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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 206 | $9.68K | 0.00% | −1,157−84.9% | Reduced |
| SRS Capital Advisors, Inc. | 204 | $9.59K | 0.00% | +204 | New |
| Fifth Third Bancorp | 154 | $7.24K | 0.00% | +41+36.3% | Added |
| Steward Partners Investment Advisory, LLC | 141 | $6.63K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 136 | $6.31K | 0.00% | +126+1,260.0% | Added |
| CBIZ Investment Advisory Services, LLC | 123 | $5.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 115 | $5.41K | 0.00% | +19+19.8% | Added |
| AdvisorNet Financial, Inc | 90 | $4.23K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $4.23K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $4.14K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 85 | $3.88K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 81 | $3.81K | 0.00% | +76+1,520.0% | Added |
| Lindbrook Capital, LLC | 78 | $3.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 63 | $2.96K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farmers & Merchants Investments Inc | 43 | $2.02K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 43 | $2.02K | 0.00% | +43 | New |
| ClariVest Asset Management LLC | 36 | $1.69K | 0.00% | −31−46.3% | Reduced |
| Massmutual Trust Co FSB | 33 | $1.55K | 0.00% | +12+57.1% | Added |
| JFS Wealth Advisors, LLC | 25 | $1.18K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $846 | 0.00% | +18 | New |
| International Assets Investment Management, LLC | 18 | $846 | 0.00% | +18 | New |
| Rothschild Investment LLC | 15 | $705 | 0.00% | +10+200.0% | Added |
| SJS Investment Consulting Inc. | 13 | $611 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $517 | 0.00% | +1+10.0% | Added |
| Huntington National Bank | 9 | $423 | 0.00% | +9 | New |
| Larson Financial Group LLC | 9 | $423 | 0.00% | +9 | New |
| Ronald Blue Trust, Inc. | 9 | $406 | 0.00% | +9 | New |
| McClarren Financial Advisors, Inc. | 47 | $118 | 0.08% | −2,474−98.1% | Reduced |
| Manchester Capital Management LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $47 | 0.00% | +1 | New |
| Covestor Ltd | 10 | $0 | 0.00% | −237−96.0% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −123,639−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −52,982−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −32,589−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −27,754−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −27,342−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −22,401−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −14,103−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −10,339−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −10,636−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −8,550−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −7,309−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,845−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Lansing Street Advisors | 0 | $0 | 0.00% | −5,704−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,912−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |