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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

346 managers (356 13F filers) reported a position in WSFS shares at 2026-06-30, 47,399,685 shares in all. 60 filers opened a position and 34 filers sold out during the quarter.

Managers
346
13F filers
356
New
60
Added
113
Reduced
109
Sold out
34
Shares held by filers
47,399,685

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hillsdale Investment Management Inc.5,040$387K0.01%+42013F-HRTimeline
CHOREO, LLC5,005$384K<0.01%+1,35213F-HRTimeline
Allegheny Financial Group4,976$382K0.04%+1313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,826$370K<0.01%+4513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,821$370K0.01%+44813F-HRTimelineGroup
Aigen Investment Management, LP4,608$354K0.1%new13F-HRTimeline
MQS Management LLC4,605$353K0.43%new13F-HRTimeline
Jacobi Capital Management LLC4,500$345K0.02%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,490$345K<0.01%new13F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,451$342K<0.01%+76513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC4,450$341K0.04%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,343$333K0.01%013F-HRTimelineGroup
Sanctuary Advisors, LLC4,196$322K<0.01%+94113F-HRTimeline
Prosperity Advisers, LLC4,112$316K0.23%013F-HRTimeline
Lansing Street Advisors4,103$315K0.07%+1113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,101$315K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,074$313K<0.01%+15513F-HRTimelineGroup
PROFUND ADVISORS LLC4,072$312K0.01%-5713F-HRTimeline
Ensign Peak Advisors, Inc4,057$311K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,039$310K0.03%+413F-HRTimeline
Cornerstone Investment Partners, LLC4,031$309K0.01%-19413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,955$303K<0.01%new13F-HRTimelineGroup
Stillwater Private Wealth, LLC3,568$289K0.19%-38513F-HRTimeline
Schonfeld Strategic Advisors LLC3,751$288K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC3,729$286K<0.01%+82413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,675$282K<0.01%-37213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,568$274K0.01%+55013F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,518$270K<0.01%-34913F-HRTimeline
BAILARD, INC.3,500$269K0.01%-8,30013F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al3,500$269K<0.01%new13F-HRTimeline
Cambria Investment Management, L.P.3,487$268K0.01%-1,08813F-HRTimeline
BLAIR WILLIAM & CO/IL3,396$261K<0.01%new13F-HRTimeline
Sensenig Capital Advisors, Inc3,300$253K0.23%013F-HRTimeline
BDFS Capital LLC3,252$250K0.11%013F-HRTimeline
Smartleaf Asset Management LLC3,243$249K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,194$245K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc3,158$242K<0.01%-40713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC3,105$238K0.02%new13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,101$238K0.06%new13F-HRTimeline
nVerses Capital, LLC3,072$236K0.36%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,019$232K0.03%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,988$229K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,959$227K<0.01%013F-HRTimelineGroup
FourThought Financial Partners, LLC2,937$225K0.02%-28413F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS2,929$225K<0.01%-54713F-HRTimelineGroup
Merit Financial Group, LLC2,910$223K<0.01%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,894$222K<0.01%-1,12713F-HRTimelineGroup
Diametric Capital, LP2,851$219K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,836$218K<0.01%new13F-HR/ATimeline
Baron Wealth Management LLC2,811$216K0.06%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,788$214K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,698$207K<0.01%+8513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,672$205K<0.01%-43813F-HRTimelineGroup
VISTA FINANCE, LLC2,667$205K0.11%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,650$203K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC2,414$185K0.01%+25613F-HRTimeline
LSV ASSET MANAGEMENT2,400$184K<0.01%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S2,270$174K<0.01%13F-HRTimelineGroup
Integrated Wealth Concepts LLC2,023$155K<0.01%new13F-HRTimeline
Hamilton Capital Partners Inc.1,983$152K<0.01%-94913F-HRTimeline
Clearstead Advisors, LLC1,933$148K<0.01%+3913F-HRTimeline
KBC Group NVin group KBC Group NV1,913$147K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,827$140K<0.01%13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,512$116K<0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/1,500$115K0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,491$114K<0.01%+22813F-HR/ATimeline
Arax Advisory Partners1,320$101K<0.01%+1,28313F-HRTimeline
Farther Finance Advisors, LLC1,258$96.5K<0.01%+8213F-HRTimeline
New Age Alpha Advisors, LLC1,252$96.1K<0.01%-5213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,100$84.5K<0.01%+2513F-HRTimelineGroup
Sterling Capital Management LLC1,071$82.2K<0.01%-71513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,000$76.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc936$71.8K<0.01%013F-HRTimeline
Seneschal Advisors, LLC888$68.1K0.05%-56213F-HRTimeline
Key Financial Inc851$65.3K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…833$63.9K<0.01%+4513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…831$63.8K<0.01%-38613F-HRTimelineGroup
VSM Wealth Advisory, LLC750$57.5K0.02%013F-HRTimeline
Allworth Financial LP609$46.7K<0.01%+14213F-HRTimeline
Amova Asset Management Americas, Inc.in group Amova Asset Management Americ…519$39.8K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC496$38.1K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.459$35.2K<0.01%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.461$35K<0.01%-9313F-HRTimeline
Costello Asset Management, INC430$33K0.01%013F-HRTimeline
IFP Advisors, Inc417$32K<0.01%+713F-HRTimeline
Salomon & Ludwin, LLC360$28.2K<0.01%013F-HRTimeline
Kemnay Advisory Services Inc.356$27.3K<0.01%+5913F-HRTimeline
Versant Capital Management, Inc324$24.9K<0.01%013F-HRTimeline
UMB Bank, n.a.288$22.1K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC257$19.7K<0.01%+413F-HRTimeline
Montgomery Financial Services LLC256$19.6K0.02%13F-HRTimeline
Parallel Advisors, LLC251$19.3K<0.01%013F-HRTimeline
Bare Financial Services, Inc248$19K<0.01%+10413F-HRTimeline
Essential Partners LLC216$16.6K0.01%-47813F-HRTimeline
Steward Partners Investment Advisory, L…204$15.7K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC176$13.5K0.01%013F-HRTimeline
Persistent Asset Partners Ltd158$12.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA149$11.4K<0.01%-1013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO131$10.1K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC109$8.36K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…107$8.21K<0.01%+113F-HRTimeline
Fulcrum Asset Management LLP102$7.82K<0.01%new13F-HRTimeline
CVA Family Office, LLC97$7.44K<0.01%+1313F-HRTimeline
Rossby Financial, LCC93$7.14K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS86$6.37K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.82$6.29K<0.01%+6413F-HRTimeline
WPG Advisers, LLC76$5.83K<0.01%+1313F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT70$5.37K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC56$4.3K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.56$4.29K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC53$4.07K<0.01%+613F-HRTimeline
Rialto Wealth Management, LLC39$2.99K<0.01%+1413F-HRTimeline
Basecamp Wealth Advisors LLC39$2.99K<0.01%+1113F-HRTimeline
N.E.W. Advisory Services LLC36$2.76K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$2.53K<0.01%013F-HRTimeline
Torren Management, LLC32$2.42K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…31$2.38K<0.01%013F-HRTimelineGroup
Brandywine Financial Group21$2K0.02%013F-HRTimeline
Creative Capital Management Investments…22$1.69K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.15$1.15K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC14$1.07K<0.01%new13F-HRTimeline
Larson Financial Group LLC14$1.07K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC14$1.07K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC16$1.07K<0.01%013F-HRTimeline
Covestor Ltd10$1K<0.01%-22713F-HRTimeline
DiNuzzo Private Wealth, Inc.12$921<0.01%013F-HRTimeline
North Star Investment Management Corp.9$691<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC9$691<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC9$691<0.01%+413F-HRTimeline
Ankerstar Wealth, LLC7$537<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6$461<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4$307<0.01%013F-HRTimeline
True Wealth Design, LLC4$307<0.01%-3213F-HRTimeline
LRI Investments, LLC4$307<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.4$307<0.01%new13F-HRTimeline
Stone House Investment Management, LLC3$230<0.01%013F-HRTimeline
Davis Capital Management3$230<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$157<0.01%new13F-HRTimeline
Hughes Financial Services, LLC2$153<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$86<0.01%013F-HRTimeline
Manchester Capital Management LLC1$77<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$77<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$77<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$77<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$77<0.01%13F-HRTimeline
Navigoe, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.