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, Q3 2025
Institutional positions in WSFS Financial Corp as of Sep 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
- 294
- +13 vs. Q2 2025
- Shares held
- 51.8M
- +1.21M (+2.4%) vs. Q2 2025
- Total value
- $2.80B
- +$12.1M (+0.4%) vs. Q2 2025
- New holders
- 41
- 86 more added
- Sold out
- 28
- 106 more reduced
5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 3 | $0 | 0.00% | −211−98.6% | Reduced |
| Cloud Capital Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Manchester Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $215 | 0.00% | +1+33.3% | Added |
| Larson Financial Group LLC | 4 | $216 | 0.00% | −6−60.0% | Reduced |
| Abound Wealth Management | 4 | $216 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $270 | 0.00% | −1−16.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 6 | $320 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $432 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 9 | $485 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $540 | 0.00% | −176−94.6% | Reduced |
| Bruce G. Allen Investments, LLC | 11 | $593 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $700 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $863 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $917 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.08K | 0.00% | +1+5.3% | Added |
| JFS Wealth Advisors, LLC | 26 | $1.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $1.51K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $1.67K | 0.00% | +31 | New |
| Massmutual Trust Co FSB | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $2.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $2.77K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 53 | $2.86K | 0.00% | +53 | New |
| WPG Advisers, LLC | 62 | $3.34K | 0.00% | −16−20.5% | Reduced |
| Bare Financial Services, Inc | 90 | $4.85K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $5.45K | 0.00% | +101 | New |
| Private Trust Co NA | 109 | $5.88K | 0.00% | +19+21.1% | Added |
| Rothschild Investment LLC | 112 | $6.04K | 0.00% | −18−13.8% | Reduced |
| Private Wealth Management Group, LLC | 115 | $6.20K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 118 | $6.36K | 0.00% | +118 | New |
| Hemington Wealth Management | 133 | $7.00K | 0.00% | +5+3.9% | Added |
| IFP Advisors, Inc | 146 | $7.87K | 0.00% | +18+14.1% | Added |
| Root Financial Partners, LLC | 178 | $9.60K | 0.00% | +178 | New |
| Umb Bank N A | 238 | $12.8K | 0.00% | +42+21.4% | Added |
| Fifth Third Bancorp | 250 | $13.5K | 0.00% | +51+25.6% | Added |
| Parallel Advisors, LLC | 251 | $13.5K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 259 | $14.0K | 0.00% | +112+76.2% | Added |
| Versant Capital Management, Inc | 280 | $15.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 292 | $15.7K | 0.00% | −324−52.6% | Reduced |
| Harbor Capital Advisors, Inc. | 321 | $17.0K | 0.00% | +2+0.6% | Added |
| Wealthspire Advisors, LLC | 320 | $17.3K | 0.00% | +320 | New |
| Principal Securities, Inc. | 361 | $19.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 430 | $23.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 431 | $23.2K | 0.01% | +427+10,675.0% | Added |
| Jones Financial Companies LLLP | 433 | $23.9K | 0.00% | +328+312.4% | Added |
| Nomura Asset Management Co Ltd | 470 | $25.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 583 | $31.4K | 0.00% | +583 | New |
| Crowley Wealth Management, Inc. | 600 | $32.4K | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 614 | $33.0K | 0.00% | −20−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 670 | $36.2K | 0.00% | +670 | New |
| Global Retirement Partners, LLC | 703 | $37.9K | 0.00% | −11−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 742 | $40.0K | 0.00% | +21+2.9% | Added |
| VSM Wealth Advisory, LLC | 750 | $40.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 813 | $43.8K | 0.01% | +500+159.7% | Added |
| AdvisorNet Financial, Inc | 860 | $46.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 927 | $50.0K | 0.00% | −45−4.6% | Reduced |
| South State Corp. | 1,000 | $53.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,030 | $55.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,301 | $70.2K | 0.00% | +1,291+12,910.0% | Added |
| Parkside Financial Bank & Trust | 1,435 | $77.4K | 0.01% | −2−0.1% | Reduced |
| Seneschal Advisors, LLC | 1,450 | $78.2K | 0.06% | +1,450 | New |
| Trust Co of Toledo NA | 1,500 | $80.9K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,506 | $81.2K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 1,913 | $103.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,939 | $104.6K | 0.01% | +244+14.4% | Added |
| LSV Asset Management | 2,400 | $129.0K | 0.00% | +2,400 | New |
| Nisa Investment Advisors, LLC | 2,817 | $151.9K | 0.00% | +203+7.8% | Added |
| Hamilton Capital Partners Inc. | 2,826 | $152.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,889 | $155.8K | 0.00% | −5,578−65.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,019 | $162.8K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 3,114 | $168.0K | 0.00% | +2,194+238.5% | Added |
| Northwestern Mutual Wealth Management Co | 3,117 | $168.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,263 | $177.1K | 0.01% | +218+7.2% | Added |
| Point72 (DIFC) Ltd | 3,598 | $194.1K | 0.01% | +3,598 | New |
| Farther Finance Advisors, LLC | 3,722 | $200.7K | 0.00% | +2,472+197.8% | Added |
| Bank of Montreal | 3,790 | $204.4K | 0.00% | −5,316−58.4% | Reduced |
| US Bancorp | 3,845 | $207.4K | 0.00% | +422+12.3% | Added |
| Captrust Financial Advisors | 3,847 | $207.5K | 0.00% | +3,847 | New |
| Crossmark Global Holdings, Inc. | 3,867 | $208.5K | 0.00% | −71−1.8% | Reduced |
| CIBC Asset Management Inc | 3,869 | $208.7K | 0.00% | −123−3.1% | Reduced |
| Sterling Capital Management LLC | 3,878 | $209.1K | 0.00% | +2,310+147.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,002 | $215.8K | 0.03% | −36−0.9% | Reduced |
| Lansing Street Advisors | 4,068 | $219.4K | 0.06% | +12+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,101 | $221.0K | 0.00% | +206+5.3% | Added |
| Advisor Group Holdings, Inc. | 3,867 | $221.1K | 0.00% | −22−0.6% | Reduced |
| Stephens Inc | 4,101 | $221.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,106 | $221.4K | 0.00% | −14,591−78.0% | Reduced |
| Colony Group, LLC | 4,159 | $224.3K | 0.00% | −337−7.5% | Reduced |
| Sageworth Trust Co | 4,181 | $225.5K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,255 | $229.5K | 0.00% | +4,255 | New |
| PharVision Advisers, LLC | 4,276 | $230.6K | 0.13% | +4,276 | New |
| Ascent Group, LLC | 4,302 | $232.0K | 0.01% | +4,302 | New |
| Truist Financial Corp | 4,310 | $232.4K | 0.00% | −514−10.7% | Reduced |
| Mercer Global Advisors Inc | 4,325 | $233.2K | 0.00% | +56+1.3% | Added |
| Ieq Capital, LLC | 4,338 | $234.0K | 0.00% | +4,338 | New |
| Creative Planning | 4,356 | $234.9K | 0.00% | +4,356 | New |
| Kestra Advisory Services, LLC | 4,370 | $235.7K | 0.00% | −11−0.3% | Reduced |