Company · Ownership research

WSFS FINANCIAL CORP WSFS

CIK 0000828944 · CUSIP 929328102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 929328102 (WSFS), not CUSIP 929328902 (WSFS), and does not merge CUSIPs.

This page lists the top 20 of 265 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	BlackRock, Inc. CIK 2012383 · View history	$442.19M 8,672,076 shares	0.01%	—	SEC filing ↗ Nov 13, 2024	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$357.93M 7,019,682 shares	0.01%	-125.08K(-1.80%)Reduced	SEC filing ↗ Nov 13, 2024	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$199.06M 3,904,017 shares	0.05%	+762(0.00%)Added	SEC filing ↗ Nov 7, 2024	▾
04	STATE STREET CORP CIK 93751 · View history	$154.52M 3,030,372 shares	0.01%	+87.78K(+3.00%)Added	SEC filing ↗ Nov 14, 2024	▾
05	FRANKLIN RESOURCES INC CIK 38777 · Amended · View history	$142.78M 2,782,098 shares	0.04%	-248.55K(-8.20%)Reduced	SEC filing ↗ Nov 27, 2024	▾
06	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$116.94M 2,293,280 shares	0.07%	-57.59K(-2.40%)Reduced	SEC filing ↗ Nov 14, 2024	▾
07	MACQUARIE GROUP LTD CIK 1418333 · View history	$86.39M 1,694,133 shares	0.09%	-37.72K(-2.20%)Reduced	SEC filing ↗ Nov 14, 2024	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$72.55M 1,422,616 shares	0.01%	-1.85K(-0.10%)Reduced	SEC filing ↗ Nov 12, 2024	▾
09	Champlain Investment Partners, LLC CIK 1315478 · View history	$66.29M 1,299,998 shares	0.40%	+14.79K(+1.20%)Added	SEC filing ↗ Nov 12, 2024	▾
10	BANK OF AMERICA CORP /DE/ CIK 70858 · Amended · View history	$51.20M 1,004,194 shares	0.00%	+5.59K(+0.60%)Added	SEC filing ↗ Nov 14, 2024	▾
11	Invesco Ltd. CIK 914208 · View history	$48.98M 960,567 shares	0.01%	+45.26K(+4.90%)Added	SEC filing ↗ Nov 12, 2024	▾
12	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$46.32M 908,428 shares	0.03%	+30.96K(+3.50%)Added	SEC filing ↗ Nov 12, 2024	▾
13	BROWN ADVISORY INC CIK 1345929 · View history	$43.13M 845,859 shares	0.05%	+14.05K(+1.70%)Added	SEC filing ↗ Nov 13, 2024	▾
14	PZENA INVESTMENT MANAGEMENT LLC CIK 1027796 · View history	$41.63M 816,470 shares	0.13%	-83.19K(-9.20%)Reduced	SEC filing ↗ Nov 8, 2024	▾
15	NORTHERN TRUST CORP CIK 73124 · View history	$40.78M 799,792 shares	0.01%	-21.40K(-2.60%)Reduced	SEC filing ↗ Nov 13, 2024	▾
16	ALLIANCEBERNSTEIN L.P. CIK 1109448 · View history	$40.71M 798,354 shares	0.01%	-78.07K(-8.90%)Reduced	SEC filing ↗ Nov 14, 2024	▾
17	COOKE & BIELER LP CIK 24386 · View history	$39.33M 771,353 shares	0.36%	-188.17K(-19.60%)Reduced	SEC filing ↗ Nov 8, 2024	▾
18	PALISADE CAPITAL MANAGEMENT, LP CIK 1009006 · View history	$38.90M 762,869 shares	1.03%	-46.62K(-5.80%)Reduced	SEC filing ↗ Nov 14, 2024	▾
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$36.76M 720,934 shares	0.01%	-1.16K(-0.20%)Reduced	SEC filing ↗ Nov 12, 2024	▾
20	FRONTIER CAPITAL MANAGEMENT CO LLC CIK 351173 · View history	$34.17M 670,156 shares	0.32%	+146.78K(+28.00%)Added	SEC filing ↗ Nov 14, 2024	▾

Showing 20 / 265 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

265

Cancelled or null records excluded

Disclosed shares

53,047,380

Not deduplicated across managers

Disclosed value

$2.71B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

WSFS FINANCIAL CORP · Q3 2024

Explore all 265 reporting institutions.

This page includes 20 of 265 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.