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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.

Institutional holdersQ3 2022: 236 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 heldQ3 2022: $2.55B
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, Q3 2022

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2022.

Institutions holding WSFS in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Susquehanna Fundamental Investments, LLC28,273$1.31M0.02%+28,273New
Deutsche Bank AG27,773$1.29M0.00%−78,204−73.8%Reduced
Mirae Asset Global Investments Co., Ltd.27,342$1.27M0.00%+8,160+42.5%Added
Advisors Asset Management, Inc.25,326$1.18M0.02%−157−0.6%Reduced
Voya Investment Management LLC25,293$1.18M0.00%00.0%Unchanged
Jane Street Group, LLC24,056$1.12M0.00%−27,515−53.4%Reduced
Salzhauer Michael22,977$1.07M0.68%00.0%Unchanged
Holocene Advisors, LP21,401$994.0K0.01%−40,569−65.5%Reduced
Oregon Public Employees Retirement Fund21,107$981.0K0.01%−336−1.6%Reduced
BNP Paribas Arbitrage, SA20,246$940.6K0.00%−1,458−6.7%Reduced
Los Angeles Capital Management LLC20,240$940.0K0.00%−7,286−26.5%Reduced
Teachers Retirement System of the State of Kentucky19,842$922.0K0.01%+19,842New
Barclays PLC19,413$903.0K0.00%−808−4.0%Reduced
Lountzis Asset Management, LLC19,000$882.0K0.60%00.0%Unchanged
DuPont Capital Management Corp18,705$869.0K0.05%−3,008−13.9%Reduced
Sageworth Trust Co17,605$818.0K0.07%00.0%Unchanged
Arizona State Retirement System17,576$817.0K0.01%−154−0.9%Reduced
AlphaCrest Capital Management LLC17,495$813.0K0.05%+12,438+246.0%Added
Commonwealth Equity Services, LLC16,274$756.0K0.00%+29+0.2%Added
State Board of Administration of Florida Retirement System15,600$725.0K0.00%00.0%Unchanged
LPL Financial LLC14,793$687.0K0.00%−751−4.8%Reduced
Victory Capital Management Inc14,144$657.0K0.00%−221−1.5%Reduced
Ensign Peak Advisors, Inc14,100$655.0K0.00%00.0%Unchanged
Resources Management Corp13,995$650.0K0.11%00.0%Unchanged
Ergoteles LLC13,905$646.0K0.02%+13,905New
Truist Financial Corp13,638$633.0K0.00%−5,042−27.0%Reduced
Ironwood Investment Management LLC13,595$632.0K0.44%00.0%Unchanged
SG Americas Securities, LLC13,279$617.0K0.01%−2,784−17.3%Reduced
Mutual of America Capital Management LLC12,635$587.0K0.01%+1,763+16.2%Added
Captrust Financial Advisors12,607$586.0K0.00%+5,180+69.7%Added
First Republic Investment Management, Inc.12,563$584.0K0.00%−302−2.3%Reduced
Marshall Financial Group Inc12,075$561.0K0.27%00.0%Unchanged
State of Wisconsin Investment Board12,057$560.0K0.00%−22,873−65.5%Reduced
Univest Financial Corp11,886$552.0K0.18%00.0%Unchanged
Natixis Advisors, L.P.11,587$538.0K0.00%+11,587New
Westover Capital Advisors, LLC11,115$516.0K0.20%00.0%Unchanged
Public Employees Retirement Association of Colorado10,928$508.0K0.00%00.0%Unchanged
Lokken Investment Group LLC10,875$505.0K0.44%+10.0%Added
New York Life Investment Management LLC10,863$505.0K0.01%+860+8.6%Added
ARGA Investment Management, LP10,848$504.0K0.03%+10,848New
First Hawaiian Bank10,646$494.0K0.02%+9+0.1%Added
Henshaw Capital LLC10,366$481.6K0.04%00.0%Unchanged
Everence Capital Management Inc10,230$475.0K0.04%00.0%Unchanged
Pillar Wealth Advisors, LLC10,027$466.0K0.46%00.0%Unchanged
Janney Montgomery Scott LLC9,927$461.0K0.00%+12+0.1%Added
Advisor Group Holdings, Inc.9,780$455.0K0.00%+11+0.1%Added
Teacher Retirement System of Texas9,256$430.0K0.00%−959−9.4%Reduced
Handelsbanken Fonder AB9,205$428.0K0.00%00.0%Unchanged
ProShare Advisors LLC8,698$404.0K0.00%−397−4.4%Reduced
Tower Bridge Advisors8,632$401.0K0.04%−1,260−12.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)8,528$396.0K0.00%00.0%Unchanged
FMR LLC8,494$395.0K0.00%−1,209−12.5%Reduced
Squarepoint Ops LLC7,834$364.0K0.00%+1,707+27.9%Added
ExodusPoint Capital Management, LP7,379$343.0K0.00%+7,379New
Tower Research Capital LLC (TRC)7,001$326.0K0.01%−5,126−42.3%Reduced
NinePointTwo Capital6,981$324.0K0.13%+1,315+23.2%Added
SeaCrest Wealth Management, LLC6,933$322.0K0.05%00.0%Unchanged
Eaton Vance Management6,816$317.0K0.00%+115+1.7%Added
Veritable, L.P.6,769$314.0K0.01%−20−0.3%Reduced
Bank of Montreal6,333$301.0K0.00%00.0%Unchanged
M&T Bank Corp6,405$297.0K0.00%−1,672−20.7%Reduced
Duality Advisers, LP6,257$291.0K0.03%−13,294−68.0%Reduced
Diversified Trust Co5,974$278.0K0.01%00.0%Unchanged
Buckingham Strategic Wealth, LLC5,922$275.0K0.01%00.0%Unchanged
MML Investors Services, LLC5,803$270.0K0.00%+277+5.0%Added
UBS Group AG5,779$269.0K0.00%+1,513+35.5%Added
Aquatic Capital Management LLC5,700$265.0K0.03%+5,700New
Engineers Gate Manager LP5,608$261.0K0.02%−4,289−43.3%Reduced
CIBC Asset Management Inc5,584$259.0K0.00%+5,584New
Crossmark Global Holdings, Inc.5,544$258.0K0.01%−73−1.3%Reduced
KBC Group NV5,527$257.0K0.00%00.0%Unchanged
Keybank National Association5,538$257.0K0.00%+5,538New
Raymond James Financial Services Advisors, Inc.5,534$257.0K0.00%+5,534New
Allegheny Financial Group LTD5,441$252.0K0.12%+15+0.3%Added
US Bancorp5,024$233.0K0.00%+210+4.4%Added
Profund Advisors LLC4,902$228.0K0.02%−606−11.0%Reduced
Ameritas Investment Partners, Inc.4,831$224.0K0.01%00.0%Unchanged
Affinity Wealth Management LLC4,601$214.0K0.05%+4,601New
Cambridge Investment Research Advisors, Inc.4,556$212.0K0.00%+4,556New
Jacobi Capital Management LLC4,500$209.0K0.03%+4,500New
DF Dent & Co Inc4,469$208.0K0.00%+4,469New
Metropolitan Life Insurance Co3,709$172.3K0.01%−231−5.9%Reduced
STRS Ohio3,600$167.0K0.00%+1,800+100.0%Added
Blue Bell Private Wealth Management, LLC3,019$140.0K0.05%00.0%Unchanged
FourThought Financial, LLC2,986$139.0K0.02%+444+17.5%Added
Northwestern Mutual Wealth Management Co2,780$129.0K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.2,520$117.0K0.12%+2,520New
Harbor Investment Advisory, LLC2,050$95.0K0.02%00.0%Unchanged
Nisa Investment Advisors, LLC1,896$88.0K0.00%+46+2.5%Added
FinTrust Capital Advisors, LLC1,665$83.0K0.02%−720−30.2%Reduced
C M Bidwell & Associates Ltd1,740$81.0K0.07%00.0%Unchanged
Public Employees Retirement System of Ohio1,428$66.0K0.00%+50+3.6%Added
First Horizon Advisors, Inc.1,419$65.0K0.00%−1,918−57.5%Reduced
Global Retirement Partners, LLC1,199$56.0K0.00%+13+1.1%Added
Allspring Global Investments Holdings, LLC1,124$52.0K0.00%−588−34.3%Reduced
South State Corp.1,000$46.0K0.00%00.0%Unchanged
Key Financial Inc980$46.0K0.02%00.0%Unchanged
Meeder Asset Management Inc860$40.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC802$37.0K0.02%+199+33.0%Added
Point72 Hong Kong Ltd513$24.0K0.00%−3,267−86.4%Reduced