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 |
|---|---|---|---|---|---|
| Westover Capital Advisors, LLC | 11,115 | $516.0K | 0.20% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 11,587 | $538.0K | 0.00% | +11,587 | New |
| Univest Financial Corp | 11,886 | $552.0K | 0.18% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 12,057 | $560.0K | 0.00% | −22,873−65.5% | Reduced |
| Marshall Financial Group Inc | 12,075 | $561.0K | 0.27% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 12,563 | $584.0K | 0.00% | −302−2.3% | Reduced |
| Captrust Financial Advisors | 12,607 | $586.0K | 0.00% | +5,180+69.7% | Added |
| Mutual of America Capital Management LLC | 12,635 | $587.0K | 0.01% | +1,763+16.2% | Added |
| SG Americas Securities, LLC | 13,279 | $617.0K | 0.01% | −2,784−17.3% | Reduced |
| Ironwood Investment Management LLC | 13,595 | $632.0K | 0.44% | 00.0% | Unchanged |
| Truist Financial Corp | 13,638 | $633.0K | 0.00% | −5,042−27.0% | Reduced |
| Ergoteles LLC | 13,905 | $646.0K | 0.02% | +13,905 | New |
| Resources Management Corp | 13,995 | $650.0K | 0.11% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 14,100 | $655.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,144 | $657.0K | 0.00% | −221−1.5% | Reduced |
| LPL Financial LLC | 14,793 | $687.0K | 0.00% | −751−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 15,600 | $725.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,274 | $756.0K | 0.00% | +29+0.2% | Added |
| AlphaCrest Capital Management LLC | 17,495 | $813.0K | 0.05% | +12,438+246.0% | Added |
| Arizona State Retirement System | 17,576 | $817.0K | 0.01% | −154−0.9% | Reduced |
| Sageworth Trust Co | 17,605 | $818.0K | 0.07% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 18,705 | $869.0K | 0.05% | −3,008−13.9% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $882.0K | 0.60% | 00.0% | Unchanged |
| Barclays PLC | 19,413 | $903.0K | 0.00% | −808−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,842 | $922.0K | 0.01% | +19,842 | New |
| Los Angeles Capital Management LLC | 20,240 | $940.0K | 0.00% | −7,286−26.5% | Reduced |
| BNP Paribas Arbitrage, SA | 20,246 | $940.6K | 0.00% | −1,458−6.7% | Reduced |
| Oregon Public Employees Retirement Fund | 21,107 | $981.0K | 0.01% | −336−1.6% | Reduced |
| Holocene Advisors, LP | 21,401 | $994.0K | 0.01% | −40,569−65.5% | Reduced |
| Salzhauer Michael | 22,977 | $1.07M | 0.68% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,056 | $1.12M | 0.00% | −27,515−53.4% | Reduced |
| Voya Investment Management LLC | 25,293 | $1.18M | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,326 | $1.18M | 0.02% | −157−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.27M | 0.00% | +8,160+42.5% | Added |
| Deutsche Bank AG | 27,773 | $1.29M | 0.00% | −78,204−73.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 28,273 | $1.31M | 0.02% | +28,273 | New |
| Cubist Systematic Strategies, LLC | 28,763 | $1.34M | 0.01% | +24,098+516.6% | Added |
| Amalgamated Bank | 29,104 | $1.35M | 0.01% | +36+0.1% | Added |
| Rothschild & Co Asset Management US Inc. | 29,354 | $1.36M | 0.02% | −3,860−11.6% | Reduced |
| Keeley-Teton Advisors, LLC | 29,519 | $1.37M | 0.19% | −2,770−8.6% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.39M | 0.19% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 30,040 | $1.40M | 0.00% | +1,200+4.2% | Added |
| Louisiana State Employees Retirement System | 30,300 | $1.41M | 0.04% | −1,000−3.2% | Reduced |
| Citigroup Inc | 31,069 | $1.45M | 0.00% | +986+3.3% | Added |
| The PNC Financial Services Group, Inc. | 31,464 | $1.46M | 0.00% | −2,456−7.2% | Reduced |
| Susquehanna International Group, LLP | 31,582 | $1.47M | 0.00% | +12,404+64.7% | Added |
| Russell Investments Group, Ltd. | 32,105 | $1.49M | 0.00% | −11,007−25.5% | Reduced |
| 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 |
| MetLife Investment Management | 34,114 | $1.58M | 0.01% | +129+0.4% | Added |
| American International Group, Inc. | 34,645 | $1.61M | 0.01% | −282−0.8% | Reduced |
| Walthausen & Co., LLC | 34,913 | $1.62M | 1.35% | −270−0.8% | Reduced |
| Corbyn Investment Management Inc | 35,678 | $1.66M | 0.71% | −421−1.2% | Reduced |
| SEI Investments Co | 36,955 | $1.72M | 0.00% | +4,238+13.0% | Added |
| HRT Financial LP | 39,025 | $1.81M | 0.02% | +6,580+20.3% | Added |
| Maltese Capital Management LLC | 39,300 | $1.83M | 0.43% | −20,700−34.5% | Reduced |
| State of Tennessee, Treasury Department | 40,602 | $1.89M | 0.01% | +16,030+65.2% | Added |
| Royce & Associates LP | 42,004 | $1.95M | 0.02% | −12,945−23.6% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.04M | 0.69% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,996 | $2.04M | 0.03% | −4,975−10.2% | Reduced |
| Texas Permanent School Fund | 45,679 | $2.12M | 0.03% | −1,197−2.6% | Reduced |
| Wedge Capital Management L L P | 48,103 | $2.23M | 0.04% | −2,541−5.0% | Reduced |
| Hantz Financial Services, Inc. | 48,422 | $2.25M | 0.08% | +8,143+20.2% | Added |
| State of New Jersey Common Pension Fund D | 48,762 | $2.27M | 0.01% | −8,532−14.9% | Reduced |
| AE Wealth Management LLC | 49,945 | $2.32M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 51,276 | $2.38M | 0.03% | −1,845−3.5% | Reduced |
| Federated Hermes, Inc. | 54,658 | $2.54M | 0.01% | −20.0% | Reduced |
| Royal Bank of Canada | 55,933 | $2.60M | 0.00% | −10,938−16.4% | Reduced |
| HSBC Holdings PLC | 55,159 | $2.62M | 0.00% | +11,845+27.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,868 | $2.69M | 0.03% | −1,144−1.9% | Reduced |
| Credit Suisse AG | 58,210 | $2.71M | 0.00% | +3,409+6.2% | Added |
| Winton Group Ltd | 64,975 | $3.02M | 0.20% | +64,975 | New |
| Thrivent Financial for Lutherans | 65,654 | $3.05M | 0.01% | +2,055+3.2% | Added |
| Comerica Bank | 62,482 | $3.07M | 0.03% | −7,134−10.2% | Reduced |
| Prudential Financial Inc | 78,368 | $3.14M | 0.01% | −53,318−40.5% | Reduced |
| UBS Asset Management Americas Inc | 67,909 | $3.16M | 0.00% | −21,320−23.9% | Reduced |
| Stifel Financial Corp | 71,647 | $3.33M | 0.01% | −2,136−2.9% | Reduced |
| Great West Life Assurance Co | 71,909 | $3.34M | 0.01% | +7,964+12.5% | Added |
| Modera Wealth Management, LLC | 76,282 | $3.54M | 0.18% | −19,187−20.1% | Reduced |
| Brandywine Global Investment Management, LLC | 77,511 | $3.60M | 0.03% | −3,531−4.4% | Reduced |
| Bryn Mawr Trust Co | 78,490 | $3.65M | 0.18% | −3,190−3.9% | Reduced |
| California State Teachers Retirement System | 80,612 | $3.75M | 0.01% | −2,728−3.3% | Reduced |
| Envestnet Asset Management Inc | 83,123 | $3.86M | 0.00% | +5,882+7.6% | Added |
| Lord, Abbett & Co. LLC | 85,722 | $3.98M | 0.01% | +85,722 | New |
| First Trust Advisors LP | 94,549 | $4.39M | 0.01% | −8,030−7.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 97,150 | $4.51M | 0.02% | +97,150 | New |
| Hennessy Advisors Inc | 108,000 | $5.02M | 0.35% | −17,000−13.6% | Reduced |
| Crawford Investment Counsel Inc | 109,072 | $5.07M | 0.12% | +7,290+7.2% | Added |
| Raymond James & Associates | 112,747 | $5.24M | 0.01% | +3,072+2.8% | Added |
| Public Sector Pension Investment Board | 116,420 | $5.41M | 0.05% | −3,414−2.8% | Reduced |
| Aristotle Capital Boston, LLC | 122,697 | $5.70M | 0.19% | −22,298−15.4% | Reduced |
| Price T Rowe Associates Inc | 140,091 | $6.51M | 0.00% | −3,084,516−95.7% | Reduced |
| Swiss National Bank | 153,340 | $7.12M | 0.01% | −800−0.5% | Reduced |
| American Century Companies Inc | 177,215 | $8.23M | 0.01% | −13,257−7.0% | Reduced |
| Legal & General Group Plc | 182,078 | $8.46M | 0.00% | −4,388−2.4% | Reduced |
| Millennium Management LLC | 184,143 | $8.55M | 0.01% | +111,416+153.2% | Added |
| North Star Asset Management Inc | 186,581 | $8.67M | 0.59% | −4,696−2.5% | Reduced |
| Wellington Management Group LLP | 189,815 | $8.82M | 0.00% | +3,927+2.1% | Added |
| Rhumbline Advisers | 193,570 | $8.99M | 0.01% | +4,361+2.3% | Added |
| Nuveen Asset Management, LLC | 225,668 | $10.5M | 0.00% | −189,323−45.6% | Reduced |