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, Q1 2023
Institutional positions in WSFS Financial Corp as of Mar 31, 2023. 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
- 226
- −4 vs. Q4 2022
- Shares held
- 54.2M
- −113.5K (−0.2%) vs. Q4 2022
- Total value
- $2.04B
- −$422.8M (−17.2%) vs. Q4 2022
- New holders
- 23
- 73 more added
- Sold out
- 27
- 81 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,058,096 | $340.7M | 0.01% | +116,099+1.3% | Added |
| Vanguard Group Inc | 7,122,021 | $267.9M | 0.01% | +60,901+0.9% | Added |
| Dimensional Fund Advisors LP | 3,674,417 | $138.2M | 0.05% | −28,287−0.8% | Reduced |
| State Street Corp | 2,930,306 | $110.2M | 0.01% | +304,198+11.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,506,404 | $94.3M | 0.07% | −458,865−15.5% | Reduced |
| Franklin Resources Inc | 2,366,472 | $89.0M | 0.04% | −6,010−0.3% | Reduced |
| Macquarie Group Ltd | 2,025,265 | $76.2M | 0.09% | −52,820−2.5% | Reduced |
| Champlain Investment Partners, LLC | 1,247,215 | $46.9M | 0.30% | −43,710−3.4% | Reduced |
| Geode Capital Management, LLC | 1,233,043 | $46.4M | 0.01% | +43,340+3.6% | Added |
| Pzena Investment Management LLC | 1,051,347 | $39.5M | 0.17% | −46,869−4.3% | Reduced |
| Cooke & Bieler LP | 1,048,809 | $39.4M | 0.38% | −47,140−4.3% | Reduced |
| Alliancebernstein L.P. | 957,748 | $36.0M | 0.02% | −58,183−5.7% | Reduced |
| Northern Trust Corp | 862,297 | $32.4M | 0.01% | −13,039−1.5% | Reduced |
| Manufacturers Life Insurance Company, The | 861,509 | $32.4M | 0.02% | −20,289−2.3% | Reduced |
| Bank of America Corp | 850,125 | $32.0M | 0.00% | +93,529+12.4% | Added |
| Palisade Capital Management LLC | 843,238 | $31.7M | 0.86% | +19,497+2.4% | Added |
| Janus Henderson Group PLC | 791,181 | $29.8M | 0.02% | −164,210−17.2% | Reduced |
| Brown Advisory Inc | 733,777 | $27.6M | 0.05% | −74,200−9.2% | Reduced |
| Ameriprise Financial Inc | 714,661 | $26.9M | 0.01% | +16,781+2.4% | Added |
| Invesco Ltd. | 671,369 | $25.3M | 0.01% | −173,578−20.5% | Reduced |
| Norges Bank | 659,663 | $24.8M | 0.01% | +22,800+3.6% | Added |
| Jennison Associates LLC | 645,810 | $24.3M | 0.02% | +258,688+66.8% | Added |
| Bank of New York Mellon Corp | 638,857 | $24.0M | 0.01% | −25,685−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 570,166 | $21.4M | 0.01% | +5,235+0.9% | Added |
| Frontier Capital Management Co LLC | 538,945 | $20.3M | 0.21% | −6,005−1.1% | Reduced |
| Goldman Sachs Group Inc | 457,775 | $17.2M | 0.00% | −283,760−38.3% | Reduced |
| Morgan Stanley | 386,010 | $14.5M | 0.00% | −20,269−5.0% | Reduced |
| Principal Financial Group Inc | 372,303 | $14.0M | 0.01% | −3,857−1.0% | Reduced |
| Earnest Partners LLC | 339,933 | $12.8M | 0.07% | −3,772−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 335,368 | $12.6M | 0.02% | −2,600−0.8% | Reduced |
| Millennium Management LLC | 329,106 | $12.4M | 0.01% | +225,511+217.7% | Added |
| JPMorgan Chase & Co | 291,259 | $11.0M | 0.00% | +8,468+3.0% | Added |
| Eagle Asset Management Inc | 280,302 | $10.5M | 0.06% | +46,642+20.0% | Added |
| Wells Fargo & Company | 257,493 | $9.68M | 0.00% | +32,612+14.5% | Added |
| New York State Common Retirement Fund | 250,138 | $9.41M | 0.01% | −11,178−4.3% | Reduced |
| Loomis Sayles & Co L P | 249,748 | $9.39M | 0.02% | −6,348−2.5% | Reduced |
| Renaissance Technologies LLC | 235,655 | $8.86M | 0.01% | −68,471−22.5% | Reduced |
| Rhumbline Advisers | 204,748 | $7.70M | 0.01% | +10,425+5.4% | Added |
| Nuveen Asset Management, LLC | 204,196 | $7.68M | 0.00% | +12,460+6.5% | Added |
| Price T Rowe Associates Inc | 202,557 | $7.62M | 0.00% | +12,603+6.6% | Added |
| Deutsche Bank AG | 199,094 | $7.49M | 0.00% | +55,549+38.7% | Added |
| HSBC Holdings PLC | 195,321 | $7.36M | 0.01% | +90,200+85.8% | Added |
| American Century Companies Inc | 181,969 | $6.82M | 0.01% | +6,833+3.9% | Added |
| Legal & General Group Plc | 179,338 | $6.74M | 0.00% | −1,232−0.7% | Reduced |
| Wellington Management Group LLP | 169,077 | $6.36M | 0.00% | −2,039−1.2% | Reduced |
| Clearbridge Investments, LLC | 151,741 | $5.71M | 0.01% | −191,815−55.8% | Reduced |
| Brandywine Global Investment Management, LLC | 150,030 | $5.64M | 0.02% | +74,928+99.8% | Added |
| Swiss National Bank | 132,940 | $5.00M | 0.00% | −20,400−13.3% | Reduced |
| Public Sector Pension Investment Board | 130,361 | $4.90M | 0.04% | −3,683−2.7% | Reduced |
| Tudor Investment Corp Et Al | 127,349 | $4.79M | 0.09% | +127,349 | New |
| Aristotle Capital Boston, LLC | 122,226 | $4.60M | 0.14% | +3,863+3.3% | Added |
| Raymond James & Associates | 121,230 | $4.56M | 0.00% | +8,207+7.3% | Added |
| Crawford Investment Counsel Inc | 110,487 | $4.16M | 0.09% | +1,080+1.0% | Added |
| North Star Asset Management Inc | 101,504 | $3.82M | 0.22% | −75,923−42.8% | Reduced |
| Envestnet Asset Management Inc | 90,088 | $3.39M | 0.00% | +4,301+5.0% | Added |
| First Trust Advisors LP | 80,628 | $3.03M | 0.00% | +19,451+31.8% | Added |
| California State Teachers Retirement System | 76,906 | $2.89M | 0.00% | −2,821−3.5% | Reduced |
| Royal Bank of Canada | 75,586 | $2.84M | 0.00% | +4,563+6.4% | Added |
| Credit Suisse AG | 75,237 | $2.83M | 0.00% | +1,922+2.6% | Added |
| Stifel Financial Corp | 75,058 | $2.82M | 0.00% | +526+0.7% | Added |
| Bryn Mawr Trust Co | 74,276 | $2.79M | 0.12% | −3,044−3.9% | Reduced |
| UBS Asset Management Americas Inc | 68,912 | $2.59M | 0.00% | +2,085+3.1% | Added |
| Prudential Financial Inc | 68,343 | $2.57M | 0.00% | +6,180+9.9% | Added |
| Modera Wealth Management, LLC | 65,984 | $2.48M | 0.10% | +90+0.1% | Added |
| Thrivent Financial for Lutherans | 65,418 | $2.46M | 0.01% | +2,245+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,236 | $2.45M | 0.02% | −676−1.0% | Reduced |
| Engineers Gate Manager LP | 64,215 | $2.42M | 0.10% | +54,911+590.2% | Added |
| Great West Life Assurance Co | 59,142 | $2.22M | 0.01% | −3,945−6.3% | Reduced |
| ExodusPoint Capital Management, LP | 57,473 | $2.16M | 0.02% | +52,901+1,157.1% | Added |
| Texas Permanent School Fund | 55,254 | $2.08M | 0.02% | +13,850+33.5% | Added |
| Qube Research & Technologies Ltd | 54,854 | $2.06M | 0.01% | +41,200+301.7% | Added |
| Barclays PLC | 54,413 | $2.05M | 0.00% | +24,708+83.2% | Added |
| Hantz Financial Services, Inc. | 52,942 | $1.99M | 0.05% | +2,444+4.8% | Added |
| AE Wealth Management LLC | 49,945 | $1.88M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 48,762 | $1.83M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 44,810 | $1.69M | 0.03% | −1,097−2.4% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.65M | 0.60% | 00.0% | Unchanged |
| SEI Investments Co | 42,195 | $1.59M | 0.00% | +6,380+17.8% | Added |
| State of Alaska, Department of Revenue | 42,191 | $1.59M | 0.02% | −694−1.6% | Reduced |
| Trexquant Investment LP | 40,459 | $1.52M | 0.04% | +40,459 | New |
| Hennessy Advisors Inc | 40,000 | $1.50M | 0.11% | −25,000−38.5% | Reduced |
| Susquehanna International Group, LLP | 38,938 | $1.46M | 0.00% | +29,607+317.3% | Added |
| UBS Group AG | 38,814 | $1.46M | 0.00% | +8,879+29.7% | Added |
| Squarepoint Ops LLC | 37,800 | $1.42M | 0.01% | +37,800 | New |
| Corbyn Investment Management Inc | 35,685 | $1.34M | 0.54% | +19+0.1% | Added |
| BNP Paribas Arbitrage, SA | 34,816 | $1.31M | 0.00% | +26,491+318.2% | Added |
| Yousif Capital Management, LLC | 34,621 | $1.30M | 0.02% | −4,465−11.4% | Reduced |
| American International Group, Inc. | 33,479 | $1.26M | 0.01% | +149+0.4% | Added |
| Private Advisor Group, LLC | 32,935 | $1.24M | 0.01% | +30.0% | Added |
| Rafferty Asset Management, LLC | 32,506 | $1.22M | 0.01% | +32,506 | New |
| MetLife Investment Management | 32,039 | $1.20M | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 30,763 | $1.16M | 0.01% | +30,763 | New |
| Verdence Capital Advisors LLC | 30,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 29,529 | $1.11M | 0.00% | −8,240−21.8% | Reduced |
| Keeley-Teton Advisors, LLC | 29,519 | $1.11M | 0.14% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,700 | $1.08M | 0.03% | −600−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 28,679 | $1.08M | 0.00% | −18−0.1% | Reduced |
| New York State Teachers Retirement System | 28,540 | $1.07M | 0.00% | −700−2.4% | Reduced |
| Ergoteles LLC | 28,280 | $1.06M | 0.04% | +17,568+164.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.03M | 0.00% | 00.0% | Unchanged |