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: 31 Mar 2026; the date the book describes
Filed: 18 May 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 24; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed: 3,198,960; combined, among listed positions
Reported value: $204m; 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: 10 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -258,290.

Managers listing WSFS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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

24 of 24 holders

				Action		Filing
Invesco Ltd	944,868	$62m	under 0.1%	Trimmed	-121,723	12 May 2026 (the filing on sec.gov)
AllianceBernstein LP	495,707	$27m	under 0.1%	Trimmed	-83,918	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	256,875	$17m	under 0.1%	Added	+101,070	15 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	253,204	$17m	under 0.1%	Added	+148,794	15 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	251,148	$16m	0.12%	New	new	15 May 2026 (the filing on sec.gov)
Jane Street Group LLC	169,122	$11m	under 0.1%	Added	+21,586	12 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	145,383	$9.5m	under 0.1%	Trimmed	-27,260	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	123,941	$8.1m	under 0.1%	Trimmed	-29,293	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	109,326	$7.2m	under 0.1%	Added	+52,431	15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP	89,339	$5.8m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	68,020	$4.5m	under 0.1%	Added	+56,103	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	51,497	$3.4m	under 0.1%	Trimmed	-23,023	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	43,727	$2.9m	under 0.1%	Trimmed	-1,022	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	41,146	$2.7m	under 0.1%	Trimmed	-194,996	15 May 2026 (the filing on sec.gov)
Tudor Investment Corp	31,219	$2.0m	under 0.1%	Trimmed	-105,905	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	23,077	$1.5m	under 0.1%	Trimmed	-16,400	14 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	23,021	$1.5m	under 0.1%	Held	0	18 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	17,812	$1.2m	under 0.1%	Added	+11,690	13 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	17,521	$1.1m	under 0.1%	Added	+5,260	14 May 2026 (the filing on sec.gov)
Man Group PLC	15,335	$1.0m	under 0.1%	Trimmed	-3,322	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	10,700	$700k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	8,388	$549k	under 0.1%	Trimmed	-32,174	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	5,405	$354k	under 0.1%	Trimmed	-940	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	3,179	$208k	under 0.1%	Trimmed	-41,769	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Freestone Grove Partners LPnew position · 251,148 shares now+251,148
Two Sigma Investments LPexisting position · 253,204 shares now+148,794
AQR Capital Management LLCexisting position · 256,875 shares now+101,070
Bridgewater Associates LPnew position · 89,339 shares now+89,339
Fidelity (FMR LLC)existing position · 68,020 shares now+56,103

Reductions

Millennium Management LLCexisting position · 41,146 shares now-194,996
Invesco Ltdexisting position · 944,868 shares now-121,723
Tudor Investment Corpexisting position · 31,219 shares now-105,905
AllianceBernstein LPexisting position · 495,707 shares now-83,918
Balyasny Asset Management LLCexisting position · 3,179 shares now-41,769

New positions and exits

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

New (3)

Exited (5)

Point72 Asset Management LPwas $12m
ExodusPoint Capital Management LPwas $3.1m
Quantbot Technologies LPwas $1.1m
Verition Fund Management LLCwas $798k
GAMCO Investors Incwas $652k

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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