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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.

Institutional holdersQ4 2024: 252 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ4 2024: $2.86B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2024.

Institutions holding WSFS in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC572$30.4K0.00%+550+2,500.0%Added
Principal Securities, Inc.529$28.1K0.00%+26+5.2%Added
Nomura Asset Management Co Ltd470$25.0K0.00%00.0%Unchanged
CWM, LLC406$22.0K0.00%+29+7.7%Added
Clearstead Advisors, LLC349$18.5K0.00%00.0%Unchanged
Versant Capital Management, Inc280$14.9K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.269$14.0K0.00%+37+15.9%Added
Parallel Advisors, LLC251$13.3K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.204$10.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust197$10.5K0.00%+53+36.8%Added
Steward Partners Investment Advisory, LLC171$9.09K0.00%+30+21.3%Added
Fifth Third Bancorp168$8.93K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd164$8.71K0.00%+164New
EverSource Wealth Advisors, LLC160$8.50K0.00%−167−51.1%Reduced
First Horizon Advisors, Inc.152$8.07K0.00%00.0%Unchanged
Umb Bank N A150$7.97K0.00%00.0%Unchanged
Proequities, Inc.117$6.28K0.00%−80−40.6%Reduced
Private Wealth Management Group, LLC115$6.11K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC108$5.72K0.00%+1+0.9%Added
Caitong International Asset Management Co., Ltd101$5.37K0.01%+101New
Danske Bank A/S100$5.31K0.00%−600−85.7%Reduced
Hemington Wealth Management97$5.00K0.00%+12+14.1%Added
Huntington National Bank94$4.99K0.00%+85+944.4%Added
Quadrant Capital Group LLC90$4.78K0.00%00.0%Unchanged
Private Trust Co NA90$4.78K0.00%00.0%Unchanged
Lindbrook Capital, LLC78$4.14K0.00%00.0%Unchanged
Jones Financial Companies LLLP75$3.98K0.00%00.0%Unchanged
Rothschild Investment LLC60$3.19K0.00%00.0%Unchanged
Truvestments Capital LLC58$3.08K0.00%00.0%Unchanged
WPG Advisers, LLC58$3.08K0.00%+58New
Harbour Investments, Inc.51$2.71K0.00%−12−19.0%Reduced
MAI Capital Management50$2.66K0.00%+50New
Farmers & Merchants Investments Inc43$2.29K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC40$2.13K0.00%00.0%Unchanged
Eagle Bay Advisors LLC38$2.02K0.00%−1−2.6%Reduced
Massmutual Trust Co FSB33$1.75K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$1.12K0.00%00.0%Unchanged
Riverview Trust Co21$1.12K0.00%+21New
New Wave Wealth Advisors LLC19$1.01K0.00%+19New
Covestor Ltd18$1.00K0.00%+10+125.0%Added
Hexagon Capital Partners LLC17$9030.00%+17New
Assetmark, Inc16$8500.00%+16New
DiNuzzo Private Wealth, Inc.12$6380.00%00.0%Unchanged
SJS Investment Consulting Inc.11$5850.00%−2−15.4%Reduced
Skopos Labs, Inc.9$4790.00%+9New
Larson Financial Group LLC9$4780.00%00.0%Unchanged
Continuum Advisory, LLC8$4250.00%00.0%Unchanged
IFP Advisors, Inc0$4250.00%0New
Global Financial Private Client, LLC4$2130.00%+4New
Parkworth Wealth Management, Inc.2$1060.00%+2New
Manchester Capital Management LLC1$540.00%00.0%Unchanged
TFC Financial Management1$540.00%00.0%Unchanged
Jennison Associates LLC0$00.00%−359,212−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−150,091−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−44,914−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−32,614−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−31,833−100.0%Sold out
HRT Financial LP0$00.00%−22,754−100.0%Sold out
Weiss Asset Management LP0$00.00%−18,278−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−15,525−100.0%Sold out
Lokken Investment Group LLC0$00.00%−11,989−100.0%Sold out
Versor Investments LP0$00.00%−9,100−100.0%Sold out
Centiva Capital, LP0$00.00%−8,649−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−8,006−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−7,745−100.0%Sold out
Everence Capital Management Inc0$00.00%−7,320−100.0%Sold out
Paloma Partners Management Co0$00.00%−7,185−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−6,830−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−6,789−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−6,722−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−6,470−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−5,442−100.0%Sold out
Cerity Partners LLC0$00.00%−5,358−100.0%Sold out
Keybank National Association0$00.00%−4,897−100.0%Sold out
LMR Partners LLP0$00.00%−4,645−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,615−100.0%Sold out
Ascent Group, LLC0$00.00%−4,270−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−4,170−100.0%Sold out
SG Americas Securities, LLC0$00.00%−2,488−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−2,400−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−918−100.0%Sold out
Quarry LP0$00.00%−184−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−85−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−63−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−42−100.0%Sold out
Baldwin Brothers Inc0$00.00%−30−100.0%Sold out
Thurston, Springer, Miller, Herd & Titak, Inc.0$00.00%−18−100.0%Sold out
Claris Advisors, LLC0$00.00%−4−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−4−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−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