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 $3.64B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in WSFS Financial Corp as of Jun 30, 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
- 286
- +25 vs. Q1 2025
- Shares held
- 51.5M
- −1.77M (−3.3%) vs. Q1 2025
- Total value
- $2.83B
- +$69.6M (+2.5%) vs. Q1 2025
- New holders
- 41
- 80 more added
- Sold out
- 16
- 108 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,155,409 | $448.5M | 0.01% | −390,693−4.6% | Reduced |
| Vanguard Group Inc | 6,360,937 | $349.9M | 0.01% | −269,170−4.1% | Reduced |
| Dimensional Fund Advisors LP | 3,666,987 | $201.7M | 0.05% | −121,420−3.2% | Reduced |
| State Street Corp | 2,995,051 | $164.7M | 0.01% | −111,687−3.6% | Reduced |
| Franklin Resources Inc | 2,610,976 | $143.6M | 0.04% | +27,151+1.1% | Added |
| Macquarie Group Ltd | 1,959,887 | $107.8M | 0.13% | +43,903+2.3% | Added |
| JPMorgan Chase & Co | 1,511,110 | $83.1M | 0.01% | −74,364−4.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,504,050 | $82.7M | 0.05% | −816,716−35.2% | Reduced |
| Geode Capital Management, LLC | 1,415,940 | $77.9M | 0.01% | −18,841−1.3% | Reduced |
| Champlain Investment Partners, LLC | 1,209,143 | $66.5M | 0.46% | −6,778−0.6% | Reduced |
| Invesco Ltd. | 985,367 | $54.2M | 0.01% | +15,891+1.6% | Added |
| Cooke & Bieler LP | 893,736 | $49.2M | 0.49% | +1,450+0.2% | Added |
| Pzena Investment Management LLC | 811,169 | $44.6M | 0.15% | +23,360+3.0% | Added |
| American Century Companies Inc | 774,208 | $42.6M | 0.02% | −77,007−9.0% | Reduced |
| Frontier Capital Management Co LLC | 768,364 | $42.3M | 0.39% | +9,765+1.3% | Added |
| Brown Advisory Inc | 761,455 | $41.9M | 0.06% | −46,347−5.7% | Reduced |
| Bank of America Corp | 746,077 | $41.0M | 0.00% | −250,099−25.1% | Reduced |
| Palisade Capital Management LLC | 726,008 | $39.9M | 1.13% | −21,994−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 711,691 | $39.1M | 0.01% | −36,394−4.9% | Reduced |
| Norges Bank | 670,177 | $36.9M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 649,420 | $35.7M | 0.01% | −54,895−7.8% | Reduced |
| Northern Trust Corp | 635,168 | $34.9M | 0.00% | −144,752−18.6% | Reduced |
| Manufacturers Life Insurance Company, The | 582,334 | $32.0M | 0.03% | −15,315−2.6% | Reduced |
| Raymond James Financial Inc | 441,671 | $24.3M | 0.01% | +105,983+31.6% | Added |
| Standard Life Aberdeen plc | 440,936 | $24.3M | 0.04% | −83,905−16.0% | Reduced |
| Bank of New York Mellon Corp | 439,147 | $24.2M | 0.00% | −12,071−2.7% | Reduced |
| Morgan Stanley | 435,295 | $23.9M | 0.00% | +16,025+3.8% | Added |
| Royal Bank of Canada | 407,312 | $22.4M | 0.00% | +184,260+82.6% | Added |
| Boston Partners | 350,327 | $19.2M | 0.02% | +6,755+2.0% | Added |
| Principal Financial Group Inc | 329,658 | $18.1M | 0.01% | +5,392+1.7% | Added |
| Millennium Management LLC | 311,319 | $17.1M | 0.02% | +238,593+328.1% | Added |
| Goldman Sachs Group Inc | 267,143 | $14.7M | 0.00% | −38,168−12.5% | Reduced |
| New York State Common Retirement Fund | 232,691 | $12.8M | 0.02% | +875+0.4% | Added |
| Renaissance Technologies LLC | 232,426 | $12.8M | 0.02% | +104,200+81.3% | Added |
| Fisher Asset Management, LLC | 229,921 | $12.6M | 0.01% | +132+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 214,883 | $11.8M | 0.02% | −1,225−0.6% | Reduced |
| Wellington Management Group LLP | 193,667 | $10.7M | 0.00% | −7,303−3.6% | Reduced |
| Public Sector Pension Investment Board | 193,591 | $10.6M | 0.05% | +7,530+4.0% | Added |
| Nuveen, LLC | 193,424 | $10.6M | 0.00% | −39,656−17.0% | Reduced |
| Earnest Partners LLC | 183,665 | $10.1M | 0.05% | −93,381−33.7% | Reduced |
| Wells Fargo & Company | 180,412 | $9.92M | 0.00% | −39,221−17.9% | Reduced |
| Rhumbline Advisers | 168,484 | $9.27M | 0.01% | −280.0% | Reduced |
| UBS Asset Management Americas Inc | 164,608 | $9.05M | 0.00% | +50,052+43.7% | Added |
| Edgestream Partners, L.P. | 160,619 | $8.83M | 0.25% | +160,619 | New |
| Jane Street Group, LLC | 158,239 | $8.70M | 0.01% | +40,767+34.7% | Added |
| Legal & General Group Plc | 156,362 | $8.60M | 0.00% | −3,569−2.2% | Reduced |
| Clearbridge Investments, LLC | 155,122 | $8.53M | 0.01% | −31,221−16.8% | Reduced |
| Great Lakes Advisors, LLC | 153,044 | $8.42M | 0.07% | −12,895−7.8% | Reduced |
| Lord, Abbett & Co. LLC | 144,868 | $7.97M | 0.03% | +4,691+3.3% | Added |
| UBS Group AG | 139,841 | $7.69M | 0.00% | +36,020+34.7% | Added |
| Barclays PLC | 130,773 | $7.19M | 0.00% | +39,133+42.7% | Added |
| Envestnet Asset Management Inc | 130,600 | $7.18M | 0.00% | −50,333−27.8% | Reduced |
| Ameriprise Financial Inc | 122,937 | $6.76M | 0.00% | −8,196−6.3% | Reduced |
| Crawford Investment Counsel Inc | 112,706 | $6.20M | 0.11% | −806−0.7% | Reduced |
| Swiss National Bank | 111,840 | $6.15M | 0.00% | −2,300−2.0% | Reduced |
| Susquehanna International Group, LLP | 104,391 | $5.74M | 0.01% | −10,066−8.8% | Reduced |
| First Trust Advisors LP | 101,214 | $5.57M | 0.00% | −5,501−5.2% | Reduced |
| Bridgeway Capital Management, LLC | 95,759 | $5.27M | 0.12% | 00.0% | Unchanged |
| Citigroup Inc | 92,991 | $5.11M | 0.00% | −19,029−17.0% | Reduced |
| Brandywine Global Investment Management, LLC | 87,139 | $4.79M | 0.03% | −3,300−3.6% | Reduced |
| AXA S.A. | 85,734 | $4.72M | 0.01% | +85,734 | New |
| SEI Investments Co | 83,298 | $4.58M | 0.01% | +16,668+25.0% | Added |
| Winton Group Ltd | 80,460 | $4.43M | 0.23% | +80,460 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,782 | $3.51M | 0.01% | +354+0.6% | Added |
| Bryn Mawr Trust Co | 61,198 | $3.37M | 0.06% | −2,173−3.4% | Reduced |
| Deutsche Bank AG | 59,485 | $3.27M | 0.00% | −7,395−11.1% | Reduced |
| Prudential Financial Inc | 59,336 | $3.26M | 0.00% | +1,785+3.1% | Added |
| Price T Rowe Associates Inc | 58,143 | $3.20M | 0.00% | +4,485+8.4% | Added |
| Great West Life Assurance Co | 56,379 | $3.10M | 0.00% | −4,037−6.7% | Reduced |
| Rafferty Asset Management, LLC | 55,250 | $3.04M | 0.01% | +11,930+27.5% | Added |
| California State Teachers Retirement System | 54,709 | $3.01M | 0.00% | +110+0.2% | Added |
| SG Americas Securities, LLC | 52,722 | $2.90M | 0.01% | +43,924+499.2% | Added |
| Hantz Financial Services, Inc. | 48,379 | $2.66M | 0.04% | −2,745−5.4% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.41M | 0.70% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 43,489 | $2.39M | 0.01% | −2,244−4.9% | Reduced |
| Wedge Capital Management L L P | 38,747 | $2.13M | 0.04% | −942−2.4% | Reduced |
| Comerica Bank | 37,943 | $2.09M | 0.01% | +679+1.8% | Added |
| Pathstone Holdings, LLC | 36,540 | $2.01M | 0.01% | −8,217−18.4% | Reduced |
| State of New Jersey Common Pension Fund D | 35,577 | $1.96M | 0.01% | −555−1.5% | Reduced |
| MetLife Investment Management | 34,604 | $1.90M | 0.01% | +781+2.3% | Added |
| State of Alaska, Department of Revenue | 33,787 | $1.86M | 0.02% | +1,285+4.0% | Added |
| Corbyn Investment Management Inc | 33,685 | $1.85M | 0.62% | −70−0.2% | Reduced |
| Aristotle Capital Boston, LLC | 33,418 | $1.84M | 0.09% | −6,309−15.9% | Reduced |
| State of Tennessee, Treasury Department | 33,230 | $1.83M | 0.01% | +5,219+18.6% | Added |
| Intech Investment Management LLC | 32,323 | $1.78M | 0.02% | +729+2.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,809 | $1.75M | 0.00% | −3,026−8.7% | Reduced |
| Illinois Municipal Retirement Fund | 31,471 | $1.73M | 0.02% | −332−1.0% | Reduced |
| Louisiana State Employees Retirement System | 26,500 | $1.46M | 0.03% | −1,100−4.0% | Reduced |
| HSBC Holdings PLC | 26,371 | $1.46M | 0.00% | +19,582+288.4% | Added |
| XTX Topco Ltd | 25,202 | $1.39M | 0.06% | +14,012+125.2% | Added |
| Private Advisor Group, LLC | 24,872 | $1.37M | 0.01% | −948−3.7% | Reduced |
| New York State Teachers Retirement System | 24,440 | $1.34M | 0.00% | +100+0.4% | Added |
| Janus Henderson Group PLC | 23,021 | $1.27M | 0.00% | −5,100−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 22,807 | $1.25M | 0.00% | −5,800−20.3% | Reduced |
| LPL Financial LLC | 22,651 | $1.25M | 0.00% | +1,330+6.2% | Added |
| The PNC Financial Services Group, Inc. | 22,374 | $1.23M | 0.00% | −759−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 21,440 | $1.18M | 0.01% | −10,031−31.9% | Reduced |
| Yousif Capital Management, LLC | 21,194 | $1.17M | 0.01% | −467−2.2% | Reduced |
| Bessemer Group Inc | 20,807 | $1.14M | 0.00% | +1,232+6.3% | Added |
| Teachers Retirement System of the State of Kentucky | 19,393 | $1.07M | 0.01% | −1,564−7.5% | Reduced |