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, 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
- −324.3K (−0.6%) vs. Q4 2024
- Total value
- $2.76B
- −$84.6M (−3.0%) vs. Q4 2024
- New holders
- 33
- 83 more added
- Sold out
- 19
- 94 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $104 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $104 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $155 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $208 | 0.00% | +4 | New |
| Huntington National Bank | 9 | $467 | 0.00% | −85−90.4% | Reduced |
| Hughes Financial Services, LLC | 9 | $469 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 10 | $519 | 0.00% | −194−95.1% | Reduced |
| Global Financial Private Client, LLC | 10 | $519 | 0.00% | +6+150.0% | Added |
| Bruce G. Allen Investments, LLC | 11 | $571 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $623 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $727 | 0.00% | +3+27.3% | Added |
| Assetmark, Inc | 16 | $830 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $882 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $1.04K | 0.00% | +20 | New |
| Larson Financial Group LLC | 23 | $1.19K | 0.00% | +14+155.6% | Added |
| Bare Financial Services, Inc | 28 | $1.45K | 0.00% | +28 | New |
| True Wealth Design, LLC | 29 | $1.50K | 0.00% | +29 | New |
| Geneos Wealth Management Inc. | 30 | $1.56K | 0.00% | +9+42.9% | Added |
| Massmutual Trust Co FSB | 33 | $1.71K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36 | $1.87K | 0.00% | +36 | New |
| Skopos Labs, Inc. | 37 | $1.92K | 0.00% | +28+311.1% | Added |
| Farmers & Merchants Investments Inc | 38 | $1.97K | 0.00% | −5−11.6% | Reduced |
| JFS Wealth Advisors, LLC | 49 | $2.54K | 0.00% | +9+22.5% | Added |
| MAI Capital Management | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $2.65K | 0.00% | +51 | New |
| Harbour Investments, Inc. | 51 | $2.65K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $3.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $3.88K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 78 | $4.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 80 | $4.15K | 0.00% | +22+37.9% | Added |
| Private Trust Co NA | 90 | $4.67K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 90 | $4.67K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.19K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 108 | $5.60K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $5.71K | 0.00% | +50+83.3% | Added |
| Private Wealth Management Group, LLC | 115 | $5.97K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 125 | $6.00K | 0.00% | +28+28.9% | Added |
| First Horizon Advisors, Inc. | 152 | $7.88K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 170 | $8.82K | 0.00% | +170 | New |
| Optiver Holding B.V. | 170 | $8.82K | 0.00% | +170 | New |
| Farther Finance Advisors, LLC | 174 | $9.07K | 0.00% | −398−69.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 188 | $9.75K | 0.00% | +17+9.9% | Added |
| Covestor Ltd | 197 | $10.0K | 0.01% | +179+994.4% | Added |
| Fifth Third Bancorp | 250 | $13.0K | 0.00% | +82+48.8% | Added |
| Parallel Advisors, LLC | 251 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 262 | $13.6K | 0.00% | +112+74.7% | Added |
| EverSource Wealth Advisors, LLC | 266 | $13.8K | 0.00% | +106+66.3% | Added |
| Clearstead Advisors, LLC | 349 | $18.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 363 | $19.0K | 0.00% | +94+34.9% | Added |
| Costello Asset Management, INC | 430 | $22.3K | 0.01% | +430 | New |
| Nomura Asset Management Co Ltd | 470 | $24.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 532 | $27.6K | 0.00% | +252+90.0% | Added |
| Principal Securities, Inc. | 529 | $28.1K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 600 | $31.1K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 701 | $36.0K | 0.00% | +295+72.7% | Added |
| VSM Wealth Advisory, LLC | 750 | $38.9K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 755 | $39.2K | 0.00% | +29+4.0% | Added |
| AdvisorNet Financial, Inc | 860 | $44.6K | 0.00% | −90−9.5% | Reduced |
| Key Financial Inc | 980 | $50.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $51.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,010 | $52.4K | 0.00% | −853−45.8% | Reduced |
| Parkside Financial Bank & Trust | 1,225 | $63.5K | 0.01% | +1,028+521.8% | Added |
| POM Investment Strategies, LLC | 1,506 | $78.1K | 0.09% | 00.0% | Unchanged |
| Quest Partners LLC | 1,580 | $82.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,038 | $105.7K | 0.01% | +550+37.0% | Added |
| Tower Research Capital LLC (TRC) | 2,046 | $106.1K | 0.00% | −872−29.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,625 | $136.2K | 0.00% | −335−11.3% | Reduced |
| US Bancorp | 2,813 | $145.9K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,826 | $146.6K | 0.01% | +1,119+65.6% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $156.6K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 3,081 | $160.0K | 0.00% | +196+6.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,117 | $161.7K | 0.00% | −96−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,119 | $161.8K | 0.00% | −183−5.5% | Reduced |
| Smartleaf Asset Management LLC | 3,441 | $178.2K | 0.02% | +137+4.1% | Added |
| United Services Automobile Association | 3,942 | $204.1K | 0.01% | +3,942 | New |
| CIBC Asset Management Inc | 3,992 | $207.1K | 0.00% | −85−2.1% | Reduced |
| Lansing Street Advisors | 4,056 | $210.4K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 4,101 | $212.7K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 4,173 | $216.5K | 0.05% | −6,474−60.8% | Reduced |
| Sageworth Trust Co | 4,181 | $216.9K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,212 | $218.5K | 0.00% | +4,212 | New |
| Creative Planning | 4,264 | $221.2K | 0.00% | +4,264 | New |
| Kestra Advisory Services, LLC | 4,278 | $221.9K | 0.00% | +216+5.3% | Added |
| Brevan Howard Capital Management LP | 4,363 | $226.3K | 0.01% | +4,363 | New |
| Xponance, Inc. | 4,439 | $230.3K | 0.00% | +209+4.9% | Added |
| Affinity Wealth Management LLC | 4,492 | $233.0K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 4,500 | $233.4K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,530 | $235.0K | 0.00% | +160+3.7% | Added |
| Colony Group, LLC | 4,595 | $238.3K | 0.00% | +160+3.6% | Added |
| BNP Paribas Arbitrage, SA | 4,603 | $238.8K | 0.00% | −7,954−63.3% | Reduced |
| Mariner, LLC | 4,808 | $249.4K | 0.00% | +351+7.9% | Added |
| JustInvest LLC | 4,816 | $249.8K | 0.00% | +4,816 | New |
| FMR LLC | 4,864 | $252.3K | 0.00% | +326+7.2% | Added |
| Truist Financial Corp | 4,892 | $253.7K | 0.00% | −164−3.2% | Reduced |
| Quadrature Capital Ltd | 4,931 | $256.1K | 0.01% | +4,931 | New |
| Profund Advisors LLC | 4,958 | $257.2K | 0.01% | −3,389−40.6% | Reduced |
| Mutual Advisors, LLC | 5,082 | $262.5K | 0.01% | −8−0.2% | Reduced |
| Allegheny Financial Group LTD | 5,082 | $263.6K | 0.07% | +14+0.3% | Added |