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.
Q4 2023 vs. Q3 2023
How the institutions holding WSFS Financial Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 218 | 4 | 243 | +29 |
| Shares | 53.1M | 71.8K | 53.3M | +342.3K (+0.6%) |
| Value | $1.94B | $2.62M | $2.45B | +$515.3M (+26.6%) |
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (44)
Institutions that held WSFS Financial Corp at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (15)
Institutions that held WSFS Financial Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| SG Americas Securities, LLC | 34,745 | $1.27M |
| XTX Topco Ltd | 13,890 | $507.0K |
| Prelude Capital Management, LLC | 8,927 | $325.8K |
| Keebeck Alpha, LP | 7,243 | $264.4K |
| Point72 Asset Management, L.P. | 6,438 | $235.0K |
| CIBC Asset Management Inc | 6,176 | $225.4K |
| Occudo Quantitative Strategies LP | 6,154 | $224.6K |
| Vestcor Inc | 4,369 | $159.0K |
| Quantbot Technologies LP | 1,798 | $65.6K |
| Lazard Asset Management LLC | 643 | $23.0K |
| Picton Mahoney Asset Management | 320 | $12.0K |
| Elequin Capital LP | 172 | $6.28K |
| Creative Planning | 72 | $2.63K |
| Carmichael Hill & Associates, Inc. | 44 | $1.61K |
| SRS Capital Advisors, Inc. | 27 | $994 |
Not filed for Q4 2023 yet (4)
Institutions that held WSFS Financial Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Bryn Mawr Trust Co | 55,865 | $2.04M |
| Advisor Partners II, LLC | 8,614 | $314.4K |
| Pathstone Family Office, LLC | 7,291 | $266.1K |
| Steward Financial Group LLC | 48 | $1.00K |