13FBOX
WSFS FINL CORP · 13F Institutional Holdings
Options Calculator Rankings

WSFS FINL CORP

WSFS
Institutions
354
Combined AUM (Q2 2026)
$3.63B
Combined Shares (Q2 2026)
47.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.6M
178 · 65 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.0M
148 · 41 Exit · ≈
⚖️ Net
-369,014
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.63B
Institutions
354
New Buys
65
Adds
113
Reduces
107
Exits
41
Unchanged
69
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#116$576.7M7.5M$500.8M7.7M-134,636-1.76%Reduce
DIMENSIONAL FUND ADVISORS LP
0.05%0.05%#46$274.2M3.6M$233.1M3.6M+12,357+0.35%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#95$254.1M3.3M$213.3M3.3M+54,294+1.67%Add
STATE STREET CORP
0.01%0.01%#130$232.7M3.0M$190.0M2.9M+130,010+4.48%Add
FRANKLIN RESOURCES INC
0.04%0.04%#58$177.3M2.3M$168.6M2.6M-264,998-10.29%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#176$173.1M2.3M$155.0M2.4M-112,112-4.73%Reduce
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#138$120.5M1.6M$89.1M1.4M+210,058+15.44%Add
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.13%0.17%#27$89.4M1.2M$101.0M1.5M-377,447-24.47%Reduce
Invesco Ltd.
0.01%0.01%#139$80.7M1.1M$61.9M944,868+107,458+11.37%Add
PZENA INVESTMENT MANAGEMENT LLC
0.2%0.19%#20$68.2M888,496$57.5M878,588+9,908+1.13%Add
T. Rowe Price Investment Management, Inc.
0.04%0.04%#52$66.1M861,436$59.5M908,558-47,122-5.19%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#180$63.7M828,398$70.7M1.1M-268,401-24.47%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#124$56.4M735,191$45.8M699,183+36,008+5.15%Add
BROWN ADVISORY INC
0.09%0.08%#36$56.1M731,582$48.8M744,889-13,307-1.79%Reduce
AMERICAN CENTURY COMPANIES INC
0.02%0.02%#73$54.9M715,383$45.3M691,361+24,022+3.47%Add
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
0.48%0.34%#4$54.1M705,083$34.3M524,180+180,903+34.51%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#190$49.6M646,080$48.3M737,587-91,507-12.41%Reduce
NORGES BANK
<0.01%<0.01%#158$49.0M638,922$34.8M670,177-31,255-4.66%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#171$47.0M612,403$33.0M504,365+108,038+21.42%Add
NORTHERN TRUST CORP
0.01%0.01%#152$46.6M607,642$38.0M581,213+26,429+4.55%Add
FRONTIER CAPITAL MANAGEMENT CO LLC
0.38%0.45%#10$41.1M535,179$44.2M675,496-140,317-20.77%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.02%0.01%#80$41.0M534,461$28.0M427,481+106,980+25.03%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03%0.03%#62$40.0M521,623$34.7M530,175-8,552-1.61%Reduce
TWO SIGMA INVESTMENTS, LP
0.03%0.01%#66$38.7M504,502$16.6M253,204+251,298+99.25%Add
MORGAN STANLEY
<0.01%<0.01%#223$33.3M433,570$23.0M427,135+6,435+1.51%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#119$29.8M388,295$26.9M416,739-28,444-6.83%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#159$29.7M387,352$25.3M387,125+227+0.06%Add
Nuveen, LLC
0.01%<0.01%#135$28.0M364,947$17.9M273,840+91,107+33.27%Add
Qube Research & Technologies Ltd
0.03%<0.01%#70$26.9M351,205$801,68912,247+338,958+2,767.68%Add
Aberdeen Group plc
0.04%0.04%#57$26.8M349,353$25.6M391,077-41,724-10.67%Reduce
FMR LLC
<0.01%<0.01%#245$26.5M345,298$4.5M68,020+277,278+407.64%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#144$26.4M343,779$22.9M349,163-5,384-1.54%Reduce
COOKE & BIELER LP
0.29%0.58%#13$25.3M330,340$51.7M789,302-458,962-58.15%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#173$23.6M307,789$9.5M145,383+162,406+111.71%Add
PALISADE CAPITAL MANAGEMENT, LP
0.93%1.28%#1$21.5M279,625$38.4M587,253-307,628-52.38%Reduce
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#132$19.7M256,901$16.8M256,875+26+0.01%Add
NEW YORK STATE COMMON RETIREMENT FUND
0.02%0.02%#79$17.9M233,296$15.1M231,396+1,900+0.82%Add
ALLIANCEBERNSTEIN L.P.
0.01%0.01%#142$17.5M267,211$27.4M495,707-228,496-46.09%Reduce
Fisher Asset Management, LLC
0.01%0.01%#154$17.5M227,957$14.9M227,911+46+0.02%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#225$14.6M189,946$7.2M109,326+80,620+73.74%Add
ALGERT GLOBAL LLC
0.17%0.09%#23$14.1M183,668$5.7M86,837+96,831+111.51%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.04%0.04%#59$13.7M178,776$12.5M191,040-12,264-6.42%Reduce
Clearbridge Investments, LLC
0.01%0.01%#98$13.0M168,798$12.5M191,625-22,827-11.91%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#210$12.8M166,593$9.4M143,552+23,041+16.05%Add
Bridgewater Associates, LP
0.05%0.03%#45$12.2M158,444$5.8M89,339+69,105+77.35%Add
Allspring Global Investments Holdings, LLC
0.02%0.01%#81$11.6M147,373$8.8M133,933+13,440+10.03%Add
NATIXIS ADVISORS, LLC
0.01%0.01%#93$11.2M146,590$7.5M115,147+31,443+27.31%Add
VICTORY CAPITAL MANAGEMENT INC
0.01%0.01%#141$11.0M143,422$8.4M128,825+14,597+11.33%Add
EARNEST PARTNERS LLC
0.04%0.04%#55$10.7M139,342$9.5M144,762-5,420-3.74%Reduce
RHUMBLINE ADVISERS
0.01%0.01%#122$10.1M131,995$9.8M148,954-16,959-11.39%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow