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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 $3.63B 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: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
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
Glassman Wealth Services4$00.00%––
First Manhattan Co30$1.00K0.00%––
IFP Advisors, Inc24$1.00K0.00%––
Alpha DNA Investment Management LLC30$1.00K0.00%––
Ellevest, Inc.32$2.00K0.00%––
American Portfolios Advisors68$3.39K0.00%––
STRS Ohio100$4.00K0.00%––
Signaturefd, LLC108$5.00K0.00%––
Quadrant Capital Group LLC98$5.00K0.00%––
Geneos Wealth Management Inc.109$5.00K0.00%––
Cordasco Financial Network130$6.00K0.00%––
Rockefeller Capital Management L.P.140$6.00K0.00%––
Versant Capital Management, Inc154$8.00K0.00%––
Lindbrook Capital, LLC190$9.00K0.00%––
Parallel Advisors, LLC258$13.0K0.00%––
Key Financial Inc451$22.0K0.01%––
Arlington Partners LLC453$23.0K0.01%––
Lazard Asset Management LLC720$35.0K0.00%––
Advisor Group Holdings, Inc.746$37.0K0.00%––
Neo Ivy Capital Management883$44.0K0.05%––
Toronto Dominion Bank900$45.0K0.00%––
First Quadrant L P989$49.0K0.01%––
Group One Trading, L.P.999$50.0K0.00%––
FORA Capital, LLC1,054$52.0K0.02%––
Public Employees Retirement System of Ohio1,064$53.0K0.00%––
Harbor Investment Advisory, LLC1,429$71.0K0.01%––
PEAK6 Investments LLC1,706$85.0K0.00%––
Nisa Investment Advisors, LLC1,950$97.0K0.00%––
Sterling Investment Advisors, Ltd.3,020$150.0K0.05%––
Captrust Financial Advisors3,310$165.0K0.00%––
Lenox Wealth Advisors, LLC3,439$171.0K0.02%––
Ameritas Investment Partners, Inc.3,849$192.0K0.01%––
Northwestern Mutual Wealth Management Co3,951$197.0K0.00%––
Cim Investment Mangement Inc4,086$203.0K0.06%––
Stephens Inc4,101$204.0K0.00%––
Crossmark Global Holdings, Inc.4,170$208.0K0.01%––
Amalgamated Bank4,227$210.0K0.01%––
Tower Research Capital LLC (TRC)4,271$213.0K0.00%––
HSBC Holdings PLC4,291$215.0K0.00%––
American Century Companies Inc4,433$221.0K0.00%––
Guggenheim Capital LLC4,460$222.0K0.00%––
DF Dent & Co Inc4,469$223.0K0.00%––
Cambridge Investment Research Advisors, Inc.4,496$224.0K0.00%––
Cubist Systematic Strategies, LLC4,652$232.0K0.00%––
CIBC Asset Management Inc5,369$267.0K0.00%––
Citigroup Inc5,369$268.0K0.00%––
Ironwood Investment Management LLC5,400$269.0K0.14%––
Raymond James Financial Services Advisors, Inc.5,430$270.0K0.00%––
Everence Capital Management Inc5,460$272.0K0.02%––
Teacher Retirement System of Texas5,710$284.0K0.00%––
First Hawaiian Bank5,812$290.0K0.01%––
Westover Capital Advisors, LLC6,000$299.0K0.10%––
Profund Advisors LLC6,116$305.0K0.01%––
Mutual of America Capital Management LLC6,343$316.0K0.00%––
Janney Montgomery Scott LLC6,506$324.0K0.00%––
Los Angeles Capital Management LLC6,651$331.0K0.00%––
Eaton Vance Management6,846$341.0K0.00%––
SeaCrest Wealth Management, LLC6,947$346.0K0.05%––
Henshaw Capital LLC7,196$358.3K0.02%––
Lokken Investment Group LLC7,316$364.0K0.32%––
GW Henssler & Associates Ltd7,707$384.0K0.03%––
SG Americas Securities, LLC7,986$398.0K0.00%––
XTX Topco Ltd8,229$410.0K0.20%––
Envestnet Asset Management Inc8,261$411.0K0.00%––
BBVA USA Bancshares, Inc.8,722$434.0K0.02%––
Susquehanna International Group, LLP10,025$499.0K0.00%––
State Board of Administration of Florida Retirement System10,200$508.0K0.00%––
Handelsbanken Fonder AB10,605$528.0K0.00%––
Man Group plc10,758$535.0K0.00%––
Cipher Capital LP11,009$548.0K0.06%––
Modera Wealth Management, LLC11,182$557.0K0.04%––
AlphaCrest Capital Management LLC11,252$560.0K0.03%––
Glenmede Trust Co NA11,285$561.0K0.00%––
Victory Capital Management Inc11,265$561.0K0.00%––
Paloma Partners Management Co11,733$584.0K0.02%––
Blueshift Asset Management, LLC12,911$643.0K0.07%––
Metropolitan Life Insurance Co13,005$647.5K0.01%––
ProShare Advisors LLC14,069$700.0K0.00%––
Teachers Retirement System of the State of Kentucky14,495$722.0K0.01%––
Highland Capital Management Fund Advisors, L.P.14,593$727.0K0.19%––
Arizona State Retirement System14,672$731.0K0.01%––
Martingale Asset Management L P15,016$749.0K0.01%––
First Republic Investment Management, Inc.15,668$780.0K0.00%––
US Bancorp16,436$818.0K0.00%––
Advisors Asset Management, Inc.16,811$837.0K0.01%––
Brown Advisory Inc17,685$881.0K0.00%––
MetLife Investment Management17,950$893.7K0.01%––
Commonwealth Equity Services, LLC18,285$910.0K0.00%––
Lountzis Asset Management, LLC19,000$946.0K0.63%––
Oregon Public Employees Retirement Fund20,717$1.03M0.01%––
The PNC Financial Services Group, Inc.20,728$1.03M0.00%––
Louisiana State Employees Retirement System21,600$1.07M0.03%––
Salzhauer Michael22,977$1.14M0.69%––
Millennium Management LLC23,562$1.17M0.00%––
New York State Teachers Retirement System24,103$1.20M0.00%––
Congress Asset Management Co24,914$1.24M0.01%––
UBS Group AG25,111$1.25M0.00%––
Jane Street Group, LLC25,533$1.27M0.00%––
John W. Rosenthal Capital Management, Inc.26,000$1.29M1.05%––
Prelude Capital Management, LLC26,008$1.29M0.09%––