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Of the 12 tracked institutions holding WSFS, 6 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +5.0pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, WSFS (WSFS FINL CORP) is held with a combined value of $1.09B across 17,594,845 shares. The largest holder is BlackRock, Inc. with a position worth $500.80M. Bridgewater Associates, LP opened a new position in the most recent quarter. 4 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$1.09B
Total Shares Held
17,594,845
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $500.80M | 0.01% | -3.0% |
| 2 | VANGUARD GROUP INC | $329.04M | 0.00% | -2.9% |
| 3 | STATE STREET CORP | $190.01M | 0.01% | +0.3% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $16.82M | 0.01% | +64.9% |
| 5 | Fisher Asset Management, LLC | $14.92M | 0.01% | -0.0% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $9.52M | 0.00% | -15.8% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $8.11M | 0.00% | -19.1% |
| 8 | CITADEL ADVISORS LLC | $7.16M | 0.01% | +92.2% |
| 9 | Bridgewater Associates, LP | $5.85M | 0.03% | New |
| 10 | FMR LLC | $4.45M | 0.00% | +470.8% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 31, 2025 |
| Lisa McClain | Buy | Oct 30, 2025 |
| Lisa McClain | Buy | Jun 17, 2025 |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of WSFS with a position worth $500.80M, representing 0.01% of their portfolio. In total, 12 institutional investors hold WSFS with a combined value of $1.09B.
In the most recent quarter, 1 fund opened a new position in WSFS. Additionally, 4 increased their holdings and 7 reduced their positions.
Institutional investors hold $1.09B worth of WSFS stock across 12 positions. The largest institutional holder is BlackRock, Inc. with $500.80M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For WSFS, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their WSFS positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$79.84
2026-07-24
YTD
+45.0%
99% of 52-week range
