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, 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $0 | 0.00% | −33−89.2% | Reduced |
| Manchester Capital Management LLC | 1 | $0 | 0.00% | −19−95.0% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $0 | 0.00% | −23−74.2% | Reduced |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| Simplex Trading, LLC | 18 | $0 | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 12 | $0 | 0.00% | +12 | New |
| Signaturefd, LLC | 27 | $1.00K | 0.00% | −89−76.7% | Reduced |
| First Manhattan Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 35 | $1.00K | 0.00% | +3+9.4% | Added |
| Schubert & Co | 31 | $1.00K | 0.00% | +19+158.3% | Added |
| Steward Financial Group LLC | 27 | $1.00K | 0.00% | +27 | New |
| Quadrant Capital Group LLC | 41 | $2.00K | 0.00% | −661−94.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 44 | $2.00K | 0.00% | +44 | New |
| Halpern Financial, Inc. | 62 | $2.49K | 0.00% | +62 | New |
| Lindbrook Capital, LLC | 80 | $3.00K | 0.00% | −26−24.5% | Reduced |
| Parkside Financial Bank & Trust | 74 | $3.00K | 0.00% | +18+32.1% | Added |
| Kistler-Tiffany Companies, LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 62 | $3.00K | 0.00% | +23+59.0% | Added |
| Harbour Investments, Inc. | 70 | $3.00K | 0.00% | +70 | New |
| American Portfolios Advisors | 95 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 94 | $4.00K | 0.00% | +23+32.4% | Added |
| Massmutual Trust Co FSB | 95 | $4.00K | 0.00% | +94+9,400.0% | Added |
| CWM, LLC | 126 | $5.00K | 0.00% | −47−27.2% | Reduced |
| Cordasco Financial Network | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 251 | $10.0K | 0.00% | −61−19.6% | Reduced |
| Sutton Wealth Advisors Inc. | 271 | $10.9K | 0.00% | −781−74.2% | Reduced |
| TCI Wealth Advisors, Inc. | 273 | $11.0K | 0.00% | −103−27.4% | Reduced |
| Versant Capital Management, Inc | 263 | $11.0K | 0.00% | +35+15.4% | Added |
| Private Trust Co NA | 276 | $11.0K | 0.00% | +276 | New |
| Proequities, Inc. | 291 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 567 | $22.0K | 0.00% | −30−5.0% | Reduced |
| Eagle Bay Advisors LLC | 603 | $24.2K | 0.01% | +280+86.7% | Added |
| Meeder Asset Management Inc | 860 | $34.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $40.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $40.0K | 0.00% | +1,000 | New |
| Global Retirement Partners, LLC | 1,186 | $48.0K | 0.00% | +20+1.7% | Added |
| Public Employees Retirement System of Ohio | 1,378 | $55.0K | 0.00% | +128+10.2% | Added |
| EverSource Wealth Advisors, LLC | 1,366 | $55.0K | 0.01% | +980+253.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,712 | $68.0K | 0.00% | −17,465−91.1% | Reduced |
| C M Bidwell & Associates Ltd | 1,740 | $70.0K | 0.06% | +1,740 | New |
| STRS Ohio | 1,800 | $72.0K | 0.00% | −1,300−41.9% | Reduced |
| Nisa Investment Advisors, LLC | 1,850 | $74.0K | 0.00% | −3,050−62.2% | Reduced |
| Harbor Investment Advisory, LLC | 2,050 | $82.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 2,385 | $100.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,542 | $102.0K | 0.01% | +960+60.7% | Added |
| Glen Eagle Advisors, LLC | 2,676 | $107.3K | 0.03% | +300+12.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,780 | $111.0K | 0.00% | −1,417−33.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,019 | $121.0K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3,020 | $121.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,337 | $133.0K | 0.00% | +3,337 | New |
| PEAK6 Investments LLC | 3,363 | $135.0K | 0.00% | +3,363 | New |
| Geneos Wealth Management Inc. | 3,600 | $147.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,780 | $152.0K | 0.01% | +3,780 | New |
| Metropolitan Life Insurance Co | 3,940 | $158.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 4,266 | $171.0K | 0.00% | −15,765−78.7% | Reduced |
| Cubist Systematic Strategies, LLC | 4,665 | $187.0K | 0.00% | +4,665 | New |
| US Bancorp | 4,814 | $193.0K | 0.00% | −769−13.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,831 | $193.0K | 0.01% | −228−4.5% | Reduced |
| AlphaCrest Capital Management LLC | 5,057 | $203.0K | 0.01% | −12,069−70.5% | Reduced |
| Haverford Trust Co | 5,055 | $203.0K | 0.00% | −1,449−22.3% | Reduced |
| Ascent Group, LLC | 4,270 | $204.0K | 0.02% | +4,270 | New |
| Allegheny Financial Group LTD | 5,426 | $218.0K | 0.10% | +18+0.3% | Added |
| Profund Advisors LLC | 5,508 | $221.0K | 0.01% | −1,962−26.3% | Reduced |
| MML Investors Services, LLC | 5,526 | $222.0K | 0.00% | +113+2.1% | Added |
| KBC Group NV | 5,527 | $222.0K | 0.00% | +5,527 | New |
| Crossmark Global Holdings, Inc. | 5,617 | $225.0K | 0.01% | −10−0.2% | Reduced |
| NinePointTwo Capital | 5,666 | $227.0K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 5,821 | $233.0K | 0.02% | +5,821 | New |
| Buckingham Strategic Wealth, LLC | 5,922 | $237.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 5,974 | $239.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 6,127 | $246.0K | 0.00% | −54,343−89.9% | Reduced |
| Bank of Montreal | 6,333 | $262.0K | 0.00% | −13,743−68.5% | Reduced |
| Eaton Vance Management | 6,701 | $269.0K | 0.00% | −1,376−17.0% | Reduced |
| Dean Capital Management | 6,741 | $270.0K | 0.24% | −3,820−36.2% | Reduced |
| Bridgefront Capital, LLC | 6,745 | $270.0K | 0.30% | +6,745 | New |
| Veritable, L.P. | 6,789 | $272.0K | 0.00% | +20+0.3% | Added |
| Alps Advisors Inc | 6,854 | $275.0K | 0.00% | +6,854 | New |
| SeaCrest Wealth Management, LLC | 6,933 | $278.0K | 0.03% | 00.0% | Unchanged |
| Versor Investments LP | 7,017 | $281.0K | 0.01% | +7,017 | New |
| Jefferies Group LLC | 7,253 | $290.8K | 0.01% | +7,253 | New |
| Captrust Financial Advisors | 7,427 | $298.0K | 0.00% | +390+5.5% | Added |
| M&T Bank Corp | 8,077 | $324.0K | 0.00% | +200+2.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,528 | $342.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,095 | $365.0K | 0.00% | −5,342−37.0% | Reduced |
| Handelsbanken Fonder AB | 9,205 | $369.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 9,703 | $388.0K | 0.00% | −756−7.2% | Reduced |
| Dean Investment Associates, LLC | 9,751 | $391.0K | 0.08% | −5,749−37.1% | Reduced |
| Advisor Group Holdings, Inc. | 9,769 | $394.0K | 0.00% | +931+10.5% | Added |
| Tower Bridge Advisors | 9,892 | $396.6K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,897 | $397.0K | 0.01% | +9,897 | New |
| New York Life Investment Management LLC | 10,003 | $401.0K | 0.00% | +10,003 | New |
| Pillar Wealth Advisors, LLC | 10,027 | $402.0K | 0.41% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,915 | $404.0K | 0.00% | −388−3.8% | Reduced |
| Teacher Retirement System of Texas | 10,215 | $410.0K | 0.00% | −3,308−24.5% | Reduced |
| Everence Capital Management Inc | 10,230 | $410.0K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,366 | $415.6K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,637 | $426.0K | 0.02% | +4,835+83.3% | Added |
| Mutual of America Capital Management LLC | 10,872 | $436.0K | 0.01% | +1,437+15.2% | Added |
| Lokken Investment Group LLC | 10,874 | $436.0K | 0.35% | +2,550+30.6% | Added |