Scheda del titolo · trimestre archiviato
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
109Holder monitorati
+1Δ titolari
36.11MQuote detenute
$2.36BValore dichiarato
+7Nuove posizioni
−7Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +0.9% ·
flusso azionario -2.7% ·
nuove posizioni nette 0.0%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 7.65M | -3.0% | $500.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 2 | Dimensional Fund Advisors Lp | 3.56M | -0.9% | $233.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passivo) | 2.90M | +0.3% | $190.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Franklin Resources Inc | 2.58M | +4.4% | $168.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 5 | Vanguard Capital Management Llc | 2.37M | — | $155.01M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Nomura Asset Management… | 1.54M | -6.7% | $100.99M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passivo) | 1.36M | -0.1% | $89.08M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 1.10M | -10.9% | $70.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 9 | Invesco Ltd. | 944.87K | -11.4% | $61.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 10 | Brown Advisory Inc | 744.89K | -5.5% | $48.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Bank Of America Corp /De/ | 737.59K | +11.4% | $48.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Charles Schwab Investment… | 699.18K | +0.4% | $45.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | American Century Companies Inc | 691.36K | +1.9% | $45.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northern Trust Corp | 581.21K | +0.1% | $38.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 15 | Manufacturers Life Insurance… | 530.17K | -3.2% | $34.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 504.37K | +7.3% | $33.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Morgan Stanley ✦ | 430.39K | -17.7% | $28.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 18 | Principal Financial Group Inc | 427.48K | +64.0% | $27.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Alliancebernstein L.P. | 495.71K | -14.5% | $27.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 416.74K | +0.8% | $26.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Aberdeen Group plc | 391.08K | +2.0% | $25.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Bank of New York Mellon Corp | 387.12K | -4.7% | $25.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 23 | Nuveen, LLC | 273.84K | +53.6% | $17.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | AQR Capital Management ✦ | 256.88K | +64.9% | $16.82M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 25 | Two Sigma Investments ✦ | 253.20K | +142.5% | $16.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | UBS Group AG | 248.89K | +15.9% | $16.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | New York State Common Retirement… | 231.40K | -5.4% | $15.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 227.91K | 0.0% | $14.92M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Clearbridge Investments, LLC | 191.62K | +29.7% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Sei Investments Co | 174.42K | +44.1% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Jane Street Group, Llc | 169.12K | +14.6% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Rhumbline Advisers | 148.95K | -1.6% | $9.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Wellington Management ✦ | 145.38K | -15.8% | $9.52M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 34 | Wells Fargo & Company/Mn | 143.55K | -25.1% | $9.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 35 | Allspring Global Investments… | 133.93K | -24.9% | $8.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Victory Capital Management Inc | 128.82K | +466.2% | $8.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | T. Rowe Price ✦ | 123.94K | -19.1% | $8.11M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 122.42K | -12.9% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | UBS AM, a distinct business unit of… | 118.64K | +1.6% | $7.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 40 | Envestnet Asset Management Inc | 111.85K | -2.6% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 109.33K | +92.2% | $7.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 42 | Swiss National Bank | 108.14K | -1.7% | $7.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | First Trust Advisors Lp | 107.20K | +17.9% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 101.31K | -6.3% | $6.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Prudential Financial Inc | 90.83K | +7.8% | $5.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bridgewater Associates ✦ | 89.34K | Nuovo | $5.85M | 0.0% | New | 1 | SEC ↗ |
| 47 | BNP Paribas Asset Management… | 76.61K | -4.7% | $5.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Fidelity (FMR) ✦ | 68.02K | +470.8% | $4.45M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 49 | California State Teachers… | 66.48K | +25.5% | $4.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 64.04K | -51.1% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Universal- Beteiligungs- und… | 63.50K | -7.2% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | D. E. Shaw & Co. ✦ | 51.50K | -30.9% | $3.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | Citigroup Inc | 47.35K | -6.4% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Deutsche Bank Ag\ | 45.25K | -3.4% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Susquehanna International Group, Llp | 43.73K | -2.3% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Millennium Management ✦ | 41.15K | -82.6% | $2.69M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 57 | Barclays Plc | 32.34K | -69.1% | $2.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Tudor Investment Corp Et Al | 31.22K | -77.2% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Fifth Third Bancorp | 28.73K | +11821.6% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | State Board Of Administration Of… | 27.10K | +55.7% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Hrt Financial Lp | 26.41K | Nuovo | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 62 | Lazard Asset Management Llc | 26.36K | Nuovo | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 63 | LPL Financial LLC | 25.41K | +15.0% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.05K | -3.5% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Hsbc Holdings Plc | 23.14K | -39.1% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 23.08K | -41.5% | $1.51M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 23.02K | 0.0% | $1.51M | 0.0% | Held | 2 | SEC ↗ |
| 68 | Canada Pension Plan Investment Board | 22.60K | 0.0% | $1.48M | 0.0% | Held | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 21.55K | -2.3% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 70 | Cetera Investment Advisers | 20.57K | +6.3% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Creative Planning | 18.99K | -36.2% | $1.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Commonwealth Equity Services, Llc | 17.81K | Nuovo | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 17.81K | +15.8% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Arrowstreet Capital ✦ | 17.52K | +42.9% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 17.34K | +2.2% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 76 | Cerity Partners LLC | 16.75K | +47.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Mariner, LLC | 16.19K | +39.0% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Man Group plc | 15.34K | -17.8% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Quantinno Capital Management LP | 14.17K | +50.1% | $927,460 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Qube Research & Technologies Ltd | 12.25K | -93.1% | $801,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Bnp Paribas Financial Markets | 12.11K | -6.8% | $792,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Tidal Investments LLC | 11.97K | +26.6% | $783,884 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Marshall Wace ✦ | 10.70K | Nuovo | $700,422 | 0.0% | New | 1 | SEC ↗ |
| 84 | Voya Investment Management Llc | 9.20K | -7.8% | $602,167 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Pictet Asset Management Holding SA | 8.95K | +11.3% | $585,540 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Cwm, Llc | 8.71K | +64.1% | $570,026 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 8.61K | +1874.8% | $546,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | ProShare Advisors LLC | 8.31K | -23.5% | $544,234 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Lido Advisors, LLC | 8.25K | +24.5% | $540,294 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 90 | Healthcare Of Ontario Pension Plan… | 8.08K | -83.8% | $528,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Stifel Financial Corp | 7.33K | +0.1% | $479,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Wealth Enhancement Advisory… | 6.91K | -3.6% | $458,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Mercer Global Advisors Inc /Adv | 6.97K | +36.1% | $456,463 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Focus Partners Wealth | 6.76K | +20.1% | $442,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | HighTower Advisors, LLC | 5.56K | -1.1% | $363,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Captrust Financial Advisors | 5.45K | +25.1% | $356,851 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | State Of Wisconsin Investment Board | 5.33K | Nuovo | $348,705 | 0.0% | New | 1 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 4.06K | 0.0% | $265,571 | 0.0% | Held | 2 | SEC ↗ |
| 99 | Us Bancorp \De\ | 4.05K | +5.2% | $264,917 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Truist Financial Corp | 4.02K | -6.7% | $263,215 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Bridgewater Associates | $5.85M | 0.0% |
| Hrt Financial Lp | $1.73M | 0.0% |
| Lazard Asset Management Llc | $1.73M | 0.0% |
| Commonwealth Equity Services… | $1.17M | 0.0% |
| Marshall Wace | $700,422 | 0.0% |
| State Of Wisconsin Investment… | $348,705 | 0.0% |
Uscito
| Norges Bank | $39.19M | era 0.0% |
| Boston Partners | $18.87M | era 0.0% |
| Point72 Asset Management | $12.27M | era 0.0% |
| Assenagon Asset Management… | $746,071 | era 0.0% |
| GAMCO Investors | $652,329 | era 0.0% |
| Danske Bank A/S | $5,524 | era 0.0% |
| Optiver Holding B.V. | $5,248 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 323 detentori, 45.98M azioni, $2.89B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Nessun acquisto insider sul mercato aperto nella nostra finestra di copertura.
Vendite sul mercato aperto (S)
Sep 10
DONAHUE MICHAEL J
Director · 3.25K az. · $258,007
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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