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, Q3 2023
Institutional positions in WSFS Financial Corp as of Sep 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
- 218
- +11 vs. Q2 2023
- Shares held
- 53.2M
- −788.8K (−1.5%) vs. Q2 2023
- Total value
- $1.94B
- −$84.4M (−4.2%) vs. Q2 2023
- New holders
- 26
- 64 more added
- Sold out
- 15
- 83 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,859,380 | $323.4M | 0.01% | −205,936−2.3% | Reduced |
| Vanguard Group Inc | 7,020,380 | $256.2M | 0.01% | −11,537−0.2% | Reduced |
| Dimensional Fund Advisors LP | 3,679,627 | $134.3M | 0.04% | +30,465+0.8% | Added |
| State Street Corp | 2,706,263 | $98.8M | 0.01% | −211,760−7.3% | Reduced |
| Franklin Resources Inc | 2,653,526 | $96.9M | 0.05% | +84,559+3.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,514,740 | $91.8M | 0.06% | −217,372−8.0% | Reduced |
| Macquarie Group Ltd | 1,777,564 | $64.9M | 0.08% | −270,596−13.2% | Reduced |
| Geode Capital Management, LLC | 1,303,765 | $47.6M | 0.01% | +43,134+3.4% | Added |
| Champlain Investment Partners, LLC | 1,200,357 | $43.8M | 0.28% | +4,362+0.4% | Added |
| Pzena Investment Management LLC | 1,043,996 | $38.1M | 0.16% | −974−0.1% | Reduced |
| Cooke & Bieler LP | 1,043,579 | $38.1M | 0.37% | +590+0.1% | Added |
| Alliancebernstein L.P. | 990,887 | $36.2M | 0.02% | −13,933−1.4% | Reduced |
| Northern Trust Corp | 912,367 | $33.3M | 0.01% | −4,119−0.4% | Reduced |
| Palisade Capital Management LLC | 895,777 | $32.7M | 0.91% | +11,463+1.3% | Added |
| Brown Advisory Inc | 822,433 | $30.0M | 0.05% | +130,189+18.8% | Added |
| Manufacturers Life Insurance Company, The | 811,986 | $29.6M | 0.02% | −30,365−3.6% | Reduced |
| Bank of America Corp | 804,278 | $29.4M | 0.00% | −1,558−0.2% | Reduced |
| Ameriprise Financial Inc | 720,447 | $26.3M | 0.01% | +20,164+2.9% | Added |
| Norges Bank | 667,639 | $24.4M | 0.00% | −13,489−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 613,322 | $22.4M | 0.01% | +27,106+4.6% | Added |
| Invesco Ltd. | 611,641 | $22.3M | 0.01% | +10,343+1.7% | Added |
| Jennison Associates LLC | 584,390 | $21.3M | 0.02% | −94,136−13.9% | Reduced |
| Bank of New York Mellon Corp | 567,218 | $20.7M | 0.00% | −26,847−4.5% | Reduced |
| Frontier Capital Management Co LLC | 530,199 | $19.4M | 0.21% | −785−0.1% | Reduced |
| Janus Henderson Group PLC | 511,292 | $18.7M | 0.01% | −245,423−32.4% | Reduced |
| Nuveen Asset Management, LLC | 408,986 | $14.9M | 0.01% | +102,140+33.3% | Added |
| Earnest Partners LLC | 357,161 | $13.0M | 0.08% | +11,519+3.3% | Added |
| Morgan Stanley | 353,619 | $12.9M | 0.00% | +25,238+7.7% | Added |
| American Century Companies Inc | 352,093 | $12.9M | 0.01% | +107,879+44.2% | Added |
| Principal Financial Group Inc | 329,379 | $12.0M | 0.01% | −20,044−5.7% | Reduced |
| JPMorgan Chase & Co | 296,445 | $10.8M | 0.00% | −13,857−4.5% | Reduced |
| Eagle Asset Management Inc | 287,315 | $10.5M | 0.06% | +1,493+0.5% | Added |
| Lord, Abbett & Co. LLC | 278,020 | $10.1M | 0.02% | +66,200+31.3% | Added |
| Loomis Sayles & Co L P | 273,251 | $9.97M | 0.02% | −5,382−1.9% | Reduced |
| Renaissance Technologies LLC | 272,426 | $9.94M | 0.02% | −22,900−7.8% | Reduced |
| New York State Common Retirement Fund | 250,601 | $9.15M | 0.01% | −1,454−0.6% | Reduced |
| Wells Fargo & Company | 238,752 | $8.71M | 0.00% | −15,459−6.1% | Reduced |
| Goldman Sachs Group Inc | 232,749 | $8.50M | 0.00% | −27,857−10.7% | Reduced |
| Wellington Management Group LLP | 225,054 | $8.21M | 0.00% | +11,472+5.4% | Added |
| Rhumbline Advisers | 200,082 | $7.30M | 0.01% | −1,101−0.5% | Reduced |
| Envestnet Asset Management Inc | 175,783 | $6.42M | 0.00% | +83,627+90.7% | Added |
| Legal & General Group Plc | 169,624 | $6.19M | 0.00% | −5,353−3.1% | Reduced |
| Bridgeway Capital Management, LLC | 164,559 | $6.01M | 0.15% | +17,700+12.1% | Added |
| Citadel Advisors LLC | 161,288 | $5.89M | 0.01% | +120,061+291.2% | Added |
| Swiss National Bank | 135,040 | $4.93M | 0.00% | +1,400+1.0% | Added |
| Fisher Asset Management, LLC | 133,052 | $4.86M | 0.00% | +133,052 | New |
| Aristotle Capital Boston, LLC | 126,007 | $4.60M | 0.15% | −2,579−2.0% | Reduced |
| Price T Rowe Associates Inc | 123,471 | $4.51M | 0.00% | −42,436−25.6% | Reduced |
| Credit Suisse AG | 121,101 | $4.42M | 0.00% | −1,342−1.1% | Reduced |
| Brandywine Global Investment Management, LLC | 116,990 | $4.27M | 0.04% | −1,822−1.5% | Reduced |
| Crawford Investment Counsel Inc | 111,647 | $4.08M | 0.09% | −1,350−1.2% | Reduced |
| Raymond James & Associates | 96,007 | $3.50M | 0.00% | +841+0.9% | Added |
| First Trust Advisors LP | 94,652 | $3.45M | 0.00% | −39,799−29.6% | Reduced |
| Tudor Investment Corp Et Al | 88,651 | $3.24M | 0.05% | +17,999+25.5% | Added |
| Millennium Management LLC | 87,157 | $3.18M | 0.00% | +13,263+17.9% | Added |
| Prudential Financial Inc | 86,523 | $3.16M | 0.00% | −350−0.4% | Reduced |
| Barclays PLC | 77,898 | $2.84M | 0.00% | −9,444−10.8% | Reduced |
| Assenagon Asset Management S.A. | 76,191 | $2.78M | 0.01% | +69,820+1,095.9% | Added |
| Public Sector Pension Investment Board | 75,466 | $2.75M | 0.02% | −55,607−42.4% | Reduced |
| UBS Asset Management Americas Inc | 75,008 | $2.74M | 0.00% | +6,096+8.8% | Added |
| Royal Bank of Canada | 73,862 | $2.70M | 0.00% | +284+0.4% | Added |
| California State Teachers Retirement System | 67,839 | $2.48M | 0.00% | −4,861−6.7% | Reduced |
| Modera Wealth Management, LLC | 65,781 | $2.40M | 0.05% | −190−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 63,702 | $2.33M | 0.01% | −7,943−11.1% | Reduced |
| ExodusPoint Capital Management, LP | 61,005 | $2.23M | 0.03% | −11,932−16.4% | Reduced |
| Thrivent Financial for Lutherans | 59,184 | $2.16M | 0.01% | −1,964−3.2% | Reduced |
| Stifel Financial Corp | 57,633 | $2.10M | 0.00% | −6,764−10.5% | Reduced |
| Cubist Systematic Strategies, LLC | 56,341 | $2.06M | 0.03% | +56,341 | New |
| Hantz Financial Services, Inc. | 56,009 | $2.04M | 0.05% | +1,768+3.3% | Added |
| Bryn Mawr Trust Co | 55,865 | $2.04M | 0.09% | −5,431−8.9% | Reduced |
| Great West Life Assurance Co | 52,214 | $1.90M | 0.00% | −843−1.6% | Reduced |
| Texas Permanent School Fund | 51,855 | $1.89M | 0.02% | −2,250−4.2% | Reduced |
| Engineers Gate Manager LP | 46,743 | $1.71M | 0.06% | −6,352−12.0% | Reduced |
| HRT Financial LP | 45,755 | $1.67M | 0.02% | +15,158+49.5% | Added |
| AE Wealth Management LLC | 45,709 | $1.67M | 0.01% | −4,236−8.5% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.65M | 0.59% | 00.0% | Unchanged |
| Citigroup Inc | 41,927 | $1.53M | 0.00% | −32,871−43.9% | Reduced |
| Jane Street Group, LLC | 41,021 | $1.50M | 0.00% | +3,047+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,820 | $1.49M | 0.01% | −28,640−41.2% | Reduced |
| SEI Investments Co | 40,722 | $1.49M | 0.00% | −1,156−2.8% | Reduced |
| Comerica Bank | 40,385 | $1.47M | 0.01% | −234,659−85.3% | Reduced |
| Great Lakes Advisors, LLC | 38,389 | $1.40M | 0.01% | +18,546+93.5% | Added |
| State of Alaska, Department of Revenue | 38,035 | $1.39M | 0.02% | −2,397−5.9% | Reduced |
| Illinois Municipal Retirement Fund | 36,069 | $1.32M | 0.02% | +36,069 | New |
| Corbyn Investment Management Inc | 35,625 | $1.30M | 0.67% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 35,316 | $1.29M | 0.01% | −17,662−33.3% | Reduced |
| SG Americas Securities, LLC | 34,745 | $1.27M | 0.02% | +34,745 | New |
| American International Group, Inc. | 33,606 | $1.23M | 0.01% | +695+2.1% | Added |
| MetLife Investment Management | 32,437 | $1.18M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 32,431 | $1.18M | 0.00% | +21,065+185.3% | Added |
| BNP Paribas Arbitrage, SA | 31,189 | $1.14M | 0.00% | +14,693+89.1% | Added |
| North Star Asset Management Inc | 31,101 | $1.14M | 0.07% | −24,098−43.7% | Reduced |
| Louisiana State Employees Retirement System | 31,100 | $1.14M | 0.03% | −1,200−3.7% | Reduced |
| State of Tennessee, Treasury Department | 30,895 | $1.13M | 0.00% | +6,052+24.4% | Added |
| Squarepoint Ops LLC | 30,682 | $1.12M | 0.01% | −4,525−12.9% | Reduced |
| Yousif Capital Management, LLC | 30,187 | $1.10M | 0.01% | −2,301−7.1% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.09M | 0.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,826 | $1.09M | 0.00% | −13,771−31.6% | Reduced |
| Keeley-Teton Advisors, LLC | 28,457 | $1.04M | 0.15% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,141 | $1.03M | 0.00% | −804−2.8% | Reduced |