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, 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
- 48.6M
- −3.01M (−5.8%) vs. Q3 2025
- Total value
- $2.69B
- −$99.1M (−3.6%) vs. Q3 2025
- New holders
- 51
- 99 more added
- Sold out
- 22
- 115 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 1 | $56 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $63 | 0.00% | +1 | New |
| Abound Wealth Management | 4 | $221 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $221 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $331 | 0.00% | +2+50.0% | Added |
| Ankerstar Wealth, LLC | 7 | $387 | 0.00% | +7 | New |
| Larson Financial Group LLC | 9 | $497 | 0.00% | +5+125.0% | Added |
| North Star Investment Management Corp. | 9 | $497 | 0.00% | +9 | New |
| Optima Capital LLC | 9 | $497 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $498 | 0.00% | +1+12.5% | Added |
| Flagship Harbor Advisors, LLC | 9 | $499 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $663 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $663 | 0.00% | +1+9.1% | Added |
| CIBC Private Wealth Group, LLC | 12 | $663 | 0.00% | +12 | New |
| CBIZ Investment Advisory Services, LLC | 16 | $901 | 0.00% | +16 | New |
| Brandywine Financial Group | 21 | $1.16K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 22 | $1.22K | 0.00% | +5+29.4% | Added |
| Tompkins Financial Corp | 22 | $1.22K | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.22K | 0.00% | +12+120.0% | Added |
| Rialto Wealth Management, LLC | 23 | $1.27K | 0.00% | +3+15.0% | Added |
| International Assets Investment Management, LLC | 27 | $1.49K | 0.00% | +27 | New |
| Basecamp Wealth Advisors LLC | 27 | $1.49K | 0.00% | +27 | New |
| Keating Financial Advisory Services, Inc. | 30 | $1.66K | 0.00% | +30 | New |
| Quadrant Capital Group LLC | 31 | $1.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $1.82K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.93K | 0.00% | −3−7.9% | Reduced |
| N.E.W. Advisory Services LLC | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $1.99K | 0.00% | +8+28.6% | Added |
| JFS Wealth Advisors, LLC | 43 | $2.38K | 0.00% | +17+65.4% | Added |
| Harbour Investments, Inc. | 52 | $2.85K | 0.00% | +1+2.0% | Added |
| MAI Capital Management | 54 | $2.98K | 0.00% | +54 | New |
| Sound Income Strategies, LLC | 60 | $3.41K | 0.00% | +60 | New |
| WPG Advisers, LLC | 63 | $3.48K | 0.00% | +1+1.6% | Added |
| SRS Capital Advisors, Inc. | 78 | $4.31K | 0.00% | −1,223−94.0% | Reduced |
| Quarry LP | 84 | $4.64K | 0.00% | −729−89.7% | Reduced |
| Optiver Holding B.V. | 95 | $5.25K | 0.00% | −164−63.3% | Reduced |
| Danske Bank A/S | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 106 | $5.86K | 0.00% | +16+17.8% | Added |
| Private Trust Co NA | 109 | $6.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 113 | $6.24K | 0.00% | +113 | New |
| Private Wealth Management Group, LLC | 115 | $6.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $11.0K | 0.00% | +88+78.6% | Added |
| Root Financial Partners, LLC | 224 | $12.4K | 0.00% | +46+25.8% | Added |
| Fifth Third Bancorp | 241 | $13.3K | 0.00% | −9−3.6% | Reduced |
| Allworth Financial LP | 251 | $13.9K | 0.00% | +150+148.5% | Added |
| Parallel Advisors, LLC | 251 | $13.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 256 | $14.1K | 0.00% | +18+7.6% | Added |
| Versant Capital Management, Inc | 280 | $15.5K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 316 | $17.0K | 0.00% | −5−1.6% | Reduced |
| Bessemer Group Inc | 343 | $20.0K | 0.00% | −20,551−98.4% | Reduced |
| Covestor Ltd | 370 | $20.0K | 0.01% | +367+12,233.3% | Added |
| Salomon & Ludwin, LLC | 360 | $20.4K | 0.00% | +307+579.2% | Added |
| IFP Advisors, Inc | 410 | $22.6K | 0.00% | +264+180.8% | Added |
| Costello Asset Management, INC | 430 | $23.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 435 | $24.0K | 0.00% | +435 | New |
| Jones Financial Companies LLLP | 436 | $24.1K | 0.00% | +3+0.7% | Added |
| Nomura Asset Management Co Ltd | 470 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 551 | $30.5K | 0.00% | −119−17.8% | Reduced |
| GWM Advisors LLC | 606 | $33.5K | 0.00% | +606 | New |
| Torren Management, LLC | 635 | $35.1K | 0.02% | +635 | New |
| Essential Partners LLC | 694 | $38.3K | 0.01% | +263+61.0% | Added |
| VSM Wealth Advisory, LLC | 750 | $41.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 754 | $41.7K | 0.00% | +12+1.6% | Added |
| Clearstead Advisors, LLC | 781 | $43.1K | 0.00% | +489+167.5% | Added |
| First Horizon Corp | 817 | $45.1K | 0.00% | +234+40.1% | Added |
| Key Financial Inc | 851 | $47.0K | 0.01% | −179−17.4% | Reduced |
| AdvisorNet Financial, Inc | 916 | $50.6K | 0.00% | +56+6.5% | Added |
| South State Corp. | 1,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,148 | $63.4K | 0.00% | +221+23.8% | Added |
| New Age Alpha Advisors, LLC | 1,335 | $73.7K | 0.00% | +1,335 | New |
| Tower Research Capital LLC (TRC) | 1,338 | $73.9K | 0.00% | −1,551−53.7% | Reduced |
| Seneschal Advisors, LLC | 1,450 | $80.1K | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,500 | $82.9K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,506 | $83.2K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,598 | $88.3K | 0.01% | +163+11.4% | Added |
| Global Retirement Partners, LLC | 1,869 | $103.2K | 0.00% | +1,166+165.9% | Added |
| KBC Group NV | 1,913 | $106.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,919 | $106.0K | 0.00% | −6,727−77.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,924 | $106.3K | 0.03% | +1,924 | New |
| GAMMA Investing LLC | 1,995 | $110.2K | 0.01% | +56+2.9% | Added |
| LSV Asset Management | 2,400 | $133.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,683 | $148.3K | 0.00% | −1,184−30.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,880 | $159.1K | 0.00% | +63+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,995 | $165.4K | 0.00% | −122−3.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 3,019 | $166.8K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 3,194 | $176.4K | 0.00% | +3,178+19,862.5% | Added |
| Sterling Capital Management LLC | 3,231 | $178.5K | 0.00% | −647−16.7% | Reduced |
| Farther Finance Advisors, LLC | 3,276 | $180.9K | 0.00% | −446−12.0% | Reduced |
| Smartleaf Asset Management LLC | 3,534 | $197.1K | 0.01% | +271+8.3% | Added |
| Bank of Montreal | 3,645 | $201.3K | 0.00% | −145−3.8% | Reduced |
| CIBC Asset Management Inc | 3,670 | $202.7K | 0.00% | −199−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,666 | $203.0K | 0.00% | −435−10.6% | Reduced |
| Los Angeles Capital Management LLC | 3,844 | $203.1K | 0.00% | −7,540−66.2% | Reduced |
| CIBC World Markets Corp | 3,705 | $204.7K | 0.00% | +3,705 | New |
| US Bancorp | 3,845 | $212.4K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,867 | $213.6K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,914 | $216.2K | 0.00% | −552−12.4% | Reduced |