13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · National Commercial BanksInflation hedgeYield
WSFS

WSFS FINL CORP

343 institutions still hold WSFS FINL CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 929328102·National Commercial Banks·343 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 10.0%
vs prior quarter
13F value held
$2.2B
62.0% inst. owned
of float
Holders
343
+24 QoQ
filers reporting
Activity
+78 / −17
+815 added · −684 reduced
this quarter
Concentration
22.45%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

343 institutions reported WSFS in Q1 2026. BlackRock, Inc. leads at 22.4% of the visible book. +24 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$501M7.7M0.01%Q1 202602
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$233M3.6M0.05%Q1 202603
Vanguard Portfolio Management
CIK 0002100121· Index
$213M3.3M0.01%Q1 202604
STATE STREET CORP
CIK 0000093751
$190M2.9M0.01%Q1 202605
FRANKLIN RESOURCES INC
CIK 0000038777
$169M2.6M0.04%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$155M2.4M0.00%Q1 202607
Delaware Management Holdings, Inc.
CIK 0000921739
$101M1.5M0.17%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$89M1.4M0.01%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$71M1.1M0.00%Q1 202610
Invesco Ltd.
CIK 0000914208
$62M945K0.01%Q1 202611
PZENA INVESTMENT MANAGEMENT LLC
CIK 0001027796
$58M879K0.19%Q1 202612
COOKE & BIELER LP
CIK 0000024386
$52M789K0.58%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$48M738K0.00%Q1 202614
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$46M699K0.01%Q1 202615
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$45M691K0.02%Q1 202616
FRONTIER CAPITAL MANAGEMENT CO LLC
CIK 0000351173
$44M675K0.45%Q1 202617
BROWN ADVISORY INC
CIK 0001345929
$44M789K0.06%Q4 202518
PALISADE CAPITAL MANAGEMENT, LP
CIK 0001009006
$38M587K1.28%Q1 202619
NORTHERN TRUST CORP
CIK 0000073124· Index
$38M581K0.01%Q1 202620
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$35M530K0.03%Q1 2026
Page 1 of 18
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