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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 961 | $43.4K | 0.00% | −23,318−96.0% | Reduced |
| Global Retirement Partners, LLC | 859 | $38.8K | 0.00% | −67−7.2% | Reduced |
| Russell Investments Group, Ltd. | 820 | $37.0K | 0.00% | −11,501−93.3% | Reduced |
| GAMMA Investing LLC | 728 | $32.9K | 0.01% | −492−40.3% | Reduced |
| Public Employees Retirement System of Ohio | 656 | $29.6K | 0.00% | +72+12.3% | Added |
| Principal Securities, Inc. | 480 | $21.7K | 0.00% | +19+4.1% | Added |
| Nomura Asset Management Co Ltd | 470 | $21.2K | 0.00% | +470 | New |
| EverSource Wealth Advisors, LLC | 327 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 280 | $12.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 274 | $12.4K | 0.01% | +133+94.3% | Added |
| Parallel Advisors, LLC | 251 | $11.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $11.0K | 0.01% | −932−79.1% | Reduced |
| Proequities, Inc. | 237 | $10.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 235 | $10.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 186 | $8.40K | 0.01% | +186 | New |
| CWM, LLC | 180 | $8.00K | 0.00% | −36−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 141 | $6.37K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 123 | $5.54K | 0.00% | +123 | New |
| Fifth Third Bancorp | 113 | $5.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $4.56K | 0.00% | +9+9.8% | Added |
| Private Wealth Management Group, LLC | 96 | $4.33K | 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 |
| First Personal Financial Services | 88 | $3.97K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 85 | $3.75K | 0.00% | +85 | New |
| Lindbrook Capital, LLC | 78 | $3.52K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 67 | $3.02K | 0.00% | +18+36.7% | Added |
| Harbour Investments, Inc. | 63 | $2.84K | 0.00% | −7−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $1.94K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $1.17K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $948 | 0.00% | −4−16.0% | Reduced |
| SJS Investment Consulting Inc. | 13 | $587 | 0.00% | +1+8.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $586 | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $442 | 0.00% | −20−66.7% | Reduced |
| Parkside Financial Bank & Trust | 5 | $226 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $226 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $46 | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −97,023−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −77,621−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −36,585−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −31,314−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −20,730−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −20,451−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,033−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,047−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −13,995−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,750−100.0% | Sold out |
| Mill Creek Capital Advisors, LLC | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −9,459−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −6,602−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,721−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −4,582−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −4−100.0% | Sold out |