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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $501.6K | 0.00% | −2,488−18.9% | Reduced |
| Natixis Advisors, L.P. | 10,893 | $512.0K | 0.00% | −388−3.4% | Reduced |
| Henshaw Capital LLC | 11,097 | $521.6K | 0.02% | +125+1.1% | Added |
| Handelsbanken Fonder AB | 11,205 | $527.0K | 0.00% | +400+3.7% | Added |
| Equitable Holdings, Inc. | 11,337 | $532.8K | 0.01% | +28+0.2% | Added |
| Diversified Trust Co | 11,382 | $535.0K | 0.02% | +225+2.0% | Added |
| Univest Financial Corp | 11,886 | $558.6K | 0.16% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 11,988 | $563.4K | 0.26% | +109+0.9% | Added |
| Marshall Financial Group Inc | 12,075 | $567.5K | 0.18% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,266 | $576.5K | 0.00% | −17,890−59.3% | Reduced |
| Russell Investments Group, Ltd. | 12,641 | $594.2K | 0.00% | +11,821+1,441.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,949 | $608.6K | 0.00% | −124−0.9% | Reduced |
| HSBC Holdings PLC | 13,118 | $615.0K | 0.00% | −65,483−83.3% | Reduced |
| Haverford Trust Co | 13,307 | $625.4K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 14,181 | $666.5K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,257 | $670.0K | 0.00% | −1,513−9.6% | Reduced |
| Oregon Public Employees Retirement Fund | 14,603 | $686.3K | 0.01% | −1,590−9.8% | Reduced |
| Versor Investments LP | 14,900 | $700.3K | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,971 | $704.0K | 0.00% | −6,041−28.8% | Reduced |
| LPL Financial LLC | 16,068 | $755.2K | 0.00% | +912+6.0% | Added |
| Arizona State Retirement System | 16,876 | $793.2K | 0.01% | +185+1.1% | Added |
| Bessemer Group Inc | 17,354 | $816.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 17,430 | $819.2K | 0.00% | +1,390+8.7% | Added |
| Stifel Financial Corp | 17,846 | $838.7K | 0.00% | −793−4.3% | Reduced |
| AXS Investments LLC | 18,294 | $859.8K | 0.24% | +18,294 | New |
| Amalgamated Bank | 18,348 | $862.0K | 0.01% | −510−2.7% | Reduced |
| Lountzis Asset Management, LLC | 19,000 | $893.0K | 0.42% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 20,952 | $984.7K | 0.02% | −862−4.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,957 | $985.0K | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 21,309 | $1.00M | 0.81% | 00.0% | Unchanged |
| Royce & Associates LP | 22,500 | $1.06M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 22,923 | $1.08M | 0.00% | −7,409−24.4% | Reduced |
| Tower Research Capital LLC (TRC) | 23,120 | $1.09M | 0.02% | +19,866+610.5% | Added |
| The PNC Financial Services Group, Inc. | 23,537 | $1.11M | 0.00% | −640−2.6% | Reduced |
| Squarepoint Ops LLC | 23,763 | $1.12M | 0.00% | +17,254+265.1% | Added |
| Yousif Capital Management, LLC | 24,008 | $1.13M | 0.01% | −3,236−11.9% | Reduced |
| Susquehanna International Group, LLP | 24,675 | $1.16M | 0.00% | +6,752+37.7% | Added |
| Jackson Creek Investment Advisors LLC | 24,678 | $1.16M | 0.42% | −40−0.2% | Reduced |
| New York State Teachers Retirement System | 25,740 | $1.21M | 0.00% | −4,763−15.6% | Reduced |
| Deutsche Bank AG | 26,956 | $1.27M | 0.00% | −3,178−10.5% | Reduced |
| Janus Henderson Group PLC | 28,121 | $1.32M | 0.00% | −311−1.1% | Reduced |
| Victory Capital Management Inc | 28,156 | $1.32M | 0.00% | +1,056+3.9% | Added |
| Ensign Peak Advisors, Inc | 28,607 | $1.34M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,860 | $1.36M | 0.01% | −130.0% | Reduced |
| State of Tennessee, Treasury Department | 29,040 | $1.36M | 0.01% | +1,293+4.7% | Added |
| Verdence Capital Advisors LLC | 30,000 | $1.41M | 0.13% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 30,200 | $1.42M | 0.03% | +200+0.7% | Added |
| Keeley-Teton Advisors, LLC | 30,642 | $1.44M | 0.18% | −793−2.5% | Reduced |
| Pathstone Holdings, LLC | 30,764 | $1.45M | 0.01% | +4,232+16.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $1.45M | 0.00% | +30,913 | New |
| Avantax Advisory Services, Inc. | 31,108 | $1.46M | 0.01% | +31,108 | New |
| Illinois Municipal Retirement Fund | 32,745 | $1.54M | 0.02% | −1,035−3.1% | Reduced |
| Engineers Gate Manager LP | 33,064 | $1.55M | 0.04% | +3,279+11.0% | Added |
| MetLife Investment Management | 34,579 | $1.63M | 0.01% | +3,614+11.7% | Added |
| Corbyn Investment Management Inc | 34,651 | $1.63M | 0.67% | −409−1.2% | Reduced |
| Corebridge Financial, Inc. | 34,780 | $1.63M | 0.01% | +34,780 | New |
| Modera Wealth Management, LLC | 35,041 | $1.65M | 0.02% | −30,695−46.7% | Reduced |
| State of Alaska, Department of Revenue | 35,283 | $1.66M | 0.02% | −1,605−4.4% | Reduced |
| Voya Investment Management LLC | 39,258 | $1.85M | 0.00% | −307−0.8% | Reduced |
| UBS Group AG | 41,965 | $1.97M | 0.00% | −9,548−18.5% | Reduced |
| State of New Jersey Common Pension Fund D | 43,078 | $2.02M | 0.01% | −20,624−32.4% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.06M | 0.68% | 00.0% | Unchanged |
| Comerica Bank | 47,626 | $2.24M | 0.01% | −5,305−10.0% | Reduced |
| SEI Investments Co | 48,343 | $2.27M | 0.00% | +12,298+34.1% | Added |
| Bryn Mawr Trust Co | 48,795 | $2.29M | 0.09% | −4,000−7.6% | Reduced |
| Thrivent Financial for Lutherans | 52,621 | $2.47M | 0.00% | −3,010−5.4% | Reduced |
| Hantz Financial Services, Inc. | 56,690 | $2.66M | 0.05% | +2,482+4.6% | Added |
| Barclays PLC | 57,113 | $2.68M | 0.00% | −40,998−41.8% | Reduced |
| California State Teachers Retirement System | 58,796 | $2.76M | 0.00% | −1,910−3.1% | Reduced |
| Great Lakes Advisors, LLC | 60,595 | $2.85M | 0.03% | +3,942+7.0% | Added |
| Great West Life Assurance Co | 60,761 | $2.85M | 0.01% | +7,658+14.4% | Added |
| Denali Advisors LLC | 73,100 | $3.44M | 0.94% | +73,100 | New |
| Voloridge Investment Management, LLC | 74,349 | $3.49M | 0.01% | +37,479+101.7% | Added |
| Rafferty Asset Management, LLC | 76,297 | $3.59M | 0.01% | +6,727+9.7% | Added |
| Jane Street Group, LLC | 77,164 | $3.63M | 0.00% | +54,302+237.5% | Added |
| Aristotle Capital Boston, LLC | 82,141 | $3.86M | 0.13% | −20,878−20.3% | Reduced |
| Wedge Capital Management L L P | 82,371 | $3.87M | 0.07% | +18,636+29.2% | Added |
| Royal Bank of Canada | 88,774 | $4.17M | 0.00% | −5,004−5.3% | Reduced |
| Citigroup Inc | 89,351 | $4.20M | 0.00% | −2,574−2.8% | Reduced |
| Prudential Financial Inc | 91,686 | $4.31M | 0.01% | −2,390−2.5% | Reduced |
| Brandywine Global Investment Management, LLC | 100,663 | $4.73M | 0.04% | −4,705−4.5% | Reduced |
| First Trust Advisors LP | 108,131 | $5.08M | 0.01% | −4,611−4.1% | Reduced |
| Raymond James & Associates | 109,505 | $5.15M | 0.00% | −1,041−0.9% | Reduced |
| Crawford Investment Counsel Inc | 117,687 | $5.53M | 0.11% | +1,490+1.3% | Added |
| Swiss National Bank | 118,540 | $5.57M | 0.00% | −1,300−1.1% | Reduced |
| Lord, Abbett & Co. LLC | 129,348 | $6.08M | 0.02% | −21,865−14.5% | Reduced |
| Public Sector Pension Investment Board | 132,202 | $6.21M | 0.04% | +8,110+6.5% | Added |
| UBS Asset Management Americas Inc | 141,104 | $6.63M | 0.00% | +63,468+81.8% | Added |
| Bridgeway Capital Management, LLC | 150,559 | $7.08M | 0.17% | −14,000−8.5% | Reduced |
| Legal & General Group Plc | 167,785 | $7.89M | 0.00% | +500.0% | Added |
| Ameriprise Financial Inc | 171,066 | $8.04M | 0.00% | −10,708−5.9% | Reduced |
| Envestnet Asset Management Inc | 175,414 | $8.24M | 0.00% | −296−0.2% | Reduced |
| Fisher Asset Management, LLC | 183,202 | $8.61M | 0.00% | +150+0.1% | Added |
| Rhumbline Advisers | 188,257 | $8.85M | 0.01% | −2,593−1.4% | Reduced |
| Price T Rowe Associates Inc | 202,589 | $9.52M | 0.00% | +604+0.3% | Added |
| Renaissance Technologies LLC | 208,465 | $9.80M | 0.02% | −89,961−30.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 211,294 | $9.93M | 0.02% | −24,659−10.5% | Reduced |
| Wellington Management Group LLP | 218,105 | $10.3M | 0.00% | +19,503+9.8% | Added |
| Wells Fargo & Company | 236,948 | $11.1M | 0.00% | +553+0.2% | Added |
| Loomis Sayles & Co L P | 240,230 | $11.3M | 0.02% | −5,419−2.2% | Reduced |