Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2022: 234 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ2 2022: $2.26B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2022.

Institutions holding WSFS in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Amalgamated Bank29,068$1.17M0.01%−370−1.3%Reduced
New York State Teachers Retirement System28,840$1.16M0.00%−100−0.3%Reduced
Los Angeles Capital Management LLC27,526$1.10M0.01%+20,680+302.1%Added
Maryland State Retirement & Pension System26,232$1.05M0.03%−25−0.1%Reduced
Advisors Asset Management, Inc.25,483$1.02M0.02%+25,483New
Voya Investment Management LLC25,293$1.01M0.00%−1,232−4.6%Reduced
State of Tennessee, Treasury Department24,572$985.0K0.00%00.0%Unchanged
Balyasny Asset Management LLC23,200$930.0K0.00%−1,963−7.8%Reduced
Salzhauer Michael22,977$921.0K0.57%00.0%Unchanged
BNP Paribas Arbitrage, SA21,704$870.1K0.00%−1,823−7.7%Reduced
DuPont Capital Management Corp21,713$870.0K0.04%00.0%Unchanged
Oregon Public Employees Retirement Fund21,443$860.0K0.01%−3,400−13.7%Reduced
Barclays PLC20,221$811.0K0.00%−32,522−61.7%Reduced
Duality Advisers, LP19,551$784.0K0.08%+2,836+17.0%Added
Susquehanna International Group, LLP19,178$769.0K0.00%+6,478+51.0%Added
Mirae Asset Global Investments Co., Ltd.19,182$769.0K0.00%+19,182New
Lountzis Asset Management, LLC19,000$761.0K0.51%00.0%Unchanged
Truist Financial Corp18,680$748.0K0.00%−328−1.7%Reduced
Arizona State Retirement System17,730$711.0K0.01%+36+0.2%Added
Sageworth Trust Co17,605$706.0K0.06%00.0%Unchanged
Commonwealth Equity Services, LLC16,245$651.0K0.00%−169−1.0%Reduced
SG Americas Securities, LLC16,063$644.0K0.01%+10,794+204.9%Added
State Board of Administration of Florida Retirement System15,600$625.0K0.00%00.0%Unchanged
LPL Financial LLC15,544$623.0K0.00%+512+3.4%Added
Victory Capital Management Inc14,365$576.0K0.00%−530−3.6%Reduced
Ensign Peak Advisors, Inc14,100$565.0K0.00%00.0%Unchanged
Resources Management Corp13,995$561.0K0.09%+13,995New
Ironwood Investment Management LLC13,595$545.0K0.36%−5,400−28.4%Reduced
First Republic Investment Management, Inc.12,865$516.0K0.00%−625−4.6%Reduced
Tower Research Capital LLC (TRC)12,127$486.0K0.01%+10,117+503.3%Added
Marshall Financial Group Inc12,075$484.0K0.22%00.0%Unchanged
Univest Financial Corp11,886$477.0K0.16%00.0%Unchanged
Westover Capital Advisors, LLC11,115$446.0K0.16%+5,000+81.8%Added
Public Employees Retirement Association of Colorado10,928$438.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC10,872$436.0K0.01%+1,437+15.2%Added
Lokken Investment Group LLC10,874$436.0K0.35%+2,550+30.6%Added
First Hawaiian Bank10,637$426.0K0.02%+4,835+83.3%Added
Henshaw Capital LLC10,366$415.6K0.03%00.0%Unchanged
Teacher Retirement System of Texas10,215$410.0K0.00%−3,308−24.5%Reduced
Everence Capital Management Inc10,230$410.0K0.04%00.0%Unchanged
Janney Montgomery Scott LLC9,915$404.0K0.00%−388−3.8%Reduced
Pillar Wealth Advisors, LLC10,027$402.0K0.41%00.0%Unchanged
New York Life Investment Management LLC10,003$401.0K0.00%+10,003New
Engineers Gate Manager LP9,897$397.0K0.01%+9,897New
Tower Bridge Advisors9,892$396.6K0.03%00.0%Unchanged
Advisor Group Holdings, Inc.9,769$394.0K0.00%+931+10.5%Added
Dean Investment Associates, LLC9,751$391.0K0.08%−5,749−37.1%Reduced
FMR LLC9,703$388.0K0.00%−756−7.2%Reduced
Handelsbanken Fonder AB9,205$369.0K0.00%00.0%Unchanged
ProShare Advisors LLC9,095$365.0K0.00%−5,342−37.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,528$342.0K0.00%00.0%Unchanged
M&T Bank Corp8,077$324.0K0.00%+200+2.5%Added
Captrust Financial Advisors7,427$298.0K0.00%+390+5.5%Added
Jefferies Group LLC7,253$290.8K0.01%+7,253New
Versor Investments LP7,017$281.0K0.01%+7,017New
SeaCrest Wealth Management, LLC6,933$278.0K0.03%00.0%Unchanged
Alps Advisors Inc6,854$275.0K0.00%+6,854New
Veritable, L.P.6,789$272.0K0.00%+20+0.3%Added
Dean Capital Management6,741$270.0K0.24%−3,820−36.2%Reduced
Bridgefront Capital, LLC6,745$270.0K0.30%+6,745New
Eaton Vance Management6,701$269.0K0.00%−1,376−17.0%Reduced
Bank of Montreal6,333$262.0K0.00%−13,743−68.5%Reduced
Squarepoint Ops LLC6,127$246.0K0.00%−54,343−89.9%Reduced
Diversified Trust Co5,974$239.0K0.01%00.0%Unchanged
Buckingham Strategic Wealth, LLC5,922$237.0K0.00%00.0%Unchanged
McAdam, LLC5,821$233.0K0.02%+5,821New
NinePointTwo Capital5,666$227.0K0.08%00.0%Unchanged
Crossmark Global Holdings, Inc.5,617$225.0K0.01%−10−0.2%Reduced
MML Investors Services, LLC5,526$222.0K0.00%+113+2.1%Added
KBC Group NV5,527$222.0K0.00%+5,527New
Profund Advisors LLC5,508$221.0K0.01%−1,962−26.3%Reduced
Allegheny Financial Group LTD5,426$218.0K0.10%+18+0.3%Added
Ascent Group, LLC4,270$204.0K0.02%+4,270New
AlphaCrest Capital Management LLC5,057$203.0K0.01%−12,069−70.5%Reduced
Haverford Trust Co5,055$203.0K0.00%−1,449−22.3%Reduced
US Bancorp4,814$193.0K0.00%−769−13.8%Reduced
Ameritas Investment Partners, Inc.4,831$193.0K0.01%−228−4.5%Reduced
Cubist Systematic Strategies, LLC4,665$187.0K0.00%+4,665New
UBS Group AG4,266$171.0K0.00%−15,765−78.7%Reduced
Metropolitan Life Insurance Co3,940$158.0K0.01%00.0%Unchanged
Point72 Hong Kong Ltd3,780$152.0K0.01%+3,780New
Geneos Wealth Management Inc.3,600$147.0K0.01%00.0%Unchanged
PEAK6 Investments LLC3,363$135.0K0.00%+3,363New
First Horizon Advisors, Inc.3,337$133.0K0.00%+3,337New
Blue Bell Private Wealth Management, LLC3,019$121.0K0.04%00.0%Unchanged
Sterling Investment Advisors, Ltd.3,020$121.0K0.04%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,780$111.0K0.00%−1,417−33.8%Reduced
Glen Eagle Advisors, LLC2,676$107.3K0.03%+300+12.6%Added
FourThought Financial, LLC2,542$102.0K0.01%+960+60.7%Added
FinTrust Capital Advisors, LLC2,385$100.0K0.03%00.0%Unchanged
Harbor Investment Advisory, LLC2,050$82.0K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC1,850$74.0K0.00%−3,050−62.2%Reduced
STRS Ohio1,800$72.0K0.00%−1,300−41.9%Reduced
C M Bidwell & Associates Ltd1,740$70.0K0.06%+1,740New
Allspring Global Investments Holdings, LLC1,712$68.0K0.00%−17,465−91.1%Reduced
Public Employees Retirement System of Ohio1,378$55.0K0.00%+128+10.2%Added
EverSource Wealth Advisors, LLC1,366$55.0K0.01%+980+253.9%Added
Global Retirement Partners, LLC1,186$48.0K0.00%+20+1.7%Added
Key Financial Inc980$40.0K0.02%00.0%Unchanged
South State Corp.1,000$40.0K0.00%+1,000New