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 |
|---|---|---|---|---|---|
| Creative Planning | 29,748 | $1.64M | 0.00% | +25,392+582.9% | Added |
| Aristotle Capital Boston, LLC | 28,794 | $1.59M | 0.09% | −2,524−8.1% | Reduced |
| State of Tennessee, Treasury Department | 22,990 | $1.49M | 0.00% | −2,594−10.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 25,973 | $1.43M | 0.00% | −44−0.2% | Reduced |
| Dark Forest Capital Management LP | 25,893 | $1.43M | 0.07% | +25,893 | New |
| Louisiana State Employees Retirement System | 25,000 | $1.38M | 0.02% | −700−2.7% | Reduced |
| XTX Topco Ltd | 24,846 | $1.37M | 0.04% | +24,846 | New |
| Private Advisor Group, LLC | 24,587 | $1.36M | 0.01% | −319−1.3% | Reduced |
| Natixis Advisors, L.P. | 23,988 | $1.32M | 0.00% | +3,182+15.3% | Added |
| Janus Henderson Group PLC | 23,021 | $1.27M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 22,754 | $1.26M | 0.00% | +4,791+26.7% | Added |
| Canada Pension Plan Investment Board | 22,600 | $1.25M | 0.00% | +22,600 | New |
| LPL Financial LLC | 22,104 | $1.22M | 0.00% | −343−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 22,057 | $1.22M | 0.00% | −89−0.4% | Reduced |
| Cetera Investment Advisers | 19,356 | $1.07M | 0.00% | −1,228−6.0% | Reduced |
| Quantbot Technologies LP | 19,353 | $1.07M | 0.04% | −2,314−10.7% | Reduced |
| Salzhauer Michael | 19,329 | $1.07M | 0.47% | 00.0% | Unchanged |
| HSBC Holdings PLC | 18,993 | $1.05M | 0.00% | +18,993 | New |
| Man Group plc | 18,657 | $1.03M | 0.00% | +18,657 | New |
| Elo Mutual Pension Insurance Co | 18,544 | $1.02M | 0.02% | +18,544 | New |
| Twinbeech Capital LP | 18,330 | $1.01M | 0.07% | +18,330 | New |
| WSFS Capital Management, LLC | 17,509 | $967.2K | 0.05% | −1,985−10.2% | Reduced |
| State Board of Administration of Florida Retirement System | 17,401 | $961.2K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 17,395 | $960.9K | 0.05% | +17,395 | New |
| Engineers Gate Manager LP | 17,252 | $953.0K | 0.01% | −12,940−42.9% | Reduced |
| Russell Investments Group, Ltd. | 16,964 | $937.1K | 0.00% | −586−3.3% | Reduced |
| Amalgamated Bank | 15,932 | $880.0K | 0.01% | −181−1.1% | Reduced |
| Handelsbanken Fonder AB | 15,705 | $868.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,591 | $861.2K | 0.00% | −1,195−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,379 | $849.5K | 0.00% | −3,815−19.9% | Reduced |
| Yousif Capital Management, LLC | 14,822 | $834.0K | 0.01% | −2,486−14.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,845 | $820.0K | 0.01% | −1,215−7.6% | Reduced |
| Lountzis Asset Management, LLC | 14,621 | $807.7K | 0.29% | −450−3.0% | Reduced |
| SummerHaven Investment Management, LLC | 14,562 | $804.4K | 0.46% | 00.0% | Unchanged |
| Verition Fund Management LLC | 14,450 | $798.2K | 0.00% | −12,589−46.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,321 | $791.0K | 0.01% | −2,036−12.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 14,085 | $778.1K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,000 | $773.4K | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,536 | $747.7K | 0.00% | −718−5.0% | Reduced |
| Assenagon Asset Management S.A. | 13,506 | $746.1K | 0.00% | +13,506 | New |
| BNP Paribas Arbitrage, SA | 12,999 | $718.1K | 0.00% | −2,668−17.0% | Reduced |
| Graham Capital Management, L.P. | 12,593 | $695.6K | 0.02% | +12,593 | New |
| Oregon Public Employees Retirement Fund | 12,503 | $690.7K | 0.01% | −100−0.8% | Reduced |
| Glenmede Trust Co NA | 12,301 | $679.5K | 0.00% | +12,301 | New |
| Arrowstreet Capital, Limited Partnership | 12,261 | $677.3K | 0.00% | +12,261 | New |
| KLP Kapitalforvaltning AS | 11,930 | $659.0K | 0.00% | −400−3.2% | Reduced |
| FMR LLC | 11,917 | $658.3K | 0.00% | +4,455+59.7% | Added |
| Gamco Investors, Inc. Et Al | 11,809 | $652.3K | 0.01% | −1,802−13.2% | Reduced |
| Mariner, LLC | 11,648 | $644.3K | 0.00% | +6,237+115.3% | Added |
| Univest Financial Corp | 11,616 | $641.7K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,327 | $625.7K | 0.00% | +904+8.7% | Added |
| Fieldview Capital Management, LLC | 11,102 | $613.3K | 0.10% | +11,102 | New |
| ProShare Advisors LLC | 10,872 | $600.6K | 0.00% | +323+3.1% | Added |
| Ieq Capital, LLC | 10,825 | $598.0K | 0.00% | +6,487+149.5% | Added |
| Sippican Capital Advisors | 10,638 | $587.6K | 0.38% | +3,695+53.2% | Added |
| Equitable Holdings, Inc. | 10,227 | $564.9K | 0.00% | +27+0.3% | Added |
| Modera Wealth Management, LLC | 10,219 | $564.5K | 0.01% | +30.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,135 | $559.9K | 0.00% | −375−3.6% | Reduced |
| Teacher Retirement System of Texas | 10,086 | $557.2K | 0.00% | −4,176−29.3% | Reduced |
| Voya Investment Management LLC | 9,977 | $551.1K | 0.00% | −262−2.6% | Reduced |
| Toroso Investments, LLC | 9,456 | $522.3K | 0.00% | −18−0.2% | Reduced |
| Quantinno Capital Management LP | 9,438 | $521.4K | 0.00% | +1,947+26.0% | Added |
| Ironwood Investment Management LLC | 9,270 | $512.1K | 0.22% | 00.0% | Unchanged |
| Royce & Associates LP | 8,732 | $482.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,596 | $475.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 8,046 | $444.5K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,036 | $443.9K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,699 | $425.3K | 0.02% | +12+0.2% | Added |
| Janney Montgomery Scott LLC | 7,531 | $416.0K | 0.00% | +1,303+20.9% | Added |
| MQS Management LLC | 7,490 | $413.7K | 0.24% | −3,761−33.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,168 | $404.9K | 0.00% | +1,276+21.7% | Added |
| Stifel Financial Corp | 7,324 | $404.6K | 0.00% | −552−7.0% | Reduced |
| Haverford Trust Co | 7,000 | $386.7K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 6,645 | $367.1K | 0.00% | +1,145+20.8% | Added |
| Profund Advisors LLC | 6,581 | $363.5K | 0.01% | +2,108+47.1% | Added |
| FineMark National Bank & Trust | 6,515 | $359.9K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,629 | $359.7K | 0.00% | +240+3.8% | Added |
| Brevan Howard Capital Management LP | 6,345 | $350.5K | 0.01% | −4,342−40.6% | Reduced |
| EntryPoint Capital, LLC | 6,315 | $348.8K | 0.14% | +6,315 | New |
| STRS Ohio | 6,300 | $348.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,249 | $345.2K | 0.00% | −20−0.3% | Reduced |
| Planning Directions Inc | 6,195 | $342.2K | 0.17% | +19+0.3% | Added |
| Acadian Asset Management LLC | 6,122 | $338.0K | 0.00% | +6,122 | New |
| Westover Capital Advisors, LLC | 6,115 | $337.8K | 0.06% | −70−1.1% | Reduced |
| DGS Capital Management, LLC | 5,981 | $330.4K | 0.06% | +5,981 | New |
| DRW Securities, LLC | 5,880 | $324.8K | 0.02% | +5,880 | New |
| JMN Financial LLC | 5,844 | $322.8K | 0.32% | +5,844 | New |
| Forum Financial Management, LP | 5,674 | $313.4K | 0.00% | −60−1.0% | Reduced |
| Colony Group, LLC | 5,630 | $311.0K | 0.00% | +1,471+35.4% | Added |
| HighTower Advisors, LLC | 5,622 | $310.6K | 0.00% | +497+9.7% | Added |
| BLB&B Advisors, LLC | 5,610 | $309.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 5,307 | $293.0K | 0.00% | +2,193+70.4% | Added |
| Ethos Financial Group, LLC | 5,257 | $290.4K | 0.02% | +16+0.3% | Added |
| Allegheny Financial Group LTD | 5,129 | $283.4K | 0.04% | +16+0.3% | Added |
| Counterpoint Mutual Funds LLC | 5,126 | $283.2K | 0.02% | +5,126 | New |
| Mercer Global Advisors Inc | 5,123 | $283.0K | 0.00% | +798+18.5% | Added |
| Strid Group, LLC | 5,103 | $281.9K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,082 | $280.7K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,839 | $267.3K | 0.00% | +469+10.7% | Added |
| Ameritas Investment Partners, Inc. | 4,679 | $258.5K | 0.01% | 00.0% | Unchanged |