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, 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
- 54.3M
- −638.5K (−1.2%) vs. Q3 2022
- Total value
- $2.46B
- −$91.2M (−3.6%) 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $272 | 0.00% | +4+200.0% | Added |
| Sofos Investments, Inc. | 45 | $314 | 0.00% | +45 | New |
| Disciplined Investments, LLC | 10 | $453 | 0.00% | −4−28.6% | Reduced |
| SJS Investment Consulting Inc. | 16 | $725 | 0.00% | −15−48.4% | Reduced |
| Simplex Trading, LLC | 30 | $1.00K | 0.00% | −212−87.6% | Reduced |
| ClariVest Asset Management LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 26 | $1.18K | 0.00% | −1−3.7% | Reduced |
| First Manhattan Co | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $1.81K | 0.00% | −8−16.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $2.18K | 0.00% | +5+11.6% | Added |
| Schubert & Co | 50 | $2.27K | 0.00% | +1+2.0% | Added |
| GWM Advisors LLC | 59 | $2.67K | 0.00% | +59 | New |
| Harbour Investments, Inc. | 70 | $3.17K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $3.26K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 77 | $3.49K | 0.00% | −6−7.2% | Reduced |
| Lindbrook Capital, LLC | 78 | $3.54K | 0.00% | −2−2.5% | Reduced |
| First Personal Financial Services | 88 | $3.99K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 101 | $4.58K | 0.00% | +101 | New |
| Quadrant Capital Group LLC | 102 | $4.63K | 0.00% | +3+3.0% | Added |
| Parkside Financial Bank & Trust | 111 | $5.03K | 0.00% | −6−5.1% | Reduced |
| EverSource Wealth Advisors, LLC | 127 | $5.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $8.52K | 0.00% | +87+86.1% | Added |
| AdvisorNet Financial, Inc | 193 | $8.75K | 0.00% | +13+7.2% | Added |
| Private Trust Co NA | 219 | $10.0K | 0.00% | −57−20.7% | Reduced |
| Tower Research Capital LLC (TRC) | 246 | $11.0K | 0.00% | −6,755−96.5% | Reduced |
| Parallel Advisors, LLC | 251 | $11.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 276 | $12.5K | 0.00% | −1−0.4% | Reduced |
| State of Wyoming | 280 | $12.7K | 0.00% | +280 | New |
| Meeder Asset Management Inc | 286 | $13.0K | 0.00% | −574−66.7% | Reduced |
| Rockefeller Capital Management L.P. | 302 | $13.0K | 0.00% | −105−25.8% | Reduced |
| Zions Bancorporation, N.A. | 303 | $13.7K | 0.00% | +303 | New |
| Proequities, Inc. | 307 | $13.9K | 0.00% | −21−6.4% | Reduced |
| CWM, LLC | 337 | $15.0K | 0.00% | −27−7.4% | Reduced |
| Belpointe Asset Management LLC | 400 | $18.1K | 0.00% | +400 | New |
| Sutton Wealth Advisors Inc. | 453 | $20.5K | 0.01% | +2+0.4% | Added |
| Public Employees Retirement System of Ohio | 472 | $21.0K | 0.00% | −956−66.9% | Reduced |
| Eagle Bay Advisors LLC | 871 | $39.5K | 0.02% | +69+8.6% | Added |
| South State Corp. | 1,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $45.5K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,099 | $49.8K | 0.00% | −25−2.2% | Reduced |
| Global Retirement Partners, LLC | 1,199 | $54.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,419 | $64.3K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,555 | $70.5K | 0.06% | −185−10.6% | Reduced |
| Harbor Investment Advisory, LLC | 1,672 | $75.8K | 0.01% | −378−18.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,896 | $86.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,100 | $95.0K | 0.00% | −1,500−41.7% | Reduced |
| McClarren Financial Advisors, Inc. | 2,520 | $114.0K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,780 | $126.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $136.9K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,283 | $149.0K | 0.00% | −9,996−75.3% | Reduced |
| US Bancorp | 3,868 | $175.4K | 0.00% | −1,156−23.0% | Reduced |
| Metropolitan Life Insurance Co | 3,885 | $176.1K | 0.01% | +176+4.7% | Added |
| DF Dent & Co Inc | 4,469 | $202.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,492 | $204.0K | 0.00% | −64−1.4% | Reduced |
| Jacobi Capital Management LLC | 4,500 | $204.0K | 0.03% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,572 | $207.0K | 0.00% | −2,807−38.0% | Reduced |
| Affinity Wealth Management LLC | 4,601 | $208.6K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 4,696 | $212.9K | 0.00% | −842−15.2% | Reduced |
| Profund Advisors LLC | 4,851 | $219.9K | 0.01% | −51−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,042 | $229.0K | 0.01% | −502−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,831 | $233.5K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,459 | $247.5K | 0.10% | +18+0.3% | Added |
| KBC Group NV | 5,527 | $251.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,754 | $261.0K | 0.00% | −49−0.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,922 | $268.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 5,800 | $283.9K | 0.00% | −533−8.4% | Reduced |
| Private Advisor Group, LLC | 32,932 | $296.6K | 0.01% | +525+1.6% | Added |
| Veritable, L.P. | 6,769 | $306.9K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 6,904 | $312.9K | 0.00% | +499+7.8% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $314.3K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,018 | $318.2K | 0.00% | +1,434+25.7% | Added |
| Teacher Retirement System of Texas | 7,107 | $322.0K | 0.00% | −2,149−23.2% | Reduced |
| Pictet Asset Management SA | 7,225 | $328.0K | 0.00% | +7,225 | New |
| Centiva Capital, LP | 7,450 | $337.8K | 0.03% | +7,450 | New |
| Diversified Trust Co | 7,674 | $348.0K | 0.01% | +1,700+28.5% | Added |
| State of Wisconsin Investment Board | 7,917 | $359.0K | 0.00% | −4,140−34.3% | Reduced |
| BNP Paribas Arbitrage, SA | 8,325 | $377.5K | 0.00% | −11,921−58.9% | Reduced |
| Henshaw Capital LLC | 8,478 | $384.4K | 0.03% | −1,888−18.2% | Reduced |
| Tower Bridge Advisors | 8,632 | $391.4K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,205 | $417.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,304 | $421.8K | 0.03% | +3,696+65.9% | Added |
| Susquehanna International Group, LLP | 9,331 | $423.1K | 0.00% | −22,251−70.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,372 | $424.9K | 0.00% | +844+9.9% | Added |
| ProShare Advisors LLC | 9,681 | $438.9K | 0.00% | +983+11.3% | Added |
| Winton Group Ltd | 9,730 | $441.2K | 0.03% | −55,245−85.0% | Reduced |
| Janney Montgomery Scott LLC | 9,940 | $451.0K | 0.00% | +13+0.1% | Added |
| Pillar Wealth Advisors, LLC | 10,027 | $454.6K | 0.44% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,230 | $464.0K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,483 | $475.3K | 0.00% | +703+7.2% | Added |
| Natixis Advisors, L.P. | 10,552 | $478.0K | 0.00% | −1,035−8.9% | Reduced |
| First Hawaiian Bank | 10,607 | $481.0K | 0.02% | −39−0.4% | Reduced |
| Ergoteles LLC | 10,712 | $485.7K | 0.02% | −3,193−23.0% | Reduced |
| ARGA Investment Management, LP | 10,848 | $491.8K | 0.02% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,875 | $493.1K | 0.39% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,928 | $495.0K | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 11,115 | $504.0K | 0.20% | 00.0% | Unchanged |