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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 25,352 | $1.15M | 0.03% | +25,352 | New |
| Ensign Peak Advisors, Inc | 25,200 | $1.14M | 0.00% | +11,100+78.7% | Added |
| Voya Investment Management LLC | 24,848 | $1.13M | 0.00% | −445−1.8% | Reduced |
| Salzhauer Michael | 22,977 | $1.04M | 0.63% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $997.5K | 0.01% | +22,000 | New |
| Lountzis Asset Management, LLC | 19,000 | $957.0K | 0.57% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 20,494 | $929.2K | 0.01% | −613−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,842 | $900.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 19,103 | $866.1K | 0.00% | −1,137−5.6% | Reduced |
| Arizona State Retirement System | 17,921 | $812.5K | 0.01% | +345+2.0% | Added |
| Sageworth Trust Co | 17,605 | $798.0K | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 17,441 | $790.8K | 0.02% | −7,885−31.1% | Reduced |
| Truist Financial Corp | 16,713 | $757.7K | 0.00% | +3,075+22.5% | Added |
| DuPont Capital Management Corp | 16,307 | $739.4K | 0.04% | −2,398−12.8% | Reduced |
| State Board of Administration of Florida Retirement System | 16,040 | $727.3K | 0.00% | +440+2.8% | Added |
| Commonwealth Equity Services, LLC | 15,903 | $721.0K | 0.00% | −371−2.3% | Reduced |
| LPL Financial LLC | 15,287 | $693.1K | 0.00% | +494+3.3% | Added |
| Resources Management Corp | 13,995 | $635.0K | 0.10% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 13,654 | $619.1K | 0.00% | +13,654 | New |
| Ironwood Investment Management LLC | 13,095 | $593.7K | 0.39% | −500−3.7% | Reduced |
| First Republic Investment Management, Inc. | 12,993 | $589.1K | 0.00% | +430+3.4% | Added |
| Mutual of America Capital Management LLC | 12,907 | $585.2K | 0.01% | +272+2.2% | Added |
| Victory Capital Management Inc | 12,691 | $575.4K | 0.00% | −1,453−10.3% | Reduced |
| New York Life Investment Management LLC | 12,169 | $551.7K | 0.01% | +1,306+12.0% | Added |
| Marshall Financial Group Inc | 12,075 | $547.5K | 0.24% | 00.0% | Unchanged |
| Univest Financial Corp | 11,886 | $538.9K | 0.17% | 00.0% | Unchanged |
| FMR LLC | 11,641 | $527.8K | 0.00% | +3,147+37.0% | Added |
| Hamilton Capital Partners Inc. | 11,382 | $516.1K | 0.22% | +11,382 | New |
| Jane Street Group, LLC | 11,380 | $516.0K | 0.00% | −12,676−52.7% | Reduced |
| Captrust Financial Advisors | 11,363 | $515.2K | 0.00% | −1,244−9.9% | Reduced |
| Westover Capital Advisors, LLC | 11,115 | $504.0K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,928 | $495.0K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,875 | $493.1K | 0.39% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 10,848 | $491.8K | 0.02% | 00.0% | Unchanged |
| Ergoteles LLC | 10,712 | $485.7K | 0.02% | −3,193−23.0% | Reduced |
| First Hawaiian Bank | 10,607 | $481.0K | 0.02% | −39−0.4% | Reduced |
| Natixis Advisors, L.P. | 10,552 | $478.0K | 0.00% | −1,035−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 10,483 | $475.3K | 0.00% | +703+7.2% | Added |
| Everence Capital Management Inc | 10,230 | $464.0K | 0.04% | 00.0% | Unchanged |
| Pillar Wealth Advisors, LLC | 10,027 | $454.6K | 0.44% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 9,940 | $451.0K | 0.00% | +13+0.1% | Added |
| Winton Group Ltd | 9,730 | $441.2K | 0.03% | −55,245−85.0% | Reduced |
| ProShare Advisors LLC | 9,681 | $438.9K | 0.00% | +983+11.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,372 | $424.9K | 0.00% | +844+9.9% | Added |
| Susquehanna International Group, LLP | 9,331 | $423.1K | 0.00% | −22,251−70.5% | Reduced |
| Engineers Gate Manager LP | 9,304 | $421.8K | 0.03% | +3,696+65.9% | Added |
| Handelsbanken Fonder AB | 9,205 | $417.0K | 0.00% | 00.0% | Unchanged |
| Tower Bridge Advisors | 8,632 | $391.4K | 0.03% | 00.0% | Unchanged |
| Henshaw Capital LLC | 8,478 | $384.4K | 0.03% | −1,888−18.2% | Reduced |
| BNP Paribas Arbitrage, SA | 8,325 | $377.5K | 0.00% | −11,921−58.9% | Reduced |
| State of Wisconsin Investment Board | 7,917 | $359.0K | 0.00% | −4,140−34.3% | Reduced |
| Diversified Trust Co | 7,674 | $348.0K | 0.01% | +1,700+28.5% | Added |
| Centiva Capital, LP | 7,450 | $337.8K | 0.03% | +7,450 | New |
| Pictet Asset Management SA | 7,225 | $328.0K | 0.00% | +7,225 | New |
| Teacher Retirement System of Texas | 7,107 | $322.0K | 0.00% | −2,149−23.2% | Reduced |
| CIBC Asset Management Inc | 7,018 | $318.2K | 0.00% | +1,434+25.7% | Added |
| SeaCrest Wealth Management, LLC | 6,933 | $314.3K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 6,904 | $312.9K | 0.00% | +499+7.8% | Added |
| Veritable, L.P. | 6,769 | $306.9K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 32,932 | $296.6K | 0.01% | +525+1.6% | Added |
| Bank of Montreal | 5,800 | $283.9K | 0.00% | −533−8.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 5,922 | $268.5K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,754 | $261.0K | 0.00% | −49−0.8% | Reduced |
| KBC Group NV | 5,527 | $251.0K | 0.00% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,459 | $247.5K | 0.10% | +18+0.3% | Added |
| Ameritas Investment Partners, Inc. | 4,831 | $233.5K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,042 | $229.0K | 0.01% | −502−9.1% | Reduced |
| Profund Advisors LLC | 4,851 | $219.9K | 0.01% | −51−1.0% | Reduced |
| Keybank National Association | 4,696 | $212.9K | 0.00% | −842−15.2% | Reduced |
| Affinity Wealth Management LLC | 4,601 | $208.6K | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 4,572 | $207.0K | 0.00% | −2,807−38.0% | Reduced |
| Jacobi Capital Management LLC | 4,500 | $204.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,492 | $204.0K | 0.00% | −64−1.4% | Reduced |
| DF Dent & Co Inc | 4,469 | $202.6K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,885 | $176.1K | 0.01% | +176+4.7% | Added |
| US Bancorp | 3,868 | $175.4K | 0.00% | −1,156−23.0% | Reduced |
| SG Americas Securities, LLC | 3,283 | $149.0K | 0.00% | −9,996−75.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,019 | $136.9K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,780 | $126.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,520 | $114.0K | 0.11% | 00.0% | Unchanged |
| STRS Ohio | 2,100 | $95.0K | 0.00% | −1,500−41.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,896 | $86.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,672 | $75.8K | 0.01% | −378−18.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,555 | $70.5K | 0.06% | −185−10.6% | Reduced |
| First Horizon Advisors, Inc. | 1,419 | $64.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,199 | $54.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,099 | $49.8K | 0.00% | −25−2.2% | Reduced |
| Key Financial Inc | 980 | $45.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $45.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 871 | $39.5K | 0.02% | +69+8.6% | Added |
| Public Employees Retirement System of Ohio | 472 | $21.0K | 0.00% | −956−66.9% | Reduced |
| Sutton Wealth Advisors Inc. | 453 | $20.5K | 0.01% | +2+0.4% | Added |
| Belpointe Asset Management LLC | 400 | $18.1K | 0.00% | +400 | New |
| CWM, LLC | 337 | $15.0K | 0.00% | −27−7.4% | Reduced |
| Proequities, Inc. | 307 | $13.9K | 0.00% | −21−6.4% | Reduced |
| Zions Bancorporation, N.A. | 303 | $13.7K | 0.00% | +303 | New |
| Rockefeller Capital Management L.P. | 302 | $13.0K | 0.00% | −105−25.8% | Reduced |
| Meeder Asset Management Inc | 286 | $13.0K | 0.00% | −574−66.7% | Reduced |
| State of Wyoming | 280 | $12.7K | 0.00% | +280 | New |
| TCI Wealth Advisors, Inc. | 276 | $12.5K | 0.00% | −1−0.4% | Reduced |