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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, 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.

Institutional holdersQ4 2025: 315 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 heldQ4 2025: $2.69B
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, Q4 2025

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q3 2025.

Institutions holding WSFS in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pinnacle Wealth Planning Services, Inc.3,998$220.8K0.02%−4−0.1%Reduced
Ensign Peak Advisors, Inc4,057$224.1K0.00%−8,150−66.8%Reduced
Lansing Street Advisors4,081$225.4K0.06%+13+0.3%Added
Stephens Inc4,101$226.5K0.00%00.0%Unchanged
Prosperity Advisers, LLC4,112$227.1K0.19%+4,112New
Weiss Asset Management LP4,257$235.2K0.00%+4,257New
Virtu Financial LLC4,283$237.0K0.01%+4,283New
Truist Financial Corp4,310$238.1K0.00%00.0%Unchanged
Ascent Group, LLC4,326$239.0K0.01%+24+0.6%Added
Captrust Financial Advisors4,357$240.7K0.00%+510+13.3%Added
Xponance, Inc.4,431$244.8K0.00%+34+0.8%Added
Affinity Wealth Management LLC4,460$246.4K0.04%00.0%Unchanged
Jacobi Capital Management LLC4,500$248.6K0.01%00.0%Unchanged
Hamilton Capital Partners Inc.4,516$249.5K0.01%+1,690+59.8%Added
Vise Technologies, Inc.4,567$252.3K0.00%+4,567New
Ameritas Investment Partners, Inc.4,679$258.5K0.01%00.0%Unchanged
Kestra Advisory Services, LLC4,839$267.3K0.00%+469+10.7%Added
Mutual Advisors, LLC5,082$280.7K0.01%00.0%Unchanged
Strid Group, LLC5,103$281.9K0.04%00.0%Unchanged
Mercer Global Advisors Inc5,123$283.0K0.00%+798+18.5%Added
Counterpoint Mutual Funds LLC5,126$283.2K0.02%+5,126New
Allegheny Financial Group LTD5,129$283.4K0.04%+16+0.3%Added
Ethos Financial Group, LLC5,257$290.4K0.02%+16+0.3%Added
CWM, LLC5,307$293.0K0.00%+2,193+70.4%Added
BLB&B Advisors, LLC5,610$309.9K0.01%00.0%Unchanged
HighTower Advisors, LLC5,622$310.6K0.00%+497+9.7%Added
Colony Group, LLC5,630$311.0K0.00%+1,471+35.4%Added
Forum Financial Management, LP5,674$313.4K0.00%−60−1.0%Reduced
JMN Financial LLC5,844$322.8K0.32%+5,844New
DRW Securities, LLC5,880$324.8K0.02%+5,880New
DGS Capital Management, LLC5,981$330.4K0.06%+5,981New
Westover Capital Advisors, LLC6,115$337.8K0.06%−70−1.1%Reduced
Acadian Asset Management LLC6,122$338.0K0.00%+6,122New
Planning Directions Inc6,195$342.2K0.17%+19+0.3%Added
Mutual of America Capital Management LLC6,249$345.2K0.00%−20−0.3%Reduced
STRS Ohio6,300$348.0K0.00%00.0%Unchanged
EntryPoint Capital, LLC6,315$348.8K0.14%+6,315New
Brevan Howard Capital Management LP6,345$350.5K0.01%−4,342−40.6%Reduced
Lido Advisors, LLC6,629$359.7K0.00%+240+3.8%Added
FineMark National Bank & Trust6,515$359.9K0.01%00.0%Unchanged
Profund Advisors LLC6,581$363.5K0.01%+2,108+47.1%Added
JustInvest LLC6,645$367.1K0.00%+1,145+20.8%Added
Haverford Trust Co7,000$386.7K0.00%00.0%Unchanged
Stifel Financial Corp7,324$404.6K0.00%−552−7.0%Reduced
Wealth Enhancement Advisory Services, LLC7,168$404.9K0.00%+1,276+21.7%Added
MQS Management LLC7,490$413.7K0.24%−3,761−33.4%Reduced
Janney Montgomery Scott LLC7,531$416.0K0.00%+1,303+20.9%Added
Pine Valley Investments Ltd Liability Co7,699$425.3K0.02%+12+0.2%Added
Pictet Asset Management Holding SA8,036$443.9K0.00%00.0%Unchanged
Maryland State Retirement & Pension System8,046$444.5K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado8,596$475.0K0.00%00.0%Unchanged
Royce & Associates LP8,732$482.4K0.00%00.0%Unchanged
Ironwood Investment Management LLC9,270$512.1K0.22%00.0%Unchanged
Quantinno Capital Management LP9,438$521.4K0.00%+1,947+26.0%Added
Toroso Investments, LLC9,456$522.3K0.00%−18−0.2%Reduced
Voya Investment Management LLC9,977$551.1K0.00%−262−2.6%Reduced
Teacher Retirement System of Texas10,086$557.2K0.00%−4,176−29.3%Reduced
Wiley Bros.-Aintree Capital, LLC10,135$559.9K0.00%−375−3.6%Reduced
Modera Wealth Management, LLC10,219$564.5K0.01%+30.0%Added
Equitable Holdings, Inc.10,227$564.9K0.00%+27+0.3%Added
Sippican Capital Advisors10,638$587.6K0.38%+3,695+53.2%Added
Ieq Capital, LLC10,825$598.0K0.00%+6,487+149.5%Added
ProShare Advisors LLC10,872$600.6K0.00%+323+3.1%Added
Fieldview Capital Management, LLC11,102$613.3K0.10%+11,102New
Cerity Partners LLC11,327$625.7K0.00%+904+8.7%Added
Univest Financial Corp11,616$641.7K0.03%00.0%Unchanged
Mariner, LLC11,648$644.3K0.00%+6,237+115.3%Added
Gamco Investors, Inc. Et Al11,809$652.3K0.01%−1,802−13.2%Reduced
FMR LLC11,917$658.3K0.00%+4,455+59.7%Added
KLP Kapitalforvaltning AS11,930$659.0K0.00%−400−3.2%Reduced
Arrowstreet Capital, Limited Partnership12,261$677.3K0.00%+12,261New
Glenmede Trust Co NA12,301$679.5K0.00%+12,301New
Oregon Public Employees Retirement Fund12,503$690.7K0.01%−100−0.8%Reduced
Graham Capital Management, L.P.12,593$695.6K0.02%+12,593New
BNP Paribas Arbitrage, SA12,999$718.1K0.00%−2,668−17.0%Reduced
Assenagon Asset Management S.A.13,506$746.1K0.00%+13,506New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,536$747.7K0.00%−718−5.0%Reduced
Verdence Capital Advisors LLC14,000$773.4K0.05%00.0%Unchanged
Mill Creek Capital Advisors, LLC14,085$778.1K0.02%00.0%Unchanged
Teachers Retirement System of the State of Kentucky14,321$791.0K0.01%−2,036−12.4%Reduced
Verition Fund Management LLC14,450$798.2K0.00%−12,589−46.6%Reduced
SummerHaven Investment Management, LLC14,562$804.4K0.46%00.0%Unchanged
Lountzis Asset Management, LLC14,621$807.7K0.29%−450−3.0%Reduced
Police & Firemen's Retirement System of New Jersey14,845$820.0K0.01%−1,215−7.6%Reduced
Yousif Capital Management, LLC14,822$834.0K0.01%−2,486−14.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)15,379$849.5K0.00%−3,815−19.9%Reduced
Arizona State Retirement System15,591$861.2K0.00%−1,195−7.1%Reduced
Handelsbanken Fonder AB15,705$868.0K0.00%00.0%Unchanged
Amalgamated Bank15,932$880.0K0.01%−181−1.1%Reduced
Russell Investments Group, Ltd.16,964$937.1K0.00%−586−3.3%Reduced
Engineers Gate Manager LP17,252$953.0K0.01%−12,940−42.9%Reduced
Entropy Technologies, LP17,395$960.9K0.05%+17,395New
State Board of Administration of Florida Retirement System17,401$961.2K0.00%00.0%Unchanged
WSFS Capital Management, LLC17,509$967.2K0.05%−1,985−10.2%Reduced
Twinbeech Capital LP18,330$1.01M0.07%+18,330New
Elo Mutual Pension Insurance Co18,544$1.02M0.02%+18,544New
Man Group plc18,657$1.03M0.00%+18,657New
HSBC Holdings PLC18,993$1.05M0.00%+18,993New
Salzhauer Michael19,329$1.07M0.47%00.0%Unchanged
Quantbot Technologies LP19,353$1.07M0.04%−2,314−10.7%Reduced