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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.

Institutional holdersQ1 2023: 226 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ1 2023: $2.03B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2022.

Institutions holding WSFS in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Amalgamated Bank25,880$973.0K0.01%−2,224−7.9%Reduced
Ensign Peak Advisors, Inc25,800$970.3K0.00%+600+2.4%Added
Maryland State Retirement & Pension System24,811$933.1K0.02%−541−2.1%Reduced
Voya Investment Management LLC24,725$929.9K0.00%−123−0.5%Reduced
State of Tennessee, Treasury Department23,643$889.2K0.00%−21,665−47.8%Reduced
Russell Investments Group, Ltd.23,430$881.2K0.00%−21,198−47.5%Reduced
Salzhauer Michael22,977$864.2K0.79%00.0%Unchanged
Royce & Associates LP22,500$846.2K0.01%−10,052−30.9%Reduced
Susquehanna Fundamental Investments, LLC22,039$828.9K0.02%−6,420−22.6%Reduced
Winton Group Ltd21,247$799.1K0.05%+11,517+118.4%Added
Teachers Retirement System of the State of Kentucky19,842$746.0K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund19,744$742.6K0.01%−750−3.7%Reduced
Lountzis Asset Management, LLC19,000$715.0K0.42%00.0%Unchanged
Arizona State Retirement System17,846$671.2K0.01%−75−0.4%Reduced
Assenagon Asset Management S.A.17,620$662.7K0.00%+17,620New
Sageworth Trust Co17,605$662.1K0.05%00.0%Unchanged
Advisors Asset Management, Inc.17,118$643.8K0.01%−323−1.9%Reduced
Commonwealth Equity Services, LLC16,934$636.0K0.00%+1,031+6.5%Added
Victory Capital Management Inc16,785$631.3K0.00%+4,094+32.3%Added
State Board of Administration of Florida Retirement System16,040$603.3K0.00%00.0%Unchanged
DuPont Capital Management Corp16,003$601.9K0.03%−304−1.9%Reduced
Gsa Capital Partners LLP14,006$527.0K0.05%+14,006New
LPL Financial LLC13,837$520.4K0.00%−1,450−9.5%Reduced
Occudo Quantitative Strategies LP13,758$517.4K0.05%+13,758New
Cornercap Investment Counsel Inc13,549$509.6K0.09%+13,549New
Ironwood Investment Management LLC13,095$492.5K0.31%00.0%Unchanged
Mutual of America Capital Management LLC12,688$477.2K0.01%−219−1.7%Reduced
First Republic Investment Management, Inc.12,269$461.4K0.00%−724−5.6%Reduced
Truist Financial Corp12,146$456.8K0.00%−4,567−27.3%Reduced
Marshall Financial Group Inc12,075$454.1K0.18%00.0%Unchanged
Univest Financial Corp11,886$447.0K0.14%00.0%Unchanged
Captrust Financial Advisors11,615$436.8K0.00%+252+2.2%Added
Los Angeles Capital Management LLC11,483$431.9K0.00%−7,620−39.9%Reduced
Westover Capital Advisors, LLC11,115$418.0K0.15%00.0%Unchanged
Public Employees Retirement Association of Colorado10,928$411.0K0.00%00.0%Unchanged
Lokken Investment Group LLC10,876$409.0K0.31%+10.0%Added
ARGA Investment Management, LP10,848$408.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.10,552$396.8K0.00%+69+0.7%Added
First Hawaiian Bank10,492$394.6K0.01%−115−1.1%Reduced
Teacher Retirement System of Texas10,313$388.0K0.00%+3,206+45.1%Added
Everence Capital Management Inc10,230$385.0K0.03%00.0%Unchanged
Pillar Wealth Advisors, LLC10,027$377.1K0.38%00.0%Unchanged
Janney Montgomery Scott LLC10,013$377.0K0.00%+73+0.7%Added
Graham Capital Management, L.P.9,710$365.2K0.01%+9,710New
Zurcher Kantonalbank (Zurich Cantonalbank)9,453$355.5K0.00%+81+0.9%Added
Handelsbanken Fonder AB9,205$346.0K0.00%00.0%Unchanged
FMR LLC9,190$345.6K0.00%−2,451−21.1%Reduced
State of Wisconsin Investment Board8,956$336.8K0.00%+1,039+13.1%Added
ProShare Advisors LLC8,894$334.5K0.00%−787−8.1%Reduced
Equitable Holdings, Inc.8,886$334.2K0.01%+8,886New
Henshaw Capital LLC8,478$318.9K0.02%00.0%Unchanged
Tower Bridge Advisors8,232$309.6K0.03%−400−4.6%Reduced
Amundi8,401$304.4K0.00%+8,401New
Bank of Montreal7,762$296.7K0.00%+1,962+33.8%Added
Hamilton Capital Partners Inc.7,716$290.2K0.10%−3,666−32.2%Reduced
Diversified Trust Co7,674$288.6K0.01%00.0%Unchanged
SG Americas Securities, LLC7,648$288.0K0.00%+4,365+133.0%Added
Pictet Asset Management SA7,225$271.7K0.00%00.0%Unchanged
Buckingham Strategic Wealth, LLC5,922$268.5K0.00%00.0%Unchanged
MML Investors Services, LLC7,006$263.0K0.00%+1,252+21.8%Added
Veritable, L.P.6,769$254.6K0.00%00.0%Unchanged
CIBC Asset Management Inc6,732$253.2K0.00%−286−4.1%Reduced
XTX Topco Ltd5,843$219.8K0.05%+5,843New
Profund Advisors LLC5,799$218.1K0.01%+948+19.5%Added
Allegheny Financial Group LTD5,475$205.9K0.08%+16+0.3%Added
KBC Group NV5,126$193.0K0.00%−401−7.3%Reduced
Citadel Advisors LLC4,922$185.1K0.00%−47,591−90.6%Reduced
Ameritas Investment Partners, Inc.4,831$181.7K0.01%00.0%Unchanged
Dark Forest Capital Management LP3,714$139.7K0.03%+3,714New
Metropolitan Life Insurance Co3,250$122.2K0.01%−635−16.3%Reduced
US Bancorp3,054$114.9K0.00%−814−21.0%Reduced
Blue Bell Private Wealth Management, LLC3,019$113.5K0.03%00.0%Unchanged
Counterpoint Mutual Funds LLC2,888$108.6K0.10%+2,888New
Northwestern Mutual Wealth Management Co2,780$104.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,674$101.0K0.00%+2,428+987.0%Added
Brown Brothers Harriman & Co2,500$94.0K0.00%+2,500New
McClarren Financial Advisors, Inc.2,520$94.0K0.09%00.0%Unchanged
Nisa Investment Advisors, LLC1,905$72.0K0.00%+9+0.5%Added
Harbor Investment Advisory, LLC1,672$62.9K0.01%00.0%Unchanged
First Horizon Advisors, Inc.1,419$53.4K0.00%00.0%Unchanged
Global Retirement Partners, LLC1,440$47.8K0.00%+241+20.1%Added
Grey Fox Wealth Advisors, LLC1,258$47.3K0.03%+1,157+1,145.5%Added
South State Corp.1,000$37.6K0.00%00.0%Unchanged
Key Financial Inc980$36.9K0.01%00.0%Unchanged
Quarry LP951$35.8K0.02%+951New
Eagle Bay Advisors LLC849$31.9K0.02%−22−2.5%Reduced
STRS Ohio700$26.0K0.00%−1,400−66.7%Reduced
Lazard Asset Management LLC643$24.0K0.00%+643New
State of Wyoming611$23.0K0.01%+331+118.2%Added
Allspring Global Investments Holdings, LLC501$18.8K0.00%−598−54.4%Reduced
Public Employees Retirement System of Ohio489$18.0K0.00%+17+3.6%Added
Proequities, Inc.289$10.9K0.00%−18−5.9%Reduced
TCI Wealth Advisors, Inc.275$10.3K0.00%−1−0.4%Reduced
Parallel Advisors, LLC251$9.45K0.00%00.0%Unchanged
CWM, LLC203$8.00K0.00%−134−39.8%Reduced
Fifth Third Bancorp205$7.71K0.00%+205New
AdvisorNet Financial, Inc180$6.77K0.00%−13−6.7%Reduced
Bessemer Group Inc136$5.00K0.00%+136New
Parkside Financial Bank & Trust113$4.25K0.00%+2+1.8%Added
Private Trust Co NA109$4.10K0.00%−110−50.2%Reduced