Latest Period
Q2 2026
Security Snapshot
WSFS FINANCIAL CORP - Common Stock (WSFS) Institutional Ownership
CUSIP: 929328102
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
244
Shares (Excl. Options)
29,833,295
Price
$76.73
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- Security type / class
- Equity / Common Stock
- Symbol
- WSFS on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 29,833,295
- Total 13F value
- $2,289,277,560
- Portfolio coverage rank
- 0%
- Share change
- +964,524
- Value change
- +$74,598,299
- Number of holders
- 244
- Shares outstanding
- 52,752,543
- SEC-reported price per share
- $76.73
- Insider filing price
- $76.73
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- WSFS - WSFS FINANCIAL CORP - Common Stock is tracked under CUSIP 929328102.
- 244 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 330 to 244 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,075,015,430 to $2,289,277,560.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 244 institutions filings for Q2 2026.
Security key
929328102
Latest holder period
Q2 2026
13F holders
244
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
WSFS full holder history
WSFS FINANCIAL CORP SEC filings
WSFS FINANCIAL CORP company facts
WSFS FINANCIAL CORP insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 929328102:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
WSFS
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $195,021,139 | 2,780,059 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 244 institutional investors reported holding 29,833,295 shares of WSFS FINANCIAL CORP - Common Stock (WSFS). This represents 57% of the company’s total 52,752,543 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
68%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 7,515,901 | -1.8% | 0.01% | $576,695,133 |
| DIMENSIONAL FUND ADVISORS LP | 6.8% | 3,572,913 | +0.35% | 0.05% | $274,150,297 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.3% | 3,312,116 | +1.7% | 0.01% | $254,138,661 |
| STATE STREET CORP | 5.7% | 3,032,754 | +4.5% | 0.01% | $232,701,736 |
| FRANKLIN RESOURCES INC | 4.4% | 2,310,174 | -10% | 0.04% | $177,259,650 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.3% | 2,255,877 | -4.7% | 0% | $173,093,442 |
| GEODE CAPITAL MANAGEMENT, LLC | 3% | 1,570,611 | +15% | 0.01% | $120,530,820 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.2% | 1,165,245 | -24% | 0.13% | $89,411,000 |
| Invesco Ltd. | 2% | 1,052,326 | +11% | 0.01% | $80,744,974 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.7% | 888,496 | +1.1% | 0.2% | $68,174,298 |
| JPMORGAN CHASE & CO | 1.6% | 828,398 | -24% | 0% | $63,723,127 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4% | 735,191 | +5.2% | 0.01% | $56,411,205 |
| BROWN ADVISORY INC | 1.4% | 731,582 | -1.8% | 0.09% | $56,134,197 |
| AMERICAN CENTURY COMPANIES INC | 1.4% | 715,383 | +3.5% | 0.02% | $54,891,380 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.3% | 705,083 | +35% | 0.48% | $54,101,018 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 646,080 | -12% | 0% | $49,573,720 |
| NORGES BANK | 1.2% | 638,922 | 0% | $49,024,485 | |
| GOLDMAN SACHS GROUP INC | 1.2% | 612,403 | +21% | 0% | $46,989,671 |
| NORTHERN TRUST CORP | 1.2% | 607,642 | +4.5% | 0.01% | $46,624,370 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1% | 535,179 | -21% | 0.38% | $41,064,285 |
| PRINCIPAL FINANCIAL GROUP INC | 1% | 534,461 | +25% | 0.02% | $41,009,191 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.99% | 521,623 | -1.6% | 0.03% | $40,024,133 |
| TWO SIGMA INVESTMENTS, LP | 0.96% | 504,502 | +99% | 0.03% | $38,710,438 |
| MORGAN STANLEY | 0.82% | 433,570 | +0.74% | 0% | $33,267,943 |
| RAYMOND JAMES FINANCIAL INC | 0.74% | 388,295 | -6.8% | 0.01% | $29,793,891 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 29,833,295 | $2,289,277,560 | +$74,598,299 | $76.73 | 244 |
| 2026 Q1 | 47,077,048 | $3,075,015,430 | -$80,755,078 | $65.46 | 330 |
| 2025 Q4 | 48,604,686 | $2,685,398,374 | -$254,536,883 | $55.24 | 315 |
| 2025 Q3 | 51,789,125 | $2,795,064,440 | +$23,475,729 | $53.93 | 288 |
| 2025 Q2 | 51,307,734 | $2,821,947,129 | -$71,213,054 | $55.00 | 282 |
| 2025 Q1 | 52,621,745 | $2,729,356,651 | -$62,917,972 | $51.87 | 259 |
| 2024 Q4 | 53,836,785 | $2,860,406,372 | +$43,570,295 | $53.13 | 248 |
| 2024 Q3 | 53,032,072 | $2,706,452,126 | -$18,723,984 | $50.99 | 259 |
| 2024 Q2 | 53,338,293 | $2,506,703,930 | -$21,403,515 | $47.00 | 228 |
| 2024 Q1 | 53,867,029 | $2,430,896,066 | +$19,538,510 | $45.14 | 239 |
| 2023 Q4 | 53,302,986 | $2,448,253,439 | +$12,291,414 | $45.93 | 240 |
| 2023 Q3 | 53,034,006 | $1,935,802,408 | -$23,026,042 | $36.50 | 215 |
| 2023 Q2 | 53,587,713 | $2,021,475,768 | -$16,468,410 | $37.72 | 205 |
| 2023 Q1 | 53,971,036 | $2,029,832,607 | -$12,116,025 | $37.61 | 219 |
| 2022 Q4 | 54,244,798 | $2,459,693,634 | -$31,330,646 | $45.34 | 224 |
| 2022 Q3 | 54,969,018 | $2,553,610,444 | -$205,921,734 | $46.46 | 228 |
| 2022 Q2 | 56,339,917 | $2,258,917,406 | -$12,671,001 | $40.09 | 224 |
| 2022 Q1 | 56,863,808 | $2,653,062,876 | +$554,599,363 | $46.62 | 222 |
| 2021 Q4 | 44,917,134 | $2,251,576,539 | +$78,123,076 | $50.12 | 192 |
| 2021 Q3 | 43,260,918 | $2,219,896,920 | +$38,732,153 | $51.31 | 182 |
| 2021 Q2 | 42,500,544 | $1,980,224,970 | -$32,459,398 | $46.59 | 183 |
| 2021 Q1 | 43,182,168 | $2,149,965,046 | +$76,615,380 | $49.79 | 183 |
| 2020 Q4 | 41,784,239 | $1,875,836,369 | -$43,042,751 | $44.88 | 162 |
| 2020 Q3 | 43,126,755 | $1,164,100,864 | -$2,788,175 | $26.97 | 149 |
| 2020 Q2 | 43,210,592 | $1,238,377,586 | +$23,682,233 | $28.70 | 165 |