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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, Q1 2021

Institutional positions in WSFS Financial Corp as of Mar 31, 2021. 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
188
No complete 13F data for Q4 2020
Shares held
43.2M
No complete 13F data for Q4 2020
Total value
$2.15B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 188 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ1 2021: $2.15B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.26BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.60BQ4 2022: $2.47BQ1 2023: $2.04BQ2 2023: $2.03BQ3 2023: $1.94BQ4 2023: $2.50BQ1 2024: $2.50BQ2 2024: $2.53BQ3 2024: $2.73BQ4 2024: $2.86BQ1 2025: $2.77BQ2 2025: $2.83BQ3 2025: $2.88BQ4 2025: $2.71BQ1 2026: $3.08BQ2 2026: $3.64B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.64B
Q1 2026331$3.08B
Q4 2025315$2.71B
Q3 2025294$2.88B
Q2 2025286$2.83B
Q1 2025264$2.77B
Q4 2024252$2.86B
Q3 2024265$2.73B
Q2 2024233$2.53B
Q1 2024241$2.50B
Q4 2023243$2.50B
Q3 2023218$1.94B
Q2 2023209$2.03B
Q1 2023226$2.04B
Q4 2022232$2.47B
Q3 2022236$2.60B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.26B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding WSFS Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WSFS in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,008,761$349.0M0.01%––
Vanguard Group Inc4,992,887$248.6M0.01%––
Price T Rowe Associates Inc3,596,368$179.1M0.02%––
Dimensional Fund Advisors LP2,748,875$136.8M0.05%––
State Street Corp2,073,272$103.2M0.01%––
Macquarie Group Ltd1,587,991$79.1M0.11%––
Janus Henderson Group PLC1,467,497$73.1M0.03%––
Invesco Ltd.1,335,860$66.5M0.02%––
Alliancebernstein L.P.1,140,612$56.8M0.02%––
Nuveen Asset Management, LLC869,859$43.3M0.01%––
Renaissance Technologies LLC867,358$43.2M0.05%––
Geode Capital Management, LLC810,727$40.4M0.01%––
JPMorgan Chase & Co797,799$39.7M0.01%––
Palisade Capital Management LLC785,984$39.1M0.92%––
Northern Trust Corp774,218$38.5M0.01%––
Ameriprise Financial Inc735,386$36.6M0.01%––
Pzena Investment Management LLC718,591$35.8M0.15%––
Manufacturers Life Insurance Company, The660,022$32.9M0.03%––
Frontier Capital Management Co LLC589,886$29.4M0.22%––
Cooke & Bieler LP581,785$29.0M0.28%––
FMR LLC577,633$28.8M0.00%––
Bank of New York Mellon Corp566,669$28.2M0.01%––
Jennison Associates LLC545,410$27.2M0.02%––
Norges Bank429,958$21.4M0.00%––
Charles Schwab Investment Management Inc395,349$19.7M0.01%––
Principal Financial Group Inc376,403$18.7M0.01%––
Ziegler Capital Management, LLC321,156$16.0M0.50%––
State of Wisconsin Investment Board319,100$15.9M0.03%––
Bank of America Corp292,760$14.6M0.00%––
Bank of Montreal228,668$11.5M0.01%––
Rothschild & Co Asset Management US Inc.215,031$10.7M0.13%––
New York State Common Retirement Fund167,634$8.35M0.01%––
Rhumbline Advisers159,606$7.95M0.01%––
Aristotle Capital Boston, LLC159,455$7.94M0.18%––
Legal & General Group Plc156,655$7.80M0.00%––
California Public Employees Retirement System123,517$6.15M0.00%––
Morgan Stanley121,479$6.05M0.00%––
Swiss National Bank115,240$5.74M0.00%––
Nordea Investment Management AB114,467$5.72M0.01%––
Richard Bernstein Advisors LLC105,736$5.26M0.12%––
Public Sector Pension Investment Board97,180$4.84M0.03%––
Wellington Management Group LLP93,381$4.65M0.00%––
Chicago Capital Management, LLC92,318$4.60M2.14%––
Voloridge Investment Management, LLC91,772$4.57M0.03%––
Goldman Sachs Group Inc88,037$4.38M0.00%––
Stifel Financial Corp86,691$4.32M0.01%––
Brandywine Global Investment Management, LLC85,927$4.28M0.03%––
SEI Investments Co86,847$4.28M0.01%––
Parametric Portfolio Associates LLC81,355$4.05M0.00%––
Wedge Capital Management L L P76,129$3.79M0.05%––
Hennessy Advisors Inc75,000$3.73M0.22%––
Comerica Bank72,492$3.60M0.02%––
Kennedy Capital Management, Inc.71,570$3.56M0.07%––
California State Teachers Retirement System71,376$3.55M0.00%––
First Trust Advisors LP70,373$3.50M0.00%––
Siena Capital Partners GP, LLC69,311$3.45M1.23%––
Endeavour Capital Advisors Inc67,656$3.37M0.42%––
Walthausen & Co., LLC65,033$3.24M0.68%––
Prudential Financial Inc64,107$3.19M0.00%––
Barclays PLC60,525$3.01M0.00%––
Franklin Resources Inc59,485$2.96M0.00%––
Moody Aldrich Partners LLC59,384$2.96M0.43%––
Citadel Advisors LLC58,442$2.91M0.00%––
DuPont Capital Management Corp55,839$2.78M0.07%––
UBS Asset Management Americas Inc54,028$2.69M0.00%––
Credit Suisse AG53,928$2.68M0.00%––
State of New Jersey Common Pension Fund D52,769$2.63M0.01%––
AE Wealth Management LLC49,945$2.49M0.03%––
HRT Financial LP48,872$2.43M0.02%––
American International Group, Inc.48,504$2.42M0.01%––
Russell Investments Group, Ltd.47,812$2.38M0.00%––
Deutsche Bank AG44,355$2.21M0.00%––
Canada Pension Plan Investment Board43,800$2.18M0.00%––
Great West Life Assurance Co41,222$2.05M0.00%––
Thrivent Financial for Lutherans39,016$1.94M0.00%––
Federated Hermes, Inc.37,246$1.85M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys36,628$1.82M0.02%––
Corbyn Investment Management Inc35,940$1.79M0.73%––
Texas Permanent School Fund35,483$1.77M0.02%––
Keeley-Teton Advisors, LLC35,295$1.76M0.18%––
Wells Fargo & Company32,651$1.63M0.00%––
State of Alaska, Department of Revenue32,150$1.60M0.02%––
Tudor Investment Corp Et Al31,807$1.58M0.03%––
Verdence Capital Advisors LLC30,000$1.49M0.25%––
Royal Bank of Canada29,403$1.46M0.00%––
State of Tennessee, Treasury Department28,329$1.41M0.01%––
Voya Investment Management LLC27,433$1.37M0.00%––
BNP Paribas Arbitrage, SA26,407$1.31M0.00%––
Prelude Capital Management, LLC26,008$1.29M0.09%––
John W. Rosenthal Capital Management, Inc.26,000$1.29M1.05%––
Jane Street Group, LLC25,533$1.27M0.00%––
UBS Group AG25,111$1.25M0.00%––
Congress Asset Management Co24,914$1.24M0.01%––
New York State Teachers Retirement System24,103$1.20M0.00%––
Millennium Management LLC23,562$1.17M0.00%––
Salzhauer Michael22,977$1.14M0.69%––
Louisiana State Employees Retirement System21,600$1.07M0.03%––
The PNC Financial Services Group, Inc.20,728$1.03M0.00%––
Oregon Public Employees Retirement Fund20,717$1.03M0.01%––
Lountzis Asset Management, LLC19,000$946.0K0.63%––