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, Q2 2023
Institutional positions in WSFS Financial Corp as of Jun 30, 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
- 209
- −17 vs. Q1 2023
- Shares held
- 54.0M
- −261.9K (−0.5%) vs. Q1 2023
- Total value
- $2.03B
- −$14.8M (−0.7%) vs. Q1 2023
- New holders
- 16
- 67 more added
- Sold out
- 33
- 89 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 9,065,316 | $341.9M | 0.01% | +7,220+0.1% | Added |
| Vanguard Group Inc | 7,031,917 | $265.2M | 0.01% | −90,104−1.3% | Reduced |
| Dimensional Fund Advisors LP | 3,649,162 | $137.6M | 0.04% | −25,255−0.7% | Reduced |
| State Street Corp | 2,918,023 | $110.1M | 0.01% | −12,283−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,732,112 | $103.1M | 0.07% | +225,708+9.0% | Added |
| Franklin Resources Inc | 2,568,967 | $96.9M | 0.05% | +202,495+8.6% | Added |
| Macquarie Group Ltd | 2,048,160 | $77.3M | 0.09% | +22,895+1.1% | Added |
| Geode Capital Management, LLC | 1,260,631 | $47.6M | 0.01% | +27,588+2.2% | Added |
| Champlain Investment Partners, LLC | 1,195,995 | $45.1M | 0.28% | −51,220−4.1% | Reduced |
| Pzena Investment Management LLC | 1,044,970 | $39.4M | 0.17% | −6,377−0.6% | Reduced |
| Cooke & Bieler LP | 1,042,989 | $39.3M | 0.37% | −5,820−0.6% | Reduced |
| Alliancebernstein L.P. | 1,004,820 | $37.9M | 0.02% | +47,072+4.9% | Added |
| Northern Trust Corp | 916,486 | $34.6M | 0.01% | +54,189+6.3% | Added |
| Palisade Capital Management LLC | 884,314 | $33.4M | 0.89% | +41,076+4.9% | Added |
| Manufacturers Life Insurance Company, The | 842,351 | $31.8M | 0.02% | −19,158−2.2% | Reduced |
| Bank of America Corp | 805,836 | $30.4M | 0.00% | −44,289−5.2% | Reduced |
| Janus Henderson Group PLC | 756,715 | $28.5M | 0.02% | −34,466−4.4% | Reduced |
| Ameriprise Financial Inc | 700,283 | $26.4M | 0.01% | −14,378−2.0% | Reduced |
| Brown Advisory Inc | 692,244 | $26.1M | 0.04% | −41,533−5.7% | Reduced |
| Norges Bank | 681,128 | $25.7M | 0.01% | +21,465+3.3% | Added |
| Jennison Associates LLC | 678,526 | $25.6M | 0.02% | +32,716+5.1% | Added |
| Invesco Ltd. | 601,298 | $22.7M | 0.01% | −70,071−10.4% | Reduced |
| Bank of New York Mellon Corp | 594,065 | $22.4M | 0.00% | −44,792−7.0% | Reduced |
| Charles Schwab Investment Management Inc | 586,216 | $22.1M | 0.01% | +16,050+2.8% | Added |
| Frontier Capital Management Co LLC | 530,984 | $20.0M | 0.19% | −7,961−1.5% | Reduced |
| Principal Financial Group Inc | 349,423 | $13.2M | 0.01% | −22,880−6.1% | Reduced |
| Earnest Partners LLC | 345,642 | $13.0M | 0.07% | +5,709+1.7% | Added |
| Morgan Stanley | 328,381 | $12.4M | 0.00% | −57,629−14.9% | Reduced |
| JPMorgan Chase & Co | 310,302 | $11.7M | 0.00% | +19,043+6.5% | Added |
| Nuveen Asset Management, LLC | 306,846 | $11.6M | 0.00% | +102,650+50.3% | Added |
| Renaissance Technologies LLC | 295,326 | $11.1M | 0.02% | +59,671+25.3% | Added |
| Eagle Asset Management Inc | 285,822 | $10.8M | 0.06% | +5,520+2.0% | Added |
| Loomis Sayles & Co L P | 278,633 | $10.5M | 0.02% | +28,885+11.6% | Added |
| Goldman Sachs Group Inc | 260,606 | $9.83M | 0.00% | −197,169−43.1% | Reduced |
| Wells Fargo & Company | 254,211 | $9.59M | 0.00% | −3,282−1.3% | Reduced |
| New York State Common Retirement Fund | 252,055 | $9.51M | 0.01% | +1,917+0.8% | Added |
| American Century Companies Inc | 244,214 | $9.21M | 0.01% | +62,245+34.2% | Added |
| Wellington Management Group LLP | 213,582 | $8.06M | 0.00% | +44,505+26.3% | Added |
| Lord, Abbett & Co. LLC | 211,820 | $7.99M | 0.01% | −123,548−36.8% | Reduced |
| Rhumbline Advisers | 201,183 | $7.59M | 0.01% | −3,565−1.7% | Reduced |
| Legal & General Group Plc | 174,977 | $6.60M | 0.00% | −4,361−2.4% | Reduced |
| Price T Rowe Associates Inc | 165,907 | $6.26M | 0.00% | −36,650−18.1% | Reduced |
| Bridgeway Capital Management, LLC | 146,859 | $5.54M | 0.13% | +146,859 | New |
| First Trust Advisors LP | 134,451 | $5.07M | 0.01% | +53,823+66.8% | Added |
| Swiss National Bank | 133,640 | $5.04M | 0.00% | +700+0.5% | Added |
| Public Sector Pension Investment Board | 131,073 | $4.94M | 0.04% | +712+0.5% | Added |
| Aristotle Capital Boston, LLC | 128,586 | $4.85M | 0.15% | +6,360+5.2% | Added |
| Credit Suisse AG | 122,443 | $4.62M | 0.00% | +47,206+62.7% | Added |
| Brandywine Global Investment Management, LLC | 118,812 | $4.48M | 0.04% | −31,218−20.8% | Reduced |
| Crawford Investment Counsel Inc | 112,997 | $4.26M | 0.09% | +2,510+2.3% | Added |
| Raymond James & Associates | 95,166 | $3.59M | 0.00% | −26,064−21.5% | Reduced |
| Envestnet Asset Management Inc | 92,156 | $3.48M | 0.00% | +2,068+2.3% | Added |
| HSBC Holdings PLC | 89,542 | $3.42M | 0.00% | −105,779−54.2% | Reduced |
| Barclays PLC | 87,342 | $3.29M | 0.00% | +32,929+60.5% | Added |
| Prudential Financial Inc | 86,873 | $3.28M | 0.00% | +18,530+27.1% | Added |
| Citigroup Inc | 74,798 | $2.82M | 0.00% | +45,269+153.3% | Added |
| Millennium Management LLC | 73,894 | $2.79M | 0.00% | −255,212−77.5% | Reduced |
| Royal Bank of Canada | 73,578 | $2.77M | 0.00% | −2,008−2.7% | Reduced |
| ExodusPoint Capital Management, LP | 72,937 | $2.75M | 0.03% | +15,464+26.9% | Added |
| California State Teachers Retirement System | 72,700 | $2.74M | 0.00% | −4,206−5.5% | Reduced |
| State of New Jersey Common Pension Fund D | 71,645 | $2.70M | 0.01% | +22,883+46.9% | Added |
| Tudor Investment Corp Et Al | 70,652 | $2.66M | 0.04% | −56,697−44.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,460 | $2.62M | 0.02% | +4,224+6.5% | Added |
| UBS Asset Management Americas Inc | 68,912 | $2.59M | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 65,971 | $2.49M | 0.05% | −130.0% | Reduced |
| Stifel Financial Corp | 64,397 | $2.43M | 0.00% | −10,661−14.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 62,500 | $2.36M | 0.01% | +62,500 | New |
| Bryn Mawr Trust Co | 61,296 | $2.31M | 0.10% | −12,980−17.5% | Reduced |
| Thrivent Financial for Lutherans | 61,148 | $2.31M | 0.01% | −4,270−6.5% | Reduced |
| North Star Asset Management Inc | 55,199 | $2.08M | 0.11% | −46,305−45.6% | Reduced |
| Hantz Financial Services, Inc. | 54,241 | $2.05M | 0.05% | +1,299+2.5% | Added |
| Texas Permanent School Fund | 54,105 | $2.04M | 0.02% | −1,149−2.1% | Reduced |
| Engineers Gate Manager LP | 53,095 | $2.00M | 0.08% | −11,120−17.3% | Reduced |
| Great West Life Assurance Co | 53,057 | $2.00M | 0.00% | −6,085−10.3% | Reduced |
| Rafferty Asset Management, LLC | 52,978 | $2.00M | 0.01% | +20,472+63.0% | Added |
| AE Wealth Management LLC | 49,945 | $1.88M | 0.01% | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 43,819 | $1.65M | 0.59% | 00.0% | Unchanged |
| Deutsche Bank AG | 43,597 | $1.64M | 0.00% | −155,497−78.1% | Reduced |
| SEI Investments Co | 41,878 | $1.58M | 0.00% | −317−0.8% | Reduced |
| Wedge Capital Management L L P | 41,840 | $1.58M | 0.03% | −2,970−6.6% | Reduced |
| Citadel Advisors LLC | 41,227 | $1.56M | 0.00% | +36,305+737.6% | Added |
| State of Alaska, Department of Revenue | 40,432 | $1.52M | 0.02% | −1,759−4.2% | Reduced |
| Jane Street Group, LLC | 37,974 | $1.43M | 0.00% | +37,974 | New |
| UBS Group AG | 37,637 | $1.42M | 0.00% | −1,177−3.0% | Reduced |
| Corbyn Investment Management Inc | 35,625 | $1.34M | 0.65% | −60−0.2% | Reduced |
| Squarepoint Ops LLC | 35,207 | $1.33M | 0.01% | −2,593−6.9% | Reduced |
| American International Group, Inc. | 32,911 | $1.24M | 0.01% | −568−1.7% | Reduced |
| Yousif Capital Management, LLC | 32,488 | $1.23M | 0.01% | −2,133−6.2% | Reduced |
| MetLife Investment Management | 32,437 | $1.22M | 0.01% | +398+1.2% | Added |
| Louisiana State Employees Retirement System | 32,300 | $1.22M | 0.03% | +3,600+12.5% | Added |
| HRT Financial LP | 30,597 | $1.15M | 0.01% | +30,597 | New |
| Verdence Capital Advisors LLC | 30,000 | $1.13M | 0.13% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,945 | $1.09M | 0.00% | +266+0.9% | Added |
| Keeley-Teton Advisors, LLC | 28,457 | $1.07M | 0.14% | −1,062−3.6% | Reduced |
| New York State Teachers Retirement System | 27,740 | $1.05M | 0.00% | −800−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.03M | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 26,470 | $998.4K | 0.00% | −12,468−32.0% | Reduced |
| Private Advisor Group, LLC | 26,425 | $996.7K | 0.01% | −6,510−19.8% | Reduced |
| Ensign Peak Advisors, Inc | 25,800 | $973.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 25,156 | $948.9K | 0.00% | +431+1.7% | Added |