ETF Holdings Breakdown of WSFS

Stock Name	WSFS Financial Corporation
Ticker	WSFS(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US9293281021
LEI	549300SU7VQHD6QRG886

WSFS institutional holdings

The following institutional investment holdings of WSFS have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-17 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 6,153 USD 315,895

2025-10-17 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 35,390 USD 1,816,923 -4.1%

2025-10-17 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 244 USD 12,527 -4.1%

Total = 41,787 USD 2,145,345
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	6,153	USD 315,895
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	35,390	USD 1,816,923 -4.1%
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	244	USD 12,527 -4.1%
Total =	41,787	USD 2,145,345

News associated with WSFS

Short Interest in WSFS Financial Corporation (NASDAQ:WSFS) Rises By 48.1%: WSFS Financial Corporation (NASDAQ:WSFS – Get Free Report) was the recipient of a large increase in short interest during the month of August. As of August 15th, there was short interest totaling 1,600,000 shares, anincreaseof48.1% from the July 31st total of 1,080,000 shares. Based on an average daily volume of 334,900 shares, the days-to-cover ratio […] - 2025-09-08 02:54:57
Comparing WSFS Financial (NASDAQ:WSFS) and Security Bancorp (OTCMKTS:SCYT): WSFS Financial (NASDAQ:WSFS – Get Free Report) and Security Bancorp (OTCMKTS:SCYT – Get Free Report) are both finance companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, valuation and institutional ownership. Analyst Recommendations This is a summary of recent […] - 2025-08-11 05:50:48
WSFS Financial Corporation (NASDAQ:WSFS) Shares Acquired by XTX Topco Ltd: XTX Topco Ltd increased its position in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 161.3% in the first quarter, HoldingsChannel reports. The firm owned 11,190 shares of the bank’s stock after acquiring an additional 6,908 shares during the quarter. XTX Topco Ltd’s holdings in WSFS Financial were worth $580,000 as of its […] - 2025-08-06 05:20:52
Universal Beteiligungs und Servicegesellschaft mbH Buys Shares of 63,428 WSFS Financial Corporation (NASDAQ:WSFS): Universal Beteiligungs und Servicegesellschaft mbH purchased a new position in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 63,428 shares of the bank’s stock, valued at approximately $3,290,000. Universal Beteiligungs und Servicegesellschaft mbH owned about […] - 2025-07-29 05:23:07
Brokerages Set WSFS Financial Corporation (NASDAQ:WSFS) Price Target at $62.75: Shares of WSFS Financial Corporation (NASDAQ:WSFS – Get Free Report) have earned an average rating of “Hold” from the five ratings firms that are covering the company, Marketbeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation and two have assigned a buy recommendation to the company. The average twelve-month […] - 2025-07-23 06:29:00
Teacher Retirement System of Texas Has $697,000 Stock Holdings in WSFS Financial Corporation (NASDAQ:WSFS): Teacher Retirement System of Texas trimmed its position in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 5.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,430 shares of the bank’s stock after selling 737 shares during the period. Teacher […] - 2025-07-16 04:29:00
New York State Teachers Retirement System Decreases Holdings in WSFS Financial Corporation (NASDAQ:WSFS): New York State Teachers Retirement System cut its holdings in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 1.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,340 shares of the bank’s stock after selling 300 shares during […] - 2025-07-10 04:58:59
Oregon Public Employees Retirement Fund Has $695,000 Stake in WSFS Financial Corporation (NASDAQ:WSFS): Oregon Public Employees Retirement Fund lowered its stake in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 3.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,403 shares of the bank’s stock after selling 500 shares during the period. […] - 2025-07-07 05:48:56
WSFS Financial Corporation (NASDAQ:WSFS) Shares Sold by Illinois Municipal Retirement Fund: Illinois Municipal Retirement Fund cut its position in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 1.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,803 shares of the bank’s stock after selling 355 shares during the period. Illinois Municipal Retirement […] - 2025-07-01 05:41:08
Rhumbline Advisers Sells 8,411 Shares of WSFS Financial Co. (NASDAQ:WSFS): Rhumbline Advisers lowered its stake in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 4.8% in the first quarter, Holdings Channel reports. The fund owned 168,512 shares of the bank’s stock after selling 8,411 shares during the quarter. Rhumbline Advisers’ holdings in WSFS Financial were worth $8,741,000 at the end of the most recent reporting […] - 2025-06-11 05:14:55
GAMMA Investing LLC Has $5.48 Million Stake in WSFS Financial Co. (NASDAQ:WSFS): GAMMA Investing LLC raised its stake in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 7,004.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 105,711 shares of the bank’s stock after purchasing an additional 104,223 shares during the quarter. GAMMA Investing LLC’s […] - 2025-06-10 04:38:55
WSFS Financial (NASDAQ:WSFS) Downgraded by Wall Street Zen to “Sell”: Wall Street Zen cut shares of WSFS Financial (NASDAQ:WSFS – Free Report) from a hold rating to a sell rating in a research report released on Friday. A number of other equities analysts have also weighed in on the stock. Keefe, Bruyette & Woods reduced their target price on shares of WSFS Financial from $66.00 […] - 2025-06-02 02:32:49
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Has $1.79 Million Holdings in WSFS Financial Co. (NASDAQ:WSFS): MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,659 shares of the bank’s stock after acquiring an additional 1,276 shares during the quarter. […] - 2025-05-23 05:32:53
Price T Rowe Associates Inc. MD Has $2.76 Million Position in WSFS Financial Co. (NASDAQ:WSFS): Price T Rowe Associates Inc. MD lessened its stake in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 33.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 51,867 shares of the bank’s stock after selling 26,284 shares […] - 2025-05-07 06:23:00
Sterling Capital Management LLC Boosts Stock Position in WSFS Financial Co. (NASDAQ:WSFS): Sterling Capital Management LLC boosted its position in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 804.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,863 shares of the bank’s stock after buying an additional 1,657 shares during the period. Sterling […] - 2025-04-23 05:35:10
WSFS Financial Co. (NASDAQ:WSFS) Stock Holdings Trimmed by Invesco Ltd.: Invesco Ltd. trimmed its holdings in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 0.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 954,195 shares of the bank’s stock after selling 6,372 shares during the quarter. Invesco Ltd.’s holdings in WSFS Financial were worth $50,696,000 as of its most recent filing […] - 2025-04-16 05:34:54
Wellington Management Group LLP Decreases Stock Position in WSFS Financial Co. (NASDAQ:WSFS): Wellington Management Group LLP lowered its stake in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 200,932 shares of the bank’s stock after selling 14,827 shares during the period. Wellington Management Group […] - 2025-04-10 06:06:52
Sei Investments Co. Purchases 20,784 Shares of WSFS Financial Co. (NASDAQ:WSFS): Sei Investments Co. grew its position in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 58.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 56,359 shares of the bank’s stock after acquiring an additional 20,784 shares during the quarter. Sei Investments Co.’s holdings in WSFS […] - 2025-04-04 06:33:00
WSFS Financial Co. (NASDAQ:WSFS) Shares Acquired by JPMorgan Chase & Co.: JPMorgan Chase & Co. boosted its position in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 309.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,687,824 shares of the bank’s stock after purchasing an additional 1,276,078 shares during the quarter. JPMorgan Chase & Co. […] - 2025-04-04 05:55:04
Prudential Financial Inc. Has $3.18 Million Holdings in WSFS Financial Co. (NASDAQ:WSFS): Prudential Financial Inc. decreased its holdings in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 32.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 59,831 shares of the bank’s stock after selling 28,850 shares during the quarter. Prudential Financial Inc.’s holdings in […] - 2025-04-03 05:16:50
Teacher Retirement System of Texas Trims Stock Holdings in WSFS Financial Co. (NASDAQ:WSFS): Teacher Retirement System of Texas reduced its position in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 2.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 14,167 shares of the bank’s stock after selling 308 shares during the quarter. Teacher Retirement System of Texas’ holdings in WSFS Financial were worth $753,000 as of […] - 2025-03-31 04:28:51
WSFS Financial Co. (NASDAQ:WSFS) Sees Significant Increase in Short Interest: WSFS Financial Co. (NASDAQ:WSFS – Get Free Report) saw a significant increase in short interest in the month of March. As of March 15th, there was short interest totalling 1,840,000 shares, an increase of 42.6% from the February 28th total of 1,290,000 shares. Based on an average daily volume of 302,800 shares, the short-interest ratio […] - 2025-03-31 02:14:49
Thrivent Financial for Lutherans Has $2.56 Million Stock Holdings in WSFS Financial Co. (NASDAQ:WSFS): Thrivent Financial for Lutherans lowered its holdings in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 6.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 48,173 shares of the bank’s stock after selling 3,449 shares during the period. Thrivent Financial for […] - 2025-03-28 06:20:49
Natixis Advisors LLC Grows Stock Holdings in WSFS Financial Co. (NASDAQ:WSFS): Natixis Advisors LLC increased its stake in WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 28.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,884 shares of the bank’s stock after purchasing an additional 3,064 shares during the quarter. Natixis Advisors LLC’s holdings in […] - 2025-03-27 05:59:00
Cibc World Markets Corp Invests $294,000 in WSFS Financial Co. (NASDAQ:WSFS): Cibc World Markets Corp purchased a new position in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 5,533 shares of the bank’s stock, valued at approximately $294,000. A number of other […] - 2025-03-25 06:16:53
1,580 Shares in WSFS Financial Co. (NASDAQ:WSFS) Bought by AlphaQuest LLC: AlphaQuest LLC purchased a new position in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,580 shares of the bank’s stock, valued at approximately $84,000. Other hedge funds have also bought and sold shares of the company. KBC Group NV lifted its holdings […] - 2025-03-20 07:04:59
Raymond James Financial Inc. Purchases New Position in WSFS Financial Co. (NASDAQ:WSFS): Raymond James Financial Inc. bought a new position in WSFS Financial Co. (NASDAQ:WSFS – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 341,943 shares of the bank’s stock, valued at approximately $18,167,000. Other institutional investors and hedge funds have also modified their holdings of the company. Victory Capital Management Inc. […] - 2025-03-18 05:51:04
Los Angeles Capital Management LLC Sells 8,329 Shares of WSFS Financial Co. (NASDAQ:WSFS): Los Angeles Capital Management LLC decreased its stake in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 61.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,231 shares of the bank’s stock after selling 8,329 shares during the quarter. Los […] - 2025-03-05 08:41:13
Private Advisor Group LLC Cuts Stock Holdings in WSFS Financial Co. (NASDAQ:WSFS): Private Advisor Group LLC reduced its stake in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 8.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,282 shares of the bank’s stock after selling 2,373 shares during the quarter. Private Advisor […] - 2025-02-28 07:14:51
WSFS Financial Co. (NASDAQ:WSFS) Shares Purchased by Principal Financial Group Inc.: Principal Financial Group Inc. increased its position in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 317,254 shares of the bank’s stock after buying an additional 10,915 shares during the period. Principal Financial […] - 2025-02-26 06:35:27

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