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 $3.64B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in WSFS Financial Corp as of Dec 31, 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
- 243
- +29 vs. Q3 2023
- Shares held
- 53.3M
- +342.3K (+0.6%) vs. Q3 2023
- Total value
- $2.45B
- +$515.3M (+26.6%) vs. Q3 2023
- New holders
- 44
- 82 more added
- Sold out
- 15
- 76 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,694,832 | $399.4M | 0.01% | −164,548−1.9% | Reduced |
| Vanguard Group Inc | 6,965,798 | $319.9M | 0.01% | −54,582−0.8% | Reduced |
| Dimensional Fund Advisors LP | 3,757,216 | $172.6M | 0.05% | +77,589+2.1% | Added |
| Franklin Resources Inc | 2,886,034 | $132.6M | 0.06% | +232,508+8.8% | Added |
| State Street Corp | 2,861,644 | $131.4M | 0.01% | +155,381+5.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,466,068 | $113.3M | 0.07% | −48,672−1.9% | Reduced |
| Macquarie Group Ltd | 1,770,360 | $81.3M | 0.09% | −7,204−0.4% | Reduced |
| Geode Capital Management, LLC | 1,360,659 | $62.5M | 0.01% | +56,894+4.4% | Added |
| Champlain Investment Partners, LLC | 1,133,191 | $52.0M | 0.31% | −67,166−5.6% | Reduced |
| Alliancebernstein L.P. | 1,057,755 | $48.6M | 0.02% | +66,868+6.7% | Added |
| Cooke & Bieler LP | 1,023,909 | $47.0M | 0.41% | −19,670−1.9% | Reduced |
| Pzena Investment Management LLC | 1,003,447 | $46.1M | 0.17% | −40,549−3.9% | Reduced |
| Northern Trust Corp | 891,947 | $41.0M | 0.01% | −20,420−2.2% | Reduced |
| Bank of America Corp | 851,497 | $39.1M | 0.00% | +47,219+5.9% | Added |
| Palisade Capital Management LLC | 821,792 | $37.7M | 1.00% | −73,985−8.3% | Reduced |
| Brown Advisory Inc | 795,122 | $36.5M | 0.05% | −27,311−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 753,980 | $34.6M | 0.02% | −58,006−7.1% | Reduced |
| Invesco Ltd. | 685,087 | $31.5M | 0.01% | +73,446+12.0% | Added |
| Norges Bank | 682,979 | $31.4M | 0.01% | +15,340+2.3% | Added |
| Charles Schwab Investment Management Inc | 641,895 | $29.5M | 0.01% | +28,573+4.7% | Added |
| Bank of New York Mellon Corp | 587,344 | $27.0M | 0.01% | +20,126+3.5% | Added |
| Jennison Associates LLC | 533,060 | $24.5M | 0.02% | −51,330−8.8% | Reduced |
| Morgan Stanley | 530,175 | $24.4M | 0.00% | +176,556+49.9% | Added |
| Frontier Capital Management Co LLC | 521,911 | $24.0M | 0.24% | −8,288−1.6% | Reduced |
| Nuveen Asset Management, LLC | 474,075 | $21.8M | 0.01% | +65,089+15.9% | Added |
| JPMorgan Chase & Co | 457,506 | $21.0M | 0.00% | +161,061+54.3% | Added |
| American Century Companies Inc | 457,196 | $21.0M | 0.01% | +105,103+29.9% | Added |
| Earnest Partners LLC | 334,246 | $15.4M | 0.08% | −22,915−6.4% | Reduced |
| Principal Financial Group Inc | 316,609 | $14.5M | 0.01% | −12,770−3.9% | Reduced |
| Eagle Asset Management Inc | 289,029 | $13.3M | 0.07% | +1,714+0.6% | Added |
| Renaissance Technologies LLC | 277,426 | $12.7M | 0.02% | +5,000+1.8% | Added |
| Goldman Sachs Group Inc | 271,673 | $12.5M | 0.00% | +38,924+16.7% | Added |
| New York State Common Retirement Fund | 249,857 | $11.5M | 0.02% | −744−0.3% | Reduced |
| Loomis Sayles & Co L P | 245,758 | $11.3M | 0.02% | −27,493−10.1% | Reduced |
| Wells Fargo & Company | 226,942 | $10.4M | 0.00% | −11,810−4.9% | Reduced |
| Wellington Management Group LLP | 216,993 | $9.97M | 0.00% | −8,061−3.6% | Reduced |
| Assenagon Asset Management S.A. | 205,025 | $9.42M | 0.03% | +128,834+169.1% | Added |
| Rhumbline Advisers | 192,172 | $8.83M | 0.01% | −7,910−4.0% | Reduced |
| Ameriprise Financial Inc | 191,632 | $8.80M | 0.00% | −528,815−73.4% | Reduced |
| Envestnet Asset Management Inc | 174,464 | $8.01M | 0.00% | −1,319−0.8% | Reduced |
| Legal & General Group Plc | 167,698 | $7.70M | 0.00% | −1,926−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 166,426 | $7.64M | 0.01% | +164,317+7,791.2% | Added |
| Bridgeway Capital Management, LLC | 164,559 | $7.56M | 0.16% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 151,213 | $6.95M | 0.02% | +12,203+8.8% | Added |
| Price T Rowe Associates Inc | 148,693 | $6.83M | 0.00% | +25,222+20.4% | Added |
| Fisher Asset Management, LLC | 133,052 | $6.11M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 129,822 | $5.96M | 0.00% | +51,924+66.7% | Added |
| Public Sector Pension Investment Board | 126,032 | $5.79M | 0.04% | +50,566+67.0% | Added |
| Swiss National Bank | 120,340 | $5.53M | 0.00% | −14,700−10.9% | Reduced |
| Royal Bank of Canada | 116,583 | $5.35M | 0.00% | +42,721+57.8% | Added |
| First Trust Advisors LP | 113,173 | $5.20M | 0.01% | +18,521+19.6% | Added |
| Crawford Investment Counsel Inc | 111,877 | $5.14M | 0.10% | +230+0.2% | Added |
| Aristotle Capital Boston, LLC | 110,027 | $5.05M | 0.15% | −15,980−12.7% | Reduced |
| Brandywine Global Investment Management, LLC | 106,069 | $4.87M | 0.04% | −10,921−9.3% | Reduced |
| Raymond James & Associates | 104,803 | $4.81M | 0.00% | +8,796+9.2% | Added |
| Millennium Management LLC | 101,675 | $4.67M | 0.00% | +14,518+16.7% | Added |
| Tudor Investment Corp Et Al | 97,023 | $4.46M | 0.06% | +8,372+9.4% | Added |
| Credit Suisse AG | 94,635 | $4.35M | 0.00% | −26,466−21.9% | Reduced |
| Prudential Financial Inc | 88,726 | $4.08M | 0.01% | +2,203+2.5% | Added |
| UBS Asset Management Americas Inc | 77,636 | $3.57M | 0.00% | +2,628+3.5% | Added |
| Cubist Systematic Strategies, LLC | 77,621 | $3.57M | 0.04% | +21,280+37.8% | Added |
| Thrivent Financial for Lutherans | 77,256 | $3.55M | 0.01% | +18,072+30.5% | Added |
| Citigroup Inc | 73,660 | $3.38M | 0.00% | +31,733+75.7% | Added |
| Modera Wealth Management, LLC | 65,728 | $3.02M | 0.05% | −53−0.1% | Reduced |
| California State Teachers Retirement System | 64,496 | $2.96M | 0.00% | −3,343−4.9% | Reduced |
| Wedge Capital Management L L P | 64,370 | $2.96M | 0.05% | +36,424+130.3% | Added |
| State of New Jersey Common Pension Fund D | 63,702 | $2.93M | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 60,610 | $2.78M | 0.08% | +13,867+29.7% | Added |
| Rafferty Asset Management, LLC | 58,937 | $2.71M | 0.01% | +23,621+66.9% | Added |
| Comerica Bank | 57,238 | $2.63M | 0.01% | +16,853+41.7% | Added |
| Great Lakes Advisors, LLC | 56,890 | $2.61M | 0.02% | +18,501+48.2% | Added |
| Hantz Financial Services, Inc. | 56,834 | $2.61M | 0.06% | +825+1.5% | Added |
| Susquehanna International Group, LLP | 54,636 | $2.51M | 0.00% | +31,349+134.6% | Added |
| Texas Permanent School Fund | 52,464 | $2.41M | 0.02% | +609+1.2% | Added |
| Deutsche Bank AG | 52,124 | $2.39M | 0.00% | +22,298+74.8% | Added |
| Jane Street Group, LLC | 50,450 | $2.32M | 0.00% | +9,429+23.0% | Added |
| Great West Life Assurance Co | 50,395 | $2.31M | 0.01% | −1,819−3.5% | Reduced |
| UBS Group AG | 50,266 | $2.31M | 0.00% | +35,752+246.3% | Added |
| State of Tennessee, Treasury Department | 48,935 | $2.25M | 0.01% | +18,040+58.4% | Added |
| Squarepoint Ops LLC | 45,328 | $2.08M | 0.01% | +14,646+47.7% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $2.01M | 0.63% | 00.0% | Unchanged |
| Voya Investment Management LLC | 40,934 | $1.88M | 0.00% | +13,061+46.9% | Added |
| SEI Investments Co | 39,913 | $1.83M | 0.00% | −809−2.0% | Reduced |
| HSBC Holdings PLC | 38,628 | $1.79M | 0.00% | +21,456+124.9% | Added |
| State of Alaska, Department of Revenue | 37,363 | $1.72M | 0.02% | −672−1.8% | Reduced |
| AE Wealth Management LLC | 36,585 | $1.70M | 0.01% | −9,124−20.0% | Reduced |
| Quest Partners LLC | 35,218 | $1.62M | 0.34% | +35,218 | New |
| Corbyn Investment Management Inc | 35,084 | $1.61M | 0.76% | −541−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 34,380 | $1.58M | 0.03% | −1,689−4.7% | Reduced |
| American International Group, Inc. | 33,312 | $1.53M | 0.01% | −294−0.9% | Reduced |
| MetLife Investment Management | 32,437 | $1.49M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 31,314 | $1.44M | 0.00% | −1,117−3.4% | Reduced |
| Louisiana State Employees Retirement System | 30,400 | $1.40M | 0.03% | −700−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 30,050 | $1.38M | 0.00% | +4,250+16.5% | Added |
| Yousif Capital Management, LLC | 30,007 | $1.38M | 0.02% | −180−0.6% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.38M | 0.13% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 29,083 | $1.34M | 0.01% | +2,654+10.0% | Added |
| Janus Henderson Group PLC | 28,431 | $1.31M | 0.00% | −482,861−94.4% | Reduced |
| New York State Teachers Retirement System | 28,115 | $1.29M | 0.00% | +1,475+5.5% | Added |
| Keeley-Teton Advisors, LLC | 27,882 | $1.28M | 0.17% | −575−2.0% | Reduced |