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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, 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.

Institutional holdersQ1 2024: 241 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 heldQ1 2024: $2.43B
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, Q1 2024

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2023.

Institutions holding WSFS in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jackson Creek Investment Advisors LLC24,718$1.12M0.40%−58−0.2%Reduced
The PNC Financial Services Group, Inc.24,177$1.09M0.00%−1,759−6.8%Reduced
Mirae Asset Global Investments Co., Ltd.27,342$1.04M0.00%−538−1.9%Reduced
Jane Street Group, LLC22,862$1.03M0.00%−27,588−54.7%Reduced
Royce & Associates LP22,500$1.02M0.01%00.0%Unchanged
Quest Partners LLC22,401$1.01M0.18%−12,817−36.4%Reduced
Salzhauer Michael21,309$961.9K0.77%00.0%Unchanged
Commonwealth Equity Services, LLC21,012$948.0K0.00%−459−2.1%Reduced
Teachers Retirement System of the State of Kentucky20,957$946.0K0.01%00.0%Unchanged
Maryland State Retirement & Pension System21,814$917.5K0.02%−259−1.2%Reduced
Lountzis Asset Management, LLC19,000$857.7K0.41%00.0%Unchanged
Amalgamated Bank18,858$851.0K0.01%−4,043−17.7%Reduced
Stifel Financial Corp18,639$841.4K0.00%−315−1.7%Reduced
Susquehanna International Group, LLP17,923$809.0K0.00%−36,713−67.2%Reduced
Bessemer Group Inc17,354$784.0K0.00%+2,460+16.5%Added
Arizona State Retirement System16,691$753.4K0.01%−377−2.2%Reduced
Oregon Public Employees Retirement Fund16,193$731.0K0.01%−1,600−9.0%Reduced
Teacher Retirement System of Texas15,770$712.0K0.00%+2,552+19.3%Added
LPL Financial LLC15,156$684.1K0.00%+8,901+142.3%Added
Versor Investments LP14,900$672.6K0.14%−1,100−6.9%Reduced
Sageworth Trust Co14,181$640.1K0.04%00.0%Unchanged
Alpha DNA Investment Management LLC14,103$636.6K0.35%+14,103New
State Board of Administration of Florida Retirement System16,040$603.3K0.00%−1,450−8.3%Reduced
Haverford Trust Co13,307$600.7K0.01%−3,000−18.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)13,160$594.0K0.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,073$590.1K0.00%−32−0.2%Reduced
ProShare Advisors LLC12,182$549.9K0.00%+693+6.0%Added
North Star Asset Management Inc12,155$548.7K0.03%−4,635−27.6%Reduced
Marshall Financial Group Inc12,075$545.1K0.18%00.0%Unchanged
Univest Financial Corp11,886$536.5K0.15%00.0%Unchanged
Lokken Investment Group LLC11,879$536.2K0.27%+1,001+9.2%Added
Equitable Holdings, Inc.11,309$510.5K0.01%+31+0.3%Added
Natixis Advisors, L.P.11,281$509.0K0.00%+757+7.2%Added
Diversified Trust Co11,157$503.6K0.02%+3,280+41.6%Added
Henshaw Capital LLC10,972$495.3K0.02%00.0%Unchanged
Handelsbanken Fonder AB10,805$488.0K0.00%+1,600+17.4%Added
First Hawaiian Bank10,535$475.6K0.01%00.0%Unchanged
Mutual of America Capital Management LLC10,430$470.8K0.01%−200−1.9%Reduced
Semanteon Capital Management, LP10,339$466.7K0.30%+10,339New
Amundi10,636$445.1K0.00%+2,740+34.7%Added
STRS Ohio9,700$437.0K0.00%−600−5.8%Reduced
Ironwood Investment Management LLC9,270$418.4K0.20%−3,465−27.2%Reduced
Public Employees Retirement Association of Colorado9,240$417.0K0.00%−1,688−15.4%Reduced
Janney Montgomery Scott LLC8,976$405.0K0.00%−11,622−56.4%Reduced
Advantage Alpha Capital Partners LP8,862$400.0K0.08%−3,023−25.4%Reduced
Radnor Capital Management, LLC8,550$386.0K0.07%00.0%Unchanged
Keebeck Alpha, LP8,483$382.9K0.25%+8,483New
Prelude Capital Management, LLC8,143$367.6K0.03%+8,143New
Alps Advisors Inc7,937$358.3K0.00%−549−6.5%Reduced
FineMark National Bank & Trust7,932$358.1K0.01%00.0%Unchanged
Los Angeles Capital Management LLC7,810$352.5K0.00%+3,204+69.6%Added
Pine Valley Investments Ltd Liability Co7,633$344.5K0.03%+14+0.2%Added
MML Investors Services, LLC7,326$331.0K0.00%−1,218−14.3%Reduced
Everence Capital Management Inc7,320$330.0K0.02%00.0%Unchanged
Walleye Capital LLC7,309$329.9K0.00%+2,861+64.3%Added
Cambridge Investment Research Advisors, Inc.7,208$325.0K0.00%+2,714+60.4%Added
Glenmede Trust Co NA6,982$315.2K0.00%+30+0.4%Added
Campbell & CO Investment Adviser LLC6,845$309.0K0.03%−14,545−68.0%Reduced
Pictet Asset Management Holding SA6,843$308.9K0.00%+1,083+18.8%Added
SG Americas Securities, LLC6,605$298.0K0.00%+6,605New
Advisor Group Holdings, Inc.6,564$296.3K0.00%−2,018−23.5%Reduced
Squarepoint Ops LLC6,509$293.8K0.00%−38,819−85.6%Reduced
Westover Capital Advisors, LLC6,295$284.2K0.08%−346−5.2%Reduced
Forum Financial Management, LP6,042$272.7K0.00%+9+0.1%Added
Ameritas Investment Partners, Inc.6,027$272.1K0.01%−316−5.0%Reduced
Bank of Montreal5,949$270.1K0.00%+351+6.3%Added
Guggenheim Capital LLC5,856$264.3K0.00%+5,856New
Truist Financial Corp5,846$263.9K0.00%−211−3.5%Reduced
Lansing Street Advisors5,704$257.5K0.12%00.0%Unchanged
Allegheny Financial Group LTD5,560$251.0K0.08%+19+0.3%Added
Buckingham Strategic Wealth, LLC5,354$241.7K0.00%+7+0.1%Added
Mutual Advisors, LLC5,063$228.5K0.01%00.0%Unchanged
TD Asset Management Inc5,000$225.7K0.00%−1,900−27.5%Reduced
Mariner, LLC4,912$221.7K0.00%+276+6.0%Added
Profund Advisors LLC4,821$217.6K0.01%−284−5.6%Reduced
Bailard, Inc.4,800$216.7K0.01%+4,800New
State of Wisconsin Investment Board4,744$214.1K0.00%−12,947−73.2%Reduced
Graham Capital Management, L.P.4,689$211.7K0.01%+4,689New
Hamilton Capital Partners Inc.4,614$208.3K0.03%−3,150−40.6%Reduced
Affinity Wealth Management LLC4,601$207.7K0.04%00.0%Unchanged
Jacobi Capital Management LLC4,500$203.1K0.02%00.0%Unchanged
HighTower Advisors, LLC4,522$203.0K0.00%+4,522New
Keybank National Association4,439$200.4K0.00%00.0%Unchanged
Advisors Asset Management, Inc.4,422$199.6K0.00%−36−0.8%Reduced
FMR LLC3,348$151.1K0.00%+223+7.1%Added
Tower Research Capital LLC (TRC)3,254$146.9K0.00%−5,355−62.2%Reduced
Metropolitan Life Insurance Co3,177$143.4K0.01%−362−10.2%Reduced
Blue Bell Private Wealth Management, LLC3,019$136.3K0.03%00.0%Unchanged
Nisa Investment Advisors, LLC2,935$132.5K0.00%+390+15.3%Added
Northwestern Mutual Wealth Management Co2,851$128.7K0.00%+71+2.6%Added
US Bancorp2,813$127.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC2,782$125.1K0.02%+180+6.9%Added
McClarren Financial Advisors, Inc.2,521$114.0K0.08%+10.0%Added
Aquatic Capital Management LLC2,000$90.3K0.00%−300−13.0%Reduced
KBC Group NV1,713$77.0K0.00%00.0%Unchanged
POM Investment Strategies, LLC1,506$68.0K0.06%00.0%Unchanged
First Horizon Advisors, Inc.1,363$61.5K0.00%−182−11.8%Reduced
Catalyst Funds Management Pty Ltd1,300$58.7K0.02%+1,300New
South State Corp.1,000$45.1K0.00%00.0%Unchanged
Key Financial Inc980$44.2K0.01%00.0%Unchanged