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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 19,843 | $748.5K | 0.01% | −10,920−35.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,957 | $790.0K | 0.01% | +1,115+5.6% | Added |
| Lountzis Asset Management, LLC | 19,000 | $821.0K | 0.45% | 00.0% | Unchanged |
| Royce & Associates LP | 22,500 | $848.7K | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 22,977 | $866.7K | 0.94% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 23,205 | $875.3K | 0.00% | +23,205 | New |
| Maryland State Retirement & Pension System | 23,941 | $903.1K | 0.02% | −870−3.5% | Reduced |
| Amalgamated Bank | 24,668 | $930.0K | 0.01% | −1,212−4.7% | Reduced |
| State of Tennessee, Treasury Department | 24,843 | $937.1K | 0.00% | +1,200+5.1% | Added |
| Voya Investment Management LLC | 25,156 | $948.9K | 0.00% | +431+1.7% | Added |
| Ensign Peak Advisors, Inc | 25,800 | $973.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,425 | $996.7K | 0.01% | −6,510−19.8% | Reduced |
| Susquehanna International Group, LLP | 26,470 | $998.4K | 0.00% | −12,468−32.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.03M | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 27,740 | $1.05M | 0.00% | −800−2.8% | Reduced |
| Keeley-Teton Advisors, LLC | 28,457 | $1.07M | 0.14% | −1,062−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 28,945 | $1.09M | 0.00% | +266+0.9% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.13M | 0.13% | 00.0% | Unchanged |
| HRT Financial LP | 30,597 | $1.15M | 0.01% | +30,597 | New |
| Louisiana State Employees Retirement System | 32,300 | $1.22M | 0.03% | +3,600+12.5% | Added |
| MetLife Investment Management | 32,437 | $1.22M | 0.01% | +398+1.2% | Added |
| Yousif Capital Management, LLC | 32,488 | $1.23M | 0.01% | −2,133−6.2% | Reduced |
| American International Group, Inc. | 32,911 | $1.24M | 0.01% | −568−1.7% | Reduced |
| Squarepoint Ops LLC | 35,207 | $1.33M | 0.01% | −2,593−6.9% | Reduced |
| Corbyn Investment Management Inc | 35,625 | $1.34M | 0.65% | −60−0.2% | Reduced |
| UBS Group AG | 37,637 | $1.42M | 0.00% | −1,177−3.0% | Reduced |
| Jane Street Group, LLC | 37,974 | $1.43M | 0.00% | +37,974 | New |
| State of Alaska, Department of Revenue | 40,432 | $1.52M | 0.02% | −1,759−4.2% | Reduced |
| Citadel Advisors LLC | 41,227 | $1.56M | 0.00% | +36,305+737.6% | Added |
| Wedge Capital Management L L P | 41,840 | $1.58M | 0.03% | −2,970−6.6% | Reduced |
| SEI Investments Co | 41,878 | $1.58M | 0.00% | −317−0.8% | Reduced |
| Deutsche Bank AG | 43,597 | $1.64M | 0.00% | −155,497−78.1% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.65M | 0.59% | 00.0% | Unchanged |
| AE Wealth Management LLC | 49,945 | $1.88M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 52,978 | $2.00M | 0.01% | +20,472+63.0% | Added |
| Great West Life Assurance Co | 53,057 | $2.00M | 0.00% | −6,085−10.3% | Reduced |
| Engineers Gate Manager LP | 53,095 | $2.00M | 0.08% | −11,120−17.3% | Reduced |
| Texas Permanent School Fund | 54,105 | $2.04M | 0.02% | −1,149−2.1% | Reduced |
| Hantz Financial Services, Inc. | 54,241 | $2.05M | 0.05% | +1,299+2.5% | Added |
| North Star Asset Management Inc | 55,199 | $2.08M | 0.11% | −46,305−45.6% | Reduced |
| Thrivent Financial for Lutherans | 61,148 | $2.31M | 0.01% | −4,270−6.5% | Reduced |
| Bryn Mawr Trust Co | 61,296 | $2.31M | 0.10% | −12,980−17.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 62,500 | $2.36M | 0.01% | +62,500 | New |
| Stifel Financial Corp | 64,397 | $2.43M | 0.00% | −10,661−14.2% | Reduced |
| Modera Wealth Management, LLC | 65,971 | $2.49M | 0.05% | −130.0% | Reduced |
| UBS Asset Management Americas Inc | 68,912 | $2.59M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,460 | $2.62M | 0.02% | +4,224+6.5% | Added |
| Tudor Investment Corp Et Al | 70,652 | $2.66M | 0.04% | −56,697−44.5% | Reduced |
| State of New Jersey Common Pension Fund D | 71,645 | $2.70M | 0.01% | +22,883+46.9% | Added |
| California State Teachers Retirement System | 72,700 | $2.74M | 0.00% | −4,206−5.5% | Reduced |
| ExodusPoint Capital Management, LP | 72,937 | $2.75M | 0.03% | +15,464+26.9% | Added |
| Royal Bank of Canada | 73,578 | $2.77M | 0.00% | −2,008−2.7% | Reduced |
| Millennium Management LLC | 73,894 | $2.79M | 0.00% | −255,212−77.5% | Reduced |
| Citigroup Inc | 74,798 | $2.82M | 0.00% | +45,269+153.3% | Added |
| Prudential Financial Inc | 86,873 | $3.28M | 0.00% | +18,530+27.1% | Added |
| Barclays PLC | 87,342 | $3.29M | 0.00% | +32,929+60.5% | Added |
| HSBC Holdings PLC | 89,542 | $3.42M | 0.00% | −105,779−54.2% | Reduced |
| Envestnet Asset Management Inc | 92,156 | $3.48M | 0.00% | +2,068+2.3% | Added |
| Raymond James & Associates | 95,166 | $3.59M | 0.00% | −26,064−21.5% | Reduced |
| Lord, Abbett & Co. LLC | 105,910 | $4.00M | 0.01% | −61,774−36.8% | Reduced |
| Crawford Investment Counsel Inc | 112,997 | $4.26M | 0.09% | +2,510+2.3% | Added |
| Brandywine Global Investment Management, LLC | 118,812 | $4.48M | 0.04% | +43,797+58.4% | Added |
| Credit Suisse AG | 122,443 | $4.62M | 0.00% | +47,206+62.7% | Added |
| Aristotle Capital Boston, LLC | 128,586 | $4.85M | 0.15% | +6,360+5.2% | Added |
| Public Sector Pension Investment Board | 131,073 | $4.94M | 0.04% | +712+0.5% | Added |
| Swiss National Bank | 133,640 | $5.04M | 0.00% | +700+0.5% | Added |
| First Trust Advisors LP | 134,451 | $5.07M | 0.01% | +53,823+66.8% | Added |
| Bridgeway Capital Management, LLC | 146,859 | $5.54M | 0.13% | +146,859 | New |
| Price T Rowe Associates Inc | 165,907 | $6.26M | 0.00% | −36,650−18.1% | Reduced |
| Legal & General Group Plc | 174,977 | $6.60M | 0.00% | −4,361−2.4% | Reduced |
| Rhumbline Advisers | 201,183 | $7.59M | 0.01% | −3,565−1.7% | Reduced |
| Wellington Management Group LLP | 213,582 | $8.06M | 0.00% | +44,505+26.3% | Added |
| American Century Companies Inc | 244,214 | $9.21M | 0.01% | +62,245+34.2% | Added |
| New York State Common Retirement Fund | 252,055 | $9.51M | 0.01% | +1,917+0.8% | Added |
| Wells Fargo & Company | 254,211 | $9.59M | 0.00% | −3,282−1.3% | Reduced |
| Goldman Sachs Group Inc | 260,606 | $9.83M | 0.00% | −197,169−43.1% | Reduced |
| Loomis Sayles & Co L P | 278,633 | $10.5M | 0.02% | +28,885+11.6% | Added |
| Eagle Asset Management Inc | 285,822 | $10.8M | 0.06% | +5,520+2.0% | Added |
| Renaissance Technologies LLC | 295,326 | $11.1M | 0.02% | +59,671+25.3% | Added |
| Nuveen Asset Management, LLC | 306,846 | $11.6M | 0.00% | +102,650+50.3% | Added |
| JPMorgan Chase & Co | 310,302 | $11.7M | 0.00% | +19,043+6.5% | Added |
| Morgan Stanley | 328,381 | $12.4M | 0.00% | −57,629−14.9% | Reduced |
| Earnest Partners LLC | 345,642 | $13.0M | 0.07% | +5,709+1.7% | Added |
| Principal Financial Group Inc | 349,423 | $13.2M | 0.01% | −22,880−6.1% | Reduced |
| Frontier Capital Management Co LLC | 530,984 | $20.0M | 0.19% | −7,961−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 586,216 | $22.1M | 0.01% | +16,050+2.8% | Added |
| Bank of New York Mellon Corp | 594,065 | $22.4M | 0.00% | −44,792−7.0% | Reduced |
| Invesco Ltd. | 601,298 | $22.7M | 0.01% | −70,071−10.4% | Reduced |
| Jennison Associates LLC | 678,526 | $25.6M | 0.02% | +32,716+5.1% | Added |
| Norges Bank | 681,128 | $25.7M | 0.01% | +21,465+3.3% | Added |
| Brown Advisory Inc | 692,244 | $26.1M | 0.04% | −41,533−5.7% | Reduced |
| Ameriprise Financial Inc | 700,283 | $26.4M | 0.01% | −14,378−2.0% | Reduced |
| Janus Henderson Group PLC | 756,715 | $28.5M | 0.02% | −34,466−4.4% | Reduced |
| Bank of America Corp | 805,836 | $30.4M | 0.00% | −44,289−5.2% | Reduced |
| Manufacturers Life Insurance Company, The | 842,351 | $31.8M | 0.02% | −19,158−2.2% | Reduced |
| Palisade Capital Management LLC | 884,314 | $33.4M | 0.89% | +41,076+4.9% | Added |
| Northern Trust Corp | 916,486 | $34.6M | 0.01% | +54,189+6.3% | Added |
| Alliancebernstein L.P. | 1,004,820 | $37.9M | 0.02% | +47,072+4.9% | Added |
| Cooke & Bieler LP | 1,042,989 | $39.3M | 0.37% | −5,820−0.6% | Reduced |
| Pzena Investment Management LLC | 1,044,970 | $39.4M | 0.17% | −6,377−0.6% | Reduced |