WSFS · Company research
WSFS Financial Corp (WSFS): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 115095 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ARGENT CAPITAL MANAGEMENT LLC | 1120926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11481 | 880937 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105538 | 8097931 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Brandywine Financial Group | 1779506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 2 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496 | 38058 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225575 | 17308370 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50291 | 3858828 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12965 | 994753 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15666 | 1202052 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7700 | 590821 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| COOKE & BIELER LP | 24386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330340 | 25346988 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| DARK FOREST CAPITAL MANAGEMENT LP | 1853322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7767 | 595962 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jackson Creek Investment Advisors LLC | 1831003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6585 | 528 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233296 | 17900802 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 102 | 7823 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 833 | 63916 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1127761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9270 | 711287 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 2992 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 919538 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20764 | 1593222 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2929 | 224742 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 76730 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1071 | 82178 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8596 | 660 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4529142 | 59027 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6200 | 475726 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5040 | 386719 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28290 | 2170691 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Amova Asset Management Americas, Inc. | 1480751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 519 | 39792 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3729 | 286126 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2400 | 184 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14042 | 1077443 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Cornerstone Investment Partners, LLC | 1328062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4031 | 309299 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149 | 11433 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461 | 35 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 661 | 50696 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30605 | 2348 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 2379 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1021642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 282118 | 21646914 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13850 | 1063 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131 | 10052 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1983 | 152156 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30896 | 2370650 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1374167 | 105457672 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94015 | 7213772 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GREAT LAKES ADVISORS, LLC | 1078013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46044 | 3532956 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 1015308 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26032 | 1997435 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168798 | 12951877 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1876 | 144 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11766 | 902805 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 131995 | 10127955 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 2532 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8140 | 624582 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17870 | 1371165 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11930 | 915389 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496 | 32468 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100663 | 6589400 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2932 | 191929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1833 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| Brandywine Financial Group | 1779506 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1375 | — | — | — | Jun 10, 2026 | SEC_13F_DATASET |
| Brandywine Financial Group | 1779506 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1160 | — | — | — | Jun 10, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 4516 | 249464 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group | 713676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 779 | 43059000 | — | — | — | Feb 6, 2026 | SEC_13F_HR |
| Hamilton Capital Partners Inc. | 2141005 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2826 | 152406 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group | 713676 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 811 | 43724000 | — | — | — | Nov 7, 2025 | SEC_13F_HR |
| Hamilton Capital Partners Inc. | 2141005 | Mon Jun 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2826 | 155430 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2826 | 146585 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Tue Dec 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 1707 | 90693 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Mon Sep 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 2514 | 128189 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Sun Jun 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 4614 | 216858 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Sun Mar 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 4614 | 208276 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Sun Dec 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 7764 | 356601 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Sat Sep 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 6234 | 227541 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Fri Jun 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 7716 | 291048 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Fri Mar 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 7716 | 290199 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Hamilton Capital Partners Inc. | 2141005 | Sat Dec 31 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 11382 | 516060 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Sep 30 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 25326 | 1177 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 27490 | 1377799 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Jun 30 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 1395 | 57614 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Mar 31 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 1425 | 55005 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.