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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 251 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 246 | $11.0K | 0.00% | −6,755−96.5% | Reduced |
| Private Trust Co NA | 219 | $10.0K | 0.00% | −57−20.7% | Reduced |
| AdvisorNet Financial, Inc | 193 | $8.75K | 0.00% | +13+7.2% | Added |
| Versant Capital Management, Inc | 188 | $8.52K | 0.00% | +87+86.1% | Added |
| EverSource Wealth Advisors, LLC | 127 | $5.76K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 111 | $5.03K | 0.00% | −6−5.1% | Reduced |
| Quadrant Capital Group LLC | 102 | $4.63K | 0.00% | +3+3.0% | Added |
| Grey Fox Wealth Advisors, LLC | 101 | $4.58K | 0.00% | +101 | New |
| First Personal Financial Services | 88 | $3.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $3.54K | 0.00% | −2−2.5% | Reduced |
| Ellevest, Inc. | 77 | $3.49K | 0.00% | −6−7.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 72 | $3.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $3.17K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 59 | $2.67K | 0.00% | +59 | New |
| Schubert & Co | 50 | $2.27K | 0.00% | +1+2.0% | Added |
| Farmers & Merchants Investments Inc | 48 | $2.18K | 0.00% | +5+11.6% | Added |
| Carmichael Hill & Associates, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $1.81K | 0.00% | −8−16.7% | Reduced |
| First Manhattan Co | 30 | $1.36K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 26 | $1.18K | 0.00% | −1−3.7% | 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 |
| SJS Investment Consulting Inc. | 16 | $725 | 0.00% | −15−48.4% | Reduced |
| Disciplined Investments, LLC | 10 | $453 | 0.00% | −4−28.6% | Reduced |
| Sofos Investments, Inc. | 45 | $314 | 0.00% | +45 | New |
| Hexagon Capital Partners LLC | 6 | $272 | 0.00% | +4+200.0% | Added |
| Glassman Wealth Services | 4 | $181 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | – | – | +3 | New |
| Tfo-TDC, LLC | 2 | – | – | +2 | New |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −97,150−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,763−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −21,401−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −17,495−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −7,834−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,257−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −5,534−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |