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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 19,609 | $1.04M | 0.00% | −126−0.6% | Reduced |
| Graham Capital Management, L.P. | 19,448 | $1.03M | 0.03% | +19,448 | New |
| Modera Wealth Management, LLC | 18,259 | $970.1K | 0.01% | −14,382−44.1% | Reduced |
| Stifel Financial Corp | 17,880 | $950.0K | 0.00% | +546+3.1% | Added |
| ProShare Advisors LLC | 17,816 | $946.6K | 0.00% | −6,864−27.8% | Reduced |
| State Board of Administration of Florida Retirement System | 17,430 | $926.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,301 | $919.2K | 0.00% | −96,853−84.8% | Reduced |
| Amalgamated Bank | 17,239 | $916.0K | 0.01% | −178−1.0% | Reduced |
| Arizona State Retirement System | 17,181 | $912.8K | 0.01% | −123−0.7% | Reduced |
| Keeley-Teton Advisors, LLC | 16,099 | $855.3K | 0.10% | −14,543−47.5% | Reduced |
| Lountzis Asset Management, LLC | 15,071 | $800.7K | 0.34% | −1,929−11.3% | Reduced |
| Inceptionr LLC | 14,404 | $765.3K | 0.17% | +14,404 | New |
| Teacher Retirement System of Texas | 14,167 | $753.0K | 0.00% | −308−2.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 14,085 | $748.3K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,000 | $743.8K | 0.06% | −11,000−44.0% | Reduced |
| Oregon Public Employees Retirement Fund | 13,903 | $738.7K | 0.01% | −100−0.7% | Reduced |
| Natixis Advisors, L.P. | 13,884 | $738.0K | 0.00% | +3,064+28.3% | Added |
| Handelsbanken Fonder AB | 13,705 | $728.0K | 0.00% | +1,400+11.4% | Added |
| Sanctuary Advisors, LLC | 12,849 | $714.4K | 0.00% | −30−0.2% | Reduced |
| Diversified Trust Co | 12,808 | $680.5K | 0.02% | +10.0% | Added |
| Commonwealth Equity Services, LLC | 12,803 | $680.0K | 0.00% | −537−4.0% | Reduced |
| KLP Kapitalforvaltning AS | 12,630 | $671.0K | 0.00% | +12,630 | New |
| Police & Firemen's Retirement System of New Jersey | 12,625 | $670.8K | 0.01% | +12,625 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,574 | $668.1K | 0.00% | −95−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 12,557 | $667.2K | 0.00% | −11,369−47.5% | Reduced |
| Marshall Financial Group Inc | 12,075 | $641.5K | 0.20% | 00.0% | Unchanged |
| Univest Financial Corp | 11,886 | $631.5K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,384 | $604.8K | 0.01% | +22+0.2% | Added |
| Henshaw Capital LLC | 11,097 | $589.6K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,957 | $583.9K | 0.01% | +275+2.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $567.0K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 10,647 | $565.7K | 0.13% | +1,182+12.5% | Added |
| First Hawaiian Bank | 10,480 | $556.8K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 10,471 | $556.3K | 0.00% | +10,471 | New |
| Glenmede Trust Co NA | 10,264 | $545.3K | 0.00% | +979+10.5% | Added |
| Haverford Trust Co | 9,557 | $507.8K | 0.01% | −1,350−12.4% | Reduced |
| Russell Investments Group, Ltd. | 9,503 | $504.9K | 0.00% | +56+0.6% | Added |
| Ironwood Investment Management LLC | 9,270 | $492.5K | 0.25% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,922 | $474.0K | 0.01% | +7+0.1% | Added |
| Royce & Associates LP | 8,732 | $463.9K | 0.00% | −69,436−88.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,596 | $457.0K | 0.00% | −10−0.1% | Reduced |
| Profund Advisors LLC | 8,347 | $443.5K | 0.02% | +2,588+44.9% | Added |
| Two Sigma Securities, LLC | 8,111 | $430.9K | 0.08% | −429−5.0% | Reduced |
| FineMark National Bank & Trust | 7,932 | $421.4K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,652 | $406.5K | 0.03% | −5−0.1% | Reduced |
| Pictet Asset Management Holding SA | 7,378 | $392.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,959 | $369.7K | 0.00% | +720+11.5% | Added |
| Lido Advisors, LLC | 6,389 | $339.4K | 0.00% | +1,662+35.2% | Added |
| STRS Ohio | 6,300 | $334.7K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,214 | $330.0K | 0.00% | −206−3.2% | Reduced |
| Westover Capital Advisors, LLC | 6,185 | $328.6K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,103 | $324.0K | 0.00% | +5+0.1% | Added |
| Ameritas Investment Partners, Inc. | 6,027 | $320.2K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,659 | $300.7K | 0.00% | −387−6.4% | Reduced |
| CIBC World Markets Corp | 5,533 | $294.0K | 0.00% | +5,533 | New |
| State of Wisconsin Investment Board | 5,491 | $291.7K | 0.00% | +171+3.2% | Added |
| Los Angeles Capital Management LLC | 5,231 | $277.9K | 0.00% | −8,329−61.4% | Reduced |
| Mutual Advisors, LLC | 5,090 | $272.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,107 | $271.3K | 0.00% | +5,107 | New |
| Allegheny Financial Group LTD | 5,068 | $269.3K | 0.07% | +12+0.2% | Added |
| Truist Financial Corp | 5,056 | $268.6K | 0.00% | −100−1.9% | Reduced |
| North Star Asset Management Inc | 4,828 | $256.5K | 0.01% | −553−10.3% | Reduced |
| HighTower Advisors, LLC | 4,762 | $253.0K | 0.00% | +290+6.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,558 | $242.0K | 0.00% | +36+0.8% | Added |
| FMR LLC | 4,538 | $241.1K | 0.00% | +255+6.0% | Added |
| Jacobi Capital Management LLC | 4,500 | $239.1K | 0.02% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,492 | $238.7K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 4,457 | $236.8K | 0.00% | +215+5.1% | Added |
| Colony Group, LLC | 4,435 | $235.6K | 0.00% | +25+0.6% | Added |
| Mercer Global Advisors Inc | 4,370 | $232.2K | 0.00% | +4,370 | New |
| XTX Topco Ltd | 4,282 | $227.5K | 0.02% | +4,282 | New |
| Xponance, Inc. | 4,230 | $224.7K | 0.00% | +4,230 | New |
| Sageworth Trust Co | 4,181 | $222.1K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 4,101 | $217.9K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,077 | $216.6K | 0.00% | +108+2.7% | Added |
| Kestra Advisory Services, LLC | 4,062 | $215.8K | 0.00% | +4,062 | New |
| Lansing Street Advisors | 4,056 | $215.5K | 0.08% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 4,016 | $213.4K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,904 | $207.0K | 0.00% | +3,904 | New |
| Smartleaf Asset Management LLC | 3,304 | $175.9K | 0.02% | +804+32.2% | Added |
| Advisor Group Holdings, Inc. | 3,302 | $175.4K | 0.00% | +71+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,213 | $170.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $160.4K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,960 | $157.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,918 | $155.0K | 0.00% | −4,802−62.2% | Reduced |
| KBC Group NV | 2,885 | $153.0K | 0.00% | +1,172+68.4% | Added |
| US Bancorp | 2,813 | $149.5K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,796 | $148.6K | 0.01% | +2,796 | New |
| Sterling Capital Management LLC | 1,863 | $99.0K | 0.00% | +1,657+804.4% | Added |
| Hamilton Capital Partners Inc. | 1,707 | $90.7K | 0.01% | −807−32.1% | Reduced |
| Quest Partners LLC | 1,580 | $83.9K | 0.01% | +1,580 | New |
| POM Investment Strategies, LLC | 1,506 | $80.0K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,488 | $79.1K | 0.01% | +37+2.5% | Added |
| South State Corp. | 1,000 | $53.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 980 | $52.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 950 | $50.5K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 750 | $39.8K | 0.01% | +750 | New |
| Global Retirement Partners, LLC | 741 | $39.4K | 0.00% | +16+2.2% | Added |
| Public Employees Retirement System of Ohio | 726 | $38.6K | 0.00% | +12+1.7% | Added |
| Crowley Wealth Management, Inc. | 600 | $31.9K | 0.03% | +600 | New |