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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.

Institutional holdersQ2 2024: 233 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ2 2024: $2.51B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2024.

Institutions holding WSFS in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)23,120$1.09M0.02%+19,866+610.5%Added
Millennium Management LLC22,923$1.08M0.00%−7,409−24.4%Reduced
Royce & Associates LP22,500$1.06M0.01%00.0%Unchanged
Salzhauer Michael21,309$1.00M0.81%00.0%Unchanged
Teachers Retirement System of the State of Kentucky20,957$985.0K0.01%00.0%Unchanged
Maryland State Retirement & Pension System20,952$984.7K0.02%−862−4.0%Reduced
Lountzis Asset Management, LLC19,000$893.0K0.42%00.0%Unchanged
Amalgamated Bank18,348$862.0K0.01%−510−2.7%Reduced
AXS Investments LLC18,294$859.8K0.24%+18,294New
Stifel Financial Corp17,846$838.7K0.00%−793−4.3%Reduced
State Board of Administration of Florida Retirement System17,430$819.2K0.00%+1,390+8.7%Added
Bessemer Group Inc17,354$816.0K0.00%00.0%Unchanged
Arizona State Retirement System16,876$793.2K0.01%+185+1.1%Added
LPL Financial LLC16,068$755.2K0.00%+912+6.0%Added
Commonwealth Equity Services, LLC14,971$704.0K0.00%−6,041−28.8%Reduced
Versor Investments LP14,900$700.3K0.13%00.0%Unchanged
Oregon Public Employees Retirement Fund14,603$686.3K0.01%−1,590−9.8%Reduced
Teacher Retirement System of Texas14,257$670.0K0.00%−1,513−9.6%Reduced
Sageworth Trust Co14,181$666.5K0.04%00.0%Unchanged
Haverford Trust Co13,307$625.4K0.01%00.0%Unchanged
HSBC Holdings PLC13,118$615.0K0.00%−65,483−83.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,949$608.6K0.00%−124−0.9%Reduced
Russell Investments Group, Ltd.12,641$594.2K0.00%+11,821+1,441.6%Added
BNP Paribas Arbitrage, SA12,266$576.5K0.00%−17,890−59.3%Reduced
Marshall Financial Group Inc12,075$567.5K0.18%00.0%Unchanged
Lokken Investment Group LLC11,988$563.4K0.26%+109+0.9%Added
Univest Financial Corp11,886$558.6K0.16%00.0%Unchanged
Diversified Trust Co11,382$535.0K0.02%+225+2.0%Added
Equitable Holdings, Inc.11,337$532.8K0.01%+28+0.2%Added
Handelsbanken Fonder AB11,205$527.0K0.00%+400+3.7%Added
Henshaw Capital LLC11,097$521.6K0.02%+125+1.1%Added
Natixis Advisors, L.P.10,893$512.0K0.00%−388−3.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)10,672$501.6K0.00%−2,488−18.9%Reduced
First Hawaiian Bank10,504$493.7K0.02%−31−0.3%Reduced
Mutual of America Capital Management LLC9,878$464.3K0.01%−552−5.3%Reduced
ProShare Advisors LLC9,294$436.8K0.00%−2,888−23.7%Reduced
Ironwood Investment Management LLC9,270$435.7K0.23%00.0%Unchanged
Public Employees Retirement Association of Colorado8,606$404.0K0.00%−634−6.9%Reduced
Janney Montgomery Scott LLC8,520$400.0K0.00%−456−5.1%Reduced
Pictet Asset Management Holding SA8,024$377.1K0.00%+1,181+17.3%Added
Advantage Alpha Capital Partners LP8,019$376.9K0.08%−843−9.5%Reduced
FineMark National Bank & Trust7,932$372.8K0.01%00.0%Unchanged
Alps Advisors Inc7,893$371.0K0.00%−44−0.6%Reduced
Los Angeles Capital Management LLC7,810$367.1K0.00%00.0%Unchanged
Glenmede Trust Co NA7,673$360.6K0.00%+691+9.9%Added
Pine Valley Investments Ltd Liability Co7,646$359.4K0.03%+13+0.2%Added
Cambridge Investment Research Advisors, Inc.7,250$341.0K0.00%+42+0.6%Added
North Star Asset Management Inc7,251$340.8K0.02%−4,904−40.3%Reduced
AlphaMark Advisors, LLC7,009$329.0K0.11%+7,009New
Everence Capital Management Inc7,320$313.0K0.02%00.0%Unchanged
Keybank National Association6,600$310.2K0.00%+2,161+48.7%Added
MML Investors Services, LLC6,441$303.0K0.00%−885−12.1%Reduced
STRS Ohio6,300$296.1K0.00%−3,400−35.1%Reduced
Westover Capital Advisors, LLC6,215$292.1K0.08%−80−1.3%Reduced
Mutual Advisors, LLC5,075$287.2K0.01%+12+0.2%Added
Algert Global LLC6,072$285.4K0.01%+6,072New
Forum Financial Management, LP6,045$284.1K0.01%+30.0%Added
Ameritas Investment Partners, Inc.6,027$283.3K0.01%00.0%Unchanged
Balyasny Asset Management LLC6,002$282.1K0.00%−27,123−81.9%Reduced
Bank of Montreal5,989$282.0K0.00%+40+0.7%Added
Sanctuary Advisors, LLC6,413$274.8K0.00%+6,413New
Truist Financial Corp5,680$267.0K0.00%−166−2.8%Reduced
Guggenheim Capital LLC5,676$266.8K0.00%−180−3.1%Reduced
XTX Topco Ltd5,477$257.4K0.02%+5,477New
Buckingham Strategic Wealth, LLC5,354$251.6K0.00%00.0%Unchanged
Profund Advisors LLC5,273$247.8K0.01%+452+9.4%Added
Two Sigma Securities, LLC5,094$239.4K0.01%+5,094New
Allegheny Financial Group LTD5,041$236.9K0.07%−519−9.3%Reduced
HighTower Advisors, LLC4,980$236.0K0.00%+458+10.1%Added
State of Wisconsin Investment Board4,932$231.8K0.00%+188+4.0%Added
Hamilton Capital Partners Inc.4,614$216.9K0.02%00.0%Unchanged
Keebeck Alpha, LP4,547$213.7K0.16%−3,936−46.4%Reduced
Jacobi Capital Management LLC4,500$211.5K0.02%00.0%Unchanged
Affinity Wealth Management LLC4,492$211.1K0.04%−109−2.4%Reduced
Prelude Capital Management, LLC4,365$205.2K0.02%−3,778−46.4%Reduced
Ascent Group, LLC4,270$200.7K0.02%+4,270New
FMR LLC4,044$190.1K0.00%+696+20.8%Added
Advisor Group Holdings, Inc.3,322$156.2K0.00%−3,242−49.4%Reduced
Blue Bell Private Wealth Management, LLC3,019$141.9K0.03%00.0%Unchanged
Nisa Investment Advisors, LLC2,960$139.1K0.00%+25+0.9%Added
Smartleaf Asset Management LLC3,005$138.3K0.02%+223+8.0%Added
US Bancorp2,813$132.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,780$130.7K0.00%−71−2.5%Reduced
Innealta Capital, LLC2,418$113.6K0.04%+2,418New
KBC Group NV1,713$81.0K0.00%00.0%Unchanged
POM Investment Strategies, LLC1,506$70.8K0.06%00.0%Unchanged
GAMMA Investing LLC1,023$48.1K0.01%+295+40.5%Added
South State Corp.1,000$47.0K0.00%00.0%Unchanged
Key Financial Inc980$46.1K0.01%00.0%Unchanged
Catalyst Funds Management Pty Ltd800$37.6K0.01%−500−38.5%Reduced
Global Retirement Partners, LLC778$36.6K0.00%−81−9.4%Reduced
Public Employees Retirement System of Ohio690$32.4K0.00%+34+5.2%Added
Principal Securities, Inc.480$22.6K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd470$22.1K0.00%00.0%Unchanged
Clearstead Advisors, LLC394$18.5K0.00%+394New
EverSource Wealth Advisors, LLC327$18.5K0.00%00.0%Unchanged
Versant Capital Management, Inc280$13.2K0.00%00.0%Unchanged
CWM, LLC270$13.0K0.00%+90+50.0%Added
Parallel Advisors, LLC251$11.8K0.00%00.0%Unchanged
Proequities, Inc.237$11.1K0.00%00.0%Unchanged