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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 4,397 | $237.1K | 0.00% | −109−2.4% | Reduced |
| Affinity Wealth Management LLC | 4,460 | $240.5K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,466 | $240.9K | 0.00% | +196+4.6% | Added |
| Profund Advisors LLC | 4,473 | $241.2K | 0.01% | −289−6.1% | Reduced |
| Jacobi Capital Management LLC | 4,500 | $242.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,679 | $252.3K | 0.01% | −1,348−22.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,763 | $257.0K | 0.04% | +4,763 | New |
| Mutual Advisors, LLC | 5,082 | $268.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 5,037 | $271.7K | 0.04% | +5,037 | New |
| Strid Group, LLC | 5,103 | $275.2K | 0.03% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 5,113 | $275.8K | 0.05% | +15+0.3% | Added |
| HighTower Advisors, LLC | 5,125 | $276.4K | 0.00% | +340+7.1% | Added |
| Blueshift Asset Management, LLC | 5,177 | $279.2K | 0.09% | +5,177 | New |
| Ethos Financial Group, LLC | 5,241 | $282.6K | 0.02% | +16+0.3% | Added |
| Mariner, LLC | 5,411 | $291.8K | 0.00% | +957+21.5% | Added |
| State of Wisconsin Investment Board | 5,478 | $295.4K | 0.00% | −4−0.1% | Reduced |
| JustInvest LLC | 5,500 | $297.3K | 0.00% | +1,031+23.1% | Added |
| Sanctuary Advisors, LLC | 5,579 | $300.9K | 0.00% | −6,415−53.5% | Reduced |
| BLB&B Advisors, LLC | 5,610 | $302.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,734 | $309.2K | 0.00% | +10.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,892 | $317.6K | 0.00% | +2,042+53.0% | Added |
| CIBC Bancorp USA Inc. | 5,970 | $322.0K | 0.00% | +5,970 | New |
| Y-Intercept (Hong Kong) Ltd | 5,992 | $323.1K | 0.01% | +5,992 | New |
| Gsa Capital Partners LLP | 6,026 | $325.0K | 0.03% | −12,636−67.7% | Reduced |
| ISAM Funds (UK) Ltd | 6,165 | $332.5K | 0.07% | +6,165 | New |
| Planning Directions Inc | 6,176 | $333.1K | 0.17% | +19+0.3% | Added |
| Westover Capital Advisors, LLC | 6,185 | $333.6K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 6,228 | $336.0K | 0.00% | +6+0.1% | Added |
| Mutual of America Capital Management LLC | 6,269 | $338.1K | 0.00% | −1,025−14.1% | Reduced |
| STRS Ohio | 6,300 | $339.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,389 | $344.6K | 0.00% | +225+3.7% | Added |
| FineMark National Bank & Trust | 6,515 | $351.4K | 0.01% | 00.0% | Unchanged |
| Sippican Capital Advisors | 6,943 | $374.4K | 0.25% | +6,943 | New |
| SG Americas Securities, LLC | 6,976 | $376.0K | 0.00% | −45,746−86.8% | Reduced |
| Haverford Trust Co | 7,000 | $377.5K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 7,240 | $390.5K | 0.00% | +284+4.1% | Added |
| Two Sigma Investments, LP | 7,251 | $391.0K | 0.00% | −315−4.2% | Reduced |
| FMR LLC | 7,462 | $402.4K | 0.00% | +1,965+35.7% | Added |
| Quantinno Capital Management LP | 7,491 | $404.0K | 0.00% | +3,345+80.7% | Added |
| Vestcor Inc | 7,553 | $407.0K | 0.01% | +7,553 | New |
| Pine Valley Investments Ltd Liability Co | 7,687 | $414.6K | 0.02% | +12+0.2% | Added |
| Stifel Financial Corp | 7,876 | $424.8K | 0.00% | −1,469−15.7% | Reduced |
| Pictet Asset Management Holding SA | 8,036 | $433.4K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,046 | $433.9K | 0.01% | −8,640−51.8% | Reduced |
| Public Employees Retirement Association of Colorado | 8,596 | $464.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,646 | $466.3K | 0.01% | +8,646 | New |
| Royce & Associates LP | 8,732 | $470.9K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 9,270 | $499.9K | 0.22% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,474 | $510.9K | 0.00% | −155−1.6% | Reduced |
| Equitable Holdings, Inc. | 10,200 | $550.1K | 0.00% | +26+0.3% | Added |
| Modera Wealth Management, LLC | 10,216 | $550.9K | 0.01% | −7,200−41.3% | Reduced |
| Voya Investment Management LLC | 10,239 | $552.2K | 0.00% | −5,842−36.3% | Reduced |
| Cerity Partners LLC | 10,423 | $562.1K | 0.00% | −6,467−38.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,510 | $562.7K | 0.00% | +776+8.0% | Added |
| ProShare Advisors LLC | 10,549 | $568.9K | 0.00% | −2,381−18.4% | Reduced |
| Henshaw Capital LLC | 10,622 | $572.8K | 0.02% | −2,358−18.2% | Reduced |
| Brevan Howard Capital Management LP | 10,687 | $576.4K | 0.01% | +34+0.3% | Added |
| MQS Management LLC | 11,251 | $606.8K | 0.35% | +4,599+69.1% | Added |
| Los Angeles Capital Management LLC | 11,384 | $613.9K | 0.00% | +1,260+12.4% | Added |
| Univest Financial Corp | 11,616 | $626.5K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 12,075 | $651.2K | 0.18% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 12,207 | $658.3K | 0.00% | −10,600−46.5% | Reduced |
| KLP Kapitalforvaltning AS | 12,330 | $665.0K | 0.00% | −200−1.6% | Reduced |
| Oregon Public Employees Retirement Fund | 12,603 | $679.7K | 0.01% | −400−3.1% | Reduced |
| Diversified Trust Co | 13,520 | $729.1K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,611 | $734.0K | 0.01% | −2,301−14.5% | Reduced |
| Verdence Capital Advisors LLC | 14,000 | $752.4K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 14,085 | $759.6K | 0.02% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 14,224 | $767.1K | 0.00% | +1,123+8.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,254 | $768.7K | 0.00% | −323−2.2% | Reduced |
| Teacher Retirement System of Texas | 14,262 | $769.1K | 0.00% | +1,980+16.1% | Added |
| SummerHaven Investment Management, LLC | 14,562 | $785.3K | 0.46% | +14,562 | New |
| Lountzis Asset Management, LLC | 15,071 | $812.8K | 0.27% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 15,667 | $844.9K | 0.00% | +9,328+147.2% | Added |
| Handelsbanken Fonder AB | 15,705 | $847.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 16,060 | $866.1K | 0.01% | +2,848+21.6% | Added |
| Amalgamated Bank | 16,113 | $869.0K | 0.01% | −121−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,357 | $882.0K | 0.01% | −3,036−15.7% | Reduced |
| Arizona State Retirement System | 16,786 | $905.3K | 0.00% | −294−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 16,831 | $907.7K | 0.00% | +3,061+22.2% | Added |
| Campbell & CO Investment Adviser LLC | 17,050 | $919.5K | 0.07% | +2,041+13.6% | Added |
| Yousif Capital Management, LLC | 17,308 | $933.4K | 0.01% | −3,886−18.3% | Reduced |
| State Board of Administration of Florida Retirement System | 17,401 | $938.4K | 0.00% | −29−0.2% | Reduced |
| Russell Investments Group, Ltd. | 17,550 | $946.5K | 0.00% | +7,751+79.1% | Added |
| Victory Capital Management Inc | 17,963 | $968.7K | 0.00% | +2,483+16.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,194 | $1.04M | 0.00% | +3,747+24.3% | Added |
| WSFS Capital Management, LLC | 19,494 | $1.05M | 0.05% | +19,494 | New |
| Cetera Investment Advisers | 20,584 | $1.11M | 0.00% | +20,584 | New |
| Natixis Advisors, L.P. | 20,806 | $1.12M | 0.00% | +3,502+20.2% | Added |
| Bessemer Group Inc | 20,894 | $1.13M | 0.00% | +87+0.4% | Added |
| Tudor Investment Corp Et Al | 21,382 | $1.15M | 0.01% | +21,382 | New |
| Quantbot Technologies LP | 21,667 | $1.17M | 0.03% | +21,667 | New |
| The PNC Financial Services Group, Inc. | 22,146 | $1.19M | 0.00% | −228−1.0% | Reduced |
| LPL Financial LLC | 22,447 | $1.21M | 0.00% | −204−0.9% | Reduced |
| Janus Henderson Group PLC | 23,021 | $1.24M | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 23,501 | $1.27M | 0.00% | +13,661+138.8% | Added |
| New York State Teachers Retirement System | 24,740 | $1.33M | 0.00% | +300+1.2% | Added |
| Private Advisor Group, LLC | 24,906 | $1.34M | 0.01% | +34+0.1% | Added |
| State of Tennessee, Treasury Department | 25,584 | $1.38M | 0.00% | −7,646−23.0% | Reduced |
| Louisiana State Employees Retirement System | 25,700 | $1.39M | 0.02% | −800−3.0% | Reduced |