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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 13,523 | $630.0K | 0.00% | +4,359+47.6% | Added |
| Ensign Peak Advisors, Inc | 14,100 | $657.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,437 | $672.0K | 0.00% | +2,673+22.7% | Added |
| LPL Financial LLC | 15,032 | $701.0K | 0.00% | +15,032 | New |
| Dean Investment Associates, LLC | 15,500 | $723.0K | 0.13% | +15,500 | New |
| State Board of Administration of Florida Retirement System | 15,600 | $727.0K | 0.00% | +5,362+52.4% | Added |
| Commonwealth Equity Services, LLC | 16,414 | $765.0K | 0.00% | +934+6.0% | Added |
| Duality Advisers, LP | 16,715 | $779.0K | 0.08% | +10,015+149.5% | Added |
| AlphaCrest Capital Management LLC | 17,126 | $798.0K | 0.04% | −18,072−51.3% | Reduced |
| Sageworth Trust Co | 17,605 | $821.0K | 0.06% | +17,605 | New |
| Arizona State Retirement System | 17,694 | $825.0K | 0.01% | +4,900+38.3% | Added |
| Teachers Retirement System of the State of Kentucky | 18,695 | $872.0K | 0.01% | +4,200+29.0% | Added |
| Lountzis Asset Management, LLC | 19,000 | $885.8K | 0.49% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 18,995 | $886.0K | 0.48% | +13,095+221.9% | Added |
| Truist Financial Corp | 19,008 | $886.0K | 0.00% | +19,008 | New |
| Allspring Global Investments Holdings, LLC | 19,177 | $894.0K | 0.00% | −363−1.9% | Reduced |
| UBS Group AG | 20,031 | $934.0K | 0.00% | −8,318−29.3% | Reduced |
| Bank of Montreal | 20,076 | $1.00M | 0.00% | +2,699+15.5% | Added |
| DuPont Capital Management Corp | 21,713 | $1.01M | 0.04% | −7,559−25.8% | Reduced |
| Advisor Group Holdings, Inc. | 8,838 | $1.04M | 0.00% | +6,396+261.9% | Added |
| Salzhauer Michael | 22,977 | $1.07M | 0.47% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 23,322 | $1.09M | 0.03% | +23,322 | New |
| BNP Paribas Arbitrage, SA | 23,527 | $1.10M | 0.00% | −13,523−36.5% | Reduced |
| State of Tennessee, Treasury Department | 24,572 | $1.15M | 0.00% | +9,273+60.6% | Added |
| Holocene Advisors, LP | 24,802 | $1.16M | 0.01% | +13,847+126.4% | Added |
| Oregon Public Employees Retirement Fund | 24,843 | $1.16M | 0.01% | +6,466+35.2% | Added |
| Maltese Capital Management LLC | 25,000 | $1.17M | 0.22% | +25,000 | New |
| Balyasny Asset Management LLC | 25,163 | $1.17M | 0.01% | +25,163 | New |
| Maryland State Retirement & Pension System | 26,257 | $1.22M | 0.03% | +153+0.6% | Added |
| Voya Investment Management LLC | 26,525 | $1.24M | 0.00% | +7,797+41.6% | Added |
| Private Advisor Group, LLC | 28,115 | $1.31M | 0.01% | +28,115 | New |
| Rothschild & Co Asset Management US Inc. | 28,851 | $1.34M | 0.02% | −35,294−55.0% | Reduced |
| New York State Teachers Retirement System | 28,940 | $1.35M | 0.00% | +100+0.3% | 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 |
| Louisiana State Employees Retirement System | 31,800 | $1.38M | 0.03% | +8,800+38.3% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.40M | 0.16% | 00.0% | Unchanged |
| SEI Investments Co | 30,733 | $1.43M | 0.00% | +2,426+8.6% | Added |
| Congress Asset Management Co | 31,870 | $1.49M | 0.01% | +2,363+8.0% | Added |
| MetLife Investment Management | 34,828 | $1.62M | 0.01% | +18,755+116.7% | Added |
| Susquehanna Fundamental Investments, LLC | 35,738 | $1.67M | 0.03% | +35,738 | New |
| The PNC Financial Services Group, Inc. | 35,788 | $1.67M | 0.00% | +11,265+45.9% | Added |
| Corbyn Investment Management Inc | 36,256 | $1.69M | 0.55% | −459−1.3% | Reduced |
| American International Group, Inc. | 37,187 | $1.73M | 0.01% | +7,184+23.9% | Added |
| Keeley-Teton Advisors, LLC | 42,413 | $1.98M | 0.21% | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 43,819 | $2.04M | 0.63% | −25,492−36.8% | Reduced |
| State of Alaska, Department of Revenue | 45,676 | $2.13M | 0.02% | +100+0.2% | Added |
| Texas Permanent School Fund | 46,422 | $2.16M | 0.03% | +2,930+6.7% | Added |
| Russell Investments Group, Ltd. | 47,005 | $2.19M | 0.00% | +16,792+55.6% | Added |
| Royce & Associates LP | 47,382 | $2.21M | 0.02% | +34,669+272.7% | Added |
| State of New Jersey Common Pension Fund D | 48,910 | $2.28M | 0.01% | +48,910 | New |
| AE Wealth Management LLC | 49,945 | $2.33M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 51,459 | $2.40M | 0.01% | +46,715+984.7% | Added |
| Barclays PLC | 52,743 | $2.46M | 0.00% | −14,456−21.5% | Reduced |
| Thrivent Financial for Lutherans | 53,305 | $2.48M | 0.00% | +180.0% | Added |
| Wedge Capital Management L L P | 54,373 | $2.54M | 0.03% | −3,030−5.3% | Reduced |
| Federated Hermes, Inc. | 54,658 | $2.55M | 0.01% | +13,463+32.7% | Added |
| Bridgeway Capital Management, LLC | 55,020 | $2.56M | 0.05% | +55,020 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,449 | $2.63M | 0.03% | +6,960+14.1% | Added |
| Royal Bank of Canada | 57,069 | $2.66M | 0.00% | +36,284+174.6% | Added |
| Citigroup Inc | 57,139 | $2.66M | 0.00% | +19,407+51.4% | Added |
| Walthausen & Co., LLC | 57,713 | $2.69M | 0.76% | −1,250−2.1% | Reduced |
| Great West Life Assurance Co | 56,614 | $2.71M | 0.01% | +1,308+2.4% | Added |
| Squarepoint Ops LLC | 60,470 | $2.82M | 0.02% | +53,608+781.2% | Added |
| Yousif Capital Management, LLC | 60,896 | $2.84M | 0.03% | +608+1.0% | Added |
| Endeavour Capital Advisors Inc | 61,623 | $2.87M | 0.46% | −65,360−51.5% | Reduced |
| Credit Suisse AG | 64,411 | $3.00M | 0.00% | +16,721+35.1% | Added |
| Comerica Bank | 72,316 | $3.14M | 0.02% | +13,578+23.1% | Added |
| Bryn Mawr Trust Co | 76,534 | $3.57M | 0.14% | +76,534 | New |
| Envestnet Asset Management Inc | 79,114 | $3.69M | 0.00% | +73,824+1,395.5% | Added |
| Stifel Financial Corp | 82,626 | $3.85M | 0.01% | +14,076+20.5% | Added |
| California State Teachers Retirement System | 83,469 | $3.89M | 0.01% | +17,594+26.7% | Added |
| Brandywine Global Investment Management, LLC | 85,601 | $3.99M | 0.03% | +9,235+12.1% | Added |
| UBS Asset Management Americas Inc | 89,319 | $4.16M | 0.00% | +23,749+36.2% | Added |
| Qube Research & Technologies Ltd | 90,295 | $4.21M | 0.04% | +90,295 | New |
| Crawford Investment Counsel Inc | 98,662 | $4.60M | 0.09% | +98,662 | New |
| Raymond James & Associates | 112,057 | $5.22M | 0.00% | +112,057 | New |
| First Trust Advisors LP | 114,570 | $5.34M | 0.01% | +21,435+23.0% | Added |
| Modera Wealth Management, LLC | 114,831 | $5.35M | 0.24% | +102,433+826.2% | Added |
| Public Sector Pension Investment Board | 122,210 | $5.70M | 0.04% | −10,980−8.2% | Reduced |
| Prudential Financial Inc | 133,876 | $6.24M | 0.01% | +29,619+28.4% | Added |
| Wellington Management Group LLP | 134,563 | $6.27M | 0.00% | −1,878−1.4% | Reduced |
| Hennessy Advisors Inc | 135,000 | $6.29M | 0.33% | −12,000−8.2% | Reduced |
| Aristotle Capital Boston, LLC | 147,485 | $6.88M | 0.17% | +259+0.2% | Added |
| Parametric Portfolio Associates LLC | 154,282 | $7.19M | 0.00% | +52,566+51.7% | Added |
| Swiss National Bank | 154,740 | $7.21M | 0.00% | +50,100+47.9% | Added |
| American Century Companies Inc | 164,260 | $7.66M | 0.01% | +63,386+62.8% | Added |
| Deutsche Bank AG | 166,734 | $7.77M | 0.00% | +14,998+9.9% | Added |
| HSBC Holdings PLC | 177,141 | $8.37M | 0.01% | +62,465+54.5% | Added |
| Rhumbline Advisers | 181,383 | $8.46M | 0.01% | +28,035+18.3% | Added |
| Legal & General Group Plc | 192,021 | $8.95M | 0.00% | +17,555+10.1% | Added |
| North Star Asset Management Inc | 194,018 | $9.04M | 0.50% | +194,018 | New |
| Goldman Sachs Group Inc | 199,047 | $9.28M | 0.00% | −164,292−45.2% | Reduced |
| Ziegler Capital Management, LLC | 232,328 | $10.8M | 0.46% | −15,498−6.3% | Reduced |
| Eagle Asset Management Inc | 243,646 | $11.4M | 0.06% | +243,646 | New |
| New York State Common Retirement Fund | 255,802 | $11.9M | 0.01% | +15,970+6.7% | Added |
| Wells Fargo & Company | 270,060 | $12.6M | 0.00% | +217,873+417.5% | Added |
| Loomis Sayles & Co L P | 278,608 | $13.0M | 0.02% | +278,608 | New |
| State of Wisconsin Investment Board | 280,600 | $13.1M | 0.03% | +10,100+3.7% | Added |
| Morgan Stanley | 298,698 | $13.9M | 0.00% | +25,766+9.4% | Added |