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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 4,781 | $313.0K | 0.00% | −58−1.2% | Reduced |
| Counterpoint Mutual Funds LLC | 4,754 | $311.2K | 0.05% | −372−7.3% | Reduced |
| Hillsdale Investment Management Inc. | 4,620 | $302.4K | 0.01% | +4,620 | New |
| Cambria Investment Management, L.P. | 4,575 | $299.5K | 0.02% | +4,575 | New |
| Skopos Labs, Inc. | 4,557 | $298.2K | 0.01% | +4,557 | New |
| Jacobi Capital Management LLC | 4,500 | $294.6K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,491 | $294.0K | 0.00% | +577+14.7% | Added |
| Beacon Pointe Advisors, LLC | 4,489 | $293.9K | 0.00% | +4,489 | New |
| Affinity Wealth Management LLC | 4,450 | $291.3K | 0.04% | −10−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,373 | $286.3K | 0.01% | −306−6.5% | Reduced |
| Fieldview Capital Management, LLC | 4,345 | $284.4K | 0.08% | −6,757−60.9% | Reduced |
| Ascent Group, LLC | 4,343 | $284.3K | 0.01% | +17+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,296 | $281.2K | 0.01% | −37,479−89.7% | Reduced |
| M&T Bank Corp | 4,250 | $278.2K | 0.00% | +4,250 | New |
| Cornerstone Investment Partners, LLC | 4,225 | $276.6K | 0.01% | +4,225 | New |
| Profund Advisors LLC | 4,129 | $270.3K | 0.01% | −2,452−37.3% | Reduced |
| Prosperity Advisers, LLC | 4,112 | $269.2K | 0.22% | 00.0% | Unchanged |
| Stephens Inc | 4,101 | $268.5K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,092 | $267.8K | 0.07% | +11+0.3% | Added |
| Ensign Peak Advisors, Inc | 4,057 | $265.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,047 | $264.9K | 0.00% | +202+5.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,035 | $264.1K | 0.03% | +37+0.9% | Added |
| Truist Financial Corp | 4,021 | $263.2K | 0.00% | −289−6.7% | Reduced |
| Stillwater Private Wealth, LLC | 3,953 | $258.0K | 0.22% | +3,953 | New |
| Polymer Capital Management (US) LLC | 3,929 | $257.2K | 0.04% | +3,929 | New |
| Bank of Montreal | 3,919 | $256.5K | 0.00% | +274+7.5% | Added |
| Crossmark Global Holdings, Inc. | 3,867 | $253.1K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,567 | $252.3K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,686 | $241.3K | 0.00% | +3,686 | New |
| RSM US Wealth Management LLC | 3,653 | $239.1K | 0.00% | +3,653 | New |
| CIBC Asset Management Inc | 3,565 | $233.4K | 0.00% | −105−2.9% | Reduced |
| DnB Asset Management AS | 3,476 | $227.5K | 0.00% | +3,476 | New |
| Bayforest Capital Ltd | 3,363 | $220.1K | 0.25% | +3,363 | New |
| Sensenig Capital Advisors, Inc | 3,300 | $216.0K | 0.22% | +3,300 | New |
| Sanctuary Advisors, LLC | 3,255 | $213.1K | 0.00% | +3,255 | New |
| BDFS Capital LLC | 3,252 | $212.9K | 0.10% | +3,252 | New |
| FourThought Financial Partners, LLC | 3,221 | $210.8K | 0.02% | +3,221 | New |
| Assetmark, Inc | 3,194 | $209.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,243 | $209.0K | 0.01% | −291−8.2% | Reduced |
| Balyasny Asset Management LLC | 3,179 | $208.1K | 0.00% | −41,769−92.9% | Reduced |
| Inceptionr LLC | 3,162 | $207.0K | 0.05% | +3,162 | New |
| Baird Financial Group, Inc. | 3,110 | $203.6K | 0.00% | +3,110 | New |
| Blue Bell Private Wealth Management, LLC | 3,019 | $197.6K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,018 | $197.6K | 0.01% | +1,680+125.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,959 | $193.7K | 0.00% | −36−1.2% | Reduced |
| Hamilton Capital Partners Inc. | 2,932 | $191.9K | 0.01% | −1,584−35.1% | Reduced |
| Nisa Investment Advisors, LLC | 2,905 | $190.2K | 0.00% | +25+0.9% | Added |
| Advisor Group Holdings, Inc. | 2,613 | $171.2K | 0.00% | −70−2.6% | Reduced |
| LSV Asset Management | 2,400 | $157.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,158 | $141.3K | 0.01% | +163+8.2% | Added |
| KBC Group NV | 1,913 | $125.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,894 | $124.0K | 0.00% | +1,113+142.5% | Added |
| Sterling Capital Management LLC | 1,786 | $116.9K | 0.00% | −1,445−44.7% | Reduced |
| Trust Co of Toledo NA | 1,500 | $98.2K | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1,450 | $94.9K | 0.07% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 1,304 | $85.4K | 0.00% | −31−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,263 | $82.7K | 0.00% | +1,263 | New |
| EverSource Wealth Advisors, LLC | 1,217 | $79.7K | 0.00% | +69+6.0% | Added |
| Farther Finance Advisors, LLC | 1,176 | $77.6K | 0.00% | −2,100−64.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,075 | $70.4K | 0.00% | +524+95.1% | Added |
| South State Corp. | 1,000 | $65.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 936 | $61.3K | 0.00% | +20+2.2% | Added |
| Key Financial Inc | 851 | $55.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 788 | $51.6K | 0.00% | +34+4.5% | Added |
| VSM Wealth Advisory, LLC | 750 | $49.1K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 694 | $45.4K | 0.02% | 00.0% | Unchanged |
| First Horizon Corp | 611 | $40.0K | 0.00% | −206−25.2% | Reduced |
| Aquatic Capital Management LLC | 564 | $36.9K | 0.00% | −1,355−70.6% | Reduced |
| Harbor Capital Advisors, Inc. | 554 | $36.0K | 0.00% | +238+75.3% | Added |
| Parkside Financial Bank & Trust | 511 | $33.5K | 0.00% | −1,087−68.0% | Reduced |
| GWM Advisors LLC | 496 | $32.5K | 0.00% | −110−18.2% | Reduced |
| Nomura Asset Management Co Ltd | 470 | $30.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 467 | $30.6K | 0.00% | +216+86.1% | Added |
| Root Financial Partners, LLC | 431 | $28.2K | 0.00% | +207+92.4% | Added |
| Costello Asset Management, INC | 430 | $28.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 410 | $26.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 360 | $23.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 324 | $21.2K | 0.00% | +44+15.7% | Added |
| Kemnay Advisory Services Inc. | 297 | $19.4K | 0.00% | −138−31.7% | Reduced |
| Umb Bank N A | 270 | $17.7K | 0.00% | +14+5.5% | Added |
| Rothschild Investment LLC | 253 | $16.6K | 0.00% | +53+26.5% | Added |
| Parallel Advisors, LLC | 251 | $16.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 237 | $16.0K | 0.01% | −133−35.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 203 | $13.3K | 0.00% | +203 | New |
| Ares Financial Consulting, LLC | 176 | $11.6K | 0.01% | +176 | New |
| Private Trust Co NA | 159 | $10.4K | 0.00% | +50+45.9% | Added |
| Bare Financial Services, Inc | 144 | $9.43K | 0.00% | +38+35.8% | Added |
| Brown Brothers Harriman & Co | 131 | $8.57K | 0.00% | +18+15.9% | Added |
| Harbor Investment Advisory, LLC | 130 | $8.51K | 0.00% | +130 | New |
| Vanguard National Trust Co | 120 | $7.86K | 0.00% | +120 | New |
| Private Wealth Management Group, LLC | 109 | $7.14K | 0.00% | −6−5.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 106 | $6.94K | 0.00% | +76+253.3% | Added |
| Rossby Financial, LCC | 93 | $6.14K | 0.00% | +93 | New |
| MAI Capital Management | 92 | $6.02K | 0.00% | +38+70.4% | Added |
| CVA Family Office, LLC | 84 | $5.50K | 0.00% | +84 | New |
| WPG Advisers, LLC | 63 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $3.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 55 | $3.65K | 0.00% | +3+5.8% | Added |
| Fortitude Family Office, LLC | 54 | $3.54K | 0.00% | +32+145.5% | Added |
| JFS Wealth Advisors, LLC | 47 | $3.08K | 0.00% | +4+9.3% | Added |