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 |
|---|---|---|---|---|---|
| Cornercap Investment Counsel Inc | 13,549 | $509.6K | 0.09% | +13,549 | New |
| Occudo Quantitative Strategies LP | 13,758 | $517.4K | 0.05% | +13,758 | New |
| LPL Financial LLC | 13,837 | $520.4K | 0.00% | −1,450−9.5% | Reduced |
| Gsa Capital Partners LLP | 14,006 | $527.0K | 0.05% | +14,006 | New |
| DuPont Capital Management Corp | 16,003 | $601.9K | 0.03% | −304−1.9% | Reduced |
| State Board of Administration of Florida Retirement System | 16,040 | $603.3K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 16,785 | $631.3K | 0.00% | +4,094+32.3% | Added |
| Commonwealth Equity Services, LLC | 16,934 | $636.0K | 0.00% | +1,031+6.5% | Added |
| Advisors Asset Management, Inc. | 17,118 | $643.8K | 0.01% | −323−1.9% | Reduced |
| Sageworth Trust Co | 17,605 | $662.1K | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 17,620 | $662.7K | 0.00% | +17,620 | New |
| Arizona State Retirement System | 17,846 | $671.2K | 0.01% | −75−0.4% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $715.0K | 0.42% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 19,744 | $742.6K | 0.01% | −750−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 19,842 | $746.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 21,247 | $799.1K | 0.05% | +11,517+118.4% | Added |
| Susquehanna Fundamental Investments, LLC | 22,039 | $828.9K | 0.02% | −6,420−22.6% | Reduced |
| Royce & Associates LP | 22,500 | $846.2K | 0.01% | −10,052−30.9% | Reduced |
| Salzhauer Michael | 22,977 | $864.2K | 0.79% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,430 | $881.2K | 0.00% | −21,198−47.5% | Reduced |
| State of Tennessee, Treasury Department | 23,643 | $889.2K | 0.00% | −21,665−47.8% | Reduced |
| Voya Investment Management LLC | 24,725 | $929.9K | 0.00% | −123−0.5% | Reduced |
| Maryland State Retirement & Pension System | 24,811 | $933.1K | 0.02% | −541−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 25,800 | $970.3K | 0.00% | +600+2.4% | Added |
| Amalgamated Bank | 25,880 | $973.0K | 0.01% | −2,224−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.03M | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 28,280 | $1.06M | 0.04% | +17,568+164.0% | Added |
| New York State Teachers Retirement System | 28,540 | $1.07M | 0.00% | −700−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 28,679 | $1.08M | 0.00% | −18−0.1% | Reduced |
| Louisiana State Employees Retirement System | 28,700 | $1.08M | 0.03% | −600−2.0% | Reduced |
| Keeley-Teton Advisors, LLC | 29,519 | $1.11M | 0.14% | 00.0% | Unchanged |
| Citigroup Inc | 29,529 | $1.11M | 0.00% | −8,240−21.8% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.13M | 0.14% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 30,763 | $1.16M | 0.01% | +30,763 | New |
| MetLife Investment Management | 32,039 | $1.20M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 32,506 | $1.22M | 0.01% | +32,506 | New |
| Private Advisor Group, LLC | 32,935 | $1.24M | 0.01% | +30.0% | Added |
| American International Group, Inc. | 33,479 | $1.26M | 0.01% | +149+0.4% | Added |
| Yousif Capital Management, LLC | 34,621 | $1.30M | 0.02% | −4,465−11.4% | Reduced |
| BNP Paribas Arbitrage, SA | 34,816 | $1.31M | 0.00% | +26,491+318.2% | Added |
| Corbyn Investment Management Inc | 35,685 | $1.34M | 0.54% | +19+0.1% | Added |
| Squarepoint Ops LLC | 37,800 | $1.42M | 0.01% | +37,800 | New |
| UBS Group AG | 38,814 | $1.46M | 0.00% | +8,879+29.7% | Added |
| Susquehanna International Group, LLP | 38,938 | $1.46M | 0.00% | +29,607+317.3% | Added |
| Hennessy Advisors Inc | 40,000 | $1.50M | 0.11% | −25,000−38.5% | Reduced |
| Trexquant Investment LP | 40,459 | $1.52M | 0.04% | +40,459 | New |
| State of Alaska, Department of Revenue | 42,191 | $1.59M | 0.02% | −694−1.6% | Reduced |
| SEI Investments Co | 42,195 | $1.59M | 0.00% | +6,380+17.8% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $1.65M | 0.60% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 44,810 | $1.69M | 0.03% | −1,097−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 48,762 | $1.83M | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 49,945 | $1.88M | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 52,942 | $1.99M | 0.05% | +2,444+4.8% | Added |
| Barclays PLC | 54,413 | $2.05M | 0.00% | +24,708+83.2% | Added |
| Qube Research & Technologies Ltd | 54,854 | $2.06M | 0.01% | +41,200+301.7% | Added |
| Texas Permanent School Fund | 55,254 | $2.08M | 0.02% | +13,850+33.5% | Added |
| ExodusPoint Capital Management, LP | 57,473 | $2.16M | 0.02% | +52,901+1,157.1% | Added |
| Great West Life Assurance Co | 59,142 | $2.22M | 0.01% | −3,945−6.3% | Reduced |
| Engineers Gate Manager LP | 64,215 | $2.42M | 0.10% | +54,911+590.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,236 | $2.45M | 0.02% | −676−1.0% | Reduced |
| Thrivent Financial for Lutherans | 65,418 | $2.46M | 0.01% | +2,245+3.6% | Added |
| Modera Wealth Management, LLC | 65,984 | $2.48M | 0.10% | +90+0.1% | Added |
| Prudential Financial Inc | 68,343 | $2.57M | 0.00% | +6,180+9.9% | Added |
| UBS Asset Management Americas Inc | 68,912 | $2.59M | 0.00% | +2,085+3.1% | Added |
| Bryn Mawr Trust Co | 74,276 | $2.79M | 0.12% | −3,044−3.9% | Reduced |
| Brandywine Global Investment Management, LLC | 75,015 | $2.82M | 0.02% | −87−0.1% | Reduced |
| Stifel Financial Corp | 75,058 | $2.82M | 0.00% | +526+0.7% | Added |
| Credit Suisse AG | 75,237 | $2.83M | 0.00% | +1,922+2.6% | Added |
| Royal Bank of Canada | 75,586 | $2.84M | 0.00% | +4,563+6.4% | Added |
| California State Teachers Retirement System | 76,906 | $2.89M | 0.00% | −2,821−3.5% | Reduced |
| First Trust Advisors LP | 80,628 | $3.03M | 0.00% | +19,451+31.8% | Added |
| Envestnet Asset Management Inc | 90,088 | $3.39M | 0.00% | +4,301+5.0% | Added |
| North Star Asset Management Inc | 101,504 | $3.82M | 0.22% | −75,923−42.8% | Reduced |
| Crawford Investment Counsel Inc | 110,487 | $4.16M | 0.09% | +1,080+1.0% | Added |
| Raymond James & Associates | 121,230 | $4.56M | 0.00% | +8,207+7.3% | Added |
| Aristotle Capital Boston, LLC | 122,226 | $4.60M | 0.14% | +3,863+3.3% | Added |
| Tudor Investment Corp Et Al | 127,349 | $4.79M | 0.09% | +127,349 | New |
| Public Sector Pension Investment Board | 130,361 | $4.90M | 0.04% | −3,683−2.7% | Reduced |
| Swiss National Bank | 132,940 | $5.00M | 0.00% | −20,400−13.3% | Reduced |
| Clearbridge Investments, LLC | 151,741 | $5.71M | 0.01% | −191,815−55.8% | Reduced |
| Lord, Abbett & Co. LLC | 167,684 | $6.31M | 0.02% | −1,300−0.8% | Reduced |
| Wellington Management Group LLP | 169,077 | $6.36M | 0.00% | −2,039−1.2% | Reduced |
| Legal & General Group Plc | 179,338 | $6.74M | 0.00% | −1,232−0.7% | Reduced |
| American Century Companies Inc | 181,969 | $6.82M | 0.01% | +6,833+3.9% | Added |
| HSBC Holdings PLC | 195,321 | $7.36M | 0.01% | +90,200+85.8% | Added |
| Deutsche Bank AG | 199,094 | $7.49M | 0.00% | +55,549+38.7% | Added |
| Price T Rowe Associates Inc | 202,557 | $7.62M | 0.00% | +12,603+6.6% | Added |
| Nuveen Asset Management, LLC | 204,196 | $7.68M | 0.00% | +12,460+6.5% | Added |
| Rhumbline Advisers | 204,748 | $7.70M | 0.01% | +10,425+5.4% | Added |
| Renaissance Technologies LLC | 235,655 | $8.86M | 0.01% | −68,471−22.5% | Reduced |
| Loomis Sayles & Co L P | 249,748 | $9.39M | 0.02% | −6,348−2.5% | Reduced |
| New York State Common Retirement Fund | 250,138 | $9.41M | 0.01% | −11,178−4.3% | Reduced |
| Wells Fargo & Company | 257,493 | $9.68M | 0.00% | +32,612+14.5% | Added |
| Eagle Asset Management Inc | 280,302 | $10.5M | 0.06% | +46,642+20.0% | Added |
| JPMorgan Chase & Co | 291,259 | $11.0M | 0.00% | +8,468+3.0% | Added |
| Millennium Management LLC | 329,106 | $12.4M | 0.01% | +225,511+217.7% | Added |
| Earnest Partners LLC | 339,933 | $12.8M | 0.07% | −3,772−1.1% | Reduced |
| Principal Financial Group Inc | 372,303 | $14.0M | 0.01% | −3,857−1.0% | Reduced |
| Morgan Stanley | 386,010 | $14.5M | 0.00% | −20,269−5.0% | Reduced |
| Goldman Sachs Group Inc | 457,775 | $17.2M | 0.00% | −283,760−38.3% | Reduced |