WSFS Financial Corp

WSFS

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000828944

SEC filings (opens in a new tab)

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.

Q1 2025 vs. Q4 2024

How the institutions holding WSFS Financial Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of WSFS: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	252	2	264	+14
Shares	53.8M	233.7K	53.3M	−324.3K (−0.6%)
Value	$2.86B	$12.4M	$2.76B	−$84.6M (−3.0%)

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held WSFS Financial Corp at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to WSFS in Q1 2025
Institution	Shares	Value	% of portfolio
Boston Partners	343,572	$17.7M	0.02%
Basswood Capital Management, L.L.C.	248,749	$12.9M	0.73%
Nuveen, LLC	233,080	$12.1M	0.00%
Universal- Beteiligungs- und Servicegesellschaft mbH	63,428	$3.29M	0.01%
Schonfeld Strategic Advisors LLC	20,308	$1.05M	0.01%
Bryce Point Capital, LLC	16,468	$863.0K	0.65%
HRT Financial LP	14,034	$727.0K	0.00%
Cerity Partners LLC	12,735	$660.6K	0.00%
Verition Fund Management LLC	12,491	$647.9K	0.00%
SG Americas Securities, LLC	8,798	$456.0K	0.00%
Alps Advisors Inc	6,900	$357.9K	0.00%
BLB&B Advisors, LLC	5,610	$291.0K	0.01%
Gsa Capital Partners LLP	5,139	$267.0K	0.02%
Quadrature Capital Ltd	4,931	$256.1K	0.01%
JustInvest LLC	4,816	$249.8K	0.00%
Brevan Howard Capital Management LP	4,363	$226.3K	0.01%
Creative Planning	4,264	$221.2K	0.00%
Guggenheim Capital LLC	4,212	$218.5K	0.00%
United Services Automobile Association	3,942	$204.1K	0.01%
Costello Asset Management, INC	430	$22.3K	0.01%
Coldstream Capital Management Inc	170	$8.82K	0.00%
Optiver Holding B.V.	170	$8.82K	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	51	$2.65K	0.00%
N.E.W. Advisory Services LLC	36	$1.87K	0.00%
True Wealth Design, LLC	29	$1.50K	0.00%
Bare Financial Services, Inc	28	$1.45K	0.00%
Stephens Consulting, LLC	20	$1.04K	0.00%
Bruce G. Allen Investments, LLC	11	$571	0.00%
Hughes Financial Services, LLC	9	$469	0.00%
Abound Wealth Management	4	$208	0.00%
Bay Harbor Wealth Management, LLC	3	$155	0.00%
HFM Investment Advisors, LLC	2	$104	0.00%
McClarren Financial Advisors, Inc.	51	–	–

Sold out (19)

Institutions that held WSFS Financial Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of WSFS in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Assenagon Asset Management S.A.	254,616	$13.5M
Engineers Gate Manager LP	32,124	$1.71M
Canada Pension Plan Investment Board	26,600	$1.41M
Inceptionr LLC	14,404	$765.3K
First Hawaiian Bank	10,480	$556.8K
Holocene Advisors, LP	10,471	$556.3K
North Star Asset Management Inc	4,828	$256.5K
Cambridge Investment Research Advisors, Inc.	4,558	$242.0K
Mackenzie Financial Corp	4,016	$213.4K
Crossmark Global Holdings, Inc.	3,904	$207.0K
New Age Alpha Advisors, LLC	2,796	$148.6K
Aster Capital Management (DIFC) Ltd	164	$8.71K
Proequities, Inc.	117	$6.28K
Caitong International Asset Management Co., Ltd	101	$5.37K
Eagle Bay Advisors LLC	38	$2.02K
Riverview Trust Co	21	$1.12K
New Wave Wealth Advisors LLC	19	$1.01K
IFP Advisors, Inc	0	$425
Continuum Advisory, LLC	8	$425

Not filed for Q1 2025 yet (2)

Institutions that held WSFS Financial Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSFS in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Nuveen Asset Management, LLC	232,944	$12.4M
Global Retirement Partners, LLC	741	$39.4K