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 2021
Institutional positions in WSFS Financial Corp as of Jun 30, 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
- 189
- +2 vs. Q1 2021
- Shares held
- 42.6M
- −603.7K (−1.4%) vs. Q1 2021
- Total value
- $1.99B
- −$159.2M (−7.4%) vs. Q1 2021
- New holders
- 21
- 55 more added
- Sold out
- 19
- 76 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,959,279 | $324.2M | 0.01% | −49,482−0.7% | Reduced |
| Vanguard Group Inc | 5,060,466 | $235.8M | 0.01% | +67,579+1.4% | Added |
| Price T Rowe Associates Inc | 3,342,195 | $155.7M | 0.01% | −254,173−7.1% | Reduced |
| Dimensional Fund Advisors LP | 2,563,203 | $119.4M | 0.04% | −185,672−6.8% | Reduced |
| State Street Corp | 2,094,241 | $97.6M | 0.01% | +20,969+1.0% | Added |
| Macquarie Group Ltd | 1,617,010 | $75.3M | 0.06% | +29,019+1.8% | Added |
| Janus Henderson Group PLC | 1,500,698 | $69.9M | 0.03% | +33,201+2.3% | Added |
| Cooke & Bieler LP | 1,343,036 | $62.6M | 0.58% | +761,251+130.8% | Added |
| Invesco Ltd. | 1,311,099 | $61.1M | 0.02% | −24,761−1.9% | Reduced |
| Alliancebernstein L.P. | 1,085,490 | $50.6M | 0.02% | −55,122−4.8% | Reduced |
| Geode Capital Management, LLC | 835,731 | $38.9M | 0.01% | +25,004+3.1% | Added |
| Palisade Capital Management LLC | 777,838 | $36.2M | 0.82% | −8,146−1.0% | Reduced |
| Northern Trust Corp | 766,446 | $35.7M | 0.01% | −7,772−1.0% | Reduced |
| JPMorgan Chase & Co | 746,176 | $34.8M | 0.00% | −51,623−6.5% | Reduced |
| Ameriprise Financial Inc | 687,170 | $32.0M | 0.01% | −48,216−6.6% | Reduced |
| Pzena Investment Management LLC | 680,764 | $31.7M | 0.12% | −37,827−5.3% | Reduced |
| Nuveen Asset Management, LLC | 665,936 | $31.0M | 0.01% | −203,923−23.4% | Reduced |
| Renaissance Technologies LLC | 649,689 | $30.3M | 0.04% | −217,669−25.1% | Reduced |
| FMR LLC | 636,649 | $29.7M | 0.00% | +59,016+10.2% | Added |
| Frontier Capital Management Co LLC | 590,513 | $27.5M | 0.20% | +627+0.1% | Added |
| Manufacturers Life Insurance Company, The | 573,975 | $26.7M | 0.02% | −86,047−13.0% | Reduced |
| Jennison Associates LLC | 562,812 | $26.2M | 0.02% | +17,402+3.2% | Added |
| Bank of New York Mellon Corp | 545,365 | $25.4M | 0.00% | −21,304−3.8% | Reduced |
| Principal Financial Group Inc | 474,421 | $22.1M | 0.01% | +98,018+26.0% | Added |
| Norges Bank | 435,179 | $20.3M | 0.00% | +5,221+1.2% | Added |
| Charles Schwab Investment Management Inc | 383,275 | $17.9M | 0.01% | −12,074−3.1% | Reduced |
| State of Wisconsin Investment Board | 319,100 | $14.9M | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 294,095 | $14.0M | 0.01% | +65,427+28.6% | Added |
| Ziegler Capital Management, LLC | 80,387 | $10.5M | 0.35% | −240,769−75.0% | Reduced |
| Morgan Stanley | 195,773 | $9.12M | 0.00% | +74,294+61.2% | Added |
| Bank of America Corp | 170,914 | $7.96M | 0.00% | −121,846−41.6% | Reduced |
| New York State Common Retirement Fund | 165,925 | $7.73M | 0.01% | −1,709−1.0% | Reduced |
| Aristotle Capital Boston, LLC | 155,618 | $7.25M | 0.17% | −3,837−2.4% | Reduced |
| Rhumbline Advisers | 152,398 | $7.10M | 0.01% | −7,208−4.5% | Reduced |
| Wellington Management Group LLP | 135,382 | $6.31M | 0.00% | +42,001+45.0% | Added |
| Walthausen & Co., LLC | 130,066 | $6.27M | 0.68% | +65,033+100.0% | Added |
| Goldman Sachs Group Inc | 133,344 | $6.21M | 0.00% | +45,307+51.5% | Added |
| Hennessy Advisors Inc | 125,000 | $5.82M | 0.32% | +50,000+66.7% | Added |
| Legal & General Group Plc | 124,519 | $5.80M | 0.00% | −32,136−20.5% | Reduced |
| Nordea Investment Management AB | 122,433 | $5.70M | 0.01% | +7,966+7.0% | Added |
| Assenagon Asset Management S.A. | 110,068 | $5.13M | 0.02% | +110,068 | New |
| Richard Bernstein Advisors LLC | 105,736 | $4.92M | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 105,240 | $4.90M | 0.00% | −10,000−8.7% | Reduced |
| Public Sector Pension Investment Board | 97,180 | $4.53M | 0.03% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 96,387 | $4.49M | 0.57% | +28,731+42.5% | Added |
| Parametric Portfolio Associates LLC | 90,924 | $4.24M | 0.00% | +9,569+11.8% | Added |
| First Trust Advisors LP | 88,120 | $4.11M | 0.00% | +17,747+25.2% | Added |
| Brandywine Global Investment Management, LLC | 84,001 | $3.91M | 0.03% | −1,926−2.2% | Reduced |
| Stifel Financial Corp | 72,514 | $3.38M | 0.01% | −14,177−16.4% | Reduced |
| Kennedy Capital Management, Inc. | 72,187 | $3.36M | 0.07% | +617+0.9% | Added |
| Voloridge Investment Management, LLC | 70,060 | $3.26M | 0.02% | −21,712−23.7% | Reduced |
| Siena Capital Partners GP, LLC | 69,311 | $3.23M | 1.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 66,342 | $3.09M | 0.00% | +12,314+22.8% | Added |
| Wedge Capital Management L L P | 65,288 | $3.04M | 0.04% | −10,841−14.2% | Reduced |
| California State Teachers Retirement System | 64,804 | $3.02M | 0.00% | −6,572−9.2% | Reduced |
| Comerica Bank | 61,785 | $2.73M | 0.02% | −10,707−14.8% | Reduced |
| Prudential Financial Inc | 58,394 | $2.72M | 0.00% | −5,713−8.9% | Reduced |
| DuPont Capital Management Corp | 55,839 | $2.60M | 0.06% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 54,817 | $2.55M | 0.03% | +50,165+1,078.4% | Added |
| Federated Hermes, Inc. | 50,461 | $2.35M | 0.00% | +13,215+35.5% | Added |
| AE Wealth Management LLC | 49,945 | $2.33M | 0.02% | 00.0% | Unchanged |
| Rothschild & Co Asset Management US Inc. | 49,027 | $2.28M | 0.03% | −166,004−77.2% | Reduced |
| Credit Suisse AG | 47,388 | $2.21M | 0.00% | −6,540−12.1% | Reduced |
| State of New Jersey Common Pension Fund D | 47,385 | $2.21M | 0.01% | −5,384−10.2% | Reduced |
| Citadel Advisors LLC | 45,676 | $2.13M | 0.00% | −12,766−21.8% | Reduced |
| Russell Investments Group, Ltd. | 43,842 | $2.04M | 0.00% | −3,970−8.3% | Reduced |
| Deutsche Bank AG | 43,009 | $2.00M | 0.00% | −1,346−3.0% | Reduced |
| Great West Life Assurance Co | 40,553 | $1.89M | 0.00% | −669−1.6% | Reduced |
| Thrivent Financial for Lutherans | 38,857 | $1.81M | 0.00% | −159−0.4% | Reduced |
| Keeley-Teton Advisors, LLC | 37,497 | $1.75M | 0.18% | +2,202+6.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,477 | $1.70M | 0.02% | −151−0.4% | Reduced |
| Corbyn Investment Management Inc | 36,375 | $1.70M | 0.63% | +435+1.2% | Added |
| Wells Fargo & Company | 36,313 | $1.69M | 0.00% | +3,662+11.2% | Added |
| Texas Permanent School Fund | 35,422 | $1.65M | 0.02% | −61−0.2% | Reduced |
| Franklin Resources Inc | 34,408 | $1.60M | 0.00% | −25,077−42.2% | Reduced |
| AlphaCrest Capital Management LLC | 33,595 | $1.56M | 0.07% | +22,343+198.6% | Added |
| State of Alaska, Department of Revenue | 32,890 | $1.53M | 0.02% | +740+2.3% | Added |
| Squarepoint Ops LLC | 32,559 | $1.52M | 0.01% | +32,559 | New |
| SEI Investments Co | 30,847 | $1.44M | 0.00% | −56,000−64.5% | Reduced |
| American International Group, Inc. | 30,577 | $1.43M | 0.00% | −17,927−37.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,550 | $1.42M | 0.14% | +30,550 | New |
| California Public Employees Retirement System | 30,179 | $1.41M | 0.00% | −93,338−75.6% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.40M | 0.19% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 29,590 | $1.38M | 0.00% | +29,590 | New |
| Congress Asset Management Co | 29,395 | $1.37M | 0.01% | +4,481+18.0% | Added |
| HSBC Holdings PLC | 28,569 | $1.33M | 0.00% | +24,278+565.8% | Added |
| Barclays PLC | 27,452 | $1.28M | 0.00% | −33,073−54.6% | Reduced |
| Royal Bank of Canada | 27,265 | $1.27M | 0.00% | −2,138−7.3% | Reduced |
| Citigroup Inc | 26,409 | $1.23M | 0.00% | +21,040+391.9% | Added |
| John W. Rosenthal Capital Management, Inc. | 26,000 | $1.21M | 0.97% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,178 | $1.17M | 0.00% | −2,255−8.2% | Reduced |
| New York State Teachers Retirement System | 24,103 | $1.12M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 23,439 | $1.09M | 0.00% | −4,890−17.3% | Reduced |
| Amalgamated Bank | 23,109 | $1.08M | 0.01% | +18,882+446.7% | Added |
| Salzhauer Michael | 22,977 | $1.07M | 0.53% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,734 | $1.06M | 0.00% | −3,673−13.9% | Reduced |
| Louisiana State Employees Retirement System | 21,400 | $997.0K | 0.02% | −200−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 21,111 | $984.0K | 0.02% | +21,111 | New |
| Advisors Asset Management, Inc. | 21,057 | $981.0K | 0.01% | +4,246+25.3% | Added |
| Oregon Public Employees Retirement Fund | 20,717 | $965.0K | 0.01% | 00.0% | Unchanged |