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, Q3 2021
Institutional positions in WSFS Financial Corp as of Sep 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
- 187
- −2 vs. Q2 2021
- Shares held
- 43.3M
- +691.1K (+1.6%) vs. Q2 2021
- Total value
- $2.22B
- +$229.5M (+11.5%) vs. Q2 2021
- New holders
- 18
- 72 more added
- Sold out
- 20
- 67 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,991,281 | $358.7M | 0.01% | +32,002+0.5% | Added |
| Vanguard Group Inc | 5,086,173 | $261.0M | 0.01% | +25,707+0.5% | Added |
| Price T Rowe Associates Inc | 3,327,928 | $170.8M | 0.02% | −14,267−0.4% | Reduced |
| Dimensional Fund Advisors LP | 2,525,700 | $129.6M | 0.04% | −37,503−1.5% | Reduced |
| State Street Corp | 1,933,458 | $99.2M | 0.01% | −160,783−7.7% | Reduced |
| Janus Henderson Group PLC | 1,676,653 | $86.0M | 0.04% | +175,955+11.7% | Added |
| Macquarie Group Ltd | 1,595,052 | $81.8M | 0.07% | −21,958−1.4% | Reduced |
| Cooke & Bieler LP | 1,322,166 | $67.8M | 0.61% | −20,870−1.6% | Reduced |
| Invesco Ltd. | 1,317,601 | $67.6M | 0.02% | +6,502+0.5% | Added |
| Alliancebernstein L.P. | 1,044,878 | $53.6M | 0.02% | −40,612−3.7% | Reduced |
| Geode Capital Management, LLC | 849,789 | $43.6M | 0.01% | +14,058+1.7% | Added |
| Palisade Capital Management LLC | 848,540 | $43.5M | 0.95% | +70,702+9.1% | Added |
| Northern Trust Corp | 751,331 | $38.6M | 0.01% | −15,115−2.0% | Reduced |
| Pzena Investment Management LLC | 695,741 | $35.7M | 0.14% | +14,977+2.2% | Added |
| Ameriprise Financial Inc | 680,795 | $34.9M | 0.01% | −6,375−0.9% | Reduced |
| Nuveen Asset Management, LLC | 655,626 | $33.6M | 0.01% | −10,310−1.5% | Reduced |
| FMR LLC | 640,848 | $32.9M | 0.00% | +4,199+0.7% | Added |
| Manufacturers Life Insurance Company, The | 571,328 | $29.3M | 0.02% | −2,647−0.5% | Reduced |
| Jennison Associates LLC | 567,313 | $29.1M | 0.02% | +4,501+0.8% | Added |
| Bank of New York Mellon Corp | 546,128 | $28.0M | 0.01% | +763+0.1% | Added |
| Frontier Capital Management Co LLC | 529,917 | $27.2M | 0.21% | −60,596−10.3% | Reduced |
| Renaissance Technologies LLC | 477,058 | $24.5M | 0.03% | −172,631−26.6% | Reduced |
| Principal Financial Group Inc | 470,457 | $24.1M | 0.02% | −3,964−0.8% | Reduced |
| Norges Bank | 411,831 | $21.1M | 0.00% | −23,348−5.4% | Reduced |
| Charles Schwab Investment Management Inc | 388,958 | $20.0M | 0.01% | +5,683+1.5% | Added |
| JPMorgan Chase & Co | 365,236 | $18.7M | 0.00% | −380,940−51.1% | Reduced |
| State of Wisconsin Investment Board | 308,000 | $15.8M | 0.03% | −11,100−3.5% | Reduced |
| Endeavour Capital Advisors Inc | 294,624 | $15.1M | 2.18% | +198,237+205.7% | Added |
| Bank of Montreal | 282,328 | $14.7M | 0.01% | −11,767−4.0% | Reduced |
| Ziegler Capital Management, LLC | 260,010 | $13.3M | 0.48% | +179,623+223.4% | Added |
| Goldman Sachs Group Inc | 256,049 | $13.1M | 0.00% | +122,705+92.0% | Added |
| Millennium Management LLC | 255,649 | $13.1M | 0.02% | +237,309+1,293.9% | Added |
| New York State Common Retirement Fund | 231,692 | $11.9M | 0.01% | +65,767+39.6% | Added |
| Morgan Stanley | 225,946 | $11.6M | 0.00% | +30,173+15.4% | Added |
| Brown Advisory Inc | 190,702 | $9.79M | 0.01% | +173,017+978.3% | Added |
| Bank of America Corp | 177,115 | $9.09M | 0.00% | +6,201+3.6% | Added |
| Susquehanna International Group, LLP | 165,651 | $8.50M | 0.01% | +152,668+1,175.9% | Added |
| Ergoteles LLC | 157,935 | $8.10M | 0.30% | +145,583+1,178.6% | Added |
| Aristotle Capital Boston, LLC | 155,803 | $7.99M | 0.19% | +185+0.1% | Added |
| Legal & General Group Plc | 155,101 | $7.96M | 0.00% | +30,582+24.6% | Added |
| Rhumbline Advisers | 134,072 | $6.88M | 0.01% | −18,326−12.0% | Reduced |
| Wellington Management Group LLP | 133,818 | $6.87M | 0.00% | −1,564−1.2% | Reduced |
| Hennessy Advisors Inc | 132,000 | $6.77M | 0.40% | +7,000+5.6% | Added |
| Nordea Investment Management AB | 122,711 | $6.39M | 0.01% | +278+0.2% | Added |
| Comerica Bank | 122,766 | $6.13M | 0.04% | +60,981+98.7% | Added |
| Richard Bernstein Advisors LLC | 110,654 | $5.68M | 0.11% | +4,918+4.7% | Added |
| Assenagon Asset Management S.A. | 106,204 | $5.45M | 0.02% | −3,864−3.5% | Reduced |
| Swiss National Bank | 105,240 | $5.40M | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 100,365 | $5.15M | 0.00% | +9,441+10.4% | Added |
| Public Sector Pension Investment Board | 96,050 | $4.93M | 0.03% | −1,130−1.2% | Reduced |
| First Trust Advisors LP | 93,817 | $4.81M | 0.01% | +5,697+6.5% | Added |
| Monarch Partners Asset Management LLC | 92,000 | $4.72M | 0.69% | +92,000 | New |
| Prudential Financial Inc | 78,773 | $4.04M | 0.01% | +20,379+34.9% | Added |
| Brandywine Global Investment Management, LLC | 76,366 | $3.92M | 0.03% | −7,635−9.1% | Reduced |
| Kennedy Capital Management, Inc. | 72,793 | $3.73M | 0.08% | +606+0.8% | Added |
| Siena Capital Partners GP, LLC | 69,311 | $3.56M | 1.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 68,208 | $3.50M | 0.01% | −4,306−5.9% | Reduced |
| UBS Asset Management Americas Inc | 66,342 | $3.40M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 64,327 | $3.30M | 0.00% | −477−0.7% | Reduced |
| Wedge Capital Management L L P | 62,605 | $3.21M | 0.04% | −2,683−4.1% | Reduced |
| Walthausen & Co., LLC | 60,503 | $3.10M | 0.79% | −69,563−53.5% | Reduced |
| State of New Jersey Common Pension Fund D | 59,512 | $3.05M | 0.01% | +12,127+25.6% | Added |
| Rothschild & Co Asset Management US Inc. | 58,054 | $2.98M | 0.04% | +9,027+18.4% | Added |
| Voloridge Investment Management, LLC | 55,055 | $2.83M | 0.02% | −15,005−21.4% | Reduced |
| DuPont Capital Management Corp | 52,519 | $2.69M | 0.08% | −3,320−5.9% | Reduced |
| BNP Paribas Arbitrage, SA | 50,593 | $2.60M | 0.01% | +27,859+122.5% | Added |
| Federated Hermes, Inc. | 50,452 | $2.59M | 0.00% | −90.0% | Reduced |
| AE Wealth Management LLC | 49,945 | $2.56M | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 45,391 | $2.33M | 0.01% | +43,242+2,012.2% | Added |
| Credit Suisse AG | 43,208 | $2.22M | 0.00% | −4,180−8.8% | Reduced |
| Great West Life Assurance Co | 41,474 | $2.14M | 0.00% | +921+2.3% | Added |
| Barclays PLC | 38,871 | $2.00M | 0.00% | +11,419+41.6% | Added |
| Thrivent Financial for Lutherans | 38,423 | $1.97M | 0.00% | −434−1.1% | Reduced |
| Keeley-Teton Advisors, LLC | 37,285 | $1.91M | 0.21% | −212−0.6% | Reduced |
| Corbyn Investment Management Inc | 36,375 | $1.87M | 0.61% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,042 | $1.85M | 0.02% | −435−1.2% | Reduced |
| Texas Permanent School Fund | 35,163 | $1.80M | 0.02% | −259−0.7% | Reduced |
| State of Alaska, Department of Revenue | 34,676 | $1.78M | 0.02% | +1,786+5.4% | Added |
| Franklin Resources Inc | 34,447 | $1.77M | 0.00% | +39+0.1% | Added |
| Wells Fargo & Company | 32,361 | $1.66M | 0.00% | −3,952−10.9% | Reduced |
| Russell Investments Group, Ltd. | 31,733 | $1.63M | 0.00% | −12,109−27.6% | Reduced |
| SEI Investments Co | 30,955 | $1.59M | 0.00% | +108+0.4% | Added |
| Deutsche Bank AG | 30,835 | $1.58M | 0.00% | −12,174−28.3% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.54M | 0.20% | 00.0% | Unchanged |
| American International Group, Inc. | 29,550 | $1.52M | 0.01% | −1,027−3.4% | Reduced |
| Congress Asset Management Co | 29,499 | $1.51M | 0.01% | +104+0.4% | Added |
| Maven Securities LTD | 28,000 | $1.44M | 0.16% | +28,000 | New |
| Schonfeld Strategic Advisors LLC | 27,524 | $1.41M | 0.02% | +19,324+235.7% | Added |
| Royal Bank of Canada | 26,278 | $1.35M | 0.00% | −987−3.6% | Reduced |
| Citigroup Inc | 25,604 | $1.31M | 0.00% | −805−3.0% | Reduced |
| Voya Investment Management LLC | 25,362 | $1.30M | 0.00% | +184+0.7% | Added |
| Advisors Asset Management, Inc. | 24,339 | $1.25M | 0.02% | +3,282+15.6% | Added |
| New York State Teachers Retirement System | 24,203 | $1.24M | 0.00% | +100+0.4% | Added |
| HRT Financial LP | 24,009 | $1.23M | 0.01% | +9,689+67.7% | Added |
| Centiva Capital, LP | 24,000 | $1.23M | 0.10% | +24,000 | New |
| Balyasny Asset Management LLC | 23,640 | $1.21M | 0.01% | +15,070+175.8% | Added |
| Salzhauer Michael | 22,977 | $1.18M | 0.53% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,900 | $1.18M | 0.03% | +1,500+7.0% | Added |
| Amalgamated Bank | 22,654 | $1.16M | 0.01% | −455−2.0% | Reduced |
| State of Tennessee, Treasury Department | 21,809 | $1.12M | 0.00% | −1,630−7.0% | Reduced |