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, 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $92 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $184 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $230 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $460 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $552 | 0.00% | −2−14.3% | Reduced |
| Massmutual Trust Co FSB | 25 | $1.15K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 25 | $1.15K | 0.00% | −18−41.9% | Reduced |
| First Manhattan Co | 30 | $1.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 30 | $1.38K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 43 | $1.98K | 0.00% | −5−10.4% | Reduced |
| Ronald Blue Trust, Inc. | 67 | $2.00K | 0.00% | +67 | New |
| ClariVest Asset Management LLC | 49 | $2.25K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $3.21K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $3.58K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $4.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $4.13K | 0.00% | −90−50.0% | Reduced |
| Quadrant Capital Group LLC | 90 | $4.13K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 92 | $4.23K | 0.00% | −757−89.2% | Reduced |
| Private Wealth Management Group, LLC | 96 | $4.41K | 0.00% | +96 | New |
| Fifth Third Bancorp | 113 | $5.19K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 141 | $6.48K | 0.00% | +141 | New |
| Quarry LP | 141 | $6.48K | 0.00% | +141 | New |
| CWM, LLC | 216 | $10.0K | 0.00% | +91+72.8% | Added |
| Glen Eagle Advisors, LLC | 235 | $10.8K | 0.00% | −65−21.7% | Reduced |
| Proequities, Inc. | 237 | $10.9K | 0.00% | −49−17.1% | Reduced |
| Parallel Advisors, LLC | 251 | $11.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 280 | $12.9K | 0.00% | −87−23.7% | Reduced |
| EverSource Wealth Advisors, LLC | 327 | $15.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 461 | $21.2K | 0.00% | +461 | New |
| Public Employees Retirement System of Ohio | 584 | $26.8K | 0.00% | +30+5.4% | Added |
| Global Retirement Partners, LLC | 926 | $40.7K | 0.00% | −411−30.7% | Reduced |
| Key Financial Inc | 980 | $45.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $45.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,179 | $54.0K | 0.04% | −1−0.1% | Reduced |
| GAMMA Investing LLC | 1,220 | $54.3K | 0.01% | +1,220 | New |
| POM Investment Strategies, LLC | 1,506 | $69.2K | 0.06% | +1,506 | New |
| First Horizon Advisors, Inc. | 1,545 | $71.0K | 0.00% | +182+13.4% | Added |
| KBC Group NV | 1,713 | $79.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,300 | $106.0K | 0.00% | +2,300 | New |
| McClarren Financial Advisors, Inc. | 2,520 | $116.0K | 0.09% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,545 | $116.9K | 0.00% | −10−0.4% | Reduced |
| Smartleaf Asset Management LLC | 2,602 | $122.1K | 0.03% | +2,602 | New |
| Northwestern Mutual Wealth Management Co | 2,780 | $127.7K | 0.00% | −2,720−49.5% | Reduced |
| US Bancorp | 2,813 | $129.2K | 0.00% | −120−4.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,019 | $138.7K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 3,125 | $143.6K | 0.00% | +415+15.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,136 | $144.0K | 0.04% | +3,136 | New |
| Metropolitan Life Insurance Co | 3,539 | $162.5K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 4,439 | $203.9K | 0.00% | +4,439 | New |
| Walleye Capital LLC | 4,448 | $204.3K | 0.00% | +4,448 | New |
| Advisors Asset Management, Inc. | 4,458 | $204.8K | 0.00% | −5,740−56.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,494 | $206.0K | 0.00% | +4,494 | New |
| Jacobi Capital Management LLC | 4,500 | $206.7K | 0.02% | +4,500 | New |
| Tower Bridge Advisors | 4,582 | $210.5K | 0.02% | +4,582 | New |
| Affinity Wealth Management LLC | 4,601 | $211.3K | 0.04% | +4,601 | New |
| Los Angeles Capital Management LLC | 4,606 | $211.6K | 0.00% | +4,606 | New |
| Mariner, LLC | 4,636 | $212.9K | 0.00% | +4,636 | New |
| Axq Capital, LP | 4,700 | $215.9K | 0.06% | +4,700 | New |
| Mutual Advisors, LLC | 5,063 | $232.5K | 0.01% | +5,063 | New |
| Profund Advisors LLC | 5,105 | $234.5K | 0.01% | +5,105 | New |
| Buckingham Strategic Wealth, LLC | 5,347 | $245.6K | 0.00% | +5,347 | New |
| Allegheny Financial Group LTD | 5,541 | $254.5K | 0.08% | +21+0.4% | Added |
| Lansing Street Advisors | 5,704 | $262.0K | 0.14% | +5,704 | New |
| Edgestream Partners, L.P. | 5,721 | $262.8K | 0.02% | −11,566−66.9% | Reduced |
| Bank of Montreal | 5,598 | $263.7K | 0.00% | +5,598 | New |
| Pictet Asset Management Holding SA | 5,760 | $264.6K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,815 | $267.1K | 0.02% | +5,815 | New |
| Forum Financial Management, LP | 6,033 | $277.1K | 0.01% | −328−5.2% | Reduced |
| Truist Financial Corp | 6,057 | $278.2K | 0.00% | −50−0.8% | Reduced |
| LPL Financial LLC | 6,255 | $287.3K | 0.00% | +477+8.3% | Added |
| Ameritas Investment Partners, Inc. | 6,343 | $291.3K | 0.01% | +255+4.2% | Added |
| AlphaMark Advisors, LLC | 6,602 | $303.0K | 0.12% | +6,602 | New |
| Westover Capital Advisors, LLC | 6,641 | $305.0K | 0.10% | +526+8.6% | Added |
| Two Sigma Securities, LLC | 6,819 | $313.2K | 0.01% | +6,819 | New |
| TD Asset Management Inc | 6,900 | $316.9K | 0.00% | +6,900 | New |
| Glenmede Trust Co NA | 6,952 | $319.3K | 0.00% | +965+16.1% | Added |
| Everence Capital Management Inc | 7,320 | $336.0K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,619 | $349.9K | 0.03% | +617+8.8% | Added |
| Amundi | 7,896 | $352.0K | 0.00% | +235+3.1% | Added |
| Hamilton Capital Partners Inc. | 7,764 | $356.6K | 0.07% | +1,530+24.5% | Added |
| Diversified Trust Co | 7,877 | $361.8K | 0.01% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 7,932 | $364.3K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,486 | $389.8K | 0.00% | −484−5.4% | Reduced |
| MML Investors Services, LLC | 8,544 | $392.0K | 0.00% | +549+6.9% | Added |
| Radnor Capital Management, LLC | 8,550 | $393.0K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,582 | $394.2K | 0.00% | −1,479−14.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,609 | $395.4K | 0.00% | +6,060+237.7% | Added |
| Handelsbanken Fonder AB | 9,205 | $423.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 9,459 | $434.5K | 0.00% | +78+0.8% | Added |
| STRS Ohio | 10,300 | $473.0K | 0.00% | +3,900+60.9% | Added |
| Natixis Advisors, L.P. | 10,524 | $483.0K | 0.00% | +10,524 | New |
| First Hawaiian Bank | 10,535 | $483.9K | 0.02% | +12+0.1% | Added |
| Mutual of America Capital Management LLC | 10,630 | $488.2K | 0.01% | −71−0.7% | Reduced |
| Lokken Investment Group LLC | 10,878 | $499.6K | 0.28% | +10.0% | Added |
| Public Employees Retirement Association of Colorado | 10,928 | $502.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 10,972 | $503.9K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 11,252 | $516.8K | 0.04% | +8,826+363.8% | Added |
| Equitable Holdings, Inc. | 11,278 | $518.0K | 0.01% | +864+8.3% | Added |
| ProShare Advisors LLC | 11,489 | $527.7K | 0.00% | +2,169+23.3% | Added |