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 $3.64B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in WSFS Financial Corp as of Mar 31, 2025. 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
- 264
- +14 vs. Q4 2024
- Shares held
- 53.3M
- −320.7K (−0.6%) vs. Q4 2024
- Total value
- $2.77B
- −$84.3M (−3.0%) vs. Q4 2024
- New holders
- 33
- 82 more added
- Sold out
- 19
- 95 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,546,102 | $443.3M | 0.01% | −152,317−1.8% | Reduced |
| Vanguard Group Inc | 6,630,107 | $343.9M | 0.01% | −370,916−5.3% | Reduced |
| Dimensional Fund Advisors LP | 3,788,407 | $196.5M | 0.05% | −114,103−2.9% | Reduced |
| State Street Corp | 3,106,738 | $161.1M | 0.01% | −207,373−6.3% | Reduced |
| Franklin Resources Inc | 2,583,825 | $134.0M | 0.04% | +38,130+1.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,320,766 | $120.4M | 0.08% | +7,591+0.3% | Added |
| Macquarie Group Ltd | 1,915,984 | $99.4M | 0.12% | +227,188+13.5% | Added |
| JPMorgan Chase & Co | 1,585,474 | $82.2M | 0.01% | −102,350−6.1% | Reduced |
| Geode Capital Management, LLC | 1,434,781 | $74.4M | 0.01% | +27,664+2.0% | Added |
| Champlain Investment Partners, LLC | 1,215,921 | $63.1M | 0.46% | −18,913−1.5% | Reduced |
| Bank of America Corp | 996,176 | $51.7M | 0.00% | +29,323+3.0% | Added |
| Invesco Ltd. | 969,476 | $50.3M | 0.01% | +15,281+1.6% | Added |
| Cooke & Bieler LP | 892,286 | $46.3M | 0.46% | +109,519+14.0% | Added |
| American Century Companies Inc | 851,215 | $44.2M | 0.03% | −53,064−5.9% | Reduced |
| Brown Advisory Inc | 807,802 | $41.9M | 0.06% | −19,232−2.3% | Reduced |
| Pzena Investment Management LLC | 787,809 | $40.9M | 0.14% | −2,775−0.4% | Reduced |
| Northern Trust Corp | 779,920 | $40.5M | 0.01% | −29,414−3.6% | Reduced |
| Frontier Capital Management Co LLC | 758,599 | $39.3M | 0.43% | +39,621+5.5% | Added |
| Charles Schwab Investment Management Inc | 748,085 | $38.8M | 0.01% | +7,501+1.0% | Added |
| Palisade Capital Management LLC | 748,002 | $38.8M | 1.11% | −24,697−3.2% | Reduced |
| Alliancebernstein L.P. | 704,315 | $36.5M | 0.01% | −86,373−10.9% | Reduced |
| Norges Bank | 670,177 | $34.8M | 0.00% | +53,290+8.6% | Added |
| Manufacturers Life Insurance Company, The | 597,649 | $31.0M | 0.03% | +4,913+0.8% | Added |
| Standard Life Aberdeen plc | 524,841 | $27.2M | 0.05% | +13,549+2.6% | Added |
| Bank of New York Mellon Corp | 451,218 | $23.4M | 0.00% | −18,231−3.9% | Reduced |
| Morgan Stanley | 419,270 | $21.7M | 0.00% | −55,982−11.8% | Reduced |
| Boston Partners | 343,572 | $17.7M | 0.02% | +343,572 | New |
| Raymond James Financial Inc | 335,688 | $17.4M | 0.01% | −6,255−1.8% | Reduced |
| Principal Financial Group Inc | 324,266 | $16.8M | 0.01% | +7,012+2.2% | Added |
| Goldman Sachs Group Inc | 305,311 | $15.8M | 0.00% | −235,055−43.5% | Reduced |
| Earnest Partners LLC | 277,046 | $14.4M | 0.07% | −27,244−9.0% | Reduced |
| Basswood Capital Management, L.L.C. | 248,749 | $12.9M | 0.73% | +248,749 | New |
| Nuveen, LLC | 233,080 | $12.1M | 0.00% | +233,080 | New |
| New York State Common Retirement Fund | 231,816 | $12.0M | 0.02% | −18,242−7.3% | Reduced |
| Fisher Asset Management, LLC | 229,789 | $11.9M | 0.01% | −37,239−13.9% | Reduced |
| Royal Bank of Canada | 223,052 | $11.6M | 0.00% | +2,237+1.0% | Added |
| Wells Fargo & Company | 219,633 | $11.4M | 0.00% | −10,163−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 216,108 | $11.2M | 0.02% | −11,818−5.2% | Reduced |
| Wellington Management Group LLP | 200,970 | $10.4M | 0.00% | +380.0% | Added |
| Clearbridge Investments, LLC | 186,343 | $9.67M | 0.01% | −41,627−18.3% | Reduced |
| Public Sector Pension Investment Board | 186,061 | $9.65M | 0.04% | +39,331+26.8% | Added |
| Envestnet Asset Management Inc | 180,933 | $9.39M | 0.00% | +1,971+1.1% | Added |
| Rhumbline Advisers | 168,512 | $8.74M | 0.01% | −8,411−4.8% | Reduced |
| Great Lakes Advisors, LLC | 165,939 | $8.61M | 0.08% | −3,624−2.1% | Reduced |
| Legal & General Group Plc | 159,931 | $8.30M | 0.00% | −5,144−3.1% | Reduced |
| Lord, Abbett & Co. LLC | 140,177 | $7.27M | 0.03% | +14,438+11.5% | Added |
| Ameriprise Financial Inc | 131,133 | $6.80M | 0.00% | −8,089−5.8% | Reduced |
| Renaissance Technologies LLC | 128,226 | $6.65M | 0.01% | −30,700−19.3% | Reduced |
| Jane Street Group, LLC | 117,472 | $6.09M | 0.01% | +100,171+579.0% | Added |
| UBS Asset Management Americas Inc | 114,556 | $5.94M | 0.00% | −19,380−14.5% | Reduced |
| Susquehanna International Group, LLP | 114,457 | $5.94M | 0.01% | +81,717+249.6% | Added |
| Swiss National Bank | 114,140 | $5.92M | 0.00% | −2,400−2.1% | Reduced |
| Crawford Investment Counsel Inc | 113,512 | $5.89M | 0.10% | −500−0.4% | Reduced |
| Citigroup Inc | 112,020 | $5.81M | 0.00% | −2,601−2.3% | Reduced |
| First Trust Advisors LP | 106,715 | $5.54M | 0.00% | −7,518−6.6% | Reduced |
| UBS Group AG | 103,821 | $5.39M | 0.00% | +19,676+23.4% | Added |
| Bridgeway Capital Management, LLC | 95,759 | $4.97M | 0.13% | −35,000−26.8% | Reduced |
| Barclays PLC | 91,640 | $4.75M | 0.00% | −31,526−25.6% | Reduced |
| Brandywine Global Investment Management, LLC | 90,439 | $4.69M | 0.03% | −3,510−3.7% | Reduced |
| Millennium Management LLC | 72,726 | $3.77M | 0.00% | +50,717+230.4% | Added |
| Deutsche Bank AG | 66,880 | $3.47M | 0.00% | +15,133+29.2% | Added |
| SEI Investments Co | 66,630 | $3.46M | 0.00% | +10,271+18.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,428 | $3.29M | 0.01% | +63,428 | New |
| Bryn Mawr Trust Co | 63,371 | $3.29M | 0.06% | +4,235+7.2% | Added |
| Great West Life Assurance Co | 60,416 | $3.14M | 0.01% | −5,260−8.0% | Reduced |
| Prudential Financial Inc | 57,551 | $2.99M | 0.00% | −2,280−3.8% | Reduced |
| California State Teachers Retirement System | 54,599 | $2.83M | 0.00% | −823−1.5% | Reduced |
| Price T Rowe Associates Inc | 53,658 | $2.78M | 0.00% | +1,791+3.5% | Added |
| Hantz Financial Services, Inc. | 51,124 | $2.65M | 0.05% | −664−1.3% | Reduced |
| Thrivent Financial for Lutherans | 45,733 | $2.37M | 0.01% | −2,440−5.1% | Reduced |
| Pathstone Holdings, LLC | 44,757 | $2.32M | 0.01% | +3,226+7.8% | Added |
| Siena Capital Partners GP, LLC | 43,819 | $2.27M | 0.68% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 43,320 | $2.25M | 0.01% | −8,361−16.2% | Reduced |
| Aristotle Capital Boston, LLC | 39,727 | $2.06M | 0.10% | −19,816−33.3% | Reduced |
| Wedge Capital Management L L P | 39,689 | $2.06M | 0.04% | −27,912−41.3% | Reduced |
| Comerica Bank | 37,264 | $1.93M | 0.01% | −16,700−30.9% | Reduced |
| Voloridge Investment Management, LLC | 36,936 | $1.92M | 0.01% | −3,372−8.4% | Reduced |
| State of New Jersey Common Pension Fund D | 36,132 | $1.87M | 0.01% | −375−1.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,835 | $1.81M | 0.00% | +1,176+3.5% | Added |
| Graham Capital Management, L.P. | 33,879 | $1.76M | 0.06% | +14,431+74.2% | Added |
| MetLife Investment Management | 33,823 | $1.75M | 0.01% | −1,824−5.1% | Reduced |
| Corbyn Investment Management Inc | 33,755 | $1.75M | 0.65% | +20+0.1% | Added |
| State of Alaska, Department of Revenue | 32,502 | $1.69M | 0.02% | −978−2.9% | Reduced |
| Voya Investment Management LLC | 31,918 | $1.66M | 0.00% | −1,031−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 31,803 | $1.65M | 0.02% | −355−1.1% | Reduced |
| Intech Investment Management LLC | 31,594 | $1.64M | 0.02% | +5,649+21.8% | Added |
| Avantax Advisory Services, Inc. | 31,471 | $1.63M | 0.01% | −254−0.8% | Reduced |
| Corebridge Financial, Inc. | 30,564 | $1.59M | 0.01% | −912−2.9% | Reduced |
| Ensign Peak Advisors, Inc | 28,607 | $1.48M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 28,121 | $1.46M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 28,011 | $1.45M | 0.01% | +2,475+9.7% | Added |
| Louisiana State Employees Retirement System | 27,600 | $1.43M | 0.03% | −900−3.2% | Reduced |
| Private Advisor Group, LLC | 25,820 | $1.34M | 0.01% | −462−1.8% | Reduced |
| New York State Teachers Retirement System | 24,340 | $1.26M | 0.00% | −300−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 23,133 | $1.20M | 0.00% | +665+3.0% | Added |
| Yousif Capital Management, LLC | 21,661 | $1.12M | 0.01% | −682−3.1% | Reduced |
| Victory Capital Management Inc | 21,325 | $1.11M | 0.00% | −60.0% | Reduced |
| LPL Financial LLC | 21,321 | $1.11M | 0.00% | +261+1.2% | Added |
| Salzhauer Michael | 21,309 | $1.11M | 0.68% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 20,957 | $1.09M | 0.01% | 00.0% | Unchanged |