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 |
|---|---|---|---|---|---|
| Norges Bank | 709,500 | $39.2M | 0.00% | +709,500 | New |
| Brown Advisory Inc | 788,575 | $43.6M | 0.06% | −42,813−5.1% | Reduced |
| Frontier Capital Management Co LLC | 792,501 | $43.8M | 0.46% | −7,061−0.9% | Reduced |
| Pzena Investment Management LLC | 876,816 | $48.4M | 0.15% | −51,597−5.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 933,944 | $51.6M | 0.03% | −308,164−24.8% | Reduced |
| Cooke & Bieler LP | 1,055,902 | $58.3M | 0.61% | +23,946+2.3% | Added |
| Invesco Ltd. | 1,066,591 | $58.9M | 0.01% | +60,931+6.1% | Added |
| JPMorgan Chase & Co | 1,231,298 | $68.0M | 0.00% | −313,210−20.3% | Reduced |
| Geode Capital Management, LLC | 1,362,336 | $75.3M | 0.00% | −17,129−1.2% | Reduced |
| Nomura Asset Management International Inc. | 1,653,613 | $91.4M | 0.14% | +1,653,613 | New |
| Franklin Resources Inc | 2,465,792 | $136.2M | 0.03% | +32,423+1.3% | Added |
| State Street Corp | 2,893,238 | $159.8M | 0.01% | −129,534−4.3% | Reduced |
| Dimensional Fund Advisors LP | 3,592,463 | $198.4M | 0.04% | −45,191−1.2% | Reduced |
| Vanguard Group Inc | 5,956,546 | $329.0M | 0.00% | −176,995−2.9% | Reduced |
| BlackRock, Inc. | 7,884,824 | $435.6M | 0.01% | −51,200−0.6% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −3,789,431−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,194,893−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,501−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −13,520−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −10,622−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,553−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −5,579−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,177−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,763−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Marshall Financial Group Inc | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |