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