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, 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
- 53.8M
- +1.14M (+2.2%) vs. Q3 2024
- Total value
- $2.86B
- +$172.5M (+6.4%) vs. Q3 2024
- New holders
- 29
- 81 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $106 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $213 | 0.00% | +4 | New |
| Continuum Advisory, LLC | 8 | $425 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $425 | 0.00% | 0 | New |
| Larson Financial Group LLC | 9 | $478 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 9 | $479 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 11 | $585 | 0.00% | −2−15.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $638 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $850 | 0.00% | +16 | New |
| Hexagon Capital Partners LLC | 17 | $903 | 0.00% | +17 | New |
| Covestor Ltd | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| New Wave Wealth Advisors LLC | 19 | $1.01K | 0.00% | +19 | New |
| Geneos Wealth Management Inc. | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 21 | $1.12K | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 38 | $2.02K | 0.00% | −1−2.6% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $2.29K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $2.66K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 51 | $2.71K | 0.00% | −12−19.0% | Reduced |
| Truvestments Capital LLC | 58 | $3.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 58 | $3.08K | 0.00% | +58 | New |
| Rothschild Investment LLC | 60 | $3.19K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $3.98K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $4.14K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $4.78K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 94 | $4.99K | 0.00% | +85+944.4% | Added |
| Hemington Wealth Management | 97 | $5.00K | 0.00% | +12+14.1% | Added |
| Danske Bank A/S | 100 | $5.31K | 0.00% | −600−85.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 101 | $5.37K | 0.01% | +101 | New |
| CBIZ Investment Advisory Services, LLC | 108 | $5.72K | 0.00% | +1+0.9% | Added |
| Private Wealth Management Group, LLC | 115 | $6.11K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 117 | $6.28K | 0.00% | −80−40.6% | Reduced |
| Umb Bank N A | 150 | $7.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 152 | $8.07K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 160 | $8.50K | 0.00% | −167−51.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 164 | $8.71K | 0.00% | +164 | New |
| Fifth Third Bancorp | 168 | $8.93K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 171 | $9.09K | 0.00% | +30+21.3% | Added |
| Parkside Financial Bank & Trust | 197 | $10.5K | 0.00% | +53+36.8% | Added |
| SRS Capital Advisors, Inc. | 204 | $10.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 251 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 269 | $14.0K | 0.00% | +37+15.9% | Added |
| Versant Capital Management, Inc | 280 | $14.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 349 | $18.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 406 | $22.0K | 0.00% | +29+7.7% | Added |
| Nomura Asset Management Co Ltd | 470 | $25.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 529 | $28.1K | 0.00% | +26+5.2% | Added |
| Farther Finance Advisors, LLC | 572 | $30.4K | 0.00% | +550+2,500.0% | Added |
| Crowley Wealth Management, Inc. | 600 | $31.9K | 0.03% | +600 | New |
| Public Employees Retirement System of Ohio | 726 | $38.6K | 0.00% | +12+1.7% | Added |
| Global Retirement Partners, LLC | 741 | $39.4K | 0.00% | +16+2.2% | Added |
| VSM Wealth Advisory, LLC | 750 | $39.8K | 0.01% | +750 | New |
| AdvisorNet Financial, Inc | 950 | $50.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $52.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $53.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,488 | $79.1K | 0.01% | +37+2.5% | Added |
| POM Investment Strategies, LLC | 1,506 | $80.0K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 1,580 | $83.9K | 0.01% | +1,580 | New |
| Hamilton Capital Partners Inc. | 1,707 | $90.7K | 0.01% | −807−32.1% | Reduced |
| Sterling Capital Management LLC | 1,863 | $99.0K | 0.00% | +1,657+804.4% | Added |
| New Age Alpha Advisors, LLC | 2,796 | $148.6K | 0.01% | +2,796 | New |
| US Bancorp | 2,813 | $149.5K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,885 | $153.0K | 0.00% | +1,172+68.4% | Added |
| Tower Research Capital LLC (TRC) | 2,918 | $155.0K | 0.00% | −4,802−62.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,960 | $157.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $160.4K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,213 | $170.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,302 | $175.4K | 0.00% | +71+2.2% | Added |
| Smartleaf Asset Management LLC | 3,304 | $175.9K | 0.02% | +804+32.2% | Added |
| Crossmark Global Holdings, Inc. | 3,904 | $207.0K | 0.00% | +3,904 | New |
| Mackenzie Financial Corp | 4,016 | $213.4K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,056 | $215.5K | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,062 | $215.8K | 0.00% | +4,062 | New |
| CIBC Asset Management Inc | 4,077 | $216.6K | 0.00% | +108+2.7% | Added |
| Stephens Inc | 4,101 | $217.9K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 4,181 | $222.1K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 4,230 | $224.7K | 0.00% | +4,230 | New |
| XTX Topco Ltd | 4,282 | $227.5K | 0.02% | +4,282 | New |
| Mercer Global Advisors Inc | 4,370 | $232.2K | 0.00% | +4,370 | New |
| Colony Group, LLC | 4,435 | $235.6K | 0.00% | +25+0.6% | Added |
| Mariner, LLC | 4,457 | $236.8K | 0.00% | +215+5.1% | Added |
| Affinity Wealth Management LLC | 4,492 | $238.7K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,500 | $239.1K | 0.02% | 00.0% | Unchanged |
| FMR LLC | 4,538 | $241.1K | 0.00% | +255+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,558 | $242.0K | 0.00% | +36+0.8% | Added |
| HighTower Advisors, LLC | 4,762 | $253.0K | 0.00% | +290+6.5% | Added |
| North Star Asset Management Inc | 4,828 | $256.5K | 0.01% | −553−10.3% | Reduced |
| Truist Financial Corp | 5,056 | $268.6K | 0.00% | −100−1.9% | Reduced |
| Allegheny Financial Group LTD | 5,068 | $269.3K | 0.07% | +12+0.2% | Added |
| AQR Capital Management LLC | 5,107 | $271.3K | 0.00% | +5,107 | New |
| Mutual Advisors, LLC | 5,090 | $272.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,231 | $277.9K | 0.00% | −8,329−61.4% | Reduced |
| State of Wisconsin Investment Board | 5,491 | $291.7K | 0.00% | +171+3.2% | Added |
| CIBC World Markets Corp | 5,533 | $294.0K | 0.00% | +5,533 | New |
| Forum Financial Management, LP | 5,659 | $300.7K | 0.00% | −387−6.4% | Reduced |
| Ameritas Investment Partners, Inc. | 6,027 | $320.2K | 0.01% | 00.0% | Unchanged |