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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.

Q1 2026 vs. Q4 2025

How the institutions holding WSFS Financial Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of WSFS: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders3158331+24
Shares48.6M6.79M47.1M+5.26M (+12.6%)
Value$2.69B$375.1M$3.08B+$764.8M (+33.1%)

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (57)

Institutions that held WSFS Financial Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to WSFS in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC3,257,822$213.3M0.01%
Vanguard Capital Management LLC2,367,989$155.0M0.00%
Vaughan Nelson Investment Management, L.P.524,180$34.3M0.34%
Vanguard Fiduciary Trust Co349,163$22.9M0.01%
Freestone Grove Partners LP251,148$16.4M0.12%
Bridgewater Associates, LP89,339$5.85M0.03%
Algert Global LLC86,837$5.68M0.09%
Vanguard Asset Management, Ltd47,068$3.08M0.00%
Oliver Luxxe Assets LLC34,428$2.25M0.34%
Vanguard Global Advisers, LLC30,571$2.00M0.00%
HRT Financial LP26,405$1.73M0.00%
Lazard Asset Management LLC26,358$1.73M0.00%
Integrated Quantitative Investments LLC18,034$1.18M0.21%
Commonwealth Equity Services, LLC17,814$1.17M0.00%
Vanguard Investments Australia, Ltd.14,753$965.7K0.00%
Horizon Investments, LLC14,277$932.0K0.01%
Summit Trail Advisors, LLC14,117$924.1K0.01%
Bailard, Inc.11,800$772.4K0.02%
Marshall Wace, LLP10,700$700.4K0.00%
Alps Advisors Inc7,900$517.1K0.00%
Commerce Bank6,515$426.5K0.00%
Swiss Life Asset Management Ltd5,761$377.1K0.00%
Financiere des Professionnels - Fonds d,investissement inc.5,756$376.8K0.02%
GTS Securities LLC5,690$372.5K0.01%
State of Wisconsin Investment Board5,327$348.7K0.00%
Hillsdale Investment Management Inc.4,620$302.4K0.01%
Cambria Investment Management, L.P.4,575$299.5K0.02%
Skopos Labs, Inc.4,557$298.2K0.01%
Beacon Pointe Advisors, LLC4,489$293.9K0.00%
M&T Bank Corp4,250$278.2K0.00%
Cornerstone Investment Partners, LLC4,225$276.6K0.01%
Stillwater Private Wealth, LLC3,953$258.0K0.22%
Polymer Capital Management (US) LLC3,929$257.2K0.04%
O'Shaughnessy Asset Management, LLC3,686$241.3K0.00%
RSM US Wealth Management LLC3,653$239.1K0.00%
DnB Asset Management AS3,476$227.5K0.00%
Bayforest Capital Ltd3,363$220.1K0.25%
Sensenig Capital Advisors, Inc3,300$216.0K0.22%
Sanctuary Advisors, LLC3,255$213.1K0.00%
BDFS Capital LLC3,252$212.9K0.10%
FourThought Financial Partners, LLC3,221$210.8K0.02%
Inceptionr LLC3,162$207.0K0.05%
Baird Financial Group, Inc.3,110$203.6K0.00%
Exchange Traded Concepts, LLC1,263$82.7K0.00%
Twin Peaks Wealth Advisors, LLC203$13.3K0.00%
Ares Financial Consulting, LLC176$11.6K0.01%
Harbor Investment Advisory, LLC130$8.51K0.00%
Vanguard National Trust Co120$7.86K0.00%
Rossby Financial, LCC93$6.14K0.00%
CVA Family Office, LLC84$5.50K0.00%
JCSD Capital, LLC35$2.29K0.00%
Advisory Services Network, LLC4$2620.00%
Stone House Investment Management, LLC3$1960.00%
Vermillion Wealth Management, Inc.3$1960.00%
Curio Wealth, LLC3$1960.00%
GHP Investment Advisors, Inc.1$660.00%
Raffa Wealth Management, LLC1$650.00%

Sold out (33)

Institutions that held WSFS Financial Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (8)

Institutions that held WSFS Financial Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WSFS in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc5,956,546$329.0M
Norges Bank709,500$39.2M
Brandywine Global Investment Management, LLC81,019$4.48M
Comerica Bank31,345$1.73M
FineMark National Bank & Trust6,515$359.9K
CIBC World Markets Corp3,705$204.7K
Global Retirement Partners, LLC1,869$103.2K
CIBC Private Wealth Group, LLC12$663