Funds holding WSFS Financial Corp
335 funds declare a position · 84 ETFs and 251 other funds · 1.9B $· 21.2M SEK· 188K € · US9293281021
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 41,151 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 38,397 | 2.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 103 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 37,928 | 2.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 104 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 37,812 | 2.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 105 | Pzena Small Cap Value Fund Advisors Series Trust | 36,484 | 2.3M $ | 2.44 % | as of Feb 28, 2026 · Original filing |
| 106 | PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 36,100 | 2.6M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| 107 | Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 36,031 | 2.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 108 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 35,650 | 2.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 109 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,336 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 110 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 33,250 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 111 | VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 32,345 | 2.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 112 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 32,274 | 2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 113 | Column Small Cap Fund Trust for Professional Managers | 32,193 | 2M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 114 | Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 32,040 | 2.1M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 115 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 32,025 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 116 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 31,817 | 2.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 117 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 31,394 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 118 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 30,127 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 119 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,043 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 120 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 29,835 | 2M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 121 | EQ/Small Company Index Portfolio EQ Advisors Trust | 29,515 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 122 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 29,269 | 2.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 123 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 27,493 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 124 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 26,859 | 1.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 125 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 26,616 | 1.9M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 126 | Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 26,264 | 1.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| 127 | Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 26,217 | 1.7M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| 128 | First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 26,178 | 1.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 129 | Small Cap Index Fund Northern Funds | 24,964 | 1.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 130 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 24,112 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 131 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 24,048 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 132 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 23,784 | 1.6M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| 133 | NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 23,700 | 1.6M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 134 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,435 | 1.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 135 | Global X Russell 2000 ETF GLOBAL X FUNDS | 23,110 | 1.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 136 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 22,141 | 1.4M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 137 | Small Cap Index Fund VALIC Co I | 21,670 | 1.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 138 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 21,628 | 1.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 139 | Avantis U.S. Equity ETF American Century ETF Trust | 21,122 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 140 | iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 20,810 | 1.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 141 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 20,606 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 142 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,536 | 1.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 143 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 20,053 | 1.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 144 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 19,906 | 1.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 145 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 19,277 | 1.3M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| 146 | Cromwell Greenspring Mid Cap Fund Total Fund Solution | 19,242 | 1.3M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 147 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 19,101 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 148 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,856 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 149 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,824 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 150 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 18,705 | 1.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 151 | Simplicity Småbolag Global Simplicity AB | 18,500 | 11.4M SEK | 1.35 % | as of Mar 31, 2026 · Original filing |
| 152 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 18,276 | 1.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 153 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 17,375 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 154 | SMALL CAP EQUITY FUND GuideStone Funds | 17,164 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 155 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,885 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 156 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,379 | 1.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 157 | iShares Russell 3000 ETF iShares Trust | 16,183 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 158 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,080 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 159 | MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 16,068 | 1.1M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 160 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 15,875 | 1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 161 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 15,804 | 1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 162 | Timothy Plan US Small Cap Core ETF Timothy Plan | 15,713 | 1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 163 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 15,705 | 9.8M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 164 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 15,516 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 165 | AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 14,860 | 972.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 166 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 14,824 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 167 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 14,708 | 962.8K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 168 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,092 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 169 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,007 | 916.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 170 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 12,575 | 823.2K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 171 | Nomura VIP Opportunity Series Delaware VIP Trust | 12,415 | 812.7K $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| 172 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 12,219 | 776K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 173 | AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 12,189 | 797.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 174 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,065 | 789.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 175 | Small Company Value Trust John Hancock Variable Insurance Trust | 11,978 | 784.1K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 176 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 11,800 | 849.2K $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 177 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,639 | 837.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 178 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 10,803 | 686.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 179 | Small Cap Core Fund Northern Funds | 10,692 | 699.9K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 180 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,643 | 696.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 181 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,609 | 694.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 182 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 10,414 | 681.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 183 | Small Cap Value Fund Northern Funds | 10,357 | 678K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 184 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 10,313 | 675.1K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 185 | Small Cap Value Fund VALIC Co I | 10,150 | 644.6K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 186 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 9,607 | 628.9K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 187 | Small Cap Index Trust John Hancock Variable Insurance Trust | 9,569 | 626.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 188 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,060 | 652K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 189 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 9,048 | 574.6K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 190 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,518 | 557.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 191 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,359 | 601.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 192 | Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 8,352 | 546.7K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 193 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,312 | 527.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 194 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 8,084 | 581.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 195 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 8,014 | 576.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 196 | Diversified Equity Master Portfolio Master Investment Portfolio | 7,977 | 522.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 197 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,839 | 513.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 198 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 7,709 | 504.6K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 199 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 7,620 | 483.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 200 | AST Small-Cap Equity Portfolio Advanced Series Trust | 7,600 | 497.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
318 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,650,537 | 500.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,560,556 | 233.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,902,744 | 190M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 2,575,172 | 168.6M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,542,692 | 101M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,360,553 | 89.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,096,799 | 70.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 944,868 | 61.9M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 878,588 | 57.5M $ | as of Mar 31, 2026 |
| COOKE & BIELER LP | 789,302 | 51.7M $ | as of Mar 31, 2026 |
| BROWN ADVISORY INC | 744,889 | 48.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 737,587 | 48.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 699,183 | 45.8M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 691,361 | 45.3M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 675,496 | 44.2M $ | as of Mar 31, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | 587,253 | 38.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 581,213 | 38M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 530,175 | 34.7M $ | as of Mar 31, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 524,180 | 34.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 504,365 | 33M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 430,394 | 28.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 427,481 | 28M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 495,707 | 27.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 416,739 | 26.9M $ | as of Mar 31, 2026 |
| Aberdeen Group plc | 391,077 | 25.6M $ | as of Mar 31, 2026 |