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 |
|---|---|---|---|---|---|
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −12,692−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −9,111−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,035−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,529−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,828−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,669−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |