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, 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
- +756.2K (+1.8%) vs. Q2 2021
- Total value
- $2.22B
- +$232.8M (+11.7%) 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| First Manhattan Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $1.00K | 0.00% | +22+550.0% | Added |
| Bell Investment Advisors, Inc | 11 | $1.00K | 0.00% | +11 | New |
| Ellevest, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 68 | $3.49K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 78 | $4.00K | 0.00% | +16+25.8% | Added |
| Fifth Third Bancorp | 71 | $4.00K | 0.00% | +71 | New |
| Lindbrook Capital, LLC | 104 | $5.00K | 0.00% | −86−45.3% | Reduced |
| TCI Wealth Advisors, Inc. | 103 | $5.00K | 0.00% | +103 | New |
| Cordasco Financial Network | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 147 | $8.00K | 0.00% | +147 | New |
| Arlington Partners LLC | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 222 | $11.0K | 0.00% | −98−30.6% | Reduced |
| Parallel Advisors, LLC | 258 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 353 | $18.1K | 0.01% | +87+32.7% | Added |
| Eagle Bay Advisors LLC | 458 | $23.0K | 0.01% | +40+9.6% | Added |
| Advisor Group Holdings, Inc. | 482 | $25.0K | 0.00% | +93+23.9% | Added |
| Toronto Dominion Bank | 740 | $38.0K | 0.00% | −301−28.9% | Reduced |
| Key Financial Inc | 801 | $41.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 989 | $51.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,111 | $57.0K | 0.00% | +35+3.3% | Added |
| Harbor Investment Advisory, LLC | 1,429 | $73.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,950 | $100.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,075 | $157.0K | 0.00% | +952+44.8% | Added |
| Captrust Financial Advisors | 3,389 | $174.0K | 0.00% | +126+3.9% | Added |
| Sterling Investment Advisors, Ltd. | 3,420 | $175.0K | 0.05% | −300−8.1% | Reduced |
| Lenox Wealth Advisors, LLC | 3,458 | $177.0K | 0.02% | +10+0.3% | Added |
| Ameritas Investment Partners, Inc. | 3,604 | $185.0K | 0.01% | −245−6.4% | Reduced |
| STRS Ohio | 3,800 | $194.0K | 0.00% | +3,700+3,700.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,951 | $203.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 4,101 | $210.0K | 0.00% | +4,101 | New |
| Cim Investment Mangement Inc | 4,086 | $210.0K | 0.07% | +4,086 | New |
| Raymond James Financial Services Advisors, Inc. | 4,225 | $217.0K | 0.00% | −1,171−21.7% | Reduced |
| Crossmark Global Holdings, Inc. | 4,250 | $218.0K | 0.01% | +4,250 | New |
| DF Dent & Co Inc | 4,469 | $229.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,508 | $231.0K | 0.00% | +7+0.2% | Added |
| Envestnet Asset Management Inc | 4,566 | $234.0K | 0.00% | −130−2.8% | Reduced |
| Affinity Wealth Management LLC | 4,601 | $241.0K | 0.05% | +4,601 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,749 | $244.0K | 0.00% | +4,749 | New |
| Profund Advisors LLC | 5,080 | $261.0K | 0.01% | −1,384−21.4% | Reduced |
| CIBC Asset Management Inc | 5,236 | $269.0K | 0.00% | −133−2.5% | Reduced |
| Everence Capital Management Inc | 5,460 | $280.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,812 | $298.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,868 | $301.0K | 0.00% | −474−7.5% | Reduced |
| Two Sigma Investments, LP | 5,924 | $304.0K | 0.00% | −23,666−80.0% | Reduced |
| Westover Capital Advisors, LLC | 6,000 | $308.0K | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,062 | $312.0K | 0.01% | +6,062 | New |
| Los Angeles Capital Management LLC | 6,186 | $317.0K | 0.00% | −465−7.0% | Reduced |
| Mutual of America Capital Management LLC | 6,339 | $325.0K | 0.00% | −418−6.2% | Reduced |
| Ironwood Investment Management LLC | 6,400 | $328.0K | 0.17% | +500+8.5% | Added |
| HSBC Holdings PLC | 6,452 | $331.0K | 0.00% | −22,117−77.4% | Reduced |
| UBS Group AG | 6,574 | $337.0K | 0.00% | −4,382−40.0% | Reduced |
| Eaton Vance Management | 7,131 | $339.0K | 0.00% | +531+8.0% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $356.0K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,196 | $369.2K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,253 | $372.0K | 0.00% | −6,237−46.2% | Reduced |
| BBVA USA | 7,308 | $375.0K | 0.02% | −868−10.6% | Reduced |
| Janney Montgomery Scott LLC | 7,299 | $375.0K | 0.00% | +1,272+21.1% | Added |
| Two Sigma Advisers, LP | 7,600 | $390.0K | 0.00% | +7,600 | New |
| Teacher Retirement System of Texas | 7,694 | $395.0K | 0.00% | +998+14.9% | Added |
| Holocene Advisors, LP | 7,748 | $398.0K | 0.00% | +7,748 | New |
| AlphaCrest Capital Management LLC | 8,001 | $411.0K | 0.02% | −25,594−76.2% | Reduced |
| Lokken Investment Group LLC | 8,323 | $427.0K | 0.34% | +10.0% | Added |
| Occudo Quantitative Strategies LP | 8,624 | $442.0K | 0.05% | +8,624 | New |
| State Board of Administration of Florida Retirement System | 10,805 | $554.0K | 0.00% | +360+3.4% | Added |
| Modera Wealth Management, LLC | 11,182 | $574.0K | 0.03% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,966 | $614.0K | 0.00% | +1,350+12.7% | Added |
| Metropolitan Life Insurance Co | 12,547 | $643.8K | 0.01% | −1,184−8.6% | Reduced |
| Arizona State Retirement System | 12,947 | $664.0K | 0.01% | −34−0.3% | Reduced |
| Handelsbanken Fonder AB | 13,905 | $713.0K | 0.00% | +2,300+19.8% | Added |
| Canada Pension Plan Investment Board | 14,000 | $718.0K | 0.00% | +14,000 | New |
| Ensign Peak Advisors, Inc | 14,100 | $723.0K | 0.00% | +7,700+120.3% | Added |
| First Republic Investment Management, Inc. | 14,377 | $738.0K | 0.00% | −73−0.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,495 | $744.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 16,073 | $824.7K | 0.01% | −1,877−10.5% | Reduced |
| Commonwealth Equity Services, LLC | 16,460 | $844.0K | 0.00% | −1,850−10.1% | Reduced |
| Verition Fund Management LLC | 17,107 | $878.0K | 0.01% | +4,437+35.0% | Added |
| Cubist Systematic Strategies, LLC | 17,578 | $902.0K | 0.01% | −37,239−67.9% | Reduced |
| Maryland State Retirement & Pension System | 18,704 | $968.0K | 0.03% | +18,704 | New |
| Lountzis Asset Management, LLC | 19,000 | $974.9K | 0.61% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 19,071 | $979.0K | 0.00% | +1,812+10.5% | Added |
| Oregon Public Employees Retirement Fund | 19,177 | $984.0K | 0.01% | −1,540−7.4% | Reduced |
| American Century Companies Inc | 19,416 | $996.0K | 0.00% | +12,721+190.0% | Added |
| Tudor Investment Corp Et Al | 19,586 | $1.00M | 0.02% | +15,111+337.7% | Added |
| State of Tennessee, Treasury Department | 21,809 | $1.12M | 0.00% | −1,630−7.0% | Reduced |
| Amalgamated Bank | 22,654 | $1.16M | 0.01% | −455−2.0% | Reduced |
| Louisiana State Employees Retirement System | 22,900 | $1.18M | 0.03% | +1,500+7.0% | Added |
| Salzhauer Michael | 22,977 | $1.18M | 0.53% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 23,640 | $1.21M | 0.01% | +15,070+175.8% | 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 |
| New York State Teachers Retirement System | 24,203 | $1.24M | 0.00% | +100+0.4% | Added |
| Advisors Asset Management, Inc. | 24,339 | $1.25M | 0.02% | +3,282+15.6% | Added |
| Voya Investment Management LLC | 25,362 | $1.30M | 0.00% | +184+0.7% | Added |
| Citigroup Inc | 25,604 | $1.31M | 0.00% | −805−3.0% | Reduced |
| Royal Bank of Canada | 26,278 | $1.35M | 0.00% | −987−3.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,524 | $1.41M | 0.02% | +19,324+235.7% | Added |