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, 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
- 42.5M
- −668.7K (−1.5%) vs. Q1 2021
- Total value
- $1.99B
- −$162.4M (−7.6%) vs. Q1 2021
- New holders
- 21
- 54 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 | $3.63B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.69B |
| Q3 2025 | 294 | $2.80B |
| Q2 2025 | 286 | $2.82B |
| Q1 2025 | 264 | $2.76B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.71B |
| Q2 2024 | 233 | $2.51B |
| Q1 2024 | 241 | $2.43B |
| Q4 2023 | 243 | $2.45B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.02B |
| Q1 2023 | 226 | $2.03B |
| Q4 2022 | 232 | $2.46B |
| Q3 2022 | 236 | $2.55B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.25B |
| 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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $1.00K | 0.00% | −10−41.7% | Reduced |
| Parkside Financial Bank & Trust | 12 | $1.00K | 0.00% | +12 | New |
| Rockefeller Capital Management L.P. | 73 | $3.00K | 0.00% | −67−47.9% | Reduced |
| Quadrant Capital Group LLC | 62 | $3.00K | 0.00% | −36−36.7% | Reduced |
| American Portfolios Advisors | 68 | $3.17K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $4.00K | 0.00% | −25−23.1% | Reduced |
| STRS Ohio | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 194 | $9.00K | 0.00% | −259−57.2% | Reduced |
| Lindbrook Capital, LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 258 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 266 | $12.4K | 0.00% | +266 | New |
| Versant Capital Management, Inc | 320 | $15.0K | 0.01% | +166+107.8% | Added |
| Advisor Group Holdings, Inc. | 389 | $18.0K | 0.00% | −357−47.9% | Reduced |
| Eagle Bay Advisors LLC | 418 | $21.0K | 0.02% | +418 | New |
| Haverford Trust Co | 628 | $29.0K | 0.00% | +628 | New |
| Lazard Asset Management LLC | 720 | $33.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 801 | $35.0K | 0.02% | +350+77.6% | Added |
| First Quadrant L P | 989 | $46.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,041 | $48.0K | 0.00% | +141+15.7% | Added |
| Public Employees Retirement System of Ohio | 1,076 | $50.0K | 0.00% | +12+1.1% | Added |
| Harbor Investment Advisory, LLC | 1,429 | $67.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,950 | $91.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,123 | $99.0K | 0.00% | −2,148−50.3% | Reduced |
| SG Americas Securities, LLC | 2,149 | $100.0K | 0.00% | −5,837−73.1% | Reduced |
| Point72 Hong Kong Ltd | 2,150 | $100.0K | 0.01% | +2,150 | New |
| Captrust Financial Advisors | 3,263 | $152.0K | 0.00% | −47−1.4% | Reduced |
| Lenox Wealth Advisors, LLC | 3,448 | $161.0K | 0.02% | +9+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 3,720 | $173.0K | 0.05% | +700+23.2% | Added |
| Ameritas Investment Partners, Inc. | 3,849 | $179.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,951 | $184.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,216 | $196.0K | 0.02% | +4,216 | New |
| Quadrature Capital Ltd | 4,386 | $204.0K | 0.01% | +4,386 | New |
| Martingale Asset Management L P | 4,416 | $206.0K | 0.00% | −10,600−70.6% | Reduced |
| Tudor Investment Corp Et Al | 4,475 | $208.0K | 0.00% | −27,332−85.9% | Reduced |
| DF Dent & Co Inc | 4,469 | $208.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,501 | $210.0K | 0.00% | +5+0.1% | Added |
| Envestnet Asset Management Inc | 4,696 | $219.0K | 0.00% | −3,565−43.2% | Reduced |
| Twinbeech Capital LP | 4,855 | $226.0K | 0.03% | +4,855 | New |
| Trexquant Investment LP | 4,998 | $233.0K | 0.02% | +4,998 | New |
| CIBC Asset Management Inc | 5,369 | $250.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,396 | $251.0K | 0.00% | −34−0.6% | Reduced |
| Everence Capital Management Inc | 5,460 | $254.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,812 | $270.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,900 | $275.0K | 0.14% | +500+9.3% | Added |
| Westover Capital Advisors, LLC | 6,000 | $280.0K | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,027 | $281.0K | 0.00% | −479−7.4% | Reduced |
| US Bancorp | 6,342 | $296.0K | 0.00% | −10,094−61.4% | Reduced |
| Ensign Peak Advisors, Inc | 6,400 | $298.0K | 0.00% | +6,400 | New |
| Profund Advisors LLC | 6,464 | $302.0K | 0.01% | +348+5.7% | Added |
| Eaton Vance Management | 6,600 | $307.0K | 0.00% | −246−3.6% | Reduced |
| Los Angeles Capital Management LLC | 6,651 | $310.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,696 | $312.0K | 0.00% | +986+17.3% | Added |
| American Century Companies Inc | 6,695 | $312.0K | 0.00% | +2,262+51.0% | Added |
| Mutual of America Capital Management LLC | 6,757 | $315.0K | 0.00% | +414+6.5% | Added |
| Jane Street Group, LLC | 6,823 | $318.0K | 0.00% | −18,710−73.3% | Reduced |
| SeaCrest Wealth Management, LLC | 6,933 | $323.0K | 0.04% | −14−0.2% | Reduced |
| Henshaw Capital LLC | 7,196 | $335.3K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 7,217 | $336.0K | 0.02% | −5,694−44.1% | Reduced |
| Guggenheim Capital LLC | 7,460 | $348.0K | 0.00% | +3,000+67.3% | Added |
| BBVA USA | 8,176 | $381.0K | 0.02% | +8,176 | New |
| Schonfeld Strategic Advisors LLC | 8,200 | $382.0K | 0.00% | +8,200 | New |
| Lokken Investment Group LLC | 8,322 | $388.0K | 0.32% | +1,006+13.8% | Added |
| Balyasny Asset Management LLC | 8,570 | $399.0K | 0.00% | +8,570 | New |
| State Board of Administration of Florida Retirement System | 10,445 | $487.0K | 0.00% | +245+2.4% | Added |
| Victory Capital Management Inc | 10,616 | $495.0K | 0.00% | −649−5.8% | Reduced |
| UBS Group AG | 10,956 | $510.0K | 0.00% | −14,155−56.4% | Reduced |
| Modera Wealth Management, LLC | 11,182 | $521.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,605 | $541.0K | 0.00% | +1,000+9.4% | Added |
| Paloma Partners Management Co | 12,349 | $575.0K | 0.02% | +616+5.3% | Added |
| Ergoteles LLC | 12,352 | $575.0K | 0.01% | +12,352 | New |
| Verition Fund Management LLC | 12,670 | $590.0K | 0.01% | +12,670 | New |
| Arizona State Retirement System | 12,981 | $605.0K | 0.00% | −1,691−11.5% | Reduced |
| Susquehanna International Group, LLP | 12,983 | $605.0K | 0.00% | +2,958+29.5% | Added |
| ProShare Advisors LLC | 13,490 | $628.0K | 0.00% | −579−4.1% | Reduced |
| Metropolitan Life Insurance Co | 13,731 | $639.7K | 0.01% | +726+5.6% | Added |
| HRT Financial LP | 14,320 | $667.0K | 0.01% | −34,552−70.7% | Reduced |
| First Republic Investment Management, Inc. | 14,450 | $673.0K | 0.00% | −1,218−7.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,495 | $675.0K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 14,599 | $680.0K | 0.06% | +14,599 | New |
| The PNC Financial Services Group, Inc. | 17,259 | $804.0K | 0.00% | −3,469−16.7% | Reduced |
| Brown Advisory Inc | 17,685 | $824.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 17,950 | $836.3K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,310 | $853.0K | 0.00% | +25+0.1% | Added |
| Millennium Management LLC | 18,340 | $854.0K | 0.00% | −5,222−22.2% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $885.0K | 0.54% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,717 | $965.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 21,057 | $981.0K | 0.01% | +4,246+25.3% | Added |
| ExodusPoint Capital Management, LP | 21,111 | $984.0K | 0.02% | +21,111 | New |
| Louisiana State Employees Retirement System | 21,400 | $997.0K | 0.02% | −200−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 22,734 | $1.06M | 0.00% | −3,673−13.9% | Reduced |
| Salzhauer Michael | 22,977 | $1.07M | 0.53% | 00.0% | Unchanged |
| Amalgamated Bank | 23,109 | $1.08M | 0.01% | +18,882+446.7% | Added |
| State of Tennessee, Treasury Department | 23,439 | $1.09M | 0.00% | −4,890−17.3% | Reduced |
| New York State Teachers Retirement System | 24,103 | $1.12M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,178 | $1.17M | 0.00% | −2,255−8.2% | Reduced |
| John W. Rosenthal Capital Management, Inc. | 26,000 | $1.21M | 0.97% | 00.0% | Unchanged |