Ficha del valor · trimestre archivado
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
109Tenedores rastreados
+2Δ titulares
41.42MAcciones mantenidas
$2.29BValor declarado
+3Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +1.9% ·
flujo de acciones -4.1% ·
nuevas posiciones netas +2.8%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 7.88M | -0.7% | $435.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (pasivo) | 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 ✦ (pasivo) | 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 ✦ (pasivo) | 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 ✦ (pasivo) | 709.50K | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $39.19M | 0.0% |
| Point72 Asset Management | $12.27M | 0.0% |
| Arrowstreet Capital | $677,298 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 323 tenedores, 45.98M acciones, $2.89B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 10
DONAHUE MICHAEL J
Director · 3.25K acc. · $258,007
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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