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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 19,575 | $1.02M | 0.00% | −34−0.2% | Reduced |
| Modera Wealth Management, LLC | 18,234 | $945.8K | 0.01% | −25−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 17,430 | $904.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,117 | $887.9K | 0.02% | −2,746−13.8% | Reduced |
| Arizona State Retirement System | 16,885 | $875.8K | 0.01% | −296−1.7% | Reduced |
| Amalgamated Bank | 16,700 | $866.0K | 0.01% | −539−3.1% | Reduced |
| Bryce Point Capital, LLC | 16,468 | $863.0K | 0.65% | +16,468 | New |
| Stifel Financial Corp | 16,248 | $842.8K | 0.00% | −1,632−9.1% | Reduced |
| Handelsbanken Fonder AB | 16,105 | $835.0K | 0.00% | +2,400+17.5% | Added |
| Voya Investment Management LLC | 15,959 | $827.8K | 0.00% | −16,990−51.6% | Reduced |
| Keeley-Teton Advisors, LLC | 15,912 | $825.4K | 0.10% | −187−1.2% | Reduced |
| Lountzis Asset Management, LLC | 15,071 | $787.5K | 0.30% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 14,088 | $731.0K | 0.00% | +204+1.5% | Added |
| Mill Creek Capital Advisors, LLC | 14,085 | $730.6K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,037 | $728.1K | 0.00% | +1,463+11.6% | Added |
| HRT Financial LP | 14,034 | $727.0K | 0.00% | +14,034 | New |
| Verdence Capital Advisors LLC | 14,000 | $726.2K | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,783 | $714.9K | 0.00% | −4,033−22.6% | Reduced |
| Teacher Retirement System of Texas | 13,430 | $696.6K | 0.00% | −737−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 13,403 | $695.2K | 0.01% | −500−3.6% | Reduced |
| CIBC World Markets Corp | 12,986 | $673.6K | 0.01% | +7,453+134.7% | Added |
| Henshaw Capital LLC | 12,980 | $673.3K | 0.03% | +1,883+17.0% | Added |
| Diversified Trust Co | 12,770 | $662.4K | 0.02% | −38−0.3% | Reduced |
| Cerity Partners LLC | 12,735 | $660.6K | 0.00% | +12,735 | New |
| Police & Firemen's Retirement System of New Jersey | 12,625 | $654.9K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 12,594 | $653.3K | 0.00% | −255−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 12,581 | $653.0K | 0.00% | −222−1.7% | Reduced |
| Verition Fund Management LLC | 12,491 | $647.9K | 0.00% | +12,491 | New |
| Marshall Financial Group Inc | 12,075 | $626.3K | 0.20% | 00.0% | Unchanged |
| Univest Financial Corp | 11,886 | $616.5K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,808 | $611.4K | 0.01% | +851+7.8% | Added |
| KLP Kapitalforvaltning AS | 11,530 | $598.1K | 0.00% | −1,100−8.7% | Reduced |
| Equitable Holdings, Inc. | 11,406 | $591.6K | 0.01% | +22+0.2% | Added |
| Glenmede Trust Co NA | 11,200 | $580.9K | 0.00% | +936+9.1% | Added |
| XTX Topco Ltd | 11,190 | $580.4K | 0.03% | +6,908+161.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $553.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 10,357 | $537.3K | 0.00% | +854+9.0% | Added |
| AQR Capital Management LLC | 10,347 | $536.7K | 0.00% | +5,240+102.6% | Added |
| Los Angeles Capital Management LLC | 10,124 | $525.1K | 0.00% | +4,893+93.5% | Added |
| Two Sigma Securities, LLC | 9,922 | $514.7K | 0.08% | +1,811+22.3% | Added |
| Ironwood Investment Management LLC | 9,270 | $480.8K | 0.26% | 00.0% | Unchanged |
| Bank of Montreal | 9,006 | $467.1K | 0.00% | +2,047+29.4% | Added |
| SG Americas Securities, LLC | 8,798 | $456.0K | 0.00% | +8,798 | New |
| Royce & Associates LP | 8,732 | $452.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,596 | $446.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 8,542 | $443.1K | 0.01% | −380−4.3% | Reduced |
| Pictet Asset Management Holding SA | 8,036 | $416.8K | 0.00% | +658+8.9% | Added |
| Pine Valley Investments Ltd Liability Co | 7,662 | $397.4K | 0.03% | +10+0.1% | Added |
| Haverford Trust Co | 7,000 | $363.1K | 0.00% | −2,557−26.8% | Reduced |
| Alps Advisors Inc | 6,900 | $357.9K | 0.00% | +6,900 | New |
| HSBC Holdings PLC | 6,789 | $351.3K | 0.00% | −17,364−71.9% | Reduced |
| FineMark National Bank & Trust | 6,515 | $337.9K | 0.01% | −1,417−17.9% | Reduced |
| Lido Advisors, LLC | 6,334 | $328.6K | 0.00% | −55−0.9% | Reduced |
| STRS Ohio | 6,300 | $326.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,215 | $322.0K | 0.00% | +112+1.8% | Added |
| State of Wisconsin Investment Board | 6,202 | $321.7K | 0.00% | +711+12.9% | Added |
| Westover Capital Advisors, LLC | 6,185 | $320.8K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,169 | $320.0K | 0.00% | −45−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,027 | $312.6K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,617 | $291.4K | 0.00% | −42−0.7% | Reduced |
| BLB&B Advisors, LLC | 5,610 | $291.0K | 0.01% | +5,610 | New |
| HighTower Advisors, LLC | 5,278 | $273.8K | 0.00% | +516+10.8% | Added |
| Gsa Capital Partners LLP | 5,139 | $267.0K | 0.02% | +5,139 | New |
| Allegheny Financial Group LTD | 5,082 | $263.6K | 0.07% | +14+0.3% | Added |
| Mutual Advisors, LLC | 5,082 | $262.5K | 0.01% | −8−0.2% | Reduced |
| Profund Advisors LLC | 4,958 | $257.2K | 0.01% | −3,389−40.6% | Reduced |
| Quadrature Capital Ltd | 4,931 | $256.1K | 0.01% | +4,931 | New |
| Truist Financial Corp | 4,892 | $253.7K | 0.00% | −164−3.2% | Reduced |
| FMR LLC | 4,864 | $252.3K | 0.00% | +326+7.2% | Added |
| JustInvest LLC | 4,816 | $249.8K | 0.00% | +4,816 | New |
| Mariner, LLC | 4,808 | $249.4K | 0.00% | +351+7.9% | Added |
| BNP Paribas Arbitrage, SA | 4,603 | $238.8K | 0.00% | −7,954−63.3% | Reduced |
| Colony Group, LLC | 4,595 | $238.3K | 0.00% | +160+3.6% | Added |
| Mercer Global Advisors Inc | 4,530 | $235.0K | 0.00% | +160+3.7% | Added |
| Jacobi Capital Management LLC | 4,500 | $233.4K | 0.02% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,492 | $233.0K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 4,439 | $230.3K | 0.00% | +209+4.9% | Added |
| Brevan Howard Capital Management LP | 4,363 | $226.3K | 0.01% | +4,363 | New |
| Kestra Advisory Services, LLC | 4,278 | $221.9K | 0.00% | +216+5.3% | Added |
| Creative Planning | 4,264 | $221.2K | 0.00% | +4,264 | New |
| Guggenheim Capital LLC | 4,212 | $218.5K | 0.00% | +4,212 | New |
| Sageworth Trust Co | 4,181 | $216.9K | 0.01% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 4,173 | $216.5K | 0.05% | −6,474−60.8% | Reduced |
| Stephens Inc | 4,101 | $212.7K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,056 | $210.4K | 0.07% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,992 | $207.1K | 0.00% | −85−2.1% | Reduced |
| United Services Automobile Association | 3,942 | $204.1K | 0.01% | +3,942 | New |
| Smartleaf Asset Management LLC | 3,441 | $178.2K | 0.02% | +137+4.1% | Added |
| Advisor Group Holdings, Inc. | 3,119 | $161.8K | 0.00% | −183−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,117 | $161.7K | 0.00% | −96−3.0% | Reduced |
| KBC Group NV | 3,081 | $160.0K | 0.00% | +196+6.8% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $156.6K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,826 | $146.6K | 0.01% | +1,119+65.6% | Added |
| US Bancorp | 2,813 | $145.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,625 | $136.2K | 0.00% | −335−11.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,046 | $106.1K | 0.00% | −872−29.9% | Reduced |
| GAMMA Investing LLC | 2,038 | $105.7K | 0.01% | +550+37.0% | Added |
| Quest Partners LLC | 1,580 | $82.0K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,506 | $78.1K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,225 | $63.5K | 0.01% | +1,028+521.8% | Added |