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, 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
- 53.3M
- −471.3K (−0.9%) vs. Q1 2024
- Total value
- $2.51B
- +$78.4M (+3.2%) 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −237−96.0% | Reduced |
| Manchester Capital Management LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $47 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 47 | $118 | 0.08% | −2,474−98.1% | Reduced |
| Ronald Blue Trust, Inc. | 9 | $406 | 0.00% | +9 | New |
| Huntington National Bank | 9 | $423 | 0.00% | +9 | New |
| Larson Financial Group LLC | 9 | $423 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $517 | 0.00% | +1+10.0% | Added |
| SJS Investment Consulting Inc. | 13 | $611 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $705 | 0.00% | +10+200.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $846 | 0.00% | +18 | New |
| International Assets Investment Management, LLC | 18 | $846 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 25 | $1.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.55K | 0.00% | +12+57.1% | Added |
| ClariVest Asset Management LLC | 36 | $1.69K | 0.00% | −31−46.3% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $2.02K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 43 | $2.02K | 0.00% | +43 | New |
| Eagle Bay Advisors LLC | 62 | $2.91K | 0.00% | −39−38.6% | Reduced |
| Umb Bank N A | 62 | $2.91K | 0.00% | +36+138.5% | Added |
| Harbour Investments, Inc. | 63 | $2.96K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $3.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $3.81K | 0.00% | +76+1,520.0% | Added |
| CIBC Private Wealth Group, LLC | 85 | $3.88K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $4.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $4.23K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $4.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 115 | $5.41K | 0.00% | +19+19.8% | Added |
| CBIZ Investment Advisory Services, LLC | 123 | $5.79K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $6.31K | 0.00% | +126+1,260.0% | Added |
| Steward Partners Investment Advisory, LLC | 141 | $6.63K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 154 | $7.24K | 0.00% | +41+36.3% | Added |
| SRS Capital Advisors, Inc. | 204 | $9.59K | 0.00% | +204 | New |
| First Horizon Advisors, Inc. | 206 | $9.68K | 0.00% | −1,157−84.9% | Reduced |
| Proequities, Inc. | 237 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 251 | $11.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 270 | $13.0K | 0.00% | +90+50.0% | Added |
| Versant Capital Management, Inc | 280 | $13.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 327 | $18.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 394 | $18.5K | 0.00% | +394 | New |
| Nomura Asset Management Co Ltd | 470 | $22.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 480 | $22.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 690 | $32.4K | 0.00% | +34+5.2% | Added |
| Global Retirement Partners, LLC | 778 | $36.6K | 0.00% | −81−9.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 800 | $37.6K | 0.01% | −500−38.5% | Reduced |
| Key Financial Inc | 980 | $46.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,023 | $48.1K | 0.01% | +295+40.5% | Added |
| POM Investment Strategies, LLC | 1,506 | $70.8K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 1,713 | $81.0K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 2,418 | $113.6K | 0.04% | +2,418 | New |
| Northwestern Mutual Wealth Management Co | 2,780 | $130.7K | 0.00% | −71−2.5% | Reduced |
| US Bancorp | 2,813 | $132.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,005 | $138.3K | 0.02% | +223+8.0% | Added |
| Nisa Investment Advisors, LLC | 2,960 | $139.1K | 0.00% | +25+0.9% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $141.9K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,322 | $156.2K | 0.00% | −3,242−49.4% | Reduced |
| FMR LLC | 4,044 | $190.1K | 0.00% | +696+20.8% | Added |
| Ascent Group, LLC | 4,270 | $200.7K | 0.02% | +4,270 | New |
| Prelude Capital Management, LLC | 4,365 | $205.2K | 0.02% | −3,778−46.4% | Reduced |
| Affinity Wealth Management LLC | 4,492 | $211.1K | 0.04% | −109−2.4% | Reduced |
| Jacobi Capital Management LLC | 4,500 | $211.5K | 0.02% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,547 | $213.7K | 0.16% | −3,936−46.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,614 | $216.9K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,932 | $231.8K | 0.00% | +188+4.0% | Added |
| HighTower Advisors, LLC | 4,980 | $236.0K | 0.00% | +458+10.1% | Added |
| Allegheny Financial Group LTD | 5,041 | $236.9K | 0.07% | −519−9.3% | Reduced |
| Two Sigma Securities, LLC | 5,094 | $239.4K | 0.01% | +5,094 | New |
| Profund Advisors LLC | 5,273 | $247.8K | 0.01% | +452+9.4% | Added |
| Buckingham Strategic Wealth, LLC | 5,354 | $251.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,477 | $257.4K | 0.02% | +5,477 | New |
| Guggenheim Capital LLC | 5,676 | $266.8K | 0.00% | −180−3.1% | Reduced |
| Truist Financial Corp | 5,680 | $267.0K | 0.00% | −166−2.8% | Reduced |
| Sanctuary Advisors, LLC | 6,413 | $274.8K | 0.00% | +6,413 | New |
| Bank of Montreal | 5,989 | $282.0K | 0.00% | +40+0.7% | Added |
| Balyasny Asset Management LLC | 6,002 | $282.1K | 0.00% | −27,123−81.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,027 | $283.3K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,045 | $284.1K | 0.01% | +30.0% | Added |
| Algert Global LLC | 6,072 | $285.4K | 0.01% | +6,072 | New |
| Mutual Advisors, LLC | 5,075 | $287.2K | 0.01% | +12+0.2% | Added |
| Westover Capital Advisors, LLC | 6,215 | $292.1K | 0.08% | −80−1.3% | Reduced |
| STRS Ohio | 6,300 | $296.1K | 0.00% | −3,400−35.1% | Reduced |
| MML Investors Services, LLC | 6,441 | $303.0K | 0.00% | −885−12.1% | Reduced |
| Keybank National Association | 6,600 | $310.2K | 0.00% | +2,161+48.7% | Added |
| Everence Capital Management Inc | 7,320 | $313.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 7,009 | $329.0K | 0.11% | +7,009 | New |
| North Star Asset Management Inc | 7,251 | $340.8K | 0.02% | −4,904−40.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,250 | $341.0K | 0.00% | +42+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 7,646 | $359.4K | 0.03% | +13+0.2% | Added |
| Glenmede Trust Co NA | 7,673 | $360.6K | 0.00% | +691+9.9% | Added |
| Los Angeles Capital Management LLC | 7,810 | $367.1K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,893 | $371.0K | 0.00% | −44−0.6% | Reduced |
| FineMark National Bank & Trust | 7,932 | $372.8K | 0.01% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 8,019 | $376.9K | 0.08% | −843−9.5% | Reduced |
| Pictet Asset Management Holding SA | 8,024 | $377.1K | 0.00% | +1,181+17.3% | Added |
| Janney Montgomery Scott LLC | 8,520 | $400.0K | 0.00% | −456−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,606 | $404.0K | 0.00% | −634−6.9% | Reduced |
| Ironwood Investment Management LLC | 9,270 | $435.7K | 0.23% | 00.0% | Unchanged |
| ProShare Advisors LLC | 9,294 | $436.8K | 0.00% | −2,888−23.7% | Reduced |
| Mutual of America Capital Management LLC | 9,878 | $464.3K | 0.01% | −552−5.3% | Reduced |
| First Hawaiian Bank | 10,504 | $493.7K | 0.02% | −31−0.3% | Reduced |