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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 27,946 | $1.02M | 0.02% | −13,894−33.2% | Reduced |
| Voya Investment Management LLC | 27,873 | $1.02M | 0.00% | +2,717+10.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $998.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 26,640 | $972.0K | 0.00% | −1,100−4.0% | Reduced |
| Private Advisor Group, LLC | 26,429 | $964.6K | 0.01% | +40.0% | Added |
| Ensign Peak Advisors, Inc | 25,800 | $941.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 23,757 | $867.0K | 0.01% | −911−3.7% | Reduced |
| Susquehanna International Group, LLP | 23,287 | $850.0K | 0.00% | −3,183−12.0% | Reduced |
| Salzhauer Michael | 22,977 | $838.7K | 0.91% | 00.0% | Unchanged |
| Royce & Associates LP | 22,500 | $821.3K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,489 | $820.8K | 0.02% | −1,452−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,957 | $765.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,119 | $697.8K | 0.00% | +1,421+8.0% | Added |
| Lountzis Asset Management, LLC | 19,000 | $694.0K | 0.39% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 18,348 | $669.7K | 0.00% | −4,857−20.9% | Reduced |
| Oregon Public Employees Retirement Fund | 18,193 | $664.0K | 0.01% | −1,000−5.2% | Reduced |
| Arizona State Retirement System | 17,496 | $638.6K | 0.01% | +254+1.5% | Added |
| State Board of Administration of Florida Retirement System | 17,490 | $638.4K | 0.00% | +90+0.5% | Added |
| HSBC Holdings PLC | 17,172 | $632.9K | 0.00% | −72,370−80.8% | Reduced |
| Edgestream Partners, L.P. | 17,287 | $631.0K | 0.05% | +17,287 | New |
| Commonwealth Equity Services, LLC | 16,231 | $592.0K | 0.00% | +42+0.3% | Added |
| Mill Creek Capital Advisors, LLC | 14,643 | $534.5K | 0.02% | +14,643 | New |
| UBS Group AG | 14,514 | $529.8K | 0.00% | −23,123−61.4% | Reduced |
| Sageworth Trust Co | 14,181 | $517.6K | 0.04% | −3,424−19.4% | Reduced |
| Resources Management Corp | 13,995 | $511.0K | 0.08% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,890 | $507.0K | 0.09% | −269−1.9% | Reduced |
| Ironwood Investment Management LLC | 12,735 | $464.8K | 0.28% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,450 | $454.4K | 0.00% | +1,652+15.3% | Added |
| Teacher Retirement System of Texas | 12,437 | $454.0K | 0.00% | +3,187+34.5% | Added |
| Russell Investments Group, Ltd. | 12,285 | $448.4K | 0.00% | −2,739−18.2% | Reduced |
| Marshall Financial Group Inc | 12,075 | $440.7K | 0.18% | 00.0% | Unchanged |
| Univest Financial Corp | 11,886 | $433.8K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 11,176 | $408.0K | 0.00% | +4,760+74.2% | Added |
| Henshaw Capital LLC | 10,972 | $400.5K | 0.02% | +2,494+29.4% | Added |
| Public Employees Retirement Association of Colorado | 10,928 | $399.0K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,877 | $397.0K | 0.26% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,701 | $390.6K | 0.00% | −1,302−10.8% | Reduced |
| First Hawaiian Bank | 10,523 | $384.1K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,414 | $380.1K | 0.01% | +1,491+16.7% | Added |
| Advisors Asset Management, Inc. | 10,198 | $372.2K | 0.01% | −155−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 10,061 | $367.3K | 0.00% | +128+1.3% | Added |
| Captrust Financial Advisors | 9,381 | $342.4K | 0.00% | −1,484−13.7% | Reduced |
| ProShare Advisors LLC | 9,320 | $340.2K | 0.00% | −253−2.6% | Reduced |
| Handelsbanken Fonder AB | 9,205 | $336.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,970 | $327.4K | 0.00% | +8,970 | New |
| Prelude Capital Management, LLC | 8,927 | $325.8K | 0.03% | +8,927 | New |
| Advisor Partners II, LLC | 8,614 | $314.4K | 0.01% | +8,614 | New |
| Radnor Capital Management, LLC | 8,550 | $312.0K | 0.06% | +8,550 | New |
| MML Investors Services, LLC | 7,995 | $292.0K | 0.00% | +15+0.2% | Added |
| FineMark National Bank & Trust | 7,932 | $289.5K | 0.01% | +7,932 | New |
| Diversified Trust Co | 7,877 | $287.5K | 0.01% | +345+4.6% | Added |
| Janney Montgomery Scott LLC | 7,725 | $282.0K | 0.00% | +316+4.3% | Added |
| Amundi | 7,661 | $270.3K | 0.00% | −196−2.5% | Reduced |
| Everence Capital Management Inc | 7,320 | $267.0K | 0.02% | −2,910−28.4% | Reduced |
| Pathstone Family Office, LLC | 7,291 | $266.1K | 0.00% | +7,291 | New |
| Keebeck Alpha, LP | 7,243 | $264.4K | 0.26% | +7,243 | New |
| Pine Valley Investments Ltd Liability Co | 7,002 | $255.6K | 0.02% | +14+0.2% | Added |
| State of Wisconsin Investment Board | 6,609 | $241.2K | 0.00% | +6,609 | New |
| Point72 Asset Management, L.P. | 6,438 | $235.0K | 0.00% | +6,438 | New |
| STRS Ohio | 6,400 | $233.0K | 0.00% | +5,200+433.3% | Added |
| Forum Financial Management, LP | 6,361 | $232.2K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,234 | $227.5K | 0.08% | −1,482−19.2% | Reduced |
| CIBC Asset Management Inc | 6,176 | $225.4K | 0.00% | −351−5.4% | Reduced |
| Occudo Quantitative Strategies LP | 6,154 | $224.6K | 0.03% | +6,154 | New |
| Westover Capital Advisors, LLC | 6,115 | $223.2K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 6,107 | $222.9K | 0.00% | −263−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,088 | $222.2K | 0.01% | +1,028+20.3% | Added |
| Glenmede Trust Co NA | 5,987 | $218.5K | 0.00% | +5,987 | New |
| LPL Financial LLC | 5,778 | $210.9K | 0.00% | +5,778 | New |
| Pictet Asset Management Holding SA | 5,760 | $210.2K | 0.00% | +5,760 | New |
| Allegheny Financial Group LTD | 5,520 | $201.5K | 0.08% | +20+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 5,500 | $200.8K | 0.00% | +2,720+97.8% | Added |
| Vestcor Inc | 4,369 | $159.0K | 0.01% | +4,369 | New |
| Metropolitan Life Insurance Co | 3,539 | $129.2K | 0.01% | +176+5.2% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $110.2K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 2,933 | $107.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,710 | $98.9K | 0.00% | +193+7.7% | Added |
| Nisa Investment Advisors, LLC | 2,555 | $93.3K | 0.00% | −35−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,549 | $93.0K | 0.00% | +1,514+146.3% | Added |
| McClarren Financial Advisors, Inc. | 2,520 | $91.0K | 0.08% | 00.0% | Unchanged |
| Point72 Middle East FZE | 2,426 | $88.5K | 0.01% | +2,426 | New |
| Allspring Global Investments Holdings, LLC | 2,109 | $77.0K | 0.00% | −323−13.3% | Reduced |
| Quantbot Technologies LP | 1,798 | $65.6K | 0.00% | +1,798 | New |
| KBC Group NV | 1,713 | $63.0K | 0.00% | −2,895−62.8% | Reduced |
| First Horizon Advisors, Inc. | 1,363 | $49.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,337 | $48.1K | 0.00% | +71+5.6% | Added |
| Covestor Ltd | 1,180 | $43.0K | 0.03% | +516+77.7% | Added |
| South State Corp. | 1,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $35.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 849 | $31.0K | 0.01% | +269+46.4% | Added |
| Lazard Asset Management LLC | 643 | $23.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 554 | $20.0K | 0.00% | +31+5.9% | Added |
| Versant Capital Management, Inc | 367 | $13.4K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 320 | $12.0K | 0.00% | +320 | New |
| EverSource Wealth Advisors, LLC | 327 | $11.9K | 0.00% | −29−8.1% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 286 | $10.4K | 0.00% | −19−6.2% | Reduced |
| Parallel Advisors, LLC | 251 | $9.17K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 180 | $6.57K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 172 | $6.28K | 0.00% | +172 | New |