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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.

Institutional holdersQ2 2025: 286 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ2 2025: $2.82B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2025.

Institutions holding WSFS in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Jacobi Capital Management LLC4,500$247.5K0.02%00.0%Unchanged
Xponance, Inc.4,506$247.8K0.00%+67+1.5%Added
Guggenheim Capital LLC4,669$256.8K0.00%+457+10.8%Added
Profund Advisors LLC4,762$261.9K0.01%−196−4.0%Reduced
HighTower Advisors, LLC4,785$263.2K0.00%−493−9.3%Reduced
Truist Financial Corp4,824$265.3K0.00%−68−1.4%Reduced
Graham Capital Management, L.P.4,828$265.5K0.01%−29,051−85.7%Reduced
Quest Partners LLC5,012$275.7K0.03%+3,432+217.2%Added
EntryPoint Capital, LLC5,050$277.8K0.14%+5,050New
Allegheny Financial Group LTD5,098$280.4K0.06%+16+0.3%Added
Strid Group, LLC5,103$280.7K0.04%+5,103New
Mutual Advisors, LLC5,082$286.4K0.01%00.0%Unchanged
Ethos Financial Group, LLC5,225$287.4K0.02%+5,225New
Citadel Advisors LLC5,378$295.8K0.00%+5,378New
State of Wisconsin Investment Board5,482$301.5K0.00%−720−11.6%Reduced
FMR LLC5,497$302.3K0.00%+633+13.0%Added
Inceptionr LLC5,529$304.1K0.07%+5,529New
BLB&B Advisors, LLC5,610$308.6K0.01%00.0%Unchanged
Forum Financial Management, LP5,733$315.3K0.00%+116+2.1%Added
Ameritas Investment Partners, Inc.6,027$331.5K0.01%00.0%Unchanged
Planning Directions Inc6,157$338.7K0.19%+6,157New
Lido Advisors, LLC6,164$339.1K0.00%−170−2.7%Reduced
Westover Capital Advisors, LLC6,185$340.2K0.07%00.0%Unchanged
Janney Montgomery Scott LLC6,222$342.0K0.00%+7+0.1%Added
STRS Ohio6,300$346.5K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA6,339$348.6K0.00%+1,736+37.7%Added
FineMark National Bank & Trust6,515$358.3K0.01%00.0%Unchanged
MQS Management LLC6,652$365.9K0.20%+6,652New
Balyasny Asset Management LLC6,956$382.6K0.00%+6,956New
Haverford Trust Co7,000$385.0K0.00%00.0%Unchanged
Alps Advisors Inc7,035$386.9K0.00%+135+2.0%Added
CIBC World Markets Corp7,151$393.3K0.00%−5,835−44.9%Reduced
Mutual of America Capital Management LLC7,294$401.2K0.00%−1,248−14.6%Reduced
Two Sigma Investments, LP7,566$416.1K0.00%+7,566New
Pine Valley Investments Ltd Liability Co7,675$422.1K0.02%+13+0.2%Added
Pictet Asset Management Holding SA8,036$442.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)8,467$465.7K0.01%+6,421+313.8%Added
Public Employees Retirement Association of Colorado8,596$473.0K0.00%00.0%Unchanged
Royce & Associates LP8,732$480.3K0.00%00.0%Unchanged
Bank of Montreal9,106$500.8K0.00%+100+1.1%Added
Commonwealth Equity Services, LLC9,111$501.0K0.00%−3,470−27.6%Reduced
Ironwood Investment Management LLC9,270$509.9K0.25%00.0%Unchanged
Stifel Financial Corp9,345$514.0K0.00%−6,903−42.5%Reduced
Toroso Investments, LLC9,629$529.6K0.00%+9,629New
Wiley Bros.-Aintree Capital, LLC9,734$535.4K0.00%−2,074−17.6%Reduced
Russell Investments Group, Ltd.9,799$539.0K0.00%−558−5.4%Reduced
HRT Financial LP9,840$541.0K0.00%−4,194−29.9%Reduced
Los Angeles Capital Management LLC10,124$556.8K0.00%00.0%Unchanged
Equitable Holdings, Inc.10,174$559.6K0.00%−1,232−10.8%Reduced
Brevan Howard Capital Management LP10,653$585.9K0.01%+6,290+144.2%Added
Readystate Asset Management LP11,145$613.0K0.03%+11,145New
Univest Financial Corp11,616$638.9K0.04%−270−2.3%Reduced
Sanctuary Advisors, LLC11,994$659.7K0.00%−600−4.8%Reduced
Marshall Financial Group Inc12,075$664.1K0.20%00.0%Unchanged
Teacher Retirement System of Texas12,282$675.5K0.00%−1,148−8.5%Reduced
KLP Kapitalforvaltning AS12,530$689.1K0.00%+1,000+8.7%Added
Bryce Point Capital, LLC12,692$698.1K0.59%−3,776−22.9%Reduced
ProShare Advisors LLC12,930$711.1K0.00%−853−6.2%Reduced
Henshaw Capital LLC12,980$713.9K0.03%00.0%Unchanged
Oregon Public Employees Retirement Fund13,003$715.2K0.01%−400−3.0%Reduced
Glenmede Investment Management, LP13,101$720.6K0.00%+13,101New
Police & Firemen's Retirement System of New Jersey13,212$726.7K0.01%+587+4.6%Added
Diversified Trust Co13,520$743.6K0.02%+750+5.9%Added
D. E. Shaw & Co., Inc.13,770$757.4K0.00%+13,770New
Verdence Capital Advisors LLC14,000$770.0K0.05%00.0%Unchanged
Mill Creek Capital Advisors, LLC14,085$774.7K0.02%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,577$801.7K0.00%+540+3.8%Added
Twinbeech Capital LP14,929$821.1K0.02%+14,929New
Campbell & CO Investment Adviser LLC15,009$825.5K0.05%+15,009New
Lountzis Asset Management, LLC15,071$828.9K0.29%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)15,447$849.6K0.00%+4,775+44.7%Added
Victory Capital Management Inc15,480$851.4K0.00%−5,845−27.4%Reduced
Handelsbanken Fonder AB15,705$864.0K0.00%−400−2.5%Reduced
AQR Capital Management LLC15,870$872.9K0.00%+5,523+53.4%Added
Gamco Investors, Inc. Et Al15,912$875.2K0.01%+15,912New
Voya Investment Management LLC16,081$884.5K0.00%+122+0.8%Added
Amalgamated Bank16,234$893.0K0.01%−466−2.8%Reduced
Maryland State Retirement & Pension System16,686$917.7K0.02%−431−2.5%Reduced
Cerity Partners LLC16,890$928.9K0.00%+4,155+32.6%Added
Arizona State Retirement System17,080$939.4K0.01%+195+1.2%Added
Natixis Advisors, L.P.17,304$952.0K0.00%+3,216+22.8%Added
Modera Wealth Management, LLC17,416$957.9K0.01%−818−4.5%Reduced
State Board of Administration of Florida Retirement System17,430$958.6K0.00%00.0%Unchanged
Gsa Capital Partners LLP18,662$1.03M0.07%+13,523+263.1%Added
Squarepoint Ops LLC18,697$1.03M0.00%+18,697New
Salzhauer Michael19,329$1.06M0.67%−1,980−9.3%Reduced
Teachers Retirement System of the State of Kentucky19,393$1.07M0.01%−1,564−7.5%Reduced
Bessemer Group Inc20,807$1.14M0.00%+1,232+6.3%Added
Yousif Capital Management, LLC21,194$1.17M0.01%−467−2.2%Reduced
Avantax Advisory Services, Inc.21,440$1.18M0.01%−10,031−31.9%Reduced
The PNC Financial Services Group, Inc.22,374$1.23M0.00%−759−3.3%Reduced
LPL Financial LLC22,651$1.25M0.00%+1,330+6.2%Added
Ensign Peak Advisors, Inc22,807$1.25M0.00%−5,800−20.3%Reduced
Janus Henderson Group PLC23,021$1.27M0.00%−5,100−18.1%Reduced
New York State Teachers Retirement System24,440$1.34M0.00%+100+0.4%Added
Private Advisor Group, LLC24,872$1.37M0.01%−948−3.7%Reduced
XTX Topco Ltd25,202$1.39M0.06%+14,012+125.2%Added
HSBC Holdings PLC26,371$1.46M0.00%+19,582+288.4%Added
Louisiana State Employees Retirement System26,500$1.46M0.03%−1,100−4.0%Reduced
Illinois Municipal Retirement Fund31,471$1.73M0.02%−332−1.0%Reduced