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 |
|---|---|---|---|---|---|
| Lountzis Asset Management, LLC | 19,000 | $885.0K | 0.54% | 00.0% | Unchanged |
| Millennium Management LLC | 18,340 | $854.0K | 0.00% | −5,222−22.2% | Reduced |
| Commonwealth Equity Services, LLC | 18,310 | $853.0K | 0.00% | +25+0.1% | Added |
| MetLife Investment Management | 17,950 | $836.3K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 17,685 | $824.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,259 | $804.0K | 0.00% | −3,469−16.7% | Reduced |
| Duality Advisers, LP | 14,599 | $680.0K | 0.06% | +14,599 | New |
| Teachers Retirement System of the State of Kentucky | 14,495 | $675.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 14,450 | $673.0K | 0.00% | −1,218−7.8% | Reduced |
| HRT Financial LP | 14,320 | $667.0K | 0.01% | −34,552−70.7% | Reduced |
| Metropolitan Life Insurance Co | 13,731 | $639.7K | 0.01% | +726+5.6% | Added |
| ProShare Advisors LLC | 13,490 | $628.0K | 0.00% | −579−4.1% | Reduced |
| 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 |
| Verition Fund Management LLC | 12,670 | $590.0K | 0.01% | +12,670 | New |
| 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 |
| Handelsbanken Fonder AB | 11,605 | $541.0K | 0.00% | +1,000+9.4% | Added |
| Modera Wealth Management, LLC | 11,182 | $521.0K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 10,956 | $510.0K | 0.00% | −14,155−56.4% | Reduced |
| Victory Capital Management Inc | 10,616 | $495.0K | 0.00% | −649−5.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,445 | $487.0K | 0.00% | +245+2.4% | Added |
| Balyasny Asset Management LLC | 8,570 | $399.0K | 0.00% | +8,570 | New |
| Lokken Investment Group LLC | 8,322 | $388.0K | 0.32% | +1,006+13.8% | Added |
| Schonfeld Strategic Advisors LLC | 8,200 | $382.0K | 0.00% | +8,200 | New |
| BBVA USA | 8,176 | $381.0K | 0.02% | +8,176 | New |
| Guggenheim Capital LLC | 7,460 | $348.0K | 0.00% | +3,000+67.3% | Added |
| Blueshift Asset Management, LLC | 7,217 | $336.0K | 0.02% | −5,694−44.1% | Reduced |
| Henshaw Capital LLC | 7,196 | $335.3K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,933 | $323.0K | 0.04% | −14−0.2% | Reduced |
| Jane Street Group, LLC | 6,823 | $318.0K | 0.00% | −18,710−73.3% | Reduced |
| Mutual of America Capital Management LLC | 6,757 | $315.0K | 0.00% | +414+6.5% | Added |
| 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 |
| Los Angeles Capital Management LLC | 6,651 | $310.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 6,600 | $307.0K | 0.00% | −246−3.6% | Reduced |
| Profund Advisors LLC | 6,464 | $302.0K | 0.01% | +348+5.7% | Added |
| Ensign Peak Advisors, Inc | 6,400 | $298.0K | 0.00% | +6,400 | New |
| US Bancorp | 6,342 | $296.0K | 0.00% | −10,094−61.4% | Reduced |
| Janney Montgomery Scott LLC | 6,027 | $281.0K | 0.00% | −479−7.4% | Reduced |
| Westover Capital Advisors, LLC | 6,000 | $280.0K | 0.09% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,900 | $275.0K | 0.14% | +500+9.3% | Added |
| First Hawaiian Bank | 5,812 | $270.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,460 | $254.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 5,396 | $251.0K | 0.00% | −34−0.6% | Reduced |
| CIBC Asset Management Inc | 5,369 | $250.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 4,998 | $233.0K | 0.02% | +4,998 | New |
| Twinbeech Capital LP | 4,855 | $226.0K | 0.03% | +4,855 | New |
| Envestnet Asset Management Inc | 4,696 | $219.0K | 0.00% | −3,565−43.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,501 | $210.0K | 0.00% | +5+0.1% | Added |
| 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 |
| Martingale Asset Management L P | 4,416 | $206.0K | 0.00% | −10,600−70.6% | Reduced |
| Quadrature Capital Ltd | 4,386 | $204.0K | 0.01% | +4,386 | New |
| Quantbot Technologies LP | 4,216 | $196.0K | 0.02% | +4,216 | New |
| Northwestern Mutual Wealth Management Co | 3,951 | $184.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,849 | $179.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,720 | $173.0K | 0.05% | +700+23.2% | Added |
| Lenox Wealth Advisors, LLC | 3,448 | $161.0K | 0.02% | +9+0.3% | Added |
| Captrust Financial Advisors | 3,263 | $152.0K | 0.00% | −47−1.4% | 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 |
| Tower Research Capital LLC (TRC) | 2,123 | $99.0K | 0.00% | −2,148−50.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,950 | $91.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,429 | $67.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,076 | $50.0K | 0.00% | +12+1.1% | Added |
| Toronto Dominion Bank | 1,041 | $48.0K | 0.00% | +141+15.7% | Added |
| First Quadrant L P | 989 | $46.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 801 | $35.0K | 0.02% | +350+77.6% | Added |
| Lazard Asset Management LLC | 720 | $33.0K | 0.00% | 00.0% | Unchanged |
| Haverford Trust Co | 628 | $29.0K | 0.00% | +628 | New |
| Eagle Bay Advisors LLC | 418 | $21.0K | 0.02% | +418 | New |
| Advisor Group Holdings, Inc. | 389 | $18.0K | 0.00% | −357−47.9% | Reduced |
| Versant Capital Management, Inc | 320 | $15.0K | 0.01% | +166+107.8% | Added |
| Sutton Wealth Advisors Inc. | 266 | $12.4K | 0.00% | +266 | New |
| Parallel Advisors, LLC | 258 | $12.0K | 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 |
| Cordasco Financial Network | 130 | $6.00K | 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 |
| American Portfolios Advisors | 68 | $3.17K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Glassman Wealth Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |