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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 4,567 | $252.3K | 0.00% | +4,567 | New |
| Hamilton Capital Partners Inc. | 4,516 | $249.5K | 0.01% | +1,690+59.8% | Added |
| Jacobi Capital Management LLC | 4,500 | $248.6K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,460 | $246.4K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 4,431 | $244.8K | 0.00% | +34+0.8% | Added |
| Captrust Financial Advisors | 4,357 | $240.7K | 0.00% | +510+13.3% | Added |
| Ascent Group, LLC | 4,326 | $239.0K | 0.01% | +24+0.6% | Added |
| Truist Financial Corp | 4,310 | $238.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,283 | $237.0K | 0.01% | +4,283 | New |
| Weiss Asset Management LP | 4,257 | $235.2K | 0.00% | +4,257 | New |
| Prosperity Advisers, LLC | 4,112 | $227.1K | 0.19% | +4,112 | New |
| Stephens Inc | 4,101 | $226.5K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,081 | $225.4K | 0.06% | +13+0.3% | Added |
| Ensign Peak Advisors, Inc | 4,057 | $224.1K | 0.00% | −8,150−66.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,998 | $220.8K | 0.02% | −4−0.1% | Reduced |
| Savant Capital, LLC | 3,914 | $216.2K | 0.00% | −552−12.4% | Reduced |
| Crossmark Global Holdings, Inc. | 3,867 | $213.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,845 | $212.4K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,705 | $204.7K | 0.00% | +3,705 | New |
| Los Angeles Capital Management LLC | 3,844 | $203.1K | 0.00% | −7,540−66.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,666 | $203.0K | 0.00% | −435−10.6% | Reduced |
| CIBC Asset Management Inc | 3,670 | $202.7K | 0.00% | −199−5.1% | Reduced |
| Bank of Montreal | 3,645 | $201.3K | 0.00% | −145−3.8% | Reduced |
| Smartleaf Asset Management LLC | 3,534 | $197.1K | 0.01% | +271+8.3% | Added |
| Farther Finance Advisors, LLC | 3,276 | $180.9K | 0.00% | −446−12.0% | Reduced |
| Sterling Capital Management LLC | 3,231 | $178.5K | 0.00% | −647−16.7% | Reduced |
| Assetmark, Inc | 3,194 | $176.4K | 0.00% | +3,178+19,862.5% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $166.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,995 | $165.4K | 0.00% | −122−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,880 | $159.1K | 0.00% | +63+2.2% | Added |
| Advisor Group Holdings, Inc. | 2,683 | $148.3K | 0.00% | −1,184−30.6% | Reduced |
| LSV Asset Management | 2,400 | $133.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,995 | $110.2K | 0.01% | +56+2.9% | Added |
| Caitong International Asset Management Co., Ltd | 1,924 | $106.3K | 0.03% | +1,924 | New |
| Aquatic Capital Management LLC | 1,919 | $106.0K | 0.00% | −6,727−77.8% | Reduced |
| KBC Group NV | 1,913 | $106.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,869 | $103.2K | 0.00% | +1,166+165.9% | Added |
| Parkside Financial Bank & Trust | 1,598 | $88.3K | 0.01% | +163+11.4% | Added |
| POM Investment Strategies, LLC | 1,506 | $83.2K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,500 | $82.9K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1,450 | $80.1K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,338 | $73.9K | 0.00% | −1,551−53.7% | Reduced |
| New Age Alpha Advisors, LLC | 1,335 | $73.7K | 0.00% | +1,335 | New |
| EverSource Wealth Advisors, LLC | 1,148 | $63.4K | 0.00% | +221+23.8% | Added |
| South State Corp. | 1,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 916 | $50.6K | 0.00% | +56+6.5% | Added |
| Key Financial Inc | 851 | $47.0K | 0.01% | −179−17.4% | Reduced |
| First Horizon Corp | 817 | $45.1K | 0.00% | +234+40.1% | Added |
| Clearstead Advisors, LLC | 781 | $43.1K | 0.00% | +489+167.5% | Added |
| Public Employees Retirement System of Ohio | 754 | $41.7K | 0.00% | +12+1.6% | Added |
| VSM Wealth Advisory, LLC | 750 | $41.4K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 694 | $38.3K | 0.01% | +263+61.0% | Added |
| Torren Management, LLC | 635 | $35.1K | 0.02% | +635 | New |
| GWM Advisors LLC | 606 | $33.5K | 0.00% | +606 | New |
| Rockefeller Capital Management L.P. | 551 | $30.5K | 0.00% | −119−17.8% | Reduced |
| Nomura Asset Management Co Ltd | 470 | $26.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 436 | $24.1K | 0.00% | +3+0.7% | Added |
| Kemnay Advisory Services Inc. | 435 | $24.0K | 0.00% | +435 | New |
| Costello Asset Management, INC | 430 | $23.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 410 | $22.6K | 0.00% | +264+180.8% | Added |
| Salomon & Ludwin, LLC | 360 | $20.4K | 0.00% | +307+579.2% | Added |
| 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 |
| Harbor Capital Advisors, Inc. | 316 | $17.0K | 0.00% | −5−1.6% | Reduced |
| Versant Capital Management, Inc | 280 | $15.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 256 | $14.1K | 0.00% | +18+7.6% | Added |
| Parallel Advisors, LLC | 251 | $13.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 251 | $13.9K | 0.00% | +150+148.5% | Added |
| Fifth Third Bancorp | 241 | $13.3K | 0.00% | −9−3.6% | Reduced |
| Root Financial Partners, LLC | 224 | $12.4K | 0.00% | +46+25.8% | Added |
| Rothschild Investment LLC | 200 | $11.0K | 0.00% | +88+78.6% | Added |
| Private Wealth Management Group, LLC | 115 | $6.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 113 | $6.24K | 0.00% | +113 | New |
| Private Trust Co NA | 109 | $6.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 106 | $5.86K | 0.00% | +16+17.8% | Added |
| Danske Bank A/S | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 95 | $5.25K | 0.00% | −164−63.3% | Reduced |
| Quarry LP | 84 | $4.64K | 0.00% | −729−89.7% | Reduced |
| SRS Capital Advisors, Inc. | 78 | $4.31K | 0.00% | −1,223−94.0% | Reduced |
| WPG Advisers, LLC | 63 | $3.48K | 0.00% | +1+1.6% | Added |
| Sound Income Strategies, LLC | 60 | $3.41K | 0.00% | +60 | New |
| MAI Capital Management | 54 | $2.98K | 0.00% | +54 | New |
| Harbour Investments, Inc. | 52 | $2.85K | 0.00% | +1+2.0% | Added |
| JFS Wealth Advisors, LLC | 43 | $2.38K | 0.00% | +17+65.4% | Added |
| 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 |
| Farmers & Merchants Investments Inc | 35 | $1.93K | 0.00% | −3−7.9% | Reduced |
| Massmutual Trust Co FSB | 33 | $1.82K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 31 | $1.71K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $1.66K | 0.00% | +30 | New |
| International Assets Investment Management, LLC | 27 | $1.49K | 0.00% | +27 | New |
| Basecamp Wealth Advisors LLC | 27 | $1.49K | 0.00% | +27 | New |
| Rialto Wealth Management, LLC | 23 | $1.27K | 0.00% | +3+15.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.22K | 0.00% | +12+120.0% | Added |
| Fortitude Family Office, LLC | 22 | $1.22K | 0.00% | +5+29.4% | Added |
| Tompkins Financial Corp | 22 | $1.22K | 0.00% | +22 | New |
| Brandywine Financial Group | 21 | $1.16K | 0.00% | +21 | New |
| CBIZ Investment Advisory Services, LLC | 16 | $901 | 0.00% | +16 | 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 |