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, 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
- 53.9M
- +560.8K (+1.1%) vs. Q4 2023
- Total value
- $2.43B
- −$17.5M (−0.7%) vs. Q4 2023
- New holders
- 21
- 70 more added
- Sold out
- 23
- 101 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $226 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $226 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 10 | $442 | 0.00% | −20−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $586 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $587 | 0.00% | +1+8.3% | Added |
| Massmutual Trust Co FSB | 21 | $948 | 0.00% | −4−16.0% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $1.17K | 0.00% | +26 | New |
| First Manhattan Co | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 63 | $2.84K | 0.00% | −7−10.0% | Reduced |
| ClariVest Asset Management LLC | 67 | $3.02K | 0.00% | +18+36.7% | Added |
| Lindbrook Capital, LLC | 78 | $3.52K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 85 | $3.75K | 0.00% | +85 | New |
| First Personal Financial Services | 88 | $3.97K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $4.06K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $4.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 96 | $4.33K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $4.56K | 0.00% | +9+9.8% | Added |
| Fifth Third Bancorp | 113 | $5.10K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 123 | $5.54K | 0.00% | +123 | New |
| Steward Partners Investment Advisory, LLC | 141 | $6.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 180 | $8.00K | 0.00% | −36−16.7% | Reduced |
| Macroview Investment Management LLC | 186 | $8.40K | 0.01% | +186 | New |
| Glen Eagle Advisors, LLC | 235 | $10.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 237 | $10.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $11.0K | 0.01% | −932−79.1% | Reduced |
| Parallel Advisors, LLC | 251 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 274 | $12.4K | 0.01% | +133+94.3% | Added |
| Versant Capital Management, Inc | 280 | $12.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 327 | $14.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 470 | $21.2K | 0.00% | +470 | New |
| Principal Securities, Inc. | 480 | $21.7K | 0.00% | +19+4.1% | Added |
| Public Employees Retirement System of Ohio | 656 | $29.6K | 0.00% | +72+12.3% | Added |
| GAMMA Investing LLC | 728 | $32.9K | 0.01% | −492−40.3% | Reduced |
| Russell Investments Group, Ltd. | 820 | $37.0K | 0.00% | −11,501−93.3% | Reduced |
| Global Retirement Partners, LLC | 859 | $38.8K | 0.00% | −67−7.2% | Reduced |
| Citadel Advisors LLC | 961 | $43.4K | 0.00% | −23,318−96.0% | Reduced |
| Key Financial Inc | 980 | $44.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $45.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,300 | $58.7K | 0.02% | +1,300 | New |
| First Horizon Advisors, Inc. | 1,363 | $61.5K | 0.00% | −182−11.8% | Reduced |
| POM Investment Strategies, LLC | 1,506 | $68.0K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 1,713 | $77.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,000 | $90.3K | 0.00% | −300−13.0% | Reduced |
| McClarren Financial Advisors, Inc. | 2,521 | $114.0K | 0.08% | +10.0% | Added |
| Smartleaf Asset Management LLC | 2,782 | $125.1K | 0.02% | +180+6.9% | Added |
| US Bancorp | 2,813 | $127.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,851 | $128.7K | 0.00% | +71+2.6% | Added |
| Nisa Investment Advisors, LLC | 2,935 | $132.5K | 0.00% | +390+15.3% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $136.3K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,177 | $143.4K | 0.01% | −362−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,254 | $146.9K | 0.00% | −5,355−62.2% | Reduced |
| FMR LLC | 3,348 | $151.1K | 0.00% | +223+7.1% | Added |
| Advisors Asset Management, Inc. | 4,422 | $199.6K | 0.00% | −36−0.8% | Reduced |
| Keybank National Association | 4,439 | $200.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,522 | $203.0K | 0.00% | +4,522 | New |
| Jacobi Capital Management LLC | 4,500 | $203.1K | 0.02% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,601 | $207.7K | 0.04% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,614 | $208.3K | 0.03% | −3,150−40.6% | Reduced |
| Graham Capital Management, L.P. | 4,689 | $211.7K | 0.01% | +4,689 | New |
| State of Wisconsin Investment Board | 4,744 | $214.1K | 0.00% | −12,947−73.2% | Reduced |
| Bailard, Inc. | 4,800 | $216.7K | 0.01% | +4,800 | New |
| Profund Advisors LLC | 4,821 | $217.6K | 0.01% | −284−5.6% | Reduced |
| Mariner, LLC | 4,912 | $221.7K | 0.00% | +276+6.0% | Added |
| TD Asset Management Inc | 5,000 | $225.7K | 0.00% | −1,900−27.5% | Reduced |
| Mutual Advisors, LLC | 5,063 | $228.5K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 5,354 | $241.7K | 0.00% | +7+0.1% | Added |
| Allegheny Financial Group LTD | 5,560 | $251.0K | 0.08% | +19+0.3% | Added |
| Lansing Street Advisors | 5,704 | $257.5K | 0.12% | 00.0% | Unchanged |
| Truist Financial Corp | 5,846 | $263.9K | 0.00% | −211−3.5% | Reduced |
| Guggenheim Capital LLC | 5,856 | $264.3K | 0.00% | +5,856 | New |
| Bank of Montreal | 5,949 | $270.1K | 0.00% | +351+6.3% | Added |
| Ameritas Investment Partners, Inc. | 6,027 | $272.1K | 0.01% | −316−5.0% | Reduced |
| Forum Financial Management, LP | 6,042 | $272.7K | 0.00% | +9+0.1% | Added |
| Westover Capital Advisors, LLC | 6,295 | $284.2K | 0.08% | −346−5.2% | Reduced |
| Squarepoint Ops LLC | 6,509 | $293.8K | 0.00% | −38,819−85.6% | Reduced |
| Advisor Group Holdings, Inc. | 6,564 | $296.3K | 0.00% | −2,018−23.5% | Reduced |
| SG Americas Securities, LLC | 6,605 | $298.0K | 0.00% | +6,605 | New |
| Pictet Asset Management Holding SA | 6,843 | $308.9K | 0.00% | +1,083+18.8% | Added |
| Campbell & CO Investment Adviser LLC | 6,845 | $309.0K | 0.03% | −14,545−68.0% | Reduced |
| Glenmede Trust Co NA | 6,982 | $315.2K | 0.00% | +30+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,208 | $325.0K | 0.00% | +2,714+60.4% | Added |
| Walleye Capital LLC | 7,309 | $329.9K | 0.00% | +2,861+64.3% | Added |
| Everence Capital Management Inc | 7,320 | $330.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,326 | $331.0K | 0.00% | −1,218−14.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,633 | $344.5K | 0.03% | +14+0.2% | Added |
| Los Angeles Capital Management LLC | 7,810 | $352.5K | 0.00% | +3,204+69.6% | Added |
| FineMark National Bank & Trust | 7,932 | $358.1K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,937 | $358.3K | 0.00% | −549−6.5% | Reduced |
| Prelude Capital Management, LLC | 8,143 | $367.6K | 0.03% | +8,143 | New |
| Keebeck Alpha, LP | 8,483 | $382.9K | 0.25% | +8,483 | New |
| Radnor Capital Management, LLC | 8,550 | $386.0K | 0.07% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 8,862 | $400.0K | 0.08% | −3,023−25.4% | Reduced |
| Janney Montgomery Scott LLC | 8,976 | $405.0K | 0.00% | −11,622−56.4% | Reduced |
| Public Employees Retirement Association of Colorado | 9,240 | $417.0K | 0.00% | −1,688−15.4% | Reduced |
| Ironwood Investment Management LLC | 9,270 | $418.4K | 0.20% | −3,465−27.2% | Reduced |