Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
314 institutional managers reported holding WSFS for the quarter ended Mar 31, 2026. Together they hold about 87% of shares outstanding; the top 10 hold 54%. 48 opened new positions; 42 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.65M | 14.43% | $501.0M | trimmed -3% | ≤2013 |
| Vanguard Group | 6.07M | 11.46% | $397.8M | added +1.9% | ≤2013 |
| Dimensional Fund Advisors | 3.56M | 6.71% | $233.1M | trimmed -0.9% | ≤2013 |
| State Street | 2.90M | 5.47% | $190.1M | unchanged | ≤2013 |
| Franklin Resources | 2.58M | 4.86% | $168.6M | added +4.4% | ≤2013 |
| Nomura Asset Management International INC. | 1.54M | 2.91% | $101.0M | trimmed -6.7% | 2025 Q4 |
| Geode Capital | 1.36M | 2.57% | $89.1M | unchanged | ≤2013 |
| Invesco | 944.9k | 1.78% | $61.9M | trimmed -11.4% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 908.6k | 1.71% | $59.5M | added +145.9% | 2022 Q3 |
| Pzena Investment Management | 878.6k | 1.66% | $57.5M | unchanged | ≤2013 |
| Cooke & Bieler LP | 789.3k | 1.49% | $51.7M | trimmed -25.2% | 2021 Q1 |
| Brown Advisory INC | 744.9k | 1.41% | $48.8M | trimmed -5.5% | 2021 Q1 |
| Bank OF America CORP /DE/ | 737.6k | 1.39% | $48.3M | added +11.4% | ≤2013 |
| Charles Schwab Investment Management | 699.2k | 1.32% | $45.8M | unchanged | ≤2013 |
| American Century Companies INC | 691.4k | 1.30% | $45.3M | added +1.9% | 2020 Q2 |
| Frontier Capital Management CO LLC | 675.5k | 1.27% | $44.2M | trimmed -14.8% | ≤2013 |
| Palisade Capital Management, LP | 587.3k | 1.11% | $38.5M | trimmed -7.4% | 2018 Q3 |
| Northern Trust | 581.2k | 1.10% | $38.1M | unchanged | ≤2013 |
| Manufacturers Life Insurance Company, THE | 530.2k | 1.00% | $34.7M | trimmed -3.2% | ≤2013 |
| Vaughan Nelson Investment Management, L.p. | 524.2k | 0.99% | $34.3M | opened | 2026 Q1 |
| Goldman Sachs | 504.4k | 0.95% | $33.0M | added +7.3% | ≤2013 |
| AllianceBernstein | 495.7k | 0.94% | $32.5M | trimmed -14.5% | ≤2013 |
| Morgan Stanley | 430.4k | 0.81% | $28.2M | trimmed -17.7% | ≤2013 |
| Principal Financial Group INC | 427.5k | 0.81% | $28.0M | added +64% | 2016 Q4 |
| Raymond James Financial INC | 416.7k | 0.79% | $27.3M | added +0.8% | 2020 Q4 |
| Aberdeen Group plc | 391.1k | 0.74% | $25.6M | added +2.1% | 2024 Q1 |
| BNY Mellon | 387.1k | 0.73% | $25.3M | trimmed -4.7% | ≤2013 |
| UBS | 367.5k | 0.69% | $24.1M | added +10.8% | ≤2013 |
| Nuveen | 273.8k | 0.52% | $17.9M | added +53.6% | ≤2013 |
| AQR Capital | 256.9k | 0.48% | $16.8M | added +64.9% | 2024 Q4 |
| Two Sigma | 253.2k | 0.48% | $16.6M | added +142.5% | 2025 Q2 |
| Freestone Grove Partners LP | 251.1k | 0.47% | $16.4M | opened | 2026 Q1 |
| NEW York State Common Retirement Fund | 231.4k | 0.44% | $15.2M | trimmed -5.4% | 2015 Q2 |
| Fisher Investments | 227.9k | 0.43% | $14.9M | unchanged | 2023 Q3 |
| Clearbridge Investments, LLC | 191.6k | 0.36% | $12.5M | added +29.7% | 2024 Q3 |
| Public Sector Pension Investment Board | 191.0k | 0.36% | $12.5M | added +0.9% | 2021 Q1 |
| SEI Investments CO | 174.4k | 0.33% | $11.4M | added +44.1% | 2015 Q4 |
| Jane Street | 169.1k | 0.32% | $11.1M | added +14.6% | 2019 Q3 |
| Rhumbline Advisers | 149.0k | 0.28% | $9.8M | trimmed -1.6% | ≤2013 |
| Wellington Management | 145.4k | 0.27% | $9.5M | trimmed -15.8% | ≤2013 |
| Earnest Partners LLC | 144.8k | 0.27% | $9.5M | trimmed -8.2% | 2022 Q1 |
| Wells Fargo & COMPANY/MN | 143.6k | 0.27% | $9.4M | trimmed -25.1% | ≤2013 |
| Lord, Abbett & CO. LLC | 139.6k | 0.26% | $9.1M | trimmed -1.9% | 2022 Q3 |
| Allspring Global Investments Holdings, LLC | 133.9k | 0.25% | $8.8M | trimmed -24.9% | 2021 Q4 |
| Victory Capital Management INC | 128.8k | 0.24% | $8.4M | added +466.2% | 2019 Q1 |
| T. Rowe Price | 123.9k | 0.23% | $8.1M | trimmed -19.1% | 2013 Q4 |
| Legal & General Group PLC | 122.4k | 0.23% | $8.0M | trimmed -12.9% | 2014 Q3 |
| Crawford Investment Counsel INC | 119.8k | 0.23% | $7.8M | added +5.5% | 2022 Q1 |
| Natixis Advisors, LLC | 115.1k | 0.22% | $7.5M | added +380% | 2023 Q4 |
| Envestnet Asset Management INC | 111.9k | 0.21% | $7.3M | trimmed -2.6% | 2021 Q1 |
Largest 50 of 314 shown; the full ranked, searchable register is at boothcheck.com/holders/WSFS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.