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 |
|---|---|---|---|---|---|
| STRS Ohio | 6,300 | $321.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,420 | $327.0K | 0.00% | −21−0.3% | Reduced |
| AlphaMark Advisors, LLC | 6,470 | $330.0K | 0.11% | −539−7.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,722 | $342.8K | 0.03% | +6,722 | New |
| Occudo Quantitative Strategies LP | 6,789 | $346.2K | 0.06% | +6,789 | New |
| Sherbrooke Park Advisers LLC | 6,830 | $348.3K | 0.08% | +6,830 | New |
| Paloma Partners Management Co | 7,185 | $366.4K | 0.02% | +7,185 | New |
| Everence Capital Management Inc | 7,320 | $373.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,378 | $376.2K | 0.00% | −646−8.1% | Reduced |
| HSBC Holdings PLC | 7,482 | $381.4K | 0.00% | −5,636−43.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,657 | $390.4K | 0.03% | +11+0.1% | Added |
| Tower Research Capital LLC (TRC) | 7,720 | $393.6K | 0.01% | −15,400−66.6% | Reduced |
| Cubist Systematic Strategies, LLC | 7,745 | $394.9K | 0.01% | +7,745 | New |
| FineMark National Bank & Trust | 7,932 | $404.5K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 8,006 | $408.2K | 0.02% | +8,006 | New |
| Two Sigma Securities, LLC | 8,540 | $435.5K | 0.03% | +3,446+67.6% | Added |
| Public Employees Retirement Association of Colorado | 8,606 | $439.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 8,649 | $441.0K | 0.02% | +8,649 | New |
| Mutual of America Capital Management LLC | 8,915 | $454.6K | 0.00% | −963−9.7% | Reduced |
| Versor Investments LP | 9,100 | $464.0K | 0.07% | −5,800−38.9% | Reduced |
| Ironwood Investment Management LLC | 9,270 | $472.7K | 0.23% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 9,285 | $473.4K | 0.00% | +1,612+21.0% | Added |
| Russell Investments Group, Ltd. | 9,447 | $481.7K | 0.00% | −3,194−25.3% | Reduced |
| Advantage Alpha Capital Partners LP | 9,465 | $482.6K | 0.11% | +1,446+18.0% | Added |
| First Hawaiian Bank | 10,480 | $534.4K | 0.02% | −24−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $544.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,682 | $544.7K | 0.01% | +10,682 | New |
| Natixis Advisors, L.P. | 10,820 | $552.0K | 0.00% | −73−0.7% | Reduced |
| Haverford Trust Co | 10,907 | $556.1K | 0.01% | −2,400−18.0% | Reduced |
| Henshaw Capital LLC | 11,097 | $565.8K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,362 | $579.3K | 0.01% | +25+0.2% | Added |
| Univest Financial Corp | 11,886 | $606.1K | 0.04% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 11,989 | $611.3K | 0.25% | +10.0% | Added |
| Marshall Financial Group Inc | 12,075 | $615.7K | 0.19% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,305 | $627.0K | 0.00% | +1,100+9.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,669 | $646.0K | 0.00% | −280−2.2% | Reduced |
| Diversified Trust Co | 12,807 | $653.0K | 0.02% | +1,425+12.5% | Added |
| Commonwealth Equity Services, LLC | 13,340 | $680.0K | 0.00% | −1,631−10.9% | Reduced |
| Los Angeles Capital Management LLC | 13,560 | $691.4K | 0.00% | +5,750+73.6% | Added |
| Oregon Public Employees Retirement Fund | 14,003 | $714.0K | 0.01% | −600−4.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 14,085 | $718.2K | 0.02% | +14,085 | New |
| Teacher Retirement System of Texas | 14,475 | $738.0K | 0.00% | +218+1.5% | Added |
| Intech Investment Management LLC | 15,222 | $776.2K | 0.01% | +15,222 | New |
| Sanctuary Advisors, LLC | 12,879 | $778.9K | 0.00% | +6,466+100.8% | Added |
| Dynamic Technology Lab Private Ltd | 15,525 | $792.0K | 0.08% | +15,525 | New |
| State of Tennessee, Treasury Department | 15,873 | $809.4K | 0.00% | −13,167−45.3% | Reduced |
| Lountzis Asset Management, LLC | 17,000 | $866.8K | 0.36% | −2,000−10.5% | Reduced |
| Arizona State Retirement System | 17,304 | $882.3K | 0.01% | +428+2.5% | Added |
| Stifel Financial Corp | 17,334 | $883.8K | 0.00% | −512−2.9% | Reduced |
| Amalgamated Bank | 17,417 | $888.0K | 0.01% | −931−5.1% | Reduced |
| State Board of Administration of Florida Retirement System | 17,430 | $888.8K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 18,278 | $932.0K | 0.02% | +18,278 | New |
| Engineers Gate Manager LP | 19,281 | $983.1K | 0.02% | −13,783−41.7% | Reduced |
| Bessemer Group Inc | 19,735 | $1.01M | 0.00% | +2,381+13.7% | Added |
| Maryland State Retirement & Pension System | 20,015 | $1.02M | 0.02% | −937−4.5% | Reduced |
| LPL Financial LLC | 20,803 | $1.06M | 0.00% | +4,735+29.5% | Added |
| Teachers Retirement System of the State of Kentucky | 20,957 | $1.07M | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 21,309 | $1.09M | 0.69% | 00.0% | Unchanged |
| HRT Financial LP | 22,754 | $1.16M | 0.01% | +22,754 | New |
| Yousif Capital Management, LLC | 22,923 | $1.17M | 0.01% | −1,085−4.5% | Reduced |
| The PNC Financial Services Group, Inc. | 22,937 | $1.17M | 0.00% | −600−2.5% | Reduced |
| BNP Paribas Arbitrage, SA | 23,926 | $1.22M | 0.00% | +11,660+95.1% | Added |
| ProShare Advisors LLC | 24,680 | $1.26M | 0.00% | +15,386+165.5% | Added |
| New York State Teachers Retirement System | 24,740 | $1.26M | 0.00% | −1,000−3.9% | Reduced |
| Verdence Capital Advisors LLC | 25,000 | $1.27M | 0.10% | −5,000−16.7% | Reduced |
| Canada Pension Plan Investment Board | 26,600 | $1.36M | 0.00% | +26,600 | New |
| Assenagon Asset Management S.A. | 27,683 | $1.41M | 0.00% | +27,683 | New |
| Janus Henderson Group PLC | 28,121 | $1.43M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 28,607 | $1.46M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 28,655 | $1.46M | 0.01% | −205−0.7% | Reduced |
| Louisiana State Employees Retirement System | 28,700 | $1.46M | 0.03% | −1,500−5.0% | Reduced |
| Keeley-Teton Advisors, LLC | 30,642 | $1.56M | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 31,232 | $1.59M | 0.01% | +124+0.4% | Added |
| Jackson Creek Investment Advisors LLC | 31,833 | $1.62M | 0.48% | +7,155+29.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,383 | $1.65M | 0.00% | +1,470+4.8% | Added |
| Qube Research & Technologies Ltd | 32,614 | $1.66M | 0.00% | +32,614 | New |
| Modera Wealth Management, LLC | 32,641 | $1.66M | 0.02% | −2,400−6.8% | Reduced |
| Pathstone Holdings, LLC | 32,648 | $1.66M | 0.01% | +1,884+6.1% | Added |
| MetLife Investment Management | 33,144 | $1.69M | 0.01% | −1,435−4.1% | Reduced |
| State of Alaska, Department of Revenue | 33,823 | $1.72M | 0.02% | −1,460−4.1% | Reduced |
| Corebridge Financial, Inc. | 33,949 | $1.73M | 0.01% | −831−2.4% | Reduced |
| Illinois Municipal Retirement Fund | 34,010 | $1.73M | 0.02% | +1,265+3.9% | Added |
| Susquehanna International Group, LLP | 34,241 | $1.75M | 0.00% | +9,566+38.8% | Added |
| Deutsche Bank AG | 34,582 | $1.76M | 0.00% | +7,626+28.3% | Added |
| Corbyn Investment Management Inc | 34,651 | $1.77M | 0.68% | 00.0% | Unchanged |
| SEI Investments Co | 35,575 | $1.81M | 0.00% | −12,768−26.4% | Reduced |
| Victory Capital Management Inc | 36,773 | $1.88M | 0.00% | +8,617+30.6% | Added |
| Voya Investment Management LLC | 38,555 | $1.97M | 0.00% | −703−1.8% | Reduced |
| Voloridge Investment Management, LLC | 38,701 | $1.97M | 0.01% | −35,648−47.9% | Reduced |
| State of New Jersey Common Pension Fund D | 39,706 | $2.02M | 0.01% | −3,372−7.8% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.23M | 0.64% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 44,914 | $2.29M | 0.10% | +44,914 | New |
| Comerica Bank | 46,434 | $2.37M | 0.01% | −1,192−2.5% | Reduced |
| UBS Group AG | 48,354 | $2.47M | 0.00% | +6,389+15.2% | Added |
| Thrivent Financial for Lutherans | 51,622 | $2.63M | 0.01% | −999−1.9% | Reduced |
| Rafferty Asset Management, LLC | 54,779 | $2.79M | 0.01% | −21,518−28.2% | Reduced |
| Hantz Financial Services, Inc. | 54,975 | $2.80M | 0.05% | −1,715−3.0% | Reduced |
| California State Teachers Retirement System | 56,775 | $2.89M | 0.00% | −2,021−3.4% | Reduced |
| Bryn Mawr Trust Co | 57,558 | $2.93M | 0.05% | +8,763+18.0% | Added |
| Great Lakes Advisors, LLC | 60,595 | $3.09M | 0.03% | 00.0% | Unchanged |