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, Q2 2024
Institutional positions in WSFS Financial Corp as of Jun 30, 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
- 233
- −7 vs. Q1 2024
- Shares held
- 53.9M
- −1.41M (−2.6%) vs. Q1 2024
- Total value
- $2.53B
- +$37.0M (+1.5%) vs. Q1 2024
- New holders
- 21
- 73 more added
- Sold out
- 28
- 94 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 8,606,882 | $404.5M | 0.01% | −322,626−3.6% | Reduced |
| Vanguard Group Inc | 7,144,761 | $335.8M | 0.01% | −193,439−2.6% | Reduced |
| Dimensional Fund Advisors LP | 3,903,255 | $183.5M | 0.05% | +110,279+2.9% | Added |
| Franklin Resources Inc | 3,030,644 | $142.4M | 0.04% | +211,286+7.5% | Added |
| State Street Corp | 2,942,591 | $138.3M | 0.01% | +8,178+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 2,350,869 | $110.5M | 0.07% | −21,136−0.9% | Reduced |
| Macquarie Group Ltd | 1,731,857 | $81.4M | 0.09% | +7,368+0.4% | Added |
| Geode Capital Management, LLC | 1,424,463 | $67.0M | 0.01% | +35,366+2.5% | Added |
| Champlain Investment Partners, LLC | 1,285,206 | $60.4M | 0.37% | −8,075−0.6% | Reduced |
| Bank of America Corp | 998,608 | $46.9M | 0.00% | +78,740+8.6% | Added |
| Cooke & Bieler LP | 959,524 | $45.1M | 0.43% | −35,325−3.6% | Reduced |
| Invesco Ltd. | 915,308 | $43.0M | 0.01% | +174,522+23.6% | Added |
| Pzena Investment Management LLC | 899,659 | $42.3M | 0.15% | −33,062−3.5% | Reduced |
| JPMorgan Chase & Co | 894,254 | $42.0M | 0.00% | −12,576−1.4% | Reduced |
| American Century Companies Inc | 877,467 | $41.2M | 0.03% | +191,566+27.9% | Added |
| Alliancebernstein L.P. | 876,426 | $41.2M | 0.01% | −178,997−17.0% | Reduced |
| Brown Advisory Inc | 831,813 | $39.1M | 0.05% | +5,942+0.7% | Added |
| Northern Trust Corp | 821,191 | $38.6M | 0.01% | −4,793−0.6% | Reduced |
| Palisade Capital Management LLC | 809,486 | $38.0M | 1.03% | −14,011−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 722,092 | $33.9M | 0.01% | +45,682+6.8% | Added |
| Manufacturers Life Insurance Company, The | 625,613 | $29.4M | 0.03% | −70,115−10.1% | Reduced |
| Standard Life Aberdeen plc | 614,428 | $28.9M | 0.06% | −25,602−4.0% | Reduced |
| Bank of New York Mellon Corp | 554,538 | $26.1M | 0.00% | −12,051−2.1% | Reduced |
| Frontier Capital Management Co LLC | 523,378 | $24.6M | 0.24% | +20,081+4.0% | Added |
| Norges Bank | 511,990 | $24.1M | 0.00% | −22,173−4.2% | Reduced |
| Jennison Associates LLC | 491,771 | $23.1M | 0.01% | +145,544+42.0% | Added |
| Morgan Stanley | 406,226 | $19.1M | 0.00% | −963,856−70.4% | Reduced |
| Principal Financial Group Inc | 328,590 | $15.4M | 0.01% | −12,677−3.7% | Reduced |
| Earnest Partners LLC | 311,226 | $14.6M | 0.07% | −13,855−4.3% | Reduced |
| Nuveen Asset Management, LLC | 283,791 | $13.3M | 0.00% | −186,897−39.7% | Reduced |
| Goldman Sachs Group Inc | 279,883 | $13.2M | 0.00% | +44,028+18.7% | Added |
| New York State Common Retirement Fund | 270,465 | $12.7M | 0.02% | +21,005+8.4% | Added |
| Lord, Abbett & Co. LLC | 258,696 | $12.2M | 0.02% | −43,730−14.5% | Reduced |
| Eagle Asset Management Inc | 251,591 | $11.7M | 0.06% | −6,663−2.6% | Reduced |
| Loomis Sayles & Co L P | 240,230 | $11.3M | 0.02% | −5,419−2.2% | Reduced |
| Wells Fargo & Company | 236,948 | $11.1M | 0.00% | +553+0.2% | Added |
| Wellington Management Group LLP | 218,105 | $10.3M | 0.00% | +19,503+9.8% | Added |
| Allspring Global Investments Holdings, LLC | 211,294 | $9.93M | 0.02% | −24,659−10.5% | Reduced |
| Renaissance Technologies LLC | 208,465 | $9.80M | 0.02% | −89,961−30.1% | Reduced |
| Price T Rowe Associates Inc | 202,589 | $9.52M | 0.00% | +604+0.3% | Added |
| Rhumbline Advisers | 188,257 | $8.85M | 0.01% | −2,593−1.4% | Reduced |
| Fisher Asset Management, LLC | 183,202 | $8.61M | 0.00% | +150+0.1% | Added |
| Envestnet Asset Management Inc | 175,414 | $8.24M | 0.00% | −296−0.2% | Reduced |
| Ameriprise Financial Inc | 171,066 | $8.04M | 0.00% | −10,708−5.9% | Reduced |
| Legal & General Group Plc | 167,785 | $7.89M | 0.00% | +500.0% | Added |
| Bridgeway Capital Management, LLC | 150,559 | $7.08M | 0.17% | −14,000−8.5% | Reduced |
| UBS Asset Management Americas Inc | 141,104 | $6.63M | 0.00% | +63,468+81.8% | Added |
| Public Sector Pension Investment Board | 132,202 | $6.21M | 0.04% | +8,110+6.5% | Added |
| Swiss National Bank | 118,540 | $5.57M | 0.00% | −1,300−1.1% | Reduced |
| Crawford Investment Counsel Inc | 117,687 | $5.53M | 0.11% | +1,490+1.3% | Added |
| Raymond James & Associates | 109,505 | $5.15M | 0.00% | −1,041−0.9% | Reduced |
| First Trust Advisors LP | 108,131 | $5.08M | 0.01% | −4,611−4.1% | Reduced |
| Brandywine Global Investment Management, LLC | 100,663 | $4.73M | 0.04% | −4,705−4.5% | Reduced |
| Prudential Financial Inc | 91,686 | $4.31M | 0.01% | −2,390−2.5% | Reduced |
| Citigroup Inc | 89,351 | $4.20M | 0.00% | −2,574−2.8% | Reduced |
| Royal Bank of Canada | 88,774 | $4.17M | 0.00% | −5,004−5.3% | Reduced |
| Wedge Capital Management L L P | 82,371 | $3.87M | 0.07% | +18,636+29.2% | Added |
| Aristotle Capital Boston, LLC | 82,141 | $3.86M | 0.13% | −20,878−20.3% | Reduced |
| Jane Street Group, LLC | 77,164 | $3.63M | 0.00% | +54,302+237.5% | Added |
| Rafferty Asset Management, LLC | 76,297 | $3.59M | 0.01% | +6,727+9.7% | Added |
| Voloridge Investment Management, LLC | 74,349 | $3.49M | 0.01% | +37,479+101.7% | Added |
| Denali Advisors LLC | 73,100 | $3.44M | 0.94% | +73,100 | New |
| Great West Life Assurance Co | 60,761 | $2.85M | 0.01% | +7,658+14.4% | Added |
| Great Lakes Advisors, LLC | 60,595 | $2.85M | 0.03% | +3,942+7.0% | Added |
| California State Teachers Retirement System | 58,796 | $2.76M | 0.00% | −1,910−3.1% | Reduced |
| Barclays PLC | 57,113 | $2.68M | 0.00% | −40,998−41.8% | Reduced |
| Hantz Financial Services, Inc. | 56,690 | $2.66M | 0.05% | +2,482+4.6% | Added |
| Thrivent Financial for Lutherans | 52,621 | $2.47M | 0.00% | −3,010−5.4% | Reduced |
| Bryn Mawr Trust Co | 48,795 | $2.29M | 0.09% | −4,000−7.6% | Reduced |
| SEI Investments Co | 48,343 | $2.27M | 0.00% | +12,298+34.1% | Added |
| Comerica Bank | 47,626 | $2.24M | 0.01% | −5,305−10.0% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.06M | 0.68% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 43,078 | $2.02M | 0.01% | −20,624−32.4% | Reduced |
| UBS Group AG | 41,965 | $1.97M | 0.00% | −9,548−18.5% | Reduced |
| Voya Investment Management LLC | 39,258 | $1.85M | 0.00% | −307−0.8% | Reduced |
| State of Alaska, Department of Revenue | 35,283 | $1.66M | 0.02% | −1,605−4.4% | Reduced |
| Modera Wealth Management, LLC | 35,041 | $1.65M | 0.02% | −30,695−46.7% | Reduced |
| Corebridge Financial, Inc. | 34,780 | $1.63M | 0.01% | +34,780 | New |
| Corbyn Investment Management Inc | 34,651 | $1.63M | 0.67% | −409−1.2% | Reduced |
| MetLife Investment Management | 34,579 | $1.63M | 0.01% | +3,614+11.7% | Added |
| Engineers Gate Manager LP | 33,064 | $1.55M | 0.04% | +3,279+11.0% | Added |
| Illinois Municipal Retirement Fund | 32,745 | $1.54M | 0.02% | −1,035−3.1% | Reduced |
| Avantax Advisory Services, Inc. | 31,108 | $1.46M | 0.01% | +31,108 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $1.45M | 0.00% | +30,913 | New |
| Pathstone Holdings, LLC | 30,764 | $1.45M | 0.01% | +4,232+16.0% | Added |
| Keeley-Teton Advisors, LLC | 30,642 | $1.44M | 0.18% | −793−2.5% | Reduced |
| Louisiana State Employees Retirement System | 30,200 | $1.42M | 0.03% | +200+0.7% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.41M | 0.13% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 29,040 | $1.36M | 0.01% | +1,293+4.7% | Added |
| Private Advisor Group, LLC | 28,860 | $1.36M | 0.01% | −130.0% | Reduced |
| Ensign Peak Advisors, Inc | 28,607 | $1.34M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 28,156 | $1.32M | 0.00% | +1,056+3.9% | Added |
| Janus Henderson Group PLC | 28,121 | $1.32M | 0.00% | −311−1.1% | Reduced |
| Deutsche Bank AG | 26,956 | $1.27M | 0.00% | −3,178−10.5% | Reduced |
| New York State Teachers Retirement System | 25,740 | $1.21M | 0.00% | −4,763−15.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 24,678 | $1.16M | 0.42% | −40−0.2% | Reduced |
| Susquehanna International Group, LLP | 24,675 | $1.16M | 0.00% | +6,752+37.7% | Added |
| Yousif Capital Management, LLC | 24,008 | $1.13M | 0.01% | −3,236−11.9% | Reduced |
| Squarepoint Ops LLC | 23,763 | $1.12M | 0.00% | +17,254+265.1% | Added |
| The PNC Financial Services Group, Inc. | 23,537 | $1.11M | 0.00% | −640−2.6% | Reduced |