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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 11,363 | $515.2K | 0.00% | −1,244−9.9% | Reduced |
| Jane Street Group, LLC | 11,380 | $516.0K | 0.00% | −12,676−52.7% | Reduced |
| Hamilton Capital Partners Inc. | 11,382 | $516.1K | 0.22% | +11,382 | New |
| FMR LLC | 11,641 | $527.8K | 0.00% | +3,147+37.0% | Added |
| Univest Financial Corp | 11,886 | $538.9K | 0.17% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $547.5K | 0.24% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 12,169 | $551.7K | 0.01% | +1,306+12.0% | Added |
| Victory Capital Management Inc | 12,691 | $575.4K | 0.00% | −1,453−10.3% | Reduced |
| Mutual of America Capital Management LLC | 12,907 | $585.2K | 0.01% | +272+2.2% | Added |
| First Republic Investment Management, Inc. | 12,993 | $589.1K | 0.00% | +430+3.4% | Added |
| Ironwood Investment Management LLC | 13,095 | $593.7K | 0.39% | −500−3.7% | Reduced |
| Qube Research & Technologies Ltd | 13,654 | $619.1K | 0.00% | +13,654 | New |
| Resources Management Corp | 13,995 | $635.0K | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 15,287 | $693.1K | 0.00% | +494+3.3% | Added |
| Commonwealth Equity Services, LLC | 15,903 | $721.0K | 0.00% | −371−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 16,040 | $727.3K | 0.00% | +440+2.8% | Added |
| DuPont Capital Management Corp | 16,307 | $739.4K | 0.04% | −2,398−12.8% | Reduced |
| Truist Financial Corp | 16,713 | $757.7K | 0.00% | +3,075+22.5% | Added |
| Advisors Asset Management, Inc. | 17,441 | $790.8K | 0.02% | −7,885−31.1% | Reduced |
| Sageworth Trust Co | 17,605 | $798.0K | 0.06% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,921 | $812.5K | 0.01% | +345+2.0% | Added |
| Los Angeles Capital Management LLC | 19,103 | $866.1K | 0.00% | −1,137−5.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,842 | $900.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,494 | $929.2K | 0.01% | −613−2.9% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $957.0K | 0.57% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $997.5K | 0.01% | +22,000 | New |
| Salzhauer Michael | 22,977 | $1.04M | 0.63% | 00.0% | Unchanged |
| Voya Investment Management LLC | 24,848 | $1.13M | 0.00% | −445−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 25,200 | $1.14M | 0.00% | +11,100+78.7% | Added |
| Maryland State Retirement & Pension System | 25,352 | $1.15M | 0.03% | +25,352 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.24M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 28,104 | $1.27M | 0.01% | −1,000−3.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 28,459 | $1.29M | 0.02% | +186+0.7% | Added |
| The PNC Financial Services Group, Inc. | 28,697 | $1.30M | 0.00% | −2,767−8.8% | Reduced |
| Canada Pension Plan Investment Board | 29,100 | $1.32M | 0.00% | +29,100 | New |
| New York State Teachers Retirement System | 29,240 | $1.33M | 0.00% | −800−2.7% | Reduced |
| Louisiana State Employees Retirement System | 29,300 | $1.33M | 0.04% | −1,000−3.3% | Reduced |
| Keeley-Teton Advisors, LLC | 29,519 | $1.34M | 0.17% | 00.0% | Unchanged |
| Barclays PLC | 29,705 | $1.35M | 0.00% | +10,292+53.0% | Added |
| UBS Group AG | 29,935 | $1.36M | 0.00% | +24,156+418.0% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.36M | 0.17% | 00.0% | Unchanged |
| Rothschild & Co Asset Management US Inc. | 30,801 | $1.40M | 0.02% | +1,447+4.9% | Added |
| MetLife Investment Management | 32,039 | $1.45M | 0.01% | −2,075−6.1% | Reduced |
| Royce & Associates LP | 32,552 | $1.48M | 0.02% | −9,452−22.5% | Reduced |
| Congress Asset Management Co | 32,810 | $1.49M | 0.01% | +405+1.2% | Added |
| American International Group, Inc. | 33,330 | $1.51M | 0.01% | −1,315−3.8% | Reduced |
| Corbyn Investment Management Inc | 35,666 | $1.62M | 0.64% | −120.0% | Reduced |
| SEI Investments Co | 35,815 | $1.62M | 0.00% | −1,140−3.1% | Reduced |
| Citigroup Inc | 37,769 | $1.71M | 0.00% | +6,700+21.6% | Added |
| Yousif Capital Management, LLC | 39,086 | $1.77M | 0.02% | −12,190−23.8% | Reduced |
| Texas Permanent School Fund | 41,404 | $1.88M | 0.03% | −4,275−9.4% | Reduced |
| Federated Hermes, Inc. | 41,660 | $1.89M | 0.01% | −12,998−23.8% | Reduced |
| State of Alaska, Department of Revenue | 42,885 | $1.94M | 0.02% | −1,111−2.5% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.99M | 0.68% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 44,628 | $2.02M | 0.00% | +12,523+39.0% | Added |
| State of Tennessee, Treasury Department | 45,308 | $2.06M | 0.01% | +4,706+11.6% | Added |
| Wedge Capital Management L L P | 45,907 | $2.08M | 0.03% | −2,196−4.6% | Reduced |
| State of New Jersey Common Pension Fund D | 48,762 | $2.21M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 49,945 | $2.26M | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 50,498 | $2.29M | 0.07% | +2,076+4.3% | Added |
| HRT Financial LP | 52,164 | $2.37M | 0.03% | +13,139+33.7% | Added |
| Citadel Advisors LLC | 52,513 | $2.38M | 0.00% | +52,513 | New |
| Comerica Bank | 50,763 | $2.45M | 0.02% | −11,719−18.8% | Reduced |
| First Trust Advisors LP | 61,177 | $2.77M | 0.00% | −33,372−35.3% | Reduced |
| Prudential Financial Inc | 62,163 | $2.82M | 0.00% | −16,205−20.7% | Reduced |
| Great West Life Assurance Co | 63,087 | $2.86M | 0.01% | −8,822−12.3% | Reduced |
| Thrivent Financial for Lutherans | 63,173 | $2.86M | 0.01% | −2,481−3.8% | Reduced |
| Hennessy Advisors Inc | 65,000 | $2.95M | 0.19% | −43,000−39.8% | Reduced |
| Modera Wealth Management, LLC | 65,894 | $2.99M | 0.12% | −10,388−13.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,912 | $2.99M | 0.03% | +8,044+13.9% | Added |
| UBS Asset Management Americas Inc | 66,827 | $3.03M | 0.00% | −1,082−1.6% | Reduced |
| Royal Bank of Canada | 71,023 | $3.22M | 0.00% | +15,090+27.0% | Added |
| Credit Suisse AG | 73,315 | $3.32M | 0.00% | +15,105+25.9% | Added |
| Stifel Financial Corp | 74,532 | $3.38M | 0.01% | +2,885+4.0% | Added |
| Brandywine Global Investment Management, LLC | 75,102 | $3.41M | 0.03% | −2,409−3.1% | Reduced |
| Bryn Mawr Trust Co | 77,320 | $3.50M | 0.16% | −1,170−1.5% | Reduced |
| California State Teachers Retirement System | 79,727 | $3.61M | 0.01% | −885−1.1% | Reduced |
| Envestnet Asset Management Inc | 85,787 | $3.89M | 0.00% | +2,664+3.2% | Added |
| Millennium Management LLC | 103,595 | $4.70M | 0.01% | −80,548−43.7% | Reduced |
| HSBC Holdings PLC | 105,121 | $4.79M | 0.01% | +49,962+90.6% | Added |
| Crawford Investment Counsel Inc | 109,407 | $4.96M | 0.11% | +335+0.3% | Added |
| Raymond James & Associates | 113,023 | $5.12M | 0.00% | +276+0.2% | Added |
| Aristotle Capital Boston, LLC | 118,363 | $5.37M | 0.17% | −4,334−3.5% | Reduced |
| Public Sector Pension Investment Board | 134,044 | $6.08M | 0.05% | +17,624+15.1% | Added |
| Deutsche Bank AG | 143,545 | $6.51M | 0.00% | +115,772+416.9% | Added |
| Swiss National Bank | 153,340 | $6.95M | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 168,984 | $7.66M | 0.03% | +83,262+97.1% | Added |
| Wellington Management Group LLP | 171,116 | $7.76M | 0.00% | −18,699−9.9% | Reduced |
| American Century Companies Inc | 175,136 | $7.94M | 0.01% | −2,079−1.2% | Reduced |
| North Star Asset Management Inc | 177,427 | $8.04M | 0.50% | −9,154−4.9% | Reduced |
| Legal & General Group Plc | 180,570 | $8.19M | 0.00% | −1,508−0.8% | Reduced |
| Price T Rowe Associates Inc | 189,954 | $8.61M | 0.00% | +49,863+35.6% | Added |
| Nuveen Asset Management, LLC | 191,736 | $8.69M | 0.00% | −33,932−15.0% | Reduced |
| Rhumbline Advisers | 194,323 | $8.81M | 0.01% | +753+0.4% | Added |
| Wells Fargo & Company | 224,881 | $10.2M | 0.00% | −8,557−3.7% | Reduced |
| Eagle Asset Management Inc | 233,660 | $10.5M | 0.06% | −4,554−1.9% | Reduced |
| Loomis Sayles & Co L P | 256,096 | $11.6M | 0.02% | −10,388−3.9% | Reduced |
| New York State Common Retirement Fund | 261,316 | $11.8M | 0.02% | +1,179+0.5% | Added |
| JPMorgan Chase & Co | 282,791 | $12.8M | 0.00% | +38,369+15.7% | Added |
| Renaissance Technologies LLC | 304,126 | $13.8M | 0.02% | −17,929−5.6% | Reduced |