WSFS — WSFS FINANCIAL CORPToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.
- Congress trades
- 4
- all time
- Members · 12m
- 1
- 1 buys · 2 sells · by trade date
- Latest filing
- 11-21
- 2025-11-21
- Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
- 1
- 13F holders
- 267
- all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress · disclosure timeline
By trade date · 24 months · 4 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds, against gridlines at $15K, $250K, $5M.
Members active in WSFS
12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).| Member | Rows | Net 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-9 | 3 | −$29.0K to $13.0K | 2 |
1 member
| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2025-11-21 | Lisa C. McClain R–MI-9 | SELL SP (spouse-owned) | Traded 10-31 +21d | $1K–$15K | ||
| 2025-11-21 | Lisa C. McClain R–MI-9 | SELL SP (spouse-owned) | Traded 10-30 +22d | $1K–$15K | ||
| 2025-11-21 | Lisa C. McClain R–MI-9 | BUY SP (spouse-owned) | Traded 10-30 +22d | $1K–$15K | ||
| 2025-08-13 | Lisa C. McClain R–MI-9 | BUY SP (spouse-owned) | Traded 06-17 LATE·57d | $1K–$15K |
13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only
| # | Filer | Value | Securities | Flags | 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·§ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $501M | 1 | derived ·§ EDGAR ↗ | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $233M | 1 | derived ·§ EDGAR ↗ | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $213M | 1 | derived ·§ EDGAR ↗ | |
| 4 | STATE STREET CORP | $190M | 1 | derived ·§ EDGAR ↗ | |
| 5 | FRANKLIN RESOURCES INC | $169M | 1 | derived ·§ EDGAR ↗ | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $155M | 1 | derived ·§ EDGAR ↗ | |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $101M | 1 | derived ·§ EDGAR ↗ | |
| 8 | Invesco Ltd. | $61.9M | 1 | derived ·§ EDGAR ↗ | |
| 9 | PZENA INVESTMENT MANAGEMENT LLC | $57.5M | 1 | derived ·§ EDGAR ↗ | |
| 10 | BROWN ADVISORY INC | $48.8M | 1 | derived ·§ EDGAR ↗ | |
| 11 | BANK OF AMERICA CORP /DE/ | $48.3M | 1 | derived ·§ EDGAR ↗ | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.8M | 1 | derived ·§ EDGAR ↗ | |
| 13 | AMERICAN CENTURY COMPANIES INC | $45.3M | 1 | derived ·§ EDGAR ↗ | |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | $44.2M | 1 | derived ·§ EDGAR ↗ | |
| 15 | PALISADE CAPITAL MANAGEMENT, LP | $38.4M | 1 | derived ·§ EDGAR ↗ | |
| 16 | NORTHERN TRUST CORP | $38.0M | 1 | derived ·§ EDGAR ↗ | |
| 17 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $34.7M | 1 | derived ·§ EDGAR ↗ | |
| 18 | MORGAN STANLEY | $28.2M | 1 | derived ·§ EDGAR ↗ | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $28.0M | 1 | derived ·§ EDGAR ↗ | |
| 20 | ALLIANCEBERNSTEIN L.P. | $27.4M | 1 | derived ·§ EDGAR ↗ | |
| 21 | RAYMOND JAMES FINANCIAL INC | $26.9M | 1 | derived ·§ EDGAR ↗ | |
| 22 | Aberdeen Group plc | $25.6M | 1 | derived ·§ EDGAR ↗ | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $22.9M | 1 | derived ·§ EDGAR ↗ | |
| 24 | Nuveen, LLC | $17.9M | 1 | derived ·§ EDGAR ↗ | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $16.8M | 1 | derived ·§ EDGAR ↗ |
Show all 267 holders
| # | Filer | Value | Securities | Flags | Src·§ |
|---|
All 232 13F filers reporting this share class are listed. Method ↗
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Congress ↔ notable managers · WSFS
Congress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-07-31 → 2026-10-29 · statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 1 Bridgewater Associates $5.8M held
- Trimming
- 0 — $0 held
by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · WSFS FINL CORP
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Bridgewater Associates 13F | NEW | +89,339 sh |
1 newest, by filing date · 13F rows are quarter-end snapshots, not trades
Congress vs filers
12 monthsCongress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filersnot computedThe 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.