WSFS in the 13F filings

WSFS Finl Corp · CUSIP 929328102

Sector · Banks Theme · Commercial banks and thrifts Theme · Financial services· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q2 2025 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022 Q4 2021 Q3 2021

Quarter end: 30 Jun 2026; the date the book describes
Filed: 2 Sep 2026; latest of these filings; the earliest 7 Aug 2026
Managers listing it: 22; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed: 3,777,734; combined, among listed positions
Reported value: $287m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +578,774.

Managers listing WSFS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

22 of 22 holders

				Action		Filing
Invesco Ltd	1,052,326	$81m	under 0.1%	Added	+107,458	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	504,502	$39m	under 0.1%	Added	+251,298	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	345,298	$26m	under 0.1%	Added	+277,278	13 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	307,789	$24m	under 0.1%	Added	+162,406	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	256,901	$20m	under 0.1%	Added	+26	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	267,211	$17m	under 0.1%	Trimmed	-228,496	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	189,946	$15m	under 0.1%	Added	+80,620	2 Sep 2026 (the filing on sec.gov)
Bridgewater Associates LP	158,444	$12m	under 0.1%	Added	+69,105	14 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp	105,538	$8.1m	under 0.1%	Added	+74,319	14 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC	105,175	$8.1m	under 0.1%	Added	+87,363	13 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	93,097	$7.1m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	91,483	$7.0m	under 0.1%	Added	+73,962	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	79,413	$6.1m	under 0.1%	Trimmed	-44,528	14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	72,300	$5.5m	under 0.1%	Added	+31,154	14 Aug 2026 (the filing on sec.gov)
Winton Group Ltd	65,328	$5.0m	0.16%	New	new	7 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	21,234	$1.6m	under 0.1%	Trimmed	-1,787	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	16,947	$1.3m	under 0.1%	Trimmed	-34,550	14 Aug 2026 (the filing on sec.gov)
Man Group PLC	16,486	$1.3m	under 0.1%	Added	+1,151	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	14,410	$1.1m	under 0.1%	Trimmed	-29,317	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	6,200	$476k	under 0.1%	Trimmed	-4,500	13 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	3,955	$303k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	3,751	$288k	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 345,298 shares now+277,278
Two Sigma Investments LPexisting position · 504,502 shares now+251,298
Wellington Management Group LLPexisting position · 307,789 shares now+162,406
Invesco Ltdexisting position · 1,052,326 shares now+107,458
Point72 Asset Management LPnew position · 93,097 shares now+93,097

Reductions

AllianceBernstein LPexisting position · 267,211 shares now-228,496
T. Rowe Price Associates Incexisting position · 79,413 shares now-44,528
D. E. Shaw & Co.existing position · 16,947 shares now-34,550
Susquehanna International Group LLPexisting position · 14,410 shares now-29,317
Marshall Wace LLPexisting position · 6,200 shares now-4,500

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (6)

Freestone Grove Partners LPwas $16m
Jane Street Group LLCwas $11m
Renaissance Technologies LLCwas $1.5m
Voloridge Investment Management LLCwas $549k
Brevan Howard Capital Management LPwas $354k
Balyasny Asset Management LLCwas $208k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

2 in Q2 2022 to 2 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

WSFS by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q3 2014	1	$19m	n.a.	n.a.
Q4 2014	1	$22m	n.a.	n.a.
Q2 2015	1	$25m	n.a.	n.a.
Q3 2015	1	$26m	n.a.	n.a.
Q4 2015	2	$33m	n.a.	n.a.
Q1 2016	2	$34m	n.a.	n.a.
Q2 2016	2	$35m	n.a.	n.a.
Q3 2016	2	$40m	n.a.	n.a.
Q4 2016	2	$52m	n.a.	n.a.
Q1 2017	2	$53m	n.a.	n.a.
Q2 2017	2	$54m	n.a.	n.a.
Q3 2017	1	$57m	n.a.	n.a.
Q4 2017	1	$55m	n.a.	n.a.
Q1 2018	2	$55m	n.a.	n.a.
Q2 2018	1	$62m	n.a.	n.a.
Q3 2018	2	$70m	n.a.	n.a.
Q4 2018	3	$61m	n.a.	n.a.
Q1 2019	2	$103m	n.a.	n.a.
Q2 2019	1	$98m	n.a.	n.a.
Q3 2019	3	$288m	n.a.	n.a.
Q4 2019	2	$171m	n.a.	n.a.
Q1 2020	2	$97m	n.a.	n.a.
Q2 2020	2	$107m	n.a.	n.a.
Q3 2020	1	$41m	n.a.	n.a.
Q4 2020	2	$127m	n.a.	n.a.
Q1 2021	2	$116m	n.a.	n.a.
Q2 2021	1	$70m	n.a.	n.a.
Q3 2021	1	$86m	n.a.	n.a.
Q4 2021	1	$75m	n.a.	n.a.
Q1 2022	1	$67m	n.a.	n.a.
Q2 2022	2	$50m	n.a.	n.a.
Q3 2022	2	$48m	n.a.	n.a.
Q4 2022	1	$43m	n.a.	n.a.
Q1 2023	2	$35m	n.a.	n.a.
Q2 2023	1	$29m	n.a.	n.a.
Q2 2025	1	$4.4m	1	0
Q1 2026	2	$22m	10	18
Q2 2026	2	$17m	16	12

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WSFS and BAC →WSFS and JPM →WSFS and WFC →Choose a stock to compare with WSFS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WSFS, latest filings →Back to the 13F Explorer →

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