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