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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 3,565 | $233.4K | 0.00% | −105−2.9% | Reduced |
| RSM US Wealth Management LLC | 3,653 | $239.1K | 0.00% | +3,653 | New |
| O'Shaughnessy Asset Management, LLC | 3,686 | $241.3K | 0.00% | +3,686 | New |
| Vise Technologies, Inc. | 4,567 | $252.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,867 | $253.1K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 3,919 | $256.5K | 0.00% | +274+7.5% | Added |
| Polymer Capital Management (US) LLC | 3,929 | $257.2K | 0.04% | +3,929 | New |
| Stillwater Private Wealth, LLC | 3,953 | $258.0K | 0.22% | +3,953 | New |
| Truist Financial Corp | 4,021 | $263.2K | 0.00% | −289−6.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,035 | $264.1K | 0.03% | +37+0.9% | Added |
| US Bancorp | 4,047 | $264.9K | 0.00% | +202+5.3% | Added |
| Ensign Peak Advisors, Inc | 4,057 | $265.6K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,092 | $267.8K | 0.07% | +11+0.3% | Added |
| Stephens Inc | 4,101 | $268.5K | 0.00% | 00.0% | Unchanged |
| Prosperity Advisers, LLC | 4,112 | $269.2K | 0.22% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,129 | $270.3K | 0.01% | −2,452−37.3% | Reduced |
| Cornerstone Investment Partners, LLC | 4,225 | $276.6K | 0.01% | +4,225 | New |
| M&T Bank Corp | 4,250 | $278.2K | 0.00% | +4,250 | New |
| Y-Intercept (Hong Kong) Ltd | 4,296 | $281.2K | 0.01% | −37,479−89.7% | Reduced |
| Ascent Group, LLC | 4,343 | $284.3K | 0.01% | +17+0.4% | Added |
| Fieldview Capital Management, LLC | 4,345 | $284.4K | 0.08% | −6,757−60.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,373 | $286.3K | 0.01% | −306−6.5% | Reduced |
| Affinity Wealth Management LLC | 4,450 | $291.3K | 0.04% | −10−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 4,489 | $293.9K | 0.00% | +4,489 | New |
| Savant Capital, LLC | 4,491 | $294.0K | 0.00% | +577+14.7% | Added |
| Jacobi Capital Management LLC | 4,500 | $294.6K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,557 | $298.2K | 0.01% | +4,557 | New |
| Cambria Investment Management, L.P. | 4,575 | $299.5K | 0.02% | +4,575 | New |
| Hillsdale Investment Management Inc. | 4,620 | $302.4K | 0.01% | +4,620 | New |
| Counterpoint Mutual Funds LLC | 4,754 | $311.2K | 0.05% | −372−7.3% | Reduced |
| Kestra Advisory Services, LLC | 4,781 | $313.0K | 0.00% | −58−1.2% | Reduced |
| Allegheny Financial Group LTD | 4,963 | $324.9K | 0.04% | −166−3.2% | Reduced |
| Strid Group, LLC | 5,103 | $334.0K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 5,122 | $335.3K | 0.00% | +691+15.6% | Added |
| Mutual Advisors, LLC | 5,126 | $335.5K | 0.01% | +44+0.9% | Added |
| Numerai GP LLC | 5,171 | $338.5K | 0.03% | −81,976−94.1% | Reduced |
| State of Wisconsin Investment Board | 5,327 | $348.7K | 0.00% | +5,327 | New |
| Brevan Howard Capital Management LP | 5,405 | $353.8K | 0.00% | −940−14.8% | Reduced |
| Captrust Financial Advisors | 5,451 | $356.9K | 0.00% | +1,094+25.1% | Added |
| DRW Securities, LLC | 5,478 | $358.6K | 0.02% | −402−6.8% | Reduced |
| HighTower Advisors, LLC | 5,561 | $364.0K | 0.00% | −61−1.1% | Reduced |
| BLB&B Advisors, LLC | 5,610 | $367.2K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 5,690 | $372.5K | 0.01% | +5,690 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,756 | $376.8K | 0.02% | +5,756 | New |
| Swiss Life Asset Management Ltd | 5,761 | $377.1K | 0.00% | +5,761 | New |
| Mutual of America Capital Management LLC | 6,112 | $400.1K | 0.00% | −137−2.2% | Reduced |
| Westover Capital Advisors, LLC | 6,115 | $400.3K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 6,300 | $412.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,315 | $413.4K | 0.12% | 00.0% | Unchanged |
| Royce & Associates LP | 6,354 | $415.9K | 0.00% | −2,378−27.2% | Reduced |
| Commerce Bank | 6,515 | $426.5K | 0.00% | +6,515 | New |
| Planning Directions Inc | 6,525 | $427.1K | 0.22% | +330+5.3% | Added |
| JMN Financial LLC | 6,563 | $429.6K | 0.42% | +719+12.3% | Added |
| Colony Group, LLC | 6,761 | $442.6K | 0.00% | +1,131+20.1% | Added |
| Mercer Global Advisors Inc | 6,973 | $456.5K | 0.00% | +1,850+36.1% | Added |
| Haverford Trust Co | 7,000 | $458.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,912 | $458.2K | 0.00% | −256−3.6% | Reduced |
| DGS Capital Management, LLC | 7,156 | $468.4K | 0.08% | +1,175+19.6% | Added |
| Stifel Financial Corp | 7,330 | $479.8K | 0.00% | +6+0.1% | Added |
| JustInvest LLC | 7,436 | $486.8K | 0.00% | +791+11.9% | Added |
| Maryland State Retirement & Pension System | 7,764 | $508.2K | 0.01% | −282−3.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,806 | $511.0K | 0.02% | +107+1.4% | Added |
| Alps Advisors Inc | 7,900 | $517.1K | 0.00% | +7,900 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 8,078 | $528.8K | 0.00% | −41,934−83.8% | Reduced |
| Lido Advisors, LLC | 8,253 | $540.3K | 0.00% | +1,624+24.5% | Added |
| ProShare Advisors LLC | 8,314 | $544.2K | 0.00% | −2,558−23.5% | Reduced |
| Jones Financial Companies LLLP | 8,610 | $546.4K | 0.00% | +8,174+1,874.8% | Added |
| Voloridge Investment Management, LLC | 8,388 | $549.1K | 0.00% | −32,174−79.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,596 | $563.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,250 | $566.2K | 0.00% | +23+0.2% | Added |
| WSFS Capital Management, LLC | 8,663 | $567.0K | 0.03% | −8,846−50.5% | Reduced |
| CWM, LLC | 8,708 | $570.0K | 0.00% | +3,401+64.1% | Added |
| Pictet Asset Management Holding SA | 8,945 | $585.5K | 0.00% | +909+11.3% | Added |
| Voya Investment Management LLC | 9,199 | $602.2K | 0.00% | −778−7.8% | Reduced |
| Ironwood Investment Management LLC | 9,270 | $606.8K | 0.25% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,081 | $653.4K | 0.00% | −54−0.5% | Reduced |
| Modera Wealth Management, LLC | 10,214 | $668.6K | 0.01% | −50.0% | Reduced |
| Marshall Wace, LLP | 10,700 | $700.4K | 0.00% | +10,700 | New |
| Sippican Capital Advisors | 11,089 | $725.9K | 0.50% | +451+4.2% | Added |
| Univest Financial Corp | 11,616 | $760.4K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 11,800 | $772.4K | 0.02% | +11,800 | New |
| KLP Kapitalforvaltning AS | 11,930 | $780.9K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,975 | $783.9K | 0.00% | +2,519+26.6% | Added |
| BNP Paribas Arbitrage, SA | 12,112 | $792.9K | 0.00% | −887−6.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,203 | $798.8K | 0.01% | −300−2.4% | Reduced |
| Qube Research & Technologies Ltd | 12,247 | $801.7K | 0.00% | −164,381−93.1% | Reduced |
| Glenmede Trust Co NA | 12,804 | $838.1K | 0.00% | +503+4.1% | Added |
| SummerHaven Investment Management, LLC | 12,953 | $847.9K | 0.52% | −1,609−11.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,208 | $864.6K | 0.00% | −328−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,571 | $889.0K | 0.01% | −750−5.2% | Reduced |
| Janney Montgomery Scott LLC | 13,828 | $905.0K | 0.00% | +6,297+83.6% | Added |
| Verdence Capital Advisors LLC | 14,000 | $916.4K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 14,085 | $922.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,117 | $924.1K | 0.01% | +14,117 | New |
| Quantinno Capital Management LP | 14,168 | $927.5K | 0.00% | +4,730+50.1% | Added |
| Horizon Investments, LLC | 14,277 | $932.0K | 0.01% | +14,277 | New |
| Yousif Capital Management, LLC | 14,412 | $943.4K | 0.01% | −410−2.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,442 | $945.4K | 0.01% | −403−2.7% | Reduced |
| Dark Forest Capital Management LP | 14,486 | $948.3K | 0.08% | −11,407−44.1% | Reduced |
| Lountzis Asset Management, LLC | 14,621 | $957.1K | 0.35% | 00.0% | Unchanged |