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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 6,103 | $324.0K | 0.00% | +5+0.1% | Added |
| Westover Capital Advisors, LLC | 6,185 | $328.6K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,214 | $330.0K | 0.00% | −206−3.2% | Reduced |
| STRS Ohio | 6,300 | $334.7K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,389 | $339.4K | 0.00% | +1,662+35.2% | Added |
| Bank of Montreal | 6,959 | $369.7K | 0.00% | +720+11.5% | Added |
| Pictet Asset Management Holding SA | 7,378 | $392.0K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,652 | $406.5K | 0.03% | −5−0.1% | Reduced |
| FineMark National Bank & Trust | 7,932 | $421.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,111 | $430.9K | 0.08% | −429−5.0% | Reduced |
| Profund Advisors LLC | 8,347 | $443.5K | 0.02% | +2,588+44.9% | Added |
| Public Employees Retirement Association of Colorado | 8,596 | $457.0K | 0.00% | −10−0.1% | Reduced |
| Royce & Associates LP | 8,732 | $463.9K | 0.00% | −69,436−88.8% | Reduced |
| Mutual of America Capital Management LLC | 8,922 | $474.0K | 0.01% | +7+0.1% | Added |
| Ironwood Investment Management LLC | 9,270 | $492.5K | 0.25% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 9,503 | $504.9K | 0.00% | +56+0.6% | Added |
| Haverford Trust Co | 9,557 | $507.8K | 0.01% | −1,350−12.4% | Reduced |
| Glenmede Trust Co NA | 10,264 | $545.3K | 0.00% | +979+10.5% | Added |
| Holocene Advisors, LP | 10,471 | $556.3K | 0.00% | +10,471 | New |
| First Hawaiian Bank | 10,480 | $556.8K | 0.02% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 10,647 | $565.7K | 0.13% | +1,182+12.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $567.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,957 | $583.9K | 0.01% | +275+2.6% | Added |
| Henshaw Capital LLC | 11,097 | $589.6K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,384 | $604.8K | 0.01% | +22+0.2% | Added |
| Univest Financial Corp | 11,886 | $631.5K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $641.5K | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,557 | $667.2K | 0.00% | −11,369−47.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,574 | $668.1K | 0.00% | −95−0.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,625 | $670.8K | 0.01% | +12,625 | New |
| KLP Kapitalforvaltning AS | 12,630 | $671.0K | 0.00% | +12,630 | New |
| Commonwealth Equity Services, LLC | 12,803 | $680.0K | 0.00% | −537−4.0% | Reduced |
| Diversified Trust Co | 12,808 | $680.5K | 0.02% | +10.0% | Added |
| Sanctuary Advisors, LLC | 12,849 | $714.4K | 0.00% | −30−0.2% | Reduced |
| Handelsbanken Fonder AB | 13,705 | $728.0K | 0.00% | +1,400+11.4% | Added |
| Natixis Advisors, L.P. | 13,884 | $738.0K | 0.00% | +3,064+28.3% | Added |
| Oregon Public Employees Retirement Fund | 13,903 | $738.7K | 0.01% | −100−0.7% | Reduced |
| Verdence Capital Advisors LLC | 14,000 | $743.8K | 0.06% | −11,000−44.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 14,085 | $748.3K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,167 | $753.0K | 0.00% | −308−2.1% | Reduced |
| Inceptionr LLC | 14,404 | $765.3K | 0.17% | +14,404 | New |
| Lountzis Asset Management, LLC | 15,071 | $800.7K | 0.34% | −1,929−11.3% | Reduced |
| Keeley-Teton Advisors, LLC | 16,099 | $855.3K | 0.10% | −14,543−47.5% | Reduced |
| Arizona State Retirement System | 17,181 | $912.8K | 0.01% | −123−0.7% | Reduced |
| Amalgamated Bank | 17,239 | $916.0K | 0.01% | −178−1.0% | Reduced |
| Jane Street Group, LLC | 17,301 | $919.2K | 0.00% | −96,853−84.8% | Reduced |
| State Board of Administration of Florida Retirement System | 17,430 | $926.1K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 17,816 | $946.6K | 0.00% | −6,864−27.8% | Reduced |
| Stifel Financial Corp | 17,880 | $950.0K | 0.00% | +546+3.1% | Added |
| Modera Wealth Management, LLC | 18,259 | $970.1K | 0.01% | −14,382−44.1% | Reduced |
| Graham Capital Management, L.P. | 19,448 | $1.03M | 0.03% | +19,448 | New |
| Bessemer Group Inc | 19,609 | $1.04M | 0.00% | −126−0.6% | Reduced |
| Maryland State Retirement & Pension System | 19,863 | $1.06M | 0.02% | −152−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 20,957 | $1.11M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 21,060 | $1.12M | 0.00% | +257+1.2% | Added |
| Salzhauer Michael | 21,309 | $1.13M | 0.58% | 00.0% | Unchanged |
| Victory Capital Management Inc | 21,331 | $1.13M | 0.00% | −15,442−42.0% | Reduced |
| Millennium Management LLC | 22,009 | $1.17M | 0.00% | −40,241−64.6% | Reduced |
| Yousif Capital Management, LLC | 22,343 | $1.19M | 0.01% | −580−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 22,468 | $1.19M | 0.00% | −469−2.0% | Reduced |
| HSBC Holdings PLC | 24,153 | $1.28M | 0.00% | +16,671+222.8% | Added |
| New York State Teachers Retirement System | 24,640 | $1.31M | 0.00% | −100−0.4% | Reduced |
| State of Tennessee, Treasury Department | 25,536 | $1.36M | 0.00% | +9,663+60.9% | Added |
| Intech Investment Management LLC | 25,945 | $1.38M | 0.01% | +10,723+70.4% | Added |
| Private Advisor Group, LLC | 26,282 | $1.40M | 0.01% | −2,373−8.3% | Reduced |
| Canada Pension Plan Investment Board | 26,600 | $1.41M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,121 | $1.49M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,500 | $1.51M | 0.03% | −200−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 28,607 | $1.52M | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 31,476 | $1.67M | 0.01% | −2,473−7.3% | Reduced |
| Avantax Advisory Services, Inc. | 31,725 | $1.69M | 0.01% | +493+1.6% | Added |
| Engineers Gate Manager LP | 32,124 | $1.71M | 0.03% | +12,843+66.6% | Added |
| Illinois Municipal Retirement Fund | 32,158 | $1.71M | 0.02% | −1,852−5.4% | Reduced |
| Susquehanna International Group, LLP | 32,740 | $1.74M | 0.00% | −1,501−4.4% | Reduced |
| Voya Investment Management LLC | 32,949 | $1.75M | 0.00% | −5,606−14.5% | Reduced |
| State of Alaska, Department of Revenue | 33,480 | $1.78M | 0.02% | −343−1.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 33,659 | $1.79M | 0.00% | +1,276+3.9% | Added |
| Corbyn Investment Management Inc | 33,735 | $1.79M | 0.64% | −916−2.6% | Reduced |
| MetLife Investment Management | 35,647 | $1.89M | 0.01% | +2,503+7.6% | Added |
| State of New Jersey Common Pension Fund D | 36,507 | $1.94M | 0.01% | −3,199−8.1% | Reduced |
| Voloridge Investment Management, LLC | 40,308 | $2.14M | 0.01% | +1,607+4.2% | Added |
| Pathstone Holdings, LLC | 41,531 | $2.21M | 0.01% | +8,883+27.2% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $2.33M | 0.64% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 48,173 | $2.56M | 0.00% | −3,449−6.7% | Reduced |
| Rafferty Asset Management, LLC | 51,681 | $2.75M | 0.01% | −3,098−5.7% | Reduced |
| Deutsche Bank AG | 51,747 | $2.75M | 0.00% | +17,165+49.6% | Added |
| Hantz Financial Services, Inc. | 51,788 | $2.75M | 0.05% | −3,187−5.8% | Reduced |
| Price T Rowe Associates Inc | 51,867 | $2.76M | 0.00% | −26,284−33.6% | Reduced |
| Comerica Bank | 53,964 | $2.87M | 0.01% | +7,530+16.2% | Added |
| California State Teachers Retirement System | 55,422 | $2.94M | 0.00% | −1,353−2.4% | Reduced |
| SEI Investments Co | 56,359 | $2.99M | 0.00% | +20,784+58.4% | Added |
| Bryn Mawr Trust Co | 59,136 | $3.14M | 0.06% | +1,578+2.7% | Added |
| Aristotle Capital Boston, LLC | 59,543 | $3.16M | 0.12% | −3,941−6.2% | Reduced |
| Prudential Financial Inc | 59,831 | $3.18M | 0.00% | −28,850−32.5% | Reduced |
| Great West Life Assurance Co | 65,676 | $3.49M | 0.01% | −1,777−2.6% | Reduced |
| Wedge Capital Management L L P | 67,601 | $3.59M | 0.06% | −506−0.7% | Reduced |
| UBS Group AG | 84,145 | $4.47M | 0.00% | +35,791+74.0% | Added |
| Brandywine Global Investment Management, LLC | 93,949 | $4.99M | 0.04% | −4,114−4.2% | Reduced |
| Crawford Investment Counsel Inc | 114,012 | $6.06M | 0.11% | −3,205−2.7% | Reduced |
| First Trust Advisors LP | 114,233 | $6.07M | 0.01% | +18,017+18.7% | Added |