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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 26,358 | $1.73M | 0.00% | +26,358 | New |
| LPL Financial LLC | 25,412 | $1.66M | 0.00% | +3,308+15.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,054 | $1.64M | 0.00% | −919−3.5% | Reduced |
| Private Advisor Group, LLC | 24,576 | $1.61M | 0.01% | −110.0% | Reduced |
| Ieq Capital, LLC | 24,427 | $1.60M | 0.01% | +13,602+125.7% | Added |
| Louisiana State Employees Retirement System | 23,700 | $1.55M | 0.03% | −1,300−5.2% | Reduced |
| HSBC Holdings PLC | 23,138 | $1.51M | 0.00% | +4,145+21.8% | Added |
| Renaissance Technologies LLC | 23,077 | $1.51M | 0.00% | −16,400−41.5% | Reduced |
| Janus Henderson Group PLC | 23,021 | $1.51M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 22,600 | $1.48M | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 21,545 | $1.41M | 0.00% | −512−2.3% | Reduced |
| Teacher Retirement System of Texas | 21,255 | $1.39M | 0.01% | +11,169+110.7% | Added |
| Corbyn Investment Management Inc | 20,838 | $1.36M | 0.45% | −11,747−36.1% | Reduced |
| Cetera Investment Advisers | 20,570 | $1.35M | 0.00% | +1,214+6.3% | Added |
| Salzhauer Michael | 19,329 | $1.27M | 0.60% | 00.0% | Unchanged |
| Creative Planning | 18,992 | $1.24M | 0.00% | −10,756−36.2% | Reduced |
| Integrated Quantitative Investments LLC | 18,034 | $1.18M | 0.21% | +18,034 | New |
| Los Angeles Capital Management LLC | 17,870 | $1.17M | 0.00% | +14,026+364.9% | Added |
| Commonwealth Equity Services, LLC | 17,814 | $1.17M | 0.00% | +17,814 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,811 | $1.17M | 0.00% | +2,432+15.8% | Added |
| Acadian Asset Management LLC | 17,812 | $1.16M | 0.00% | +11,690+191.0% | Added |
| Arrowstreet Capital, Limited Partnership | 17,521 | $1.15M | 0.00% | +5,260+42.9% | Added |
| Russell Investments Group, Ltd. | 17,336 | $1.13M | 0.00% | +372+2.2% | Added |
| Cerity Partners LLC | 16,751 | $1.10M | 0.00% | +5,424+47.9% | Added |
| Mariner, LLC | 16,193 | $1.06M | 0.00% | +4,545+39.0% | Added |
| Graham Capital Management, L.P. | 15,710 | $1.03M | 0.03% | +3,117+24.8% | Added |
| Handelsbanken Fonder AB | 15,705 | $1.03M | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,429 | $1.01M | 0.01% | −503−3.2% | Reduced |
| Man Group plc | 15,335 | $1.00M | 0.00% | −3,322−17.8% | Reduced |
| Arizona State Retirement System | 15,019 | $983.1K | 0.01% | −572−3.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 14,753 | $965.7K | 0.00% | +14,753 | New |
| Lountzis Asset Management, LLC | 14,621 | $957.1K | 0.35% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 14,486 | $948.3K | 0.08% | −11,407−44.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,442 | $945.4K | 0.01% | −403−2.7% | Reduced |
| Yousif Capital Management, LLC | 14,412 | $943.4K | 0.01% | −410−2.8% | Reduced |
| Horizon Investments, LLC | 14,277 | $932.0K | 0.01% | +14,277 | New |
| Quantinno Capital Management LP | 14,168 | $927.5K | 0.00% | +4,730+50.1% | Added |
| Summit Trail Advisors, LLC | 14,117 | $924.1K | 0.01% | +14,117 | New |
| Mill Creek Capital Advisors, LLC | 14,085 | $922.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,000 | $916.4K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,828 | $905.0K | 0.00% | +6,297+83.6% | Added |
| Teachers Retirement System of the State of Kentucky | 13,571 | $889.0K | 0.01% | −750−5.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,208 | $864.6K | 0.00% | −328−2.4% | Reduced |
| SummerHaven Investment Management, LLC | 12,953 | $847.9K | 0.52% | −1,609−11.0% | Reduced |
| Glenmede Trust Co NA | 12,804 | $838.1K | 0.00% | +503+4.1% | Added |
| Qube Research & Technologies Ltd | 12,247 | $801.7K | 0.00% | −164,381−93.1% | Reduced |
| Oregon Public Employees Retirement Fund | 12,203 | $798.8K | 0.01% | −300−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 12,112 | $792.9K | 0.00% | −887−6.8% | Reduced |
| Toroso Investments, LLC | 11,975 | $783.9K | 0.00% | +2,519+26.6% | Added |
| KLP Kapitalforvaltning AS | 11,930 | $780.9K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 11,800 | $772.4K | 0.02% | +11,800 | New |
| Univest Financial Corp | 11,616 | $760.4K | 0.04% | 00.0% | Unchanged |
| Sippican Capital Advisors | 11,089 | $725.9K | 0.50% | +451+4.2% | Added |
| Marshall Wace, LLP | 10,700 | $700.4K | 0.00% | +10,700 | New |
| Modera Wealth Management, LLC | 10,214 | $668.6K | 0.01% | −50.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,081 | $653.4K | 0.00% | −54−0.5% | Reduced |
| Ironwood Investment Management LLC | 9,270 | $606.8K | 0.25% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,199 | $602.2K | 0.00% | −778−7.8% | Reduced |
| Pictet Asset Management Holding SA | 8,945 | $585.5K | 0.00% | +909+11.3% | Added |
| CWM, LLC | 8,708 | $570.0K | 0.00% | +3,401+64.1% | Added |
| WSFS Capital Management, LLC | 8,663 | $567.0K | 0.03% | −8,846−50.5% | Reduced |
| Equitable Holdings, Inc. | 10,250 | $566.2K | 0.00% | +23+0.2% | Added |
| Public Employees Retirement Association of Colorado | 8,596 | $563.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 8,388 | $549.1K | 0.00% | −32,174−79.3% | Reduced |
| Jones Financial Companies LLLP | 8,610 | $546.4K | 0.00% | +8,174+1,874.8% | Added |
| ProShare Advisors LLC | 8,314 | $544.2K | 0.00% | −2,558−23.5% | Reduced |
| Lido Advisors, LLC | 8,253 | $540.3K | 0.00% | +1,624+24.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,078 | $528.8K | 0.00% | −41,934−83.8% | Reduced |
| Alps Advisors Inc | 7,900 | $517.1K | 0.00% | +7,900 | New |
| Pine Valley Investments Ltd Liability Co | 7,806 | $511.0K | 0.02% | +107+1.4% | Added |
| Maryland State Retirement & Pension System | 7,764 | $508.2K | 0.01% | −282−3.5% | Reduced |
| JustInvest LLC | 7,436 | $486.8K | 0.00% | +791+11.9% | Added |
| Stifel Financial Corp | 7,330 | $479.8K | 0.00% | +6+0.1% | Added |
| DGS Capital Management, LLC | 7,156 | $468.4K | 0.08% | +1,175+19.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,912 | $458.2K | 0.00% | −256−3.6% | Reduced |
| Haverford Trust Co | 7,000 | $458.2K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,973 | $456.5K | 0.00% | +1,850+36.1% | Added |
| Colony Group, LLC | 6,761 | $442.6K | 0.00% | +1,131+20.1% | Added |
| JMN Financial LLC | 6,563 | $429.6K | 0.42% | +719+12.3% | Added |
| Planning Directions Inc | 6,525 | $427.1K | 0.22% | +330+5.3% | Added |
| Commerce Bank | 6,515 | $426.5K | 0.00% | +6,515 | New |
| Royce & Associates LP | 6,354 | $415.9K | 0.00% | −2,378−27.2% | Reduced |
| EntryPoint Capital, LLC | 6,315 | $413.4K | 0.12% | 00.0% | Unchanged |
| STRS Ohio | 6,300 | $412.4K | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 6,115 | $400.3K | 0.07% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 6,112 | $400.1K | 0.00% | −137−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 5,761 | $377.1K | 0.00% | +5,761 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,756 | $376.8K | 0.02% | +5,756 | New |
| GTS Securities LLC | 5,690 | $372.5K | 0.01% | +5,690 | New |
| BLB&B Advisors, LLC | 5,610 | $367.2K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,561 | $364.0K | 0.00% | −61−1.1% | Reduced |
| DRW Securities, LLC | 5,478 | $358.6K | 0.02% | −402−6.8% | Reduced |
| Captrust Financial Advisors | 5,451 | $356.9K | 0.00% | +1,094+25.1% | Added |
| Brevan Howard Capital Management LP | 5,405 | $353.8K | 0.00% | −940−14.8% | Reduced |
| State of Wisconsin Investment Board | 5,327 | $348.7K | 0.00% | +5,327 | New |
| Numerai GP LLC | 5,171 | $338.5K | 0.03% | −81,976−94.1% | Reduced |
| Mutual Advisors, LLC | 5,126 | $335.5K | 0.01% | +44+0.9% | Added |
| Xponance, Inc. | 5,122 | $335.3K | 0.00% | +691+15.6% | Added |
| Strid Group, LLC | 5,103 | $334.0K | 0.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,963 | $324.9K | 0.04% | −166−3.2% | Reduced |