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 |
|---|---|---|---|---|---|
| Citigroup Inc | 114,621 | $6.09M | 0.01% | +9,389+8.9% | Added |
| Swiss National Bank | 116,540 | $6.19M | 0.00% | −800−0.7% | Reduced |
| Barclays PLC | 123,166 | $6.54M | 0.00% | +2,769+2.3% | Added |
| Lord, Abbett & Co. LLC | 125,739 | $6.68M | 0.02% | −1,143−0.9% | Reduced |
| Bridgeway Capital Management, LLC | 130,759 | $6.95M | 0.16% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 133,936 | $7.12M | 0.00% | +6,468+5.1% | Added |
| Ameriprise Financial Inc | 139,222 | $7.40M | 0.00% | −15,004−9.7% | Reduced |
| Public Sector Pension Investment Board | 146,730 | $7.80M | 0.03% | +21,028+16.7% | Added |
| Renaissance Technologies LLC | 158,926 | $8.44M | 0.01% | −3,029−1.9% | Reduced |
| Legal & General Group Plc | 165,075 | $8.77M | 0.00% | +1,680+1.0% | Added |
| Great Lakes Advisors, LLC | 169,563 | $9.01M | 0.08% | +108,968+179.8% | Added |
| Rhumbline Advisers | 176,923 | $9.40M | 0.01% | −1,481−0.8% | Reduced |
| Envestnet Asset Management Inc | 178,962 | $9.51M | 0.00% | +648+0.4% | Added |
| Wellington Management Group LLP | 200,932 | $10.7M | 0.00% | −14,827−6.9% | Reduced |
| Royal Bank of Canada | 220,815 | $11.7M | 0.00% | +16,176+7.9% | Added |
| Allspring Global Investments Holdings, LLC | 227,926 | $12.1M | 0.02% | +21,990+10.7% | Added |
| Clearbridge Investments, LLC | 227,970 | $12.1M | 0.01% | −2,202−1.0% | Reduced |
| Wells Fargo & Company | 229,796 | $12.2M | 0.00% | +2,947+1.3% | Added |
| Nuveen Asset Management, LLC | 232,944 | $12.4M | 0.00% | −260.0% | Reduced |
| New York State Common Retirement Fund | 250,058 | $13.3M | 0.02% | +7,293+3.0% | Added |
| Assenagon Asset Management S.A. | 254,616 | $13.5M | 0.02% | +226,933+819.8% | Added |
| Fisher Asset Management, LLC | 267,028 | $14.2M | 0.01% | +47,028+21.4% | Added |
| Earnest Partners LLC | 304,290 | $16.2M | 0.07% | +4,325+1.4% | Added |
| Principal Financial Group Inc | 317,254 | $16.9M | 0.01% | +10,915+3.6% | Added |
| Raymond James Financial Inc | 341,943 | $18.2M | 0.01% | +341,943 | New |
| Bank of New York Mellon Corp | 469,449 | $24.9M | 0.00% | −22,542−4.6% | Reduced |
| Morgan Stanley | 475,252 | $25.3M | 0.00% | −54,623−10.3% | Reduced |
| Standard Life Aberdeen plc | 511,292 | $27.2M | 0.05% | −109,516−17.6% | Reduced |
| Goldman Sachs Group Inc | 540,366 | $28.7M | 0.01% | +70,648+15.0% | Added |
| Manufacturers Life Insurance Company, The | 592,736 | $31.5M | 0.03% | −7,612−1.3% | Reduced |
| Norges Bank | 616,887 | $32.8M | 0.00% | +123,293+25.0% | Added |
| Frontier Capital Management Co LLC | 718,978 | $38.2M | 0.36% | +48,822+7.3% | Added |
| Charles Schwab Investment Management Inc | 740,584 | $39.3M | 0.01% | +19,650+2.7% | Added |
| Palisade Capital Management LLC | 772,699 | $41.1M | 1.10% | +9,830+1.3% | Added |
| Cooke & Bieler LP | 782,767 | $41.6M | 0.40% | +11,414+1.5% | Added |
| Pzena Investment Management LLC | 790,584 | $42.0M | 0.14% | −25,886−3.2% | Reduced |
| Alliancebernstein L.P. | 790,688 | $42.0M | 0.01% | −7,666−1.0% | Reduced |
| Northern Trust Corp | 809,334 | $43.0M | 0.01% | +9,542+1.2% | Added |
| Brown Advisory Inc | 827,034 | $43.9M | 0.06% | −18,825−2.2% | Reduced |
| American Century Companies Inc | 904,279 | $48.0M | 0.03% | −4,149−0.5% | Reduced |
| Invesco Ltd. | 954,195 | $50.7M | 0.01% | −6,372−0.7% | Reduced |
| Bank of America Corp | 966,853 | $51.4M | 0.00% | −37,341−3.7% | Reduced |
| Champlain Investment Partners, LLC | 1,234,834 | $65.6M | 0.42% | −65,164−5.0% | Reduced |
| Geode Capital Management, LLC | 1,407,117 | $74.8M | 0.01% | −15,499−1.1% | Reduced |
| JPMorgan Chase & Co | 1,687,824 | $89.7M | 0.01% | +1,276,078+309.9% | Added |
| Macquarie Group Ltd | 1,688,796 | $89.7M | 0.11% | −5,337−0.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,313,175 | $122.9M | 0.08% | +19,895+0.9% | Added |
| Franklin Resources Inc | 2,545,695 | $135.3M | 0.04% | −236,403−8.5% | Reduced |
| State Street Corp | 3,314,111 | $176.1M | 0.01% | +283,739+9.4% | Added |
| Dimensional Fund Advisors LP | 3,902,510 | $207.3M | 0.05% | −1,5070.0% | Reduced |
| Vanguard Group Inc | 7,001,023 | $372.0M | 0.01% | −18,659−0.3% | Reduced |
| BlackRock, Inc. | 8,698,419 | $462.1M | 0.01% | +26,343+0.3% | Added |
| Jennison Associates LLC | 0 | $0 | 0.00% | −359,212−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −150,091−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −44,914−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,614−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −31,833−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,754−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,278−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,525−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,649−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,006−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −7,745−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −7,185−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,830−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,789−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,722−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,442−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,358−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |