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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 11,495 | $528.0K | 0.02% | −3,148−21.5% | Reduced |
| Advantage Alpha Capital Partners LP | 11,885 | $545.9K | 0.10% | +11,885 | New |
| Univest Financial Corp | 11,886 | $545.9K | 0.16% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $554.6K | 0.20% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,321 | $565.9K | 0.00% | +36+0.3% | Added |
| Ironwood Investment Management LLC | 12,735 | $584.9K | 0.31% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,105 | $601.9K | 0.00% | −27,715−67.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,160 | $604.4K | 0.00% | +710+5.7% | Added |
| Teacher Retirement System of Texas | 13,218 | $607.0K | 0.00% | +781+6.3% | Added |
| Jefferies Financial Group Inc. | 13,750 | $631.5K | 0.01% | +13,750 | New |
| Resources Management Corp | 13,995 | $643.0K | 0.10% | 00.0% | Unchanged |
| HRT Financial LP | 14,047 | $645.0K | 0.00% | −31,708−69.3% | Reduced |
| Sageworth Trust Co | 14,181 | $651.3K | 0.04% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,261 | $655.0K | 0.00% | +14,261 | New |
| ExodusPoint Capital Management, LP | 14,550 | $668.0K | 0.01% | −46,455−76.1% | Reduced |
| Bessemer Group Inc | 14,894 | $684.0K | 0.00% | +3,718+33.3% | Added |
| Versor Investments LP | 16,000 | $734.9K | 0.15% | +16,000 | New |
| Haverford Trust Co | 16,307 | $749.0K | 0.01% | +16,307 | New |
| North Star Asset Management Inc | 16,790 | $771.2K | 0.04% | −14,311−46.0% | Reduced |
| Gsa Capital Partners LLP | 17,033 | $782.0K | 0.07% | +17,033 | New |
| Arizona State Retirement System | 17,068 | $783.9K | 0.01% | −428−2.4% | Reduced |
| State Board of Administration of Florida Retirement System | 17,490 | $803.3K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,569 | $806.9K | 0.00% | −779−4.2% | Reduced |
| State of Wisconsin Investment Board | 17,691 | $812.5K | 0.00% | +11,082+167.7% | Added |
| Oregon Public Employees Retirement Fund | 17,793 | $817.2K | 0.01% | −400−2.2% | Reduced |
| Stifel Financial Corp | 18,954 | $870.5K | 0.00% | −38,679−67.1% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $872.7K | 0.48% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 19,922 | $915.0K | 0.00% | −11,267−36.1% | Reduced |
| Wakefield Asset Management LLLP | 20,451 | $939.3K | 0.35% | +20,451 | New |
| Janney Montgomery Scott LLC | 20,598 | $946.0K | 0.00% | +12,873+166.6% | Added |
| Kennedy Capital Management, Inc. | 20,730 | $952.1K | 0.02% | +20,730 | New |
| Teachers Retirement System of the State of Kentucky | 20,957 | $963.0K | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 21,309 | $978.7K | 0.88% | −1,668−7.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,390 | $982.4K | 0.09% | +21,390 | New |
| Commonwealth Equity Services, LLC | 21,471 | $986.0K | 0.00% | +5,240+32.3% | Added |
| Maryland State Retirement & Pension System | 22,073 | $1.01M | 0.02% | −416−1.8% | Reduced |
| Royce & Associates LP | 22,500 | $1.03M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 22,901 | $1.05M | 0.01% | −856−3.6% | Reduced |
| Citadel Advisors LLC | 24,279 | $1.12M | 0.00% | −137,009−84.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 24,776 | $1.14M | 0.44% | +24,776 | New |
| Victory Capital Management Inc | 25,412 | $1.17M | 0.00% | +6,293+32.9% | Added |
| The PNC Financial Services Group, Inc. | 25,936 | $1.19M | 0.00% | −2,205−7.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,880 | $1.28M | 0.00% | +538+2.0% | Added |
| Keeley-Teton Advisors, LLC | 27,882 | $1.28M | 0.17% | −575−2.0% | Reduced |
| New York State Teachers Retirement System | 28,115 | $1.29M | 0.00% | +1,475+5.5% | Added |
| Janus Henderson Group PLC | 28,431 | $1.31M | 0.00% | −482,861−94.4% | Reduced |
| Private Advisor Group, LLC | 29,083 | $1.34M | 0.01% | +2,654+10.0% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.38M | 0.13% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 30,007 | $1.38M | 0.02% | −180−0.6% | Reduced |
| Ensign Peak Advisors, Inc | 30,050 | $1.38M | 0.00% | +4,250+16.5% | Added |
| Louisiana State Employees Retirement System | 30,400 | $1.40M | 0.03% | −700−2.3% | Reduced |
| Qube Research & Technologies Ltd | 31,314 | $1.44M | 0.00% | −1,117−3.4% | Reduced |
| MetLife Investment Management | 32,437 | $1.49M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 33,312 | $1.53M | 0.01% | −294−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 34,380 | $1.58M | 0.03% | −1,689−4.7% | Reduced |
| Corbyn Investment Management Inc | 35,084 | $1.61M | 0.76% | −541−1.5% | Reduced |
| Quest Partners LLC | 35,218 | $1.62M | 0.34% | +35,218 | New |
| AE Wealth Management LLC | 36,585 | $1.70M | 0.01% | −9,124−20.0% | Reduced |
| State of Alaska, Department of Revenue | 37,363 | $1.72M | 0.02% | −672−1.8% | Reduced |
| HSBC Holdings PLC | 38,628 | $1.79M | 0.00% | +21,456+124.9% | Added |
| SEI Investments Co | 39,913 | $1.83M | 0.00% | −809−2.0% | Reduced |
| Voya Investment Management LLC | 40,934 | $1.88M | 0.00% | +13,061+46.9% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $2.01M | 0.63% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 45,328 | $2.08M | 0.01% | +14,646+47.7% | Added |
| State of Tennessee, Treasury Department | 48,935 | $2.25M | 0.01% | +18,040+58.4% | Added |
| UBS Group AG | 50,266 | $2.31M | 0.00% | +35,752+246.3% | Added |
| Great West Life Assurance Co | 50,395 | $2.31M | 0.01% | −1,819−3.5% | Reduced |
| Jane Street Group, LLC | 50,450 | $2.32M | 0.00% | +9,429+23.0% | Added |
| Deutsche Bank AG | 52,124 | $2.39M | 0.00% | +22,298+74.8% | Added |
| Texas Permanent School Fund | 52,464 | $2.41M | 0.02% | +609+1.2% | Added |
| Susquehanna International Group, LLP | 54,636 | $2.51M | 0.00% | +31,349+134.6% | Added |
| Hantz Financial Services, Inc. | 56,834 | $2.61M | 0.06% | +825+1.5% | Added |
| Great Lakes Advisors, LLC | 56,890 | $2.61M | 0.02% | +18,501+48.2% | Added |
| Comerica Bank | 57,238 | $2.63M | 0.01% | +16,853+41.7% | Added |
| Rafferty Asset Management, LLC | 58,937 | $2.71M | 0.01% | +23,621+66.9% | Added |
| Engineers Gate Manager LP | 60,610 | $2.78M | 0.08% | +13,867+29.7% | Added |
| State of New Jersey Common Pension Fund D | 63,702 | $2.93M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 64,370 | $2.96M | 0.05% | +36,424+130.3% | Added |
| California State Teachers Retirement System | 64,496 | $2.96M | 0.00% | −3,343−4.9% | Reduced |
| Modera Wealth Management, LLC | 65,728 | $3.02M | 0.05% | −53−0.1% | Reduced |
| Citigroup Inc | 73,660 | $3.38M | 0.00% | +31,733+75.7% | Added |
| Thrivent Financial for Lutherans | 77,256 | $3.55M | 0.01% | +18,072+30.5% | Added |
| Cubist Systematic Strategies, LLC | 77,621 | $3.57M | 0.04% | +21,280+37.8% | Added |
| UBS Asset Management Americas Inc | 77,636 | $3.57M | 0.00% | +2,628+3.5% | Added |
| Prudential Financial Inc | 88,726 | $4.08M | 0.01% | +2,203+2.5% | Added |
| Credit Suisse AG | 94,635 | $4.35M | 0.00% | −26,466−21.9% | Reduced |
| Tudor Investment Corp Et Al | 97,023 | $4.46M | 0.06% | +8,372+9.4% | Added |
| Millennium Management LLC | 101,675 | $4.67M | 0.00% | +14,518+16.7% | Added |
| Raymond James & Associates | 104,803 | $4.81M | 0.00% | +8,796+9.2% | Added |
| Brandywine Global Investment Management, LLC | 106,069 | $4.87M | 0.04% | −10,921−9.3% | Reduced |
| Aristotle Capital Boston, LLC | 110,027 | $5.05M | 0.15% | −15,980−12.7% | Reduced |
| Crawford Investment Counsel Inc | 111,877 | $5.14M | 0.10% | +230+0.2% | Added |
| First Trust Advisors LP | 113,173 | $5.20M | 0.01% | +18,521+19.6% | Added |
| Royal Bank of Canada | 116,583 | $5.35M | 0.00% | +42,721+57.8% | Added |
| Swiss National Bank | 120,340 | $5.53M | 0.00% | −14,700−10.9% | Reduced |
| Public Sector Pension Investment Board | 126,032 | $5.79M | 0.04% | +50,566+67.0% | Added |
| Barclays PLC | 129,822 | $5.96M | 0.00% | +51,924+66.7% | Added |
| Fisher Asset Management, LLC | 133,052 | $6.11M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 148,693 | $6.83M | 0.00% | +25,222+20.4% | Added |
| Lord, Abbett & Co. LLC | 151,213 | $6.95M | 0.02% | +12,203+8.8% | Added |