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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 5,139 | $267.0K | 0.02% | +5,139 | New |
| HighTower Advisors, LLC | 5,278 | $273.8K | 0.00% | +516+10.8% | Added |
| BLB&B Advisors, LLC | 5,610 | $291.0K | 0.01% | +5,610 | New |
| Forum Financial Management, LP | 5,617 | $291.4K | 0.00% | −42−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,027 | $312.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,169 | $320.0K | 0.00% | −45−0.7% | Reduced |
| Westover Capital Advisors, LLC | 6,185 | $320.8K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 6,202 | $321.7K | 0.00% | +711+12.9% | Added |
| Janney Montgomery Scott LLC | 6,215 | $322.0K | 0.00% | +112+1.8% | Added |
| STRS Ohio | 6,300 | $326.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,334 | $328.6K | 0.00% | −55−0.9% | Reduced |
| FineMark National Bank & Trust | 6,515 | $337.9K | 0.01% | −1,417−17.9% | Reduced |
| HSBC Holdings PLC | 6,789 | $351.3K | 0.00% | −17,364−71.9% | Reduced |
| Alps Advisors Inc | 6,900 | $357.9K | 0.00% | +6,900 | New |
| Haverford Trust Co | 7,000 | $363.1K | 0.00% | −2,557−26.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,662 | $397.4K | 0.03% | +10+0.1% | Added |
| Pictet Asset Management Holding SA | 8,036 | $416.8K | 0.00% | +658+8.9% | Added |
| Mutual of America Capital Management LLC | 8,542 | $443.1K | 0.01% | −380−4.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,596 | $446.0K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 8,732 | $452.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,798 | $456.0K | 0.00% | +8,798 | New |
| Bank of Montreal | 9,006 | $467.1K | 0.00% | +2,047+29.4% | Added |
| Ironwood Investment Management LLC | 9,270 | $480.8K | 0.26% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 9,922 | $514.7K | 0.08% | +1,811+22.3% | Added |
| Los Angeles Capital Management LLC | 10,124 | $525.1K | 0.00% | +4,893+93.5% | Added |
| AQR Capital Management LLC | 10,347 | $536.7K | 0.00% | +5,240+102.6% | Added |
| Russell Investments Group, Ltd. | 10,357 | $537.3K | 0.00% | +854+9.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $553.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,190 | $580.4K | 0.03% | +6,908+161.3% | Added |
| Glenmede Trust Co NA | 11,200 | $580.9K | 0.00% | +936+9.1% | Added |
| Equitable Holdings, Inc. | 11,406 | $591.6K | 0.01% | +22+0.2% | Added |
| KLP Kapitalforvaltning AS | 11,530 | $598.1K | 0.00% | −1,100−8.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,808 | $611.4K | 0.01% | +851+7.8% | Added |
| Univest Financial Corp | 11,886 | $616.5K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $626.3K | 0.20% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,491 | $647.9K | 0.00% | +12,491 | New |
| Commonwealth Equity Services, LLC | 12,581 | $653.0K | 0.00% | −222−1.7% | Reduced |
| Sanctuary Advisors, LLC | 12,594 | $653.3K | 0.00% | −255−2.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 12,625 | $654.9K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,735 | $660.6K | 0.00% | +12,735 | New |
| Diversified Trust Co | 12,770 | $662.4K | 0.02% | −38−0.3% | Reduced |
| Henshaw Capital LLC | 12,980 | $673.3K | 0.03% | +1,883+17.0% | Added |
| CIBC World Markets Corp | 12,986 | $673.6K | 0.01% | +7,453+134.7% | Added |
| Oregon Public Employees Retirement Fund | 13,403 | $695.2K | 0.01% | −500−3.6% | Reduced |
| Teacher Retirement System of Texas | 13,430 | $696.6K | 0.00% | −737−5.2% | Reduced |
| ProShare Advisors LLC | 13,783 | $714.9K | 0.00% | −4,033−22.6% | Reduced |
| Verdence Capital Advisors LLC | 14,000 | $726.2K | 0.06% | 00.0% | Unchanged |
| HRT Financial LP | 14,034 | $727.0K | 0.00% | +14,034 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,037 | $728.1K | 0.00% | +1,463+11.6% | Added |
| Mill Creek Capital Advisors, LLC | 14,085 | $730.6K | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,088 | $731.0K | 0.00% | +204+1.5% | Added |
| Lountzis Asset Management, LLC | 15,071 | $787.5K | 0.30% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 15,912 | $825.4K | 0.10% | −187−1.2% | Reduced |
| Voya Investment Management LLC | 15,959 | $827.8K | 0.00% | −16,990−51.6% | Reduced |
| Handelsbanken Fonder AB | 16,105 | $835.0K | 0.00% | +2,400+17.5% | Added |
| Stifel Financial Corp | 16,248 | $842.8K | 0.00% | −1,632−9.1% | Reduced |
| Bryce Point Capital, LLC | 16,468 | $863.0K | 0.65% | +16,468 | New |
| Amalgamated Bank | 16,700 | $866.0K | 0.01% | −539−3.1% | Reduced |
| Arizona State Retirement System | 16,885 | $875.8K | 0.01% | −296−1.7% | Reduced |
| Maryland State Retirement & Pension System | 17,117 | $887.9K | 0.02% | −2,746−13.8% | Reduced |
| State Board of Administration of Florida Retirement System | 17,430 | $904.1K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 18,234 | $945.8K | 0.01% | −25−0.1% | Reduced |
| Bessemer Group Inc | 19,575 | $1.02M | 0.00% | −34−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,308 | $1.05M | 0.01% | +20,308 | New |
| Teachers Retirement System of the State of Kentucky | 20,957 | $1.09M | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 21,309 | $1.11M | 0.68% | 00.0% | Unchanged |
| LPL Financial LLC | 21,321 | $1.11M | 0.00% | +261+1.2% | Added |
| Victory Capital Management Inc | 21,325 | $1.11M | 0.00% | −60.0% | Reduced |
| Yousif Capital Management, LLC | 21,661 | $1.12M | 0.01% | −682−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 23,133 | $1.20M | 0.00% | +665+3.0% | Added |
| New York State Teachers Retirement System | 24,340 | $1.26M | 0.00% | −300−1.2% | Reduced |
| Private Advisor Group, LLC | 25,820 | $1.34M | 0.01% | −462−1.8% | Reduced |
| Louisiana State Employees Retirement System | 27,600 | $1.43M | 0.03% | −900−3.2% | Reduced |
| State of Tennessee, Treasury Department | 28,011 | $1.45M | 0.01% | +2,475+9.7% | Added |
| Janus Henderson Group PLC | 28,121 | $1.46M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 28,607 | $1.48M | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 30,564 | $1.59M | 0.01% | −912−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 31,471 | $1.63M | 0.01% | −254−0.8% | Reduced |
| Intech Investment Management LLC | 31,594 | $1.64M | 0.02% | +5,649+21.8% | Added |
| Illinois Municipal Retirement Fund | 31,803 | $1.65M | 0.02% | −355−1.1% | Reduced |
| State of Alaska, Department of Revenue | 32,502 | $1.69M | 0.02% | −978−2.9% | Reduced |
| Corbyn Investment Management Inc | 33,755 | $1.75M | 0.65% | +20+0.1% | Added |
| MetLife Investment Management | 33,823 | $1.75M | 0.01% | −1,824−5.1% | Reduced |
| Graham Capital Management, L.P. | 33,879 | $1.76M | 0.06% | +14,431+74.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 34,835 | $1.81M | 0.00% | +1,176+3.5% | Added |
| State of New Jersey Common Pension Fund D | 36,132 | $1.87M | 0.01% | −375−1.0% | Reduced |
| Voloridge Investment Management, LLC | 36,936 | $1.92M | 0.01% | −3,372−8.4% | Reduced |
| Comerica Bank | 37,264 | $1.93M | 0.01% | −16,700−30.9% | Reduced |
| Wedge Capital Management L L P | 39,689 | $2.06M | 0.04% | −27,912−41.3% | Reduced |
| Aristotle Capital Boston, LLC | 39,727 | $2.06M | 0.10% | −19,816−33.3% | Reduced |
| Rafferty Asset Management, LLC | 43,320 | $2.25M | 0.01% | −8,361−16.2% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.27M | 0.68% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 44,757 | $2.32M | 0.01% | +3,226+7.8% | Added |
| Thrivent Financial for Lutherans | 45,733 | $2.37M | 0.01% | −2,440−5.1% | Reduced |
| Hantz Financial Services, Inc. | 51,124 | $2.65M | 0.05% | −664−1.3% | Reduced |
| Price T Rowe Associates Inc | 53,658 | $2.78M | 0.00% | +1,791+3.5% | Added |
| California State Teachers Retirement System | 54,599 | $2.83M | 0.00% | −823−1.5% | Reduced |
| Prudential Financial Inc | 57,551 | $2.99M | 0.00% | −2,280−3.8% | Reduced |
| Great West Life Assurance Co | 60,416 | $3.14M | 0.01% | −5,260−8.0% | Reduced |
| Bryn Mawr Trust Co | 63,371 | $3.29M | 0.06% | +4,235+7.2% | Added |