Security record · archived quarter
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
109Tracked holders
+2Δ holders
41.42MShares held
$2.29BReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.9% ·
share flow -4.1% ·
net new positions +2.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 110 | +4 | 37.04M | $2.84B | +10 | −6 |
| 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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.88M | -0.7% | $435.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (passive) | 5.96M | -2.9% | $329.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | Dimensional Fund Advisors Lp | 3.59M | — | $198.45M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 2.89M | -4.3% | $159.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Franklin Resources Inc | 2.47M | — | $136.21M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 6 | Nomura Asset Management… | 1.65M | — | $91.35M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 1.36M | -1.2% | $75.27M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 1.23M | -60.1% | $68.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 9 | Invesco Ltd. | 1.07M | — | $58.92M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 10 | Brown Advisory Inc | 788.58K | — | $43.56M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Norges Bank ✦ (passive) | 709.50K | New | $39.19M | 0.0% | New | 1 | SEC ↗ |
| 12 | Charles Schwab Investment… | 696.55K | — | $38.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | American Century Companies Inc | 678.62K | — | $37.49M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 662.30K | — | $36.59M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 15 | Northern Trust Corp | 580.56K | — | $32.07M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Alliancebernstein L.P. | 579.62K | — | $32.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Manufacturers Life Insurance… | 547.52K | — | $30.25M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 522.82K | +22.4% | $28.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 19 | Goldman Sachs Group ✦ | 470.19K | +71.5% | $25.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Raymond James Financial Inc | 413.62K | — | $23.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 406.11K | — | $22.43M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 22 | Aberdeen Group plc | 383.21K | — | $21.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Boston Partners | 340.77K | — | $18.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Principal Financial Group Inc | 260.64K | — | $14.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | New York State Common Retirement… | 244.67K | — | $13.52M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Millennium Management ✦ | 236.14K | -38.0% | $13.04M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 27 | Fisher Asset Management ✦ | 227.95K | 0.0% | $12.59M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 222.04K | New | $12.27M | 0.0% | New | 1 | SEC ↗ |
| 29 | UBS Group AG | 214.75K | — | $11.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | Wells Fargo & Company/Mn | 191.64K | — | $10.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | Nuveen, LLC | 178.27K | — | $9.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Allspring Global Investments… | 178.40K | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Qube Research & Technologies Ltd | 176.63K | — | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wellington Management ✦ | 172.64K | -6.8% | $9.54M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 35 | AQR Capital Management ✦ | 155.81K | +80.2% | $8.61M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 36 | T. Rowe Price ✦ | 153.23K | +99.8% | $8.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 37 | Rhumbline Advisers | 151.38K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Clearbridge Investments, LLC | 147.70K | — | $8.16M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 147.54K | — | $8.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Legal & General Group Plc | 140.58K | — | $7.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Tudor Investment Corp Et Al | 137.12K | — | $7.57M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 130.95K | — | $7.23M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 43 | Sei Investments Co | 121.00K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | UBS AM, a distinct business unit of… | 116.82K | — | $6.45M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 45 | Envestnet Asset Management Inc | 114.81K | — | $6.34M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Swiss National Bank | 110.04K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 108.11K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Barclays Plc | 104.76K | — | $5.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Two Sigma Investments ✦ | 104.41K | +1339.9% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | First Trust Advisors Lp | 90.91K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Prudential Financial Inc | 84.28K | — | $4.70M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | BNP Paribas Asset Management… | 80.34K | — | $4.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | D. E. Shaw & Co. ✦ | 74.52K | +342.8% | $4.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Universal- Beteiligungs- und… | 68.46K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 56.90K | -62.9% | $3.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | California State Teachers… | 52.96K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citigroup Inc | 50.59K | — | $2.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 58 | Healthcare Of Ontario Pension Plan… | 50.01K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Deutsche Bank Ag\ | 46.82K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Balyasny Asset Management L.P. | 44.95K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 44.75K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 39.48K | -71.3% | $2.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 63 | Hsbc Holdings Plc | 37.99K | — | $2.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 64 | Creative Planning | 29.75K | — | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.97K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Janus Henderson Group Plc | 23.02K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Victory Capital Management Inc | 22.75K | — | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Canada Pension Plan Investment Board | 22.60K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | LPL Financial LLC | 22.10K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 22.06K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 71 | Cetera Investment Advisers | 19.36K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Man Group plc | 18.66K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | State Board Of Administration Of… | 17.40K | — | $961,231 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 16.96K | — | $937,108 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 75 | Zurcher Kantonalbank (Zurich… | 15.38K | — | $849,536 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Assenagon Asset Management S.A. | 13.51K | — | $746,071 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bnp Paribas Financial Markets | 13.00K | — | $718,065 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Arrowstreet Capital ✦ | 12.26K | New | $677,298 | 0.0% | New | 1 | SEC ↗ |
| 79 | Fidelity (FMR) ✦ | 11.92K | +59.7% | $658,285 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 80 | GAMCO Investors ✦ | 11.81K | -13.2% | $652,329 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Mariner, LLC | 11.65K | — | $644,312 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Cerity Partners LLC | 11.33K | — | $625,709 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | ProShare Advisors LLC | 10.87K | — | $600,571 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Voya Investment Management Llc | 9.98K | — | $551,129 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Tidal Investments LLC | 9.46K | — | $522,349 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | Quantinno Capital Management LP | 9.44K | — | $521,390 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 8.04K | — | $443,909 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Wealth Enhancement Advisory… | 7.17K | — | $404,915 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Stifel Financial Corp | 7.32K | — | $404,581 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Lido Advisors, LLC | 6.63K | — | $359,695 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 91 | Focus Partners Wealth | 5.63K | — | $311,005 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | HighTower Advisors, LLC | 5.62K | — | $310,582 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cwm, Llc | 5.31K | — | $293,000 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Mercer Global Advisors Inc /Adv | 5.12K | — | $283,000 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Captrust Financial Advisors | 4.36K | — | $240,681 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Truist Financial Corp | 4.31K | — | $238,085 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Ensign Peak Advisors, Inc | 4.06K | — | $224,109 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Us Bancorp \De\ | 3.85K | — | $212,397 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | CIBC Asset Management Inc | 3.67K | — | $202,731 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 3.65K | — | $201,350 | 0.0% | n/c | 1 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $39.19M | 0.0% |
| Point72 Asset Management | $12.27M | 0.0% |
| Arrowstreet Capital | $677,298 | 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 10
DONAHUE MICHAEL J
Director · 3.25K sh · $258,007
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
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: Q4 2025 ·
Methodology ·
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