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 $3.64B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in WSFS Financial Corp as of Sep 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
- 265
- +34 vs. Q2 2024
- Shares held
- 53.5M
- +8.18M (+18.1%) vs. Q2 2024
- Total value
- $2.73B
- +$600.6M (+28.2%) vs. Q2 2024
- New holders
- 46
- 70 more added
- Sold out
- 12
- 100 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,672,076 | $442.2M | 0.01% | +8,672,076 | New |
| Vanguard Group Inc | 7,019,682 | $357.9M | 0.01% | −125,079−1.8% | Reduced |
| Dimensional Fund Advisors LP | 3,904,017 | $199.1M | 0.05% | +7620.0% | Added |
| State Street Corp | 3,030,372 | $154.5M | 0.01% | +87,781+3.0% | Added |
| Franklin Resources Inc | 2,782,098 | $142.8M | 0.04% | −248,546−8.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,293,280 | $116.9M | 0.07% | −57,589−2.4% | Reduced |
| Macquarie Group Ltd | 1,694,133 | $86.4M | 0.09% | −37,724−2.2% | Reduced |
| Geode Capital Management, LLC | 1,422,616 | $72.6M | 0.01% | −1,847−0.1% | Reduced |
| Champlain Investment Partners, LLC | 1,299,998 | $66.3M | 0.40% | +14,792+1.2% | Added |
| Bank of America Corp | 1,004,194 | $51.2M | 0.00% | +5,586+0.6% | Added |
| Invesco Ltd. | 960,567 | $49.0M | 0.01% | +45,259+4.9% | Added |
| American Century Companies Inc | 908,428 | $46.3M | 0.03% | +30,961+3.5% | Added |
| Brown Advisory Inc | 845,859 | $43.1M | 0.05% | +14,046+1.7% | Added |
| JPMorgan Chase & Co | 823,492 | $42.0M | 0.00% | −70,762−7.9% | Reduced |
| Pzena Investment Management LLC | 816,470 | $41.6M | 0.13% | −83,189−9.2% | Reduced |
| Northern Trust Corp | 799,792 | $40.8M | 0.01% | −21,399−2.6% | Reduced |
| Alliancebernstein L.P. | 798,354 | $40.7M | 0.01% | −78,072−8.9% | Reduced |
| Cooke & Bieler LP | 771,353 | $39.3M | 0.36% | −188,171−19.6% | Reduced |
| Palisade Capital Management LLC | 762,869 | $38.9M | 1.03% | −46,617−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 720,934 | $36.8M | 0.01% | −1,158−0.2% | Reduced |
| Frontier Capital Management Co LLC | 670,156 | $34.2M | 0.32% | +146,778+28.0% | Added |
| Standard Life Aberdeen plc | 620,808 | $31.7M | 0.06% | +6,380+1.0% | Added |
| Manufacturers Life Insurance Company, The | 600,348 | $30.6M | 0.03% | −25,265−4.0% | Reduced |
| Morgan Stanley | 529,875 | $27.0M | 0.00% | +123,649+30.4% | Added |
| Norges Bank | 493,594 | $25.2M | 0.00% | −18,396−3.6% | Reduced |
| Bank of New York Mellon Corp | 491,991 | $25.1M | 0.00% | −62,547−11.3% | Reduced |
| Goldman Sachs Group Inc | 469,718 | $24.0M | 0.00% | +189,835+67.8% | Added |
| Jennison Associates LLC | 359,212 | $18.3M | 0.01% | −132,559−27.0% | Reduced |
| Principal Financial Group Inc | 306,339 | $15.6M | 0.01% | −22,251−6.8% | Reduced |
| Earnest Partners LLC | 299,965 | $15.3M | 0.07% | −11,261−3.6% | Reduced |
| Eagle Asset Management Inc | 255,452 | $14.3M | 0.07% | +3,861+1.5% | Added |
| New York State Common Retirement Fund | 242,765 | $12.4M | 0.02% | −27,700−10.2% | Reduced |
| Nuveen Asset Management, LLC | 232,970 | $11.9M | 0.00% | −50,821−17.9% | Reduced |
| Clearbridge Investments, LLC | 230,172 | $11.7M | 0.01% | +230,172 | New |
| Wells Fargo & Company | 226,849 | $11.6M | 0.00% | −10,099−4.3% | Reduced |
| Fisher Asset Management, LLC | 220,000 | $11.2M | 0.00% | +36,798+20.1% | Added |
| Wellington Management Group LLP | 215,759 | $11.0M | 0.00% | −2,346−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 205,936 | $10.5M | 0.02% | −5,358−2.5% | Reduced |
| Royal Bank of Canada | 204,639 | $10.4M | 0.00% | +115,865+130.5% | Added |
| Rhumbline Advisers | 178,404 | $9.10M | 0.01% | −9,853−5.2% | Reduced |
| Envestnet Asset Management Inc | 178,314 | $9.09M | 0.00% | +2,900+1.7% | Added |
| Legal & General Group Plc | 163,395 | $8.33M | 0.00% | −4,390−2.6% | Reduced |
| Renaissance Technologies LLC | 161,955 | $8.26M | 0.01% | −46,510−22.3% | Reduced |
| Ameriprise Financial Inc | 154,226 | $7.86M | 0.00% | −16,840−9.8% | Reduced |
| Loomis Sayles & Co L P | 150,091 | $7.65M | 0.01% | −90,139−37.5% | Reduced |
| Bridgeway Capital Management, LLC | 130,759 | $6.67M | 0.14% | −19,800−13.2% | Reduced |
| UBS Asset Management Americas Inc | 127,468 | $6.50M | 0.00% | −13,636−9.7% | Reduced |
| Lord, Abbett & Co. LLC | 126,882 | $6.47M | 0.02% | −131,814−51.0% | Reduced |
| Public Sector Pension Investment Board | 125,702 | $6.41M | 0.03% | −6,500−4.9% | Reduced |
| Barclays PLC | 120,397 | $6.14M | 0.00% | +63,284+110.8% | Added |
| Swiss National Bank | 117,340 | $5.98M | 0.00% | −1,200−1.0% | Reduced |
| Crawford Investment Counsel Inc | 117,217 | $5.98M | 0.10% | −470−0.4% | Reduced |
| Jane Street Group, LLC | 114,154 | $5.82M | 0.01% | +36,990+47.9% | Added |
| Citigroup Inc | 105,232 | $5.37M | 0.00% | +15,881+17.8% | Added |
| Brandywine Global Investment Management, LLC | 98,063 | $5.03M | 0.03% | −2,600−2.6% | Reduced |
| First Trust Advisors LP | 96,216 | $4.91M | 0.00% | −11,915−11.0% | Reduced |
| Prudential Financial Inc | 88,681 | $4.52M | 0.01% | −3,005−3.3% | Reduced |
| Raymond James & Associates | 84,878 | $4.33M | 0.00% | −24,627−22.5% | Reduced |
| Royce & Associates LP | 78,168 | $3.99M | 0.04% | +55,668+247.4% | Added |
| Price T Rowe Associates Inc | 78,151 | $3.98M | 0.00% | −124,438−61.4% | Reduced |
| Wedge Capital Management L L P | 68,107 | $3.47M | 0.06% | −14,264−17.3% | Reduced |
| Great West Life Assurance Co | 67,453 | $3.44M | 0.01% | +6,692+11.0% | Added |
| Aristotle Capital Boston, LLC | 63,484 | $3.24M | 0.11% | −18,657−22.7% | Reduced |
| Millennium Management LLC | 62,250 | $3.17M | 0.00% | +39,327+171.6% | Added |
| Great Lakes Advisors, LLC | 60,595 | $3.09M | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 57,558 | $2.93M | 0.05% | +8,763+18.0% | Added |
| California State Teachers Retirement System | 56,775 | $2.89M | 0.00% | −2,021−3.4% | Reduced |
| Hantz Financial Services, Inc. | 54,975 | $2.80M | 0.05% | −1,715−3.0% | Reduced |
| Rafferty Asset Management, LLC | 54,779 | $2.79M | 0.01% | −21,518−28.2% | Reduced |
| Thrivent Financial for Lutherans | 51,622 | $2.63M | 0.01% | −999−1.9% | Reduced |
| UBS Group AG | 48,354 | $2.47M | 0.00% | +6,389+15.2% | Added |
| Comerica Bank | 46,434 | $2.37M | 0.01% | −1,192−2.5% | Reduced |
| Edgestream Partners, L.P. | 44,914 | $2.29M | 0.10% | +44,914 | New |
| Siena Capital Partners GP, LLC | 43,819 | $2.23M | 0.64% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 39,706 | $2.02M | 0.01% | −3,372−7.8% | Reduced |
| Voloridge Investment Management, LLC | 38,701 | $1.97M | 0.01% | −35,648−47.9% | Reduced |
| Voya Investment Management LLC | 38,555 | $1.97M | 0.00% | −703−1.8% | Reduced |
| Victory Capital Management Inc | 36,773 | $1.88M | 0.00% | +8,617+30.6% | Added |
| SEI Investments Co | 35,575 | $1.81M | 0.00% | −12,768−26.4% | Reduced |
| Corbyn Investment Management Inc | 34,651 | $1.77M | 0.68% | 00.0% | Unchanged |
| Deutsche Bank AG | 34,582 | $1.76M | 0.00% | +7,626+28.3% | Added |
| Susquehanna International Group, LLP | 34,241 | $1.75M | 0.00% | +9,566+38.8% | Added |
| Illinois Municipal Retirement Fund | 34,010 | $1.73M | 0.02% | +1,265+3.9% | Added |
| Corebridge Financial, Inc. | 33,949 | $1.73M | 0.01% | −831−2.4% | Reduced |
| State of Alaska, Department of Revenue | 33,823 | $1.72M | 0.02% | −1,460−4.1% | Reduced |
| MetLife Investment Management | 33,144 | $1.69M | 0.01% | −1,435−4.1% | Reduced |
| Pathstone Holdings, LLC | 32,648 | $1.66M | 0.01% | +1,884+6.1% | Added |
| Modera Wealth Management, LLC | 32,641 | $1.66M | 0.02% | −2,400−6.8% | Reduced |
| Qube Research & Technologies Ltd | 32,614 | $1.66M | 0.00% | +32,614 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,383 | $1.65M | 0.00% | +1,470+4.8% | Added |
| Jackson Creek Investment Advisors LLC | 31,833 | $1.62M | 0.48% | +7,155+29.0% | Added |
| Avantax Advisory Services, Inc. | 31,232 | $1.59M | 0.01% | +124+0.4% | Added |
| Keeley-Teton Advisors, LLC | 30,642 | $1.56M | 0.17% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,700 | $1.46M | 0.03% | −1,500−5.0% | Reduced |
| Private Advisor Group, LLC | 28,655 | $1.46M | 0.01% | −205−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 28,607 | $1.46M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,121 | $1.43M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 27,683 | $1.41M | 0.00% | +27,683 | New |
| Canada Pension Plan Investment Board | 26,600 | $1.36M | 0.00% | +26,600 | New |
| Verdence Capital Advisors LLC | 25,000 | $1.27M | 0.10% | −5,000−16.7% | Reduced |