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, 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
- 53.0M
- +8.35M (+18.7%) vs. Q2 2024
- Total value
- $2.71B
- +$606.5M (+28.9%) 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Manchester Capital Management LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $204 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $204 | 0.00% | +4 | New |
| Huntington National Bank | 9 | $459 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $459 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $460 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $612 | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 13 | $663 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $917 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 21 | $1.07K | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 22 | $1.12K | 0.00% | −114−83.8% | Reduced |
| Baldwin Brothers Inc | 30 | $1.53K | 0.00% | +30 | New |
| Massmutual Trust Co FSB | 33 | $1.68K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 36 | $1.69K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 42 | $1.97K | 0.00% | +33+366.7% | Added |
| Eagle Bay Advisors LLC | 39 | $1.99K | 0.00% | −23−37.1% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $2.04K | 0.00% | +15+60.0% | Added |
| Farmers & Merchants Investments Inc | 43 | $2.19K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $2.96K | 0.00% | +58 | New |
| Rothschild Investment LLC | 60 | $3.06K | 0.00% | +45+300.0% | Added |
| Harbour Investments, Inc. | 63 | $3.21K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 63 | $3.21K | 0.00% | +63 | New |
| Jones Financial Companies LLLP | 75 | $3.76K | 0.00% | +75 | New |
| First Personal Financial Services | 77 | $3.93K | 0.00% | −11−12.5% | Reduced |
| Lindbrook Capital, LLC | 78 | $3.98K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 85 | $4.00K | 0.00% | +85 | New |
| CIBC Private Wealth Group, LLC | 85 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $4.59K | 0.00% | +90 | New |
| Quadrant Capital Group LLC | 90 | $4.59K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $5.48K | 0.00% | −16−13.0% | Reduced |
| Private Wealth Management Group, LLC | 115 | $5.86K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 141 | $7.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $7.34K | 0.00% | +63+77.8% | Added |
| Umb Bank N A | 150 | $7.65K | 0.00% | +88+141.9% | Added |
| First Horizon Advisors, Inc. | 152 | $7.75K | 0.00% | −54−26.2% | Reduced |
| Fifth Third Bancorp | 168 | $8.57K | 0.00% | +14+9.1% | Added |
| Quarry LP | 184 | $9.38K | 0.00% | +184 | New |
| Proequities, Inc. | 197 | $10.0K | 0.00% | −40−16.9% | Reduced |
| SRS Capital Advisors, Inc. | 204 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 206 | $10.5K | 0.00% | +206 | New |
| Harbor Capital Advisors, Inc. | 232 | $12.0K | 0.00% | +232 | New |
| Parallel Advisors, LLC | 251 | $12.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 280 | $14.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 327 | $16.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 349 | $17.8K | 0.00% | −45−11.4% | Reduced |
| International Assets Investment Management, LLC | 918 | $18.0K | 0.00% | +900+5,000.0% | Added |
| CWM, LLC | 377 | $19.0K | 0.00% | +107+39.6% | Added |
| Nomura Asset Management Co Ltd | 470 | $24.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 503 | $25.6K | 0.00% | +23+4.8% | Added |
| Danske Bank A/S | 700 | $35.7K | 0.00% | +700 | New |
| Public Employees Retirement System of Ohio | 714 | $36.4K | 0.00% | +24+3.5% | Added |
| Global Retirement Partners, LLC | 725 | $37.0K | 0.00% | −53−6.8% | Reduced |
| AdvisorNet Financial, Inc | 950 | $48.4K | 0.00% | +860+955.6% | Added |
| Key Financial Inc | 980 | $50.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,451 | $74.0K | 0.01% | +428+41.8% | Added |
| POM Investment Strategies, LLC | 1,506 | $76.8K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 1,713 | $87.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,400 | $122.4K | 0.03% | +1,600+200.0% | Added |
| Smartleaf Asset Management LLC | 2,500 | $125.3K | 0.02% | −505−16.8% | Reduced |
| SG Americas Securities, LLC | 2,488 | $127.0K | 0.00% | +2,488 | New |
| Hamilton Capital Partners Inc. | 2,514 | $128.2K | 0.01% | −2,100−45.5% | Reduced |
| US Bancorp | 2,813 | $143.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,960 | $150.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $153.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,213 | $163.8K | 0.00% | +433+15.6% | Added |
| Advisor Group Holdings, Inc. | 3,231 | $164.7K | 0.00% | −91−2.7% | Reduced |
| CIBC Asset Management Inc | 3,969 | $202.4K | 0.00% | +3,969 | New |
| Mackenzie Financial Corp | 4,016 | $204.8K | 0.00% | +4,016 | New |
| Lansing Street Advisors | 4,056 | $206.8K | 0.08% | +4,056 | New |
| Stephens Inc | 4,101 | $209.1K | 0.00% | +4,101 | New |
| Point72 (DIFC) Ltd | 4,170 | $212.6K | 0.02% | +4,170 | New |
| Sageworth Trust Co | 4,181 | $213.2K | 0.01% | −10,000−70.5% | Reduced |
| Mariner, LLC | 4,242 | $215.6K | 0.00% | +4,242 | New |
| Ascent Group, LLC | 4,270 | $217.7K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 4,283 | $218.4K | 0.00% | +239+5.9% | Added |
| Colony Group, LLC | 4,410 | $224.9K | 0.00% | +4,410 | New |
| HighTower Advisors, LLC | 4,472 | $229.0K | 0.00% | −508−10.2% | Reduced |
| Affinity Wealth Management LLC | 4,492 | $229.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,500 | $229.5K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,522 | $231.0K | 0.00% | −2,728−37.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,615 | $235.3K | 0.01% | +4,615 | New |
| LMR Partners LLP | 4,645 | $236.8K | 0.01% | +4,645 | New |
| Lido Advisors, LLC | 4,727 | $241.0K | 0.00% | +4,727 | New |
| Keybank National Association | 4,897 | $249.7K | 0.00% | −1,703−25.8% | Reduced |
| Allegheny Financial Group LTD | 5,056 | $257.8K | 0.06% | +15+0.3% | Added |
| Mutual Advisors, LLC | 5,090 | $258.2K | 0.01% | +15+0.3% | Added |
| Truist Financial Corp | 5,156 | $262.9K | 0.00% | −524−9.2% | Reduced |
| State of Wisconsin Investment Board | 5,320 | $271.3K | 0.00% | +388+7.9% | Added |
| Cerity Partners LLC | 5,358 | $273.2K | 0.00% | +5,358 | New |
| North Star Asset Management Inc | 5,381 | $274.4K | 0.01% | −1,870−25.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,442 | $277.5K | 0.05% | +5,442 | New |
| Profund Advisors LLC | 5,759 | $293.7K | 0.01% | +486+9.2% | Added |
| Ameritas Investment Partners, Inc. | 6,027 | $307.3K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,046 | $308.3K | 0.01% | +10.0% | Added |
| Janney Montgomery Scott LLC | 6,098 | $311.0K | 0.00% | −2,422−28.4% | Reduced |
| Bank of Montreal | 6,239 | $312.6K | 0.00% | +250+4.2% | Added |
| Westover Capital Advisors, LLC | 6,185 | $315.4K | 0.06% | −30−0.5% | Reduced |