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 331 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	$500.80M 7,650,537 shares	0.01%	-234.29K(-3.00%)Reduced	SEC filing ↗ May 13, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$233.07M 3,560,556 shares	0.05%	-31.91K(-0.90%)Reduced	SEC filing ↗ May 7, 2026	▾
03	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$213.26M 3,257,822 shares	0.01%	—	SEC filing ↗ May 8, 2026	▾
04	STATE STREET CORP CIK 93751 · View history	$190.01M 2,902,744 shares	0.01%	+9.51K(+0.30%)Added	SEC filing ↗ May 15, 2026	▾
05	FRANKLIN RESOURCES INC CIK 38777 · View history	$168.57M 2,575,172 shares	0.04%	+109.38K(+4.40%)Added	SEC filing ↗ May 13, 2026	▾
06	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$155.01M 2,367,989 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
07	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 921739 · View history	$100.99M 1,542,692 shares	0.17%	-110.92K(-6.70%)Reduced	SEC filing ↗ May 15, 2026	▾
08	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$89.08M 1,360,553 shares	0.01%	-1.78K(-0.10%)Reduced	SEC filing ↗ May 15, 2026	▾
09	JPMORGAN CHASE & CO CIK 19617 · Amended · View history	$70.67M 1,096,799 shares	0.00%	-134.50K(-10.90%)Reduced	SEC filing ↗ May 13, 2026	▾
10	Invesco Ltd. CIK 914208 · Amended · View history	$61.85M 944,868 shares	0.01%	-121.72K(-11.40%)Reduced	SEC filing ↗ May 12, 2026	▾
11	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$59.48M 908,558 shares	0.04%	-25.39K(-2.70%)Reduced	SEC filing ↗ May 15, 2026	▾
12	PZENA INVESTMENT MANAGEMENT LLC CIK 1027796 · View history	$57.51M 878,588 shares	0.19%	+1.77K(+0.20%)Added	SEC filing ↗ Apr 24, 2026	▾
13	COOKE & BIELER LP CIK 24386 · View history	$51.67M 789,302 shares	0.58%	-266.60K(-25.20%)Reduced	SEC filing ↗ May 4, 2026	▾
14	BROWN ADVISORY INC CIK 1345929 · View history	$48.76M 744,889 shares	0.08%	-43.69K(-5.50%)Reduced	SEC filing ↗ May 15, 2026	▾
15	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$48.28M 737,587 shares	0.00%	+75.28K(+11.40%)Added	SEC filing ↗ May 18, 2026	▾
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history	$45.77M 699,183 shares	0.01%	+2.63K(+0.40%)Added	SEC filing ↗ May 15, 2026	▾
17	AMERICAN CENTURY COMPANIES INC CIK 748054 · View history	$45.26M 691,361 shares	0.02%	+12.74K(+1.90%)Added	SEC filing ↗ May 15, 2026	▾
18	FRONTIER CAPITAL MANAGEMENT CO LLC CIK 351173 · View history	$44.22M 675,496 shares	0.45%	-117.00K(-14.80%)Reduced	SEC filing ↗ May 15, 2026	▾
19	PALISADE CAPITAL MANAGEMENT, LP CIK 1009006 · View history	$38.44M 587,253 shares	1.28%	-46.72K(-7.40%)Reduced	SEC filing ↗ May 15, 2026	▾
20	NORTHERN TRUST CORP CIK 73124 · View history	$38.05M 581,213 shares	0.01%	+652(+0.10%)Added	SEC filing ↗ May 14, 2026	▾

Showing 20 / 331 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

331

Cancelled or null records excluded

Disclosed shares

47,079,980

Not deduplicated across managers

Disclosed value

$3.08B

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 2026

Explore all 331 reporting institutions.

This page includes 20 of 331 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.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 331 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"929328102","quarter":"2026Q1","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

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.