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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,428 | $3.29M | 0.01% | +63,428 | New |
| SEI Investments Co | 66,630 | $3.46M | 0.00% | +10,271+18.2% | Added |
| Deutsche Bank AG | 66,880 | $3.47M | 0.00% | +15,133+29.2% | Added |
| Millennium Management LLC | 72,726 | $3.77M | 0.00% | +50,717+230.4% | Added |
| Brandywine Global Investment Management, LLC | 90,439 | $4.69M | 0.03% | −3,510−3.7% | Reduced |
| Barclays PLC | 91,640 | $4.75M | 0.00% | −31,526−25.6% | Reduced |
| Bridgeway Capital Management, LLC | 95,759 | $4.97M | 0.13% | −35,000−26.8% | Reduced |
| UBS Group AG | 103,821 | $5.39M | 0.00% | +19,676+23.4% | Added |
| First Trust Advisors LP | 106,715 | $5.54M | 0.00% | −7,518−6.6% | Reduced |
| Citigroup Inc | 112,020 | $5.81M | 0.00% | −2,601−2.3% | Reduced |
| Crawford Investment Counsel Inc | 113,512 | $5.89M | 0.10% | −500−0.4% | Reduced |
| Swiss National Bank | 114,140 | $5.92M | 0.00% | −2,400−2.1% | Reduced |
| Susquehanna International Group, LLP | 114,457 | $5.94M | 0.01% | +81,717+249.6% | Added |
| UBS Asset Management Americas Inc | 114,556 | $5.94M | 0.00% | −19,380−14.5% | Reduced |
| Jane Street Group, LLC | 117,472 | $6.09M | 0.01% | +100,171+579.0% | Added |
| Renaissance Technologies LLC | 128,226 | $6.65M | 0.01% | −30,700−19.3% | Reduced |
| Ameriprise Financial Inc | 131,133 | $6.80M | 0.00% | −8,089−5.8% | Reduced |
| Lord, Abbett & Co. LLC | 140,177 | $7.27M | 0.03% | +14,438+11.5% | Added |
| Legal & General Group Plc | 159,931 | $8.30M | 0.00% | −5,144−3.1% | Reduced |
| Great Lakes Advisors, LLC | 165,939 | $8.61M | 0.08% | −3,624−2.1% | Reduced |
| Rhumbline Advisers | 168,512 | $8.74M | 0.01% | −8,411−4.8% | Reduced |
| Envestnet Asset Management Inc | 180,933 | $9.39M | 0.00% | +1,971+1.1% | Added |
| Public Sector Pension Investment Board | 186,061 | $9.65M | 0.04% | +39,331+26.8% | Added |
| Clearbridge Investments, LLC | 186,343 | $9.67M | 0.01% | −41,627−18.3% | Reduced |
| Wellington Management Group LLP | 200,970 | $10.4M | 0.00% | +380.0% | Added |
| Allspring Global Investments Holdings, LLC | 216,108 | $11.2M | 0.02% | −11,818−5.2% | Reduced |
| Wells Fargo & Company | 219,633 | $11.4M | 0.00% | −10,163−4.4% | Reduced |
| Royal Bank of Canada | 223,052 | $11.6M | 0.00% | +2,237+1.0% | Added |
| Fisher Asset Management, LLC | 229,789 | $11.9M | 0.01% | −37,239−13.9% | Reduced |
| New York State Common Retirement Fund | 231,816 | $12.0M | 0.02% | −18,242−7.3% | Reduced |
| Nuveen, LLC | 233,080 | $12.1M | 0.00% | +233,080 | New |
| Basswood Capital Management, L.L.C. | 248,749 | $12.9M | 0.73% | +248,749 | New |
| Earnest Partners LLC | 277,046 | $14.4M | 0.07% | −27,244−9.0% | Reduced |
| Goldman Sachs Group Inc | 305,311 | $15.8M | 0.00% | −235,055−43.5% | Reduced |
| Principal Financial Group Inc | 324,266 | $16.8M | 0.01% | +7,012+2.2% | Added |
| Raymond James Financial Inc | 335,688 | $17.4M | 0.01% | −6,255−1.8% | Reduced |
| Boston Partners | 343,572 | $17.7M | 0.02% | +343,572 | New |
| Morgan Stanley | 419,270 | $21.7M | 0.00% | −55,982−11.8% | Reduced |
| Bank of New York Mellon Corp | 451,218 | $23.4M | 0.00% | −18,231−3.9% | Reduced |
| Standard Life Aberdeen plc | 524,841 | $27.2M | 0.05% | +13,549+2.6% | Added |
| Manufacturers Life Insurance Company, The | 597,649 | $31.0M | 0.03% | +4,913+0.8% | Added |
| Norges Bank | 670,177 | $34.8M | 0.00% | +53,290+8.6% | Added |
| Alliancebernstein L.P. | 704,315 | $36.5M | 0.01% | −86,373−10.9% | Reduced |
| Palisade Capital Management LLC | 748,002 | $38.8M | 1.11% | −24,697−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 748,085 | $38.8M | 0.01% | +7,501+1.0% | Added |
| Frontier Capital Management Co LLC | 758,599 | $39.3M | 0.43% | +39,621+5.5% | Added |
| Northern Trust Corp | 779,920 | $40.5M | 0.01% | −29,414−3.6% | Reduced |
| Pzena Investment Management LLC | 787,809 | $40.9M | 0.14% | −2,775−0.4% | Reduced |
| Brown Advisory Inc | 807,802 | $41.9M | 0.06% | −19,232−2.3% | Reduced |
| American Century Companies Inc | 851,215 | $44.2M | 0.03% | −53,064−5.9% | Reduced |
| Cooke & Bieler LP | 892,286 | $46.3M | 0.46% | +109,519+14.0% | Added |
| Invesco Ltd. | 969,476 | $50.3M | 0.01% | +15,281+1.6% | Added |
| Bank of America Corp | 996,176 | $51.7M | 0.00% | +29,323+3.0% | Added |
| Champlain Investment Partners, LLC | 1,215,921 | $63.1M | 0.46% | −18,913−1.5% | Reduced |
| Geode Capital Management, LLC | 1,434,781 | $74.4M | 0.01% | +27,664+2.0% | Added |
| JPMorgan Chase & Co | 1,585,474 | $82.2M | 0.01% | −102,350−6.1% | Reduced |
| Macquarie Group Ltd | 1,915,984 | $99.4M | 0.12% | +227,188+13.5% | Added |
| T. Rowe Price Investment Management, Inc. | 2,320,766 | $120.4M | 0.08% | +7,591+0.3% | Added |
| Franklin Resources Inc | 2,583,825 | $134.0M | 0.04% | +38,130+1.5% | Added |
| State Street Corp | 3,106,738 | $161.1M | 0.01% | −207,373−6.3% | Reduced |
| Dimensional Fund Advisors LP | 3,788,407 | $196.5M | 0.05% | −114,103−2.9% | Reduced |
| Vanguard Group Inc | 6,630,107 | $343.9M | 0.01% | −370,916−5.3% | Reduced |
| BlackRock, Inc. | 8,546,102 | $443.3M | 0.01% | −152,317−1.8% | Reduced |
| McClarren Financial Advisors, Inc. | 51 | – | – | +51 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −254,616−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,124−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,404−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,480−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,471−100.0% | Sold out |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |