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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.

Institutional holdersQ4 2023: 243 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ4 2023: $2.45B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2023.

Institutions holding WSFS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mirae Asset Global Investments Co., Ltd.27,880$1.28M0.00%+538+2.0%Added
The PNC Financial Services Group, Inc.25,936$1.19M0.00%−2,205−7.8%Reduced
Victory Capital Management Inc25,412$1.17M0.00%+6,293+32.9%Added
Jackson Creek Investment Advisors LLC24,776$1.14M0.44%+24,776New
Citadel Advisors LLC24,279$1.12M0.00%−137,009−84.9%Reduced
Amalgamated Bank22,901$1.05M0.01%−856−3.6%Reduced
Royce & Associates LP22,500$1.03M0.01%00.0%Unchanged
Maryland State Retirement & Pension System22,073$1.01M0.02%−416−1.8%Reduced
Commonwealth Equity Services, LLC21,471$986.0K0.00%+5,240+32.3%Added
Campbell & CO Investment Adviser LLC21,390$982.4K0.09%+21,390New
Salzhauer Michael21,309$978.7K0.88%−1,668−7.3%Reduced
Teachers Retirement System of the State of Kentucky20,957$963.0K0.01%00.0%Unchanged
Kennedy Capital Management, Inc.20,730$952.1K0.02%+20,730New
Janney Montgomery Scott LLC20,598$946.0K0.00%+12,873+166.6%Added
Wakefield Asset Management LLLP20,451$939.3K0.35%+20,451New
BNP Paribas Arbitrage, SA19,922$915.0K0.00%−11,267−36.1%Reduced
Lountzis Asset Management, LLC19,000$872.7K0.48%00.0%Unchanged
Stifel Financial Corp18,954$870.5K0.00%−38,679−67.1%Reduced
Oregon Public Employees Retirement Fund17,793$817.2K0.01%−400−2.2%Reduced
State of Wisconsin Investment Board17,691$812.5K0.00%+11,082+167.7%Added
Balyasny Asset Management LLC17,569$806.9K0.00%−779−4.2%Reduced
State Board of Administration of Florida Retirement System17,490$803.3K0.00%00.0%Unchanged
Arizona State Retirement System17,068$783.9K0.01%−428−2.4%Reduced
Gsa Capital Partners LLP17,033$782.0K0.07%+17,033New
North Star Asset Management Inc16,790$771.2K0.04%−14,311−46.0%Reduced
Haverford Trust Co16,307$749.0K0.01%+16,307New
Versor Investments LP16,000$734.9K0.15%+16,000New
Bessemer Group Inc14,894$684.0K0.00%+3,718+33.3%Added
ExodusPoint Capital Management, LP14,550$668.0K0.01%−46,455−76.1%Reduced
Pathstone Holdings, LLC14,261$655.0K0.00%+14,261New
Sageworth Trust Co14,181$651.3K0.04%00.0%Unchanged
HRT Financial LP14,047$645.0K0.00%−31,708−69.3%Reduced
Resources Management Corp13,995$643.0K0.10%00.0%Unchanged
Jefferies Financial Group Inc.13,750$631.5K0.01%+13,750New
Teacher Retirement System of Texas13,218$607.0K0.00%+781+6.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)13,160$604.4K0.00%+710+5.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,105$601.9K0.00%−27,715−67.9%Reduced
Ironwood Investment Management LLC12,735$584.9K0.31%00.0%Unchanged
Russell Investments Group, Ltd.12,321$565.9K0.00%+36+0.3%Added
Marshall Financial Group Inc12,075$554.6K0.20%00.0%Unchanged
Univest Financial Corp11,886$545.9K0.16%00.0%Unchanged
Advantage Alpha Capital Partners LP11,885$545.9K0.10%+11,885New
Mill Creek Capital Advisors, LLC11,495$528.0K0.02%−3,148−21.5%Reduced
ProShare Advisors LLC11,489$527.7K0.00%+2,169+23.3%Added
Equitable Holdings, Inc.11,278$518.0K0.01%+864+8.3%Added
Point72 Middle East FZE11,252$516.8K0.04%+8,826+363.8%Added
Henshaw Capital LLC10,972$503.9K0.03%00.0%Unchanged
Public Employees Retirement Association of Colorado10,928$502.0K0.00%00.0%Unchanged
Lokken Investment Group LLC10,878$499.6K0.28%+10.0%Added
Mutual of America Capital Management LLC10,630$488.2K0.01%−71−0.7%Reduced
First Hawaiian Bank10,535$483.9K0.02%+12+0.1%Added
Natixis Advisors, L.P.10,524$483.0K0.00%+10,524New
STRS Ohio10,300$473.0K0.00%+3,900+60.9%Added
Captrust Financial Advisors9,459$434.5K0.00%+78+0.8%Added
Handelsbanken Fonder AB9,205$423.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,609$395.4K0.00%+6,060+237.7%Added
Advisor Group Holdings, Inc.8,582$394.2K0.00%−1,479−14.7%Reduced
Radnor Capital Management, LLC8,550$393.0K0.07%00.0%Unchanged
MML Investors Services, LLC8,544$392.0K0.00%+549+6.9%Added
Alps Advisors Inc8,486$389.8K0.00%−484−5.4%Reduced
FineMark National Bank & Trust7,932$364.3K0.01%00.0%Unchanged
Diversified Trust Co7,877$361.8K0.01%00.0%Unchanged
Hamilton Capital Partners Inc.7,764$356.6K0.07%+1,530+24.5%Added
Amundi7,896$352.0K0.00%+235+3.1%Added
Pine Valley Investments Ltd Liability Co7,619$349.9K0.03%+617+8.8%Added
Everence Capital Management Inc7,320$336.0K0.02%00.0%Unchanged
Glenmede Trust Co NA6,952$319.3K0.00%+965+16.1%Added
TD Asset Management Inc6,900$316.9K0.00%+6,900New
Two Sigma Securities, LLC6,819$313.2K0.01%+6,819New
Westover Capital Advisors, LLC6,641$305.0K0.10%+526+8.6%Added
AlphaMark Advisors, LLC6,602$303.0K0.12%+6,602New
Ameritas Investment Partners, Inc.6,343$291.3K0.01%+255+4.2%Added
LPL Financial LLC6,255$287.3K0.00%+477+8.3%Added
Truist Financial Corp6,057$278.2K0.00%−50−0.8%Reduced
Forum Financial Management, LP6,033$277.1K0.01%−328−5.2%Reduced
Centiva Capital, LP5,815$267.1K0.02%+5,815New
Pictet Asset Management Holding SA5,760$264.6K0.00%00.0%Unchanged
Bank of Montreal5,598$263.7K0.00%+5,598New
Edgestream Partners, L.P.5,721$262.8K0.02%−11,566−66.9%Reduced
Lansing Street Advisors5,704$262.0K0.14%+5,704New
Allegheny Financial Group LTD5,541$254.5K0.08%+21+0.4%Added
Buckingham Strategic Wealth, LLC5,347$245.6K0.00%+5,347New
Profund Advisors LLC5,105$234.5K0.01%+5,105New
Mutual Advisors, LLC5,063$232.5K0.01%+5,063New
Axq Capital, LP4,700$215.9K0.06%+4,700New
Mariner, LLC4,636$212.9K0.00%+4,636New
Los Angeles Capital Management LLC4,606$211.6K0.00%+4,606New
Affinity Wealth Management LLC4,601$211.3K0.04%+4,601New
Tower Bridge Advisors4,582$210.5K0.02%+4,582New
Jacobi Capital Management LLC4,500$206.7K0.02%+4,500New
Cambridge Investment Research Advisors, Inc.4,494$206.0K0.00%+4,494New
Advisors Asset Management, Inc.4,458$204.8K0.00%−5,740−56.3%Reduced
Walleye Capital LLC4,448$204.3K0.00%+4,448New
Keybank National Association4,439$203.9K0.00%+4,439New
Metropolitan Life Insurance Co3,539$162.5K0.01%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.3,136$144.0K0.04%+3,136New
FMR LLC3,125$143.6K0.00%+415+15.3%Added
Blue Bell Private Wealth Management, LLC3,019$138.7K0.03%00.0%Unchanged
US Bancorp2,813$129.2K0.00%−120−4.1%Reduced
Northwestern Mutual Wealth Management Co2,780$127.7K0.00%−2,720−49.5%Reduced