WSFS Financial Corporation
US ˙ NasdaqGS ˙ US9293281021

SecurityWSFS / WSFS Financial Corporation
InstitutionMorgan Stanley
Latest Disclosed Ownership430,394 shares
Latest Disclosed Value $ 28,173,688
Morgan Stanley reports 17.68% decrease in ownership of WSFS / WSFS Financial Corporation

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 430,394 shares of WSFS Financial Corporation (US:WSFS) valued at $28,173,591 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 522,821 shares of WSFS Financial Corporation. This represents a change in shares of -17.68% during the quarter. The current value of the position is $30,622,533 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WSFS FINL COM 929328102 430,394 -92,427 -17.68 28,174 -2.45 0.0017
2026-05-27 2025-12-31 13F/A-1 WSFS FINL COM 929328102 522,821 95,686 22.40 28,881 25.37 0.0017
2026-02-13 2025-12-31 13F WSFS FINL COM 929328102 522,821 95,686 28,881 0.0017
2026-05-27 2025-09-30 13F/A-1 WSFS FINL COM 929328102 427,135 -8,160 -1.87 23,035 -3.78 0.0014
2025-11-14 2025-09-30 13F WSFS FINL COM 929328102 427,135 -8,160 23,035 0.0014
2025-08-15 2025-06-30 13F WSFS FINL COM 929328102 435,295 16,025 3.82 23,941 10.09 0.0016
2025-05-15 2025-03-31 13F WSFS FINL COM 929328102 419,270 -55,982 -11.78 21,748 -13.87 0.0016
2025-05-15 2024-12-31 13F/A-1 WSFS FINL COM 929328102 475,252 -54,623 -10.31 25,250 -6.54 0.0018
2025-02-14 2024-12-31 13F WSFS FINL COM 929328102 475,252 -54,623 25,250 0.0018
2025-05-14 2024-09-30 13F/A-2 WSFS FINL COM 929328102 529,875 123,649 30.44 27,018 41.51 0.0020
2025-02-14 2024-09-30 13F/A-1 WSFS FINL COM 929328102 529,875 123,649 27,018 0.0020
2024-11-14 2024-09-30 13F WSFS FINL COM 929328102 529,875 123,649 27,018 0.0002
2025-05-14 2024-06-30 13F/A-2 WSFS FINL COM 929328102 406,226 -50,468 -11.05 19,093 -7.39 0.0015
2024-10-17 2024-06-30 13F/A-1 WSFS FINL COM 929328102 406,226 -50,468 19,093 0.0015
2024-08-14 2024-06-30 13F WSFS FINL COM 929328102 406,226 -50,468 19,093 0.0015
2024-10-17 2024-03-31 13F/A-2 WSFS FINL COM 929328102 456,694 -73,481 -13.86 20,615 -15.34 0.0017
2024-08-16 2024-03-31 13F/A-1 WSFS FINL COM 929328102 456,694 -73,481 20,615 0.0002
2024-05-15 2024-03-31 13F WSFS FINL COM 929328102 456,694 -73,481 20,615 0.0017
2024-08-16 2023-12-31 13F/A-1 WSFS FINL COM 929328102 530,175 176,556 49.93 24,351 88.67 0.0021
2024-02-13 2023-12-31 13F WSFS FINL COM 929328102 530,175 176,556 24,351 0.0021
2023-11-15 2023-09-30 13F WSFS FINL COM 929328102 353,619 25,238 7.69 12,907 4.21 0.0013
2023-08-14 2023-06-30 13F WSFS FINL COM 929328102 328,381 -57,629 -14.93 12,387 -14.68 0.0012
2023-05-15 2023-03-31 13F WSFS FINL COM 929328102 386,010 -20,269 -4.99 14,518 -21.19 0.0016
2023-02-14 2022-12-31 13F WSFS FINL COM 929328102 406,279 45,175 12.51 18,421 9.79 0.0021
2022-11-14 2022-09-30 13F WSFS FINL COM 929328102 361,104 -2,665 -0.73 16,777 15.04 0.0023
2022-10-27 2022-06-30 13F/A-1 WSFS FINL COM 929328102 363,769 65,071 21.78 14,584 4.72 0.0019
2022-08-15 2022-06-30 13F WSFS FINL COM 929328102 363,769 65,071 14,584 0.0004
2022-10-27 2022-03-31 13F/A-1 WSFS FINL COM 929328102 298,698 25,766 9.44 13,926 1.81 0.0019
2022-05-13 2022-03-31 13F WSFS FINL COM 929328102 298,698 25,766 13,926 0.0019
2022-02-14 2021-12-31 13F WSFS FINL COM 929328102 272,932 46,986 20.80 13,678 17.98 0.0017
2021-11-15 2021-09-30 13F WSFS FINL COM 929328102 225,946 30,173 15.41 11,593 27.10 0.0016
2021-08-23 2021-06-30 13F/A-1 WSFS FINL COM 929328102 195,773 74,294 61.16 9,121 50.79 0.0012
2021-08-16 2021-06-30 13F WSFS FINL COM 929328102 195,773 74,294 9,121 0.0003
2021-05-17 2021-03-31 13F WSFS FINL COM 929328102 121,479 66,392 120.52 6,049 144.70 0.0009
2021-02-16 2020-12-31 13F WSFS FINL COM 929328102 55,087 32,270 141.43 2,472 301.95 0.0004
2020-11-13 2020-09-30 13F WSFS FINL COM 929328102 22,817 -14,749 -39.26 615 -42.90 0.0001
2020-08-14 2020-06-30 13F WSFS FINL COM 929328102 37,566 -4,540 -10.78 1,077 2.77 0.0002
2020-05-26 2020-03-31 13F/A-1 WSFS FINL COM 929328102 42,106 -35,053 -45.43 1,048 -69.13 0.0003
2020-05-15 2020-03-31 13F WSFS FINL COM 929328102 42,106 -35,053 1,048 80.5082
2020-02-14 2019-12-31 13F WSFS FINL COM 929328102 77,159 55,023 248.57 3,395 247.49 0.0008
2019-11-14 2019-09-30 13F WSFS FINL COM 929328102 22,136 8,992 68.41 977 80.26 0.0003
2019-08-14 2019-06-30 13F WSFS FINL COM 929328102 13,144 -112,830 -89.57 542 -88.85 0.0001
2019-05-15 2019-03-31 13F WSFS FINL COM 929328102 125,974 75,683 150.49 4,863 154.87 0.0014
2019-02-14 2018-12-31 13F WSFS FINL COM 929328102 50,291 -7,370 -12.78 1,908 -29.83 0.0006
2019-04-23 2018-09-30 13F/A-2 WSFS FINL COM 929328102 57,661 -16,149 -21.88 2,719 -30.88 0.0007
2018-11-20 2018-09-30 13F/A-1 WSFS FINL COM 929328102 57,661 0 2,719 0.0007
2018-11-14 2018-09-30 13F WSFS FINL COM 929328102 57,661 -16,149 2,719
2019-04-23 2018-06-30 13F/A-1 WSFS FINL COM 929328102 73,810 1,308 1.80 3,934 13.27 0.0011
2018-08-14 2018-06-30 13F WSFS FINL COM 929328102 73,810 1,308 3,934
2019-04-23 2018-03-31 13F/A-1 WSFS FINL COM 929328102 72,502 -7,182 -9.01 3,473 -8.94 0.0010
2018-05-14 2018-03-31 13F WSFS FINL COM 929328102 72,502 -7,182 3,473
2019-04-23 2017-12-31 13F/A-1 WSFS FINL COM 929328102 79,684 -5,651 -6.62 3,814 -8.32 0.0010
2018-02-14 2017-12-31 13F WSFS FINL COM 929328102 79,684 -5,651 3,814
2017-11-14 2017-09-30 13F WSFS FINL COM 929328102 85,335 -5,403 -5.95 4,160 1.09 0.0012
2017-08-11 2017-06-30 13F WSFS FINL COM 929328102 90,738 -1,314 -1.43 4,115 -2.70 0.0012
2017-05-22 2017-03-31 13F/A-1 WSFS FINL COM 929328102 92,052 -61,692 -40.13 4,229 -40.66 0.0013
2017-05-12 2017-03-31 13F WSFS FINL COM 929328102 92,052 4,229
2017-02-22 2016-12-31 13F/A-1 WSFS FINL COM 929328102 153,744 29,595 23.84 7,127 57.33 0.0023
2017-02-13 2016-12-31 13F WSFS FINL COM 929328102 153,744 7,127
2016-11-10 2016-09-30 13F WSFS FINL COM 929328102 124,149 8,522 7.37 4,530 21.74 0.0015
2016-08-12 2016-06-30 13F WSFS FINL COM 929328102 115,627 40,849 54.63 3,721 52.94 0.0013
2016-05-12 2016-03-31 13F WSFS FINL COM 929328102 74,778 -29,729 -28.45 2,433 -28.06 0.0009
2016-02-09 2015-12-31 13F WSFS FINL COM 929328102 104,507 -15,137 -12.65 3,382 -1.89 0.0012
2016-02-08 2015-09-30 13F/A-1 WSFS FINL COM 929328102 119,644 34,212 40.05 3,447 47.50 0.0013
2015-11-09 2015-09-30 13F WSFS FINL COM 929328102 119,644 3,447
2015-08-12 2015-06-30 13F WSFS FINL COM 929328102 85,432 61,763 260.94 2,337 30.56 0.0008
2015-05-14 2015-03-31 13F WSFS FINL COM 929328102 23,669 -6,536 -21.64 1,790 -22.94 0.0007
2015-02-13 2014-12-31 13F WSFS FINL COM 929328102 30,205 -1,752 -5.48 2,323 1.53 0.0008
2014-12-16 2014-09-30 13F/A-1 WSFS FINL COM 929328102 31,957 -22,692 -41.52 2,288 -41.38 0.0009
2014-11-14 2014-09-30 13F WSFS FINL COM 929328102 31,957 2,288
2014-05-13 2014-03-31 13F WSFS FINL COM 929328102 54,649 -14,522 -20.99 3,903 -27.21 0.0016
2014-02-13 2013-12-31 13F WSFS FINL COM 929328102 69,171 38,707 127.06 5,362 192.05 0.0023
2013-11-13 2013-09-30 13F WSFS FINL CORP COM ST COM 929328102 30,464 -9,187 -23.17 1,836 -11.60 0.0009
2013-08-08 2013-06-30 13F WSFS FINL CORP COM ST COM 929328102 39,651 39,651 2,077 0.0010
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.