WSFS Institutional Ownership
WSFS Financial Corporation
1W: +2.0%
1M: +3.1%
3M: -2.0%
YTD: +43.6%
1Y: +49.2%
3Y: +136.3%
5Y: +54.3%
$78.85
-0.72 (-0.90%)
Weekly Expected Move ±2.7%
$75
$77
$79
$81
$83
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — WSFS
392
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
66
New Positions
113
Increased
144
Reduced
34
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (418 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,515,901 | $593M | -134,636 | -1.8% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 3,572,913 | $282M | +12,357 | +0.3% | 102Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,312,116 | $261M | +54,294 | +1.7% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 3,032,754 | $239M | +130,010 | +4.5% | 46Q | SEC ↗ |
| 5 | FRANKLIN RESOURCES INC | 2,310,174 | $182M | -264,998 | -10.3% | 22Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,255,877 | $178M | -112,112 | -4.7% | 2Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1,570,611 | $124M | +210,058 | +15.4% | 92Q | SEC ↗ |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,165,245 | $92M | -377,447 | -24.5% | 3Q | SEC ↗ |
| 9 | Invesco Ltd. | 1,052,326 | $83M | +107,458 | +11.4% | 87Q | SEC ↗ |
| 10 | PZENA INVESTMENT MANAGEMENT LLC | 888,496 | $70M | +9,908 | +1.1% | 65Q | SEC ↗ |
| 11 | T. Rowe Price Investment Management, I | 861,436 | $68M | -47,122 | -5.2% | 17Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 828,398 | $65M | -268,401 | -24.5% | 99Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 735,191 | $58M | +36,008 | +5.2% | 15Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 735,191 | $58M | — | +0.0% | 1Q | SEC ↗ |
| 15 | BROWN ADVISORY INC | 731,582 | $58M | -13,307 | -1.8% | 22Q | SEC ↗ |
| 16 | AMERICAN CENTURY COMPANIES INC | 715,383 | $56M | +24,022 | +3.5% | 15Q | SEC ↗ |
| 17 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 705,083 | $56M | +180,903 | +34.5% | 2Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 646,080 | $51M | -91,507 | -12.4% | 15Q | SEC ↗ |
| 19 | NORGES BANK NEW | 638,922 | $50M | — | +0.0% | 1Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 612,403 | $48M | +108,038 | +21.4% | 15Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 607,642 | $48M | +26,429 | +4.5% | 110Q | SEC ↗ |
| 22 | FRONTIER CAPITAL MANAGEMENT CO LLC | 535,179 | $42M | -140,317 | -20.8% | 15Q | SEC ↗ |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 534,461 | $42M | +106,980 | +25.0% | 30Q | SEC ↗ |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, | 521,623 | $41M | -8,552 | -1.6% | 53Q | SEC ↗ |
| 25 | TWO SIGMA INVESTMENTS, LP | 504,502 | $40M | +251,298 | +99.2% | 5Q | SEC ↗ |
| 26 | MORGAN STANLEY | 433,570 | $34M | +3,176 | +0.7% | 58Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 388,295 | $31M | -28,444 | -6.8% | 7Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 387,352 | $31M | +227 | +0.1% | 76Q | SEC ↗ |
| 29 | Nuveen, LLC | 364,947 | $29M | +91,107 | +33.3% | 6Q | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 351,205 | $28M | +338,958 | +2767.7% | 4Q | SEC ↗ |
| 31 | Aberdeen Group plc | 349,353 | $28M | -41,724 | -10.7% | 10Q | SEC ↗ |
| 32 | FMR LLC | 345,298 | $27M | +277,278 | +407.6% | 63Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 343,779 | $27M | -5,384 | -1.5% | 2Q | SEC ↗ |
| 34 | COOKE & BIELER LP | 330,340 | $26M | -458,962 | -58.1% | 22Q | SEC ↗ |
| 35 | WELLINGTON MANAGEMENT GROUP LLP | 307,789 | $24M | +162,406 | +111.7% | 66Q | SEC ↗ |
| 36 | PALISADE CAPITAL MANAGEMENT, LP | 279,625 | $22M | -307,628 | -52.4% | 32Q | SEC ↗ |
| 37 | ALLIANCEBERNSTEIN L.P. | 267,211 | $21M | -228,496 | -46.1% | 63Q | SEC ↗ |
| 38 | AQR CAPITAL MANAGEMENT LLC | 256,901 | $20M | +26 | +0.0% | 7Q | SEC ↗ |
| 39 | NEW YORK STATE COMMON RETIREMENT FUND | 233,296 | $18M | +1,900 | +0.8% | 45Q | SEC ↗ |
| 40 | Fisher Asset Management, LLC | 227,957 | $18M | +46 | +0.0% | 12Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 189,946 | $15M | +80,620 | +73.7% | 5Q | SEC ↗ |
| 42 | ALGERT GLOBAL LLC | 183,668 | $14M | +96,831 | +111.5% | 2Q | SEC ↗ |
| 43 | Public Sector Pension Investment Board | 178,776 | $14M | -12,264 | -6.4% | 22Q | SEC ↗ |
| 44 | Clearbridge Investments, LLC | 168,798 | $13M | -22,827 | -11.9% | 8Q | SEC ↗ |
| 45 | WELLS FARGO & COMPANY/MN | 166,593 | $13M | +23,041 | +16.1% | 72Q | SEC ↗ |
| 46 | Bridgewater Associates, LP | 158,444 | $12M | +69,105 | +77.4% | 2Q | SEC ↗ |
| 47 | Allspring Global Investments Holdings, | 147,373 | $12M | +13,440 | +10.0% | 19Q | SEC ↗ |
| 48 | NATIXIS ADVISORS, LLC | 146,590 | $12M | +31,443 | +27.3% | 11Q | SEC ↗ |
| 49 | VICTORY CAPITAL MANAGEMENT INC | 143,422 | $11M | +14,597 | +11.3% | 30Q | SEC ↗ |
| 50 | EARNEST PARTNERS LLC | 139,342 | $11M | -5,420 | -3.7% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 735,191 | $58M |
| NORGES BANK | 638,922 | $50M |
| Point72 Asset Management, L.P. | 93,097 | $7M |
| Edgestream Partners, L.P. | 84,416 | $7M |
| WINTON GROUP Ltd | 65,328 | $5M |
| Engineers Gate Manager LP | 27,802 | $2M |
| Jupiter Topco LLC | 21,234 | $2M |
| Assenagon Asset Management S.A. | 18,034 | $1M |
| CAPITAL FUND MANAGEMENT S.A. | 16,878 | $1M |
| GSA CAPITAL PARTNERS LLP | 16,487 | $1M |
| Elo Mutual Pension Insurance Co | 13,958 | $1M |
| Legato Capital Management LLC | 13,097 | $1M |
| Headlands Technologies LLC | 12,096 | $954K |
| ARGENT CAPITAL MANAGEMENT LLC | 11,481 | $905K |
| Mitsubishi UFJ Trust & Banking Corp | 10,607 | $836K |
| FOX RUN MANAGEMENT, L.L.C. | 9,788 | $772K |
| Amundi | 9,068 | $715K |
| Empowered Funds, LLC | 8,886 | $701K |
| denkapparat Operations GmbH | 8,546 | $674K |
| Campbell & CO Investment Adviser LL | 8,140 | $642K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Boston Partners | 340,772 | $27M |
| Freestone Grove Partners LP | 251,148 | $20M |
| JANE STREET GROUP, LLC | 169,122 | $13M |
| ExodusPoint Capital Management, LP | 57,013 | $4M |
| DENALI ADVISORS LLC | 43,900 | $3M |
| Trexquant Investment LP | 35,838 | $3M |
| HRT FINANCIAL LP | 26,405 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 23,077 | $2M |
| Quantbot Technologies LP | 19,353 | $2M |
| TWINBEECH CAPITAL LP | 18,330 | $1M |
| Verition Fund Management LLC | 14,450 | $1M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 13,208 | $1M |
| GAMCO INVESTORS, INC. ET AL | 11,809 | $931K |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 8,388 | $661K |
| HEALTHCARE OF ONTARIO PENSION PLAN | 8,078 | $637K |
| ROYCE & ASSOCIATES LP | 6,354 | $501K |
| GTS SECURITIES LLC | 5,690 | $449K |
| Forum Financial Management, LP | 5,674 | $447K |
| Brevan Howard Capital Management LP | 5,405 | $426K |
| Ethos Financial Group, LLC | 5,257 | $415K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Qube Research & Technologies Ltd | +338,958 | +2767.7% | 351,205 |
| FMR LLC | +277,278 | +407.6% | 345,298 |
| TWO SIGMA INVESTMENTS, LP | +251,298 | +99.2% | 504,502 |
| GEODE CAPITAL MANAGEMENT, LLC | +210,058 | +15.4% | 1,570,611 |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | +180,903 | +34.5% | 705,083 |
| WELLINGTON MANAGEMENT GROUP LLP | +162,406 | +111.7% | 307,789 |
| STATE STREET CORP | +130,010 | +4.5% | 3,032,754 |
| GOLDMAN SACHS GROUP INC | +108,038 | +21.4% | 612,403 |
| Invesco Ltd. | +107,458 | +11.4% | 1,052,326 |
| PRINCIPAL FINANCIAL GROUP INC | +106,980 | +25.0% | 534,461 |
| ALGERT GLOBAL LLC | +96,831 | +111.5% | 183,668 |
| Nuveen, LLC | +91,107 | +33.3% | 364,947 |
| ACADIAN ASSET MANAGEMENT LLC | +87,363 | +490.5% | 105,175 |
| CITADEL ADVISORS LLC | +80,620 | +73.7% | 189,946 |
| TUDOR INVESTMENT CORP ET AL | +74,319 | +238.1% | 105,538 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +73,962 | +422.1% | 91,483 |
| Bridgewater Associates, LP | +69,105 | +77.4% | 158,444 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +54,294 | +1.7% | 3,312,116 |
| COMMONWEALTH EQUITY SERVICES, LLC | +41,077 | +230.6% | 58,891 |
| BNP PARIBAS FINANCIAL MARKETS | +38,179 | +315.2% | 50,291 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| COOKE & BIELER LP | -458,962 | -58.1% | 330,340 |
| NOMURA ASSET MANAGEMENT INTERNATION | -377,447 | -24.5% | 1,165,245 |
| PALISADE CAPITAL MANAGEMENT, LP | -307,628 | -52.4% | 279,625 |
| JPMORGAN CHASE & CO | -268,401 | -24.5% | 828,398 |
| FRANKLIN RESOURCES INC | -264,998 | -10.3% | 2,310,174 |
| ALLIANCEBERNSTEIN L.P. | -228,496 | -46.1% | 267,211 |
| UBS Group AG | -145,642 | -58.5% | 103,247 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | -140,317 | -20.8% | 535,179 |
| BlackRock, Inc. | -134,636 | -1.8% | 7,515,901 |
| VANGUARD CAPITAL MANAGEMENT LLC | -112,112 | -4.7% | 2,255,877 |
| BANK OF AMERICA CORP /DE | -91,507 | -12.4% | 646,080 |
| SEI INVESTMENTS CO | -56,607 | -32.5% | 117,812 |
| T. Rowe Price Investment Management | -47,122 | -5.2% | 861,436 |
| PRICE T ROWE ASSOCIATES INC /MD | -44,528 | -35.9% | 79,413 |
| Aberdeen Group plc | -41,724 | -10.7% | 349,353 |
| SG Americas Securities, LLC | -41,299 | -86.6% | 6,405 |
| D. E. Shaw & Co., Inc. | -34,550 | -67.1% | 16,947 |
| LORD, ABBETT & CO. LLC | -30,878 | -22.1% | 108,676 |
| XTX Topco Ltd | -30,380 | -65.3% | 16,146 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -29,317 | -67.0% | 14,410 |