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 $3.64B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in WSFS Financial Corp as of Dec 31, 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
- 315
- +29 vs. Q3 2025
- Shares held
- 49.0M
- −4.19M (−7.9%) vs. Q3 2025
- Total value
- $2.71B
- −$166.0M (−5.8%) vs. Q3 2025
- New holders
- 51
- 100 more added
- Sold out
- 22
- 114 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,884,824 | $435.6M | 0.01% | −51,200−0.6% | Reduced |
| Vanguard Group Inc | 5,956,546 | $329.0M | 0.00% | −176,995−2.9% | Reduced |
| Dimensional Fund Advisors LP | 3,592,463 | $198.4M | 0.04% | −45,191−1.2% | Reduced |
| State Street Corp | 2,893,238 | $159.8M | 0.01% | −129,534−4.3% | Reduced |
| Franklin Resources Inc | 2,465,792 | $136.2M | 0.03% | +32,423+1.3% | Added |
| Nomura Asset Management International Inc. | 1,653,613 | $91.4M | 0.14% | +1,653,613 | New |
| Geode Capital Management, LLC | 1,362,336 | $75.3M | 0.00% | −17,129−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,303,476 | $72.0M | 0.03% | +61,368+4.9% | Added |
| JPMorgan Chase & Co | 1,231,298 | $68.0M | 0.00% | −1,857,718−60.1% | Reduced |
| Invesco Ltd. | 1,066,591 | $58.9M | 0.01% | +60,931+6.1% | Added |
| Cooke & Bieler LP | 1,055,902 | $58.3M | 0.61% | +23,946+2.3% | Added |
| Pzena Investment Management LLC | 876,816 | $48.4M | 0.15% | −51,597−5.6% | Reduced |
| Frontier Capital Management Co LLC | 792,501 | $43.8M | 0.46% | −7,061−0.9% | Reduced |
| Brown Advisory Inc | 788,575 | $43.6M | 0.06% | −42,813−5.1% | Reduced |
| Norges Bank | 709,500 | $39.2M | 0.00% | +709,500 | New |
| Charles Schwab Investment Management Inc | 696,551 | $38.5M | 0.01% | −10,892−1.5% | Reduced |
| American Century Companies Inc | 678,620 | $37.5M | 0.02% | −23,525−3.4% | Reduced |
| Bank of America Corp | 662,304 | $36.6M | 0.00% | −45,879−6.5% | Reduced |
| Palisade Capital Management LLC | 633,974 | $35.0M | 1.04% | −78,653−11.0% | Reduced |
| Northern Trust Corp | 580,561 | $32.1M | 0.00% | −41,504−6.7% | Reduced |
| Alliancebernstein L.P. | 579,625 | $32.0M | 0.01% | −59,285−9.3% | Reduced |
| Manufacturers Life Insurance Company, The | 547,522 | $30.2M | 0.02% | −18,317−3.2% | Reduced |
| Morgan Stanley | 522,821 | $28.9M | 0.00% | +95,686+22.4% | Added |
| Goldman Sachs Group Inc | 470,191 | $26.0M | 0.00% | +195,979+71.5% | Added |
| Raymond James Financial Inc | 413,617 | $23.0M | 0.01% | −29,848−6.7% | Reduced |
| Bank of New York Mellon Corp | 406,111 | $22.4M | 0.00% | −20,123−4.7% | Reduced |
| Standard Life Aberdeen plc | 383,212 | $21.2M | 0.03% | −18,517−4.6% | Reduced |
| Boston Partners | 340,772 | $18.9M | 0.02% | −9,986−2.8% | Reduced |
| Principal Financial Group Inc | 260,644 | $14.4M | 0.01% | −9,612−3.6% | Reduced |
| New York State Common Retirement Fund | 244,671 | $13.5M | 0.02% | +11,980+5.1% | Added |
| Millennium Management LLC | 236,142 | $13.0M | 0.01% | −144,918−38.0% | Reduced |
| Fisher Asset Management, LLC | 227,946 | $12.6M | 0.00% | +920.0% | Added |
| Point72 Asset Management, L.P. | 222,041 | $12.3M | 0.02% | +222,041 | New |
| UBS Group AG | 214,753 | $11.9M | 0.00% | +51,234+31.3% | Added |
| Wells Fargo & Company | 191,641 | $10.6M | 0.00% | +13,582+7.6% | Added |
| Public Sector Pension Investment Board | 189,262 | $10.5M | 0.04% | −29,020−13.3% | Reduced |
| Nuveen, LLC | 178,272 | $9.85M | 0.00% | −6,279−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,404 | $9.82M | 0.02% | +1,357+0.8% | Added |
| Qube Research & Technologies Ltd | 176,628 | $9.76M | 0.01% | +87,505+98.2% | Added |
| Wellington Management Group LLP | 172,643 | $9.54M | 0.00% | −12,510−6.8% | Reduced |
| Earnest Partners LLC | 157,664 | $8.71M | 0.04% | −11,268−6.7% | Reduced |
| AQR Capital Management LLC | 155,805 | $8.61M | 0.00% | +69,329+80.2% | Added |
| Price T Rowe Associates Inc | 153,234 | $8.47M | 0.00% | +76,524+99.8% | Added |
| Rhumbline Advisers | 151,378 | $8.36M | 0.01% | −13,005−7.9% | Reduced |
| Clearbridge Investments, LLC | 147,697 | $8.16M | 0.01% | −10,897−6.9% | Reduced |
| Jane Street Group, LLC | 147,536 | $8.15M | 0.01% | +14,971+11.3% | Added |
| Lord, Abbett & Co. LLC | 142,276 | $7.86M | 0.02% | −2,592−1.8% | Reduced |
| Legal & General Group Plc | 140,584 | $7.77M | 0.00% | −6,870−4.7% | Reduced |
| Tudor Investment Corp Et Al | 137,124 | $7.57M | 0.04% | +115,742+541.3% | Added |
| Royal Bank of Canada | 130,950 | $7.23M | 0.00% | −56,351−30.1% | Reduced |
| SEI Investments Co | 121,003 | $6.68M | 0.01% | +38,415+46.5% | Added |
| UBS Asset Management Americas Inc | 116,818 | $6.45M | 0.00% | +13,349+12.9% | Added |
| Envestnet Asset Management Inc | 114,809 | $6.34M | 0.00% | −11,549−9.1% | Reduced |
| Crawford Investment Counsel Inc | 113,506 | $6.27M | 0.10% | +3,000+2.7% | Added |
| Swiss National Bank | 110,040 | $6.08M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 108,106 | $5.97M | 0.00% | −6,012−5.3% | Reduced |
| Barclays PLC | 104,758 | $5.79M | 0.00% | +20,825+24.8% | Added |
| Two Sigma Investments, LP | 104,410 | $5.77M | 0.01% | +97,159+1,339.9% | Added |
| First Trust Advisors LP | 90,910 | $5.02M | 0.00% | +2,915+3.3% | Added |
| Numerai GP LLC | 87,147 | $4.81M | 0.58% | −18,794−17.7% | Reduced |
| Prudential Financial Inc | 84,280 | $4.70M | 0.01% | −4,811−5.4% | Reduced |
| Brandywine Global Investment Management, LLC | 81,019 | $4.48M | 0.03% | −3,000−3.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 80,339 | $4.44M | 0.01% | +79,725+12,984.5% | Added |
| Great Lakes Advisors, LLC | 79,118 | $4.37M | 0.04% | −16,081−16.9% | Reduced |
| Bryn Mawr Trust Co | 78,697 | $4.35M | 0.10% | −10,972−12.2% | Reduced |
| D. E. Shaw & Co., Inc. | 74,520 | $4.12M | 0.00% | +57,689+342.8% | Added |
| Bridgeway Capital Management, LLC | 69,059 | $3.81M | 0.08% | −15,700−18.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 68,460 | $3.78M | 0.01% | +198+0.3% | Added |
| Quest Partners LLC | 59,253 | $3.27M | 0.18% | −4,069−6.4% | Reduced |
| Edgestream Partners, L.P. | 58,487 | $3.23M | 0.09% | −87,011−59.8% | Reduced |
| ExodusPoint Capital Management, LP | 57,013 | $3.15M | 0.04% | +4,604+8.8% | Added |
| Citadel Advisors LLC | 56,895 | $3.14M | 0.00% | −96,339−62.9% | Reduced |
| California State Teachers Retirement System | 52,956 | $2.93M | 0.00% | −1,756−3.2% | Reduced |
| Two Sigma Advisers, LP | 50,755 | $2.80M | 0.01% | +46,500+1,092.8% | Added |
| Citigroup Inc | 50,594 | $2.79M | 0.00% | −8,087−13.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 50,012 | $2.76M | 0.00% | +50,012 | New |
| Trexquant Investment LP | 48,486 | $2.68M | 0.02% | +7,498+18.3% | Added |
| Rafferty Asset Management, LLC | 47,956 | $2.65M | 0.01% | −14,689−23.4% | Reduced |
| Great West Life Assurance Co | 47,311 | $2.61M | 0.00% | −9,755−17.1% | Reduced |
| Deutsche Bank AG | 46,824 | $2.59M | 0.00% | +2,021+4.5% | Added |
| Balyasny Asset Management LLC | 44,948 | $2.48M | 0.00% | +37,708+520.8% | Added |
| Susquehanna International Group, LLP | 44,749 | $2.47M | 0.00% | +12,528+38.9% | Added |
| Denali Advisors LLC | 43,900 | $2.43M | 0.27% | +43,900 | New |
| Hantz Financial Services, Inc. | 43,689 | $2.41M | 0.04% | −3,309−7.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 41,775 | $2.31M | 0.05% | +35,783+597.2% | Added |
| Intech Investment Management LLC | 41,623 | $2.30M | 0.02% | −2,208−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 40,604 | $2.24M | 0.01% | +2,402+6.3% | Added |
| Voloridge Investment Management, LLC | 40,562 | $2.24M | 0.01% | +14,788+57.4% | Added |
| Campbell & CO Investment Adviser LLC | 40,179 | $2.22M | 0.11% | +23,129+135.7% | Added |
| Renaissance Technologies LLC | 39,477 | $2.18M | 0.00% | −98,071−71.3% | Reduced |
| Thrivent Financial for Lutherans | 38,416 | $2.12M | 0.00% | −3,073−7.4% | Reduced |
| HSBC Holdings PLC | 37,986 | $2.10M | 0.00% | +37,986 | New |
| Wedge Capital Management L L P | 34,929 | $1.93M | 0.03% | −759−2.1% | Reduced |
| Corbyn Investment Management Inc | 32,585 | $1.80M | 0.53% | −1,100−3.3% | Reduced |
| Pathstone Holdings, LLC | 32,296 | $1.78M | 0.01% | −1,985−5.8% | Reduced |
| Comerica Bank | 31,345 | $1.73M | 0.01% | −3,685−10.5% | Reduced |
| MetLife Investment Management | 31,164 | $1.72M | 0.01% | −1,429−4.4% | Reduced |
| SG Americas Securities, LLC | 30,594 | $1.69M | 0.00% | +23,618+338.6% | Added |
| State of Alaska, Department of Revenue | 30,282 | $1.67M | 0.02% | −236−0.8% | Reduced |
| New York State Teachers Retirement System | 29,861 | $1.65M | 0.00% | +5,121+20.7% | Added |