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 |
|---|---|---|---|---|---|
| CWM, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 113 | $4.13K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $3.29K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $3.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $2.85K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 72 | $2.63K | 0.00% | +72 | New |
| Harbour Investments, Inc. | 70 | $2.56K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 49 | $2.00K | 0.00% | −32−39.5% | Reduced |
| Farmers & Merchants Investments Inc | 48 | $1.75K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 44 | $1.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $1.57K | 0.00% | +11+34.4% | Added |
| First Manhattan Co | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 48 | $1.00K | 0.00% | +48 | New |
| SRS Capital Advisors, Inc. | 27 | $994 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $511 | 0.00% | +2+16.7% | Added |
| Glassman Wealth Services | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −19,842−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −14,561−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,791−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −6,889−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −5,415−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,457−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −5,439−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,306−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |