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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 31,809 | $1.75M | 0.00% | −3,026−8.7% | Reduced |
| Intech Investment Management LLC | 32,323 | $1.78M | 0.02% | +729+2.3% | Added |
| State of Tennessee, Treasury Department | 33,230 | $1.83M | 0.01% | +5,219+18.6% | Added |
| Aristotle Capital Boston, LLC | 33,418 | $1.84M | 0.09% | −6,309−15.9% | Reduced |
| Corbyn Investment Management Inc | 33,685 | $1.85M | 0.62% | −70−0.2% | Reduced |
| State of Alaska, Department of Revenue | 33,787 | $1.86M | 0.02% | +1,285+4.0% | Added |
| MetLife Investment Management | 34,604 | $1.90M | 0.01% | +781+2.3% | Added |
| State of New Jersey Common Pension Fund D | 35,577 | $1.96M | 0.01% | −555−1.5% | Reduced |
| Pathstone Holdings, LLC | 36,540 | $2.01M | 0.01% | −8,217−18.4% | Reduced |
| Comerica Bank | 37,943 | $2.09M | 0.01% | +679+1.8% | Added |
| Wedge Capital Management L L P | 38,747 | $2.13M | 0.04% | −942−2.4% | Reduced |
| Thrivent Financial for Lutherans | 43,489 | $2.39M | 0.01% | −2,244−4.9% | Reduced |
| Siena Capital Partners GP, LLC | 43,819 | $2.41M | 0.70% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 48,379 | $2.66M | 0.04% | −2,745−5.4% | Reduced |
| SG Americas Securities, LLC | 52,722 | $2.90M | 0.01% | +43,924+499.2% | Added |
| California State Teachers Retirement System | 54,709 | $3.01M | 0.00% | +110+0.2% | Added |
| Rafferty Asset Management, LLC | 55,250 | $3.04M | 0.01% | +11,930+27.5% | Added |
| Great West Life Assurance Co | 56,379 | $3.10M | 0.00% | −4,037−6.7% | Reduced |
| Price T Rowe Associates Inc | 58,143 | $3.20M | 0.00% | +4,485+8.4% | Added |
| Prudential Financial Inc | 59,336 | $3.26M | 0.00% | +1,785+3.1% | Added |
| Deutsche Bank AG | 59,485 | $3.27M | 0.00% | −7,395−11.1% | Reduced |
| Bryn Mawr Trust Co | 61,198 | $3.37M | 0.06% | −2,173−3.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,782 | $3.51M | 0.01% | +354+0.6% | Added |
| Winton Group Ltd | 80,460 | $4.43M | 0.23% | +80,460 | New |
| SEI Investments Co | 83,298 | $4.58M | 0.01% | +16,668+25.0% | Added |
| AXA S.A. | 85,734 | $4.72M | 0.01% | +85,734 | New |
| Brandywine Global Investment Management, LLC | 87,139 | $4.79M | 0.03% | −3,300−3.6% | Reduced |
| Citigroup Inc | 92,991 | $5.11M | 0.00% | −19,029−17.0% | Reduced |
| Bridgeway Capital Management, LLC | 95,759 | $5.27M | 0.12% | 00.0% | Unchanged |
| First Trust Advisors LP | 101,214 | $5.57M | 0.00% | −5,501−5.2% | Reduced |
| Susquehanna International Group, LLP | 104,391 | $5.74M | 0.01% | −10,066−8.8% | Reduced |
| Swiss National Bank | 111,840 | $6.15M | 0.00% | −2,300−2.0% | Reduced |
| Crawford Investment Counsel Inc | 112,706 | $6.20M | 0.11% | −806−0.7% | Reduced |
| Ameriprise Financial Inc | 122,937 | $6.76M | 0.00% | −8,196−6.3% | Reduced |
| Envestnet Asset Management Inc | 130,600 | $7.18M | 0.00% | −50,333−27.8% | Reduced |
| Barclays PLC | 130,773 | $7.19M | 0.00% | +39,133+42.7% | Added |
| UBS Group AG | 139,841 | $7.69M | 0.00% | +36,020+34.7% | Added |
| Lord, Abbett & Co. LLC | 144,868 | $7.97M | 0.03% | +4,691+3.3% | Added |
| Great Lakes Advisors, LLC | 153,044 | $8.42M | 0.07% | −12,895−7.8% | Reduced |
| Clearbridge Investments, LLC | 155,122 | $8.53M | 0.01% | −31,221−16.8% | Reduced |
| Legal & General Group Plc | 156,362 | $8.60M | 0.00% | −3,569−2.2% | Reduced |
| Jane Street Group, LLC | 158,239 | $8.70M | 0.01% | +40,767+34.7% | Added |
| Edgestream Partners, L.P. | 160,619 | $8.83M | 0.25% | +160,619 | New |
| UBS Asset Management Americas Inc | 164,608 | $9.05M | 0.00% | +50,052+43.7% | Added |
| Rhumbline Advisers | 168,484 | $9.27M | 0.01% | −280.0% | Reduced |
| Wells Fargo & Company | 180,412 | $9.92M | 0.00% | −39,221−17.9% | Reduced |
| Earnest Partners LLC | 183,665 | $10.1M | 0.05% | −93,381−33.7% | Reduced |
| Nuveen, LLC | 193,424 | $10.6M | 0.00% | −39,656−17.0% | Reduced |
| Public Sector Pension Investment Board | 193,591 | $10.6M | 0.05% | +7,530+4.0% | Added |
| Wellington Management Group LLP | 193,667 | $10.7M | 0.00% | −7,303−3.6% | Reduced |
| Royal Bank of Canada | 203,656 | $11.2M | 0.00% | −19,396−8.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 214,883 | $11.8M | 0.02% | −1,225−0.6% | Reduced |
| Fisher Asset Management, LLC | 229,921 | $12.6M | 0.01% | +132+0.1% | Added |
| Renaissance Technologies LLC | 232,426 | $12.8M | 0.02% | +104,200+81.3% | Added |
| New York State Common Retirement Fund | 232,691 | $12.8M | 0.02% | +875+0.4% | Added |
| Goldman Sachs Group Inc | 267,143 | $14.7M | 0.00% | −38,168−12.5% | Reduced |
| Millennium Management LLC | 311,319 | $17.1M | 0.02% | +238,593+328.1% | Added |
| Principal Financial Group Inc | 329,658 | $18.1M | 0.01% | +5,392+1.7% | Added |
| Boston Partners | 350,327 | $19.2M | 0.02% | +6,755+2.0% | Added |
| Morgan Stanley | 435,295 | $23.9M | 0.00% | +16,025+3.8% | Added |
| Bank of New York Mellon Corp | 439,147 | $24.2M | 0.00% | −12,071−2.7% | Reduced |
| Standard Life Aberdeen plc | 440,936 | $24.3M | 0.04% | −83,905−16.0% | Reduced |
| Raymond James Financial Inc | 441,671 | $24.3M | 0.01% | +105,983+31.6% | Added |
| Manufacturers Life Insurance Company, The | 582,334 | $32.0M | 0.03% | −15,315−2.6% | Reduced |
| Northern Trust Corp | 635,168 | $34.9M | 0.00% | −144,752−18.6% | Reduced |
| Alliancebernstein L.P. | 649,420 | $35.7M | 0.01% | −54,895−7.8% | Reduced |
| Norges Bank | 670,177 | $36.9M | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 711,691 | $39.1M | 0.01% | −36,394−4.9% | Reduced |
| Palisade Capital Management LLC | 726,008 | $39.9M | 1.13% | −21,994−2.9% | Reduced |
| Bank of America Corp | 746,077 | $41.0M | 0.00% | −250,099−25.1% | Reduced |
| Brown Advisory Inc | 761,455 | $41.9M | 0.06% | −46,347−5.7% | Reduced |
| Frontier Capital Management Co LLC | 768,364 | $42.3M | 0.39% | +9,765+1.3% | Added |
| American Century Companies Inc | 774,208 | $42.6M | 0.02% | −77,007−9.0% | Reduced |
| Pzena Investment Management LLC | 811,169 | $44.6M | 0.15% | +23,360+3.0% | Added |
| Cooke & Bieler LP | 893,736 | $49.2M | 0.49% | +1,450+0.2% | Added |
| Invesco Ltd. | 985,367 | $54.2M | 0.01% | +15,891+1.6% | Added |
| Champlain Investment Partners, LLC | 1,209,143 | $66.5M | 0.46% | −6,778−0.6% | Reduced |
| Geode Capital Management, LLC | 1,415,940 | $77.9M | 0.01% | −18,841−1.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,504,050 | $82.7M | 0.05% | −816,716−35.2% | Reduced |
| JPMorgan Chase & Co | 1,511,110 | $83.1M | 0.01% | −74,364−4.7% | Reduced |
| Macquarie Group Ltd | 1,959,887 | $107.8M | 0.13% | +43,903+2.3% | Added |
| Franklin Resources Inc | 2,610,976 | $143.6M | 0.04% | +27,151+1.1% | Added |
| State Street Corp | 2,995,051 | $164.7M | 0.01% | −111,687−3.6% | Reduced |
| Dimensional Fund Advisors LP | 3,666,987 | $201.7M | 0.05% | −121,420−3.2% | Reduced |
| Vanguard Group Inc | 6,360,937 | $349.9M | 0.01% | −269,170−4.1% | Reduced |
| BlackRock, Inc. | 8,155,409 | $448.5M | 0.01% | −390,693−4.6% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −36,936−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −30,564−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −20,308−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,491−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,922−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,931−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −4,264−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −4,173−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |