Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WSFS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.7M | $500.8M | -3.0% | 14.508% | 0.01% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3.6M | $233.1M | -0.9% | 6.752% | 0.05% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $213.3M | — | 6.178% | 0.01% |
| 4 | STATE STREET CORP | 2.9M | $190.0M | +0.3% | 5.505% | 0.01% |
| 5 | FRANKLIN RESOURCES INC | 2.6M | $168.6M | +4.4% | 4.884% | 0.04% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $155.0M | — | 4.491% | 0.00% |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1.5M | $101.0M | -6.7% | 2.925% | 0.17% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $89.1M | -0.1% | 2.580% | 0.01% |
| 9 | Invesco Ltd. | 945K | $61.9M | -11.4% | 1.792% | 0.01% |
| 10 | PZENA INVESTMENT MANAGEMENT LLC | 879K | $57.5M | +0.2% | 1.666% | 0.19% |
| 11 | COOKE & BIELER LP | 789K | $51.7M | -25.3% | 1.497% | 0.58% |
| 12 | BROWN ADVISORY INC | 745K | $48.8M | -5.5% | 1.413% | 0.08% |
| 13 | BANK OF AMERICA CORP /DE/ | 738K | $48.3M | +11.4% | 1.399% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 699K | $45.8M | +0.4% | 1.326% | 0.01% |
| 15 | AMERICAN CENTURY COMPANIES INC | 691K | $45.3M | +1.9% | 1.311% | 0.02% |
| 16 | FRONTIER CAPITAL MANAGEMENT CO LLC | 675K | $44.2M | -14.8% | 1.281% | 0.45% |
| 17 | PALISADE CAPITAL MANAGEMENT LLC/NJ | 587K | $38.4M | -7.4% | 1.114% | 1.28% |
| 18 | NORTHERN TRUST CORP | 581K | $38.0M | +0.1% | 1.102% | 0.01% |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 530K | $34.7M | -3.2% | 1.005% | 0.03% |
| 20 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 524K | $34.3M | — | 0.994% | 0.34% |
| 21 | GOLDMAN SACHS GROUP INC | 504K | $33.0M | +7.3% | 0.957% | 0.00% |
| 22 | MORGAN STANLEY | 430K | $28.2M | -17.7% | 0.816% | 0.00% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 427K | $28.0M | +64.0% | 0.811% | 0.01% |
| 24 | ALLIANCEBERNSTEIN L.P. | 496K | $27.4M | -14.5% | 0.940% | 0.01% |
| 25 | RAYMOND JAMES FINANCIAL INC | 417K | $26.9M | +0.8% | 0.790% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WSFS — a direct measure of their conviction.
Filings activity in WSFS during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 318 | +2.9% | 72.68% | +7.28 pp | $2.88B | +11% |
| Q4 2025 | 309 | +8.0% | 65.40% | 2.64 pp | $2.59B | 3.9% |
| Q3 2025 | 286 | +2.5% | 68.04% | +0.42 pp | $2.70B | +0.6% |
| Q2 2025 | 279 | +7.7% | 67.62% | +2.98 pp | $2.68B | +4.6% |
| Q1 2025 | 259 | +4.4% | 64.64% | 3.13 pp | $2.56B | 4.6% |
| Q4 2024 | 248 | 5.0% | 67.77% | +4.59 pp | $2.69B | +7.3% |
| Q3 2024 | 261 | +13% | 63.18% | +4.32 pp | $2.51B | +7.3% |
| Q2 2024 | 231 | — | 58.86% | — | $2.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WSFS stock.
Based on Q1 2026 13F filings, institutional ownership of WSFS Financial Corporation stands at 72.7%, held across 318 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WSFS, with approximately 7,650,537 shares worth $0.50B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WSFS.
Our composite Smart Money Score for WSFS is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
56 institutions opened new positions in WSFS during Q1 2026, while 47 fully exited. 219 added to existing positions and 42 trimmed.
WSFS institutional ownership rose by 7.28 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 61.4% of all reported 13F value in WSFS, and the top 25 account for 81.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WSFS Financial Corporation (WSFS) Institutional Ownership