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 |
|---|---|---|---|---|---|
| Champlain Investment Partners, LLC | 1,195,995 | $45.1M | 0.28% | −51,220−4.1% | Reduced |
| Geode Capital Management, LLC | 1,260,631 | $47.6M | 0.01% | +27,588+2.2% | Added |
| Macquarie Group Ltd | 2,048,160 | $77.3M | 0.09% | +22,895+1.1% | Added |
| Franklin Resources Inc | 2,568,967 | $96.9M | 0.05% | +202,495+8.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,732,112 | $103.1M | 0.07% | +225,708+9.0% | Added |
| State Street Corp | 2,918,023 | $110.1M | 0.01% | −12,283−0.4% | Reduced |
| Dimensional Fund Advisors LP | 3,649,162 | $137.6M | 0.04% | −25,255−0.7% | Reduced |
| Vanguard Group Inc | 7,031,917 | $265.2M | 0.01% | −90,104−1.3% | Reduced |
| BlackRock Inc. | 9,065,316 | $341.9M | 0.01% | +7,220+0.1% | Added |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −151,741−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −40,459−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,039−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −21,247−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,006−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −13,837−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,758−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −13,549−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −12,269−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,483−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Pillar Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,710−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −8,956−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −8,232−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,648−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,799−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,888−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |