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.
Q2 2024 vs. Q1 2024
How the institutions holding WSFS Financial Corp changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 241 | 1 | 233 | −7 |
| Shares | 53.9M | 101.2K | 53.3M | −471.3K (−0.9%) |
| Value | $2.43B | $4.57M | $2.51B | +$78.4M (+3.2%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held WSFS Financial Corp at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Denali Advisors LLC | 73,100 | $3.44M | 0.94% |
| Corebridge Financial, Inc. | 34,780 | $1.63M | 0.01% |
| Avantax Advisory Services, Inc. | 31,108 | $1.46M | 0.01% |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $1.45M | 0.00% |
| AXS Investments LLC | 18,294 | $859.8K | 0.24% |
| AlphaMark Advisors, LLC | 7,009 | $329.0K | 0.11% |
| Algert Global LLC | 6,072 | $285.4K | 0.01% |
| Sanctuary Advisors, LLC | 6,413 | $274.8K | 0.00% |
| XTX Topco Ltd | 5,477 | $257.4K | 0.02% |
| Two Sigma Securities, LLC | 5,094 | $239.4K | 0.01% |
| Ascent Group, LLC | 4,270 | $200.7K | 0.02% |
| Innealta Capital, LLC | 2,418 | $113.6K | 0.04% |
| Clearstead Advisors, LLC | 394 | $18.5K | 0.00% |
| SRS Capital Advisors, Inc. | 204 | $9.59K | 0.00% |
| Stephens Consulting, LLC | 43 | $2.02K | 0.00% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $846 | 0.00% |
| International Assets Investment Management, LLC | 18 | $846 | 0.00% |
| Huntington National Bank | 9 | $423 | 0.00% |
| Larson Financial Group LLC | 9 | $423 | 0.00% |
| Ronald Blue Trust, Inc. | 9 | $406 | 0.00% |
| TFC Financial Management | 1 | $47 | 0.00% |
Sold out (28)
Institutions that held WSFS Financial Corp at the end of Q1 2024 and filed for Q2 2024 without it.
Not filed for Q2 2024 yet (1)
Institutions that held WSFS Financial Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Credit Suisse AG | 101,173 | $4.57M |