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 |
|---|---|---|---|---|---|
| Citigroup Inc | 26,409 | $1.23M | 0.00% | +21,040+391.9% | Added |
| Royal Bank of Canada | 27,265 | $1.27M | 0.00% | −2,138−7.3% | Reduced |
| Barclays PLC | 27,452 | $1.28M | 0.00% | −33,073−54.6% | Reduced |
| HSBC Holdings PLC | 28,569 | $1.33M | 0.00% | +24,278+565.8% | Added |
| Congress Asset Management Co | 29,395 | $1.37M | 0.01% | +4,481+18.0% | Added |
| Two Sigma Investments, LP | 29,590 | $1.38M | 0.00% | +29,590 | New |
| Verdence Capital Advisors LLC | 30,000 | $1.40M | 0.19% | 00.0% | Unchanged |
| California Public Employees Retirement System | 30,179 | $1.41M | 0.00% | −93,338−75.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,550 | $1.42M | 0.14% | +30,550 | New |
| American International Group, Inc. | 30,577 | $1.43M | 0.01% | −17,927−37.0% | Reduced |
| SEI Investments Co | 30,847 | $1.44M | 0.00% | −56,000−64.5% | Reduced |
| Squarepoint Ops LLC | 32,559 | $1.52M | 0.01% | +32,559 | New |
| State of Alaska, Department of Revenue | 32,890 | $1.53M | 0.02% | +740+2.3% | Added |
| AlphaCrest Capital Management LLC | 33,595 | $1.56M | 0.07% | +22,343+198.6% | Added |
| Franklin Resources Inc | 34,408 | $1.60M | 0.00% | −25,077−42.2% | Reduced |
| Texas Permanent School Fund | 35,422 | $1.65M | 0.02% | −61−0.2% | Reduced |
| Wells Fargo & Company | 36,313 | $1.69M | 0.00% | +3,662+11.2% | Added |
| Corbyn Investment Management Inc | 36,375 | $1.70M | 0.63% | +435+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,477 | $1.70M | 0.02% | −151−0.4% | Reduced |
| Keeley-Teton Advisors, LLC | 37,497 | $1.75M | 0.18% | +2,202+6.2% | Added |
| Thrivent Financial for Lutherans | 38,857 | $1.81M | 0.00% | −159−0.4% | Reduced |
| Great West Life Assurance Co | 40,553 | $1.89M | 0.00% | −669−1.6% | Reduced |
| Deutsche Bank AG | 43,009 | $2.00M | 0.00% | −1,346−3.0% | Reduced |
| Russell Investments Group, Ltd. | 43,842 | $2.04M | 0.00% | −3,970−8.3% | Reduced |
| Citadel Advisors LLC | 45,676 | $2.13M | 0.00% | −12,766−21.8% | 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 |
| Rothschild & Co Asset Management US Inc. | 49,027 | $2.28M | 0.03% | −166,004−77.2% | Reduced |
| AE Wealth Management LLC | 49,945 | $2.33M | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50,461 | $2.35M | 0.00% | +13,215+35.5% | Added |
| Cubist Systematic Strategies, LLC | 54,817 | $2.55M | 0.03% | +50,165+1,078.4% | Added |
| DuPont Capital Management Corp | 55,839 | $2.60M | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 58,394 | $2.72M | 0.00% | −5,713−8.9% | Reduced |
| Comerica Bank | 61,785 | $2.73M | 0.02% | −10,707−14.8% | Reduced |
| California State Teachers Retirement System | 64,804 | $3.02M | 0.00% | −6,572−9.2% | Reduced |
| Walthausen & Co., LLC | 65,033 | $3.03M | 0.67% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 65,288 | $3.04M | 0.04% | −10,841−14.2% | Reduced |
| UBS Asset Management Americas Inc | 66,342 | $3.09M | 0.00% | +12,314+22.8% | Added |
| Siena Capital Partners GP, LLC | 69,311 | $3.23M | 1.04% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 70,060 | $3.26M | 0.02% | −21,712−23.7% | Reduced |
| Kennedy Capital Management, Inc. | 72,187 | $3.36M | 0.07% | +617+0.9% | Added |
| Stifel Financial Corp | 72,514 | $3.38M | 0.01% | −14,177−16.4% | Reduced |
| Brandywine Global Investment Management, LLC | 84,001 | $3.91M | 0.03% | −1,926−2.2% | Reduced |
| First Trust Advisors LP | 88,120 | $4.11M | 0.00% | +17,747+25.2% | Added |
| Parametric Portfolio Associates LLC | 90,924 | $4.24M | 0.00% | +9,569+11.8% | Added |
| Endeavour Capital Advisors Inc | 96,387 | $4.49M | 0.57% | +28,731+42.5% | Added |
| Public Sector Pension Investment Board | 97,180 | $4.53M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 105,240 | $4.90M | 0.00% | −10,000−8.7% | Reduced |
| Richard Bernstein Advisors LLC | 105,736 | $4.92M | 0.10% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 110,068 | $5.13M | 0.02% | +110,068 | New |
| Nordea Investment Management AB | 122,433 | $5.70M | 0.01% | +7,966+7.0% | Added |
| Legal & General Group Plc | 124,519 | $5.80M | 0.00% | −32,136−20.5% | Reduced |
| Hennessy Advisors Inc | 125,000 | $5.82M | 0.32% | +50,000+66.7% | Added |
| Goldman Sachs Group Inc | 133,344 | $6.21M | 0.00% | +45,307+51.5% | Added |
| Wellington Management Group LLP | 135,382 | $6.31M | 0.00% | +42,001+45.0% | Added |
| Rhumbline Advisers | 152,398 | $7.10M | 0.01% | −7,208−4.5% | Reduced |
| Aristotle Capital Boston, LLC | 155,618 | $7.25M | 0.17% | −3,837−2.4% | Reduced |
| New York State Common Retirement Fund | 165,925 | $7.73M | 0.01% | −1,709−1.0% | Reduced |
| Bank of America Corp | 170,914 | $7.96M | 0.00% | −121,846−41.6% | Reduced |
| Morgan Stanley | 195,773 | $9.12M | 0.00% | +74,294+61.2% | Added |
| Ziegler Capital Management, LLC | 80,387 | $10.5M | 0.35% | −240,769−75.0% | Reduced |
| Bank of Montreal | 294,095 | $14.0M | 0.01% | +65,427+28.6% | Added |
| State of Wisconsin Investment Board | 319,100 | $14.9M | 0.03% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 383,275 | $17.9M | 0.01% | −12,074−3.1% | Reduced |
| Norges Bank | 435,179 | $20.3M | 0.00% | +5,221+1.2% | Added |
| Principal Financial Group Inc | 474,421 | $22.1M | 0.01% | +98,018+26.0% | Added |
| Bank of New York Mellon Corp | 545,365 | $25.4M | 0.00% | −21,304−3.8% | Reduced |
| Jennison Associates LLC | 562,812 | $26.2M | 0.02% | +17,402+3.2% | Added |
| Manufacturers Life Insurance Company, The | 573,975 | $26.7M | 0.02% | −86,047−13.0% | Reduced |
| Frontier Capital Management Co LLC | 590,513 | $27.5M | 0.20% | +627+0.1% | Added |
| FMR LLC | 636,649 | $29.7M | 0.00% | +59,016+10.2% | Added |
| Renaissance Technologies LLC | 649,689 | $30.3M | 0.04% | −217,669−25.1% | Reduced |
| Nuveen Asset Management, LLC | 665,936 | $31.0M | 0.01% | −203,923−23.4% | Reduced |
| Pzena Investment Management LLC | 680,764 | $31.7M | 0.12% | −37,827−5.3% | Reduced |
| Ameriprise Financial Inc | 687,170 | $32.0M | 0.01% | −48,216−6.6% | Reduced |
| JPMorgan Chase & Co | 746,176 | $34.8M | 0.00% | −51,623−6.5% | Reduced |
| Northern Trust Corp | 766,446 | $35.7M | 0.01% | −7,772−1.0% | Reduced |
| Palisade Capital Management LLC | 777,838 | $36.2M | 0.82% | −8,146−1.0% | Reduced |
| Geode Capital Management, LLC | 835,731 | $38.9M | 0.01% | +25,004+3.1% | Added |
| Alliancebernstein L.P. | 1,085,490 | $50.6M | 0.02% | −55,122−4.8% | Reduced |
| Invesco Ltd. | 1,311,099 | $61.1M | 0.02% | −24,761−1.9% | Reduced |
| Cooke & Bieler LP | 1,343,036 | $62.6M | 0.58% | +761,251+130.8% | Added |
| Janus Henderson Group PLC | 1,500,698 | $69.9M | 0.03% | +33,201+2.3% | Added |
| Macquarie Group Ltd | 1,617,010 | $75.3M | 0.06% | +29,019+1.8% | Added |
| State Street Corp | 2,094,241 | $97.6M | 0.01% | +20,969+1.0% | Added |
| Dimensional Fund Advisors LP | 2,563,203 | $119.4M | 0.04% | −185,672−6.8% | Reduced |
| Price T Rowe Associates Inc | 3,342,195 | $155.7M | 0.01% | −254,173−7.1% | Reduced |
| Vanguard Group Inc | 5,060,466 | $235.8M | 0.01% | +67,579+1.4% | Added |
| BlackRock Inc. | 6,959,279 | $324.2M | 0.01% | −49,482−0.7% | Reduced |
| Chicago Capital Management, LLC | 0 | $0 | 0.00% | −92,318−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −59,384−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −43,800−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,008−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −14,593−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −11,285−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −11,009−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,758−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,229−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −7,707−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |