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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.

Institutional holdersQ2 2023: 209 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ2 2023: $2.02B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2023.

Institutions holding WSFS in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State of Tennessee, Treasury Department24,843$937.1K0.00%+1,200+5.1%Added
Amalgamated Bank24,668$930.0K0.01%−1,212−4.7%Reduced
Maryland State Retirement & Pension System23,941$903.1K0.02%−870−3.5%Reduced
Balyasny Asset Management LLC23,205$875.3K0.00%+23,205New
Salzhauer Michael22,977$866.7K0.94%00.0%Unchanged
Royce & Associates LP22,500$848.7K0.01%00.0%Unchanged
Lountzis Asset Management, LLC19,000$821.0K0.45%00.0%Unchanged
Teachers Retirement System of the State of Kentucky20,957$790.0K0.01%+1,115+5.6%Added
Great Lakes Advisors, LLC19,843$748.5K0.01%−10,920−35.5%Reduced
AQR Capital Management LLC19,842$748.4K0.00%+19,842New
Oregon Public Employees Retirement Fund19,193$724.0K0.01%−551−2.8%Reduced
Victory Capital Management Inc17,698$667.6K0.00%+913+5.4%Added
Sageworth Trust Co17,605$664.1K0.05%00.0%Unchanged
State Board of Administration of Florida Retirement System17,400$656.3K0.00%+1,360+8.5%Added
Arizona State Retirement System17,242$650.4K0.01%−604−3.4%Reduced
BNP Paribas Arbitrage, SA16,496$622.2K0.00%−18,320−52.6%Reduced
Commonwealth Equity Services, LLC16,189$611.0K0.00%−745−4.4%Reduced
Russell Investments Group, Ltd.15,024$566.7K0.00%−8,406−35.9%Reduced
DuPont Capital Management Corp14,561$549.2K0.03%−1,442−9.0%Reduced
XTX Topco Ltd14,159$534.1K0.10%+8,316+142.3%Added
Resources Management Corp13,995$528.0K0.08%+13,820+7,897.1%Added
Ironwood Investment Management LLC12,735$480.4K0.28%−360−2.7%Reduced
Marshall Financial Group Inc12,075$455.5K0.17%00.0%Unchanged
Mutual of America Capital Management LLC12,003$452.8K0.01%−685−5.4%Reduced
Univest Financial Corp11,886$448.3K0.14%00.0%Unchanged
Qube Research & Technologies Ltd11,366$428.7K0.00%−43,488−79.3%Reduced
Public Employees Retirement Association of Colorado10,928$412.0K0.00%00.0%Unchanged
Lokken Investment Group LLC10,877$410.3K0.27%+10.0%Added
Captrust Financial Advisors10,865$409.8K0.00%−750−6.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,798$407.3K0.00%+1,345+14.2%Added
First Hawaiian Bank10,523$396.9K0.01%+31+0.3%Added
Advisors Asset Management, Inc.10,353$390.5K0.01%−6,765−39.5%Reduced
Advisor Group Holdings, Inc.9,933$374.8K0.00%−619−5.9%Reduced
ProShare Advisors LLC9,573$361.1K0.00%+679+7.6%Added
Teacher Retirement System of Texas9,250$349.0K0.00%−1,063−10.3%Reduced
Handelsbanken Fonder AB9,205$347.0K0.00%00.0%Unchanged
Everence Capital Management Inc10,230$342.0K0.03%00.0%Unchanged
Equitable Holdings, Inc.8,923$336.6K0.00%+37+0.4%Added
Quadrature Capital Ltd8,791$331.2K0.01%+8,791New
Henshaw Capital LLC8,478$319.8K0.02%00.0%Unchanged
Amundi7,857$304.2K0.00%−544−6.5%Reduced
MML Investors Services, LLC7,980$301.0K0.00%+974+13.9%Added
Hamilton Capital Partners Inc.7,716$291.0K0.11%00.0%Unchanged
Diversified Trust Co7,532$284.1K0.01%−142−1.9%Reduced
Janney Montgomery Scott LLC7,409$279.0K0.00%−2,604−26.0%Reduced
Pine Valley Investments Ltd Liability Co6,988$263.6K0.03%+6,988New
Veritable, L.P.6,889$259.9K0.00%+120+1.8%Added
CIBC Asset Management Inc6,527$246.2K0.00%−205−3.0%Reduced
Bessemer Group Inc6,416$242.0K0.00%+6,280+4,617.6%Added
Assenagon Asset Management S.A.6,371$240.3K0.00%−11,249−63.8%Reduced
Truist Financial Corp6,370$240.3K0.00%−5,776−47.6%Reduced
Forum Financial Management, LP6,361$239.9K0.01%+6,361New
Westover Capital Advisors, LLC6,115$230.7K0.08%−5,000−45.0%Reduced
Pictet Asset Management SA5,760$217.3K0.00%−1,465−20.3%Reduced
Bank of Montreal5,415$212.6K0.00%−2,347−30.2%Reduced
Crossmark Global Holdings, Inc.4,765$208.0K0.00%+4,765New
Allegheny Financial Group LTD5,500$207.5K0.10%+25+0.5%Added
Ergoteles LLC5,457$205.8K0.01%−22,823−80.7%Reduced
Buckingham Strategic Wealth, LLC5,439$205.2K0.00%−483−8.2%Reduced
Centiva Capital, LP5,306$200.1K0.01%+5,306New
Ameritas Investment Partners, Inc.5,060$190.9K0.01%+229+4.7%Added
KBC Group NV4,608$174.0K0.00%−518−10.1%Reduced
Metropolitan Life Insurance Co3,363$126.9K0.01%+113+3.5%Added
Blue Bell Private Wealth Management, LLC3,019$113.9K0.03%00.0%Unchanged
US Bancorp2,933$110.6K0.00%−121−4.0%Reduced
Northwestern Mutual Wealth Management Co2,780$104.9K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,590$97.7K0.00%+685+36.0%Added
McClarren Financial Advisors, Inc.2,520$95.0K0.08%00.0%Unchanged
FMR LLC2,517$94.9K0.00%−6,673−72.6%Reduced
Allspring Global Investments Holdings, LLC2,432$91.7K0.00%+1,931+385.4%Added
Harbor Investment Advisory, LLC1,672$63.1K0.01%00.0%Unchanged
First Horizon Advisors, Inc.1,363$51.4K0.00%−56−3.9%Reduced
Global Retirement Partners, LLC1,266$47.8K0.00%−174−12.1%Reduced
STRS Ohio1,200$45.0K0.00%+500+71.4%Added
Tower Research Capital LLC (TRC)1,035$39.0K0.00%−1,639−61.3%Reduced
South State Corp.1,000$37.7K0.00%00.0%Unchanged
Key Financial Inc980$37.0K0.01%00.0%Unchanged
State of Wyoming752$28.4K0.01%+141+23.1%Added
Covestor Ltd664$25.0K0.02%+659+13,180.0%Added
Lazard Asset Management LLC643$24.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC580$21.9K0.01%−269−31.7%Reduced
Public Employees Retirement System of Ohio523$20.0K0.00%+34+7.0%Added
Versant Capital Management, Inc367$13.8K0.00%+269+274.5%Added
EverSource Wealth Advisors, LLC356$13.4K0.00%+342+2,442.9%Added
Proequities, Inc.305$11.5K0.00%+16+5.5%Added
Glen Eagle Advisors, LLC300$11.3K0.00%+300New
Parallel Advisors, LLC251$9.47K0.00%00.0%Unchanged
Bollard Group LLC198$7.00K0.00%+198New
AdvisorNet Financial, Inc180$6.79K0.00%00.0%Unchanged
CWM, LLC125$5.00K0.00%−78−38.4%Reduced
Fifth Third Bancorp113$4.26K0.00%−92−44.9%Reduced
Quadrant Capital Group LLC90$3.40K0.00%+50+125.0%Added
First Personal Financial Services88$3.32K0.00%00.0%Unchanged
ClariVest Asset Management LLC81$3.00K0.00%+50+161.3%Added
Lindbrook Capital, LLC78$2.94K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC72$2.72K0.00%00.0%Unchanged
Harbour Investments, Inc.70$2.64K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc48$1.81K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.44$1.66K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC32$1.21K0.00%−10−23.8%Reduced