WSFS NASDAQ
WSFS Financial Corporation
1W: +1.6%
1M: +3.3%
3M: +6.0%
YTD: +30.6%
1Y: +31.8%
3Y: +140.1%
5Y: +42.5%
$71.69
+0.00 (+0.00%)
Weekly Expected Move ±2.3%
$67
$68
$70
$71
$73
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — WSFS
363
Institutional Holders
+22 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
50
New Positions
97
Increased
170
Reduced
74
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (403 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,650,537 | $$548M | -234,287 | -3.0% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 5,956,546 | $$427M | -176,995 | -2.9% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 4,735,978 | $$340M | — | +0.0% | 1Q | SEC ↗ |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3,560,556 | $$255M | -31,907 | -0.9% | 13Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 3,257,822 | $$234M | — | +0.0% | 1Q | SEC ↗ |
| 6 | STATE STREET CORP | 2,902,744 | $$208M | +9,506 | +0.3% | 13Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 2,575,172 | $$185M | +109,380 | +4.4% | 13Q | SEC ↗ |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,542,692 | $$111M | -110,921 | -6.7% | 2Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,360,553 | $$98M | -1,783 | -0.1% | 13Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 1,096,799 | $$79M | -134,499 | -10.9% | 13Q | SEC ↗ |
| 11 | Invesco Ltd. | 944,868 | $$68M | -121,723 | -11.4% | 13Q | SEC ↗ |
| 12 | T. Rowe Price Investment Management, I | 908,558 | $$65M | -394,918 | -30.3% | 13Q | SEC ↗ |
| 13 | PZENA INVESTMENT MANAGEMENT LLC | 878,588 | $$63M | +1,772 | +0.2% | 13Q | SEC ↗ |
| 14 | COOKE & BIELER LP | 789,302 | $$57M | -266,600 | -25.2% | 13Q | SEC ↗ |
| 15 | BROWN ADVISORY INC | 788,575 | $$57M | -42,813 | -5.1% | 12Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 737,587 | $$53M | +75,283 | +11.4% | 13Q | SEC ↗ |
| 17 | NORGES BANK NEW | 709,500 | $$51M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 699,183 | $$50M | +2,632 | +0.4% | 13Q | SEC ↗ |
| 19 | AMERICAN CENTURY COMPANIES INC | 691,361 | $$50M | +12,741 | +1.9% | 13Q | SEC ↗ |
| 20 | FRONTIER CAPITAL MANAGEMENT CO LLC | 675,496 | $$48M | -117,005 | -14.8% | 13Q | SEC ↗ |
| 21 | PALISADE CAPITAL MANAGEMENT, LP | 587,253 | $$42M | -46,721 | -7.4% | 13Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 581,213 | $$42M | +652 | +0.1% | 13Q | SEC ↗ |
| 23 | ALLIANCEBERNSTEIN L.P. | 579,625 | $$42M | -59,285 | -9.3% | 12Q | SEC ↗ |
| 24 | MANUFACTURERS LIFE INSURANCE COMPANY, | 530,175 | $$38M | -17,347 | -3.2% | 13Q | SEC ↗ |
| 25 | VAUGHAN NELSON INVESTMENT MANAGEMENT, NEW | 524,180 | $$38M | — | +0.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 522,821 | $$37M | +95,686 | +22.4% | 12Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 504,365 | $$36M | -436,017 | -46.4% | 13Q | SEC ↗ |
| 28 | PRINCIPAL FINANCIAL GROUP INC | 427,481 | $$31M | +166,837 | +64.0% | 13Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 416,739 | $$30M | +3,122 | +0.8% | 6Q | SEC ↗ |
| 30 | Aberdeen Group plc | 391,077 | $$28M | +7,865 | +2.1% | 9Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 387,125 | $$28M | -18,986 | -4.7% | 13Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO NEW | 349,163 | $$25M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Boston Partners | 340,772 | $$24M | -9,986 | -2.8% | 4Q | SEC ↗ |
| 34 | Nuveen, LLC | 273,840 | $$20M | +95,568 | +53.6% | 5Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 256,875 | $$18M | +101,070 | +64.9% | 6Q | SEC ↗ |
| 36 | Freestone Grove Partners LP NEW | 251,148 | $$18M | — | +0.0% | 1Q | SEC ↗ |
| 37 | UBS Group AG | 248,889 | $$18M | +34,136 | +15.9% | 13Q | SEC ↗ |
| 38 | MILLENNIUM MANAGEMENT LLC | 236,142 | $$17M | -144,918 | -38.0% | 12Q | SEC ↗ |
| 39 | NEW YORK STATE COMMON RETIREMENT FUND | 231,396 | $$17M | -13,275 | -5.4% | 13Q | SEC ↗ |
| 40 | Fisher Asset Management, LLC | 227,911 | $$16M | -35 | -0.0% | 11Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 191,641 | $$14M | +13,582 | +7.6% | 12Q | SEC ↗ |
| 42 | Clearbridge Investments, LLC | 191,625 | $$14M | +43,928 | +29.7% | 7Q | SEC ↗ |
| 43 | Public Sector Pension Investment Board | 191,040 | $$14M | +1,778 | +0.9% | 13Q | SEC ↗ |
| 44 | SEI INVESTMENTS CO | 174,419 | $$13M | +53,416 | +44.1% | 13Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC | 169,122 | $$12M | +21,586 | +14.6% | 12Q | SEC ↗ |
| 46 | EARNEST PARTNERS LLC | 157,664 | $$11M | -11,268 | -6.7% | 12Q | SEC ↗ |
| 47 | RHUMBLINE ADVISERS | 148,954 | $$11M | -2,424 | -1.6% | 13Q | SEC ↗ |
| 48 | WELLINGTON MANAGEMENT GROUP LLP | 145,383 | $$10M | -27,260 | -15.8% | 13Q | SEC ↗ |
| 49 | LORD, ABBETT & CO. LLC | 139,554 | $$10M | -2,722 | -1.9% | 13Q | SEC ↗ |
| 50 | TUDOR INVESTMENT CORP ET AL | 137,124 | $$10M | +94,360 | +220.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 4,735,978 | $$340M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,257,822 | $$234M |
| NORGES BANK | 709,500 | $$51M |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 524,180 | $$38M |
| VANGUARD FIDUCIARY TRUST CO | 349,163 | $$25M |
| Freestone Grove Partners LP | 251,148 | $$18M |
| AXA Investment Managers S.A. | 89,899 | $$6M |
| ALGERT GLOBAL LLC | 86,837 | $$6M |
| Cubist Systematic Strategies, LLC | 76,233 | $$5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 47,068 | $$3M |
| Oliver Luxxe Assets LLC | 34,428 | $$2M |
| Vanguard Global Advisers, LLC | 30,571 | $$2M |
| HRT FINANCIAL LP | 26,405 | $$2M |
| LAZARD ASSET MANAGEMENT LLC | 26,358 | $$2M |
| CANADA PENSION PLAN INVESTMENT BOAR | 22,600 | $$2M |
| Man Group plc | 18,657 | $$1M |
| Elo Mutual Pension Insurance Co | 18,544 | $$1M |
| TWINBEECH CAPITAL LP | 18,330 | $$1M |
| Integrated Quantitative Investments | 18,034 | $$1M |
| COMMONWEALTH EQUITY SERVICES, LLC | 17,814 | $$1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MACQUARIE GROUP LTD | 3,789,431 | $$272M |
| Champlain Investment Partners, LLC | 1,194,893 | $$86M |
| Point72 Asset Management, L.P. | 222,041 | $$16M |
| AXA S.A. | 85,734 | $$6M |
| WINTON GROUP Ltd | 80,460 | $$6M |
| Edgestream Partners, L.P. | 58,487 | $$4M |
| ExodusPoint Capital Management, LP | 57,013 | $$4M |
| DENALI ADVISORS LLC | 43,900 | $$3M |
| Siena Capital Partners GP, LLC | 43,819 | $$3M |
| Campbell & CO Investment Adviser LL | 40,179 | $$3M |
| TEXAS PERMANENT SCHOOL FUND CORP | 32,505 | $$2M |
| Quantbot Technologies LP | 19,353 | $$1M |
| Entropy Technologies, LP | 17,395 | $$1M |
| Engineers Gate Manager LP | 17,252 | $$1M |
| Verition Fund Management LLC | 14,450 | $$1M |
| Diversified Trust Co | 13,520 | $$969K |
| Assenagon Asset Management S.A. | 13,506 | $$968K |
| Bryce Point Capital, LLC | 12,692 | $$910K |
| GAMCO INVESTORS, INC. ET AL | 11,809 | $$847K |
| READYSTATE ASSET MANAGEMENT LP | 11,145 | $$799K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | +166,837 | +64.0% | 427,481 |
| FRANKLIN RESOURCES INC | +109,380 | +4.4% | 2,575,172 |
| VICTORY CAPITAL MANAGEMENT INC | +106,071 | +466.2% | 128,825 |
| AQR CAPITAL MANAGEMENT LLC | +101,070 | +64.9% | 256,875 |
| TWO SIGMA INVESTMENTS, LP | +97,159 | +1339.9% | 104,410 |
| MORGAN STANLEY | +95,686 | +22.4% | 522,821 |
| Nuveen, LLC | +95,568 | +53.6% | 273,840 |
| TUDOR INVESTMENT CORP ET AL | +94,360 | +220.7% | 137,124 |
| NATIXIS ADVISORS, LLC | +91,159 | +380.0% | 115,147 |
| BANK OF AMERICA CORP /DE | +75,283 | +11.4% | 737,587 |
| BESSEMER GROUP INC | +70,480 | +20548.1% | 70,823 |
| D. E. Shaw & Co., Inc. | +57,689 | +342.8% | 74,520 |
| FMR LLC | +56,103 | +470.8% | 68,020 |
| SEI INVESTMENTS CO | +53,416 | +44.1% | 174,419 |
| TWO SIGMA ADVISERS, LP | +46,500 | +1092.8% | 50,755 |
| Clearbridge Investments, LLC | +43,928 | +29.7% | 191,625 |
| UBS Group AG | +34,136 | +15.9% | 248,889 |
| INTECH INVESTMENT MANAGEMENT LLC | +29,794 | +71.6% | 71,417 |
| FIFTH THIRD BANCORP | +28,490 | +11821.6% | 28,731 |
| JANUS HENDERSON GROUP PLC | +23,021 | +100.0% | 46,042 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -436,017 | -46.4% | 504,365 |
| T. Rowe Price Investment Management | -394,918 | -30.3% | 908,558 |
| COOKE & BIELER LP | -266,600 | -25.2% | 789,302 |
| BlackRock, Inc. | -234,287 | -3.0% | 7,650,537 |
| VANGUARD GROUP INC | -176,995 | -2.9% | 5,956,546 |
| Qube Research & Technologies Ltd | -164,381 | -93.1% | 12,247 |
| MILLENNIUM MANAGEMENT LLC | -144,918 | -38.0% | 236,142 |
| JPMORGAN CHASE & CO | -134,499 | -10.9% | 1,096,799 |
| Invesco Ltd. | -121,723 | -11.4% | 944,868 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | -117,005 | -14.8% | 675,496 |
| NOMURA ASSET MANAGEMENT INTERNATION | -110,921 | -6.7% | 1,542,692 |
| CITADEL ADVISORS LLC | -96,339 | -62.9% | 56,895 |
| BARCLAYS PLC | -72,413 | -69.1% | 32,345 |
| ROYAL BANK OF CANADA | -66,909 | -51.1% | 64,041 |
| ALLIANCEBERNSTEIN L.P. | -59,285 | -9.3% | 579,625 |
| PALISADE CAPITAL MANAGEMENT, LP | -46,721 | -7.4% | 587,253 |
| Allspring Global Investments Holdin | -44,471 | -24.9% | 133,933 |
| BROWN ADVISORY INC | -42,813 | -5.1% | 788,575 |
| HEALTHCARE OF ONTARIO PENSION PLAN | -41,934 | -83.8% | 8,078 |
| Balyasny Asset Management L.P. | -41,769 | -92.9% | 3,179 |