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, 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
- 44.9M
- +1.66M (+3.8%) vs. Q3 2021
- Total value
- $2.25B
- +$32.1M (+1.4%) 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 5 | $0 | 0.00% | −735−99.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 7 | $0 | 0.00% | +7 | New |
| McDonald Partners LLC | 5 | $251 | 0.00% | +5 | New |
| Absolute Capital Management, LLC | 5 | $251 | 0.00% | +5 | New |
| 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% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Schubert & Co | 10 | $1.00K | 0.00% | +10 | New |
| Covestor Ltd | 26 | $1.00K | 0.00% | +26 | New |
| Ellevest, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 48 | $2.00K | 0.00% | +48 | New |
| Quadrant Capital Group LLC | 62 | $3.00K | 0.00% | −16−20.5% | Reduced |
| Fieldpoint Private Securities, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 82 | $4.00K | 0.00% | −22−21.2% | Reduced |
| Fifth Third Bancorp | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 134 | $7.00K | 0.00% | +134 | New |
| Arlington Partners LLC | 194 | $10.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 236 | $11.0K | 0.00% | +236 | New |
| Parallel Advisors, LLC | 258 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 259 | $13.0K | 0.00% | +37+16.7% | Added |
| Rockefeller Capital Management L.P. | 340 | $17.0K | 0.00% | +267+365.8% | Added |
| Lazard Asset Management LLC | 344 | $17.0K | 0.00% | +344 | New |
| Sutton Wealth Advisors Inc. | 364 | $18.2K | 0.01% | +11+3.1% | Added |
| EverSource Wealth Advisors, LLC | 386 | $19.0K | 0.01% | +386 | New |
| Eagle Bay Advisors LLC | 455 | $23.0K | 0.01% | −3−0.7% | Reduced |
| Point72 Hong Kong Ltd | 638 | $32.0K | 0.00% | +638 | New |
| Key Financial Inc | 801 | $40.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 989 | $50.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,148 | $58.0K | 0.00% | +37+3.3% | Added |
| Harbor Investment Advisory, LLC | 1,429 | $72.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,442 | $127.0K | 0.00% | +1,960+406.6% | Added |
| Sterling Investment Advisors, Ltd. | 3,020 | $151.0K | 0.04% | −400−11.7% | Reduced |
| Lenox Wealth Advisors, LLC | 3,466 | $174.0K | 0.02% | +8+0.2% | Added |
| Captrust Financial Advisors | 3,511 | $176.0K | 0.00% | +122+3.6% | Added |
| Ameritas Investment Partners, Inc. | 3,604 | $181.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,750 | $196.0K | 0.00% | +1,800+92.3% | Added |
| Northwestern Mutual Wealth Management Co | 3,951 | $198.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,032 | $202.0K | 0.00% | −193−4.6% | Reduced |
| Cim Investment Mangement Inc | 4,086 | $205.0K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 4,101 | $206.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,318 | $216.0K | 0.01% | +4,318 | New |
| Crossmark Global Holdings, Inc. | 4,320 | $217.0K | 0.00% | +70+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,476 | $224.0K | 0.00% | −32−0.7% | Reduced |
| DF Dent & Co Inc | 4,474 | $224.0K | 0.00% | +5+0.1% | Added |
| Man Group plc | 4,744 | $238.0K | 0.00% | +4,744 | New |
| Affinity Wealth Management LLC | 4,601 | $253.0K | 0.05% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 4,601 | $253.0K | 0.06% | +4,601 | New |
| Cresset Asset Management, LLC | 5,100 | $255.0K | 0.00% | +5,100 | New |
| Envestnet Asset Management Inc | 5,290 | $265.0K | 0.00% | +724+15.9% | Added |
| Janney Montgomery Scott LLC | 5,359 | $269.0K | 0.00% | −1,940−26.6% | Reduced |
| Everence Capital Management Inc | 5,460 | $274.0K | 0.02% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,666 | $283.0K | 0.09% | +5,666 | New |
| First Hawaiian Bank | 5,812 | $291.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,868 | $294.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,900 | $296.0K | 0.15% | −500−7.8% | Reduced |
| Verition Fund Management LLC | 5,965 | $299.0K | 0.00% | −11,142−65.1% | Reduced |
| Laurion Capital Management LP | 6,000 | $301.0K | 0.01% | +6,000 | New |
| O'Shaughnessy Asset Management, LLC | 6,062 | $304.0K | 0.01% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 6,115 | $306.0K | 0.09% | +115+1.9% | Added |
| Two Sigma Advisers, LP | 6,300 | $316.0K | 0.00% | −1,300−17.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,300 | $316.0K | 0.01% | +3,225+104.9% | Added |
| Los Angeles Capital Management LLC | 6,326 | $317.0K | 0.00% | +140+2.3% | Added |
| Mutual of America Capital Management LLC | 6,499 | $326.0K | 0.00% | +160+2.5% | Added |
| Citadel Advisors LLC | 6,495 | $326.0K | 0.00% | +6,495 | New |
| Duality Advisers, LP | 6,700 | $336.0K | 0.04% | +6,700 | New |
| Profund Advisors LLC | 6,728 | $337.0K | 0.01% | +1,648+32.4% | Added |
| Squarepoint Ops LLC | 6,862 | $344.0K | 0.00% | +6,862 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,898 | $346.0K | 0.00% | +2,149+45.3% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $347.0K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 7,196 | $360.7K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 7,289 | $366.0K | 0.00% | +158+2.2% | Added |
| Jane Street Group, LLC | 7,825 | $392.0K | 0.00% | +7,825 | New |
| Lokken Investment Group LLC | 8,323 | $417.0K | 0.30% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,164 | $459.0K | 0.00% | +1,470+19.1% | Added |
| Dynamic Technology Lab Private Ltd | 9,270 | $465.0K | 0.05% | +9,270 | New |
| Pillar Wealth Advisors, LLC | 10,027 | $503.0K | 0.48% | +10,027 | New |
| Cubist Systematic Strategies, LLC | 10,238 | $513.0K | 0.00% | −7,340−41.8% | Reduced |
| State Board of Administration of Florida Retirement System | 10,238 | $513.0K | 0.00% | −567−5.2% | Reduced |
| FMR LLC | 10,738 | $538.0K | 0.00% | −630,110−98.3% | Reduced |
| Holocene Advisors, LP | 10,955 | $549.0K | 0.00% | +3,207+41.4% | Added |
| ProShare Advisors LLC | 11,764 | $590.0K | 0.00% | +4,511+62.2% | Added |
| Victory Capital Management Inc | 11,981 | $600.0K | 0.00% | +15+0.1% | Added |
| Metropolitan Life Insurance Co | 12,243 | $613.6K | 0.01% | −304−2.4% | Reduced |
| Modera Wealth Management, LLC | 12,398 | $621.0K | 0.02% | +1,216+10.9% | Added |
| Susquehanna International Group, LLP | 12,467 | $625.0K | 0.00% | −153,184−92.5% | Reduced |
| ExodusPoint Capital Management, LP | 12,583 | $631.0K | 0.01% | +12,583 | New |
| First Republic Investment Management, Inc. | 12,664 | $635.0K | 0.00% | −1,713−11.9% | Reduced |
| Sciencast Management LP | 11,900 | $635.0K | 0.11% | +11,900 | New |
| Royce & Associates LP | 12,713 | $637.0K | 0.00% | +12,713 | New |
| Arizona State Retirement System | 12,794 | $641.0K | 0.00% | −153−1.2% | Reduced |
| Handelsbanken Fonder AB | 13,905 | $697.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 14,100 | $707.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,495 | $726.0K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 15,299 | $767.0K | 0.00% | −6,510−29.9% | Reduced |