WSFS Financial Corp
WSFS- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000828944
In the last 90 days, WSFS Financial Corp insiders filed 0 open-market purchases and 2 sales; 355 institutions reported holding it in 13F filings for Q2 2026, worth $3.64B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in WSFS Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 355
- +29 vs. Q1 2026
- Shares held
- 47.4M
- +393.5K (+0.8%) vs. Q1 2026
- Total value
- $3.64B
- +$564.2M (+18.4%) vs. Q1 2026
- New holders
- 63
- 113 more added
- Sold out
- 34
- 110 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 355 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,515,901 | $576.7M | 0.01% | −134,636−1.8% | Reduced |
| Dimensional Fund Advisors LP | 3,572,913 | $274.2M | 0.05% | +12,357+0.3% | Added |
| Vanguard Portfolio Management LLC | 3,312,116 | $254.1M | 0.01% | +54,294+1.7% | Added |
| State Street Corp | 3,032,754 | $232.7M | 0.01% | +130,010+4.5% | Added |
| Franklin Resources Inc | 2,310,174 | $177.3M | 0.04% | −264,998−10.3% | Reduced |
| Vanguard Capital Management LLC | 2,255,877 | $173.1M | 0.00% | −112,112−4.7% | Reduced |
| Geode Capital Management, LLC | 1,570,611 | $120.5M | 0.01% | +210,058+15.4% | Added |
| Nomura Asset Management International Inc. | 1,165,245 | $89.4M | 0.13% | −377,447−24.5% | Reduced |
| Invesco Ltd. | 1,052,326 | $80.7M | 0.01% | +107,458+11.4% | Added |
| Pzena Investment Management LLC | 888,496 | $68.2M | 0.20% | +9,908+1.1% | Added |
| T. Rowe Price Investment Management, Inc. | 861,436 | $66.1M | 0.04% | −47,122−5.2% | Reduced |
| JPMorgan Chase & Co | 828,398 | $63.7M | 0.00% | −268,401−24.5% | Reduced |
| Charles Schwab Investment Management Inc | 735,191 | $56.4M | 0.01% | +36,008+5.2% | Added |
| Brown Advisory Inc | 731,582 | $56.1M | 0.09% | −13,307−1.8% | Reduced |
| American Century Companies Inc | 715,383 | $54.9M | 0.02% | +24,022+3.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 705,083 | $54.1M | 0.48% | +180,903+34.5% | Added |
| Bank of America Corp | 646,080 | $49.6M | 0.00% | −91,507−12.4% | Reduced |
| Norges Bank | 638,922 | $49.0M | 0.00% | +638,922 | New |
| Goldman Sachs Group Inc | 612,403 | $47.0M | 0.00% | +108,038+21.4% | Added |
| Northern Trust Corp | 607,642 | $46.6M | 0.01% | +26,429+4.5% | Added |
| Frontier Capital Management Co LLC | 535,179 | $41.1M | 0.38% | −140,317−20.8% | Reduced |
| Principal Financial Group Inc | 534,461 | $41.0M | 0.02% | +106,980+25.0% | Added |
| Manufacturers Life Insurance Company, The | 521,623 | $40.0M | 0.03% | −8,552−1.6% | Reduced |
| Two Sigma Investments, LP | 504,502 | $38.7M | 0.03% | +251,298+99.2% | Added |
| Morgan Stanley | 433,570 | $33.3M | 0.00% | +3,176+0.7% | Added |
| Raymond James Financial Inc | 388,295 | $29.8M | 0.01% | −28,444−6.8% | Reduced |
| Bank of New York Mellon Corp | 387,352 | $29.7M | 0.00% | +227+0.1% | Added |
| Nuveen, LLC | 364,947 | $28.0M | 0.01% | +91,107+33.3% | Added |
| Qube Research & Technologies Ltd | 351,205 | $26.9M | 0.03% | +338,958+2,767.7% | Added |
| Standard Life Aberdeen plc | 349,353 | $26.8M | 0.04% | −41,724−10.7% | Reduced |
| FMR LLC | 345,298 | $26.5M | 0.00% | +277,278+407.6% | Added |
| Vanguard Fiduciary Trust Co | 343,779 | $26.4M | 0.01% | −5,384−1.5% | Reduced |
| Cooke & Bieler LP | 330,340 | $25.3M | 0.29% | −458,962−58.1% | Reduced |
| Wellington Management Group LLP | 307,789 | $23.6M | 0.00% | +162,406+111.7% | Added |
| Palisade Capital Management LLC | 279,625 | $21.5M | 0.93% | −307,628−52.4% | Reduced |
| AQR Capital Management LLC | 256,901 | $19.7M | 0.01% | +260.0% | Added |
| New York State Common Retirement Fund | 233,296 | $17.9M | 0.02% | +1,900+0.8% | Added |
| Alliancebernstein L.P. | 267,211 | $17.5M | 0.01% | −228,496−46.1% | Reduced |
| Fisher Asset Management, LLC | 227,957 | $17.5M | 0.01% | +460.0% | Added |
| Citadel Advisors LLC | 189,946 | $14.6M | 0.01% | +80,620+73.7% | Added |
| Algert Global LLC | 183,668 | $14.1M | 0.17% | +96,831+111.5% | Added |
| Public Sector Pension Investment Board | 178,776 | $13.7M | 0.04% | −12,264−6.4% | Reduced |
| Clearbridge Investments, LLC | 168,798 | $13.0M | 0.01% | −22,827−11.9% | Reduced |
| Wells Fargo & Company | 166,593 | $12.8M | 0.00% | +23,041+16.1% | Added |
| Bridgewater Associates, LP | 158,444 | $12.2M | 0.05% | +69,105+77.4% | Added |
| Allspring Global Investments Holdings, LLC | 147,373 | $11.6M | 0.02% | +13,440+10.0% | Added |
| Natixis Advisors, L.P. | 146,590 | $11.2M | 0.01% | +31,443+27.3% | Added |
| Victory Capital Management Inc | 143,422 | $11.0M | 0.01% | +14,597+11.3% | Added |
| Earnest Partners LLC | 139,342 | $10.7M | 0.04% | −5,420−3.7% | Reduced |
| Rhumbline Advisers | 131,995 | $10.1M | 0.01% | −16,959−11.4% | Reduced |
| Legal & General Group Plc | 119,213 | $9.15M | 0.00% | −3,203−2.6% | Reduced |
| Crawford Investment Counsel Inc | 118,806 | $9.12M | 0.15% | −980−0.8% | Reduced |
| UBS Asset Management Americas Inc | 118,291 | $9.08M | 0.00% | −346−0.3% | Reduced |
| SEI Investments Co | 117,812 | $9.04M | 0.01% | −56,607−32.5% | Reduced |
| Envestnet Asset Management Inc | 109,365 | $8.39M | 0.00% | −2,489−2.2% | Reduced |
| Lord, Abbett & Co. LLC | 108,676 | $8.34M | 0.02% | −30,878−22.1% | Reduced |
| Prudential Financial Inc | 107,970 | $8.28M | 0.01% | +17,135+18.9% | Added |
| Tudor Investment Corp Et Al | 105,538 | $8.10M | 0.03% | +74,319+238.1% | Added |
| Acadian Asset Management LLC | 105,175 | $8.06M | 0.01% | +87,363+490.5% | Added |
| Swiss National Bank | 104,740 | $8.04M | 0.00% | −3,400−3.1% | Reduced |
| UBS Group AG | 103,247 | $7.92M | 0.00% | −145,642−58.5% | Reduced |
| Ameriprise Financial Inc | 94,670 | $7.26M | 0.00% | −6,637−6.6% | Reduced |
| Point72 Asset Management, L.P. | 93,097 | $7.14M | 0.01% | +93,097 | New |
| Arrowstreet Capital, Limited Partnership | 91,483 | $7.02M | 0.00% | +73,962+422.1% | Added |
| Intech Investment Management LLC | 87,297 | $6.70M | 0.06% | +15,880+22.2% | Added |
| First Trust Advisors LP | 85,061 | $6.53M | 0.00% | −22,135−20.6% | Reduced |
| Edgestream Partners, L.P. | 84,416 | $6.48M | 0.19% | +84,416 | New |
| Price T Rowe Associates Inc | 79,413 | $6.09M | 0.00% | −44,528−35.9% | Reduced |
| Bryn Mawr Trust Co | 78,398 | $6.02M | 0.13% | −90.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,023 | $5.83M | 0.01% | −583−0.8% | Reduced |
| Great Lakes Advisors, LLC | 74,597 | $5.72M | 0.04% | −17,407−18.9% | Reduced |
| Millennium Management LLC | 72,300 | $5.55M | 0.00% | +31,154+75.7% | Added |
| Bessemer Group Inc | 70,884 | $5.44M | 0.01% | +61+0.1% | Added |
| Winton Group Ltd | 65,328 | $5.01M | 0.16% | +65,328 | New |
| Royal Bank of Canada | 61,293 | $4.70M | 0.00% | −2,748−4.3% | Reduced |
| Lazard Asset Management LLC | 60,598 | $4.65M | 0.01% | +34,240+129.9% | Added |
| California State Teachers Retirement System | 59,027 | $4.53M | 0.00% | −7,454−11.2% | Reduced |
| Commonwealth Equity Services, LLC | 58,891 | $4.52M | 0.01% | +41,077+230.6% | Added |
| Citigroup Inc | 57,524 | $4.41M | 0.00% | +10,172+21.5% | Added |
| Deutsche Bank AG | 55,456 | $4.26M | 0.00% | +10,202+22.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,392 | $4.17M | 0.01% | −9,108−14.3% | Reduced |
| BNP Paribas Arbitrage, SA | 50,291 | $3.86M | 0.00% | +38,179+315.2% | Added |
| Vanguard Asset Management, Ltd | 49,162 | $3.77M | 0.00% | +2,094+4.4% | Added |
| Russell Investments Group, Ltd. | 46,274 | $3.55M | 0.00% | +28,938+166.9% | Added |
| Pathstone Holdings, LLC | 45,351 | $3.48M | 0.01% | +12,425+37.7% | Added |
| Bridgeway Capital Management, LLC | 42,059 | $3.23M | 0.06% | 00.0% | Unchanged |
| Great West Life Assurance Co | 42,082 | $3.23M | 0.01% | −2,498−5.6% | Reduced |
| Barclays PLC | 39,938 | $3.06M | 0.00% | +7,593+23.5% | Added |
| Hantz Financial Services, Inc. | 38,209 | $2.93M | 0.04% | −2,021−5.0% | Reduced |
| Assenagon Asset Management S.A. | 36,068 | $2.77M | 0.00% | +36,068 | New |
| Thrivent Financial for Lutherans | 35,022 | $2.69M | 0.00% | −1,474−4.0% | Reduced |
| Rafferty Asset Management, LLC | 32,841 | $2.52M | 0.01% | −10,136−23.6% | Reduced |
| Integrated Quantitative Investments LLC | 31,933 | $2.45M | 0.40% | +13,899+77.1% | Added |
| MetLife Investment Management | 30,896 | $2.37M | 0.01% | +1,803+6.2% | Added |
| Horizon Investments, LLC | 30,766 | $2.35M | 0.03% | +16,489+115.5% | Added |
| New York State Teachers Retirement System | 30,605 | $2.35M | 0.00% | −2,982−8.9% | Reduced |
| Vanguard Global Advisers, LLC | 29,598 | $2.27M | 0.00% | −973−3.2% | Reduced |
| State of Tennessee, Treasury Department | 28,442 | $2.18M | 0.01% | −10,183−26.4% | Reduced |
| Engineers Gate Manager LP | 27,802 | $2.13M | 0.03% | +27,802 | New |
| Illinois Municipal Retirement Fund | 27,163 | $2.08M | 0.02% | −1,062−3.8% | Reduced |