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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 4,255 | $229.5K | 0.00% | +4,255 | New |
| Sageworth Trust Co | 4,181 | $225.5K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 4,159 | $224.3K | 0.00% | −337−7.5% | Reduced |
| Squarepoint Ops LLC | 4,106 | $221.4K | 0.00% | −14,591−78.0% | Reduced |
| Stephens Inc | 4,101 | $221.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,867 | $221.1K | 0.00% | −22−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,101 | $221.0K | 0.00% | +206+5.3% | Added |
| Lansing Street Advisors | 4,068 | $219.4K | 0.06% | +12+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,002 | $215.8K | 0.03% | −36−0.9% | Reduced |
| Sterling Capital Management LLC | 3,878 | $209.1K | 0.00% | +2,310+147.3% | Added |
| CIBC Asset Management Inc | 3,869 | $208.7K | 0.00% | −123−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,867 | $208.5K | 0.00% | −71−1.8% | Reduced |
| Captrust Financial Advisors | 3,847 | $207.5K | 0.00% | +3,847 | New |
| US Bancorp | 3,845 | $207.4K | 0.00% | +422+12.3% | Added |
| Bank of Montreal | 3,790 | $204.4K | 0.00% | −5,316−58.4% | Reduced |
| Farther Finance Advisors, LLC | 3,722 | $200.7K | 0.00% | +2,472+197.8% | Added |
| Point72 (DIFC) Ltd | 3,598 | $194.1K | 0.01% | +3,598 | New |
| Smartleaf Asset Management LLC | 3,263 | $177.1K | 0.01% | +218+7.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,117 | $168.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,114 | $168.0K | 0.00% | +2,194+238.5% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $162.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,889 | $155.8K | 0.00% | −5,578−65.9% | Reduced |
| Hamilton Capital Partners Inc. | 2,826 | $152.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,817 | $151.9K | 0.00% | +203+7.8% | Added |
| LSV Asset Management | 2,400 | $129.0K | 0.00% | +2,400 | New |
| GAMMA Investing LLC | 1,939 | $104.6K | 0.01% | +244+14.4% | Added |
| KBC Group NV | 1,913 | $103.0K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,506 | $81.2K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,500 | $80.9K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1,450 | $78.2K | 0.06% | +1,450 | New |
| Parkside Financial Bank & Trust | 1,435 | $77.4K | 0.01% | −2−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,301 | $70.2K | 0.00% | +1,291+12,910.0% | Added |
| Key Financial Inc | 1,030 | $55.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $53.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 927 | $50.0K | 0.00% | −45−4.6% | Reduced |
| AdvisorNet Financial, Inc | 860 | $46.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 813 | $43.8K | 0.01% | +500+159.7% | Added |
| VSM Wealth Advisory, LLC | 750 | $40.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 742 | $40.0K | 0.00% | +21+2.9% | Added |
| Global Retirement Partners, LLC | 703 | $37.9K | 0.00% | −11−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 670 | $36.2K | 0.00% | +670 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 614 | $33.0K | 0.00% | −20−3.2% | Reduced |
| Crowley Wealth Management, Inc. | 600 | $32.4K | 0.03% | 00.0% | Unchanged |
| First Horizon Corp | 583 | $31.4K | 0.00% | +583 | New |
| Nomura Asset Management Co Ltd | 470 | $25.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 433 | $23.9K | 0.00% | +328+312.4% | Added |
| Essential Partners LLC | 431 | $23.2K | 0.01% | +427+10,675.0% | Added |
| Costello Asset Management, INC | 430 | $23.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 361 | $19.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 320 | $17.3K | 0.00% | +320 | New |
| Harbor Capital Advisors, Inc. | 321 | $17.0K | 0.00% | +2+0.6% | Added |
| Clearstead Advisors, LLC | 292 | $15.7K | 0.00% | −324−52.6% | Reduced |
| Versant Capital Management, Inc | 280 | $15.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 259 | $14.0K | 0.00% | +112+76.2% | Added |
| Parallel Advisors, LLC | 251 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 250 | $13.5K | 0.00% | +51+25.6% | Added |
| Umb Bank N A | 238 | $12.8K | 0.00% | +42+21.4% | Added |
| Root Financial Partners, LLC | 178 | $9.60K | 0.00% | +178 | New |
| IFP Advisors, Inc | 146 | $7.87K | 0.00% | +18+14.1% | Added |
| Hemington Wealth Management | 133 | $7.00K | 0.00% | +5+3.9% | Added |
| Aster Capital Management (DIFC) Ltd | 118 | $6.36K | 0.00% | +118 | New |
| Private Wealth Management Group, LLC | 115 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 112 | $6.04K | 0.00% | −18−13.8% | Reduced |
| Private Trust Co NA | 109 | $5.88K | 0.00% | +19+21.1% | Added |
| Allworth Financial LP | 101 | $5.45K | 0.00% | +101 | New |
| Danske Bank A/S | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 90 | $4.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 62 | $3.34K | 0.00% | −16−20.5% | Reduced |
| Salomon & Ludwin, LLC | 53 | $2.86K | 0.00% | +53 | New |
| Harbour Investments, Inc. | 51 | $2.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $2.05K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 36 | $1.94K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.78K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $1.67K | 0.00% | +31 | New |
| True Wealth Design, LLC | 28 | $1.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.08K | 0.00% | +1+5.3% | Added |
| Fortitude Family Office, LLC | 17 | $917 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $863 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $700 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $593 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $540 | 0.00% | −176−94.6% | Reduced |
| Huntington National Bank | 9 | $485 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $432 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 6 | $320 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $270 | 0.00% | −1−16.7% | Reduced |
| Larson Financial Group LLC | 4 | $216 | 0.00% | −6−60.0% | Reduced |
| Abound Wealth Management | 4 | $216 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $215 | 0.00% | +1+33.3% | Added |
| Manchester Capital Management LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3 | $0 | 0.00% | −211−98.6% | Reduced |
| Cloud Capital Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Salzhauer Michael | 19,329 | – | – | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 0 | $0 | 0.00% | −43,819−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −85,734−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −80,460−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −26,371−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,202−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,929−100.0% | Sold out |