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, 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
- 51.3M
- −1.95M (−3.7%) vs. Q1 2025
- Total value
- $2.82B
- +$59.4M (+2.1%) vs. Q1 2025
- New holders
- 41
- 80 more added
- Sold out
- 16
- 107 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $165 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $220 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $220 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 6 | $330 | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 8 | $440 | 0.00% | −6−42.9% | Reduced |
| Huntington National Bank | 9 | $495 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $550 | 0.00% | −13−56.5% | Reduced |
| SRS Capital Advisors, Inc. | 10 | $550 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $605 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $660 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $880 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $935 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 19 | $1.04K | 0.00% | +19 | New |
| Steward Partners Investment Advisory, LLC | 20 | $1.10K | 0.00% | −168−89.4% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $1.43K | 0.00% | −23−46.9% | Reduced |
| True Wealth Design, LLC | 28 | $1.54K | 0.00% | −1−3.4% | Reduced |
| Geneos Wealth Management Inc. | 30 | $1.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.81K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36 | $1.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $2.09K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 51 | $2.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $2.82K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $3.19K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 66 | $3.63K | 0.00% | +16+32.0% | Added |
| WPG Advisers, LLC | 78 | $4.29K | 0.00% | −2−2.5% | Reduced |
| Private Trust Co NA | 90 | $4.95K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 90 | $4.95K | 0.00% | +62+221.4% | Added |
| Danske Bank A/S | 100 | $5.50K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 105 | $5.78K | 0.00% | +30+40.0% | Added |
| Private Wealth Management Group, LLC | 115 | $6.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 128 | $7.00K | 0.00% | +3+2.4% | Added |
| IFP Advisors, Inc | 128 | $7.04K | 0.00% | +128 | New |
| Rothschild Investment LLC | 130 | $7.15K | 0.00% | +20+18.2% | Added |
| Optiver Holding B.V. | 147 | $8.09K | 0.00% | −23−13.5% | Reduced |
| First Horizon Advisors, Inc. | 152 | $8.36K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 186 | $10.2K | 0.00% | +186 | New |
| Umb Bank N A | 196 | $10.8K | 0.00% | −66−25.2% | Reduced |
| Fifth Third Bancorp | 199 | $10.9K | 0.00% | −51−20.4% | Reduced |
| Covestor Ltd | 214 | $11.0K | 0.01% | +17+8.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 249 | $13.8K | 0.00% | +249 | New |
| Parallel Advisors, LLC | 251 | $13.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 280 | $15.4K | 0.00% | −252−47.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 289 | $15.9K | 0.00% | +181+167.6% | Added |
| Quarry LP | 313 | $17.2K | 0.00% | +313 | New |
| Harbor Capital Advisors, Inc. | 319 | $18.0K | 0.00% | −44−12.1% | Reduced |
| Principal Securities, Inc. | 361 | $19.9K | 0.00% | −168−31.8% | Reduced |
| Costello Asset Management, INC | 430 | $23.6K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 470 | $25.9K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 600 | $33.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 616 | $33.9K | 0.00% | +267+76.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 634 | $35.0K | 0.00% | +634 | New |
| Global Retirement Partners, LLC | 714 | $39.3K | 0.00% | +714 | New |
| Public Employees Retirement System of Ohio | 721 | $39.7K | 0.00% | −34−4.5% | Reduced |
| VSM Wealth Advisory, LLC | 750 | $41.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 860 | $47.3K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 881 | $48.5K | 0.01% | +844+2,281.1% | Added |
| CWM, LLC | 920 | $51.0K | 0.00% | +219+31.2% | Added |
| EverSource Wealth Advisors, LLC | 972 | $53.5K | 0.00% | +706+265.4% | Added |
| South State Corp. | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,030 | $56.6K | 0.01% | +50+5.1% | Added |
| Farther Finance Advisors, LLC | 1,250 | $68.8K | 0.00% | +1,076+618.4% | Added |
| Parkside Financial Bank & Trust | 1,437 | $79.0K | 0.01% | +212+17.3% | Added |
| Trust Co of Toledo NA | 1,500 | $82.5K | 0.01% | +1,500 | New |
| POM Investment Strategies, LLC | 1,506 | $82.8K | 0.06% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,568 | $86.2K | 0.00% | +558+55.2% | Added |
| GAMMA Investing LLC | 1,695 | $93.2K | 0.01% | −343−16.8% | Reduced |
| Basswood Capital Management, L.L.C. | 1,711 | $94.1K | 0.00% | −247,038−99.3% | Reduced |
| KBC Group NV | 1,913 | $105.0K | 0.00% | −1,168−37.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,614 | $143.8K | 0.00% | −11−0.4% | Reduced |
| Hamilton Capital Partners Inc. | 2,826 | $155.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,019 | $166.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,045 | $167.6K | 0.01% | −396−11.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,117 | $171.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,423 | $188.3K | 0.00% | +610+21.7% | Added |
| Mackenzie Financial Corp | 3,700 | $203.5K | 0.00% | +3,700 | New |
| Jain Global LLC | 3,700 | $203.5K | 0.00% | +3,700 | New |
| Advisor Group Holdings, Inc. | 3,889 | $214.0K | 0.00% | +770+24.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,895 | $214.0K | 0.00% | +3,895 | New |
| Crossmark Global Holdings, Inc. | 3,938 | $216.6K | 0.00% | +3,938 | New |
| CIBC Asset Management Inc | 3,992 | $219.6K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,008 | $220.4K | 0.01% | +4,008 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,038 | $222.1K | 0.03% | +4,038 | New |
| Lansing Street Advisors | 4,056 | $223.1K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 4,101 | $225.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,101 | $226.0K | 0.00% | −2,068−33.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,850 | $227.4K | 0.00% | +3,850 | New |
| Quantinno Capital Management LP | 4,146 | $228.1K | 0.00% | +4,146 | New |
| Sageworth Trust Co | 4,181 | $230.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,269 | $234.8K | 0.00% | −261−5.8% | Reduced |
| Savant Capital, LLC | 4,270 | $234.8K | 0.00% | +4,270 | New |
| Virtu Financial LLC | 4,289 | $236.0K | 0.01% | +4,289 | New |
| Engineers Gate Manager LP | 4,333 | $238.3K | 0.00% | +4,333 | New |
| Kestra Advisory Services, LLC | 4,381 | $241.0K | 0.00% | +103+2.4% | Added |
| Mariner, LLC | 4,454 | $245.0K | 0.00% | −354−7.4% | Reduced |
| Affinity Wealth Management LLC | 4,460 | $245.3K | 0.04% | −32−0.7% | Reduced |
| JustInvest LLC | 4,469 | $246.5K | 0.00% | −347−7.2% | Reduced |
| Colony Group, LLC | 4,496 | $247.3K | 0.00% | −99−2.2% | Reduced |