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, 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
- 55.0M
- −1.36M (−2.4%) vs. Q2 2022
- Total value
- $2.55B
- +$293.7M (+13.0%) vs. Q2 2022
- New holders
- 27
- 67 more added
- Sold out
- 24
- 98 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −57−91.9% | Reduced |
| Manchester Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | +2 | New |
| Absolute Capital Management, LLC | 5 | $233 | 0.00% | +5 | New |
| First Manhattan Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| ClariVest Asset Management LLC | 31 | $1.00K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Carmichael Hill & Associates, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 49 | $2.00K | 0.00% | +18+58.1% | Added |
| JFS Wealth Advisors, LLC | 48 | $2.00K | 0.00% | +40+500.0% | Added |
| Farmers & Merchants Investments Inc | 43 | $2.00K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $4.00K | 0.00% | −1−1.1% | Reduced |
| Lindbrook Capital, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 83 | $4.00K | 0.00% | +48+137.1% | Added |
| First Personal Financial Services | 88 | $4.00K | 0.00% | +88 | New |
| American Portfolios Advisors | 95 | $4.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $5.00K | 0.00% | −162−61.6% | Reduced |
| Parkside Financial Bank & Trust | 117 | $5.00K | 0.00% | +43+58.1% | Added |
| Quadrant Capital Group LLC | 99 | $5.00K | 0.00% | +58+141.5% | Added |
| Wipfli Financial Advisors LLC, | 115 | $5.00K | 0.00% | +115 | New |
| EverSource Wealth Advisors, LLC | 127 | $6.00K | 0.00% | −1,239−90.7% | Reduced |
| AdvisorNet Financial, Inc | 180 | $8.00K | 0.00% | +180 | New |
| Simplex Trading, LLC | 242 | $11.0K | 0.00% | +224+1,244.4% | Added |
| Parallel Advisors, LLC | 251 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 276 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 277 | $13.0K | 0.00% | +4+1.5% | Added |
| Proequities, Inc. | 328 | $15.0K | 0.00% | +37+12.7% | Added |
| CWM, LLC | 364 | $17.0K | 0.00% | +238+188.9% | Added |
| Rockefeller Capital Management L.P. | 407 | $18.0K | 0.00% | −160−28.2% | Reduced |
| Sutton Wealth Advisors Inc. | 451 | $21.0K | 0.01% | +180+66.4% | Added |
| PEAK6 Investments LLC | 472 | $22.0K | 0.00% | −2,891−86.0% | Reduced |
| Point72 Hong Kong Ltd | 513 | $24.0K | 0.00% | −3,267−86.4% | Reduced |
| Eagle Bay Advisors LLC | 802 | $37.0K | 0.02% | +199+33.0% | Added |
| Meeder Asset Management Inc | 860 | $40.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $46.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,124 | $52.0K | 0.00% | −588−34.3% | Reduced |
| Global Retirement Partners, LLC | 1,199 | $56.0K | 0.00% | +13+1.1% | Added |
| First Horizon Advisors, Inc. | 1,419 | $65.0K | 0.00% | −1,918−57.5% | Reduced |
| Public Employees Retirement System of Ohio | 1,428 | $66.0K | 0.00% | +50+3.6% | Added |
| C M Bidwell & Associates Ltd | 1,740 | $81.0K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,665 | $83.0K | 0.02% | −720−30.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,896 | $88.0K | 0.00% | +46+2.5% | Added |
| Harbor Investment Advisory, LLC | 2,050 | $95.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,520 | $117.0K | 0.12% | +2,520 | New |
| Northwestern Mutual Wealth Management Co | 2,780 | $129.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,986 | $139.0K | 0.02% | +444+17.5% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $140.0K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 3,600 | $167.0K | 0.00% | +1,800+100.0% | Added |
| Metropolitan Life Insurance Co | 3,709 | $172.3K | 0.01% | −231−5.9% | Reduced |
| DF Dent & Co Inc | 4,469 | $208.0K | 0.00% | +4,469 | New |
| Jacobi Capital Management LLC | 4,500 | $209.0K | 0.03% | +4,500 | New |
| Cambridge Investment Research Advisors, Inc. | 4,556 | $212.0K | 0.00% | +4,556 | New |
| Affinity Wealth Management LLC | 4,601 | $214.0K | 0.05% | +4,601 | New |
| Ameritas Investment Partners, Inc. | 4,831 | $224.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,902 | $228.0K | 0.02% | −606−11.0% | Reduced |
| US Bancorp | 5,024 | $233.0K | 0.00% | +210+4.4% | Added |
| Allegheny Financial Group LTD | 5,441 | $252.0K | 0.12% | +15+0.3% | Added |
| KBC Group NV | 5,527 | $257.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 5,538 | $257.0K | 0.00% | +5,538 | New |
| Raymond James Financial Services Advisors, Inc. | 5,534 | $257.0K | 0.00% | +5,534 | New |
| Crossmark Global Holdings, Inc. | 5,544 | $258.0K | 0.01% | −73−1.3% | Reduced |
| CIBC Asset Management Inc | 5,584 | $259.0K | 0.00% | +5,584 | New |
| Engineers Gate Manager LP | 5,608 | $261.0K | 0.02% | −4,289−43.3% | Reduced |
| Aquatic Capital Management LLC | 5,700 | $265.0K | 0.03% | +5,700 | New |
| UBS Group AG | 5,779 | $269.0K | 0.00% | +1,513+35.5% | Added |
| MML Investors Services, LLC | 5,803 | $270.0K | 0.00% | +277+5.0% | Added |
| Buckingham Strategic Wealth, LLC | 5,922 | $275.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 5,974 | $278.0K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 6,257 | $291.0K | 0.03% | −13,294−68.0% | Reduced |
| M&T Bank Corp | 6,405 | $297.0K | 0.00% | −1,672−20.7% | Reduced |
| Bank of Montreal | 6,333 | $301.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 6,769 | $314.0K | 0.01% | −20−0.3% | Reduced |
| Eaton Vance Management | 6,816 | $317.0K | 0.00% | +115+1.7% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $322.0K | 0.05% | 00.0% | Unchanged |
| NinePointTwo Capital | 6,981 | $324.0K | 0.13% | +1,315+23.2% | Added |
| Tower Research Capital LLC (TRC) | 7,001 | $326.0K | 0.01% | −5,126−42.3% | Reduced |
| ExodusPoint Capital Management, LP | 7,379 | $343.0K | 0.00% | +7,379 | New |
| Squarepoint Ops LLC | 7,834 | $364.0K | 0.00% | +1,707+27.9% | Added |
| FMR LLC | 8,494 | $395.0K | 0.00% | −1,209−12.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,528 | $396.0K | 0.00% | 00.0% | Unchanged |
| Tower Bridge Advisors | 8,632 | $401.0K | 0.04% | −1,260−12.7% | Reduced |
| ProShare Advisors LLC | 8,698 | $404.0K | 0.00% | −397−4.4% | Reduced |
| Handelsbanken Fonder AB | 9,205 | $428.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,256 | $430.0K | 0.00% | −959−9.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,780 | $455.0K | 0.00% | +11+0.1% | Added |
| Janney Montgomery Scott LLC | 9,927 | $461.0K | 0.00% | +12+0.1% | Added |
| Pillar Wealth Advisors, LLC | 10,027 | $466.0K | 0.46% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,230 | $475.0K | 0.04% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,366 | $481.6K | 0.04% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,646 | $494.0K | 0.02% | +9+0.1% | Added |
| ARGA Investment Management, LP | 10,848 | $504.0K | 0.03% | +10,848 | New |
| Lokken Investment Group LLC | 10,875 | $505.0K | 0.44% | +10.0% | Added |
| New York Life Investment Management LLC | 10,863 | $505.0K | 0.01% | +860+8.6% | Added |
| Public Employees Retirement Association of Colorado | 10,928 | $508.0K | 0.00% | 00.0% | Unchanged |