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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Proequities, Inc. | 291 | $14.0K | 0.00% | +291 | New |
| Aquatic Capital Management LLC | 300 | $14.0K | 0.02% | +300 | New |
| Versant Capital Management, Inc | 228 | $11.0K | 0.00% | −31−12.0% | Reduced |
| Arlington Partners LLC | 194 | $9.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 173 | $8.00K | 0.00% | +39+29.1% | Added |
| Ellis Investment Partners, LLC | 180 | $8.00K | 0.00% | +180 | New |
| Cordasco Financial Network | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 105 | $6.00K | 0.00% | +91+650.0% | Added |
| Signaturefd, LLC | 116 | $5.00K | 0.00% | +33+39.8% | Added |
| Lindbrook Capital, LLC | 106 | $5.00K | 0.00% | +24+29.3% | Added |
| American Portfolios Advisors | 95 | $4.43K | 0.00% | +95 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −152,504−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −68,314−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −51,835−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −27,490−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −20,106−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,583−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,270−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −6,495−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,965−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,318−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −4,032−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |