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Livermore
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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.

Q3 2023 vs. Q2 2023

How the institutions holding WSFS Financial Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WSFS: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders2092218+11
Shares53.9M5.83K53.1M−821.9K (−1.5%)
Value$2.02B$220.0K$1.94B−$85.4M (−4.2%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held WSFS Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WSFS in Q3 2023
InstitutionSharesValue% of portfolio
Fisher Asset Management, LLC133,052$4.86M0.00%
Cubist Systematic Strategies, LLC56,341$2.06M0.03%
Illinois Municipal Retirement Fund36,069$1.32M0.02%
SG Americas Securities, LLC34,745$1.27M0.02%
Edgestream Partners, L.P.17,287$631.0K0.05%
Mill Creek Capital Advisors, LLC14,643$534.5K0.02%
Alps Advisors Inc8,970$327.4K0.00%
Prelude Capital Management, LLC8,927$325.8K0.03%
Advisor Partners II, LLC8,614$314.4K0.01%
Radnor Capital Management, LLC8,550$312.0K0.06%
FineMark National Bank & Trust7,932$289.5K0.01%
Pathstone Family Office, LLC7,291$266.1K0.00%
Keebeck Alpha, LP7,243$264.4K0.26%
State of Wisconsin Investment Board6,609$241.2K0.00%
Point72 Asset Management, L.P.6,438$235.0K0.00%
Occudo Quantitative Strategies LP6,154$224.6K0.03%
Glenmede Trust Co NA5,987$218.5K0.00%
LPL Financial LLC5,778$210.9K0.00%
Pictet Asset Management Holding SA5,760$210.2K0.00%
Vestcor Inc4,369$159.0K0.01%
Point72 Middle East FZE2,426$88.5K0.01%
Quantbot Technologies LP1,798$65.6K0.00%
Picton Mahoney Asset Management320$12.0K0.00%
Elequin Capital LP172$6.28K0.00%
Creative Planning72$2.63K0.00%
Steward Financial Group LLC48$1.00K0.00%

Sold out (15)

Institutions that held WSFS Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of WSFS in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Healthcare of Ontario Pension Plan Trust Fund62,500$2.36M
AQR Capital Management LLC19,842$748.4K
DuPont Capital Management Corp14,561$549.2K
Quadrature Capital Ltd8,791$331.2K
Veritable, L.P.6,889$259.9K
Bank of Montreal5,415$212.6K
Crossmark Global Holdings, Inc.4,765$208.0K
Ergoteles LLC5,457$205.8K
Buckingham Strategic Wealth, LLC5,439$205.2K
Centiva Capital, LP5,306$200.1K
Harbor Investment Advisory, LLC1,672$63.1K
State of Wyoming752$28.4K
Bollard Group LLC198$7.00K
Disciplined Investments, LLC11$415
Sofos Investments, Inc.38$203

Not filed for Q3 2023 yet (2)

Institutions that held WSFS Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSFS in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA5,760$217.3K
Kistler-Tiffany Companies, LLC72$2.72K