WSFS Financial Corp

WSFS

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000828944

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding WSFS Financial Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of WSFS: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	265	4	252	−9
Shares	53.0M	340.4K	53.8M	+1.14M (+2.2%)
Value	$2.71B	$18.6M	$2.86B	+$172.5M (+6.4%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held WSFS Financial Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to WSFS in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	341,943	$18.2M	0.01%
Graham Capital Management, L.P.	19,448	$1.03M	0.03%
Inceptionr LLC	14,404	$765.3K	0.17%
KLP Kapitalforvaltning AS	12,630	$671.0K	0.00%
Police & Firemen's Retirement System of New Jersey	12,625	$670.8K	0.01%
Holocene Advisors, LP	10,471	$556.3K	0.00%
CIBC World Markets Corp	5,533	$294.0K	0.00%
AQR Capital Management LLC	5,107	$271.3K	0.00%
Mercer Global Advisors Inc	4,370	$232.2K	0.00%
XTX Topco Ltd	4,282	$227.5K	0.02%
Xponance, Inc.	4,230	$224.7K	0.00%
Kestra Advisory Services, LLC	4,062	$215.8K	0.00%
Crossmark Global Holdings, Inc.	3,904	$207.0K	0.00%
New Age Alpha Advisors, LLC	2,796	$148.6K	0.01%
Quest Partners LLC	1,580	$83.9K	0.01%
VSM Wealth Advisory, LLC	750	$39.8K	0.01%
Crowley Wealth Management, Inc.	600	$31.9K	0.03%
Aster Capital Management (DIFC) Ltd	164	$8.71K	0.00%
Caitong International Asset Management Co., Ltd	101	$5.37K	0.01%
WPG Advisers, LLC	58	$3.08K	0.00%
MAI Capital Management	50	$2.66K	0.00%
Riverview Trust Co	21	$1.12K	0.00%
New Wave Wealth Advisors LLC	19	$1.01K	0.00%
Hexagon Capital Partners LLC	17	$903	0.00%
Assetmark, Inc	16	$850	0.00%
Skopos Labs, Inc.	9	$479	0.00%
IFP Advisors, Inc	0	$425	0.00%
Global Financial Private Client, LLC	4	$213	0.00%
Parkworth Wealth Management, Inc.	2	$106	0.00%

Sold out (38)

Institutions that held WSFS Financial Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WSFS in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Jennison Associates LLC	359,212	$18.3M
Loomis Sayles & Co L P	150,091	$7.65M
Edgestream Partners, L.P.	44,914	$2.29M
Qube Research & Technologies Ltd	32,614	$1.66M
Jackson Creek Investment Advisors LLC	31,833	$1.62M
HRT Financial LP	22,754	$1.16M
Weiss Asset Management LP	18,278	$932.0K
Dynamic Technology Lab Private Ltd	15,525	$792.0K
Lokken Investment Group LLC	11,989	$611.3K
Versor Investments LP	9,100	$464.0K
Centiva Capital, LP	8,649	$441.0K
Brevan Howard Capital Management LP	8,006	$408.2K
Cubist Systematic Strategies, LLC	7,745	$394.9K
Everence Capital Management Inc	7,320	$373.0K
Paloma Partners Management Co	7,185	$366.4K
Sherbrooke Park Advisers LLC	6,830	$348.3K
Occudo Quantitative Strategies LP	6,789	$346.2K
Campbell & CO Investment Adviser LLC	6,722	$342.8K
AlphaMark Advisors, LLC	6,470	$330.0K
Point72 Asia (Singapore) Pte. Ltd.	5,442	$277.5K
Cerity Partners LLC	5,358	$273.2K
Keybank National Association	4,897	$249.7K
LMR Partners LLP	4,645	$236.8K
Y-Intercept (Hong Kong) Ltd	4,615	$235.3K
Ascent Group, LLC	4,270	$217.7K
Point72 (DIFC) Ltd	4,170	$212.6K
SG Americas Securities, LLC	2,488	$127.0K
Catalyst Funds Management Pty Ltd	2,400	$122.4K
International Assets Investment Management, LLC	918	$18.0K
Quarry LP	184	$9.38K
CIBC Private Wealth Group, LLC	85	$4.33K
Capital Performance Advisors LLP	63	$3.21K
Ronald Blue Trust, Inc.	42	$1.97K
Baldwin Brothers Inc	30	$1.53K
Thurston, Springer, Miller, Herd & Titak, Inc.	18	$917
Claris Advisors, LLC	4	$204
Mendota Financial Group, LLC	4	$204
McClarren Financial Advisors, Inc.	50	–

Not filed for Q4 2024 yet (4)

Institutions that held WSFS Financial Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSFS in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Eagle Asset Management Inc	255,452	$14.3M
Raymond James & Associates	84,878	$4.33M
First Personal Financial Services	77	$3.93K
ClariVest Asset Management LLC	36	$1.69K