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 $3.64B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in WSFS Financial Corp as of Mar 31, 2024. 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
- 241
- −2 vs. Q4 2023
- Shares held
- 55.4M
- +939.9K (+1.7%) vs. Q4 2023
- Total value
- $2.50B
- −$1.30M (−0.1%) vs. Q4 2023
- New holders
- 21
- 71 more added
- Sold out
- 23
- 100 more reduced
Compare with Q4 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,929,508 | $403.1M | 0.01% | +234,676+2.7% | Added |
| Vanguard Group Inc | 7,338,200 | $331.2M | 0.01% | +372,402+5.3% | Added |
| Dimensional Fund Advisors LP | 3,792,976 | $171.2M | 0.05% | +35,760+1.0% | Added |
| State Street Corp | 2,934,413 | $132.5M | 0.01% | +72,769+2.5% | Added |
| Franklin Resources Inc | 2,819,358 | $127.3M | 0.04% | −66,676−2.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,372,005 | $107.1M | 0.07% | −94,063−3.8% | Reduced |
| Macquarie Group Ltd | 1,724,489 | $77.8M | 0.09% | −45,871−2.6% | Reduced |
| Geode Capital Management, LLC | 1,389,097 | $62.7M | 0.01% | +28,438+2.1% | Added |
| Morgan Stanley | 1,370,082 | $61.8M | 0.00% | +309,732+29.2% | Added |
| Champlain Investment Partners, LLC | 1,293,281 | $58.4M | 0.33% | +160,090+14.1% | Added |
| Alliancebernstein L.P. | 1,055,423 | $47.6M | 0.02% | −2,332−0.2% | Reduced |
| Cooke & Bieler LP | 994,849 | $44.9M | 0.41% | −29,060−2.8% | Reduced |
| Pzena Investment Management LLC | 932,721 | $42.1M | 0.14% | −70,726−7.0% | Reduced |
| Bank of America Corp | 919,868 | $41.5M | 0.00% | +68,371+8.0% | Added |
| JPMorgan Chase & Co | 906,830 | $40.9M | 0.00% | −8,182−0.9% | Reduced |
| Northern Trust Corp | 825,984 | $37.3M | 0.01% | −65,963−7.4% | Reduced |
| Brown Advisory Inc | 825,871 | $37.3M | 0.05% | +30,749+3.9% | Added |
| Palisade Capital Management LLC | 823,497 | $37.2M | 0.98% | +1,705+0.2% | Added |
| Invesco Ltd. | 740,786 | $33.4M | 0.01% | +55,699+8.1% | Added |
| Manufacturers Life Insurance Company, The | 695,728 | $31.4M | 0.03% | −58,252−7.7% | Reduced |
| American Century Companies Inc | 685,901 | $31.0M | 0.02% | +228,705+50.0% | Added |
| Charles Schwab Investment Management Inc | 676,410 | $30.5M | 0.01% | +34,515+5.4% | Added |
| Standard Life Aberdeen plc | 640,030 | $28.9M | 0.06% | +640,030 | New |
| Bank of New York Mellon Corp | 566,589 | $25.6M | 0.00% | −20,755−3.5% | Reduced |
| Norges Bank | 534,163 | $24.1M | 0.00% | −148,816−21.8% | Reduced |
| Frontier Capital Management Co LLC | 503,297 | $22.7M | 0.21% | −18,614−3.6% | Reduced |
| Nuveen Asset Management, LLC | 470,688 | $21.2M | 0.01% | −3,387−0.7% | Reduced |
| Jennison Associates LLC | 346,227 | $15.6M | 0.01% | −186,833−35.0% | Reduced |
| Principal Financial Group Inc | 341,267 | $15.4M | 0.01% | +24,658+7.8% | Added |
| Earnest Partners LLC | 325,081 | $14.7M | 0.07% | −9,165−2.7% | Reduced |
| Lord, Abbett & Co. LLC | 302,426 | $13.7M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 298,426 | $13.5M | 0.02% | +21,000+7.6% | Added |
| Eagle Asset Management Inc | 258,254 | $11.4M | 0.06% | −30,775−10.6% | Reduced |
| New York State Common Retirement Fund | 249,460 | $11.3M | 0.01% | −397−0.2% | Reduced |
| Loomis Sayles & Co L P | 245,649 | $11.1M | 0.02% | −1090.0% | Reduced |
| Wells Fargo & Company | 236,395 | $10.7M | 0.00% | +9,453+4.2% | Added |
| Allspring Global Investments Holdings, LLC | 235,953 | $10.7M | 0.02% | +69,527+41.8% | Added |
| Goldman Sachs Group Inc | 235,855 | $10.6M | 0.00% | −35,818−13.2% | Reduced |
| Price T Rowe Associates Inc | 201,985 | $9.12M | 0.00% | +53,292+35.8% | Added |
| Wellington Management Group LLP | 198,602 | $8.96M | 0.00% | −18,391−8.5% | Reduced |
| Rhumbline Advisers | 190,850 | $8.61M | 0.01% | −1,322−0.7% | Reduced |
| Fisher Asset Management, LLC | 183,052 | $8.26M | 0.00% | +50,000+37.6% | Added |
| Ameriprise Financial Inc | 181,774 | $8.21M | 0.00% | −9,858−5.1% | Reduced |
| Envestnet Asset Management Inc | 175,710 | $7.93M | 0.00% | +1,246+0.7% | Added |
| Legal & General Group Plc | 167,735 | $7.57M | 0.00% | +370.0% | Added |
| Bridgeway Capital Management, LLC | 164,559 | $7.43M | 0.15% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 124,092 | $5.60M | 0.04% | −1,940−1.5% | Reduced |
| Assenagon Asset Management S.A. | 123,639 | $5.58M | 0.01% | −81,386−39.7% | Reduced |
| Swiss National Bank | 119,840 | $5.41M | 0.00% | −500−0.4% | Reduced |
| Crawford Investment Counsel Inc | 116,197 | $5.25M | 0.10% | +4,320+3.9% | Added |
| First Trust Advisors LP | 112,742 | $5.09M | 0.01% | −431−0.4% | Reduced |
| Raymond James & Associates | 110,546 | $4.99M | 0.00% | +5,743+5.5% | Added |
| Brandywine Global Investment Management, LLC | 105,368 | $4.76M | 0.03% | −701−0.7% | Reduced |
| Aristotle Capital Boston, LLC | 103,019 | $4.65M | 0.14% | −7,008−6.4% | Reduced |
| Credit Suisse AG | 101,173 | $4.57M | 0.00% | +6,538+6.9% | Added |
| Barclays PLC | 98,111 | $4.43M | 0.00% | −31,711−24.4% | Reduced |
| Prudential Financial Inc | 94,076 | $4.25M | 0.01% | +5,350+6.0% | Added |
| Royal Bank of Canada | 93,778 | $4.23M | 0.00% | −22,805−19.6% | Reduced |
| Citigroup Inc | 91,925 | $4.15M | 0.00% | +18,265+24.8% | Added |
| HSBC Holdings PLC | 78,601 | $3.55M | 0.00% | +39,973+103.5% | Added |
| UBS Asset Management Americas Inc | 77,636 | $3.50M | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 69,570 | $3.14M | 0.01% | +10,633+18.0% | Added |
| Modera Wealth Management, LLC | 65,736 | $2.97M | 0.05% | +80.0% | Added |
| Wedge Capital Management L L P | 63,735 | $2.88M | 0.05% | −635−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 63,702 | $2.88M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 60,706 | $2.74M | 0.00% | −3,790−5.9% | Reduced |
| Great Lakes Advisors, LLC | 56,653 | $2.56M | 0.02% | −237−0.4% | Reduced |
| Thrivent Financial for Lutherans | 55,631 | $2.51M | 0.01% | −21,625−28.0% | Reduced |
| Hantz Financial Services, Inc. | 54,208 | $2.45M | 0.05% | −2,626−4.6% | Reduced |
| Great West Life Assurance Co | 53,103 | $2.39M | 0.00% | +2,708+5.4% | Added |
| Texas Permanent School Fund | 52,982 | $2.39M | 0.02% | +518+1.0% | Added |
| Comerica Bank | 52,931 | $2.39M | 0.01% | −4,307−7.5% | Reduced |
| Bryn Mawr Trust Co | 52,795 | $2.38M | 0.09% | +52,795 | New |
| UBS Group AG | 51,513 | $2.33M | 0.00% | +1,247+2.5% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $1.98M | 0.66% | 00.0% | Unchanged |
| Voya Investment Management LLC | 39,565 | $1.79M | 0.00% | −1,369−3.3% | Reduced |
| State of Alaska, Department of Revenue | 36,888 | $1.67M | 0.02% | −475−1.3% | Reduced |
| Voloridge Investment Management, LLC | 36,870 | $1.66M | 0.01% | +36,870 | New |
| SEI Investments Co | 36,045 | $1.63M | 0.00% | −3,868−9.7% | Reduced |
| Corbyn Investment Management Inc | 35,060 | $1.58M | 0.70% | −24−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 33,780 | $1.52M | 0.02% | −600−1.7% | Reduced |
| Balyasny Asset Management LLC | 33,125 | $1.50M | 0.00% | +15,556+88.5% | Added |
| American International Group, Inc. | 32,589 | $1.47M | 0.01% | −723−2.2% | Reduced |
| Keeley-Teton Advisors, LLC | 31,435 | $1.42M | 0.17% | +3,553+12.7% | Added |
| MetLife Investment Management | 30,965 | $1.40M | 0.01% | −1,472−4.5% | Reduced |
| New York State Teachers Retirement System | 30,503 | $1.38M | 0.00% | +2,388+8.5% | Added |
| Millennium Management LLC | 30,332 | $1.37M | 0.00% | −71,343−70.2% | Reduced |
| BNP Paribas Arbitrage, SA | 30,156 | $1.36M | 0.00% | +10,234+51.4% | Added |
| Deutsche Bank AG | 30,134 | $1.36M | 0.00% | −21,990−42.2% | Reduced |
| Louisiana State Employees Retirement System | 30,000 | $1.35M | 0.03% | −400−1.3% | Reduced |
| Verdence Capital Advisors LLC | 30,000 | $1.35M | 0.12% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,785 | $1.34M | 0.04% | −30,825−50.9% | Reduced |
| Private Advisor Group, LLC | 28,873 | $1.30M | 0.01% | −210−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 28,607 | $1.29M | 0.00% | −1,443−4.8% | Reduced |
| Janus Henderson Group PLC | 28,432 | $1.28M | 0.00% | +10.0% | Added |
| Jupiter Asset Management Ltd | 27,754 | $1.25M | 0.01% | +27,754 | New |
| State of Tennessee, Treasury Department | 27,747 | $1.25M | 0.00% | −21,188−43.3% | Reduced |
| Yousif Capital Management, LLC | 27,244 | $1.23M | 0.01% | −2,763−9.2% | Reduced |
| Victory Capital Management Inc | 27,100 | $1.22M | 0.00% | +1,688+6.6% | Added |
| Pathstone Holdings, LLC | 26,532 | $1.20M | 0.01% | +12,271+86.0% | Added |