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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 28,115 | $1.31M | 0.01% | +28,115 | New |
| Voya Investment Management LLC | 26,525 | $1.24M | 0.00% | +7,797+41.6% | Added |
| Maryland State Retirement & Pension System | 26,257 | $1.22M | 0.03% | +153+0.6% | Added |
| Balyasny Asset Management LLC | 25,163 | $1.17M | 0.01% | +25,163 | New |
| Maltese Capital Management LLC | 25,000 | $1.17M | 0.22% | +25,000 | New |
| Oregon Public Employees Retirement Fund | 24,843 | $1.16M | 0.01% | +6,466+35.2% | Added |
| Holocene Advisors, LP | 24,802 | $1.16M | 0.01% | +13,847+126.4% | Added |
| State of Tennessee, Treasury Department | 24,572 | $1.15M | 0.00% | +9,273+60.6% | Added |
| BNP Paribas Arbitrage, SA | 23,527 | $1.10M | 0.00% | −13,523−36.5% | Reduced |
| Hantz Financial Services, Inc. | 23,322 | $1.09M | 0.03% | +23,322 | New |
| Salzhauer Michael | 22,977 | $1.07M | 0.47% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,838 | $1.04M | 0.00% | +6,396+261.9% | Added |
| DuPont Capital Management Corp | 21,713 | $1.01M | 0.04% | −7,559−25.8% | Reduced |
| Bank of Montreal | 20,076 | $1.00M | 0.00% | +2,699+15.5% | Added |
| UBS Group AG | 20,031 | $934.0K | 0.00% | −8,318−29.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,177 | $894.0K | 0.00% | −363−1.9% | Reduced |
| 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 |
| Lountzis Asset Management, LLC | 19,000 | $885.8K | 0.49% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 18,695 | $872.0K | 0.01% | +4,200+29.0% | Added |
| Arizona State Retirement System | 17,694 | $825.0K | 0.01% | +4,900+38.3% | Added |
| Sageworth Trust Co | 17,605 | $821.0K | 0.06% | +17,605 | New |
| AlphaCrest Capital Management LLC | 17,126 | $798.0K | 0.04% | −18,072−51.3% | Reduced |
| Duality Advisers, LP | 16,715 | $779.0K | 0.08% | +10,015+149.5% | Added |
| Commonwealth Equity Services, LLC | 16,414 | $765.0K | 0.00% | +934+6.0% | Added |
| State Board of Administration of Florida Retirement System | 15,600 | $727.0K | 0.00% | +5,362+52.4% | Added |
| Dean Investment Associates, LLC | 15,500 | $723.0K | 0.13% | +15,500 | New |
| LPL Financial LLC | 15,032 | $701.0K | 0.00% | +15,032 | New |
| ProShare Advisors LLC | 14,437 | $672.0K | 0.00% | +2,673+22.7% | Added |
| Ensign Peak Advisors, Inc | 14,100 | $657.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,523 | $630.0K | 0.00% | +4,359+47.6% | Added |
| First Republic Investment Management, Inc. | 13,490 | $629.0K | 0.00% | +826+6.5% | Added |
| Victory Capital Management Inc | 14,895 | $597.0K | 0.00% | +2,914+24.3% | Added |
| Magnetar Financial LLC | 12,763 | $595.0K | 0.01% | +12,763 | New |
| Susquehanna International Group, LLP | 12,700 | $592.0K | 0.00% | +233+1.9% | Added |
| Marshall Financial Group Inc | 12,075 | $563.0K | 0.22% | +12,075 | New |
| Univest Financial Corp | 11,886 | $554.0K | 0.16% | +11,886 | New |
| Public Employees Retirement Association of Colorado | 10,928 | $509.0K | 0.00% | +10,928 | New |
| Dean Capital Management | 10,561 | $492.0K | 0.43% | +10,561 | New |
| FMR LLC | 10,459 | $488.0K | 0.00% | −279−2.6% | Reduced |
| Henshaw Capital LLC | 10,366 | $483.3K | 0.03% | +3,170+44.1% | Added |
| Janney Montgomery Scott LLC | 10,303 | $480.0K | 0.00% | +4,944+92.3% | Added |
| Everence Capital Management Inc | 10,230 | $477.0K | 0.04% | +4,770+87.4% | Added |
| Pillar Wealth Advisors, LLC | 10,027 | $467.0K | 0.45% | 00.0% | Unchanged |
| Tower Bridge Advisors | 9,892 | $461.2K | 0.03% | +9,892 | New |
| Mutual of America Capital Management LLC | 9,435 | $440.0K | 0.00% | +2,936+45.2% | Added |
| Handelsbanken Fonder AB | 9,205 | $429.0K | 0.00% | −4,700−33.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,528 | $398.0K | 0.00% | +1,630+23.6% | Added |
| IndexIQ Advisors LLC | 8,212 | $383.0K | 0.01% | +8,212 | New |
| Eaton Vance Management | 8,077 | $377.0K | 0.00% | +788+10.8% | Added |
| M&T Bank Corp | 7,877 | $368.0K | 0.00% | +7,877 | New |
| Profund Advisors LLC | 7,470 | $348.0K | 0.01% | +742+11.0% | Added |
| Brown Brothers Harriman & Co | 7,200 | $336.0K | 0.00% | +7,200 | New |
| Lokken Investment Group LLC | 8,324 | $334.0K | 0.27% | +10.0% | Added |
| Captrust Financial Advisors | 7,037 | $328.0K | 0.00% | +3,526+100.4% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $323.0K | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,846 | $319.0K | 0.00% | +520+8.2% | Added |
| Veritable, L.P. | 6,769 | $316.0K | 0.00% | +6,769 | New |
| Haverford Trust Co | 6,504 | $303.0K | 0.00% | +6,504 | New |
| Winton Group Ltd | 6,442 | $300.0K | 0.02% | −10,143−61.2% | Reduced |
| 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 |
| Diversified Trust Co | 5,974 | $279.0K | 0.01% | +5,974 | New |
| Buckingham Strategic Wealth, LLC | 5,922 | $276.0K | 0.01% | +5,922 | New |
| First Hawaiian Bank | 5,802 | $271.0K | 0.01% | −10−0.2% | Reduced |
| NinePointTwo Capital | 5,666 | $264.0K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,627 | $262.0K | 0.01% | +1,307+30.3% | Added |
| US Bancorp | 5,583 | $261.0K | 0.00% | −285−4.9% | 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 |
| SG Americas Securities, LLC | 5,269 | $246.0K | 0.00% | −70,841−93.1% | Reduced |
| CIBC Asset Management Inc | 5,163 | $241.0K | 0.00% | +5,163 | New |
| Ameritas Investment Partners, Inc. | 5,059 | $236.0K | 0.01% | +1,455+40.4% | Added |
| Nisa Investment Advisors, LLC | 4,900 | $228.0K | 0.00% | +1,150+30.7% | Added |
| Jacobi Capital Management LLC | 4,650 | $217.0K | 0.03% | +4,650 | New |
| Cambridge Investment Research Advisors, Inc. | 4,508 | $210.0K | 0.00% | +32+0.7% | Added |
| DF Dent & Co Inc | 4,474 | $209.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 4,388 | $205.0K | 0.00% | −3,437−43.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,197 | $195.0K | 0.00% | +246+6.2% | Added |
| Metropolitan Life Insurance Co | 3,940 | $183.7K | 0.01% | −8,303−67.8% | Reduced |
| Geneos Wealth Management Inc. | 3,600 | $167.0K | 0.01% | +3,600 | New |
| Lenox Wealth Advisors, LLC | 3,475 | $145.0K | 0.02% | +9+0.3% | Added |
| STRS Ohio | 3,100 | $144.0K | 0.00% | +3,100 | 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 |
| McClarren Financial Advisors, Inc. | 2,520 | $117.0K | 0.08% | +2,520 | New |
| FinTrust Capital Advisors, LLC | 2,385 | $111.0K | 0.03% | +2,385 | New |
| Glen Eagle Advisors, LLC | 2,376 | $110.8K | 0.03% | +2,376 | New |
| Harbor Investment Advisory, LLC | 2,050 | $96.0K | 0.01% | +621+43.5% | Added |
| Tower Research Capital LLC (TRC) | 2,010 | $94.0K | 0.00% | −4,290−68.1% | Reduced |
| FourThought Financial, LLC | 1,582 | $74.0K | 0.01% | +1,582 | New |
| Public Employees Retirement System of Ohio | 1,250 | $58.0K | 0.00% | +102+8.9% | Added |
| Sutton Wealth Advisors Inc. | 1,052 | $49.0K | 0.02% | +688+189.0% | Added |
| Global Retirement Partners, LLC | 1,166 | $47.0K | 0.00% | +1,166 | New |
| Key Financial Inc | 980 | $46.0K | 0.02% | +179+22.3% | Added |
| Neo Ivy Capital Management | 900 | $42.0K | 0.04% | +900 | New |
| Meeder Asset Management Inc | 860 | $40.0K | 0.00% | +860 | New |
| Quadrant Capital Group LLC | 702 | $33.0K | 0.00% | +640+1,032.3% | Added |
| Rockefeller Capital Management L.P. | 597 | $27.0K | 0.00% | +257+75.6% | Added |
| Spire Wealth Management | 450 | $21.0K | 0.00% | +450 | New |