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, Q3 2022
Institutional positions in WSFS Financial Corp as of Sep 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
- 236
- +3 vs. Q2 2022
- Shares held
- 55.9M
- −391.0K (−0.7%) vs. Q2 2022
- Total value
- $2.60B
- +$338.6M (+15.0%) vs. Q2 2022
- New holders
- 27
- 68 more added
- Sold out
- 24
- 97 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,418,810 | $437.6M | 0.01% | −80,802−0.9% | Reduced |
| Vanguard Group Inc | 7,052,192 | $327.6M | 0.01% | −38,742−0.5% | Reduced |
| Dimensional Fund Advisors LP | 3,688,665 | $171.4M | 0.07% | +163,217+4.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,007,025 | $139.7M | 0.11% | +3,007,025 | New |
| State Street Corp | 2,517,653 | $117.0M | 0.01% | −141,450−5.3% | Reduced |
| Franklin Resources Inc | 2,379,146 | $110.5M | 0.06% | +334,381+16.4% | Added |
| Macquarie Group Ltd | 2,128,778 | $98.9M | 0.12% | −334,240−13.6% | Reduced |
| Janus Henderson Group PLC | 1,931,472 | $89.7M | 0.03% | +744,651+62.7% | Added |
| Cooke & Bieler LP | 1,233,851 | $57.3M | 0.62% | −30,645−2.4% | Reduced |
| Geode Capital Management, LLC | 1,187,974 | $55.2M | 0.01% | +2,464+0.2% | Added |
| Pzena Investment Management LLC | 1,136,976 | $52.8M | 0.26% | −45,901−3.9% | Reduced |
| Invesco Ltd. | 1,007,416 | $46.8M | 0.02% | −251,221−20.0% | Reduced |
| Alliancebernstein L.P. | 993,951 | $46.2M | 0.02% | −22,244−2.2% | Reduced |
| Champlain Investment Partners, LLC | 951,970 | $44.2M | 0.30% | −8,485−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 918,408 | $42.7M | 0.03% | −48,149−5.0% | Reduced |
| Northern Trust Corp | 884,393 | $41.1M | 0.01% | −11,699−1.3% | Reduced |
| Brown Advisory Inc | 845,847 | $39.3M | 0.08% | −14,182−1.6% | Reduced |
| Bank of America Corp | 845,528 | $39.3M | 0.01% | −23,198−2.7% | Reduced |
| Palisade Capital Management LLC | 840,418 | $39.0M | 1.11% | +1,985+0.2% | Added |
| Bank of New York Mellon Corp | 747,659 | $34.7M | 0.01% | +13,437+1.8% | Added |
| Ameriprise Financial Inc | 725,534 | $33.7M | 0.01% | +28,568+4.1% | Added |
| Jennison Associates LLC | 645,334 | $30.0M | 0.03% | −16,674−2.5% | Reduced |
| Norges Bank | 625,493 | $29.1M | 0.01% | +10,590+1.7% | Added |
| Charles Schwab Investment Management Inc | 562,259 | $26.1M | 0.01% | +10,868+2.0% | Added |
| Frontier Capital Management Co LLC | 559,845 | $26.0M | 0.30% | +51,204+10.1% | Added |
| Principal Financial Group Inc | 391,426 | $18.2M | 0.01% | −8,423−2.1% | Reduced |
| Morgan Stanley | 361,104 | $16.8M | 0.00% | −2,665−0.7% | Reduced |
| Clearbridge Investments, LLC | 345,600 | $16.1M | 0.02% | −62,556−15.3% | Reduced |
| Earnest Partners LLC | 339,396 | $15.8M | 0.11% | −2,103−0.6% | Reduced |
| Goldman Sachs Group Inc | 327,895 | $15.2M | 0.00% | −35,232−9.7% | Reduced |
| Renaissance Technologies LLC | 322,055 | $15.0M | 0.02% | −115,129−26.3% | Reduced |
| Loomis Sayles & Co L P | 266,484 | $12.4M | 0.03% | −1,108−0.4% | Reduced |
| New York State Common Retirement Fund | 260,137 | $12.1M | 0.02% | +4,376+1.7% | Added |
| JPMorgan Chase & Co | 244,422 | $11.4M | 0.00% | +9,402+4.0% | Added |
| Eagle Asset Management Inc | 238,214 | $11.1M | 0.07% | −2,761−1.1% | Reduced |
| Wells Fargo & Company | 233,438 | $10.8M | 0.00% | −2,730−1.2% | Reduced |
| Nuveen Asset Management, LLC | 225,668 | $10.5M | 0.00% | −189,323−45.6% | Reduced |
| Rhumbline Advisers | 193,570 | $8.99M | 0.01% | +4,361+2.3% | Added |
| Wellington Management Group LLP | 189,815 | $8.82M | 0.00% | +3,927+2.1% | Added |
| North Star Asset Management Inc | 186,581 | $8.67M | 0.59% | −4,696−2.5% | Reduced |
| Millennium Management LLC | 184,143 | $8.55M | 0.01% | +111,416+153.2% | Added |
| Legal & General Group Plc | 182,078 | $8.46M | 0.00% | −4,388−2.4% | Reduced |
| American Century Companies Inc | 177,215 | $8.23M | 0.01% | −13,257−7.0% | Reduced |
| Swiss National Bank | 153,340 | $7.12M | 0.01% | −800−0.5% | Reduced |
| Price T Rowe Associates Inc | 140,091 | $6.51M | 0.00% | −3,084,516−95.7% | Reduced |
| Aristotle Capital Boston, LLC | 122,697 | $5.70M | 0.19% | −22,298−15.4% | Reduced |
| Public Sector Pension Investment Board | 116,420 | $5.41M | 0.05% | −3,414−2.8% | Reduced |
| Raymond James & Associates | 112,747 | $5.24M | 0.01% | +3,072+2.8% | Added |
| Crawford Investment Counsel Inc | 109,072 | $5.07M | 0.12% | +7,290+7.2% | Added |
| Hennessy Advisors Inc | 108,000 | $5.02M | 0.35% | −17,000−13.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 97,150 | $4.51M | 0.02% | +97,150 | New |
| First Trust Advisors LP | 94,549 | $4.39M | 0.01% | −8,030−7.8% | Reduced |
| Lord, Abbett & Co. LLC | 85,722 | $3.98M | 0.01% | +85,722 | New |
| Envestnet Asset Management Inc | 83,123 | $3.86M | 0.00% | +5,882+7.6% | Added |
| California State Teachers Retirement System | 80,612 | $3.75M | 0.01% | −2,728−3.3% | Reduced |
| Bryn Mawr Trust Co | 78,490 | $3.65M | 0.18% | −3,190−3.9% | Reduced |
| Brandywine Global Investment Management, LLC | 77,511 | $3.60M | 0.03% | −3,531−4.4% | Reduced |
| Modera Wealth Management, LLC | 76,282 | $3.54M | 0.18% | −19,187−20.1% | Reduced |
| Great West Life Assurance Co | 71,909 | $3.34M | 0.01% | +7,964+12.5% | Added |
| Stifel Financial Corp | 71,647 | $3.33M | 0.01% | −2,136−2.9% | Reduced |
| UBS Asset Management Americas Inc | 67,909 | $3.16M | 0.00% | −21,320−23.9% | Reduced |
| Prudential Financial Inc | 78,368 | $3.14M | 0.01% | −53,318−40.5% | Reduced |
| Comerica Bank | 62,482 | $3.07M | 0.03% | −7,134−10.2% | Reduced |
| Thrivent Financial for Lutherans | 65,654 | $3.05M | 0.01% | +2,055+3.2% | Added |
| Winton Group Ltd | 64,975 | $3.02M | 0.20% | +64,975 | New |
| Credit Suisse AG | 58,210 | $2.71M | 0.00% | +3,409+6.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,868 | $2.69M | 0.03% | −1,144−1.9% | Reduced |
| HSBC Holdings PLC | 55,159 | $2.62M | 0.00% | +11,845+27.3% | Added |
| Royal Bank of Canada | 55,933 | $2.60M | 0.00% | −10,938−16.4% | Reduced |
| Federated Hermes, Inc. | 54,658 | $2.54M | 0.01% | −20.0% | Reduced |
| Yousif Capital Management, LLC | 51,276 | $2.38M | 0.03% | −1,845−3.5% | Reduced |
| AE Wealth Management LLC | 49,945 | $2.32M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 48,762 | $2.27M | 0.01% | −8,532−14.9% | Reduced |
| Hantz Financial Services, Inc. | 48,422 | $2.25M | 0.08% | +8,143+20.2% | Added |
| Wedge Capital Management L L P | 48,103 | $2.23M | 0.04% | −2,541−5.0% | Reduced |
| Texas Permanent School Fund | 45,679 | $2.12M | 0.03% | −1,197−2.6% | Reduced |
| State of Alaska, Department of Revenue | 43,996 | $2.04M | 0.03% | −4,975−10.2% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.04M | 0.69% | 00.0% | Unchanged |
| Royce & Associates LP | 42,004 | $1.95M | 0.02% | −12,945−23.6% | Reduced |
| State of Tennessee, Treasury Department | 40,602 | $1.89M | 0.01% | +16,030+65.2% | Added |
| Maltese Capital Management LLC | 39,300 | $1.83M | 0.43% | −20,700−34.5% | Reduced |
| HRT Financial LP | 39,025 | $1.81M | 0.02% | +6,580+20.3% | Added |
| SEI Investments Co | 36,955 | $1.72M | 0.00% | +4,238+13.0% | Added |
| Corbyn Investment Management Inc | 35,678 | $1.66M | 0.71% | −421−1.2% | Reduced |
| Walthausen & Co., LLC | 34,913 | $1.62M | 1.35% | −270−0.8% | Reduced |
| American International Group, Inc. | 34,645 | $1.61M | 0.01% | −282−0.8% | Reduced |
| MetLife Investment Management | 34,114 | $1.58M | 0.01% | +129+0.4% | Added |
| Private Advisor Group, LLC | 32,407 | $1.51M | 0.02% | +83+0.3% | Added |
| Congress Asset Management Co | 32,405 | $1.51M | 0.02% | +396+1.2% | Added |
| Russell Investments Group, Ltd. | 32,105 | $1.49M | 0.00% | −11,007−25.5% | Reduced |
| Susquehanna International Group, LLP | 31,582 | $1.47M | 0.00% | +12,404+64.7% | Added |
| The PNC Financial Services Group, Inc. | 31,464 | $1.46M | 0.00% | −2,456−7.2% | Reduced |
| Citigroup Inc | 31,069 | $1.45M | 0.00% | +986+3.3% | Added |
| Louisiana State Employees Retirement System | 30,300 | $1.41M | 0.04% | −1,000−3.2% | Reduced |
| New York State Teachers Retirement System | 30,040 | $1.40M | 0.00% | +1,200+4.2% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.39M | 0.19% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 29,519 | $1.37M | 0.19% | −2,770−8.6% | Reduced |
| Rothschild & Co Asset Management US Inc. | 29,354 | $1.36M | 0.02% | −3,860−11.6% | Reduced |
| Amalgamated Bank | 29,104 | $1.35M | 0.01% | +36+0.1% | Added |
| Cubist Systematic Strategies, LLC | 28,763 | $1.34M | 0.01% | +24,098+516.6% | Added |