# WSFS FINL CORP (WSFS) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 929328102
Page URL: https://superinvestorclub.com/stock/WSFS
Last updated: 2026-08-29T13:49:24.995Z

## Summary

As of the most recent 13F filing period, WSFS FINL CORP (WSFS) is held by 2 tracked superinvestors with an aggregate position value of $80.3M representing 0888496158444 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 888496 | $68.2M | 0.20% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 158444 | $12.2M | 0.05% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2025-03-31: 1 holders, $40.9M aggregate, 0787809 shares
- 2025-06-30: 1 holders, $44.6M aggregate, 0811169 shares
- 2025-09-30: 1 holders, $50.1M aggregate, 0928413 shares
- 2025-12-31: 1 holders, $48.4M aggregate, 0876816 shares
- 2026-03-31: 2 holders, $63.4M aggregate, 087858889339 shares
- 2026-06-30: 2 holders, $80.3M aggregate, 0888496158444 shares

## Recent congressional trades (4)

- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-06-17: Lisa McClain (Republican-MI) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "WSFS FINL CORP (WSFS) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/WSFS), aggregating SEC 13F, Form 4, and congressional disclosures."