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, 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
- 53.9M
- −114.5K (−0.2%) vs. Q1 2023
- Total value
- $2.02B
- −$8.63M (−0.4%) vs. Q1 2023
- New holders
- 16
- 69 more added
- Sold out
- 33
- 87 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Comerica Bank | 275,044 | $0 | 0.00% | +275,044 | 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 | $151 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 38 | $203 | 0.00% | +38 | New |
| Disciplined Investments, LLC | 11 | $415 | 0.00% | −1−8.3% | Reduced |
| SJS Investment Consulting Inc. | 12 | $453 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $1.02K | 0.00% | +27 | New |
| First Manhattan Co | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.21K | 0.00% | −10−23.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 44 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $2.64K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $2.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $2.94K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 81 | $3.00K | 0.00% | +50+161.3% | Added |
| First Personal Financial Services | 88 | $3.32K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $3.40K | 0.00% | +50+125.0% | Added |
| Fifth Third Bancorp | 113 | $4.26K | 0.00% | −92−44.9% | Reduced |
| CWM, LLC | 125 | $5.00K | 0.00% | −78−38.4% | Reduced |
| AdvisorNet Financial, Inc | 180 | $6.79K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 198 | $7.00K | 0.00% | +198 | New |
| Parallel Advisors, LLC | 251 | $9.47K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $11.3K | 0.00% | +300 | New |
| Proequities, Inc. | 305 | $11.5K | 0.00% | +16+5.5% | Added |
| EverSource Wealth Advisors, LLC | 356 | $13.4K | 0.00% | +342+2,442.9% | Added |
| Versant Capital Management, Inc | 367 | $13.8K | 0.00% | +269+274.5% | Added |
| Public Employees Retirement System of Ohio | 523 | $20.0K | 0.00% | +34+7.0% | Added |
| Eagle Bay Advisors LLC | 580 | $21.9K | 0.01% | −269−31.7% | Reduced |
| Lazard Asset Management LLC | 643 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 664 | $25.0K | 0.02% | +659+13,180.0% | Added |
| State of Wyoming | 752 | $28.4K | 0.01% | +141+23.1% | Added |
| Key Financial Inc | 980 | $37.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $37.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,035 | $39.0K | 0.00% | −1,639−61.3% | Reduced |
| STRS Ohio | 1,200 | $45.0K | 0.00% | +500+71.4% | Added |
| Global Retirement Partners, LLC | 1,266 | $47.8K | 0.00% | −174−12.1% | Reduced |
| First Horizon Advisors, Inc. | 1,363 | $51.4K | 0.00% | −56−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,672 | $63.1K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,432 | $91.7K | 0.00% | +1,931+385.4% | Added |
| FMR LLC | 2,517 | $94.9K | 0.00% | −6,673−72.6% | Reduced |
| McClarren Financial Advisors, Inc. | 2,520 | $95.0K | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,590 | $97.7K | 0.00% | +685+36.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,780 | $104.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,933 | $110.6K | 0.00% | −121−4.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,019 | $113.9K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,363 | $126.9K | 0.01% | +113+3.5% | Added |
| KBC Group NV | 4,608 | $174.0K | 0.00% | −518−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,060 | $190.9K | 0.01% | +229+4.7% | Added |
| Centiva Capital, LP | 5,306 | $200.1K | 0.01% | +5,306 | New |
| Buckingham Strategic Wealth, LLC | 5,439 | $205.2K | 0.00% | −483−8.2% | Reduced |
| Ergoteles LLC | 5,457 | $205.8K | 0.01% | −22,823−80.7% | Reduced |
| Allegheny Financial Group LTD | 5,500 | $207.5K | 0.10% | +25+0.5% | Added |
| Crossmark Global Holdings, Inc. | 4,765 | $208.0K | 0.00% | +4,765 | New |
| Bank of Montreal | 5,415 | $212.6K | 0.00% | −2,347−30.2% | Reduced |
| Pictet Asset Management SA | 5,760 | $217.3K | 0.00% | −1,465−20.3% | Reduced |
| Westover Capital Advisors, LLC | 6,115 | $230.7K | 0.08% | −5,000−45.0% | Reduced |
| Forum Financial Management, LP | 6,361 | $239.9K | 0.01% | +6,361 | New |
| Truist Financial Corp | 6,370 | $240.3K | 0.00% | −5,776−47.6% | Reduced |
| Assenagon Asset Management S.A. | 6,371 | $240.3K | 0.00% | −11,249−63.8% | Reduced |
| Bessemer Group Inc | 6,416 | $242.0K | 0.00% | +6,280+4,617.6% | Added |
| CIBC Asset Management Inc | 6,527 | $246.2K | 0.00% | −205−3.0% | Reduced |
| Veritable, L.P. | 6,889 | $259.9K | 0.00% | +120+1.8% | Added |
| Pine Valley Investments Ltd Liability Co | 6,988 | $263.6K | 0.03% | +6,988 | New |
| Janney Montgomery Scott LLC | 7,409 | $279.0K | 0.00% | −2,604−26.0% | Reduced |
| Diversified Trust Co | 7,532 | $284.1K | 0.01% | −142−1.9% | Reduced |
| Hamilton Capital Partners Inc. | 7,716 | $291.0K | 0.11% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,980 | $301.0K | 0.00% | +974+13.9% | Added |
| Amundi | 7,857 | $304.2K | 0.00% | −544−6.5% | Reduced |
| Henshaw Capital LLC | 8,478 | $319.8K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,791 | $331.2K | 0.01% | +8,791 | New |
| Equitable Holdings, Inc. | 8,923 | $336.6K | 0.00% | +37+0.4% | Added |
| Everence Capital Management Inc | 10,230 | $342.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,205 | $347.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 9,250 | $349.0K | 0.00% | −1,063−10.3% | Reduced |
| ProShare Advisors LLC | 9,573 | $361.1K | 0.00% | +679+7.6% | Added |
| Advisor Group Holdings, Inc. | 9,933 | $374.8K | 0.00% | −619−5.9% | Reduced |
| Advisors Asset Management, Inc. | 10,353 | $390.5K | 0.01% | −6,765−39.5% | Reduced |
| First Hawaiian Bank | 10,523 | $396.9K | 0.01% | +31+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,798 | $407.3K | 0.00% | +1,345+14.2% | Added |
| Captrust Financial Advisors | 10,865 | $409.8K | 0.00% | −750−6.5% | Reduced |
| Lokken Investment Group LLC | 10,877 | $410.3K | 0.27% | +10.0% | Added |
| Public Employees Retirement Association of Colorado | 10,928 | $412.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,366 | $428.7K | 0.00% | −43,488−79.3% | Reduced |
| Univest Financial Corp | 11,886 | $448.3K | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,003 | $452.8K | 0.01% | −685−5.4% | Reduced |
| Marshall Financial Group Inc | 12,075 | $455.5K | 0.17% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 12,735 | $480.4K | 0.28% | −360−2.7% | Reduced |
| Resources Management Corp | 13,995 | $528.0K | 0.08% | +13,820+7,897.1% | Added |
| XTX Topco Ltd | 14,159 | $534.1K | 0.10% | +8,316+142.3% | Added |
| DuPont Capital Management Corp | 14,561 | $549.2K | 0.03% | −1,442−9.0% | Reduced |
| Russell Investments Group, Ltd. | 15,024 | $566.7K | 0.00% | −8,406−35.9% | Reduced |
| Commonwealth Equity Services, LLC | 16,189 | $611.0K | 0.00% | −745−4.4% | Reduced |
| BNP Paribas Arbitrage, SA | 16,496 | $622.2K | 0.00% | −18,320−52.6% | Reduced |
| Arizona State Retirement System | 17,242 | $650.4K | 0.01% | −604−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 17,400 | $656.3K | 0.00% | +1,360+8.5% | Added |
| Sageworth Trust Co | 17,605 | $664.1K | 0.05% | 00.0% | Unchanged |
| Victory Capital Management Inc | 17,698 | $667.6K | 0.00% | +913+5.4% | Added |
| Oregon Public Employees Retirement Fund | 19,193 | $724.0K | 0.01% | −551−2.8% | Reduced |
| AQR Capital Management LLC | 19,842 | $748.4K | 0.00% | +19,842 | New |