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 $3.64B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in WSFS Financial Corp as of Dec 31, 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
- 252
- −9 vs. Q3 2024
- Shares held
- 53.9M
- +743.5K (+1.4%) vs. Q3 2024
- Total value
- $2.86B
- +$152.1M (+5.6%) vs. Q3 2024
- New holders
- 29
- 82 more added
- Sold out
- 38
- 83 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,698,419 | $462.1M | 0.01% | +26,343+0.3% | Added |
| Vanguard Group Inc | 7,001,023 | $372.0M | 0.01% | −18,659−0.3% | Reduced |
| Dimensional Fund Advisors LP | 3,902,510 | $207.3M | 0.05% | −1,5070.0% | Reduced |
| State Street Corp | 3,314,111 | $176.1M | 0.01% | +283,739+9.4% | Added |
| Franklin Resources Inc | 2,545,695 | $135.3M | 0.04% | −236,403−8.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,313,175 | $122.9M | 0.08% | +19,895+0.9% | Added |
| Macquarie Group Ltd | 1,688,796 | $89.7M | 0.11% | −5,337−0.3% | Reduced |
| JPMorgan Chase & Co | 1,687,824 | $89.7M | 0.01% | +864,332+105.0% | Added |
| Geode Capital Management, LLC | 1,407,117 | $74.8M | 0.01% | −15,499−1.1% | Reduced |
| Champlain Investment Partners, LLC | 1,234,834 | $65.6M | 0.42% | −65,164−5.0% | Reduced |
| Bank of America Corp | 966,853 | $51.4M | 0.00% | −37,341−3.7% | Reduced |
| Invesco Ltd. | 954,195 | $50.7M | 0.01% | −6,372−0.7% | Reduced |
| American Century Companies Inc | 904,279 | $48.0M | 0.03% | −4,149−0.5% | Reduced |
| Brown Advisory Inc | 827,034 | $43.9M | 0.06% | −18,825−2.2% | Reduced |
| Northern Trust Corp | 809,334 | $43.0M | 0.01% | +9,542+1.2% | Added |
| Alliancebernstein L.P. | 790,688 | $42.0M | 0.01% | −7,666−1.0% | Reduced |
| Pzena Investment Management LLC | 790,584 | $42.0M | 0.14% | −25,886−3.2% | Reduced |
| Cooke & Bieler LP | 782,767 | $41.6M | 0.40% | +11,414+1.5% | Added |
| Palisade Capital Management LLC | 772,699 | $41.1M | 1.10% | +9,830+1.3% | Added |
| Charles Schwab Investment Management Inc | 740,584 | $39.3M | 0.01% | +19,650+2.7% | Added |
| Frontier Capital Management Co LLC | 718,978 | $38.2M | 0.36% | +48,822+7.3% | Added |
| Norges Bank | 616,887 | $32.8M | 0.00% | +123,293+25.0% | Added |
| Manufacturers Life Insurance Company, The | 592,736 | $31.5M | 0.03% | −7,612−1.3% | Reduced |
| Goldman Sachs Group Inc | 540,366 | $28.7M | 0.01% | +70,648+15.0% | Added |
| Standard Life Aberdeen plc | 511,292 | $27.2M | 0.05% | −109,516−17.6% | Reduced |
| Morgan Stanley | 475,252 | $25.3M | 0.00% | −54,623−10.3% | Reduced |
| Bank of New York Mellon Corp | 469,449 | $24.9M | 0.00% | −22,542−4.6% | Reduced |
| Raymond James Financial Inc | 341,943 | $18.2M | 0.01% | +341,943 | New |
| Principal Financial Group Inc | 317,254 | $16.9M | 0.01% | +10,915+3.6% | Added |
| Earnest Partners LLC | 304,290 | $16.2M | 0.07% | +4,325+1.4% | Added |
| Fisher Asset Management, LLC | 267,028 | $14.2M | 0.01% | +47,028+21.4% | Added |
| Assenagon Asset Management S.A. | 254,616 | $13.5M | 0.02% | +226,933+819.8% | Added |
| New York State Common Retirement Fund | 250,058 | $13.3M | 0.02% | +7,293+3.0% | Added |
| Nuveen Asset Management, LLC | 232,944 | $12.4M | 0.00% | −260.0% | Reduced |
| Wells Fargo & Company | 229,796 | $12.2M | 0.00% | +2,947+1.3% | Added |
| Clearbridge Investments, LLC | 227,970 | $12.1M | 0.01% | −2,202−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 227,926 | $12.1M | 0.02% | +21,990+10.7% | Added |
| Royal Bank of Canada | 220,815 | $11.7M | 0.00% | +16,176+7.9% | Added |
| Wellington Management Group LLP | 200,932 | $10.7M | 0.00% | −14,827−6.9% | Reduced |
| Envestnet Asset Management Inc | 178,962 | $9.51M | 0.00% | +648+0.4% | Added |
| Rhumbline Advisers | 176,923 | $9.40M | 0.01% | −1,481−0.8% | Reduced |
| Great Lakes Advisors, LLC | 169,563 | $9.01M | 0.08% | +108,968+179.8% | Added |
| Legal & General Group Plc | 165,075 | $8.77M | 0.00% | +1,680+1.0% | Added |
| Renaissance Technologies LLC | 158,926 | $8.44M | 0.01% | −3,029−1.9% | Reduced |
| Public Sector Pension Investment Board | 146,730 | $7.80M | 0.03% | +21,028+16.7% | Added |
| Ameriprise Financial Inc | 139,222 | $7.40M | 0.00% | −15,004−9.7% | Reduced |
| UBS Asset Management Americas Inc | 133,936 | $7.12M | 0.00% | +6,468+5.1% | Added |
| Bridgeway Capital Management, LLC | 130,759 | $6.95M | 0.16% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 125,739 | $6.68M | 0.02% | −1,143−0.9% | Reduced |
| Barclays PLC | 123,166 | $6.54M | 0.00% | +2,769+2.3% | Added |
| Swiss National Bank | 116,540 | $6.19M | 0.00% | −800−0.7% | Reduced |
| Citigroup Inc | 114,621 | $6.09M | 0.01% | +9,389+8.9% | Added |
| First Trust Advisors LP | 114,233 | $6.07M | 0.01% | +18,017+18.7% | Added |
| Crawford Investment Counsel Inc | 114,012 | $6.06M | 0.11% | −3,205−2.7% | Reduced |
| Brandywine Global Investment Management, LLC | 93,949 | $4.99M | 0.04% | −4,114−4.2% | Reduced |
| UBS Group AG | 84,145 | $4.47M | 0.00% | +35,791+74.0% | Added |
| Wedge Capital Management L L P | 67,601 | $3.59M | 0.06% | −506−0.7% | Reduced |
| Great West Life Assurance Co | 65,676 | $3.49M | 0.01% | −1,777−2.6% | Reduced |
| Prudential Financial Inc | 59,831 | $3.18M | 0.00% | −28,850−32.5% | Reduced |
| Aristotle Capital Boston, LLC | 59,543 | $3.16M | 0.12% | −3,941−6.2% | Reduced |
| Bryn Mawr Trust Co | 59,136 | $3.14M | 0.06% | +1,578+2.7% | Added |
| SEI Investments Co | 56,359 | $2.99M | 0.00% | +20,784+58.4% | Added |
| California State Teachers Retirement System | 55,422 | $2.94M | 0.00% | −1,353−2.4% | Reduced |
| Comerica Bank | 53,964 | $2.87M | 0.01% | +7,530+16.2% | Added |
| Price T Rowe Associates Inc | 51,867 | $2.76M | 0.00% | −26,284−33.6% | Reduced |
| Hantz Financial Services, Inc. | 51,788 | $2.75M | 0.05% | −3,187−5.8% | Reduced |
| Deutsche Bank AG | 51,747 | $2.75M | 0.00% | +17,165+49.6% | Added |
| Rafferty Asset Management, LLC | 51,681 | $2.75M | 0.01% | −3,098−5.7% | Reduced |
| Thrivent Financial for Lutherans | 48,173 | $2.56M | 0.00% | −3,449−6.7% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.33M | 0.64% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 41,531 | $2.21M | 0.01% | +8,883+27.2% | Added |
| Voloridge Investment Management, LLC | 40,308 | $2.14M | 0.01% | +1,607+4.2% | Added |
| State of New Jersey Common Pension Fund D | 36,507 | $1.94M | 0.01% | −3,199−8.1% | Reduced |
| MetLife Investment Management | 35,647 | $1.89M | 0.01% | +2,503+7.6% | Added |
| Corbyn Investment Management Inc | 33,735 | $1.79M | 0.64% | −916−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 33,659 | $1.79M | 0.00% | +1,276+3.9% | Added |
| State of Alaska, Department of Revenue | 33,480 | $1.78M | 0.02% | −343−1.0% | Reduced |
| Voya Investment Management LLC | 32,949 | $1.75M | 0.00% | −5,606−14.5% | Reduced |
| Susquehanna International Group, LLP | 32,740 | $1.74M | 0.00% | −1,501−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 32,158 | $1.71M | 0.02% | −1,852−5.4% | Reduced |
| Engineers Gate Manager LP | 32,124 | $1.71M | 0.03% | +12,843+66.6% | Added |
| Avantax Advisory Services, Inc. | 31,725 | $1.69M | 0.01% | +493+1.6% | Added |
| Corebridge Financial, Inc. | 31,476 | $1.67M | 0.01% | −2,473−7.3% | Reduced |
| Ensign Peak Advisors, Inc | 28,607 | $1.52M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,500 | $1.51M | 0.03% | −200−0.7% | Reduced |
| Janus Henderson Group PLC | 28,121 | $1.49M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 26,600 | $1.41M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,282 | $1.40M | 0.01% | −2,373−8.3% | Reduced |
| Intech Investment Management LLC | 25,945 | $1.38M | 0.01% | +10,723+70.4% | Added |
| State of Tennessee, Treasury Department | 25,536 | $1.36M | 0.00% | +9,663+60.9% | Added |
| New York State Teachers Retirement System | 24,640 | $1.31M | 0.00% | −100−0.4% | Reduced |
| HSBC Holdings PLC | 24,153 | $1.28M | 0.00% | +16,671+222.8% | Added |
| The PNC Financial Services Group, Inc. | 22,468 | $1.19M | 0.00% | −469−2.0% | Reduced |
| Yousif Capital Management, LLC | 22,343 | $1.19M | 0.01% | −580−2.5% | Reduced |
| Millennium Management LLC | 22,009 | $1.17M | 0.00% | −40,241−64.6% | Reduced |
| Victory Capital Management Inc | 21,331 | $1.13M | 0.00% | −15,442−42.0% | Reduced |
| Salzhauer Michael | 21,309 | $1.13M | 0.58% | 00.0% | Unchanged |
| LPL Financial LLC | 21,060 | $1.12M | 0.00% | +257+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 20,957 | $1.11M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,863 | $1.06M | 0.02% | −152−0.8% | Reduced |