증권 기록 · 과거 분기 (아카이브)
WSFS
WSFS Financial Corporation · Financial Services · Banks - Regional
109추적 보유자
+1Δ 보유자
36.11M보유 주식 수
$2.36B보고 가치
+7신규 편입 포지션
−7청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +0.9% ·
주식 흐름 -2.7% ·
순 신규 포지션 0.0%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (패시브) | 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 ✦ (패시브) | 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 ✦ (패시브) | 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 | 신규 | $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 | 신규 | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 62 | Lazard Asset Management Llc | 26.36K | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Norges Bank | $39.19M | 이었음 0.0% |
| Boston Partners | $18.87M | 이었음 0.0% |
| Point72 Asset Management | $12.27M | 이었음 0.0% |
| Assenagon Asset Management… | $746,071 | 이었음 0.0% |
| GAMCO Investors | $652,329 | 이었음 0.0% |
| Danske Bank A/S | $5,524 | 이었음 0.0% |
| Optiver Holding B.V. | $5,248 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 323 보유 기관, 45.98M 주식, $2.89B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Sep 10
DONAHUE MICHAEL J
Director · 3.25K 주(sh) · $258,007
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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