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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 2,514 | $128.2K | 0.01% | −2,100−45.5% | Reduced |
| SG Americas Securities, LLC | 2,488 | $127.0K | 0.00% | +2,488 | New |
| Smartleaf Asset Management LLC | 2,500 | $125.3K | 0.02% | −505−16.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $122.4K | 0.03% | +1,600+200.0% | Added |
| KBC Group NV | 1,713 | $87.0K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,506 | $76.8K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,451 | $74.0K | 0.01% | +428+41.8% | Added |
| South State Corp. | 1,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $50.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 950 | $48.4K | 0.00% | +860+955.6% | Added |
| Global Retirement Partners, LLC | 725 | $37.0K | 0.00% | −53−6.8% | Reduced |
| Public Employees Retirement System of Ohio | 714 | $36.4K | 0.00% | +24+3.5% | Added |
| Danske Bank A/S | 700 | $35.7K | 0.00% | +700 | New |
| Principal Securities, Inc. | 503 | $25.6K | 0.00% | +23+4.8% | Added |
| Nomura Asset Management Co Ltd | 470 | $24.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 377 | $19.0K | 0.00% | +107+39.6% | Added |
| International Assets Investment Management, LLC | 918 | $18.0K | 0.00% | +900+5,000.0% | Added |
| Clearstead Advisors, LLC | 349 | $17.8K | 0.00% | −45−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 327 | $16.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 280 | $14.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 251 | $12.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 232 | $12.0K | 0.00% | +232 | New |
| Sterling Capital Management LLC | 206 | $10.5K | 0.00% | +206 | New |
| SRS Capital Advisors, Inc. | 204 | $10.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 197 | $10.0K | 0.00% | −40−16.9% | Reduced |
| Quarry LP | 184 | $9.38K | 0.00% | +184 | New |
| Fifth Third Bancorp | 168 | $8.57K | 0.00% | +14+9.1% | Added |
| First Horizon Advisors, Inc. | 152 | $7.75K | 0.00% | −54−26.2% | Reduced |
| Umb Bank N A | 150 | $7.65K | 0.00% | +88+141.9% | Added |
| Parkside Financial Bank & Trust | 144 | $7.34K | 0.00% | +63+77.8% | Added |
| Steward Partners Investment Advisory, LLC | 141 | $7.19K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 115 | $5.86K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $5.48K | 0.00% | −16−13.0% | Reduced |
| Quadrant Capital Group LLC | 90 | $4.59K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $4.59K | 0.00% | +90 | New |
| CIBC Private Wealth Group, LLC | 85 | $4.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 85 | $4.00K | 0.00% | +85 | New |
| Lindbrook Capital, LLC | 78 | $3.98K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 77 | $3.93K | 0.00% | −11−12.5% | Reduced |
| Jones Financial Companies LLLP | 75 | $3.76K | 0.00% | +75 | New |
| Harbour Investments, Inc. | 63 | $3.21K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 63 | $3.21K | 0.00% | +63 | New |
| Rothschild Investment LLC | 60 | $3.06K | 0.00% | +45+300.0% | Added |
| Truvestments Capital LLC | 58 | $2.96K | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 43 | $2.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $2.04K | 0.00% | +15+60.0% | Added |
| Eagle Bay Advisors LLC | 39 | $1.99K | 0.00% | −23−37.1% | Reduced |
| Ronald Blue Trust, Inc. | 42 | $1.97K | 0.00% | +33+366.7% | Added |
| ClariVest Asset Management LLC | 36 | $1.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.68K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 30 | $1.53K | 0.00% | +30 | New |
| Farther Finance Advisors, LLC | 22 | $1.12K | 0.00% | −114−83.8% | Reduced |
| Geneos Wealth Management Inc. | 21 | $1.07K | 0.00% | +21 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $917 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $663 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $612 | 0.00% | +1+9.1% | Added |
| Continuum Advisory, LLC | 8 | $460 | 0.00% | +8 | New |
| Huntington National Bank | 9 | $459 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $459 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $204 | 0.00% | +4 | New |
| Mendota Financial Group, LLC | 4 | $204 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| 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 |