252 tracked 13F filers disclose a position in WSFS as of the latest SEC 13F filings, a combined $2.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $500.8M | 7.7M | ▼−3.0% Reduced · −234K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $233.1M | 3.6M | ▼−0.9% Reduced · −32K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $213.3M | 3.3M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $190.0M | 2.9M | ▲+0.3% Added · +10K sh | Q1 2026 | |
| 5 | FRANKLIN RESOURCES INC | $168.6M | 2.6M | ▲+4.4% Added · +109K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $155.0M | 2.4M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $89.1M | 1.4M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $70.7M | 1.1M | ▼−11% Reduced · −134K sh | Q1 2026 | |
| 9 | T. Rowe Price Investment Management, Inc. | Withheld | 909K | ▼−2.7% Reduced · −25K sh | Q1 2026 | |
| 10 | PZENA INVESTMENT MANAGEMENT LLC | $57.5M | 879K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 11 | COOKE & BIELER LP | $51.7M | 789K | ▼−25% Reduced · −267K sh | Q1 2026 | |
| 12 | BROWN ADVISORY INC | $48.8M | 745K | ▼−5.5% Reduced · −44K sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $48.3M | 738K | ▲+11% Added · +75K sh | Q1 2026 | |
| 14 | NORGES BANK | $39.2M | 710K | ▲+5.9% Added · +39K sh | Q4 2025 | |
| 15 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $54.1M | 705K | ▲+35% Added · +181K sh | Q2 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.8M | 699K | ▲+0.4% Added · +3K sh | Q1 2026 | |
| 17 | AMERICAN CENTURY COMPANIES INC | $45.3M | 691K | ▲+1.9% Added · +13K sh | Q1 2026 | |
| 18 | FRONTIER CAPITAL MANAGEMENT CO LLC | $44.2M | 675K | ▼−15% Reduced · −117K sh | Q1 2026 | |
| 19 | PALISADE CAPITAL MANAGEMENT, LP | $38.4M | 587K | ▼−7.4% Reduced · −47K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $38.0M | 581K | ▲+0.1% Added · +652 sh | Q1 2026 | |
| 21 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34.7M | 530K | ▼−3.2% Reduced · −17K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $33.0M | 504K | ▲+7.3% Added · +34K sh | Q1 2026 | |
| 23 | ALLIANCEBERNSTEIN L.P. | $27.4M | 496K | ▼−14% Reduced · −84K sh | Q1 2026 | |
| 24 | MORGAN STANLEY | $28.2M | 430K | ▼−18% Reduced · −92K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $28.0M | 427K | ▲+64% Added · +167K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in WSFS and 18 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 111 funds | $45.8B |
| BROADCOM INCAVGO | 110 funds | $24.6B |
| NVIDIA CORPNVDA | 109 funds | $63.4B |
| ALPHABET INC-CL AGOOGL | 109 funds | $30.6B |
| META PLATFORMS INC-CLASS AMETA | 109 funds | $20.1B |
| ELI LILLY & COLLY | 109 funds | $12.6B |
| VISA INC-CLASS A SHARESV | 109 funds | $9.0B |
| AMAZON.COM INCAMZN | 108 funds | $33.2B |
| COSTCO WHOLESALE CORPCOST | 108 funds | $8.3B |
| CHEVRON CORPCVX | 108 funds | $6.7B |
| UNITEDHEALTH GROUP INCUNH | 108 funds | $4.0B |
| JPMORGAN CHASE & COJPM | 107 funds | $15.4B |
Ranked by how many of WSFS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | LEVENSON RODGER | President & CEO | Sell (S) | 50K | $3.7M |
| Jun 10, 2026 | LEVENSON RODGER | President & CEO | Sell (S) | 15K | $1.1M |
| Feb 9, 2026 | BACCI ARTHUR J | EVP, COO | Sell (S) | 2K | $136K |
| Feb 9, 2026 | BACCI ARTHUR J | EVP, COO | Sell (S) | 17 | $1K |
| Feb 9, 2026 | BACCI ARTHUR J | EVP, COO | Sell (S) | 59 | $4K |
| Feb 5, 2026 | Kruzinski Shari | EVP, Chief Consumer Bk Officer | Sell (S) | 1K | $70K |
| Feb 5, 2026 | Wechsler James J | EVP Chief Comm'l Banking Ofc | Sell (S) | 450 | $31K |
| Feb 21, 2025 | LEVENSON RODGER | President & CEO | Sell (S) | 5K | $266K |
| Feb 21, 2025 | LEVENSON RODGER | President & CEO | Sell (S) | 2K | $131K |
| Nov 6, 2024 | Hopkins Jamie Patrick | Executive Vice President | Sell (S) | 8K | $467K |
| Jul 30, 2024 | Clark Stephen P | EVP | Sell (S) | 3K | $157K |
| Jul 30, 2024 | Clark Stephen P | EVP | Sell (S) | 10K | $559K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/WSFS/capital-change-brief"
Use Arkolith's capital_change_brief for WSFS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for WSFS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.