ETF Holdings Breakdown of WSFS

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

News associated with WSFS

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 09:23:00
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 08:35:10
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 08:34:54
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 09:06:52
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 09:33:00
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 08:55:04
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 08:16:50
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 07:28:51
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 05:14:49
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 08:20:49
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 07:59:00
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 08:16:53
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 09:04:59
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 07:51:04
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 10:41:13
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 09:14:51
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 08:35:27
State of New Jersey Common Pension Fund D Sells 3,199 Shares of WSFS Financial Co. (NASDAQ:WSFS): State of New Jersey Common Pension Fund D cut its stake in shares of WSFS Financial Co. (NASDAQ:WSFS – Free Report) by 8.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 36,507 shares of the bank’s stock after selling 3,199 shares during the quarter. State of New Jersey Common Pension Fund D’s […] - 2025-02-25 09:58:48

WSFS institutional holdings

The following institutional investment holdings of WSFS have been identified

Date ETF ISIN/Name Num Shares Book value
2025-05-08 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 34,504 USD 1,860,111

2025-05-08 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 5,765 USD 310,791 2.0%

2025-05-08 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 127 USD 6,847

Total = 40,396 USD 2,177,749
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-05-08	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	34,504	USD 1,860,111
2025-05-08	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	5,765	USD 310,791 2.0%
2025-05-08	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	127	USD 6,847
Total =	40,396	USD 2,177,749

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