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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 98 | $3.67K | 0.00% | −90−47.9% | Reduced |
| First Personal Financial Services | 88 | $3.31K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 175 | $3.00K | 0.00% | −13,820−98.7% | Reduced |
| Lindbrook Capital, LLC | 78 | $2.93K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 75 | $2.82K | 0.00% | −325−81.3% | Reduced |
| International Assets Investment Management, LLC | 73 | $2.75K | 0.00% | +73 | New |
| Kistler-Tiffany Companies, LLC | 72 | $2.71K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $2.63K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 50 | $1.88K | 0.00% | −27−35.1% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $1.80K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 44 | $1.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 42 | $1.58K | 0.00% | +2+5.0% | Added |
| Quadrant Capital Group LLC | 40 | $1.50K | 0.00% | −62−60.8% | Reduced |
| First Manhattan Co | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 26 | $978 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $828 | 0.00% | −28−56.0% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $527 | 0.00% | −113−89.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $452 | 0.00% | −4−25.0% | Reduced |
| Disciplined Investments, LLC | 12 | $451 | 0.00% | +2+20.0% | Added |
| Glassman Wealth Services | 4 | $150 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Cerity Partners LLC | 231 | – | – | +231 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −52,164−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −41,660−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −32,810−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −29,100−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −12,169−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,380−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,552−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −6,933−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −6,904−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −5,042−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Affinity Wealth Management LLC | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −4,469−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |