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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.

Institutional holdersQ3 2024: 265 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ3 2024: $2.71B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2024.

Institutions holding WSFS in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
New York State Teachers Retirement System24,740$1.26M0.00%−1,000−3.9%Reduced
ProShare Advisors LLC24,680$1.26M0.00%+15,386+165.5%Added
BNP Paribas Arbitrage, SA23,926$1.22M0.00%+11,660+95.1%Added
The PNC Financial Services Group, Inc.22,937$1.17M0.00%−600−2.5%Reduced
Yousif Capital Management, LLC22,923$1.17M0.01%−1,085−4.5%Reduced
HRT Financial LP22,754$1.16M0.01%+22,754New
Salzhauer Michael21,309$1.09M0.69%00.0%Unchanged
Teachers Retirement System of the State of Kentucky20,957$1.07M0.01%00.0%Unchanged
LPL Financial LLC20,803$1.06M0.00%+4,735+29.5%Added
Maryland State Retirement & Pension System20,015$1.02M0.02%−937−4.5%Reduced
Bessemer Group Inc19,735$1.01M0.00%+2,381+13.7%Added
Engineers Gate Manager LP19,281$983.1K0.02%−13,783−41.7%Reduced
Weiss Asset Management LP18,278$932.0K0.02%+18,278New
State Board of Administration of Florida Retirement System17,430$888.8K0.00%00.0%Unchanged
Amalgamated Bank17,417$888.0K0.01%−931−5.1%Reduced
Stifel Financial Corp17,334$883.8K0.00%−512−2.9%Reduced
Arizona State Retirement System17,304$882.3K0.01%+428+2.5%Added
Lountzis Asset Management, LLC17,000$866.8K0.36%−2,000−10.5%Reduced
State of Tennessee, Treasury Department15,873$809.4K0.00%−13,167−45.3%Reduced
Dynamic Technology Lab Private Ltd15,525$792.0K0.08%+15,525New
Sanctuary Advisors, LLC12,879$778.9K0.00%+6,466+100.8%Added
Intech Investment Management LLC15,222$776.2K0.01%+15,222New
Teacher Retirement System of Texas14,475$738.0K0.00%+218+1.5%Added
Mill Creek Capital Advisors, LLC14,085$718.2K0.02%+14,085New
Oregon Public Employees Retirement Fund14,003$714.0K0.01%−600−4.1%Reduced
Los Angeles Capital Management LLC13,560$691.4K0.00%+5,750+73.6%Added
Commonwealth Equity Services, LLC13,340$680.0K0.00%−1,631−10.9%Reduced
Diversified Trust Co12,807$653.0K0.02%+1,425+12.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,669$646.0K0.00%−280−2.2%Reduced
Handelsbanken Fonder AB12,305$627.0K0.00%+1,100+9.8%Added
Marshall Financial Group Inc12,075$615.7K0.19%00.0%Unchanged
Lokken Investment Group LLC11,989$611.3K0.25%+10.0%Added
Univest Financial Corp11,886$606.1K0.04%00.0%Unchanged
Equitable Holdings, Inc.11,362$579.3K0.01%+25+0.2%Added
Henshaw Capital LLC11,097$565.8K0.02%00.0%Unchanged
Haverford Trust Co10,907$556.1K0.01%−2,400−18.0%Reduced
Natixis Advisors, L.P.10,820$552.0K0.00%−73−0.7%Reduced
Wiley Bros.-Aintree Capital, LLC10,682$544.7K0.01%+10,682New
Zurcher Kantonalbank (Zurich Cantonalbank)10,672$544.2K0.00%00.0%Unchanged
First Hawaiian Bank10,480$534.4K0.02%−24−0.2%Reduced
Advantage Alpha Capital Partners LP9,465$482.6K0.11%+1,446+18.0%Added
Russell Investments Group, Ltd.9,447$481.7K0.00%−3,194−25.3%Reduced
Glenmede Trust Co NA9,285$473.4K0.00%+1,612+21.0%Added
Ironwood Investment Management LLC9,270$472.7K0.23%00.0%Unchanged
Versor Investments LP9,100$464.0K0.07%−5,800−38.9%Reduced
Mutual of America Capital Management LLC8,915$454.6K0.00%−963−9.7%Reduced
Centiva Capital, LP8,649$441.0K0.02%+8,649New
Public Employees Retirement Association of Colorado8,606$439.0K0.00%00.0%Unchanged
Two Sigma Securities, LLC8,540$435.5K0.03%+3,446+67.6%Added
Brevan Howard Capital Management LP8,006$408.2K0.02%+8,006New
FineMark National Bank & Trust7,932$404.5K0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC7,745$394.9K0.01%+7,745New
Tower Research Capital LLC (TRC)7,720$393.6K0.01%−15,400−66.6%Reduced
Pine Valley Investments Ltd Liability Co7,657$390.4K0.03%+11+0.1%Added
HSBC Holdings PLC7,482$381.4K0.00%−5,636−43.0%Reduced
Pictet Asset Management Holding SA7,378$376.2K0.00%−646−8.1%Reduced
Everence Capital Management Inc7,320$373.0K0.02%00.0%Unchanged
Paloma Partners Management Co7,185$366.4K0.02%+7,185New
Sherbrooke Park Advisers LLC6,830$348.3K0.08%+6,830New
Occudo Quantitative Strategies LP6,789$346.2K0.06%+6,789New
Campbell & CO Investment Adviser LLC6,722$342.8K0.03%+6,722New
AlphaMark Advisors, LLC6,470$330.0K0.11%−539−7.7%Reduced
MML Investors Services, LLC6,420$327.0K0.00%−21−0.3%Reduced
STRS Ohio6,300$321.2K0.00%00.0%Unchanged
Westover Capital Advisors, LLC6,185$315.4K0.06%−30−0.5%Reduced
Bank of Montreal6,239$312.6K0.00%+250+4.2%Added
Janney Montgomery Scott LLC6,098$311.0K0.00%−2,422−28.4%Reduced
Forum Financial Management, LP6,046$308.3K0.01%+10.0%Added
Ameritas Investment Partners, Inc.6,027$307.3K0.01%00.0%Unchanged
Profund Advisors LLC5,759$293.7K0.01%+486+9.2%Added
Point72 Asia (Singapore) Pte. Ltd.5,442$277.5K0.05%+5,442New
North Star Asset Management Inc5,381$274.4K0.01%−1,870−25.8%Reduced
Cerity Partners LLC5,358$273.2K0.00%+5,358New
State of Wisconsin Investment Board5,320$271.3K0.00%+388+7.9%Added
Truist Financial Corp5,156$262.9K0.00%−524−9.2%Reduced
Mutual Advisors, LLC5,090$258.2K0.01%+15+0.3%Added
Allegheny Financial Group LTD5,056$257.8K0.06%+15+0.3%Added
Keybank National Association4,897$249.7K0.00%−1,703−25.8%Reduced
Lido Advisors, LLC4,727$241.0K0.00%+4,727New
LMR Partners LLP4,645$236.8K0.01%+4,645New
Y-Intercept (Hong Kong) Ltd4,615$235.3K0.01%+4,615New
Cambridge Investment Research Advisors, Inc.4,522$231.0K0.00%−2,728−37.6%Reduced
Jacobi Capital Management LLC4,500$229.5K0.02%00.0%Unchanged
Affinity Wealth Management LLC4,492$229.0K0.04%00.0%Unchanged
HighTower Advisors, LLC4,472$229.0K0.00%−508−10.2%Reduced
Colony Group, LLC4,410$224.9K0.00%+4,410New
FMR LLC4,283$218.4K0.00%+239+5.9%Added
Ascent Group, LLC4,270$217.7K0.02%00.0%Unchanged
Mariner, LLC4,242$215.6K0.00%+4,242New
Sageworth Trust Co4,181$213.2K0.01%−10,000−70.5%Reduced
Point72 (DIFC) Ltd4,170$212.6K0.02%+4,170New
Stephens Inc4,101$209.1K0.00%+4,101New
Lansing Street Advisors4,056$206.8K0.08%+4,056New
Mackenzie Financial Corp4,016$204.8K0.00%+4,016New
CIBC Asset Management Inc3,969$202.4K0.00%+3,969New
Advisor Group Holdings, Inc.3,231$164.7K0.00%−91−2.7%Reduced
Northwestern Mutual Wealth Management Co3,213$163.8K0.00%+433+15.6%Added
Blue Bell Private Wealth Management, LLC3,019$153.9K0.03%00.0%Unchanged
Nisa Investment Advisors, LLC2,960$150.9K0.00%00.0%Unchanged
US Bancorp2,813$143.4K0.00%00.0%Unchanged