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, 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
- 54.0M
- −197.8K (−0.4%) vs. Q4 2022
- Total value
- $2.03B
- −$425.2M (−17.3%) vs. Q4 2022
- New holders
- 23
- 71 more added
- Sold out
- 27
- 84 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $150 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $451 | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 12 | $452 | 0.00% | −4−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $527 | 0.00% | −113−89.0% | Reduced |
| Schubert & Co | 22 | $828 | 0.00% | −28−56.0% | Reduced |
| Signaturefd, LLC | 26 | $978 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 40 | $1.50K | 0.00% | −62−60.8% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $1.58K | 0.00% | +2+5.0% | Added |
| Carmichael Hill & Associates, Inc. | 44 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 50 | $1.88K | 0.00% | −27−35.1% | Reduced |
| Harbour Investments, Inc. | 70 | $2.63K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $2.71K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 73 | $2.75K | 0.00% | +73 | New |
| Belpointe Asset Management LLC | 75 | $2.82K | 0.00% | −325−81.3% | Reduced |
| Lindbrook Capital, LLC | 78 | $2.93K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 175 | $3.00K | 0.00% | −13,820−98.7% | Reduced |
| First Personal Financial Services | 88 | $3.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $3.67K | 0.00% | −90−47.9% | Reduced |
| Private Trust Co NA | 109 | $4.10K | 0.00% | −110−50.2% | Reduced |
| Parkside Financial Bank & Trust | 113 | $4.25K | 0.00% | +2+1.8% | Added |
| Bessemer Group Inc | 136 | $5.00K | 0.00% | +136 | New |
| AdvisorNet Financial, Inc | 180 | $6.77K | 0.00% | −13−6.7% | Reduced |
| Fifth Third Bancorp | 205 | $7.71K | 0.00% | +205 | New |
| CWM, LLC | 203 | $8.00K | 0.00% | −134−39.8% | Reduced |
| Parallel Advisors, LLC | 251 | $9.45K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 275 | $10.3K | 0.00% | −1−0.4% | Reduced |
| Proequities, Inc. | 289 | $10.9K | 0.00% | −18−5.9% | Reduced |
| Public Employees Retirement System of Ohio | 489 | $18.0K | 0.00% | +17+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 501 | $18.8K | 0.00% | −598−54.4% | Reduced |
| State of Wyoming | 611 | $23.0K | 0.01% | +331+118.2% | Added |
| Lazard Asset Management LLC | 643 | $24.0K | 0.00% | +643 | New |
| STRS Ohio | 700 | $26.0K | 0.00% | −1,400−66.7% | Reduced |
| Eagle Bay Advisors LLC | 849 | $31.9K | 0.02% | −22−2.5% | Reduced |
| Quarry LP | 951 | $35.8K | 0.02% | +951 | New |
| Key Financial Inc | 980 | $36.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $37.6K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,258 | $47.3K | 0.03% | +1,157+1,145.5% | Added |
| Global Retirement Partners, LLC | 1,440 | $47.8K | 0.00% | +241+20.1% | Added |
| First Horizon Advisors, Inc. | 1,419 | $53.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,672 | $62.9K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,905 | $72.0K | 0.00% | +9+0.5% | Added |
| McClarren Financial Advisors, Inc. | 2,520 | $94.0K | 0.09% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,500 | $94.0K | 0.00% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 2,674 | $101.0K | 0.00% | +2,428+987.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,780 | $104.6K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,888 | $108.6K | 0.10% | +2,888 | New |
| Blue Bell Private Wealth Management, LLC | 3,019 | $113.5K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 3,054 | $114.9K | 0.00% | −814−21.0% | Reduced |
| Metropolitan Life Insurance Co | 3,250 | $122.2K | 0.01% | −635−16.3% | Reduced |
| Dark Forest Capital Management LP | 3,714 | $139.7K | 0.03% | +3,714 | New |
| Ameritas Investment Partners, Inc. | 4,831 | $181.7K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,922 | $185.1K | 0.00% | −47,591−90.6% | Reduced |
| KBC Group NV | 5,126 | $193.0K | 0.00% | −401−7.3% | Reduced |
| Allegheny Financial Group LTD | 5,475 | $205.9K | 0.08% | +16+0.3% | Added |
| Profund Advisors LLC | 5,799 | $218.1K | 0.01% | +948+19.5% | Added |
| XTX Topco Ltd | 5,843 | $219.8K | 0.05% | +5,843 | New |
| CIBC Asset Management Inc | 6,732 | $253.2K | 0.00% | −286−4.1% | Reduced |
| Veritable, L.P. | 6,769 | $254.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,006 | $263.0K | 0.00% | +1,252+21.8% | Added |
| Buckingham Strategic Wealth, LLC | 5,922 | $268.5K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 7,225 | $271.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,648 | $288.0K | 0.00% | +4,365+133.0% | Added |
| Diversified Trust Co | 7,674 | $288.6K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 7,716 | $290.2K | 0.10% | −3,666−32.2% | Reduced |
| Bank of Montreal | 7,762 | $296.7K | 0.00% | +1,962+33.8% | Added |
| Amundi | 8,401 | $304.4K | 0.00% | +8,401 | New |
| Tower Bridge Advisors | 8,232 | $309.6K | 0.03% | −400−4.6% | Reduced |
| Henshaw Capital LLC | 8,478 | $318.9K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,886 | $334.2K | 0.01% | +8,886 | New |
| ProShare Advisors LLC | 8,894 | $334.5K | 0.00% | −787−8.1% | Reduced |
| State of Wisconsin Investment Board | 8,956 | $336.8K | 0.00% | +1,039+13.1% | Added |
| FMR LLC | 9,190 | $345.6K | 0.00% | −2,451−21.1% | Reduced |
| Handelsbanken Fonder AB | 9,205 | $346.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,453 | $355.5K | 0.00% | +81+0.9% | Added |
| Graham Capital Management, L.P. | 9,710 | $365.2K | 0.01% | +9,710 | New |
| Janney Montgomery Scott LLC | 10,013 | $377.0K | 0.00% | +73+0.7% | Added |
| Pillar Wealth Advisors, LLC | 10,027 | $377.1K | 0.38% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,230 | $385.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,313 | $388.0K | 0.00% | +3,206+45.1% | Added |
| First Hawaiian Bank | 10,492 | $394.6K | 0.01% | −115−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 10,552 | $396.8K | 0.00% | +69+0.7% | Added |
| ARGA Investment Management, LP | 10,848 | $408.0K | 0.02% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,876 | $409.0K | 0.31% | +10.0% | Added |
| Public Employees Retirement Association of Colorado | 10,928 | $411.0K | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 11,115 | $418.0K | 0.15% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,483 | $431.9K | 0.00% | −7,620−39.9% | Reduced |
| Captrust Financial Advisors | 11,615 | $436.8K | 0.00% | +252+2.2% | Added |
| Univest Financial Corp | 11,886 | $447.0K | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $454.1K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 12,146 | $456.8K | 0.00% | −4,567−27.3% | Reduced |
| First Republic Investment Management, Inc. | 12,269 | $461.4K | 0.00% | −724−5.6% | Reduced |
| Mutual of America Capital Management LLC | 12,688 | $477.2K | 0.01% | −219−1.7% | Reduced |
| Ironwood Investment Management LLC | 13,095 | $492.5K | 0.31% | 00.0% | Unchanged |