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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 15,480 | $775.0K | 0.00% | −980−6.0% | Reduced |
| MetLife Investment Management | 16,073 | $805.6K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 16,585 | $831.0K | 0.05% | +16,585 | New |
| Bank of Montreal | 17,377 | $885.0K | 0.00% | −264,951−93.8% | Reduced |
| Oregon Public Employees Retirement Fund | 18,377 | $921.0K | 0.01% | −800−4.2% | Reduced |
| Voya Investment Management LLC | 18,728 | $939.0K | 0.00% | −6,634−26.2% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $952.3K | 0.54% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 19,540 | $979.0K | 0.00% | +19,540 | New |
| Canada Pension Plan Investment Board | 20,000 | $1.00M | 0.00% | +6,000+42.9% | Added |
| Assenagon Asset Management S.A. | 20,106 | $1.01M | 0.00% | −86,098−81.1% | Reduced |
| Royal Bank of Canada | 20,785 | $1.04M | 0.00% | −5,493−20.9% | Reduced |
| Salzhauer Michael | 22,977 | $1.15M | 0.44% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,000 | $1.15M | 0.03% | +100+0.4% | Added |
| The PNC Financial Services Group, Inc. | 24,523 | $1.23M | 0.00% | +5,452+28.6% | Added |
| Maryland State Retirement & Pension System | 26,104 | $1.31M | 0.03% | +7,400+39.6% | Added |
| Advisors Asset Management, Inc. | 27,490 | $1.38M | 0.02% | +3,151+12.9% | Added |
| SEI Investments Co | 28,307 | $1.42M | 0.00% | −2,648−8.6% | Reduced |
| UBS Group AG | 28,349 | $1.42M | 0.00% | +21,775+331.2% | Added |
| New York State Teachers Retirement System | 28,840 | $1.45M | 0.00% | +4,637+19.2% | Added |
| DuPont Capital Management Corp | 29,272 | $1.47M | 0.05% | −23,247−44.3% | Reduced |
| Congress Asset Management Co | 29,507 | $1.48M | 0.01% | +80.0% | Added |
| Amalgamated Bank | 29,710 | $1.49M | 0.01% | +7,056+31.1% | Added |
| 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 |
| Russell Investments Group, Ltd. | 30,213 | $1.51M | 0.00% | −1,520−4.8% | Reduced |
| Franklin Resources Inc | 34,411 | $1.73M | 0.00% | −36−0.1% | Reduced |
| AlphaCrest Capital Management LLC | 35,198 | $1.76M | 0.07% | +27,197+339.9% | Added |
| Corbyn Investment Management Inc | 36,715 | $1.84M | 0.56% | +340+0.9% | Added |
| BNP Paribas Arbitrage, SA | 37,050 | $1.86M | 0.00% | −13,543−26.8% | Reduced |
| Citigroup Inc | 37,732 | $1.89M | 0.00% | +12,128+47.4% | Added |
| Federated Hermes, Inc. | 41,195 | $2.06M | 0.00% | −9,257−18.3% | Reduced |
| Keeley-Teton Advisors, LLC | 42,413 | $2.13M | 0.23% | +5,128+13.8% | Added |
| Texas Permanent School Fund | 43,492 | $2.18M | 0.03% | +8,329+23.7% | Added |
| State of Alaska, Department of Revenue | 45,576 | $2.28M | 0.02% | +10,900+31.4% | Added |
| Credit Suisse AG | 47,690 | $2.39M | 0.00% | +4,482+10.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,489 | $2.48M | 0.03% | +13,447+37.3% | Added |
| AE Wealth Management LLC | 49,945 | $2.50M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 51,835 | $2.60M | 0.01% | +45,911+775.0% | Added |
| Wells Fargo & Company | 52,187 | $2.62M | 0.00% | +19,826+61.3% | Added |
| Thrivent Financial for Lutherans | 53,287 | $2.67M | 0.01% | +14,864+38.7% | Added |
| Great West Life Assurance Co | 55,306 | $2.77M | 0.01% | +13,832+33.4% | Added |
| Wedge Capital Management L L P | 57,403 | $2.88M | 0.04% | −5,202−8.3% | Reduced |
| Walthausen & Co., LLC | 58,963 | $2.96M | 0.78% | −1,540−2.5% | Reduced |
| Yousif Capital Management, LLC | 60,288 | $3.02M | 0.03% | +60,288 | New |
| Comerica Bank | 58,738 | $3.14M | 0.02% | −64,028−52.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 64,145 | $3.21M | 0.04% | +6,091+10.5% | Added |
| UBS Asset Management Americas Inc | 65,570 | $3.29M | 0.00% | −772−1.2% | Reduced |
| California State Teachers Retirement System | 65,875 | $3.30M | 0.00% | +1,548+2.4% | Added |
| Barclays PLC | 67,199 | $3.37M | 0.00% | +28,328+72.9% | Added |
| Millennium Management LLC | 68,314 | $3.42M | 0.00% | −187,335−73.3% | Reduced |
| Stifel Financial Corp | 68,550 | $3.44M | 0.00% | +342+0.5% | Added |
| Siena Capital Partners GP, LLC | 69,311 | $3.47M | 1.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 76,110 | $3.81M | 0.03% | +30,719+67.7% | Added |
| Brandywine Global Investment Management, LLC | 76,366 | $3.83M | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 93,135 | $4.67M | 0.00% | −682−0.7% | Reduced |
| American Century Companies Inc | 100,874 | $5.06M | 0.00% | +81,458+419.5% | Added |
| Parametric Portfolio Associates LLC | 101,716 | $5.10M | 0.00% | +1,351+1.3% | Added |
| Prudential Financial Inc | 104,257 | $5.22M | 0.01% | +25,484+32.4% | Added |
| Swiss National Bank | 104,640 | $5.25M | 0.00% | −600−0.6% | Reduced |
| Jacobs Asset Management, LLC | 105,000 | $5.26M | 2.40% | +105,000 | New |
| HSBC Holdings PLC | 114,676 | $5.78M | 0.01% | +108,224+1,677.4% | Added |
| Endeavour Capital Advisors Inc | 126,983 | $6.36M | 0.89% | −167,641−56.9% | Reduced |
| Public Sector Pension Investment Board | 133,190 | $6.67M | 0.04% | +37,140+38.7% | Added |
| Wellington Management Group LLP | 136,441 | $6.84M | 0.00% | +2,623+2.0% | Added |
| Hennessy Advisors Inc | 147,000 | $7.37M | 0.42% | +15,000+11.4% | Added |
| Aristotle Capital Boston, LLC | 147,226 | $7.38M | 0.17% | −8,577−5.5% | Reduced |
| Deutsche Bank AG | 151,736 | $7.61M | 0.00% | +120,901+392.1% | Added |
| D. E. Shaw & Co., Inc. | 152,504 | $7.64M | 0.01% | +152,504 | New |
| Rhumbline Advisers | 153,348 | $7.69M | 0.01% | +19,276+14.4% | Added |
| Legal & General Group Plc | 174,466 | $8.74M | 0.00% | +19,365+12.5% | Added |
| Bank of America Corp | 198,385 | $9.94M | 0.00% | +21,270+12.0% | Added |
| New York State Common Retirement Fund | 239,832 | $12.0M | 0.01% | +8,140+3.5% | Added |
| Ziegler Capital Management, LLC | 247,826 | $12.4M | 0.45% | −12,184−4.7% | Reduced |
| State of Wisconsin Investment Board | 270,500 | $13.6M | 0.03% | −37,500−12.2% | Reduced |
| Morgan Stanley | 272,932 | $13.7M | 0.00% | +46,986+20.8% | Added |
| Renaissance Technologies LLC | 333,758 | $16.7M | 0.02% | −143,300−30.0% | Reduced |
| Goldman Sachs Group Inc | 363,339 | $18.2M | 0.00% | +107,290+41.9% | Added |
| Charles Schwab Investment Management Inc | 399,886 | $20.0M | 0.01% | +10,928+2.8% | Added |
| Principal Financial Group Inc | 439,509 | $22.0M | 0.01% | −30,948−6.6% | Reduced |
| Jennison Associates LLC | 461,194 | $23.1M | 0.01% | −106,119−18.7% | Reduced |
| Norges Bank | 465,680 | $23.3M | 0.00% | +53,849+13.1% | Added |
| Frontier Capital Management Co LLC | 519,527 | $26.0M | 0.21% | −10,390−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 578,141 | $29.0M | 0.02% | +6,813+1.2% | Added |
| Nuveen Asset Management, LLC | 595,507 | $29.8M | 0.01% | −60,119−9.2% | Reduced |
| Bank of New York Mellon Corp | 639,886 | $32.1M | 0.01% | +93,758+17.2% | Added |
| Pzena Investment Management LLC | 704,492 | $35.3M | 0.13% | +8,751+1.3% | Added |
| Northern Trust Corp | 756,389 | $37.9M | 0.01% | +5,058+0.7% | Added |
| Geode Capital Management, LLC | 851,361 | $42.7M | 0.01% | +1,572+0.2% | Added |
| Brown Advisory Inc | 863,003 | $43.3M | 0.05% | +672,301+352.5% | Added |
| Ameriprise Financial Inc | 873,951 | $43.8M | 0.01% | +193,156+28.4% | Added |
| Palisade Capital Management LLC | 880,621 | $44.1M | 0.89% | +32,081+3.8% | Added |
| Alliancebernstein L.P. | 1,028,568 | $51.6M | 0.02% | −16,310−1.6% | Reduced |
| Invesco Ltd. | 1,279,391 | $64.1M | 0.02% | −38,210−2.9% | Reduced |
| Cooke & Bieler LP | 1,305,546 | $65.4M | 0.56% | −16,620−1.3% | Reduced |
| JPMorgan Chase & Co | 1,473,111 | $73.8M | 0.01% | +1,107,875+303.3% | Added |
| Janus Henderson Group PLC | 1,503,005 | $75.3M | 0.03% | −173,648−10.4% | Reduced |
| Macquarie Group Ltd | 1,596,134 | $80.0M | 0.07% | +1,082+0.1% | Added |
| State Street Corp | 2,229,642 | $111.8M | 0.01% | +296,184+15.3% | Added |
| Dimensional Fund Advisors LP | 2,472,708 | $123.9M | 0.04% | −52,992−2.1% | Reduced |
| Price T Rowe Associates Inc | 3,237,267 | $162.3M | 0.01% | −90,661−2.7% | Reduced |