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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 860 | $34.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 603 | $24.2K | 0.01% | +280+86.7% | Added |
| Rockefeller Capital Management L.P. | 567 | $22.0K | 0.00% | −30−5.0% | Reduced |
| Spire Wealth Management | 450 | $18.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 291 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 271 | $10.9K | 0.00% | −781−74.2% | Reduced |
| Parallel Advisors, LLC | 251 | $10.0K | 0.00% | −61−19.6% | Reduced |
| CWM, LLC | 126 | $5.00K | 0.00% | −47−27.2% | Reduced |
| Cordasco Financial Network | 130 | $5.00K | 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 |
| American Portfolios Advisors | 95 | $3.81K | 0.00% | 00.0% | Unchanged |
| 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 |
| Halpern Financial, Inc. | 62 | $2.49K | 0.00% | +62 | 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 |
| 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 |
| 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 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,763−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,442−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −6,110−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Lenox Wealth Advisors, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |