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 |
|---|---|---|---|---|---|
| STRS Ohio | 9,700 | $437.0K | 0.00% | −600−5.8% | Reduced |
| Amundi | 10,636 | $445.1K | 0.00% | +2,740+34.7% | Added |
| Semanteon Capital Management, LP | 10,339 | $466.7K | 0.30% | +10,339 | New |
| Mutual of America Capital Management LLC | 10,430 | $470.8K | 0.01% | −200−1.9% | Reduced |
| First Hawaiian Bank | 10,535 | $475.6K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,805 | $488.0K | 0.00% | +1,600+17.4% | Added |
| Henshaw Capital LLC | 10,972 | $495.3K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 11,157 | $503.6K | 0.02% | +3,280+41.6% | Added |
| Natixis Advisors, L.P. | 11,281 | $509.0K | 0.00% | +757+7.2% | Added |
| Equitable Holdings, Inc. | 11,309 | $510.5K | 0.01% | +31+0.3% | Added |
| Lokken Investment Group LLC | 11,879 | $536.2K | 0.27% | +1,001+9.2% | Added |
| Univest Financial Corp | 11,886 | $536.5K | 0.15% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $545.1K | 0.18% | 00.0% | Unchanged |
| North Star Asset Management Inc | 12,155 | $548.7K | 0.03% | −4,635−27.6% | Reduced |
| ProShare Advisors LLC | 12,182 | $549.9K | 0.00% | +693+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,073 | $590.1K | 0.00% | −32−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,160 | $594.0K | 0.00% | 00.0% | Unchanged |
| Haverford Trust Co | 13,307 | $600.7K | 0.01% | −3,000−18.4% | Reduced |
| State Board of Administration of Florida Retirement System | 16,040 | $603.3K | 0.00% | −1,450−8.3% | Reduced |
| Alpha DNA Investment Management LLC | 14,103 | $636.6K | 0.35% | +14,103 | New |
| Sageworth Trust Co | 14,181 | $640.1K | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 14,900 | $672.6K | 0.14% | −1,100−6.9% | Reduced |
| LPL Financial LLC | 15,156 | $684.1K | 0.00% | +8,901+142.3% | Added |
| Teacher Retirement System of Texas | 15,770 | $712.0K | 0.00% | +2,552+19.3% | Added |
| Oregon Public Employees Retirement Fund | 16,193 | $731.0K | 0.01% | −1,600−9.0% | Reduced |
| Arizona State Retirement System | 16,691 | $753.4K | 0.01% | −377−2.2% | Reduced |
| Bessemer Group Inc | 17,354 | $784.0K | 0.00% | +2,460+16.5% | Added |
| Susquehanna International Group, LLP | 17,923 | $809.0K | 0.00% | −36,713−67.2% | Reduced |
| Stifel Financial Corp | 18,639 | $841.4K | 0.00% | −315−1.7% | Reduced |
| Amalgamated Bank | 18,858 | $851.0K | 0.01% | −4,043−17.7% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $857.7K | 0.41% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,814 | $917.5K | 0.02% | −259−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,957 | $946.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 21,012 | $948.0K | 0.00% | −459−2.1% | Reduced |
| Salzhauer Michael | 21,309 | $961.9K | 0.77% | 00.0% | Unchanged |
| Quest Partners LLC | 22,401 | $1.01M | 0.18% | −12,817−36.4% | Reduced |
| Royce & Associates LP | 22,500 | $1.02M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,862 | $1.03M | 0.00% | −27,588−54.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,342 | $1.04M | 0.00% | −538−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 24,177 | $1.09M | 0.00% | −1,759−6.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 24,718 | $1.12M | 0.40% | −58−0.2% | Reduced |
| Pathstone Holdings, LLC | 26,532 | $1.20M | 0.01% | +12,271+86.0% | Added |
| Victory Capital Management Inc | 27,100 | $1.22M | 0.00% | +1,688+6.6% | Added |
| Yousif Capital Management, LLC | 27,244 | $1.23M | 0.01% | −2,763−9.2% | Reduced |
| State of Tennessee, Treasury Department | 27,747 | $1.25M | 0.00% | −21,188−43.3% | Reduced |
| Jupiter Asset Management Ltd | 27,754 | $1.25M | 0.01% | +27,754 | New |
| Janus Henderson Group PLC | 28,432 | $1.28M | 0.00% | +10.0% | Added |
| Ensign Peak Advisors, Inc | 28,607 | $1.29M | 0.00% | −1,443−4.8% | Reduced |
| Private Advisor Group, LLC | 28,873 | $1.30M | 0.01% | −210−0.7% | Reduced |
| Engineers Gate Manager LP | 29,785 | $1.34M | 0.04% | −30,825−50.9% | 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 |
| Deutsche Bank AG | 30,134 | $1.36M | 0.00% | −21,990−42.2% | Reduced |
| BNP Paribas Arbitrage, SA | 30,156 | $1.36M | 0.00% | +10,234+51.4% | Added |
| Millennium Management LLC | 30,332 | $1.37M | 0.00% | −71,343−70.2% | Reduced |
| New York State Teachers Retirement System | 30,503 | $1.38M | 0.00% | +2,388+8.5% | Added |
| MetLife Investment Management | 30,965 | $1.40M | 0.01% | −1,472−4.5% | Reduced |
| Keeley-Teton Advisors, LLC | 31,435 | $1.42M | 0.17% | +3,553+12.7% | Added |
| American International Group, Inc. | 32,589 | $1.47M | 0.01% | −723−2.2% | Reduced |
| Balyasny Asset Management LLC | 33,125 | $1.50M | 0.00% | +15,556+88.5% | Added |
| Illinois Municipal Retirement Fund | 33,780 | $1.52M | 0.02% | −600−1.7% | Reduced |
| Corbyn Investment Management Inc | 35,060 | $1.58M | 0.70% | −24−0.1% | Reduced |
| SEI Investments Co | 36,045 | $1.63M | 0.00% | −3,868−9.7% | Reduced |
| Voloridge Investment Management, LLC | 36,870 | $1.66M | 0.01% | +36,870 | New |
| State of Alaska, Department of Revenue | 36,888 | $1.67M | 0.02% | −475−1.3% | Reduced |
| Voya Investment Management LLC | 39,565 | $1.79M | 0.00% | −1,369−3.3% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $1.98M | 0.66% | 00.0% | Unchanged |
| UBS Group AG | 51,513 | $2.33M | 0.00% | +1,247+2.5% | Added |
| Bryn Mawr Trust Co | 52,795 | $2.38M | 0.09% | +52,795 | New |
| Comerica Bank | 52,931 | $2.39M | 0.01% | −4,307−7.5% | Reduced |
| Texas Permanent School Fund | 52,982 | $2.39M | 0.02% | +518+1.0% | Added |
| Great West Life Assurance Co | 53,103 | $2.39M | 0.00% | +2,708+5.4% | Added |
| Hantz Financial Services, Inc. | 54,208 | $2.45M | 0.05% | −2,626−4.6% | Reduced |
| Thrivent Financial for Lutherans | 55,631 | $2.51M | 0.01% | −21,625−28.0% | Reduced |
| Great Lakes Advisors, LLC | 56,653 | $2.56M | 0.02% | −237−0.4% | Reduced |
| California State Teachers Retirement System | 60,706 | $2.74M | 0.00% | −3,790−5.9% | Reduced |
| State of New Jersey Common Pension Fund D | 63,702 | $2.88M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 63,735 | $2.88M | 0.05% | −635−1.0% | Reduced |
| Modera Wealth Management, LLC | 65,736 | $2.97M | 0.05% | +80.0% | Added |
| Rafferty Asset Management, LLC | 69,570 | $3.14M | 0.01% | +10,633+18.0% | Added |
| UBS Asset Management Americas Inc | 77,636 | $3.50M | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 78,601 | $3.55M | 0.00% | +39,973+103.5% | Added |
| Citigroup Inc | 91,925 | $4.15M | 0.00% | +18,265+24.8% | Added |
| Royal Bank of Canada | 93,778 | $4.23M | 0.00% | −22,805−19.6% | Reduced |
| Prudential Financial Inc | 94,076 | $4.25M | 0.01% | +5,350+6.0% | Added |
| Barclays PLC | 98,111 | $4.43M | 0.00% | −31,711−24.4% | Reduced |
| Credit Suisse AG | 101,173 | $4.57M | 0.00% | +6,538+6.9% | Added |
| Aristotle Capital Boston, LLC | 103,019 | $4.65M | 0.14% | −7,008−6.4% | Reduced |
| Brandywine Global Investment Management, LLC | 105,368 | $4.76M | 0.03% | −701−0.7% | Reduced |
| Raymond James & Associates | 110,546 | $4.99M | 0.00% | +5,743+5.5% | Added |
| First Trust Advisors LP | 112,742 | $5.09M | 0.01% | −431−0.4% | Reduced |
| Crawford Investment Counsel Inc | 116,197 | $5.25M | 0.10% | +4,320+3.9% | Added |
| Swiss National Bank | 119,840 | $5.41M | 0.00% | −500−0.4% | Reduced |
| Assenagon Asset Management S.A. | 123,639 | $5.58M | 0.01% | −81,386−39.7% | Reduced |
| Public Sector Pension Investment Board | 124,092 | $5.60M | 0.04% | −1,940−1.5% | Reduced |
| Lord, Abbett & Co. LLC | 151,213 | $6.83M | 0.02% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 164,559 | $7.43M | 0.15% | 00.0% | Unchanged |
| Legal & General Group Plc | 167,735 | $7.57M | 0.00% | +370.0% | Added |
| Envestnet Asset Management Inc | 175,710 | $7.93M | 0.00% | +1,246+0.7% | Added |
| Ameriprise Financial Inc | 181,774 | $8.21M | 0.00% | −9,858−5.1% | Reduced |