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, 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
- 53.1M
- −821.9K (−1.5%) vs. Q2 2023
- Total value
- $1.94B
- −$85.4M (−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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $146 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $511 | 0.00% | +2+16.7% | Added |
| SRS Capital Advisors, Inc. | 27 | $994 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 48 | $1.00K | 0.00% | +48 | New |
| First Manhattan Co | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $1.57K | 0.00% | +11+34.4% | Added |
| Carmichael Hill & Associates, Inc. | 44 | $1.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $1.75K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 49 | $2.00K | 0.00% | −32−39.5% | Reduced |
| Harbour Investments, Inc. | 70 | $2.56K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 72 | $2.63K | 0.00% | +72 | New |
| Lindbrook Capital, LLC | 78 | $2.85K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $3.21K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $3.29K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 113 | $4.13K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 172 | $6.28K | 0.00% | +172 | New |
| AdvisorNet Financial, Inc | 180 | $6.57K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 251 | $9.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 286 | $10.4K | 0.00% | −19−6.2% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 327 | $11.9K | 0.00% | −29−8.1% | Reduced |
| Picton Mahoney Asset Management | 320 | $12.0K | 0.00% | +320 | New |
| Versant Capital Management, Inc | 367 | $13.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 554 | $20.0K | 0.00% | +31+5.9% | Added |
| Lazard Asset Management LLC | 643 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 849 | $31.0K | 0.01% | +269+46.4% | Added |
| Key Financial Inc | 980 | $35.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,180 | $43.0K | 0.03% | +516+77.7% | Added |
| Global Retirement Partners, LLC | 1,337 | $48.1K | 0.00% | +71+5.6% | Added |
| First Horizon Advisors, Inc. | 1,363 | $49.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,713 | $63.0K | 0.00% | −2,895−62.8% | Reduced |
| Quantbot Technologies LP | 1,798 | $65.6K | 0.00% | +1,798 | New |
| Allspring Global Investments Holdings, LLC | 2,109 | $77.0K | 0.00% | −323−13.3% | Reduced |
| Point72 Middle East FZE | 2,426 | $88.5K | 0.01% | +2,426 | New |
| McClarren Financial Advisors, Inc. | 2,520 | $91.0K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,549 | $93.0K | 0.00% | +1,514+146.3% | Added |
| Nisa Investment Advisors, LLC | 2,555 | $93.3K | 0.00% | −35−1.4% | Reduced |
| FMR LLC | 2,710 | $98.9K | 0.00% | +193+7.7% | Added |
| US Bancorp | 2,933 | $107.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $110.2K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,539 | $129.2K | 0.01% | +176+5.2% | Added |
| Vestcor Inc | 4,369 | $159.0K | 0.01% | +4,369 | New |
| Northwestern Mutual Wealth Management Co | 5,500 | $200.8K | 0.00% | +2,720+97.8% | Added |
| Allegheny Financial Group LTD | 5,520 | $201.5K | 0.08% | +20+0.4% | Added |
| Pictet Asset Management Holding SA | 5,760 | $210.2K | 0.00% | +5,760 | New |
| LPL Financial LLC | 5,778 | $210.9K | 0.00% | +5,778 | New |
| Glenmede Trust Co NA | 5,987 | $218.5K | 0.00% | +5,987 | New |
| Ameritas Investment Partners, Inc. | 6,088 | $222.2K | 0.01% | +1,028+20.3% | Added |
| Truist Financial Corp | 6,107 | $222.9K | 0.00% | −263−4.1% | Reduced |
| Westover Capital Advisors, LLC | 6,115 | $223.2K | 0.08% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,154 | $224.6K | 0.03% | +6,154 | New |
| CIBC Asset Management Inc | 6,176 | $225.4K | 0.00% | −351−5.4% | Reduced |
| Hamilton Capital Partners Inc. | 6,234 | $227.5K | 0.08% | −1,482−19.2% | Reduced |
| Forum Financial Management, LP | 6,361 | $232.2K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 6,400 | $233.0K | 0.00% | +5,200+433.3% | Added |
| Point72 Asset Management, L.P. | 6,438 | $235.0K | 0.00% | +6,438 | New |
| State of Wisconsin Investment Board | 6,609 | $241.2K | 0.00% | +6,609 | New |
| Pine Valley Investments Ltd Liability Co | 7,002 | $255.6K | 0.02% | +14+0.2% | Added |
| Keebeck Alpha, LP | 7,243 | $264.4K | 0.26% | +7,243 | New |
| Pathstone Family Office, LLC | 7,291 | $266.1K | 0.00% | +7,291 | New |
| Everence Capital Management Inc | 7,320 | $267.0K | 0.02% | −2,910−28.4% | Reduced |
| Amundi | 7,661 | $270.3K | 0.00% | −196−2.5% | Reduced |
| Janney Montgomery Scott LLC | 7,725 | $282.0K | 0.00% | +316+4.3% | Added |
| Diversified Trust Co | 7,877 | $287.5K | 0.01% | +345+4.6% | Added |
| FineMark National Bank & Trust | 7,932 | $289.5K | 0.01% | +7,932 | New |
| MML Investors Services, LLC | 7,995 | $292.0K | 0.00% | +15+0.2% | Added |
| Radnor Capital Management, LLC | 8,550 | $312.0K | 0.06% | +8,550 | New |
| Advisor Partners II, LLC | 8,614 | $314.4K | 0.01% | +8,614 | New |
| Prelude Capital Management, LLC | 8,927 | $325.8K | 0.03% | +8,927 | New |
| Alps Advisors Inc | 8,970 | $327.4K | 0.00% | +8,970 | New |
| Handelsbanken Fonder AB | 9,205 | $336.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,320 | $340.2K | 0.00% | −253−2.6% | Reduced |
| Captrust Financial Advisors | 9,381 | $342.4K | 0.00% | −1,484−13.7% | Reduced |
| Advisor Group Holdings, Inc. | 10,061 | $367.3K | 0.00% | +128+1.3% | Added |
| Advisors Asset Management, Inc. | 10,198 | $372.2K | 0.01% | −155−1.5% | Reduced |
| Equitable Holdings, Inc. | 10,414 | $380.1K | 0.01% | +1,491+16.7% | Added |
| First Hawaiian Bank | 10,523 | $384.1K | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,701 | $390.6K | 0.00% | −1,302−10.8% | Reduced |
| Lokken Investment Group LLC | 10,877 | $397.0K | 0.26% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,928 | $399.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,972 | $400.5K | 0.02% | +2,494+29.4% | Added |
| Bessemer Group Inc | 11,176 | $408.0K | 0.00% | +4,760+74.2% | Added |
| Univest Financial Corp | 11,886 | $433.8K | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $440.7K | 0.18% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,285 | $448.4K | 0.00% | −2,739−18.2% | Reduced |
| Teacher Retirement System of Texas | 12,437 | $454.0K | 0.00% | +3,187+34.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,450 | $454.4K | 0.00% | +1,652+15.3% | Added |
| Ironwood Investment Management LLC | 12,735 | $464.8K | 0.28% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,890 | $507.0K | 0.09% | −269−1.9% | Reduced |
| Resources Management Corp | 13,995 | $511.0K | 0.08% | 00.0% | Unchanged |
| Sageworth Trust Co | 14,181 | $517.6K | 0.04% | −3,424−19.4% | Reduced |
| UBS Group AG | 14,514 | $529.8K | 0.00% | −23,123−61.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 14,643 | $534.5K | 0.02% | +14,643 | New |
| Commonwealth Equity Services, LLC | 16,231 | $592.0K | 0.00% | +42+0.3% | Added |
| Edgestream Partners, L.P. | 17,287 | $631.0K | 0.05% | +17,287 | New |
| HSBC Holdings PLC | 17,172 | $632.9K | 0.00% | −72,370−80.8% | Reduced |