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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 $3.64B in total; no superinvestor holds it.

13F holders, Q2 2026

Institutional positions in WSFS Financial Corp as of Jun 30, 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
355
+29 vs. Q1 2026
Shares held
47.4M
+393.5K (+0.8%) vs. Q1 2026
Total value
$3.64B
+$564.2M (+18.4%) vs. Q1 2026
New holders
63
113 more added
Sold out
34
110 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 355 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ2 2026: $3.64B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.26BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.60BQ4 2022: $2.47BQ1 2023: $2.04BQ2 2023: $2.03BQ3 2023: $1.94BQ4 2023: $2.50BQ1 2024: $2.50BQ2 2024: $2.53BQ3 2024: $2.73BQ4 2024: $2.86BQ1 2025: $2.77BQ2 2025: $2.83BQ3 2025: $2.88BQ4 2025: $2.71BQ1 2026: $3.08BQ2 2026: $3.64B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.64B
Q1 2026331$3.08B
Q4 2025315$2.71B
Q3 2025294$2.88B
Q2 2025286$2.83B
Q1 2025264$2.77B
Q4 2024252$2.86B
Q3 2024265$2.73B
Q2 2024233$2.53B
Q1 2024241$2.50B
Q4 2023243$2.50B
Q3 2023218$1.94B
Q2 2023209$2.03B
Q1 2023226$2.04B
Q4 2022232$2.47B
Q3 2022236$2.60B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.26B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2026.

Institutions holding WSFS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC4$00.00%+4New
Manchester Capital Management LLC1$770.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$770.00%00.0%Unchanged
TFC Financial Management1$770.00%00.0%Unchanged
Raffa Wealth Management, LLC1$770.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$770.00%+1New
Dunhill Financial, LLC1$860.00%00.0%Unchanged
Hughes Financial Services, LLC2$1530.00%+2New
DecisionPoint Financial, LLC2$1570.00%+2New
Stone House Investment Management, LLC3$2300.00%00.0%Unchanged
Davis Capital Management3$2300.00%+3New
True Wealth Design, LLC4$3070.00%−32−88.9%Reduced
TD Private Client Wealth LLC4$3070.00%00.0%Unchanged
LRI Investments, LLC4$3070.00%+4New
Silver Grove Financial Group, Inc.4$3070.00%+4New
Gilpin Wealth Management, LLC6$4610.00%00.0%Unchanged
Ankerstar Wealth, LLC7$5370.00%00.0%Unchanged
North Star Investment Management Corp.9$6910.00%00.0%Unchanged
HFM Investment Advisors, LLC9$6910.00%+4+80.0%Added
Plante Moran Financial Advisors, LLC9$6910.00%+9New
DiNuzzo Private Wealth, Inc.12$9210.00%00.0%Unchanged
Covestor Ltd10$1.00K0.00%−227−95.8%Reduced
CBIZ Investment Advisory Services, LLC16$1.07K0.00%00.0%Unchanged
Larson Financial Group LLC14$1.07K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC14$1.07K0.00%+2+16.7%Added
Valued Wealth Advisors LLC14$1.07K0.00%+14New
UMA Financial Services, Inc.15$1.15K0.00%+15New
Creative Capital Management Investments LLC22$1.69K0.00%+22New
Brandywine Financial Group21$2.00K0.02%00.0%Unchanged
Farmers & Merchants Investments Inc31$2.38K0.00%00.0%Unchanged
Torren Management, LLC32$2.42K0.00%+1+3.2%Added
Massmutual Trust Co FSB33$2.53K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC36$2.76K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC39$2.99K0.00%+11+39.3%Added
Rialto Wealth Management, LLC39$2.99K0.00%+14+56.0%Added
JFS Wealth Advisors, LLC53$4.07K0.00%+6+12.8%Added
Harbour Investments, Inc.56$4.29K0.00%+1+1.8%Added
Fortitude Family Office, LLC56$4.30K0.00%+2+3.7%Added
Picton Mahoney Asset Management70$5.37K0.00%+70New
WPG Advisers, LLC76$5.83K0.00%+13+20.6%Added
SJS Investment Consulting Inc.82$6.29K0.00%+64+355.6%Added
Action Point Financial Planning, LLC86$6.37K0.00%+86New
Rossby Financial, LCC93$7.14K0.00%00.0%Unchanged
CVA Family Office, LLC97$7.44K0.00%+13+15.5%Added
Fulcrum Asset Management LLP102$7.82K0.00%+102New
Keating Financial Advisory Services, Inc.107$8.21K0.00%+1+0.9%Added
Private Wealth Management Group, LLC109$8.36K0.00%00.0%Unchanged
Vanguard National Trust Co120$9.21K0.00%00.0%Unchanged
Brown Brothers Harriman & Co131$10.1K0.00%00.0%Unchanged
Private Trust Co NA149$11.4K0.00%−10−6.3%Reduced
Persistent Asset Partners Ltd158$12.1K0.00%+158New
Ares Financial Consulting, LLC176$13.5K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC204$15.7K0.00%+204New
Essential Partners LLC216$16.6K0.01%−478−68.9%Reduced
Bare Financial Services, Inc248$19.0K0.00%+104+72.2%Added
Parallel Advisors, LLC251$19.3K0.00%00.0%Unchanged
Montgomery Financial Services LLC256$19.6K0.02%+256New
Rothschild Investment LLC257$19.7K0.00%+4+1.6%Added
Umb Bank N A288$22.1K0.00%+18+6.7%Added
Versant Capital Management, Inc324$24.9K0.00%00.0%Unchanged
Kemnay Advisory Services Inc.356$27.3K0.00%+59+19.9%Added
Salomon & Ludwin, LLC360$28.2K0.00%00.0%Unchanged
IFP Advisors, Inc417$32.0K0.00%+7+1.7%Added
Costello Asset Management, INC430$33.0K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.461$35.0K0.00%−93−16.8%Reduced
Optiver Holding B.V.459$35.2K0.00%+459New
Nomura Asset Management Co Ltd470$36.1K0.00%00.0%Unchanged
GWM Advisors LLC496$38.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust508$39.0K0.00%−3−0.6%Reduced
Nikko Asset Management Americas, Inc.519$39.8K0.00%+519New
Allworth Financial LP609$46.7K0.00%+142+30.4%Added
VSM Wealth Advisory, LLC750$57.5K0.02%00.0%Unchanged
EverSource Wealth Advisors, LLC831$63.8K0.00%−386−31.7%Reduced
Public Employees Retirement System of Ohio833$63.9K0.00%+45+5.7%Added
Key Financial Inc851$65.3K0.01%00.0%Unchanged
Seneschal Advisors, LLC888$68.1K0.05%−562−38.8%Reduced
AdvisorNet Financial, Inc936$71.8K0.00%00.0%Unchanged
South State Corp.1,000$76.7K0.00%00.0%Unchanged
Sterling Capital Management LLC1,071$82.2K0.00%−715−40.0%Reduced
Rockefeller Capital Management L.P.1,100$84.5K0.00%+25+2.3%Added
New Age Alpha Advisors, LLC1,252$96.1K0.00%−52−4.0%Reduced
Farther Finance Advisors, LLC1,258$96.5K0.00%+82+7.0%Added
SRS Capital Advisors, Inc.1,320$101.3K0.00%+1,283+3,467.6%Added
Exchange Traded Concepts, LLC1,491$114.4K0.00%+228+18.1%Added
Trust Co of Toledo NA1,500$115.1K0.01%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,512$116.0K0.00%+1,512New
Global Retirement Partners, LLC1,827$140.2K0.00%+1,827New
KBC Group NV1,913$147.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC1,933$148.3K0.00%+39+2.1%Added
Hamilton Capital Partners Inc.1,983$152.2K0.00%−949−32.4%Reduced
Nykredit A/S2,270$174.2K0.00%+2,270New
LSV Asset Management2,400$184.0K0.00%00.0%Unchanged
GAMMA Investing LLC2,414$185.2K0.01%+256+11.9%Added
Chevy Chase Trust Holdings, Inc.2,650$203.3K0.00%+2,650New
Vista Finance, LLC2,667$204.6K0.11%+2,667New
Baird Financial Group, Inc.2,672$205.0K0.00%−438−14.1%Reduced
Advisor Group Holdings, Inc.2,698$207.1K0.00%+85+3.3%Added
Gladstone Institutional Advisory LLC2,788$213.9K0.01%+2,788New
Baron Wealth Management LLC2,811$215.7K0.06%+2,811New
Diametric Capital, LP2,851$218.8K0.02%+2,851New