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, Q4 2022
Institutional positions in WSFS Financial Corp as of Dec 31, 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
- 232
- +1 vs. Q3 2022
- Shares held
- 54.4M
- −1.44M (−2.6%) vs. Q3 2022
- Total value
- $2.47B
- −$128.4M (−4.9%) vs. Q3 2022
- New holders
- 16
- 64 more added
- Sold out
- 15
- 103 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,941,997 | $405.4M | 0.01% | −476,813−5.1% | Reduced |
| Vanguard Group Inc | 7,061,120 | $320.2M | 0.01% | +8,928+0.1% | Added |
| Dimensional Fund Advisors LP | 3,702,704 | $167.9M | 0.05% | +14,039+0.4% | Added |
| T. Rowe Price Investment Management, Inc. | 2,965,269 | $134.4M | 0.10% | −41,756−1.4% | Reduced |
| State Street Corp | 2,626,108 | $119.1M | 0.01% | +108,455+4.3% | Added |
| Franklin Resources Inc | 2,372,482 | $107.6M | 0.06% | −6,664−0.3% | Reduced |
| Macquarie Group Ltd | 2,078,085 | $94.2M | 0.11% | −50,693−2.4% | Reduced |
| Champlain Investment Partners, LLC | 1,290,925 | $58.5M | 0.38% | +338,955+35.6% | Added |
| Geode Capital Management, LLC | 1,189,703 | $53.9M | 0.01% | +1,729+0.1% | Added |
| Pzena Investment Management LLC | 1,098,216 | $49.8M | 0.22% | −38,760−3.4% | Reduced |
| Cooke & Bieler LP | 1,095,949 | $49.7M | 0.49% | −137,902−11.2% | Reduced |
| Alliancebernstein L.P. | 1,015,931 | $46.1M | 0.02% | +21,980+2.2% | Added |
| Janus Henderson Group PLC | 955,391 | $43.3M | 0.03% | −976,081−50.5% | Reduced |
| Manufacturers Life Insurance Company, The | 881,798 | $40.0M | 0.03% | −36,610−4.0% | Reduced |
| Northern Trust Corp | 875,336 | $39.7M | 0.01% | −9,057−1.0% | Reduced |
| Invesco Ltd. | 844,947 | $38.3M | 0.01% | −162,469−16.1% | Reduced |
| Palisade Capital Management LLC | 823,741 | $37.3M | 1.00% | −16,677−2.0% | Reduced |
| Brown Advisory Inc | 807,977 | $36.6M | 0.07% | −37,870−4.5% | Reduced |
| Bank of America Corp | 756,596 | $34.3M | 0.00% | −88,932−10.5% | Reduced |
| Goldman Sachs Group Inc | 741,535 | $33.6M | 0.01% | +413,640+126.2% | Added |
| Ameriprise Financial Inc | 697,880 | $31.6M | 0.01% | −27,654−3.8% | Reduced |
| Bank of New York Mellon Corp | 664,542 | $30.1M | 0.01% | −83,117−11.1% | Reduced |
| Norges Bank | 636,863 | $28.9M | 0.01% | +11,370+1.8% | Added |
| Charles Schwab Investment Management Inc | 564,931 | $25.6M | 0.01% | +2,672+0.5% | Added |
| Frontier Capital Management Co LLC | 544,950 | $24.7M | 0.27% | −14,895−2.7% | Reduced |
| Morgan Stanley | 406,279 | $18.4M | 0.00% | +45,175+12.5% | Added |
| Jennison Associates LLC | 387,122 | $17.6M | 0.02% | −258,212−40.0% | Reduced |
| Principal Financial Group Inc | 376,160 | $17.1M | 0.01% | −15,266−3.9% | Reduced |
| Earnest Partners LLC | 343,705 | $15.6M | 0.10% | +4,309+1.3% | Added |
| Clearbridge Investments, LLC | 343,556 | $15.6M | 0.02% | −2,044−0.6% | Reduced |
| Lord, Abbett & Co. LLC | 337,968 | $15.3M | 0.03% | +252,246+294.3% | Added |
| Renaissance Technologies LLC | 304,126 | $13.8M | 0.02% | −17,929−5.6% | Reduced |
| JPMorgan Chase & Co | 282,791 | $12.8M | 0.00% | +38,369+15.7% | Added |
| New York State Common Retirement Fund | 261,316 | $11.8M | 0.02% | +1,179+0.5% | Added |
| Loomis Sayles & Co L P | 256,096 | $11.6M | 0.02% | −10,388−3.9% | Reduced |
| Eagle Asset Management Inc | 233,660 | $10.5M | 0.06% | −4,554−1.9% | Reduced |
| Wells Fargo & Company | 224,881 | $10.2M | 0.00% | −8,557−3.7% | Reduced |
| Rhumbline Advisers | 194,323 | $8.81M | 0.01% | +753+0.4% | Added |
| Nuveen Asset Management, LLC | 191,736 | $8.69M | 0.00% | −33,932−15.0% | Reduced |
| Price T Rowe Associates Inc | 189,954 | $8.61M | 0.00% | +49,863+35.6% | Added |
| Legal & General Group Plc | 180,570 | $8.19M | 0.00% | −1,508−0.8% | Reduced |
| North Star Asset Management Inc | 177,427 | $8.04M | 0.50% | −9,154−4.9% | Reduced |
| American Century Companies Inc | 175,136 | $7.94M | 0.01% | −2,079−1.2% | Reduced |
| Wellington Management Group LLP | 171,116 | $7.76M | 0.00% | −18,699−9.9% | Reduced |
| Swiss National Bank | 153,340 | $6.95M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 143,545 | $6.51M | 0.00% | +115,772+416.9% | Added |
| Public Sector Pension Investment Board | 134,044 | $6.08M | 0.05% | +17,624+15.1% | Added |
| Aristotle Capital Boston, LLC | 118,363 | $5.37M | 0.17% | −4,334−3.5% | Reduced |
| Raymond James & Associates | 113,023 | $5.12M | 0.00% | +276+0.2% | Added |
| Crawford Investment Counsel Inc | 109,407 | $4.96M | 0.11% | +335+0.3% | Added |
| HSBC Holdings PLC | 105,121 | $4.79M | 0.01% | +49,962+90.6% | Added |
| Millennium Management LLC | 103,595 | $4.70M | 0.01% | −80,548−43.7% | Reduced |
| Envestnet Asset Management Inc | 85,787 | $3.89M | 0.00% | +2,664+3.2% | Added |
| California State Teachers Retirement System | 79,727 | $3.61M | 0.01% | −885−1.1% | Reduced |
| Bryn Mawr Trust Co | 77,320 | $3.50M | 0.16% | −1,170−1.5% | Reduced |
| Brandywine Global Investment Management, LLC | 75,102 | $3.41M | 0.03% | −2,409−3.1% | Reduced |
| Stifel Financial Corp | 74,532 | $3.38M | 0.01% | +2,885+4.0% | Added |
| Credit Suisse AG | 73,315 | $3.32M | 0.00% | +15,105+25.9% | Added |
| Royal Bank of Canada | 71,023 | $3.22M | 0.00% | +15,090+27.0% | Added |
| UBS Asset Management Americas Inc | 66,827 | $3.03M | 0.00% | −1,082−1.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,912 | $2.99M | 0.03% | +8,044+13.9% | Added |
| Modera Wealth Management, LLC | 65,894 | $2.99M | 0.12% | −10,388−13.6% | Reduced |
| Hennessy Advisors Inc | 65,000 | $2.95M | 0.19% | −43,000−39.8% | Reduced |
| Thrivent Financial for Lutherans | 63,173 | $2.86M | 0.01% | −2,481−3.8% | Reduced |
| Great West Life Assurance Co | 63,087 | $2.86M | 0.01% | −8,822−12.3% | Reduced |
| Prudential Financial Inc | 62,163 | $2.82M | 0.00% | −16,205−20.7% | Reduced |
| First Trust Advisors LP | 61,177 | $2.77M | 0.00% | −33,372−35.3% | Reduced |
| Comerica Bank | 50,763 | $2.45M | 0.02% | −11,719−18.8% | Reduced |
| Citadel Advisors LLC | 52,513 | $2.38M | 0.00% | +52,513 | New |
| HRT Financial LP | 52,164 | $2.37M | 0.03% | +13,139+33.7% | Added |
| Hantz Financial Services, Inc. | 50,498 | $2.29M | 0.07% | +2,076+4.3% | Added |
| AE Wealth Management LLC | 49,945 | $2.26M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 48,762 | $2.21M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 45,907 | $2.08M | 0.03% | −2,196−4.6% | Reduced |
| State of Tennessee, Treasury Department | 45,308 | $2.06M | 0.01% | +4,706+11.6% | Added |
| Russell Investments Group, Ltd. | 44,628 | $2.02M | 0.00% | +12,523+39.0% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $1.99M | 0.68% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 42,885 | $1.94M | 0.02% | −1,111−2.5% | Reduced |
| Federated Hermes, Inc. | 41,660 | $1.89M | 0.01% | −12,998−23.8% | Reduced |
| Texas Permanent School Fund | 41,404 | $1.88M | 0.03% | −4,275−9.4% | Reduced |
| Yousif Capital Management, LLC | 39,086 | $1.77M | 0.02% | −12,190−23.8% | Reduced |
| Citigroup Inc | 37,769 | $1.71M | 0.00% | +6,700+21.6% | Added |
| SEI Investments Co | 35,815 | $1.62M | 0.00% | −1,140−3.1% | Reduced |
| Corbyn Investment Management Inc | 35,666 | $1.62M | 0.64% | −120.0% | Reduced |
| American International Group, Inc. | 33,330 | $1.51M | 0.01% | −1,315−3.8% | Reduced |
| Congress Asset Management Co | 32,810 | $1.49M | 0.01% | +405+1.2% | Added |
| Royce & Associates LP | 32,552 | $1.48M | 0.02% | −9,452−22.5% | Reduced |
| MetLife Investment Management | 32,039 | $1.45M | 0.01% | −2,075−6.1% | Reduced |
| Rothschild & Co Asset Management US Inc. | 30,801 | $1.40M | 0.02% | +1,447+4.9% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.36M | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 29,935 | $1.36M | 0.00% | +24,156+418.0% | Added |
| Barclays PLC | 29,705 | $1.35M | 0.00% | +10,292+53.0% | Added |
| Keeley-Teton Advisors, LLC | 29,519 | $1.34M | 0.17% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 29,300 | $1.33M | 0.04% | −1,000−3.3% | Reduced |
| New York State Teachers Retirement System | 29,240 | $1.33M | 0.00% | −800−2.7% | Reduced |
| Canada Pension Plan Investment Board | 29,100 | $1.32M | 0.00% | +29,100 | New |
| The PNC Financial Services Group, Inc. | 28,697 | $1.30M | 0.00% | −2,767−8.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 28,459 | $1.29M | 0.02% | +186+0.7% | Added |
| Amalgamated Bank | 28,104 | $1.27M | 0.01% | −1,000−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.24M | 0.00% | 00.0% | Unchanged |