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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 164,559 | $7.56M | 0.16% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 166,426 | $7.64M | 0.01% | +164,317+7,791.2% | Added |
| Legal & General Group Plc | 167,698 | $7.70M | 0.00% | −1,926−1.1% | Reduced |
| Envestnet Asset Management Inc | 174,464 | $8.01M | 0.00% | −1,319−0.8% | Reduced |
| Ameriprise Financial Inc | 191,632 | $8.80M | 0.00% | −528,815−73.4% | Reduced |
| Rhumbline Advisers | 192,172 | $8.83M | 0.01% | −7,910−4.0% | Reduced |
| Assenagon Asset Management S.A. | 205,025 | $9.42M | 0.03% | +128,834+169.1% | Added |
| Wellington Management Group LLP | 216,993 | $9.97M | 0.00% | −8,061−3.6% | Reduced |
| Wells Fargo & Company | 226,942 | $10.4M | 0.00% | −11,810−4.9% | Reduced |
| Loomis Sayles & Co L P | 245,758 | $11.3M | 0.02% | −27,493−10.1% | Reduced |
| New York State Common Retirement Fund | 249,857 | $11.5M | 0.02% | −744−0.3% | Reduced |
| Goldman Sachs Group Inc | 271,673 | $12.5M | 0.00% | +38,924+16.7% | Added |
| Renaissance Technologies LLC | 277,426 | $12.7M | 0.02% | +5,000+1.8% | Added |
| Eagle Asset Management Inc | 289,029 | $13.3M | 0.07% | +1,714+0.6% | Added |
| Principal Financial Group Inc | 316,609 | $14.5M | 0.01% | −12,770−3.9% | Reduced |
| Earnest Partners LLC | 334,246 | $15.4M | 0.08% | −22,915−6.4% | Reduced |
| American Century Companies Inc | 457,196 | $21.0M | 0.01% | +105,103+29.9% | Added |
| JPMorgan Chase & Co | 457,506 | $21.0M | 0.00% | +161,061+54.3% | Added |
| Nuveen Asset Management, LLC | 474,075 | $21.8M | 0.01% | +65,089+15.9% | Added |
| Frontier Capital Management Co LLC | 521,911 | $24.0M | 0.24% | −8,288−1.6% | Reduced |
| Morgan Stanley | 530,175 | $24.4M | 0.00% | +176,556+49.9% | Added |
| Jennison Associates LLC | 533,060 | $24.5M | 0.02% | −51,330−8.8% | Reduced |
| Bank of New York Mellon Corp | 587,344 | $27.0M | 0.01% | +20,126+3.5% | Added |
| Charles Schwab Investment Management Inc | 641,895 | $29.5M | 0.01% | +28,573+4.7% | Added |
| Norges Bank | 682,979 | $31.4M | 0.01% | +15,340+2.3% | Added |
| Invesco Ltd. | 685,087 | $31.5M | 0.01% | +73,446+12.0% | Added |
| Manufacturers Life Insurance Company, The | 753,980 | $34.6M | 0.02% | −58,006−7.1% | Reduced |
| Brown Advisory Inc | 795,122 | $36.5M | 0.05% | −27,311−3.3% | Reduced |
| Palisade Capital Management LLC | 821,792 | $37.7M | 1.00% | −73,985−8.3% | Reduced |
| Bank of America Corp | 851,497 | $39.1M | 0.00% | +47,219+5.9% | Added |
| Northern Trust Corp | 891,947 | $41.0M | 0.01% | −20,420−2.2% | Reduced |
| Pzena Investment Management LLC | 1,003,447 | $46.1M | 0.17% | −40,549−3.9% | Reduced |
| Cooke & Bieler LP | 1,023,909 | $47.0M | 0.41% | −19,670−1.9% | Reduced |
| Alliancebernstein L.P. | 1,057,755 | $48.6M | 0.02% | +66,868+6.7% | Added |
| Champlain Investment Partners, LLC | 1,133,191 | $52.0M | 0.31% | −67,166−5.6% | Reduced |
| Geode Capital Management, LLC | 1,360,659 | $62.5M | 0.01% | +56,894+4.4% | Added |
| Macquarie Group Ltd | 1,770,360 | $81.3M | 0.09% | −7,204−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,466,068 | $113.3M | 0.07% | −48,672−1.9% | Reduced |
| State Street Corp | 2,861,644 | $131.4M | 0.01% | +155,381+5.7% | Added |
| Franklin Resources Inc | 2,886,034 | $132.6M | 0.06% | +232,508+8.8% | Added |
| Dimensional Fund Advisors LP | 3,757,216 | $172.6M | 0.05% | +77,589+2.1% | Added |
| Vanguard Group Inc | 6,965,798 | $319.9M | 0.01% | −54,582−0.8% | Reduced |
| BlackRock Inc. | 8,694,832 | $399.4M | 0.01% | −164,548−1.9% | Reduced |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −34,745−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,890−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,927−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −7,243−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −6,176−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,154−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bryn Mawr Trust Co | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |