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 |
|---|---|---|---|---|---|
| Nuveen, LLC | 273,840 | $17.9M | 0.00% | +95,568+53.6% | Added |
| Vanguard Fiduciary Trust Co | 349,163 | $22.9M | 0.01% | +349,163 | New |
| Bank of New York Mellon Corp | 387,125 | $25.3M | 0.00% | −18,986−4.7% | Reduced |
| Standard Life Aberdeen plc | 391,077 | $25.6M | 0.04% | +7,865+2.1% | Added |
| Raymond James Financial Inc | 416,739 | $26.9M | 0.01% | +3,122+0.8% | Added |
| Alliancebernstein L.P. | 495,707 | $27.4M | 0.01% | −83,918−14.5% | Reduced |
| Principal Financial Group Inc | 427,481 | $28.0M | 0.01% | +166,837+64.0% | Added |
| Morgan Stanley | 430,394 | $28.2M | 0.00% | −92,427−17.7% | Reduced |
| Goldman Sachs Group Inc | 504,365 | $33.0M | 0.00% | +34,174+7.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 524,180 | $34.3M | 0.34% | +524,180 | New |
| Manufacturers Life Insurance Company, The | 530,175 | $34.7M | 0.03% | −17,347−3.2% | Reduced |
| Northern Trust Corp | 581,213 | $38.0M | 0.01% | +652+0.1% | Added |
| Palisade Capital Management LLC | 587,253 | $38.4M | 1.28% | −46,721−7.4% | Reduced |
| Frontier Capital Management Co LLC | 675,496 | $44.2M | 0.45% | −117,005−14.8% | Reduced |
| American Century Companies Inc | 691,361 | $45.3M | 0.02% | +12,741+1.9% | Added |
| Charles Schwab Investment Management Inc | 699,183 | $45.8M | 0.01% | +2,632+0.4% | Added |
| Bank of America Corp | 737,587 | $48.3M | 0.00% | +75,283+11.4% | Added |
| Brown Advisory Inc | 744,889 | $48.8M | 0.08% | −43,686−5.5% | Reduced |
| Cooke & Bieler LP | 789,302 | $51.7M | 0.58% | −266,600−25.2% | Reduced |
| Pzena Investment Management LLC | 878,588 | $57.5M | 0.19% | +1,772+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 908,558 | $59.5M | 0.04% | −25,386−2.7% | Reduced |
| Invesco Ltd. | 944,868 | $61.9M | 0.01% | −121,723−11.4% | Reduced |
| JPMorgan Chase & Co | 1,096,799 | $70.7M | 0.00% | −134,499−10.9% | Reduced |
| Geode Capital Management, LLC | 1,360,553 | $89.1M | 0.01% | −1,783−0.1% | Reduced |
| Nomura Asset Management International Inc. | 1,542,692 | $101.0M | 0.17% | −110,921−6.7% | Reduced |
| Vanguard Capital Management LLC | 2,367,989 | $155.0M | 0.00% | +2,367,989 | New |
| Franklin Resources Inc | 2,575,172 | $168.6M | 0.04% | +109,380+4.4% | Added |
| State Street Corp | 2,902,744 | $190.0M | 0.01% | +9,506+0.3% | Added |
| Vanguard Portfolio Management LLC | 3,257,822 | $213.3M | 0.01% | +3,257,822 | New |
| Dimensional Fund Advisors LP | 3,560,556 | $233.1M | 0.05% | −31,907−0.9% | Reduced |
| BlackRock, Inc. | 7,650,537 | $500.8M | 0.01% | −234,287−3.0% | Reduced |
| Boston Partners | 0 | $0 | 0.00% | −340,772−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −222,041−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −59,253−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −58,487−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −57,013−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −50,755−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −40,179−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,353−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −18,544−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −18,330−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −17,395−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,252−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,450−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −13,506−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,490−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,674−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −5,257−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| FineMark National Bank & Trust | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |