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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 17,490 | $638.4K | 0.00% | +90+0.5% | Added |
| Arizona State Retirement System | 17,496 | $638.6K | 0.01% | +254+1.5% | Added |
| Oregon Public Employees Retirement Fund | 18,193 | $664.0K | 0.01% | −1,000−5.2% | Reduced |
| Balyasny Asset Management LLC | 18,348 | $669.7K | 0.00% | −4,857−20.9% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $694.0K | 0.39% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,119 | $697.8K | 0.00% | +1,421+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 20,957 | $765.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,489 | $820.8K | 0.02% | −1,452−6.1% | Reduced |
| Royce & Associates LP | 22,500 | $821.3K | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 22,977 | $838.7K | 0.91% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,287 | $850.0K | 0.00% | −3,183−12.0% | Reduced |
| Amalgamated Bank | 23,757 | $867.0K | 0.01% | −911−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 25,800 | $941.7K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,429 | $964.6K | 0.01% | +40.0% | Added |
| New York State Teachers Retirement System | 26,640 | $972.0K | 0.00% | −1,100−4.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $998.0K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 27,873 | $1.02M | 0.00% | +2,717+10.8% | Added |
| Wedge Capital Management L L P | 27,946 | $1.02M | 0.02% | −13,894−33.2% | Reduced |
| The PNC Financial Services Group, Inc. | 28,141 | $1.03M | 0.00% | −804−2.8% | Reduced |
| Keeley-Teton Advisors, LLC | 28,457 | $1.04M | 0.15% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,826 | $1.09M | 0.00% | −13,771−31.6% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.09M | 0.12% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 30,187 | $1.10M | 0.01% | −2,301−7.1% | Reduced |
| Squarepoint Ops LLC | 30,682 | $1.12M | 0.01% | −4,525−12.9% | Reduced |
| State of Tennessee, Treasury Department | 30,895 | $1.13M | 0.00% | +6,052+24.4% | Added |
| Louisiana State Employees Retirement System | 31,100 | $1.14M | 0.03% | −1,200−3.7% | Reduced |
| North Star Asset Management Inc | 31,101 | $1.14M | 0.07% | −24,098−43.7% | Reduced |
| BNP Paribas Arbitrage, SA | 31,189 | $1.14M | 0.00% | +14,693+89.1% | Added |
| Qube Research & Technologies Ltd | 32,431 | $1.18M | 0.00% | +21,065+185.3% | Added |
| MetLife Investment Management | 32,437 | $1.18M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 33,606 | $1.23M | 0.01% | +695+2.1% | Added |
| SG Americas Securities, LLC | 34,745 | $1.27M | 0.02% | +34,745 | New |
| Rafferty Asset Management, LLC | 35,316 | $1.29M | 0.01% | −17,662−33.3% | Reduced |
| Corbyn Investment Management Inc | 35,625 | $1.30M | 0.67% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 36,069 | $1.32M | 0.02% | +36,069 | New |
| State of Alaska, Department of Revenue | 38,035 | $1.39M | 0.02% | −2,397−5.9% | Reduced |
| Great Lakes Advisors, LLC | 38,389 | $1.40M | 0.01% | +18,546+93.5% | Added |
| Comerica Bank | 40,385 | $1.47M | 0.01% | −234,659−85.3% | Reduced |
| SEI Investments Co | 40,722 | $1.49M | 0.00% | −1,156−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,820 | $1.49M | 0.01% | −28,640−41.2% | Reduced |
| Jane Street Group, LLC | 41,021 | $1.50M | 0.00% | +3,047+8.0% | Added |
| Citigroup Inc | 41,927 | $1.53M | 0.00% | −32,871−43.9% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.65M | 0.59% | 00.0% | Unchanged |
| AE Wealth Management LLC | 45,709 | $1.67M | 0.01% | −4,236−8.5% | Reduced |
| HRT Financial LP | 45,755 | $1.67M | 0.02% | +15,158+49.5% | Added |
| Engineers Gate Manager LP | 46,743 | $1.71M | 0.06% | −6,352−12.0% | Reduced |
| Texas Permanent School Fund | 51,855 | $1.89M | 0.02% | −2,250−4.2% | Reduced |
| Great West Life Assurance Co | 52,214 | $1.90M | 0.00% | −843−1.6% | Reduced |
| Bryn Mawr Trust Co | 55,865 | $2.04M | 0.09% | −5,431−8.9% | Reduced |
| Hantz Financial Services, Inc. | 56,009 | $2.04M | 0.05% | +1,768+3.3% | Added |
| Cubist Systematic Strategies, LLC | 56,341 | $2.06M | 0.03% | +56,341 | New |
| Stifel Financial Corp | 57,633 | $2.10M | 0.00% | −6,764−10.5% | Reduced |
| Thrivent Financial for Lutherans | 59,184 | $2.16M | 0.01% | −1,964−3.2% | Reduced |
| ExodusPoint Capital Management, LP | 61,005 | $2.23M | 0.03% | −11,932−16.4% | Reduced |
| State of New Jersey Common Pension Fund D | 63,702 | $2.33M | 0.01% | −7,943−11.1% | Reduced |
| Modera Wealth Management, LLC | 65,781 | $2.40M | 0.05% | −190−0.3% | Reduced |
| California State Teachers Retirement System | 67,839 | $2.48M | 0.00% | −4,861−6.7% | Reduced |
| Royal Bank of Canada | 73,862 | $2.70M | 0.00% | +284+0.4% | Added |
| UBS Asset Management Americas Inc | 75,008 | $2.74M | 0.00% | +6,096+8.8% | Added |
| Public Sector Pension Investment Board | 75,466 | $2.75M | 0.02% | −55,607−42.4% | Reduced |
| Assenagon Asset Management S.A. | 76,191 | $2.78M | 0.01% | +69,820+1,095.9% | Added |
| Barclays PLC | 77,898 | $2.84M | 0.00% | −9,444−10.8% | Reduced |
| Prudential Financial Inc | 86,523 | $3.16M | 0.00% | −350−0.4% | Reduced |
| Millennium Management LLC | 87,157 | $3.18M | 0.00% | +13,263+17.9% | Added |
| Tudor Investment Corp Et Al | 88,651 | $3.24M | 0.05% | +17,999+25.5% | Added |
| First Trust Advisors LP | 94,652 | $3.45M | 0.00% | −39,799−29.6% | Reduced |
| Raymond James & Associates | 96,007 | $3.50M | 0.00% | +841+0.9% | Added |
| Crawford Investment Counsel Inc | 111,647 | $4.08M | 0.09% | −1,350−1.2% | Reduced |
| Brandywine Global Investment Management, LLC | 116,990 | $4.27M | 0.04% | −1,822−1.5% | Reduced |
| Credit Suisse AG | 121,101 | $4.42M | 0.00% | −1,342−1.1% | Reduced |
| Price T Rowe Associates Inc | 123,471 | $4.51M | 0.00% | −42,436−25.6% | Reduced |
| Aristotle Capital Boston, LLC | 126,007 | $4.60M | 0.15% | −2,579−2.0% | Reduced |
| Fisher Asset Management, LLC | 133,052 | $4.86M | 0.00% | +133,052 | New |
| Swiss National Bank | 135,040 | $4.93M | 0.00% | +1,400+1.0% | Added |
| Lord, Abbett & Co. LLC | 139,010 | $5.07M | 0.02% | +33,100+31.3% | Added |
| Citadel Advisors LLC | 161,288 | $5.89M | 0.01% | +120,061+291.2% | Added |
| Bridgeway Capital Management, LLC | 164,559 | $6.01M | 0.15% | +17,700+12.1% | Added |
| Legal & General Group Plc | 169,624 | $6.19M | 0.00% | −5,353−3.1% | Reduced |
| Envestnet Asset Management Inc | 175,783 | $6.42M | 0.00% | +83,627+90.7% | Added |
| Rhumbline Advisers | 200,082 | $7.30M | 0.01% | −1,101−0.5% | Reduced |
| Wellington Management Group LLP | 225,054 | $8.21M | 0.00% | +11,472+5.4% | Added |
| Goldman Sachs Group Inc | 232,749 | $8.50M | 0.00% | −27,857−10.7% | Reduced |
| Wells Fargo & Company | 238,752 | $8.71M | 0.00% | −15,459−6.1% | Reduced |
| New York State Common Retirement Fund | 250,601 | $9.15M | 0.01% | −1,454−0.6% | Reduced |
| Renaissance Technologies LLC | 272,426 | $9.94M | 0.02% | −22,900−7.8% | Reduced |
| Loomis Sayles & Co L P | 273,251 | $9.97M | 0.02% | −5,382−1.9% | Reduced |
| Eagle Asset Management Inc | 287,315 | $10.5M | 0.06% | +1,493+0.5% | Added |
| JPMorgan Chase & Co | 296,445 | $10.8M | 0.00% | −13,857−4.5% | Reduced |
| Principal Financial Group Inc | 329,379 | $12.0M | 0.01% | −20,044−5.7% | Reduced |
| American Century Companies Inc | 352,093 | $12.9M | 0.01% | +107,879+44.2% | Added |
| Morgan Stanley | 353,619 | $12.9M | 0.00% | +25,238+7.7% | Added |
| Earnest Partners LLC | 357,161 | $13.0M | 0.08% | +11,519+3.3% | Added |
| Nuveen Asset Management, LLC | 408,986 | $14.9M | 0.01% | +102,140+33.3% | Added |
| Janus Henderson Group PLC | 511,292 | $18.7M | 0.01% | −245,423−32.4% | Reduced |
| Frontier Capital Management Co LLC | 530,199 | $19.4M | 0.21% | −785−0.1% | Reduced |
| Bank of New York Mellon Corp | 567,218 | $20.7M | 0.00% | −26,847−4.5% | Reduced |
| Jennison Associates LLC | 584,390 | $21.3M | 0.02% | −94,136−13.9% | Reduced |
| Invesco Ltd. | 611,641 | $22.3M | 0.01% | +10,343+1.7% | Added |
| Charles Schwab Investment Management Inc | 613,322 | $22.4M | 0.01% | +27,106+4.6% | Added |
| Norges Bank | 667,639 | $24.4M | 0.00% | −13,489−2.0% | Reduced |