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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
Smartleaf Asset Management LLC2,602$122.1K0.03%+2,602New
Nisa Investment Advisors, LLC2,545$116.9K0.00%−10−0.4%Reduced
McClarren Financial Advisors, Inc.2,520$116.0K0.09%00.0%Unchanged
Aquatic Capital Management LLC2,300$106.0K0.00%+2,300New
KBC Group NV1,713$79.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,545$71.0K0.00%+182+13.4%Added
POM Investment Strategies, LLC1,506$69.2K0.06%+1,506New
GAMMA Investing LLC1,220$54.3K0.01%+1,220New
Covestor Ltd1,179$54.0K0.04%−1−0.1%Reduced
South State Corp.1,000$45.9K0.00%00.0%Unchanged
Key Financial Inc980$45.0K0.01%00.0%Unchanged
Global Retirement Partners, LLC926$40.7K0.00%−411−30.7%Reduced
Public Employees Retirement System of Ohio584$26.8K0.00%+30+5.4%Added
Principal Securities, Inc.461$21.2K0.00%+461New
EverSource Wealth Advisors, LLC327$15.0K0.00%00.0%Unchanged
Versant Capital Management, Inc280$12.9K0.00%−87−23.7%Reduced
Parallel Advisors, LLC251$11.5K0.00%00.0%Unchanged
Proequities, Inc.237$10.9K0.00%−49−17.1%Reduced
Glen Eagle Advisors, LLC235$10.8K0.00%−65−21.7%Reduced
CWM, LLC216$10.0K0.00%+91+72.8%Added
Steward Partners Investment Advisory, LLC141$6.48K0.00%+141New
Quarry LP141$6.48K0.00%+141New
Fifth Third Bancorp113$5.19K0.00%00.0%Unchanged
Private Wealth Management Group, LLC96$4.41K0.00%+96New
Eagle Bay Advisors LLC92$4.23K0.00%−757−89.2%Reduced
AdvisorNet Financial, Inc90$4.13K0.00%−90−50.0%Reduced
Quadrant Capital Group LLC90$4.13K0.00%00.0%Unchanged
First Personal Financial Services88$4.04K0.00%00.0%Unchanged
Lindbrook Capital, LLC78$3.58K0.00%00.0%Unchanged
Harbour Investments, Inc.70$3.21K0.00%00.0%Unchanged
ClariVest Asset Management LLC49$2.25K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.67$2.00K0.00%+67New
Farmers & Merchants Investments Inc43$1.98K0.00%−5−10.4%Reduced
Farther Finance Advisors, LLC30$1.38K0.00%+30New
First Manhattan Co30$1.38K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC25$1.15K0.00%−18−41.9%Reduced
Massmutual Trust Co FSB25$1.15K0.00%+25New
SJS Investment Consulting Inc.12$5520.00%−2−14.3%Reduced
DiNuzzo Private Wealth, Inc.10$4600.00%+10New
Parkside Financial Bank & Trust5$2300.00%+5New
Glassman Wealth Services4$1840.00%00.0%Unchanged
Tfo-TDC, LLC2$920.00%00.0%Unchanged
Manchester Capital Management LLC1$460.00%00.0%Unchanged
SG Americas Securities, LLC0$00.00%−34,745−100.0%Sold out
XTX Topco Ltd0$00.00%−13,890−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−8,927−100.0%Sold out
Keebeck Alpha, LP0$00.00%−7,243−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−6,438−100.0%Sold out
CIBC Asset Management Inc0$00.00%−6,176−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,154−100.0%Sold out
Vestcor Inc0$00.00%−4,369−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,798−100.0%Sold out
Lazard Asset Management LLC0$00.00%−643−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−320−100.0%Sold out
Elequin Capital LP0$00.00%−172−100.0%Sold out
Creative Planning0$00.00%−72−100.0%Sold out
Carmichael Hill & Associates, Inc.0$00.00%−44−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−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