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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 10,928 | $438.0K | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 11,115 | $446.0K | 0.16% | +5,000+81.8% | Added |
| Univest Financial Corp | 11,886 | $477.0K | 0.16% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $484.0K | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,127 | $486.0K | 0.01% | +10,117+503.3% | Added |
| First Republic Investment Management, Inc. | 12,865 | $516.0K | 0.00% | −625−4.6% | Reduced |
| Ironwood Investment Management LLC | 13,595 | $545.0K | 0.36% | −5,400−28.4% | Reduced |
| Resources Management Corp | 13,995 | $561.0K | 0.09% | +13,995 | New |
| Ensign Peak Advisors, Inc | 14,100 | $565.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,365 | $576.0K | 0.00% | −530−3.6% | Reduced |
| LPL Financial LLC | 15,544 | $623.0K | 0.00% | +512+3.4% | Added |
| State Board of Administration of Florida Retirement System | 15,600 | $625.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,063 | $644.0K | 0.01% | +10,794+204.9% | Added |
| Commonwealth Equity Services, LLC | 16,245 | $651.0K | 0.00% | −169−1.0% | Reduced |
| Sageworth Trust Co | 17,605 | $706.0K | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,730 | $711.0K | 0.01% | +36+0.2% | Added |
| Truist Financial Corp | 18,680 | $748.0K | 0.00% | −328−1.7% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $761.0K | 0.51% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,178 | $769.0K | 0.00% | +6,478+51.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,182 | $769.0K | 0.00% | +19,182 | New |
| Duality Advisers, LP | 19,551 | $784.0K | 0.08% | +2,836+17.0% | Added |
| Barclays PLC | 20,221 | $811.0K | 0.00% | −32,522−61.7% | Reduced |
| Oregon Public Employees Retirement Fund | 21,443 | $860.0K | 0.01% | −3,400−13.7% | Reduced |
| DuPont Capital Management Corp | 21,713 | $870.0K | 0.04% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,704 | $870.1K | 0.00% | −1,823−7.7% | Reduced |
| Salzhauer Michael | 22,977 | $921.0K | 0.57% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 23,200 | $930.0K | 0.00% | −1,963−7.8% | Reduced |
| State of Tennessee, Treasury Department | 24,572 | $985.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,293 | $1.01M | 0.00% | −1,232−4.6% | Reduced |
| Advisors Asset Management, Inc. | 25,483 | $1.02M | 0.02% | +25,483 | New |
| Maryland State Retirement & Pension System | 26,232 | $1.05M | 0.03% | −25−0.1% | Reduced |
| Los Angeles Capital Management LLC | 27,526 | $1.10M | 0.01% | +20,680+302.1% | Added |
| New York State Teachers Retirement System | 28,840 | $1.16M | 0.00% | −100−0.3% | Reduced |
| Amalgamated Bank | 29,068 | $1.17M | 0.01% | −370−1.3% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.20M | 0.16% | 00.0% | Unchanged |
| Citigroup Inc | 30,083 | $1.21M | 0.00% | −27,056−47.4% | Reduced |
| Ziegler Capital Management, LLC | 31,383 | $1.26M | 0.05% | −200,945−86.5% | Reduced |
| Congress Asset Management Co | 32,009 | $1.28M | 0.01% | +139+0.4% | Added |
| Keeley-Teton Advisors, LLC | 32,289 | $1.29M | 0.16% | −10,124−23.9% | Reduced |
| Private Advisor Group, LLC | 32,324 | $1.30M | 0.01% | +4,209+15.0% | Added |
| HRT Financial LP | 32,445 | $1.30M | 0.01% | +32,445 | New |
| Louisiana State Employees Retirement System | 31,300 | $1.31M | 0.03% | −500−1.6% | Reduced |
| SEI Investments Co | 32,717 | $1.32M | 0.00% | +1,984+6.5% | Added |
| Rothschild & Co Asset Management US Inc. | 33,214 | $1.33M | 0.02% | +4,363+15.1% | Added |
| The PNC Financial Services Group, Inc. | 33,920 | $1.36M | 0.00% | −1,868−5.2% | Reduced |
| MetLife Investment Management | 33,985 | $1.36M | 0.01% | −843−2.4% | 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 |
| Walthausen & Co., LLC | 35,183 | $1.41M | 0.63% | −22,530−39.0% | Reduced |
| Corbyn Investment Management Inc | 36,099 | $1.45M | 0.58% | −157−0.4% | Reduced |
| Man Group plc | – | $1.50M | 0.01% | – | – |
| Hantz Financial Services, Inc. | 40,279 | $1.61M | 0.05% | +16,957+72.7% | Added |
| Russell Investments Group, Ltd. | 43,112 | $1.73M | 0.00% | −3,893−8.3% | Reduced |
| HSBC Holdings PLC | 43,314 | $1.74M | 0.00% | −133,827−75.5% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.76M | 0.60% | 00.0% | Unchanged |
| Texas Permanent School Fund | 46,876 | $1.88M | 0.03% | +454+1.0% | Added |
| State of Alaska, Department of Revenue | 48,971 | $1.96M | 0.02% | +3,295+7.2% | Added |
| AE Wealth Management LLC | 49,945 | $2.00M | 0.02% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 50,644 | $2.03M | 0.03% | −3,729−6.9% | Reduced |
| Jane Street Group, LLC | 51,571 | $2.07M | 0.00% | +47,183+1,075.3% | Added |
| Yousif Capital Management, LLC | 53,121 | $2.13M | 0.03% | −7,775−12.8% | Reduced |
| Federated Hermes, Inc. | 54,660 | $2.19M | 0.01% | +20.0% | Added |
| Credit Suisse AG | 54,801 | $2.20M | 0.00% | −9,610−14.9% | Reduced |
| Royce & Associates LP | 54,949 | $2.20M | 0.02% | +7,567+16.0% | Added |
| Bridgeway Capital Management, LLC | 55,020 | $2.21M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 57,294 | $2.30M | 0.01% | +8,384+17.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,012 | $2.37M | 0.03% | +2,563+4.5% | Added |
| Maltese Capital Management LLC | 60,000 | $2.40M | 0.52% | +35,000+140.0% | Added |
| Holocene Advisors, LP | 61,970 | $2.48M | 0.02% | +37,168+149.9% | Added |
| Thrivent Financial for Lutherans | 63,599 | $2.55M | 0.01% | +10,294+19.3% | Added |
| Great West Life Assurance Co | 63,945 | $2.56M | 0.01% | +7,331+12.9% | Added |
| Royal Bank of Canada | 66,871 | $2.68M | 0.00% | +9,802+17.2% | Added |
| Qube Research & Technologies Ltd | 70,721 | $2.83M | 0.02% | −19,574−21.7% | Reduced |
| Comerica Bank | 69,616 | $2.91M | 0.02% | −2,700−3.7% | Reduced |
| Millennium Management LLC | 72,727 | $2.92M | 0.00% | +72,727 | New |
| Stifel Financial Corp | 73,783 | $2.96M | 0.00% | −8,843−10.7% | Reduced |
| Endeavour Capital Advisors Inc | 73,862 | $2.96M | 0.57% | +12,239+19.9% | Added |
| Envestnet Asset Management Inc | 77,241 | $3.10M | 0.00% | −1,873−2.4% | Reduced |
| Brandywine Global Investment Management, LLC | 81,042 | $3.25M | 0.03% | −4,559−5.3% | Reduced |
| Bryn Mawr Trust Co | 81,680 | $3.27M | 0.15% | +5,146+6.7% | Added |
| California State Teachers Retirement System | 83,340 | $3.34M | 0.01% | −129−0.2% | Reduced |
| UBS Asset Management Americas Inc | 89,229 | $3.58M | 0.00% | −90−0.1% | Reduced |
| Modera Wealth Management, LLC | 95,469 | $3.83M | 0.18% | −19,362−16.9% | Reduced |
| Crawford Investment Counsel Inc | 101,782 | $4.08M | 0.09% | +3,120+3.2% | Added |
| First Trust Advisors LP | 102,579 | $4.11M | 0.01% | −11,991−10.5% | Reduced |
| Deutsche Bank AG | 105,977 | $4.25M | 0.00% | −60,757−36.4% | Reduced |
| Raymond James & Associates | 109,675 | $4.40M | 0.00% | −2,382−2.1% | Reduced |
| Public Sector Pension Investment Board | 119,834 | $4.80M | 0.04% | −2,376−1.9% | Reduced |
| Hennessy Advisors Inc | 125,000 | $5.01M | 0.30% | −10,000−7.4% | Reduced |
| Prudential Financial Inc | 131,686 | $5.28M | 0.01% | −2,190−1.6% | Reduced |
| Aristotle Capital Boston, LLC | 144,995 | $5.81M | 0.17% | −2,490−1.7% | Reduced |
| Swiss National Bank | 154,140 | $6.18M | 0.00% | −600−0.4% | Reduced |
| Wellington Management Group LLP | 185,888 | $7.45M | 0.00% | +51,325+38.1% | Added |
| Legal & General Group Plc | 186,466 | $7.48M | 0.00% | −5,555−2.9% | Reduced |
| Rhumbline Advisers | 189,209 | $7.58M | 0.01% | +7,826+4.3% | Added |
| American Century Companies Inc | 190,472 | $7.64M | 0.01% | +26,212+16.0% | Added |
| North Star Asset Management Inc | 191,277 | $7.67M | 0.51% | −2,741−1.4% | Reduced |
| JPMorgan Chase & Co | 235,020 | $9.42M | 0.00% | −107,470−31.4% | Reduced |
| Wells Fargo & Company | 236,168 | $9.47M | 0.00% | −33,892−12.5% | Reduced |
| Eagle Asset Management Inc | 240,975 | $9.66M | 0.06% | −2,671−1.1% | Reduced |