Public record / Tickers / WSFS

WSFS — WSFS FINANCIAL CORP†

Both disclosure regimes on one name: who in Congress filed about WSFS, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming WSFS
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
267
top-267 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-10-31 → filed 2025-11-21. Ranked over every WSFS row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WSFS · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WSFS
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in WSFS

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing WSFS in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · WSFS

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $5.8M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WSFS FINL CORP

Merged timeline of congressional filings and notable-manager moves on WSFS
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+89,339 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of WSFS for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$501M1
2DIMENSIONAL FUND ADVISORS LP$233M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$213M1
4STATE STREET CORP$190M1
5FRANKLIN RESOURCES INC$169M1
6VANGUARD CAPITAL MANAGEMENT LLC$155M1
7NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$101M1
8Invesco Ltd.$61.9M1
9PZENA INVESTMENT MANAGEMENT LLC$57.5M1
10BROWN ADVISORY INC$48.8M1
11BANK OF AMERICA CORP /DE/$48.3M1
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC$45.8M1
13AMERICAN CENTURY COMPANIES INC$45.3M1
14FRONTIER CAPITAL MANAGEMENT CO LLC$44.2M1
15PALISADE CAPITAL MANAGEMENT, LP$38.4M1
16NORTHERN TRUST CORP$38.0M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$34.7M1
18MORGAN STANLEY$28.2M1
19PRINCIPAL FINANCIAL GROUP INC$28.0M1
20ALLIANCEBERNSTEIN L.P.$27.4M1
21RAYMOND JAMES FINANCIAL INC$26.9M1
22Aberdeen Group plc$25.6M1
23VANGUARD FIDUCIARY TRUST CO$22.9M1
24Nuveen, LLC$17.9M1
25AQR CAPITAL MANAGEMENT LLC$16.8M1
26TWO SIGMA INVESTMENTS, LP$16.6M1
27Freestone Grove Partners LP$16.4M1
28UBS Group AG$16.3M1
29Fisher Asset Management, LLC$14.9M1
30PUBLIC SECTOR PENSION INVESTMENT BOARD$12.5M1
31SEI INVESTMENTS CO$11.4M1
32JANE STREET GROUP, LLC$11.1M1
33WELLINGTON MANAGEMENT GROUP LLP$9.5M1
34EARNEST PARTNERS LLC$9.5M1
35WELLS FARGO & COMPANY/MN$9.4M1
36Allspring Global Investments Holdings, LLC$8.8M1
37VICTORY CAPITAL MANAGEMENT INC$8.4M1
38Legal & General Group Plc$8.0M1
39CRAWFORD INVESTMENT COUNSEL INC$7.8M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.8M1
41ENVESTNET ASSET MANAGEMENT INC$7.3M1
42CITADEL ADVISORS LLC$7.2M1
43Swiss National Bank$7.1M1
44FIRST TRUST ADVISORS LP$7.0M1
45PRUDENTIAL FINANCIAL INC$5.9M1
46Bridgewater Associates, LP$5.8M1
47Wilmington Savings Fund Society, FSB$5.1M1
48BNP Paribas Asset Management Holding S.A.$5.0M1
49INTECH INVESTMENT MANAGEMENT LLC$4.7M1
50FMR LLC$4.5M1
51ROYAL BANK OF CANADA$4.2M1
52Universal- Beteiligungs- und Servicegesellschaft mbH$4.2M1
53D. E. Shaw & Co., Inc.$3.4M1
54CITIGROUP INC$3.1M1
55VANGUARD ASSET MANAGEMENT, Ltd$3.1M1
56XTX Topco Ltd$3.0M1
57DEUTSCHE BANK AG\$3.0M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.9M1
59Rafferty Asset Management, LLC$2.8M1
60BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.8M1
61MILLENNIUM MANAGEMENT LLC$2.7M1
62Trexquant Investment LP$2.3M1
63Oliver Luxxe Assets LLC$2.3M1
64State of New Jersey Common Pension Fund D$2.2M1
65Pathstone Holdings, LLC$2.2M1
66BARCLAYS PLC$2.1M1
67Vanguard Global Advisers, LLC$2.0M1
68FIFTH THIRD BANCORP$1.9M1
69Aristotle Capital Boston, LLC$1.9M1
70Illinois Municipal Retirement Fund$1.8M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.8M1
72LAZARD ASSET MANAGEMENT LLC$1.7M1
73LPL Financial LLC$1.7M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.6M1
75Private Advisor Group, LLC$1.6M1
76IEQ CAPITAL, LLC$1.6M1
77HSBC HOLDINGS PLC$1.5M1
78RENAISSANCE TECHNOLOGIES LLC$1.5M1
79Janus Henderson Group Ltd.$1.5M1
80CANADA PENSION PLAN INVESTMENT BOARD$1.5M1
81TEACHER RETIREMENT SYSTEM OF TEXAS$1.4M1
82Cetera Investment Advisers$1.3M1
83SALZHAUER MICHAEL$1.3M1
84Creative Planning$1.2M1
85Integrated Quantitative Investments LLC$1.2M1
86COMMONWEALTH EQUITY SERVICES, LLC$1.2M1
87Zurcher Kantonalbank (Zurich Cantonalbank)$1.2M1
88ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.1M1
89Cerity Partners LLC$1.1M1
90Mariner, LLC$1.1M1
91Graham Capital Management, L.P.$1.0M1
92Man Group plc$1.0M1
93Arizona State Retirement System$983K1
94Vanguard Investments Australia, Ltd.$966K1
95LOUNTZIS ASSET MANAGEMENT, LLC$957K1
96Quantinno Capital Management LP$927K1
97Summit Trail Advisors, LLC$924K1
98Mill Creek Capital Advisors, LLC$922K1
99Verdence Capital Advisors LLC$916K1
100COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$865K1
101SummerHaven Investment Management, LLC$848K1
102Qube Research & Technologies Ltd$802K1
103OREGON PUBLIC EMPLOYEES RETIREMENT FUND$799K1
104Tidal Investments LLC$784K1
105BAILARD, INC.$772K1
106UNIVEST FINANCIAL Corp$760K1
107Modera Wealth Management, LLC$669K1
108&PARTNERS$653K1
109VOYA INVESTMENT MANAGEMENT LLC$602K1
110Pictet Asset Management Holding SA$586K1
111CWM, LLC$570K1
112Bryn Mawr Trust Advisors, LLC$567K1
113Equitable Holdings, Inc.$566K1
114VOLORIDGE INVESTMENT MANAGEMENT, LLC$549K1
115ProShare Advisors LLC$544K1
116Lido Advisors, LLC$540K1
117HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$529K1
118ALPS ADVISORS INC$517K1
119Pine Valley Investments Ltd Liability Co$511K1
120Maryland State Retirement & Pension System$508K1
121Vanguard Personalized Indexing Management, LLC$487K1
122STIFEL FINANCIAL CORP$480K1
123WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$458K1
124Haverford Trust Co$458K1
125MERCER GLOBAL ADVISORS INC /ADV$456K1
126Focus Partners Wealth$443K1
127JMN Financial LLC$430K1
128PLANNING DIRECTIONS INC$427K1
129COMMERCE BANK$426K1
130ROYCE & ASSOCIATES LP$416K1
131EntryPoint Capital, LLC$413K1
132Westover Capital Advisors, LLC$400K1
133MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$400K1
134Swiss Life Asset Management Ltd$377K1
135Financiere des Professionnels - Fonds d'investissement inc.$377K1
136GTS SECURITIES LLC$372K1
137BLB&B Advisors, LLC$367K1
138HighTower Advisors, LLC$364K1
139Brevan Howard Capital Management LP$354K1
140STATE OF WISCONSIN INVESTMENT BOARD$349K1
141Numerai GP LLC$338K1
142Mutual Advisors, LLC$336K1
143XPONANCE LLC$335K1
144Strid Group, LLC$334K1
145Allegheny Financial Group$325K1
146Kestra Advisory Services, LLC$313K1
147Counterpoint Mutual Funds LLC$311K1
148Cambria Investment Management, L.P.$299K1
149Jacobi Capital Management LLC$295K1
150Savant Capital, LLC$294K1
151Beacon Pointe Advisors, LLC$294K1
152AFFINITY WEALTH MANAGEMENT LLC$291K1
153Ameritas Investment Partners, Inc.$286K1
154Fieldview Capital Management, LLC$284K1
155Ascent Group, LLC$284K1
156Y-Intercept (Hong Kong) Ltd$281K1
157M&T BANK CORP$278K1
158PROFUND ADVISORS LLC$270K1
159Prosperity Advisers, LLC$269K1
160STEPHENS INC /AR/$268K1
161Lansing Street Advisors$268K1
162Ensign Peak Advisors, Inc$266K1
163US BANCORP \DE\$265K1
164Pinnacle Wealth Planning Services, Inc.$264K1
165TRUIST FINANCIAL CORP$263K1
166Polymer Capital Management (US) LLC$257K1
167BANK OF MONTREAL /CAN/$257K1
168Crossmark Global Holdings, Inc.$253K1
169Vise Technologies, Inc.$252K1
170O'SHAUGHNESSY ASSET MANAGEMENT, LLC$241K1
171CHOREO, LLC$239K1
172CIBC Asset Management Inc$233K1
173Bayforest Capital Ltd$220K1
174Sensenig Capital Advisors, Inc$216K1
175Sanctuary Advisors, LLC$213K1
176BDFS Capital LLC$213K1
177ASSETMARK, INC$209K1
178Smartleaf Asset Management LLC$209K1
179BALYASNY ASSET MANAGEMENT L.P.$208K1
180INCEPTIONR LLC$207K1
181Baird Financial Group, Inc.$204K1
182Tower Research Capital LLC (TRC)$198K1
183NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$194K1
184OSAIC HOLDINGS, INC.$171K1
185Clearstead Advisors, LLC$124K1
186Seneschal Advisors, LLC$94.9K1
187New Age Alpha Advisors, LLC$85.4K1
188EXCHANGE TRADED CONCEPTS, LLC$82.7K1
189Rockefeller Capital Management L.P.$70.4K1
190Key FInancial Inc$55.7K1
191Aquatic Capital Management LLC$36.9K1
192Parkside Financial Bank & Trust$33.5K1
193NOMURA ASSET MANAGEMENT CO LTD$30.8K1
194Allworth Financial LP$30.6K1
195Costello Asset Management, INC$28.1K1
196Salomon & Ludwin, LLC$23.9K1
197Kemnay Advisory Services Inc.$19.4K1
198UMB Bank, n.a.$17.7K1
199LORD, ABBETT & CO. LLC$9.1K1
200Vanguard National Trust Co$7.9K1
201NATIXIS ADVISORS, LLC$7.5K1
202Private Wealth Management Group, LLC$7.1K1
203Keating Financial Advisory Services, Inc.$6.9K1
204MAI Capital Management$6.0K1
205ALGERT GLOBAL LLC$5.7K1
206CVA Family Office, LLC$5.5K1
207WPG Advisers, LLC$4.1K1
208JFS WEALTH ADVISORS, LLC$3.1K1
209CANADA LIFE ASSURANCE Co$2.9K1
210THRIVENT FINANCIAL FOR LUTHERANS$2.4K1
211N.E.W. Advisory Services LLC$2.4K1
212True Wealth Design, LLC$2.4K1
213JCSD Capital, LLC$2.3K1
214QUADRANT CAPITAL GROUP LLC$2.0K1
215State of Alaska, Department of Revenue$1.9K1
216HRT FINANCIAL LP$1.7K1
217Rialto Wealth Management, LLC$1.6K1
218Annis Gardner Whiting Capital Advisors, LLC$1.4K1
219SJS Investment Consulting Inc.$1.2K1
220ACADIAN ASSET MANAGEMENT LLC$1.2K1
221CBIZ Investment Advisory Services, LLC$1.1K1
222Larson Financial Group LLC$9161
223DiNuzzo Private Wealth, Inc.$7861
224Ankerstar Wealth, LLC$4581
225GILPIN WEALTH MANAGEMENT, LLC$3931
226HFM Investment Advisors, LLC$3271
227Stone House Investment Management, LLC$1961
228Vermillion Wealth Management, Inc.$1961
229KBC Group NV$1251
230Manchester Capital Management LLC$661
231GHP Investment Advisors, Inc.$661
232TFC Financial Management, Inc.$661
233VANGUARD GROUP INC— value not disclosed1
234GLENMEDE TRUST CO NA— value not disclosed1
235HARBOUR INVESTMENTS, INC.— value not disclosed1
236Brandywine Global Investment Management, LLC— value not disclosed1
237COMERICA BANK— value not disclosed1
238TOMPKINS FINANCIAL CORP— value not disclosed1
239CIBC WORLD MARKETS CORP— value not disclosed1
240DENALI ADVISORS LLC— value not disclosed1
241CIBC Private Wealth Group LLC— value not disclosed1
242Weiss Asset Management LP— value not disclosed1
243NORGES BANK— value not disclosed1
244Boston Partners— value not disclosed1
245Verition Fund Management LLC— value not disclosed1
246TWO SIGMA ADVISERS, LP— value not disclosed1
247DRW Securities, LLC— value not disclosed1
248Edgestream Partners, L.P.— value not disclosed1
249FineMark National Bank & Trust— value not disclosed1
250Assenagon Asset Management S.A.— value not disclosed1
251Point72 Asset Management, L.P.— value not disclosed1
252Engineers Gate Manager LP— value not disclosed1
253ExodusPoint Capital Management, LP— value not disclosed1
254Elo Mutual Pension Insurance Co— value not disclosed1
255Global Retirement Partners, LLC— value not disclosed1
256MQS Management LLC— value not disclosed1
257TWINBEECH CAPITAL LP— value not disclosed1
258INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
259Optiver Holding B.V.— value not disclosed1
260AlphaQuest LLC— value not disclosed1
261POM Investment Strategies, LLC— value not disclosed1
262Forum Financial Management, LP— value not disclosed1
263Dunhill Financial, LLC— value not disclosed1
264Abound Wealth Management— value not disclosed1
265Caitong International Asset Management Co., Ltd— value not disclosed1
266Quarry LP— value not disclosed1
267OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 232 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WSFS

RETAINED WINDOW · ACTIVE HITS

Zero hits on WSFS in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WSFS · financials and macro

Financials — as filed PLANNED

WSFS's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WSFS on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing