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, 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
- +11.9M (+26.5%) vs. Q4 2021
- Total value
- $2.65B
- +$400.9M (+17.8%) vs. Q4 2021
- New holders
- 59
- 115 more added
- Sold out
- 29
- 38 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Ellevest, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $1.00K | 0.00% | +1+5.3% | Added |
| JFS Wealth Advisors, LLC | 31 | $1.00K | 0.00% | +17+121.4% | Added |
| Schubert & Co | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Disciplined Investments, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Cordant, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Fieldpoint Private Securities, LLC | 35 | $2.00K | 0.00% | −15−30.0% | Reduced |
| Glassman Wealth Services | 37 | $2.00K | 0.00% | +11+42.3% | Added |
| Covestor Ltd | 39 | $2.00K | 0.00% | +13+50.0% | Added |
| Fifth Third Bancorp | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $3.00K | 0.00% | +8+16.7% | Added |
| Kistler-Tiffany Companies, LLC | 72 | $3.00K | 0.00% | +72 | New |
| American Portfolios Advisors | 95 | $4.43K | 0.00% | +95 | New |
| Signaturefd, LLC | 116 | $5.00K | 0.00% | +33+39.8% | Added |
| Lindbrook Capital, LLC | 106 | $5.00K | 0.00% | +24+29.3% | Added |
| Cordasco Financial Network | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 105 | $6.00K | 0.00% | +91+650.0% | Added |
| CWM, LLC | 173 | $8.00K | 0.00% | +39+29.1% | Added |
| Ellis Investment Partners, LLC | 180 | $8.00K | 0.00% | +180 | New |
| Arlington Partners LLC | 194 | $9.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 228 | $11.0K | 0.00% | −31−12.0% | Reduced |
| Proequities, Inc. | 291 | $14.0K | 0.00% | +291 | New |
| Aquatic Capital Management LLC | 300 | $14.0K | 0.02% | +300 | New |
| Eagle Bay Advisors LLC | 323 | $15.0K | 0.01% | −132−29.0% | Reduced |
| Parallel Advisors, LLC | 312 | $15.0K | 0.00% | +54+20.9% | Added |
| EverSource Wealth Advisors, LLC | 386 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 376 | $18.0K | 0.00% | +273+265.0% | Added |
| Spire Wealth Management | 450 | $21.0K | 0.00% | +450 | New |
| Rockefeller Capital Management L.P. | 597 | $27.0K | 0.00% | +257+75.6% | Added |
| Quadrant Capital Group LLC | 702 | $33.0K | 0.00% | +640+1,032.3% | Added |
| Meeder Asset Management Inc | 860 | $40.0K | 0.00% | +860 | New |
| Neo Ivy Capital Management | 900 | $42.0K | 0.04% | +900 | New |
| Key Financial Inc | 980 | $46.0K | 0.02% | +179+22.3% | Added |
| Global Retirement Partners, LLC | 1,166 | $47.0K | 0.00% | +1,166 | New |
| Sutton Wealth Advisors Inc. | 1,052 | $49.0K | 0.02% | +688+189.0% | Added |
| Public Employees Retirement System of Ohio | 1,250 | $58.0K | 0.00% | +102+8.9% | Added |
| FourThought Financial, LLC | 1,582 | $74.0K | 0.01% | +1,582 | New |
| Tower Research Capital LLC (TRC) | 2,010 | $94.0K | 0.00% | −4,290−68.1% | Reduced |
| Harbor Investment Advisory, LLC | 2,050 | $96.0K | 0.01% | +621+43.5% | Added |
| Glen Eagle Advisors, LLC | 2,376 | $110.8K | 0.03% | +2,376 | New |
| FinTrust Capital Advisors, LLC | 2,385 | $111.0K | 0.03% | +2,385 | New |
| McClarren Financial Advisors, Inc. | 2,520 | $117.0K | 0.08% | +2,520 | New |
| Sterling Investment Advisors, Ltd. | 3,020 | $141.0K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $141.0K | 0.04% | +3,019 | New |
| STRS Ohio | 3,100 | $144.0K | 0.00% | +3,100 | New |
| Lenox Wealth Advisors, LLC | 3,475 | $145.0K | 0.02% | +9+0.3% | Added |
| Geneos Wealth Management Inc. | 3,600 | $167.0K | 0.01% | +3,600 | New |
| Metropolitan Life Insurance Co | 3,940 | $183.7K | 0.01% | −8,303−67.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,197 | $195.0K | 0.00% | +246+6.2% | Added |
| Jane Street Group, LLC | 4,388 | $205.0K | 0.00% | −3,437−43.9% | Reduced |
| DF Dent & Co Inc | 4,474 | $209.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,508 | $210.0K | 0.00% | +32+0.7% | Added |
| Jacobi Capital Management LLC | 4,650 | $217.0K | 0.03% | +4,650 | New |
| Nisa Investment Advisors, LLC | 4,900 | $228.0K | 0.00% | +1,150+30.7% | Added |
| Ameritas Investment Partners, Inc. | 5,059 | $236.0K | 0.01% | +1,455+40.4% | Added |
| CIBC Asset Management Inc | 5,163 | $241.0K | 0.00% | +5,163 | New |
| SG Americas Securities, LLC | 5,269 | $246.0K | 0.00% | −70,841−93.1% | Reduced |
| MML Investors Services, LLC | 5,413 | $252.0K | 0.00% | +5,413 | New |
| Allegheny Financial Group LTD | 5,408 | $252.0K | 0.11% | +5,408 | New |
| US Bancorp | 5,583 | $261.0K | 0.00% | −285−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 5,627 | $262.0K | 0.01% | +1,307+30.3% | Added |
| NinePointTwo Capital | 5,666 | $264.0K | 0.07% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,802 | $271.0K | 0.01% | −10−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,922 | $276.0K | 0.01% | +5,922 | New |
| Diversified Trust Co | 5,974 | $279.0K | 0.01% | +5,974 | New |
| Westover Capital Advisors, LLC | 6,115 | $285.0K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,110 | $285.0K | 0.00% | +48+0.8% | Added |
| Winton Group Ltd | 6,442 | $300.0K | 0.02% | −10,143−61.2% | Reduced |
| Haverford Trust Co | 6,504 | $303.0K | 0.00% | +6,504 | New |
| Veritable, L.P. | 6,769 | $316.0K | 0.00% | +6,769 | New |
| Los Angeles Capital Management LLC | 6,846 | $319.0K | 0.00% | +520+8.2% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $323.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,037 | $328.0K | 0.00% | +3,526+100.4% | Added |
| Lokken Investment Group LLC | 8,324 | $334.0K | 0.27% | +10.0% | Added |
| Brown Brothers Harriman & Co | 7,200 | $336.0K | 0.00% | +7,200 | New |
| Profund Advisors LLC | 7,470 | $348.0K | 0.01% | +742+11.0% | Added |
| M&T Bank Corp | 7,877 | $368.0K | 0.00% | +7,877 | New |
| Eaton Vance Management | 8,077 | $377.0K | 0.00% | +788+10.8% | Added |
| IndexIQ Advisors LLC | 8,212 | $383.0K | 0.01% | +8,212 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,528 | $398.0K | 0.00% | +1,630+23.6% | Added |
| Handelsbanken Fonder AB | 9,205 | $429.0K | 0.00% | −4,700−33.8% | Reduced |
| Mutual of America Capital Management LLC | 9,435 | $440.0K | 0.00% | +2,936+45.2% | Added |
| Tower Bridge Advisors | 9,892 | $461.2K | 0.03% | +9,892 | New |
| Pillar Wealth Advisors, LLC | 10,027 | $467.0K | 0.45% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,230 | $477.0K | 0.04% | +4,770+87.4% | Added |
| Janney Montgomery Scott LLC | 10,303 | $480.0K | 0.00% | +4,944+92.3% | Added |
| Henshaw Capital LLC | 10,366 | $483.3K | 0.03% | +3,170+44.1% | Added |
| FMR LLC | 10,459 | $488.0K | 0.00% | −279−2.6% | Reduced |
| Dean Capital Management | 10,561 | $492.0K | 0.43% | +10,561 | New |
| Public Employees Retirement Association of Colorado | 10,928 | $509.0K | 0.00% | +10,928 | New |
| Univest Financial Corp | 11,886 | $554.0K | 0.16% | +11,886 | New |
| Marshall Financial Group Inc | 12,075 | $563.0K | 0.22% | +12,075 | New |
| Susquehanna International Group, LLP | 12,700 | $592.0K | 0.00% | +233+1.9% | Added |
| Magnetar Financial LLC | 12,763 | $595.0K | 0.01% | +12,763 | New |
| Victory Capital Management Inc | 14,895 | $597.0K | 0.00% | +2,914+24.3% | Added |
| First Republic Investment Management, Inc. | 13,490 | $629.0K | 0.00% | +826+6.5% | Added |