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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 16,073 | $805.6K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,480 | $775.0K | 0.00% | −980−6.0% | Reduced |
| State of Tennessee, Treasury Department | 15,299 | $767.0K | 0.00% | −6,510−29.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,495 | $726.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 14,100 | $707.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 13,905 | $697.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,794 | $641.0K | 0.00% | −153−1.2% | Reduced |
| Royce & Associates LP | 12,713 | $637.0K | 0.00% | +12,713 | 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 |
| ExodusPoint Capital Management, LP | 12,583 | $631.0K | 0.01% | +12,583 | New |
| Susquehanna International Group, LLP | 12,467 | $625.0K | 0.00% | −153,184−92.5% | Reduced |
| Modera Wealth Management, LLC | 12,398 | $621.0K | 0.02% | +1,216+10.9% | Added |
| Metropolitan Life Insurance Co | 12,243 | $613.6K | 0.01% | −304−2.4% | Reduced |
| Victory Capital Management Inc | 11,981 | $600.0K | 0.00% | +15+0.1% | Added |
| ProShare Advisors LLC | 11,764 | $590.0K | 0.00% | +4,511+62.2% | Added |
| Holocene Advisors, LP | 10,955 | $549.0K | 0.00% | +3,207+41.4% | Added |
| FMR LLC | 10,738 | $538.0K | 0.00% | −630,110−98.3% | Reduced |
| 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 |
| Pillar Wealth Advisors, LLC | 10,027 | $503.0K | 0.48% | +10,027 | New |
| Dynamic Technology Lab Private Ltd | 9,270 | $465.0K | 0.05% | +9,270 | New |
| Teacher Retirement System of Texas | 9,164 | $459.0K | 0.00% | +1,470+19.1% | Added |
| Lokken Investment Group LLC | 8,323 | $417.0K | 0.30% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,825 | $392.0K | 0.00% | +7,825 | New |
| Eaton Vance Management | 7,289 | $366.0K | 0.00% | +158+2.2% | Added |
| Henshaw Capital LLC | 7,196 | $360.7K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,933 | $347.0K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,898 | $346.0K | 0.00% | +2,149+45.3% | Added |
| Squarepoint Ops LLC | 6,862 | $344.0K | 0.00% | +6,862 | New |
| Profund Advisors LLC | 6,728 | $337.0K | 0.01% | +1,648+32.4% | Added |
| Duality Advisers, LP | 6,700 | $336.0K | 0.04% | +6,700 | New |
| 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 |
| Los Angeles Capital Management LLC | 6,326 | $317.0K | 0.00% | +140+2.3% | 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 |
| Westover Capital Advisors, LLC | 6,115 | $306.0K | 0.09% | +115+1.9% | Added |
| O'Shaughnessy Asset Management, LLC | 6,062 | $304.0K | 0.01% | 00.0% | Unchanged |
| Laurion Capital Management LP | 6,000 | $301.0K | 0.01% | +6,000 | New |
| Verition Fund Management LLC | 5,965 | $299.0K | 0.00% | −11,142−65.1% | Reduced |
| Ironwood Investment Management LLC | 5,900 | $296.0K | 0.15% | −500−7.8% | Reduced |
| US Bancorp | 5,868 | $294.0K | 0.00% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,812 | $291.0K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 5,666 | $283.0K | 0.09% | +5,666 | New |
| Everence Capital Management Inc | 5,460 | $274.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,359 | $269.0K | 0.00% | −1,940−26.6% | Reduced |
| Envestnet Asset Management Inc | 5,290 | $265.0K | 0.00% | +724+15.9% | Added |
| Cresset Asset Management, LLC | 5,100 | $255.0K | 0.00% | +5,100 | 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 |
| Man Group plc | 4,744 | $238.0K | 0.00% | +4,744 | New |
| 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 |
| Crossmark Global Holdings, Inc. | 4,320 | $217.0K | 0.00% | +70+1.6% | Added |
| Jump Financial, LLC | 4,318 | $216.0K | 0.01% | +4,318 | New |
| Stephens Inc | 4,101 | $206.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,086 | $205.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,032 | $202.0K | 0.00% | −193−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,951 | $198.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,750 | $196.0K | 0.00% | +1,800+92.3% | Added |
| Ameritas Investment Partners, Inc. | 3,604 | $181.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,511 | $176.0K | 0.00% | +122+3.6% | Added |
| Lenox Wealth Advisors, LLC | 3,466 | $174.0K | 0.02% | +8+0.2% | Added |
| Sterling Investment Advisors, Ltd. | 3,020 | $151.0K | 0.04% | −400−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,442 | $127.0K | 0.00% | +1,960+406.6% | Added |
| Harbor Investment Advisory, LLC | 1,429 | $72.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,148 | $58.0K | 0.00% | +37+3.3% | Added |
| First Quadrant L P | 989 | $50.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 801 | $40.0K | 0.02% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 638 | $32.0K | 0.00% | +638 | New |
| Eagle Bay Advisors LLC | 455 | $23.0K | 0.01% | −3−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 386 | $19.0K | 0.01% | +386 | New |
| Sutton Wealth Advisors Inc. | 364 | $18.2K | 0.01% | +11+3.1% | 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 |
| Parallel Advisors, LLC | 258 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 259 | $13.0K | 0.00% | +37+16.7% | Added |
| Simplex Trading, LLC | 236 | $11.0K | 0.00% | +236 | New |
| Arlington Partners LLC | 194 | $10.0K | 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 |
| TCI Wealth Advisors, Inc. | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 62 | $3.00K | 0.00% | −16−20.5% | Reduced |
| Fieldpoint Private Securities, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Ellevest, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 48 | $2.00K | 0.00% | +48 | 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 |
| McDonald Partners LLC | 5 | $251 | 0.00% | +5 | New |
| Absolute Capital Management, LLC | 5 | $251 | 0.00% | +5 | New |