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, Q1 2022
Institutional positions in WSFS Financial Corp as of Mar 31, 2022. 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
- 231
- +30 vs. Q4 2021
- Shares held
- 56.8M
- +11.8M (+26.3%) vs. Q4 2021
- Total value
- $2.65B
- +$396.9M (+17.6%) vs. Q4 2021
- New holders
- 59
- 114 more added
- Sold out
- 29
- 39 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,464,621 | $441.2M | 0.01% | +2,442,621+34.8% | Added |
| Vanguard Group Inc | 7,112,476 | $331.6M | 0.01% | +992,425+16.2% | Added |
| Price T Rowe Associates Inc | 3,263,774 | $152.2M | 0.02% | +26,507+0.8% | Added |
| Dimensional Fund Advisors LP | 3,263,625 | $152.2M | 0.05% | +790,917+32.0% | Added |
| State Street Corp | 2,878,509 | $134.2M | 0.01% | +648,867+29.1% | Added |
| Macquarie Group Ltd | 2,304,566 | $107.5M | 0.08% | +708,432+44.4% | Added |
| Janus Henderson Group PLC | 1,429,405 | $66.6M | 0.03% | −73,600−4.9% | Reduced |
| Invesco Ltd. | 1,369,339 | $63.8M | 0.02% | +89,948+7.0% | Added |
| Franklin Resources Inc | 1,337,839 | $62.4M | 0.02% | +1,303,428+3,787.8% | Added |
| Cooke & Bieler LP | 1,275,586 | $59.5M | 0.52% | −29,960−2.3% | Reduced |
| Geode Capital Management, LLC | 1,196,875 | $55.8M | 0.01% | +345,514+40.6% | Added |
| Alliancebernstein L.P. | 1,024,049 | $47.7M | 0.02% | −4,519−0.4% | Reduced |
| Champlain Investment Partners, LLC | 990,495 | $46.2M | 0.24% | +990,495 | New |
| Manufacturers Life Insurance Company, The | 980,353 | $45.7M | 0.03% | +402,212+69.6% | Added |
| Northern Trust Corp | 912,385 | $42.5M | 0.01% | +155,996+20.6% | Added |
| Bank of America Corp | 893,790 | $41.7M | 0.00% | +695,405+350.5% | Added |
| Brown Advisory Inc | 886,807 | $41.3M | 0.06% | +23,804+2.8% | Added |
| Palisade Capital Management LLC | 829,799 | $38.7M | 0.89% | −50,822−5.8% | Reduced |
| Jennison Associates LLC | 775,089 | $36.1M | 0.03% | +313,895+68.1% | Added |
| Bank of New York Mellon Corp | 772,965 | $36.0M | 0.01% | +133,079+20.8% | Added |
| Ameriprise Financial Inc | 771,646 | $36.0M | 0.01% | −102,305−11.7% | Reduced |
| Nuveen Asset Management, LLC | 698,789 | $34.9M | 0.01% | +103,282+17.3% | Added |
| Pzena Investment Management LLC | 740,256 | $34.5M | 0.13% | +35,764+5.1% | Added |
| Norges Bank | 658,717 | $30.7M | 0.01% | +193,037+41.5% | Added |
| Renaissance Technologies LLC | 568,784 | $26.5M | 0.03% | +235,026+70.4% | Added |
| Charles Schwab Investment Management Inc | 544,789 | $25.4M | 0.01% | +144,903+36.2% | Added |
| Frontier Capital Management Co LLC | 502,629 | $23.4M | 0.21% | −16,898−3.3% | Reduced |
| Principal Financial Group Inc | 437,701 | $20.4M | 0.01% | −1,808−0.4% | Reduced |
| Clearbridge Investments, LLC | 384,707 | $17.9M | 0.01% | +384,707 | New |
| JPMorgan Chase & Co | 342,490 | $16.0M | 0.00% | −1,130,621−76.8% | Reduced |
| Earnest Partners LLC | 336,659 | $15.7M | 0.09% | +336,659 | New |
| Morgan Stanley | 298,698 | $13.9M | 0.00% | +25,766+9.4% | Added |
| State of Wisconsin Investment Board | 280,600 | $13.1M | 0.03% | +10,100+3.7% | Added |
| Loomis Sayles & Co L P | 278,608 | $13.0M | 0.02% | +278,608 | New |
| Wells Fargo & Company | 270,060 | $12.6M | 0.00% | +217,873+417.5% | Added |
| New York State Common Retirement Fund | 255,802 | $11.9M | 0.01% | +15,970+6.7% | Added |
| Eagle Asset Management Inc | 243,646 | $11.4M | 0.06% | +243,646 | New |
| Ziegler Capital Management, LLC | 232,328 | $10.8M | 0.46% | −15,498−6.3% | Reduced |
| Goldman Sachs Group Inc | 199,047 | $9.28M | 0.00% | −164,292−45.2% | Reduced |
| North Star Asset Management Inc | 194,018 | $9.04M | 0.50% | +194,018 | New |
| Legal & General Group Plc | 192,021 | $8.95M | 0.00% | +17,555+10.1% | Added |
| Rhumbline Advisers | 181,383 | $8.46M | 0.01% | +28,035+18.3% | Added |
| HSBC Holdings PLC | 177,141 | $8.37M | 0.01% | +62,465+54.5% | Added |
| Deutsche Bank AG | 166,734 | $7.77M | 0.00% | +14,998+9.9% | Added |
| American Century Companies Inc | 164,260 | $7.66M | 0.01% | +63,386+62.8% | Added |
| Swiss National Bank | 154,740 | $7.21M | 0.00% | +50,100+47.9% | Added |
| Parametric Portfolio Associates LLC | 154,282 | $7.19M | 0.00% | +52,566+51.7% | Added |
| Aristotle Capital Boston, LLC | 147,485 | $6.88M | 0.17% | +259+0.2% | Added |
| Hennessy Advisors Inc | 135,000 | $6.29M | 0.33% | −12,000−8.2% | Reduced |
| Wellington Management Group LLP | 134,563 | $6.27M | 0.00% | −1,878−1.4% | Reduced |
| Prudential Financial Inc | 133,876 | $6.24M | 0.01% | +29,619+28.4% | Added |
| Public Sector Pension Investment Board | 122,210 | $5.70M | 0.04% | −10,980−8.2% | Reduced |
| Modera Wealth Management, LLC | 114,831 | $5.35M | 0.24% | +102,433+826.2% | Added |
| First Trust Advisors LP | 114,570 | $5.34M | 0.01% | +21,435+23.0% | Added |
| Raymond James & Associates | 112,057 | $5.22M | 0.00% | +112,057 | New |
| Crawford Investment Counsel Inc | 98,662 | $4.60M | 0.09% | +98,662 | New |
| Qube Research & Technologies Ltd | 90,295 | $4.21M | 0.04% | +90,295 | New |
| UBS Asset Management Americas Inc | 89,319 | $4.16M | 0.00% | +23,749+36.2% | Added |
| Brandywine Global Investment Management, LLC | 85,601 | $3.99M | 0.03% | +9,235+12.1% | Added |
| California State Teachers Retirement System | 83,469 | $3.89M | 0.01% | +17,594+26.7% | Added |
| Stifel Financial Corp | 82,626 | $3.85M | 0.01% | +14,076+20.5% | Added |
| Envestnet Asset Management Inc | 79,114 | $3.69M | 0.00% | +73,824+1,395.5% | Added |
| Bryn Mawr Trust Co | 76,534 | $3.57M | 0.14% | +76,534 | New |
| Comerica Bank | 72,316 | $3.14M | 0.02% | +13,578+23.1% | Added |
| Credit Suisse AG | 64,411 | $3.00M | 0.00% | +16,721+35.1% | Added |
| Endeavour Capital Advisors Inc | 61,623 | $2.87M | 0.46% | −65,360−51.5% | Reduced |
| Yousif Capital Management, LLC | 60,896 | $2.84M | 0.03% | +608+1.0% | Added |
| Squarepoint Ops LLC | 60,470 | $2.82M | 0.02% | +53,608+781.2% | Added |
| Great West Life Assurance Co | 56,614 | $2.71M | 0.01% | +1,308+2.4% | Added |
| Walthausen & Co., LLC | 57,713 | $2.69M | 0.76% | −1,250−2.1% | Reduced |
| Citigroup Inc | 57,139 | $2.66M | 0.00% | +19,407+51.4% | Added |
| Royal Bank of Canada | 57,069 | $2.66M | 0.00% | +36,284+174.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,449 | $2.63M | 0.03% | +6,960+14.1% | Added |
| Bridgeway Capital Management, LLC | 55,020 | $2.56M | 0.05% | +55,020 | New |
| Federated Hermes, Inc. | 54,658 | $2.55M | 0.01% | +13,463+32.7% | Added |
| Wedge Capital Management L L P | 54,373 | $2.54M | 0.03% | −3,030−5.3% | Reduced |
| Thrivent Financial for Lutherans | 53,305 | $2.48M | 0.00% | +180.0% | Added |
| Barclays PLC | 52,743 | $2.46M | 0.00% | −81,655−60.8% | Reduced |
| Man Group plc | 51,459 | $2.40M | 0.01% | +46,715+984.7% | Added |
| AE Wealth Management LLC | 49,945 | $2.33M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 48,910 | $2.28M | 0.01% | +48,910 | New |
| Royce & Associates LP | 47,382 | $2.21M | 0.02% | +34,669+272.7% | Added |
| Russell Investments Group, Ltd. | 47,005 | $2.19M | 0.00% | +16,792+55.6% | Added |
| Texas Permanent School Fund | 46,422 | $2.16M | 0.03% | +2,930+6.7% | Added |
| State of Alaska, Department of Revenue | 45,676 | $2.13M | 0.02% | +100+0.2% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $2.04M | 0.63% | −25,492−36.8% | Reduced |
| Keeley-Teton Advisors, LLC | 42,413 | $1.98M | 0.21% | 00.0% | Unchanged |
| American International Group, Inc. | 37,187 | $1.73M | 0.01% | +7,184+23.9% | Added |
| Corbyn Investment Management Inc | 36,256 | $1.69M | 0.55% | −459−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 35,788 | $1.67M | 0.00% | +11,265+45.9% | Added |
| Susquehanna Fundamental Investments, LLC | 35,738 | $1.67M | 0.03% | +35,738 | New |
| MetLife Investment Management | 34,828 | $1.62M | 0.01% | +18,755+116.7% | Added |
| Congress Asset Management Co | 31,870 | $1.49M | 0.01% | +2,363+8.0% | Added |
| SEI Investments Co | 30,733 | $1.43M | 0.00% | +2,426+8.6% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.40M | 0.16% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 31,800 | $1.38M | 0.03% | +8,800+38.3% | Added |
| Amalgamated Bank | 29,438 | $1.37M | 0.01% | −272−0.9% | Reduced |
| Amalgamated Financial Corp. | 29,438 | $1.37M | 0.01% | +29,438 | New |
| New York State Teachers Retirement System | 28,940 | $1.35M | 0.00% | +100+0.3% | Added |
| Rothschild & Co Asset Management US Inc. | 28,851 | $1.34M | 0.02% | −35,294−55.0% | Reduced |