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 $3.64B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in WSFS Financial Corp as of Mar 31, 2026. 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
- 331
- +23 vs. Q4 2025
- Shares held
- 47.1M
- +4.17M (+9.7%) vs. Q4 2025
- Total value
- $3.08B
- +$704.1M (+29.7%) vs. Q4 2025
- New holders
- 57
- 105 more added
- Sold out
- 34
- 114 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,650,537 | $500.8M | 0.01% | −234,287−3.0% | Reduced |
| Dimensional Fund Advisors LP | 3,560,556 | $233.1M | 0.05% | −31,907−0.9% | Reduced |
| Vanguard Portfolio Management LLC | 3,257,822 | $213.3M | 0.01% | +3,257,822 | New |
| State Street Corp | 2,902,744 | $190.0M | 0.01% | +9,506+0.3% | Added |
| Franklin Resources Inc | 2,575,172 | $168.6M | 0.04% | +109,380+4.4% | Added |
| Vanguard Capital Management LLC | 2,367,989 | $155.0M | 0.00% | +2,367,989 | New |
| Nomura Asset Management International Inc. | 1,542,692 | $101.0M | 0.17% | −110,921−6.7% | Reduced |
| Geode Capital Management, LLC | 1,360,553 | $89.1M | 0.01% | −1,783−0.1% | Reduced |
| JPMorgan Chase & Co | 1,096,799 | $70.7M | 0.00% | −134,499−10.9% | Reduced |
| Invesco Ltd. | 944,868 | $61.9M | 0.01% | −121,723−11.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 908,558 | $59.5M | 0.04% | −394,918−30.3% | Reduced |
| Pzena Investment Management LLC | 878,588 | $57.5M | 0.19% | +1,772+0.2% | Added |
| Cooke & Bieler LP | 789,302 | $51.7M | 0.58% | −266,600−25.2% | Reduced |
| Brown Advisory Inc | 744,889 | $48.8M | 0.08% | −43,686−5.5% | Reduced |
| Bank of America Corp | 737,587 | $48.3M | 0.00% | +75,283+11.4% | Added |
| Charles Schwab Investment Management Inc | 699,183 | $45.8M | 0.01% | +2,632+0.4% | Added |
| American Century Companies Inc | 691,361 | $45.3M | 0.02% | +12,741+1.9% | Added |
| Frontier Capital Management Co LLC | 675,496 | $44.2M | 0.45% | −117,005−14.8% | Reduced |
| Palisade Capital Management LLC | 587,253 | $38.4M | 1.28% | −46,721−7.4% | Reduced |
| Northern Trust Corp | 581,213 | $38.0M | 0.01% | +652+0.1% | Added |
| Manufacturers Life Insurance Company, The | 530,175 | $34.7M | 0.03% | −17,347−3.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 524,180 | $34.3M | 0.34% | +524,180 | New |
| Goldman Sachs Group Inc | 504,365 | $33.0M | 0.00% | +34,174+7.3% | Added |
| Morgan Stanley | 430,394 | $28.2M | 0.00% | −92,427−17.7% | Reduced |
| Principal Financial Group Inc | 427,481 | $28.0M | 0.01% | +166,837+64.0% | Added |
| Alliancebernstein L.P. | 495,707 | $27.4M | 0.01% | −83,918−14.5% | Reduced |
| Raymond James Financial Inc | 416,739 | $26.9M | 0.01% | +3,122+0.8% | Added |
| Standard Life Aberdeen plc | 391,077 | $25.6M | 0.04% | +7,865+2.1% | Added |
| Bank of New York Mellon Corp | 387,125 | $25.3M | 0.00% | −18,986−4.7% | Reduced |
| Vanguard Fiduciary Trust Co | 349,163 | $22.9M | 0.01% | +349,163 | New |
| Nuveen, LLC | 273,840 | $17.9M | 0.00% | +95,568+53.6% | Added |
| AQR Capital Management LLC | 256,875 | $16.8M | 0.01% | +101,070+64.9% | Added |
| Two Sigma Investments, LP | 253,204 | $16.6M | 0.01% | +148,794+142.5% | Added |
| Freestone Grove Partners LP | 251,148 | $16.4M | 0.12% | +251,148 | New |
| UBS Group AG | 248,889 | $16.3M | 0.00% | +34,136+15.9% | Added |
| New York State Common Retirement Fund | 231,396 | $15.1M | 0.02% | −13,275−5.4% | Reduced |
| Fisher Asset Management, LLC | 227,911 | $14.9M | 0.01% | −350.0% | Reduced |
| Clearbridge Investments, LLC | 191,625 | $12.5M | 0.01% | +43,928+29.7% | Added |
| Public Sector Pension Investment Board | 191,040 | $12.5M | 0.04% | +1,778+0.9% | Added |
| SEI Investments Co | 174,419 | $11.4M | 0.01% | +53,416+44.1% | Added |
| Jane Street Group, LLC | 169,122 | $11.1M | 0.01% | +21,586+14.6% | Added |
| Rhumbline Advisers | 148,954 | $9.75M | 0.01% | −2,424−1.6% | Reduced |
| Wellington Management Group LLP | 145,383 | $9.52M | 0.00% | −27,260−15.8% | Reduced |
| Earnest Partners LLC | 144,762 | $9.48M | 0.04% | −12,902−8.2% | Reduced |
| Wells Fargo & Company | 143,552 | $9.40M | 0.00% | −48,089−25.1% | Reduced |
| Lord, Abbett & Co. LLC | 139,554 | $9.13M | 0.03% | −2,722−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 133,933 | $8.84M | 0.01% | −44,471−24.9% | Reduced |
| Victory Capital Management Inc | 128,825 | $8.43M | 0.01% | +106,071+466.2% | Added |
| Price T Rowe Associates Inc | 123,941 | $8.11M | 0.00% | −29,293−19.1% | Reduced |
| Legal & General Group Plc | 122,416 | $8.01M | 0.00% | −18,168−12.9% | Reduced |
| Crawford Investment Counsel Inc | 119,786 | $7.84M | 0.13% | +6,280+5.5% | Added |
| UBS Asset Management Americas Inc | 118,637 | $7.77M | 0.00% | +1,819+1.6% | Added |
| Natixis Advisors, L.P. | 115,147 | $7.54M | 0.01% | +91,159+380.0% | Added |
| Envestnet Asset Management Inc | 111,854 | $7.32M | 0.00% | −2,955−2.6% | Reduced |
| Citadel Advisors LLC | 109,326 | $7.16M | 0.01% | +52,431+92.2% | Added |
| Swiss National Bank | 108,140 | $7.08M | 0.00% | −1,900−1.7% | Reduced |
| First Trust Advisors LP | 107,196 | $7.02M | 0.01% | +16,286+17.9% | Added |
| Ameriprise Financial Inc | 101,307 | $6.63M | 0.00% | −6,799−6.3% | Reduced |
| Great Lakes Advisors, LLC | 92,004 | $6.02M | 0.05% | +12,886+16.3% | Added |
| Prudential Financial Inc | 90,835 | $5.95M | 0.01% | +6,555+7.8% | Added |
| Bridgewater Associates, LP | 89,339 | $5.85M | 0.03% | +89,339 | New |
| Algert Global LLC | 86,837 | $5.68M | 0.09% | +86,837 | New |
| Bryn Mawr Trust Co | 78,407 | $5.13M | 0.12% | −290−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,606 | $5.01M | 0.01% | −3,733−4.6% | Reduced |
| Intech Investment Management LLC | 71,417 | $4.67M | 0.05% | +29,794+71.6% | Added |
| Bessemer Group Inc | 70,823 | $4.64M | 0.01% | +70,480+20,548.1% | Added |
| FMR LLC | 68,020 | $4.45M | 0.00% | +56,103+470.8% | Added |
| California State Teachers Retirement System | 66,481 | $4.35M | 0.00% | +13,525+25.5% | Added |
| Royal Bank of Canada | 64,041 | $4.19M | 0.00% | −66,909−51.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,500 | $4.16M | 0.01% | −4,960−7.2% | Reduced |
| D. E. Shaw & Co., Inc. | 51,497 | $3.37M | 0.00% | −23,023−30.9% | Reduced |
| SG Americas Securities, LLC | 47,704 | $3.12M | 0.00% | +17,110+55.9% | Added |
| Citigroup Inc | 47,352 | $3.10M | 0.00% | −3,242−6.4% | Reduced |
| Vanguard Asset Management, Ltd | 47,068 | $3.08M | 0.00% | +47,068 | New |
| XTX Topco Ltd | 46,526 | $3.05M | 0.05% | +21,680+87.3% | Added |
| Deutsche Bank AG | 45,254 | $2.96M | 0.00% | −1,570−3.4% | Reduced |
| Great West Life Assurance Co | 44,580 | $2.92M | 0.01% | −2,731−5.8% | Reduced |
| Susquehanna International Group, LLP | 43,727 | $2.86M | 0.00% | −1,022−2.3% | Reduced |
| Rafferty Asset Management, LLC | 42,977 | $2.81M | 0.01% | −4,979−10.4% | Reduced |
| Bridgeway Capital Management, LLC | 42,059 | $2.75M | 0.06% | −27,000−39.1% | Reduced |
| Millennium Management LLC | 41,146 | $2.69M | 0.00% | −194,996−82.6% | Reduced |
| Hantz Financial Services, Inc. | 40,230 | $2.63M | 0.04% | −3,459−7.9% | Reduced |
| State of Tennessee, Treasury Department | 38,625 | $2.53M | 0.01% | +15,635+68.0% | Added |
| Thrivent Financial for Lutherans | 36,496 | $2.39M | 0.00% | −1,920−5.0% | Reduced |
| Trexquant Investment LP | 35,838 | $2.35M | 0.02% | −12,648−26.1% | Reduced |
| Oliver Luxxe Assets LLC | 34,428 | $2.25M | 0.34% | +34,428 | New |
| State of New Jersey Common Pension Fund D | 33,727 | $2.21M | 0.01% | −6,877−16.9% | Reduced |
| New York State Teachers Retirement System | 33,587 | $2.20M | 0.00% | +3,726+12.5% | Added |
| Pathstone Holdings, LLC | 32,926 | $2.16M | 0.01% | +630+2.0% | Added |
| Barclays PLC | 32,345 | $2.12M | 0.00% | −72,413−69.1% | Reduced |
| Tudor Investment Corp Et Al | 31,219 | $2.04M | 0.01% | −105,905−77.2% | Reduced |
| Vanguard Global Advisers, LLC | 30,571 | $2.00M | 0.00% | +30,571 | New |
| MetLife Investment Management | 29,093 | $1.90M | 0.01% | −2,071−6.6% | Reduced |
| State of Alaska, Department of Revenue | 28,826 | $1.89M | 0.02% | −1,456−4.8% | Reduced |
| Fifth Third Bancorp | 28,731 | $1.88M | 0.00% | +28,490+11,821.6% | Added |
| Aristotle Capital Boston, LLC | 28,322 | $1.85M | 0.11% | −472−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 28,225 | $1.85M | 0.02% | −1,547−5.2% | Reduced |
| Wedge Capital Management L L P | 27,389 | $1.79M | 0.03% | −7,540−21.6% | Reduced |
| State Board of Administration of Florida Retirement System | 27,101 | $1.77M | 0.00% | +9,700+55.7% | Added |
| HRT Financial LP | 26,405 | $1.73M | 0.00% | +26,405 | New |