Security key
929328102
- Type / Class
- Equity / COM
- Total 13F shares
- 53,587,713
- Share change
- -437,379
- Total reported value
- $2,021,475,768
- Put/Call ratio
- 0%
- Price per share
- $37.72
- Number of holders
- 205
- Value change
- -$16,468,410
- Number of buys
- 82
- Number of sells
- 117
Report period
Q2 2023
Institutions
205
Top holders
10
WSFS full security history
Newer quarter: Q3 2023
Previous quarter: Q1 2023
WSFS FINANCIAL CORP SEC filings
WSFS FINANCIAL CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 929328102
Recent filing periods:
Top shareholders of WSFS - WSFS FINANCIAL CORP - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
9,058,096
|
$340,674,999 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
7,122,021
|
$267,859,210 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
3,674,417
|
$138,194,729 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
2,930,306
|
$110,208,809 | — | 31 Mar 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
—
class O/S missing
|
2,506,404
|
$94,266,000 | — | 31 Mar 2023 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
2,366,472
|
$89,003,011 | — | 31 Mar 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
—
class O/S missing
|
2,025,265
|
$76,179,000 | — | 31 Mar 2023 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
—
class O/S missing
|
1,247,215
|
$46,907,756 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
1,233,043
|
$46,374,760 | — | 31 Mar 2023 | |
| PZENA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,051,347
|
$39,541,161 | — | 31 Mar 2023 | |
| COOKE & BIELER LP |
13F
|
Company |
—
class O/S missing
|
1,048,809
|
$39,445,706 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
957,748
|
$36,020,902 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
862,297
|
$32,430,990 | — | 31 Mar 2023 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
—
class O/S missing
|
861,509
|
$32,401,353 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
850,125
|
$31,973,214 | — | 31 Mar 2023 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
—
class O/S missing
|
843,238
|
$31,714,181 | — | 31 Mar 2023 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
791,181
|
$29,755,615 | — | 31 Mar 2023 | |
| BROWN ADVISORY INC |
13F
|
Company |
—
class O/S missing
|
733,777
|
$27,597,356 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
714,661
|
$26,878,399 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
671,369
|
$25,250,188 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
659,663
|
$24,809,925 | — | 31 Mar 2023 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
—
class O/S missing
|
645,810
|
$24,288,914 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
638,857
|
$24,027,403 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
570,166
|
$21,443,944 | — | 31 Mar 2023 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
—
class O/S missing
|
538,945
|
$20,269,721 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
457,775
|
$17,216,917 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
386,010
|
$14,517,871 | — | 31 Mar 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
372,303
|
$14,002,316 | — | 31 Mar 2023 | |
| EARNEST PARTNERS LLC |
13F
|
Company |
—
class O/S missing
|
339,933
|
$12,784,880 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
329,106
|
$12,378,000 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
291,259
|
$10,954,000 | — | 31 Mar 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
280,302
|
$10,542,000 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
257,493
|
$9,684,322 | — | 31 Mar 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
250,138
|
$9,407,690 | — | 31 Mar 2023 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
—
class O/S missing
|
249,748
|
$9,393,000 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
—
class O/S missing
|
235,655
|
$8,863,000 | — | 31 Mar 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
class O/S missing
|
204,748
|
$7,701,000 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
204,196
|
$7,680,000 | — | 31 Mar 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
202,557
|
$7,619,000 | — | 31 Mar 2023 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
199,094
|
$7,487,926 | — | 31 Mar 2023 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
195,321
|
$7,355,720 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
class O/S missing
|
181,969
|
$6,822,018 | — | 31 Mar 2023 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
179,338
|
$6,744,902 | — | 31 Mar 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
169,077
|
$6,358,986 | — | 31 Mar 2023 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
—
class O/S missing
|
167,684
|
$6,307,000 | — | 31 Mar 2023 | |
| Clearbridge Investments, LLC |
13F
|
Company |
—
class O/S missing
|
151,741
|
$5,706,988 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
132,940
|
$4,999,873 | — | 31 Mar 2023 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
130,361
|
$4,902,877 | — | 31 Mar 2023 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
—
class O/S missing
|
127,349
|
$4,790,000 | — | 31 Mar 2023 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
—
class O/S missing
|
122,226
|
$4,596,941 | — | 31 Mar 2023 |
Institutional Holders of WSFS FINANCIAL CORP - COM (WSFS) as of Q2 2023
As of 30 Jun 2023,
WSFS FINANCIAL CORP - COM (WSFS) was held by
205 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
53,587,713 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, T. Rowe Price Investment Management, Inc., FRANKLIN RESOURCES INC, MACQUARIE GROUP LTD, GEODE CAPITAL MANAGEMENT, LLC, Champlain Investment Partners, LLC, and PZENA INVESTMENT MANAGEMENT LLC.
This page lists
205
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
219
Q2 2023 holders
205
Holder diff
-14
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.