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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

321 managers (331 13F filers) reported a position in WSFS shares at 2026-03-31, 47,079,980 shares in all. 49 filers opened a position and 34 filers sold out during the quarter.

Managers
321
13F filers
331
New
49
Added
106
Reduced
113
Sold out
34
Shares held by filers
47,079,980

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AFFINITY WEALTH MANAGEMENT LLC4,450$291K0.04%-1013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,373$286K0.01%-30613F-HRTimelineGroup
Fieldview Capital Management, LLC4,345$284K0.08%-6,75713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,343$284K0.01%+1713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd4,296$281K0.01%-37,47913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,250$278K<0.01%new13F-HR/ATimelineGroup
Cornerstone Investment Partners, LLC4,225$277K0.01%new13F-HRTimeline
PROFUND ADVISORS LLC4,129$270K0.01%-2,45213F-HRTimeline
Prosperity Advisers, LLC4,112$269K0.22%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,101$268K<0.01%013F-HRTimelineGroup
Lansing Street Advisors4,092$268K0.07%+1113F-HRTimeline
Ensign Peak Advisors, Inc4,057$266K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\4,047$265K<0.01%+20213F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.4,035$264K0.03%+3713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,021$263K<0.01%-28913F-HRTimelineGroup
Stillwater Private Wealth, LLC3,953$258K0.22%13F-HRTimeline
Polymer Capital Management (US) LLC3,929$257K0.04%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,919$257K<0.01%+27413F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,867$253K<0.01%013F-HRTimeline
Vise Technologies, Inc.4,567$252K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,686$241K<0.01%new13F-HRTimeline
CHOREO, LLC3,653$239K<0.01%new13F-HRTimeline
CIBC Asset Management Inc3,565$233K<0.01%-10513F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS3,476$228K<0.01%new13F-HRTimelineGroup
Bayforest Capital Ltd3,363$220K0.25%new13F-HRTimeline
Sensenig Capital Advisors, Inc3,300$216K0.22%new13F-HRTimeline
Sanctuary Advisors, LLC3,255$213K<0.01%new13F-HRTimeline
BDFS Capital LLC3,252$213K0.1%new13F-HRTimeline
FourThought Financial Partners, LLC3,221$211K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,194$209K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC3,243$209K0.01%-29113F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,179$208K<0.01%-41,76913F-HRTimelineGroup
INCEPTIONR LLC3,162$207K0.05%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,110$204K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,019$198K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,018$198K0.01%+1,68013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,959$194K<0.01%-3613F-HRTimelineGroup
Hamilton Capital Partners Inc.2,932$192K0.01%-1,58413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,905$190K<0.01%+2513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,613$171K<0.01%-7013F-HRTimelineGroup
LSV ASSET MANAGEMENT2,400$157K<0.01%013F-HRTimeline
GAMMA Investing LLC2,158$141K0.01%+16313F-HRTimeline
KBC Group NVin group KBC Group NV1,913$125K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,894$124K<0.01%+1,11313F-HRTimeline
Sterling Capital Management LLC1,786$117K<0.01%-1,44513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,500$98.2K0.01%013F-HRTimeline
Seneschal Advisors, LLC1,450$94.9K0.07%013F-HRTimeline
New Age Alpha Advisors, LLC1,304$85.4K<0.01%-3113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,263$82.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,217$79.7K<0.01%+6913F-HR/ATimelineGroup
Farther Finance Advisors, LLC1,176$77.6K<0.01%-2,10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,075$70.4K<0.01%+52413F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,000$65.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc936$61.3K<0.01%+2013F-HRTimeline
Key Financial Inc851$55.7K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…788$51.6K<0.01%+3413F-HRTimeline
VSM Wealth Advisory, LLC750$49.1K0.01%013F-HRTimeline
Essential Partners LLC694$45.4K0.02%013F-HRTimeline
FIRST HORIZON CORP611$40K<0.01%-20613F-HRTimeline
Aquatic Capital Management LLC564$36.9K<0.01%-1,35513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.554$36K<0.01%+23813F-HRTimeline
Parkside Financial Bank & Trust511$33.5K<0.01%-1,08713F-HRTimeline
NewEdge Advisors, LLC496$32.5K<0.01%-11013F-HR/ATimeline
Allworth Financial LP467$30.6K<0.01%+21613F-HRTimeline
Root Financial Partners, LLC431$28.2K<0.01%+20713F-HRTimeline
Costello Asset Management, INC430$28.1K0.01%013F-HRTimeline
IFP Advisors, Inc410$26.8K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC360$23.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc324$21.2K<0.01%+4413F-HRTimeline
Kemnay Advisory Services Inc.297$19.4K<0.01%-13813F-HRTimeline
UMB Bank, n.a.270$17.7K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC253$16.6K<0.01%+5313F-HRTimeline
Parallel Advisors, LLC251$16.4K<0.01%013F-HR/ATimeline
Covestor Ltd237$16K0.01%-13313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC203$13.3K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC176$11.6K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA159$10.4K<0.01%+5013F-HRTimeline
Bare Financial Services, Inc144$9.43K<0.01%+3813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO131$8.57K<0.01%+1813F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC130$8.51K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC109$7.14K<0.01%-613F-HRTimeline
Keating Financial Advisory Services, In…106$6.94K<0.01%+7613F-HRTimeline
Rossby Financial, LCC93$6.14K<0.01%new13F-HRTimeline
MAI Capital Management92$6.02K<0.01%+3813F-HRTimeline
CVA Family Office, LLC84$5.5K<0.01%new13F-HRTimeline
WPG Advisers, LLC63$4.12K<0.01%013F-HRTimeline
Sound Income Strategies, LLC60$3.98K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.55$3.65K<0.01%+313F-HRTimeline
Fortitude Family Office, LLC54$3.54K<0.01%+3213F-HRTimeline
JFS WEALTH ADVISORS, LLC47$3.08K<0.01%+413F-HRTimeline
Arax Advisory Partners37$2.42K<0.01%-4113F-HRTimeline
N.E.W. Advisory Services LLC36$2.36K<0.01%013F-HRTimeline
True Wealth Design, LLC36$2.36K<0.01%013F-HRTimeline
JCSD Capital, LLC35$2.29K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$2.16K<0.01%013F-HRTimeline
Torren Management, LLC31$2.06K<0.01%-60413F-HRTimeline
QUADRANT CAPITAL GROUP LLC31$2.03K<0.01%013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…31$2.03K<0.01%-413F-HRTimelineGroup
Basecamp Wealth Advisors LLC28$1.83K<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC25$1.64K<0.01%+213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$1.44K<0.01%013F-HRTimeline
Brandywine Financial Group21$1.38K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.18$1.18K<0.01%+913F-HRTimeline
CBIZ Investment Advisory Services, LLC16$1.07K<0.01%013F-HRTimeline
Larson Financial Group LLC14$916<0.01%+513F-HRTimeline
DiNuzzo Private Wealth, Inc.12$786<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC12$785<0.01%+613F-HRTimeline
North Star Investment Management Corp.9$589<0.01%013F-HRTimeline
Ankerstar Wealth, LLC7$458<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC6$393<0.01%+513F-HRTimeline
HFM Investment Advisors, LLC5$327<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4$262<0.01%013F-HRTimeline
Advisory Services Network, LLC4$262<0.01%new13F-HRTimeline
Stone House Investment Management, LLC3$196<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.3$196<0.01%new13F-HRTimeline
CURIO WEALTH, LLC3$196<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$74<0.01%013F-HRTimeline
Manchester Capital Management LLC1$66<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.1$66<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$66<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$65<0.01%new13F-HRTimeline