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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 28,000 | $1.44M | 0.16% | +28,000 | New |
| Congress Asset Management Co | 29,499 | $1.51M | 0.01% | +104+0.4% | Added |
| American International Group, Inc. | 29,550 | $1.52M | 0.01% | −1,027−3.4% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.54M | 0.20% | 00.0% | Unchanged |
| Deutsche Bank AG | 30,835 | $1.58M | 0.00% | −12,174−28.3% | Reduced |
| SEI Investments Co | 30,955 | $1.59M | 0.00% | +108+0.4% | Added |
| Russell Investments Group, Ltd. | 31,733 | $1.63M | 0.00% | −12,109−27.6% | Reduced |
| Wells Fargo & Company | 32,361 | $1.66M | 0.00% | −3,952−10.9% | Reduced |
| Franklin Resources Inc | 34,447 | $1.77M | 0.00% | +39+0.1% | Added |
| State of Alaska, Department of Revenue | 34,676 | $1.78M | 0.02% | +1,786+5.4% | Added |
| Texas Permanent School Fund | 35,163 | $1.80M | 0.02% | −259−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,042 | $1.85M | 0.02% | −435−1.2% | Reduced |
| Corbyn Investment Management Inc | 36,375 | $1.87M | 0.61% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 37,285 | $1.91M | 0.21% | −212−0.6% | Reduced |
| Thrivent Financial for Lutherans | 38,423 | $1.97M | 0.00% | −434−1.1% | Reduced |
| Barclays PLC | 38,871 | $2.00M | 0.00% | +11,419+41.6% | Added |
| Great West Life Assurance Co | 41,474 | $2.14M | 0.00% | +921+2.3% | Added |
| Credit Suisse AG | 43,208 | $2.22M | 0.00% | −4,180−8.8% | Reduced |
| SG Americas Securities, LLC | 45,391 | $2.33M | 0.01% | +43,242+2,012.2% | Added |
| AE Wealth Management LLC | 49,945 | $2.56M | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50,452 | $2.59M | 0.00% | −90.0% | Reduced |
| BNP Paribas Arbitrage, SA | 50,593 | $2.60M | 0.01% | +27,859+122.5% | Added |
| DuPont Capital Management Corp | 52,519 | $2.69M | 0.08% | −3,320−5.9% | Reduced |
| Voloridge Investment Management, LLC | 55,055 | $2.83M | 0.02% | −15,005−21.4% | Reduced |
| Rothschild & Co Asset Management US Inc. | 58,054 | $2.98M | 0.04% | +9,027+18.4% | Added |
| State of New Jersey Common Pension Fund D | 59,512 | $3.05M | 0.01% | +12,127+25.6% | Added |
| Walthausen & Co., LLC | 60,503 | $3.10M | 0.79% | −4,530−7.0% | Reduced |
| Wedge Capital Management L L P | 62,605 | $3.21M | 0.04% | −2,683−4.1% | Reduced |
| California State Teachers Retirement System | 64,327 | $3.30M | 0.00% | −477−0.7% | Reduced |
| UBS Asset Management Americas Inc | 66,342 | $3.40M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 68,208 | $3.50M | 0.01% | −4,306−5.9% | Reduced |
| Siena Capital Partners GP, LLC | 69,311 | $3.56M | 1.12% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 72,793 | $3.73M | 0.08% | +606+0.8% | Added |
| Brandywine Global Investment Management, LLC | 76,366 | $3.92M | 0.03% | −7,635−9.1% | Reduced |
| Prudential Financial Inc | 78,773 | $4.04M | 0.01% | +20,379+34.9% | Added |
| Monarch Partners Asset Management LLC | 92,000 | $4.72M | 0.69% | +92,000 | New |
| First Trust Advisors LP | 93,817 | $4.81M | 0.01% | +5,697+6.5% | Added |
| Public Sector Pension Investment Board | 96,050 | $4.93M | 0.03% | −1,130−1.2% | Reduced |
| Parametric Portfolio Associates LLC | 100,365 | $5.15M | 0.00% | +9,441+10.4% | Added |
| Swiss National Bank | 105,240 | $5.40M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 106,204 | $5.45M | 0.02% | −3,864−3.5% | Reduced |
| Richard Bernstein Advisors LLC | 110,654 | $5.68M | 0.11% | +4,918+4.7% | Added |
| Comerica Bank | 122,766 | $6.13M | 0.04% | +60,981+98.7% | Added |
| Nordea Investment Management AB | 122,711 | $6.39M | 0.01% | +278+0.2% | Added |
| Hennessy Advisors Inc | 132,000 | $6.77M | 0.40% | +7,000+5.6% | Added |
| Wellington Management Group LLP | 133,818 | $6.87M | 0.00% | −1,564−1.2% | Reduced |
| Rhumbline Advisers | 134,072 | $6.88M | 0.01% | −18,326−12.0% | Reduced |
| Legal & General Group Plc | 155,101 | $7.96M | 0.00% | +30,582+24.6% | Added |
| Aristotle Capital Boston, LLC | 155,803 | $7.99M | 0.19% | +185+0.1% | Added |
| Ergoteles LLC | 157,935 | $8.10M | 0.30% | +145,583+1,178.6% | Added |
| Susquehanna International Group, LLP | 165,651 | $8.50M | 0.01% | +152,668+1,175.9% | Added |
| Bank of America Corp | 177,115 | $9.09M | 0.00% | +6,201+3.6% | Added |
| Brown Advisory Inc | 190,702 | $9.79M | 0.01% | +173,017+978.3% | Added |
| Morgan Stanley | 225,946 | $11.6M | 0.00% | +30,173+15.4% | Added |
| New York State Common Retirement Fund | 231,692 | $11.9M | 0.01% | +65,767+39.6% | Added |
| Millennium Management LLC | 255,649 | $13.1M | 0.02% | +237,309+1,293.9% | Added |
| Goldman Sachs Group Inc | 256,049 | $13.1M | 0.00% | +122,705+92.0% | Added |
| Ziegler Capital Management, LLC | 260,010 | $13.3M | 0.48% | +179,623+223.4% | Added |
| Bank of Montreal | 282,328 | $14.7M | 0.01% | −11,767−4.0% | Reduced |
| Endeavour Capital Advisors Inc | 294,624 | $15.1M | 2.18% | +198,237+205.7% | Added |
| State of Wisconsin Investment Board | 308,000 | $15.8M | 0.03% | −11,100−3.5% | Reduced |
| JPMorgan Chase & Co | 365,236 | $18.7M | 0.00% | −380,940−51.1% | Reduced |
| Charles Schwab Investment Management Inc | 388,958 | $20.0M | 0.01% | +5,683+1.5% | Added |
| Norges Bank | 411,831 | $21.1M | 0.00% | −23,348−5.4% | Reduced |
| Principal Financial Group Inc | 470,457 | $24.1M | 0.02% | −3,964−0.8% | Reduced |
| Renaissance Technologies LLC | 477,058 | $24.5M | 0.03% | −172,631−26.6% | Reduced |
| Frontier Capital Management Co LLC | 529,917 | $27.2M | 0.21% | −60,596−10.3% | Reduced |
| Bank of New York Mellon Corp | 546,128 | $28.0M | 0.01% | +763+0.1% | Added |
| Jennison Associates LLC | 567,313 | $29.1M | 0.02% | +4,501+0.8% | Added |
| Manufacturers Life Insurance Company, The | 571,328 | $29.3M | 0.02% | −2,647−0.5% | Reduced |
| FMR LLC | 640,848 | $32.9M | 0.00% | +4,199+0.7% | Added |
| Nuveen Asset Management, LLC | 655,626 | $33.6M | 0.01% | −10,310−1.5% | Reduced |
| Ameriprise Financial Inc | 680,795 | $34.9M | 0.01% | −6,375−0.9% | Reduced |
| Pzena Investment Management LLC | 695,741 | $35.7M | 0.14% | +14,977+2.2% | Added |
| Northern Trust Corp | 751,331 | $38.6M | 0.01% | −15,115−2.0% | Reduced |
| Palisade Capital Management LLC | 848,540 | $43.5M | 0.95% | +70,702+9.1% | Added |
| Geode Capital Management, LLC | 849,789 | $43.6M | 0.01% | +14,058+1.7% | Added |
| Alliancebernstein L.P. | 1,044,878 | $53.6M | 0.02% | −40,612−3.7% | Reduced |
| Invesco Ltd. | 1,317,601 | $67.6M | 0.02% | +6,502+0.5% | Added |
| Cooke & Bieler LP | 1,322,166 | $67.8M | 0.61% | −20,870−1.6% | Reduced |
| Macquarie Group Ltd | 1,595,052 | $81.8M | 0.07% | −21,958−1.4% | Reduced |
| Janus Henderson Group PLC | 1,676,653 | $86.0M | 0.04% | +175,955+11.7% | Added |
| State Street Corp | 1,933,458 | $99.2M | 0.01% | −160,783−7.7% | Reduced |
| Dimensional Fund Advisors LP | 2,525,700 | $129.6M | 0.04% | −37,503−1.5% | Reduced |
| Price T Rowe Associates Inc | 3,327,928 | $170.8M | 0.02% | −14,267−0.4% | Reduced |
| Vanguard Group Inc | 5,086,173 | $261.0M | 0.01% | +25,707+0.5% | Added |
| BlackRock Inc. | 6,991,281 | $358.7M | 0.01% | +32,002+0.5% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −45,676−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,559−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,550−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −30,179−100.0% | Sold out |
| John W. Rosenthal Capital Management, Inc. | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,111−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −14,599−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,349−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,460−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,823−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |