% | $8.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Renaissance Technologies ✦ | 137.55K | -40.8% | $7.42M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 86.48K | +444.9% | $4.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 86.48K | +444.9% | $4.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 86.48K | +444.9% | $4.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 86.48K | +444.9% | $4.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 76.71K | +31.9% | $4.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 61 | T. Rowe Price ✦ | 76.71K | +31.9% | $4.14M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 16.83K | +22.2% | $907,696 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | GAMCO Investors ✦ | 13.61K | -14.5% | $734,041 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 7.46K | +35.8% | $402,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 7.46K | +35.8% | $402,446 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Two Sigma Investments ✦ | 7.25K | -4.2% | $391,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $36.86M | was 0.0% |
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: Q3 2025 ·
Methodology ·
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