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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.

Institutional holdersQ3 2025: 294 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ3 2025: $2.80B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q2 2025.

Institutions holding WSFS in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
The PNC Financial Services Group, Inc.22,146$1.19M0.00%−228−1.0%Reduced
Quantbot Technologies LP21,667$1.17M0.03%+21,667New
Tudor Investment Corp Et Al21,382$1.15M0.01%+21,382New
Bessemer Group Inc20,894$1.13M0.00%+87+0.4%Added
Natixis Advisors, L.P.20,806$1.12M0.00%+3,502+20.2%Added
Cetera Investment Advisers20,584$1.11M0.00%+20,584New
WSFS Capital Management, LLC19,494$1.05M0.05%+19,494New
Zurcher Kantonalbank (Zurich Cantonalbank)19,194$1.04M0.00%+3,747+24.3%Added
Victory Capital Management Inc17,963$968.7K0.00%+2,483+16.0%Added
Russell Investments Group, Ltd.17,550$946.5K0.00%+7,751+79.1%Added
State Board of Administration of Florida Retirement System17,401$938.4K0.00%−29−0.2%Reduced
Yousif Capital Management, LLC17,308$933.4K0.01%−3,886−18.3%Reduced
Campbell & CO Investment Adviser LLC17,050$919.5K0.07%+2,041+13.6%Added
D. E. Shaw & Co., Inc.16,831$907.7K0.00%+3,061+22.2%Added
Arizona State Retirement System16,786$905.3K0.00%−294−1.7%Reduced
Teachers Retirement System of the State of Kentucky16,357$882.0K0.01%−3,036−15.7%Reduced
Amalgamated Bank16,113$869.0K0.01%−121−0.7%Reduced
Police & Firemen's Retirement System of New Jersey16,060$866.1K0.01%+2,848+21.6%Added
Handelsbanken Fonder AB15,705$847.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA15,667$844.9K0.00%+9,328+147.2%Added
Lountzis Asset Management, LLC15,071$812.8K0.27%00.0%Unchanged
SummerHaven Investment Management, LLC14,562$785.3K0.46%+14,562New
Teacher Retirement System of Texas14,262$769.1K0.00%+1,980+16.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,254$768.7K0.00%−323−2.2%Reduced
Glenmede Investment Management, LP14,224$767.1K0.00%+1,123+8.6%Added
Mill Creek Capital Advisors, LLC14,085$759.6K0.02%00.0%Unchanged
Verdence Capital Advisors LLC14,000$752.4K0.04%00.0%Unchanged
Gamco Investors, Inc. Et Al13,611$734.0K0.01%−2,301−14.5%Reduced
Diversified Trust Co13,520$729.1K0.01%00.0%Unchanged
Oregon Public Employees Retirement Fund12,603$679.7K0.01%−400−3.1%Reduced
KLP Kapitalforvaltning AS12,330$665.0K0.00%−200−1.6%Reduced
Ensign Peak Advisors, Inc12,207$658.3K0.00%−10,600−46.5%Reduced
Marshall Financial Group Inc12,075$651.2K0.18%00.0%Unchanged
Univest Financial Corp11,616$626.5K0.04%00.0%Unchanged
Los Angeles Capital Management LLC11,384$613.9K0.00%+1,260+12.4%Added
MQS Management LLC11,251$606.8K0.35%+4,599+69.1%Added
Brevan Howard Capital Management LP10,687$576.4K0.01%+34+0.3%Added
Henshaw Capital LLC10,622$572.8K0.02%−2,358−18.2%Reduced
ProShare Advisors LLC10,549$568.9K0.00%−2,381−18.4%Reduced
Wiley Bros.-Aintree Capital, LLC10,510$562.7K0.00%+776+8.0%Added
Cerity Partners LLC10,423$562.1K0.00%−6,467−38.3%Reduced
Voya Investment Management LLC10,239$552.2K0.00%−5,842−36.3%Reduced
Modera Wealth Management, LLC10,216$550.9K0.01%−7,200−41.3%Reduced
Equitable Holdings, Inc.10,200$550.1K0.00%+26+0.3%Added
Toroso Investments, LLC9,474$510.9K0.00%−155−1.6%Reduced
Ironwood Investment Management LLC9,270$499.9K0.22%00.0%Unchanged
Royce & Associates LP8,732$470.9K0.00%00.0%Unchanged
Aquatic Capital Management LLC8,646$466.3K0.01%+8,646New
Public Employees Retirement Association of Colorado8,596$464.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System8,046$433.9K0.01%−8,640−51.8%Reduced
Pictet Asset Management Holding SA8,036$433.4K0.00%00.0%Unchanged
Stifel Financial Corp7,876$424.8K0.00%−1,469−15.7%Reduced
Pine Valley Investments Ltd Liability Co7,687$414.6K0.02%+12+0.2%Added
Vestcor Inc7,553$407.0K0.01%+7,553New
Quantinno Capital Management LP7,491$404.0K0.00%+3,345+80.7%Added
FMR LLC7,462$402.4K0.00%+1,965+35.7%Added
Two Sigma Investments, LP7,251$391.0K0.00%−315−4.2%Reduced
Balyasny Asset Management LLC7,240$390.5K0.00%+284+4.1%Added
Haverford Trust Co7,000$377.5K0.00%00.0%Unchanged
SG Americas Securities, LLC6,976$376.0K0.00%−45,746−86.8%Reduced
Sippican Capital Advisors6,943$374.4K0.25%+6,943New
FineMark National Bank & Trust6,515$351.4K0.01%00.0%Unchanged
Lido Advisors, LLC6,389$344.6K0.00%+225+3.7%Added
STRS Ohio6,300$339.8K0.00%00.0%Unchanged
Mutual of America Capital Management LLC6,269$338.1K0.00%−1,025−14.1%Reduced
Janney Montgomery Scott LLC6,228$336.0K0.00%+6+0.1%Added
Westover Capital Advisors, LLC6,185$333.6K0.06%00.0%Unchanged
Planning Directions Inc6,176$333.1K0.17%+19+0.3%Added
ISAM Funds (UK) Ltd6,165$332.5K0.07%+6,165New
Gsa Capital Partners LLP6,026$325.0K0.03%−12,636−67.7%Reduced
Y-Intercept (Hong Kong) Ltd5,992$323.1K0.01%+5,992New
CIBC Bancorp USA Inc.5,970$322.0K0.00%+5,970New
Wealth Enhancement Advisory Services, LLC5,892$317.6K0.00%+2,042+53.0%Added
Forum Financial Management, LP5,734$309.2K0.00%+10.0%Added
BLB&B Advisors, LLC5,610$302.5K0.01%00.0%Unchanged
Sanctuary Advisors, LLC5,579$300.9K0.00%−6,415−53.5%Reduced
JustInvest LLC5,500$297.3K0.00%+1,031+23.1%Added
State of Wisconsin Investment Board5,478$295.4K0.00%−4−0.1%Reduced
Mariner, LLC5,411$291.8K0.00%+957+21.5%Added
Ethos Financial Group, LLC5,241$282.6K0.02%+16+0.3%Added
Blueshift Asset Management, LLC5,177$279.2K0.09%+5,177New
HighTower Advisors, LLC5,125$276.4K0.00%+340+7.1%Added
Allegheny Financial Group LTD5,113$275.8K0.05%+15+0.3%Added
Strid Group, LLC5,103$275.2K0.03%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.5,037$271.7K0.04%+5,037New
Mutual Advisors, LLC5,082$268.3K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd4,763$257.0K0.04%+4,763New
Ameritas Investment Partners, Inc.4,679$252.3K0.01%−1,348−22.4%Reduced
Jacobi Capital Management LLC4,500$242.7K0.01%00.0%Unchanged
Profund Advisors LLC4,473$241.2K0.01%−289−6.1%Reduced
Savant Capital, LLC4,466$240.9K0.00%+196+4.6%Added
Affinity Wealth Management LLC4,460$240.5K0.04%00.0%Unchanged
Xponance, Inc.4,397$237.1K0.00%−109−2.4%Reduced
Kestra Advisory Services, LLC4,370$235.7K0.00%−11−0.3%Reduced
Creative Planning4,356$234.9K0.00%+4,356New
Ieq Capital, LLC4,338$234.0K0.00%+4,338New
Mercer Global Advisors Inc4,325$233.2K0.00%+56+1.3%Added
Truist Financial Corp4,310$232.4K0.00%−514−10.7%Reduced
Ascent Group, LLC4,302$232.0K0.01%+4,302New
PharVision Advisers, LLC4,276$230.6K0.13%+4,276New