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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 472 | $22.0K | 0.00% | −2,891−86.0% | Reduced |
| Sutton Wealth Advisors Inc. | 451 | $21.0K | 0.01% | +180+66.4% | Added |
| Rockefeller Capital Management L.P. | 407 | $18.0K | 0.00% | −160−28.2% | Reduced |
| CWM, LLC | 364 | $17.0K | 0.00% | +238+188.9% | Added |
| Proequities, Inc. | 328 | $15.0K | 0.00% | +37+12.7% | Added |
| 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 |
| Parallel Advisors, LLC | 251 | $12.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 242 | $11.0K | 0.00% | +224+1,244.4% | Added |
| AdvisorNet Financial, Inc | 180 | $8.00K | 0.00% | +180 | New |
| EverSource Wealth Advisors, LLC | 127 | $6.00K | 0.00% | −1,239−90.7% | Reduced |
| 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 |
| American Portfolios Advisors | 95 | $4.41K | 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 |
| Harbour Investments, Inc. | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Absolute Capital Management, LLC | 5 | $233 | 0.00% | +5 | New |
| 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 |
| Endeavour Capital Advisors Inc | 0 | $0 | 0.00% | −73,862−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −70,721−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −55,020−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −31,383−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −26,232−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −9,751−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,017−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,854−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −6,741−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,745−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −3,020−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Cordasco Financial Network | – | – | – | – | Not filed |