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