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, 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
- +24 vs. Q4 2025
- Shares held
- 47.1M
- +5.26M (+12.6%) vs. Q4 2025
- Total value
- $3.08B
- +$764.8M (+33.1%) vs. Q4 2025
- New holders
- 57
- 106 more added
- Sold out
- 33
- 113 more reduced
8 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $66 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $66 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $196 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $196 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $196 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $262 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4 | $262 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $393 | 0.00% | +5+500.0% | Added |
| Ankerstar Wealth, LLC | 7 | $458 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $589 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $785 | 0.00% | +6+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $786 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $916 | 0.00% | +5+55.6% | Added |
| CBIZ Investment Advisory Services, LLC | 16 | $1.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.18K | 0.00% | +9+100.0% | Added |
| Brandywine Financial Group | 21 | $1.38K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.64K | 0.00% | +2+8.7% | Added |
| Basecamp Wealth Advisors LLC | 28 | $1.83K | 0.00% | +1+3.7% | Added |
| Farmers & Merchants Investments Inc | 31 | $2.03K | 0.00% | −4−11.4% | Reduced |
| Quadrant Capital Group LLC | 31 | $2.03K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 31 | $2.06K | 0.00% | −604−95.1% | Reduced |
| Massmutual Trust Co FSB | 33 | $2.16K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 35 | $2.29K | 0.00% | +35 | New |
| N.E.W. Advisory Services LLC | 36 | $2.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $2.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $2.42K | 0.00% | −41−52.6% | Reduced |
| JFS Wealth Advisors, LLC | 47 | $3.08K | 0.00% | +4+9.3% | Added |
| Fortitude Family Office, LLC | 54 | $3.54K | 0.00% | +32+145.5% | Added |
| Harbour Investments, Inc. | 55 | $3.65K | 0.00% | +3+5.8% | Added |
| Sound Income Strategies, LLC | 60 | $3.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 84 | $5.50K | 0.00% | +84 | New |
| MAI Capital Management | 92 | $6.02K | 0.00% | +38+70.4% | Added |
| Rossby Financial, LCC | 93 | $6.14K | 0.00% | +93 | New |
| Keating Financial Advisory Services, Inc. | 106 | $6.94K | 0.00% | +76+253.3% | Added |
| Private Wealth Management Group, LLC | 109 | $7.14K | 0.00% | −6−5.2% | Reduced |
| Vanguard National Trust Co | 120 | $7.86K | 0.00% | +120 | New |
| Harbor Investment Advisory, LLC | 130 | $8.51K | 0.00% | +130 | New |
| Brown Brothers Harriman & Co | 131 | $8.57K | 0.00% | +18+15.9% | Added |
| Bare Financial Services, Inc | 144 | $9.43K | 0.00% | +38+35.8% | Added |
| Private Trust Co NA | 159 | $10.4K | 0.00% | +50+45.9% | Added |
| Ares Financial Consulting, LLC | 176 | $11.6K | 0.01% | +176 | New |
| Twin Peaks Wealth Advisors, LLC | 203 | $13.3K | 0.00% | +203 | New |
| Covestor Ltd | 237 | $16.0K | 0.01% | −133−35.9% | Reduced |
| Parallel Advisors, LLC | 251 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 253 | $16.6K | 0.00% | +53+26.5% | Added |
| Umb Bank N A | 270 | $17.7K | 0.00% | +14+5.5% | Added |
| Kemnay Advisory Services Inc. | 297 | $19.4K | 0.00% | −138−31.7% | Reduced |
| Versant Capital Management, Inc | 324 | $21.2K | 0.00% | +44+15.7% | Added |
| Salomon & Ludwin, LLC | 360 | $23.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 410 | $26.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 430 | $28.1K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 431 | $28.2K | 0.00% | +207+92.4% | Added |
| Allworth Financial LP | 467 | $30.6K | 0.00% | +216+86.1% | Added |
| Nomura Asset Management Co Ltd | 470 | $30.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 496 | $32.5K | 0.00% | −110−18.2% | Reduced |
| Parkside Financial Bank & Trust | 511 | $33.5K | 0.00% | −1,087−68.0% | Reduced |
| Harbor Capital Advisors, Inc. | 554 | $36.0K | 0.00% | +238+75.3% | Added |
| Aquatic Capital Management LLC | 564 | $36.9K | 0.00% | −1,355−70.6% | Reduced |
| First Horizon Corp | 611 | $40.0K | 0.00% | −206−25.2% | Reduced |
| Essential Partners LLC | 694 | $45.4K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 750 | $49.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 788 | $51.6K | 0.00% | +34+4.5% | Added |
| Key Financial Inc | 851 | $55.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 936 | $61.3K | 0.00% | +20+2.2% | Added |
| South State Corp. | 1,000 | $65.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,075 | $70.4K | 0.00% | +524+95.1% | Added |
| Farther Finance Advisors, LLC | 1,176 | $77.6K | 0.00% | −2,100−64.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,217 | $79.7K | 0.00% | +69+6.0% | Added |
| Exchange Traded Concepts, LLC | 1,263 | $82.7K | 0.00% | +1,263 | New |
| New Age Alpha Advisors, LLC | 1,304 | $85.4K | 0.00% | −31−2.3% | Reduced |
| Seneschal Advisors, LLC | 1,450 | $94.9K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,500 | $98.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,786 | $116.9K | 0.00% | −1,445−44.7% | Reduced |
| Clearstead Advisors, LLC | 1,894 | $124.0K | 0.00% | +1,113+142.5% | Added |
| KBC Group NV | 1,913 | $125.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,158 | $141.3K | 0.01% | +163+8.2% | Added |
| LSV Asset Management | 2,400 | $157.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,613 | $171.2K | 0.00% | −70−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 2,905 | $190.2K | 0.00% | +25+0.9% | Added |
| Hamilton Capital Partners Inc. | 2,932 | $191.9K | 0.01% | −1,584−35.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,959 | $193.7K | 0.00% | −36−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,018 | $197.6K | 0.01% | +1,680+125.6% | Added |
| Blue Bell Private Wealth Management, LLC | 3,019 | $197.6K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,110 | $203.6K | 0.00% | +3,110 | New |
| Inceptionr LLC | 3,162 | $207.0K | 0.05% | +3,162 | New |
| Balyasny Asset Management LLC | 3,179 | $208.1K | 0.00% | −41,769−92.9% | Reduced |
| Smartleaf Asset Management LLC | 3,243 | $209.0K | 0.01% | −291−8.2% | Reduced |
| Assetmark, Inc | 3,194 | $209.1K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,221 | $210.8K | 0.02% | +3,221 | New |
| BDFS Capital LLC | 3,252 | $212.9K | 0.10% | +3,252 | New |
| Sanctuary Advisors, LLC | 3,255 | $213.1K | 0.00% | +3,255 | New |
| Sensenig Capital Advisors, Inc | 3,300 | $216.0K | 0.22% | +3,300 | New |
| Bayforest Capital Ltd | 3,363 | $220.1K | 0.25% | +3,363 | New |
| DnB Asset Management AS | 3,476 | $227.5K | 0.00% | +3,476 | New |