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, Q4 2021
Institutional positions in WSFS Financial Corp as of Dec 31, 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
- 202
- +16 vs. Q3 2021
- Shares held
- 45.0M
- +1.74M (+4.0%) vs. Q3 2021
- Total value
- $2.26B
- +$36.0M (+1.6%) vs. Q3 2021
- New holders
- 34
- 79 more added
- Sold out
- 18
- 53 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,022,000 | $351.9M | 0.01% | +30,719+0.4% | Added |
| Vanguard Group Inc | 6,120,051 | $306.7M | 0.01% | +1,033,878+20.3% | Added |
| Price T Rowe Associates Inc | 3,237,267 | $162.3M | 0.01% | −90,661−2.7% | Reduced |
| Dimensional Fund Advisors LP | 2,472,708 | $123.9M | 0.04% | −52,992−2.1% | Reduced |
| State Street Corp | 2,229,642 | $111.8M | 0.01% | +296,184+15.3% | Added |
| Macquarie Group Ltd | 1,596,134 | $80.0M | 0.07% | +1,082+0.1% | Added |
| Janus Henderson Group PLC | 1,503,005 | $75.3M | 0.03% | −173,648−10.4% | Reduced |
| JPMorgan Chase & Co | 1,473,111 | $73.8M | 0.01% | +1,107,875+303.3% | Added |
| Cooke & Bieler LP | 1,305,546 | $65.4M | 0.56% | −16,620−1.3% | Reduced |
| Invesco Ltd. | 1,279,391 | $64.1M | 0.02% | −38,210−2.9% | Reduced |
| Alliancebernstein L.P. | 1,028,568 | $51.6M | 0.02% | −16,310−1.6% | Reduced |
| Palisade Capital Management LLC | 880,621 | $44.1M | 0.89% | +32,081+3.8% | Added |
| Ameriprise Financial Inc | 873,951 | $43.8M | 0.01% | +193,156+28.4% | Added |
| Brown Advisory Inc | 863,003 | $43.3M | 0.05% | +672,301+352.5% | Added |
| Geode Capital Management, LLC | 851,361 | $42.7M | 0.01% | +1,572+0.2% | Added |
| Northern Trust Corp | 756,389 | $37.9M | 0.01% | +5,058+0.7% | Added |
| Pzena Investment Management LLC | 704,492 | $35.3M | 0.13% | +8,751+1.3% | Added |
| Bank of New York Mellon Corp | 639,886 | $32.1M | 0.01% | +93,758+17.2% | Added |
| Nuveen Asset Management, LLC | 595,507 | $29.8M | 0.01% | −60,119−9.2% | Reduced |
| Manufacturers Life Insurance Company, The | 578,141 | $29.0M | 0.02% | +6,813+1.2% | Added |
| Frontier Capital Management Co LLC | 519,527 | $26.0M | 0.21% | −10,390−2.0% | Reduced |
| Norges Bank | 465,680 | $23.3M | 0.00% | +53,849+13.1% | Added |
| Jennison Associates LLC | 461,194 | $23.1M | 0.01% | −106,119−18.7% | Reduced |
| Principal Financial Group Inc | 439,509 | $22.0M | 0.01% | −30,948−6.6% | Reduced |
| Charles Schwab Investment Management Inc | 399,886 | $20.0M | 0.01% | +10,928+2.8% | Added |
| Goldman Sachs Group Inc | 363,339 | $18.2M | 0.00% | +107,290+41.9% | Added |
| Renaissance Technologies LLC | 333,758 | $16.7M | 0.02% | −143,300−30.0% | Reduced |
| Morgan Stanley | 272,932 | $13.7M | 0.00% | +46,986+20.8% | Added |
| State of Wisconsin Investment Board | 270,500 | $13.6M | 0.03% | −37,500−12.2% | Reduced |
| Ziegler Capital Management, LLC | 247,826 | $12.4M | 0.45% | −12,184−4.7% | Reduced |
| New York State Common Retirement Fund | 239,832 | $12.0M | 0.01% | +8,140+3.5% | Added |
| Bank of America Corp | 198,385 | $9.94M | 0.00% | +21,270+12.0% | Added |
| Legal & General Group Plc | 174,466 | $8.74M | 0.00% | +19,365+12.5% | Added |
| Rhumbline Advisers | 153,348 | $7.69M | 0.01% | +19,276+14.4% | Added |
| D. E. Shaw & Co., Inc. | 152,504 | $7.64M | 0.01% | +152,504 | New |
| Deutsche Bank AG | 151,736 | $7.61M | 0.00% | +120,901+392.1% | Added |
| Aristotle Capital Boston, LLC | 147,226 | $7.38M | 0.17% | −8,577−5.5% | Reduced |
| Hennessy Advisors Inc | 147,000 | $7.37M | 0.42% | +15,000+11.4% | Added |
| Wellington Management Group LLP | 136,441 | $6.84M | 0.00% | +2,623+2.0% | Added |
| Barclays PLC | 134,398 | $6.74M | 0.00% | +95,527+245.8% | Added |
| Public Sector Pension Investment Board | 133,190 | $6.67M | 0.04% | +37,140+38.7% | Added |
| Endeavour Capital Advisors Inc | 126,983 | $6.36M | 0.89% | −167,641−56.9% | Reduced |
| HSBC Holdings PLC | 114,676 | $5.78M | 0.01% | +108,224+1,677.4% | Added |
| Jacobs Asset Management, LLC | 105,000 | $5.26M | 2.40% | +105,000 | New |
| Swiss National Bank | 104,640 | $5.25M | 0.00% | −600−0.6% | Reduced |
| Prudential Financial Inc | 104,257 | $5.22M | 0.01% | +25,484+32.4% | Added |
| Parametric Portfolio Associates LLC | 101,716 | $5.10M | 0.00% | +1,351+1.3% | Added |
| American Century Companies Inc | 100,874 | $5.06M | 0.00% | +81,458+419.5% | Added |
| First Trust Advisors LP | 93,135 | $4.67M | 0.00% | −682−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 76,366 | $3.83M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 76,110 | $3.81M | 0.03% | +30,719+67.7% | Added |
| Siena Capital Partners GP, LLC | 69,311 | $3.47M | 1.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 68,550 | $3.44M | 0.00% | +342+0.5% | Added |
| Millennium Management LLC | 68,314 | $3.42M | 0.00% | −187,335−73.3% | Reduced |
| California State Teachers Retirement System | 65,875 | $3.30M | 0.00% | +1,548+2.4% | Added |
| UBS Asset Management Americas Inc | 65,570 | $3.29M | 0.00% | −772−1.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 64,145 | $3.21M | 0.04% | +6,091+10.5% | Added |
| Comerica Bank | 58,738 | $3.14M | 0.02% | −64,028−52.2% | Reduced |
| Yousif Capital Management, LLC | 60,288 | $3.02M | 0.03% | +60,288 | New |
| Walthausen & Co., LLC | 58,963 | $2.96M | 0.78% | −1,540−2.5% | Reduced |
| Wedge Capital Management L L P | 57,403 | $2.88M | 0.04% | −5,202−8.3% | Reduced |
| Great West Life Assurance Co | 55,306 | $2.77M | 0.01% | +13,832+33.4% | Added |
| Thrivent Financial for Lutherans | 53,287 | $2.67M | 0.01% | +14,864+38.7% | Added |
| Wells Fargo & Company | 52,187 | $2.62M | 0.00% | +19,826+61.3% | Added |
| Two Sigma Investments, LP | 51,835 | $2.60M | 0.01% | +45,911+775.0% | Added |
| AE Wealth Management LLC | 49,945 | $2.50M | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,489 | $2.48M | 0.03% | +13,447+37.3% | Added |
| Credit Suisse AG | 47,690 | $2.39M | 0.00% | +4,482+10.4% | Added |
| State of Alaska, Department of Revenue | 45,576 | $2.28M | 0.02% | +10,900+31.4% | Added |
| Texas Permanent School Fund | 43,492 | $2.18M | 0.03% | +8,329+23.7% | Added |
| Keeley-Teton Advisors, LLC | 42,413 | $2.13M | 0.23% | +5,128+13.8% | Added |
| Federated Hermes, Inc. | 41,195 | $2.06M | 0.00% | −9,257−18.3% | Reduced |
| Citigroup Inc | 37,732 | $1.89M | 0.00% | +12,128+47.4% | Added |
| BNP Paribas Arbitrage, SA | 37,050 | $1.86M | 0.00% | −13,543−26.8% | Reduced |
| Corbyn Investment Management Inc | 36,715 | $1.84M | 0.56% | +340+0.9% | Added |
| AlphaCrest Capital Management LLC | 35,198 | $1.76M | 0.07% | +27,197+339.9% | Added |
| Franklin Resources Inc | 34,411 | $1.73M | 0.00% | −36−0.1% | Reduced |
| Russell Investments Group, Ltd. | 30,213 | $1.51M | 0.00% | −1,520−4.8% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.50M | 0.18% | 00.0% | Unchanged |
| American International Group, Inc. | 30,003 | $1.50M | 0.01% | +453+1.5% | Added |
| Amalgamated Bank | 29,710 | $1.49M | 0.01% | +7,056+31.1% | Added |
| Congress Asset Management Co | 29,507 | $1.48M | 0.01% | +80.0% | Added |
| DuPont Capital Management Corp | 29,272 | $1.47M | 0.05% | −23,247−44.3% | Reduced |
| New York State Teachers Retirement System | 28,840 | $1.45M | 0.00% | +4,637+19.2% | Added |
| UBS Group AG | 28,349 | $1.42M | 0.00% | +21,775+331.2% | Added |
| SEI Investments Co | 28,307 | $1.42M | 0.00% | −2,648−8.6% | Reduced |
| Advisors Asset Management, Inc. | 27,490 | $1.38M | 0.02% | +3,151+12.9% | Added |
| Maryland State Retirement & Pension System | 26,104 | $1.31M | 0.03% | +7,400+39.6% | Added |
| Susquehanna International Group, LLP | 24,934 | $1.25M | 0.00% | −140,717−84.9% | Reduced |
| The PNC Financial Services Group, Inc. | 24,523 | $1.23M | 0.00% | +5,452+28.6% | Added |
| Louisiana State Employees Retirement System | 23,000 | $1.15M | 0.03% | +100+0.4% | Added |
| Salzhauer Michael | 22,977 | $1.15M | 0.44% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,785 | $1.04M | 0.00% | −5,493−20.9% | Reduced |
| Assenagon Asset Management S.A. | 20,106 | $1.01M | 0.00% | −86,098−81.1% | Reduced |
| Canada Pension Plan Investment Board | 20,000 | $1.00M | 0.00% | +6,000+42.9% | Added |
| Allspring Global Investments Holdings, LLC | 19,540 | $979.0K | 0.00% | +19,540 | New |
| Lountzis Asset Management, LLC | 19,000 | $952.3K | 0.54% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,728 | $939.0K | 0.00% | −6,634−26.2% | Reduced |
| Oregon Public Employees Retirement Fund | 18,377 | $921.0K | 0.01% | −800−4.2% | Reduced |
| Bank of Montreal | 17,377 | $885.0K | 0.00% | −264,951−93.8% | Reduced |