Funds holding the stock
Sorted by market value, the list below shows funds with WSFS Financial Corporation stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Market value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Change % | Rel Volume | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 230.35 M USD | 0.24% | BlackRock, Inc. | Passive | Small cap | 0.06% | 94.49 B USD | 131.97 USD | +2.76% | 0.77 | +32.51% | |
| 98.12 M USD | 0.13% | BlackRock, Inc. | Passive | Small cap | 0.19% | 73.49 B USD | 265.02 USD | +3.59% | 0.99 | +42.92% | |
| 68.5 M USD | 0.04% | The Vanguard Group, Inc. | Passive | Small cap | 0.03% | 71.87 B USD | 277.35 USD | +3.12% | 0.83 | +42.76% | |
| 44.25 M USD | 0.07% | The Vanguard Group, Inc. | Passive | Small cap | 0.05% | 33.94 B USD | 232.10 USD | +2.38% | 1.18 | +42.69% | |
| 41.42 M USD | 0.18% | American Century Cos., Inc. | Active | Small cap | 0.25% | 22.79 B USD | 115.19 USD | +2.88% | 1.48 | +47.31% | |
| 35.29 M USD | 0.73% | State Street Corp. | Passive | Financials | 0.35% | 4.69 B USD | 73.63 USD | +1.84% | 0.82 | +25.80% | |
| 35.03 M USD | 0.25% | State Street Corp. | Passive | Small cap | 0.03% | 14.33 B USD | 51.43 USD | +2.68% | 0.60 | +32.65% | |
| 33.46 M USD | 0.26% | BlackRock, Inc. | Passive | Small cap | 0.24% | 12.59 B USD | 200.31 USD | +2.82% | 0.75 | +39.20% | |
| 32.5 M USD | 0.04% | The Vanguard Group, Inc. | Passive | Extended market | 0.05% | 25.84 B USD | 217.96 USD | +3.51% | 2.81 | +52.02% | |
| 29.14 M USD | 0.22% | Dimensional Holdings, Inc. | Active | Extended market | 0.28% | 13.16 B USD | 66.71 USD | +2.43% | 0.63 | +43.18% | |
| 19 M USD | 1.21% | State Street Corp. | Passive | Financials | 0.35% | 1.56 B USD | 67.41 USD | +1.94% | 0.54 | +46.71% | |
| 18.67 M USD | 0.27% | Dimensional Holdings, Inc. | Active | Small cap | 0.30% | 6.77 B USD | 37.17 USD | +2.76% | 0.57 | +22.65% | |
| 18.44 M USD | 0.09% | The Charles Schwab Corp. | Passive | Small cap | 0.04% | 20.16 B USD | 30.89 USD | +3.28% | 1.25 | +43.25% | |
| 17.62 M USD | 0.23% | BlackRock, Inc. | Passive | Small cap | 0.18% | 7.62 B USD | 126.53 USD | +2.40% | 0.63 | +29.28% | |
| 16.89 M USD | 0.25% | BlackRock, Inc. | Passive | Small cap | 0.18% | 6.58 B USD | 152.93 USD | +3.02% | 0.90 | +34.48% | |
| 15.2 M USD | 0.10% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 13.88 B USD | 107.10 USD | +3.55% | 0.72 | +43.66% | |
| 14.24 M USD | 0.11% | Dimensional Holdings, Inc. | Active | Small cap | 0.27% | 12.98 B USD | 76.26 USD | +3.04% | 0.89 | +39.07% | |
| 10.58 M USD | 0.11% | The Charles Schwab Corp. | Passive | Small cap | 0.25% | 9.66 B USD | 34.82 USD | +2.87% | 0.77 | +39.04% | |
| 10.21 M USD | 0.23% | State Street Corp. | Passive | Small cap | 0.15% | 4.43 B USD | 101.27 USD | +2.46% | 0.52 | +29.37% | |
| 9.96 M USD | 0.20% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 3.42 B USD | 121.84 USD | +2.72% | 0.68 | +32.53% | |
| 9.63 M USD | 0.26% | State Street Corp. | Passive | Small cap | 0.15% | 3.73 B USD | 102.19 USD | +3.16% | 0.67 | +34.62% | |
| 8.27 M USD | 0.02% | Dimensional Holdings, Inc. | Active | Total market | 0.17% | 41.36 B USD | 41.29 USD | +2.20% | 0.68 | +61.19% | |
| 6.71 M USD | 0.14% | State Street Corp. | Passive | Small cap | 0.30% | 5.01 B USD | 77.66 USD | +0.52% | 0.05 | +41.63% | |
| 5.47 M USD | 0.23% | BlackRock, Inc. | Passive | Small cap | 0.40% | 2.41 B USD | 7,872 GBX | +0.78% | 0.05 | +16.53% | |
| 5.11 M USD | 0.03% | The Vanguard Group, Inc. | Passive | Financials | 0.09% | 13.32 B USD | 133.03 USD | +1.87% | 0.54 | +56.71% | |
| 4.77 M USD | 0.79% | Invesco Ltd. | Passive | Small cap | 0.37% | 593.66 M USD | 64.29 USD | +2.11% | 0.88 | +33.72% | |
| 3.58 M USD | 0.13% | Invesco Ltd. | Passive | Extended market | 0.34% | 2.67 B USD | 48.82 USD | +3.30% | 0.41 | +44.81% | |
| 3.29 M USD | 0.16% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 2 B USD | 37.65 USD | +2.42% | 1.00 | +31.10% | |
| 3.27 M USD | 0.02% | Dimensional Holdings, Inc. | Active | Total market | 0.21% | 13.62 B USD | 50.50 USD | +2.27% | 0.50 | +25.50% | |
| 3.14 M USD | 0.30% | AJM Ventures LLC | Passive | Small cap | 0.60% | 1.03 B USD | 124.66 USD | +3.01% | 0.64 | +47.81% | |
| 3.05 M USD | 0.13% | Deutsche Bank AG | Passive | Small cap | 0.30% | 2.33 B USD | 332.70 EUR | +0.18% | 0.28 | +22.46% | |
| 3 M USD | 0.13% | American Century Cos., Inc. | Active | Small cap | 0.25% | 2.35 B USD | 65.27 USD | +2.97% | 0.49 | +21.58% | |
| 2.99 M USD | 0.20% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 1.6 B USD | 108.93 USD | +2.33% | 1.31 | +29.58% | |
| 2.86 M USD | 0.54% | Rafferty Asset Management LLC | Passive | Financials | 0.90% | 630.81 M USD | 143.51 USD | +5.34% | 0.88 | −45.99% | |
| 2.68 M USD | 0.04% | BlackRock, Inc. | Passive | Small cap | 0.35% | 7.7 B USD | 9.813 USD | +0.69% | 0.14 | +47.43% | |
| 2.53 M USD | 0.15% | Invesco Ltd. | Passive | Total market | 0.62% | 1.63 B USD | 139.60 USD | +1.99% | 0.94 | +59.59% | |
| 2.34 M USD | 0.34% | WisdomTree, Inc. | Passive | Small cap | 0.38% | 670.49 M USD | 61.30 USD | +2.99% | 0.16 | +33.69% | |
| 2.2 M USD | 0.10% | JPMorgan Chase & Co. | Active | Extended market | 0.24% | 2.31 B USD | 70.32 USD | +2.96% | 1.09 | +42.89% | |
| 2.2 M USD | 0.25% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 870.03 M USD | 131.41 USD | +2.86% | 0.61 | +34.60% | |
| 2.02 M USD | 0.22% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 1.01 B USD | 176.90 USD | +2.99% | 1.81 | +40.07% | |
| 1.88 M USD | 0.11% | Invesco Ltd. | Passive | Small cap | 0.39% | 1.71 B USD | 54.75 USD | +2.97% | 1.78 | +39.01% | |
| 1.77 M USD | 0.13% | Mirae Asset Global Investments Co., Ltd. | Passive | Small cap | 0.08% | 1.36 B USD | 103.93 USD | +3.53% | 1.77 | +21.37% | |
| 1.53 M USD | 0.53% | AJM Ventures LLC | Passive | Financials | 0.60% | 282.88 M USD | 41.45 USD | +2.58% | 0.68 | +52.99% | |
| 1.52 M USD | 0.34% | The Vanguard Group, Inc. | Active | Total market | 0.13% | 448.22 M USD | 160.79 USD | +2.30% | 0.59 | +47.53% | |
| 1.52 M USD | 0.01% | American Century Cos., Inc. | Active | Total market | 0.15% | 11.03 B USD | 117.21 USD | +2.08% | 1.03 | +66.68% | |
| 1.47 M USD | 0.06% | BlackRock, Inc. | Passive | Small cap | 0.17% | 2.26 B USD | 50.00 USD | +3.14% | 0.62 | +42.14% | |
| 1.42 M USD | 1.71% | AJM Ventures LLC | Passive | Financials | 0.60% | 81.94 M USD | 64.01 USD | +1.61% | 0.56 | +26.82% | |
| 1.41 M USD | 0.22% | JPMorgan Chase & Co. | Passive | Small cap | 0.09% | 654.86 M USD | 79.87 USD | +3.38% | 0.02 | +42.37% | |
| 1.3 M USD | 0.01% | FMR LLC | Passive | Total market | 0.21% | 9.02 B USD | 90.54 USD | +2.10% | 1.18 | +98.19% | |
| 1.09 M USD | 0.20% | The Vanguard Group, Inc. | Active | Total market | 0.18% | 548.94 M USD | 163.74 USD | +2.15% | 1.51 | +65.24% | |
| 1.09 M USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.09% | 18.15 B USD | 75.35 USD | +2.09% | 1.18 | +72.24% | |
| 1.08 M USD | 0.03% | FMR LLC | Active | Small cap | 0.28% | 3.83 B USD | 40.38 USD | +3.70% | 0.60 | +60.95% | |
| 1.07 M USD | 0.16% | Manulife Financial Corp. | Passive | Small cap | 0.42% | 680.88 M USD | 46.22 USD | +3.05% | 0.48 | +41.06% | |
| 1.06 M USD | 0.04% | FMR LLC | Passive | Financials | 0.08% | 2.4 B USD | 77.48 USD | +1.88% | 0.99 | +56.64% | |
| 1.05 M USD | 0.12% | State Street Corp. | Passive | Small cap | 0.30% | 907.24 M USD | 86.23 USD | +0.49% | 0.08 | +48.99% | |
| 1.03 M USD | 1.91% | Invesco Ltd. | Passive | Financials | 0.35% | 53.04 M USD | 71.11 USD | +1.98% | 2.05 | +28.55% | |
| 1 M USD | 0.34% | Timothy Partners Ltd. | Passive | Small cap | 0.52% | 283.78 M USD | 45.43 USD | +2.33% | 1.06 | +39.24% | |
| 839.4 K USD | 0.01% | The Vanguard Group, Inc. | Passive | Total market | 0.09% | 11.61 B USD | 120.65 USD | +1.99% | 0.54 | +73.08% | |
| 815.44 K USD | 0.04% | The Vanguard Group, Inc. | Passive | Small cap | 0.32% | — | 75.32 AUD | +1.76% | 1.40 | +46.80% | |
| 792.8 K USD | 0.05% | State Street Corp. | Passive | Small cap | 0.47% | 29.81 M USD | 13.186 USD | +0.81% | 0.08 | — | |
| 792.8 K USD | 0.05% | State Street Corp. | Passive | Small cap | 0.47% | 1.71 B USD | 117.20 EUR | +0.26% | 0.08 | +33.46% | |
| 763.23 K USD | 0.08% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 879.37 M USD | 80.07 USD | +2.95% | 0.15 | +39.83% | |
| 706.25 K USD | 0.01% | State Street Corp. | Passive | Total market | 0.03% | 11.86 B USD | 84.04 USD | +2.02% | 0.80 | +72.20% | |
| 683.54 K USD | 0.43% | AJM Ventures LLC | Passive | Small cap | 0.70% | 156.64 M USD | 64.07 USD | +2.28% | 0.43 | +31.53% | |
| 633.45 K USD | 0.28% | Invesco Ltd. | Passive | Small cap | 0.15% | 222.29 M USD | 31.09 USD | +2.84% | 1.35 | +34.99% | |
| 580.75 K USD | 0.36% | Amplify Holding Co. LLC | Passive | Theme | 0.45% | 162.86 M USD | 69.89 USD | +3.05% | 0.67 | +32.84% | |
| 553.05 K USD | 0.06% | BlackRock, Inc. | Passive | Small cap | 0.06% | 870.37 M USD | 58.78 USD | +3.58% | 0.55 | +48.02% | |
| 523.72 K USD | 0.07% | The Vanguard Group, Inc. | Active | Total market | 0.13% | 783.38 M USD | 144.60 USD | +2.51% | 2.32 | +43.99% | |
| 494.42 K USD | 0.06% | The Vanguard Group, Inc. | Active | Total market | 0.28% | — | 82.56 AUD | +0.93% | 0.84 | +59.36% | |
| 423.05 K USD | 0.02% | BlackRock, Inc. | Passive | Small cap | 0.43% | 2.69 B USD | 635.3 USD | +2.14% | 1.59 | +36.75% | |
| 407.48 K USD | 0.13% | Invesco Ltd. | Passive | Small cap | 0.45% | 317.14 M USD | 114.94 EUR | +0.33% | 0.10 | +22.98% | |
| 395.43 K USD | 0.02% | Dimensional Holdings, Inc. | Active | Total market | 0.14% | 2.57 B USD | 76.48 USD | +2.20% | 0.60 | +20.53% | |
| 392.53 K USD | 0.06% | BlackRock, Inc. | Passive | Small cap | 0.06% | 621.56 M USD | 74.37 USD | +2.34% | 0.66 | +37.07% | |
| 376.49 K USD | 0.13% | Invesco Ltd. | Passive | Small cap | 0.39% | 272.14 M USD | 48.52 USD | +3.42% | 1.00 | +33.72% | |
| 312.91 K USD | 1.11% | Cambria Investment Management LP | Active | Extended market | 1.09% | 28.11 M USD | 30.32 USD | +2.56% | 0.70 | +24.69% | |
| 310.86 K USD | 0.26% | BlackRock, Inc. | Passive | Small cap | 0.12% | 115.45 M USD | 46.55 USD | +2.86% | 1.25 | +31.82% | |
| 305.49 K USD | 0.14% | Legal & General Group Plc | Passive | Small cap | 0.30% | 206.69 M USD | 125.97 USD | +1.79% | 3.77 | +41.65% | |
| 283.92 K USD | 0.03% | BlackRock, Inc. | Passive | Small cap | 0.30% | 813.78 M USD | 33.03 USD | +2.78% | 0.44 | — | |
| 281.33 K USD | 0.09% | ProShare Advisors LLC | Passive | Small cap | 0.95% | 289.79 M USD | 53.95 USD | +7.02% | 1.60 | +47.72% | |
| 280.55 K USD | 1.12% | JPMorgan Chase & Co. | Active | Small cap | 0.74% | 25.05 M USD | 62.86 USD | +1.62% | 0.18 | +8.87% | |
| 268.26 K USD | 0.07% | ProShare Advisors LLC | Passive | Small cap | 0.95% | 348.98 M USD | 64.84 USD | +10.59% | 1.03 | +35.69% | |
| 231.45 K USD | 0.23% | Bank of Montreal | Passive | Small cap | 0.23% | 76.81 M USD | 47.80 CAD | +2.25% | 1.31 | +33.02% | |
| 231.45 K USD | 0.23% | Bank of Montreal | Passive | Small cap | 0.24% | 16.55 M USD | 41.40 CAD | +2.22% | 2.29 | +20.45% | |
| 231.45 K USD | 0.23% | Bank of Montreal | Passive | Small cap | 0.23% | 9.06 M USD | 46.55 USD | +0.32% | 0.07 | +31.00% | |
| 218.8 K USD | 0.96% | Invesco Ltd. | Passive | Financials | 0.29% | 22.51 M USD | 61.81 USD | +1.66% | 7.27 | +28.93% | |
| 193.23 K USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.17% | 1.9 B USD | 44.31 USD | +2.17% | 0.98 | +18.02% | |
| 174.08 K USD | 0.01% | WisdomTree, Inc. | Passive | Total market | 0.28% | 1.52 B USD | 90.27 USD | +2.03% | 0.79 | +54.17% | |
| 169.21 K USD | 0.06% | BlackRock, Inc. | Passive | Small cap | 0.04% | 260.64 M USD | 69.72 USD | +3.07% | 0.64 | +42.82% | |
| 169.09 K USD | 0.06% | JPMorgan Chase & Co. | Passive | Small cap | 0.14% | 219.55 M USD | 35.810 USD | +1.79% | 0.00 | +18.35% | |
| 169.09 K USD | 0.06% | JPMorgan Chase & Co. | Passive | Small cap | 0.14% | 73.58 M USD | 2,756.0 GBX | +0.89% | 2.99 | +11.06% | |
| 161.51 K USD | 0.11% | ProShare Advisors LLC | Passive | Small cap | 0.55% | 144.75 M USD | 42.04 USD | +2.59% | 1.01 | +21.33% | |
| 156.64 K USD | 0.02% | Morgan Stanley | Active | Extended market | 0.57% | 710.07 M USD | 54.87 USD | +3.26% | 0.92 | +20.74% | |
| 152.29 K USD | 0.65% | Hamilton Capital Partners, Inc. | Active | Financials | 1.03% | 23.14 M USD | 37.49 CAD | +1.88% | 0.08 | +65.01% | |
| 143.12 K USD | 0.12% | Intech Holdings LLC | Active | Extended market | 0.35% | 119.09 M USD | 25.07 USD | +3.19% | 1.52 | — | |
| 135.33 K USD | 0.18% | Empirical Finance LLC | Passive | Small cap | 0.18% | 73.19 M USD | 35.94 USD | +3.20% | 0.71 | +16.53% | |
| 131.34 K USD | 0.04% | Dimensional Holdings, Inc. | Active | Total market | 0.25% | 353.94 M USD | 63.29 USD | +2.03% | 0.99 | +21.01% | |
| 127.95 K USD | 0.08% | Invesco Ltd. | Passive | Total market | 0.39% | 157.04 M USD | 72.79 USD | +0.75% | 0.03 | +69.31% | |
| 122.51 K USD | 0.18% | The Bank of New York Mellon Corp. | Passive | Small cap | 0.04% | 67.16 M USD | 121.65 USD | +3.21% | 0.86 | +46.65% | |
| 121.01 K USD | 0.21% | Lazard, Inc. | Active | Small cap | 0.74% | 57.84 M USD | 27.27 USD | +3.33% | 1.83 | +40.37% | |
| 120.74 K USD | 0.09% | AJM Ventures LLC | Passive | Total market | 0.64% | 134.87 M USD | 98.05 USD | +1.79% | 0.18 | +36.44% |