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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 62,250 | $3.17M | 0.00% | +39,327+171.6% | Added |
| Aristotle Capital Boston, LLC | 63,484 | $3.24M | 0.11% | −18,657−22.7% | Reduced |
| Great West Life Assurance Co | 67,453 | $3.44M | 0.01% | +6,692+11.0% | Added |
| Wedge Capital Management L L P | 68,107 | $3.47M | 0.06% | −14,264−17.3% | Reduced |
| Price T Rowe Associates Inc | 78,151 | $3.98M | 0.00% | −124,438−61.4% | Reduced |
| Royce & Associates LP | 78,168 | $3.99M | 0.04% | +55,668+247.4% | Added |
| Raymond James & Associates | 84,878 | $4.33M | 0.00% | −24,627−22.5% | Reduced |
| Prudential Financial Inc | 88,681 | $4.52M | 0.01% | −3,005−3.3% | Reduced |
| First Trust Advisors LP | 96,216 | $4.91M | 0.00% | −11,915−11.0% | Reduced |
| Brandywine Global Investment Management, LLC | 98,063 | $5.03M | 0.03% | −2,600−2.6% | Reduced |
| Citigroup Inc | 105,232 | $5.37M | 0.00% | +15,881+17.8% | Added |
| Jane Street Group, LLC | 114,154 | $5.82M | 0.01% | +36,990+47.9% | Added |
| Crawford Investment Counsel Inc | 117,217 | $5.98M | 0.10% | −470−0.4% | Reduced |
| Swiss National Bank | 117,340 | $5.98M | 0.00% | −1,200−1.0% | Reduced |
| Barclays PLC | 120,397 | $6.14M | 0.00% | +63,284+110.8% | Added |
| Public Sector Pension Investment Board | 125,702 | $6.41M | 0.03% | −6,500−4.9% | Reduced |
| Lord, Abbett & Co. LLC | 126,882 | $6.47M | 0.02% | −2,466−1.9% | Reduced |
| UBS Asset Management Americas Inc | 127,468 | $6.50M | 0.00% | −13,636−9.7% | Reduced |
| Bridgeway Capital Management, LLC | 130,759 | $6.67M | 0.14% | −19,800−13.2% | Reduced |
| Loomis Sayles & Co L P | 150,091 | $7.65M | 0.01% | −90,139−37.5% | Reduced |
| Ameriprise Financial Inc | 154,226 | $7.86M | 0.00% | −16,840−9.8% | Reduced |
| Renaissance Technologies LLC | 161,955 | $8.26M | 0.01% | −46,510−22.3% | Reduced |
| Legal & General Group Plc | 163,395 | $8.33M | 0.00% | −4,390−2.6% | Reduced |
| Envestnet Asset Management Inc | 178,314 | $9.09M | 0.00% | +2,900+1.7% | Added |
| Rhumbline Advisers | 178,404 | $9.10M | 0.01% | −9,853−5.2% | Reduced |
| Royal Bank of Canada | 204,639 | $10.4M | 0.00% | +115,865+130.5% | Added |
| Allspring Global Investments Holdings, LLC | 205,936 | $10.5M | 0.02% | −5,358−2.5% | Reduced |
| Wellington Management Group LLP | 215,759 | $11.0M | 0.00% | −2,346−1.1% | Reduced |
| Fisher Asset Management, LLC | 220,000 | $11.2M | 0.00% | +36,798+20.1% | Added |
| Wells Fargo & Company | 226,849 | $11.6M | 0.00% | −10,099−4.3% | Reduced |
| Clearbridge Investments, LLC | 230,172 | $11.7M | 0.01% | +230,172 | New |
| Nuveen Asset Management, LLC | 232,970 | $11.9M | 0.00% | −50,821−17.9% | Reduced |
| New York State Common Retirement Fund | 242,765 | $12.4M | 0.02% | −27,700−10.2% | Reduced |
| Eagle Asset Management Inc | 255,452 | $14.3M | 0.07% | +3,861+1.5% | Added |
| Earnest Partners LLC | 299,965 | $15.3M | 0.07% | −11,261−3.6% | Reduced |
| Principal Financial Group Inc | 306,339 | $15.6M | 0.01% | −22,251−6.8% | Reduced |
| Jennison Associates LLC | 359,212 | $18.3M | 0.01% | −132,559−27.0% | Reduced |
| JPMorgan Chase & Co | 411,746 | $21.0M | 0.00% | −35,381−7.9% | Reduced |
| Goldman Sachs Group Inc | 469,718 | $24.0M | 0.00% | +189,835+67.8% | Added |
| Bank of New York Mellon Corp | 491,991 | $25.1M | 0.00% | −62,547−11.3% | Reduced |
| Norges Bank | 493,594 | $25.2M | 0.00% | −18,396−3.6% | Reduced |
| Morgan Stanley | 529,875 | $27.0M | 0.00% | +123,649+30.4% | Added |
| Manufacturers Life Insurance Company, The | 600,348 | $30.6M | 0.03% | −25,265−4.0% | Reduced |
| Standard Life Aberdeen plc | 620,808 | $31.7M | 0.06% | +6,380+1.0% | Added |
| Frontier Capital Management Co LLC | 670,156 | $34.2M | 0.32% | +146,778+28.0% | Added |
| Charles Schwab Investment Management Inc | 720,934 | $36.8M | 0.01% | −1,158−0.2% | Reduced |
| Palisade Capital Management LLC | 762,869 | $38.9M | 1.03% | −46,617−5.8% | Reduced |
| Cooke & Bieler LP | 771,353 | $39.3M | 0.36% | −188,171−19.6% | Reduced |
| Alliancebernstein L.P. | 798,354 | $40.7M | 0.01% | −78,072−8.9% | Reduced |
| Northern Trust Corp | 799,792 | $40.8M | 0.01% | −21,399−2.6% | Reduced |
| Pzena Investment Management LLC | 816,470 | $41.6M | 0.13% | −83,189−9.2% | Reduced |
| Brown Advisory Inc | 845,859 | $43.1M | 0.05% | +14,046+1.7% | Added |
| American Century Companies Inc | 908,428 | $46.3M | 0.03% | +30,961+3.5% | Added |
| Invesco Ltd. | 960,567 | $49.0M | 0.01% | +45,259+4.9% | Added |
| Bank of America Corp | 1,004,194 | $51.2M | 0.00% | +5,586+0.6% | Added |
| Champlain Investment Partners, LLC | 1,299,998 | $66.3M | 0.40% | +14,792+1.2% | Added |
| Geode Capital Management, LLC | 1,422,616 | $72.6M | 0.01% | −1,847−0.1% | Reduced |
| Macquarie Group Ltd | 1,694,133 | $86.4M | 0.09% | −37,724−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,293,280 | $116.9M | 0.07% | −57,589−2.4% | Reduced |
| Franklin Resources Inc | 2,782,098 | $142.8M | 0.04% | −248,546−8.2% | Reduced |
| State Street Corp | 3,030,372 | $154.5M | 0.01% | +87,781+3.0% | Added |
| Dimensional Fund Advisors LP | 3,904,017 | $199.1M | 0.05% | +7620.0% | Added |
| Vanguard Group Inc | 7,019,682 | $357.9M | 0.01% | −125,079−1.8% | Reduced |
| BlackRock, Inc. | 8,672,076 | $442.2M | 0.01% | +8,672,076 | New |
| McClarren Financial Advisors, Inc. | 50 | – | – | +3+6.4% | Added |
| Denali Advisors LLC | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,763−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −18,294−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,893−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −6,072−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,676−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,365−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |