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	$443.29M 8,546,102 shares	0.01%	-152.32K(-1.80%)Reduced	SEC filing ↗ May 2, 2025	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$343.90M 6,630,107 shares	0.01%	-370.92K(-5.30%)Reduced	SEC filing ↗ May 9, 2025	▾
03	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$196.50M 3,788,407 shares	0.05%	-114.10K(-2.90%)Reduced	SEC filing ↗ May 13, 2025	▾
04	STATE STREET CORP CIK 93751 · View history	$161.15M 3,106,738 shares	0.01%	-207.37K(-6.30%)Reduced	SEC filing ↗ May 15, 2025	▾
05	FRANKLIN RESOURCES INC CIK 38777 · View history	$134.02M 2,583,825 shares	0.04%	+38.13K(+1.50%)Added	SEC filing ↗ May 13, 2025	▾
06	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$120.38M 2,320,766 shares	0.08%	+7.59K(+0.30%)Added	SEC filing ↗ May 14, 2025	▾
07	MACQUARIE GROUP LTD CIK 1418333 · Amended · View history	$99.39M 1,915,984 shares	0.12%	+227.19K(+13.50%)Added	SEC filing ↗ Aug 14, 2025	▾
08	JPMORGAN CHASE & CO CIK 19617 · View history	$82.24M 1,585,474 shares	0.01%	-102.35K(-6.10%)Reduced	SEC filing ↗ May 12, 2025	▾
09	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$74.44M 1,434,781 shares	0.01%	+27.66K(+2.00%)Added	SEC filing ↗ May 13, 2025	▾
10	Champlain Investment Partners, LLC CIK 1315478 · View history	$63.07M 1,215,921 shares	0.46%	-18.91K(-1.50%)Reduced	SEC filing ↗ May 14, 2025	▾
11	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$51.67M 996,176 shares	0.00%	+29.32K(+3.00%)Added	SEC filing ↗ May 15, 2025	▾
12	Invesco Ltd. CIK 914208 · View history	$50.29M 969,476 shares	0.01%	+15.28K(+1.60%)Added	SEC filing ↗ May 12, 2025	▾
13	COOKE & BIELER LP CIK 24386 · View history	$46.28M 892,286 shares	0.46%	+109.52K(+14.00%)Added	SEC filing ↗ May 2, 2025	▾
14	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$44.15M 851,215 shares	0.03%	-53.06K(-5.90%)Reduced	SEC filing ↗ May 13, 2025	▾
15	BROWN ADVISORY INC CIK 1345929 · View history	$41.90M 807,802 shares	0.06%	-19.23K(-2.30%)Reduced	SEC filing ↗ Apr 30, 2025	▾
16	PZENA INVESTMENT MANAGEMENT LLC CIK 1027796 · View history	$40.86M 787,809 shares	0.14%	-2.77K(-0.40%)Reduced	SEC filing ↗ May 2, 2025	▾
17	NORTHERN TRUST CORP CIK 73124 · View history	$40.45M 779,920 shares	0.01%	-29.41K(-3.60%)Reduced	SEC filing ↗ May 13, 2025	▾
18	FRONTIER CAPITAL MANAGEMENT CO LLC CIK 351173 · View history	$39.35M 758,599 shares	0.43%	+39.62K(+5.50%)Added	SEC filing ↗ May 15, 2025	▾
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · Amended · View history	$38.80M 748,085 shares	0.01%	+7.50K(+1.00%)Added	SEC filing ↗ Sep 15, 2025	▾
20	PALISADE CAPITAL MANAGEMENT, LP CIK 1009006 · View history	$38.80M 748,002 shares	1.11%	-24.70K(-3.20%)Reduced	SEC filing ↗ Apr 29, 2025	▾

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

53,291,780

Not deduplicated across managers

Disclosed value

$2.76B

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 · Q1 2025

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.