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, Q2 2022
Institutional positions in WSFS Financial Corp as of Jun 30, 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
- 234
- +10 vs. Q1 2022
- Shares held
- 56.3M
- −283.5K (−0.5%) vs. Q1 2022
- Total value
- $2.26B
- −$381.9M (−14.5%) vs. Q1 2022
- New holders
- 27
- 65 more added
- Sold out
- 17
- 103 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,499,612 | $380.8M | 0.01% | +34,991+0.4% | Added |
| Vanguard Group Inc | 7,090,934 | $284.3M | 0.01% | −21,542−0.3% | Reduced |
| Dimensional Fund Advisors LP | 3,525,448 | $141.3M | 0.05% | +261,823+8.0% | Added |
| Price T Rowe Associates Inc | 3,224,607 | $129.3M | 0.02% | −39,167−1.2% | Reduced |
| State Street Corp | 2,659,103 | $106.6M | 0.01% | −219,406−7.6% | Reduced |
| Macquarie Group Ltd | 2,463,018 | $98.8M | 0.11% | +158,452+6.9% | Added |
| Franklin Resources Inc | 2,044,765 | $82.0M | 0.04% | +706,926+52.8% | Added |
| Cooke & Bieler LP | 1,264,496 | $50.7M | 0.49% | −11,090−0.9% | Reduced |
| Invesco Ltd. | 1,258,637 | $50.5M | 0.02% | −110,702−8.1% | Reduced |
| Janus Henderson Group PLC | 1,186,821 | $47.6M | 0.03% | −242,584−17.0% | Reduced |
| Geode Capital Management, LLC | 1,185,510 | $47.5M | 0.01% | −11,365−0.9% | Reduced |
| Pzena Investment Management LLC | 1,182,877 | $47.4M | 0.21% | +442,621+59.8% | Added |
| Alliancebernstein L.P. | 1,016,195 | $40.7M | 0.02% | −7,854−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 966,557 | $38.7M | 0.03% | −13,796−1.4% | Reduced |
| Champlain Investment Partners, LLC | 960,455 | $38.5M | 0.25% | −30,040−3.0% | Reduced |
| Northern Trust Corp | 896,092 | $35.9M | 0.01% | −16,293−1.8% | Reduced |
| Bank of America Corp | 868,726 | $34.8M | 0.00% | −25,064−2.8% | Reduced |
| Brown Advisory Inc | 860,029 | $34.5M | 0.06% | −26,778−3.0% | Reduced |
| Palisade Capital Management LLC | 838,433 | $33.6M | 0.91% | +8,634+1.0% | Added |
| Bank of New York Mellon Corp | 734,222 | $29.4M | 0.01% | −38,743−5.0% | Reduced |
| Ameriprise Financial Inc | 696,966 | $27.9M | 0.01% | −74,680−9.7% | Reduced |
| Jennison Associates LLC | 662,008 | $26.5M | 0.03% | −113,081−14.6% | Reduced |
| Norges Bank | 614,903 | $24.7M | 0.01% | −43,814−6.7% | Reduced |
| Charles Schwab Investment Management Inc | 551,391 | $22.1M | 0.01% | +6,602+1.2% | Added |
| Frontier Capital Management Co LLC | 508,641 | $20.4M | 0.23% | +6,012+1.2% | Added |
| Renaissance Technologies LLC | 437,184 | $17.5M | 0.02% | −131,600−23.1% | Reduced |
| Nuveen Asset Management, LLC | 414,991 | $16.6M | 0.01% | −283,798−40.6% | Reduced |
| Clearbridge Investments, LLC | 408,156 | $16.4M | 0.02% | +23,449+6.1% | Added |
| Principal Financial Group Inc | 399,849 | $16.0M | 0.01% | −37,852−8.6% | Reduced |
| Morgan Stanley | 363,769 | $14.6M | 0.00% | +65,071+21.8% | Added |
| Goldman Sachs Group Inc | 363,127 | $14.6M | 0.00% | +164,080+82.4% | Added |
| Earnest Partners LLC | 341,499 | $13.7M | 0.09% | +4,840+1.4% | Added |
| Loomis Sayles & Co L P | 267,592 | $10.7M | 0.02% | −11,016−4.0% | Reduced |
| New York State Common Retirement Fund | 255,761 | $10.3M | 0.01% | −410.0% | Reduced |
| Eagle Asset Management Inc | 240,975 | $9.66M | 0.06% | −2,671−1.1% | Reduced |
| Wells Fargo & Company | 236,168 | $9.47M | 0.00% | −33,892−12.5% | Reduced |
| JPMorgan Chase & Co | 235,020 | $9.42M | 0.00% | −107,470−31.4% | Reduced |
| North Star Asset Management Inc | 191,277 | $7.67M | 0.51% | −2,741−1.4% | Reduced |
| American Century Companies Inc | 190,472 | $7.64M | 0.01% | +26,212+16.0% | Added |
| Rhumbline Advisers | 189,209 | $7.58M | 0.01% | +7,826+4.3% | Added |
| Legal & General Group Plc | 186,466 | $7.48M | 0.00% | −5,555−2.9% | Reduced |
| Wellington Management Group LLP | 185,888 | $7.45M | 0.00% | +51,325+38.1% | Added |
| Swiss National Bank | 154,140 | $6.18M | 0.00% | −600−0.4% | Reduced |
| Aristotle Capital Boston, LLC | 144,995 | $5.81M | 0.17% | −2,490−1.7% | Reduced |
| Prudential Financial Inc | 131,686 | $5.28M | 0.01% | −2,190−1.6% | Reduced |
| Hennessy Advisors Inc | 125,000 | $5.01M | 0.30% | −10,000−7.4% | Reduced |
| Public Sector Pension Investment Board | 119,834 | $4.80M | 0.04% | −2,376−1.9% | Reduced |
| Raymond James & Associates | 109,675 | $4.40M | 0.00% | −2,382−2.1% | Reduced |
| Deutsche Bank AG | 105,977 | $4.25M | 0.00% | −60,757−36.4% | Reduced |
| First Trust Advisors LP | 102,579 | $4.11M | 0.01% | −11,991−10.5% | Reduced |
| Crawford Investment Counsel Inc | 101,782 | $4.08M | 0.09% | +3,120+3.2% | Added |
| Modera Wealth Management, LLC | 95,469 | $3.83M | 0.18% | −19,362−16.9% | Reduced |
| UBS Asset Management Americas Inc | 89,229 | $3.58M | 0.00% | −90−0.1% | Reduced |
| California State Teachers Retirement System | 83,340 | $3.34M | 0.01% | −129−0.2% | Reduced |
| Bryn Mawr Trust Co | 81,680 | $3.27M | 0.15% | +5,146+6.7% | Added |
| Brandywine Global Investment Management, LLC | 81,042 | $3.25M | 0.03% | −4,559−5.3% | Reduced |
| Envestnet Asset Management Inc | 77,241 | $3.10M | 0.00% | −1,873−2.4% | Reduced |
| Endeavour Capital Advisors Inc | 73,862 | $2.96M | 0.57% | +12,239+19.9% | Added |
| Stifel Financial Corp | 73,783 | $2.96M | 0.00% | −8,843−10.7% | Reduced |
| Millennium Management LLC | 72,727 | $2.92M | 0.00% | +72,727 | New |
| Comerica Bank | 69,616 | $2.91M | 0.02% | −2,700−3.7% | Reduced |
| Qube Research & Technologies Ltd | 70,721 | $2.83M | 0.02% | −19,574−21.7% | Reduced |
| Royal Bank of Canada | 66,871 | $2.68M | 0.00% | +9,802+17.2% | Added |
| Great West Life Assurance Co | 63,945 | $2.56M | 0.01% | +7,331+12.9% | Added |
| Thrivent Financial for Lutherans | 63,599 | $2.55M | 0.01% | +10,294+19.3% | Added |
| Holocene Advisors, LP | 61,970 | $2.48M | 0.02% | +37,168+149.9% | Added |
| Maltese Capital Management LLC | 60,000 | $2.40M | 0.52% | +35,000+140.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,012 | $2.37M | 0.03% | +2,563+4.5% | Added |
| State of New Jersey Common Pension Fund D | 57,294 | $2.30M | 0.01% | +8,384+17.1% | Added |
| Bridgeway Capital Management, LLC | 55,020 | $2.21M | 0.05% | 00.0% | Unchanged |
| Royce & Associates LP | 54,949 | $2.20M | 0.02% | +7,567+16.0% | Added |
| Credit Suisse AG | 54,801 | $2.20M | 0.00% | −9,610−14.9% | Reduced |
| Federated Hermes, Inc. | 54,660 | $2.19M | 0.01% | +20.0% | Added |
| Yousif Capital Management, LLC | 53,121 | $2.13M | 0.03% | −7,775−12.8% | Reduced |
| Jane Street Group, LLC | 51,571 | $2.07M | 0.00% | +47,183+1,075.3% | Added |
| Wedge Capital Management L L P | 50,644 | $2.03M | 0.03% | −3,729−6.9% | Reduced |
| AE Wealth Management LLC | 49,945 | $2.00M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 48,971 | $1.96M | 0.02% | +3,295+7.2% | Added |
| Texas Permanent School Fund | 46,876 | $1.88M | 0.03% | +454+1.0% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $1.76M | 0.60% | 00.0% | Unchanged |
| HSBC Holdings PLC | 43,314 | $1.74M | 0.00% | −133,827−75.5% | Reduced |
| Russell Investments Group, Ltd. | 43,112 | $1.73M | 0.00% | −3,893−8.3% | Reduced |
| Hantz Financial Services, Inc. | 40,279 | $1.61M | 0.05% | +16,957+72.7% | Added |
| Man Group plc | – | $1.50M | 0.01% | – | – |
| Corbyn Investment Management Inc | 36,099 | $1.45M | 0.58% | −157−0.4% | Reduced |
| Walthausen & Co., LLC | 35,183 | $1.41M | 0.63% | −22,530−39.0% | Reduced |
| State of Wisconsin Investment Board | 34,930 | $1.40M | 0.00% | −245,670−87.6% | Reduced |
| American International Group, Inc. | 34,927 | $1.40M | 0.01% | −2,260−6.1% | Reduced |
| MetLife Investment Management | 33,985 | $1.36M | 0.01% | −843−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 33,920 | $1.36M | 0.00% | −1,868−5.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 33,214 | $1.33M | 0.02% | +4,363+15.1% | Added |
| SEI Investments Co | 32,717 | $1.32M | 0.00% | +1,984+6.5% | Added |
| Louisiana State Employees Retirement System | 31,300 | $1.31M | 0.03% | −500−1.6% | Reduced |
| HRT Financial LP | 32,445 | $1.30M | 0.01% | +32,445 | New |
| Private Advisor Group, LLC | 32,324 | $1.30M | 0.01% | +4,209+15.0% | Added |
| Keeley-Teton Advisors, LLC | 32,289 | $1.29M | 0.16% | −10,124−23.9% | Reduced |
| Congress Asset Management Co | 32,009 | $1.28M | 0.01% | +139+0.4% | Added |
| Ziegler Capital Management, LLC | 31,383 | $1.26M | 0.05% | −200,945−86.5% | Reduced |
| Citigroup Inc | 30,083 | $1.21M | 0.00% | −27,056−47.4% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.20M | 0.16% | 00.0% | Unchanged |