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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 355 | $3.64B |
| Q1 2026 | 331 | $3.08B |
| Q4 2025 | 315 | $2.71B |
| Q3 2025 | 294 | $2.88B |
| Q2 2025 | 286 | $2.83B |
| Q1 2025 | 264 | $2.77B |
| Q4 2024 | 252 | $2.86B |
| Q3 2024 | 265 | $2.73B |
| Q2 2024 | 233 | $2.53B |
| Q1 2024 | 241 | $2.50B |
| Q4 2023 | 243 | $2.50B |
| Q3 2023 | 218 | $1.94B |
| Q2 2023 | 209 | $2.03B |
| Q1 2023 | 226 | $2.04B |
| Q4 2022 | 232 | $2.47B |
| Q3 2022 | 236 | $2.60B |
| Q2 2022 | 234 | $2.26B |
| Q1 2022 | 231 | $2.65B |
| Q4 2021 | 202 | $2.26B |
| Q3 2021 | 187 | $2.22B |
| Q2 2021 | 189 | $1.99B |
| Q1 2021 | 188 | $2.15B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truist Financial Corp | 2,894 | $222.1K | 0.00% | −1,127−28.0% | Reduced |
| Merit Financial Group, LLC | 2,910 | $223.3K | 0.00% | +2,910 | New |
| DnB Asset Management AS | 2,929 | $224.7K | 0.00% | −547−15.7% | Reduced |
| FourThought Financial Partners, LLC | 2,937 | $225.4K | 0.02% | −284−8.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,959 | $227.0K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 2,988 | $229.3K | 0.00% | +2,988 | New |
| Blue Bell Private Wealth Management, LLC | 3,019 | $231.6K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,072 | $235.7K | 0.36% | +3,072 | New |
| Prelude Capital Management, LLC | 3,105 | $238.2K | 0.02% | +3,105 | New |
| CIBC Asset Management Inc | 3,158 | $242.3K | 0.00% | −407−11.4% | Reduced |
| Assetmark, Inc | 3,194 | $245.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,243 | $248.8K | 0.01% | 00.0% | Unchanged |
| BDFS Capital LLC | 3,252 | $249.5K | 0.11% | 00.0% | Unchanged |
| Sensenig Capital Advisors, Inc | 3,300 | $253.2K | 0.23% | 00.0% | Unchanged |
| Blair William & Co | 3,396 | $260.6K | 0.00% | +3,396 | New |
| Cambria Investment Management, L.P. | 3,487 | $267.6K | 0.01% | −1,088−23.8% | Reduced |
| Bailard, Inc. | 3,500 | $268.6K | 0.01% | −8,300−70.3% | Reduced |
| Virginia Retirement Systems Et Al | 3,500 | $268.6K | 0.00% | +3,500 | New |
| Crossmark Global Holdings, Inc. | 3,518 | $269.9K | 0.00% | −349−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,568 | $273.8K | 0.01% | +550+18.2% | Added |
| US Bancorp | 3,675 | $282.0K | 0.00% | −372−9.2% | Reduced |
| Nisa Investment Advisors, LLC | 3,729 | $286.1K | 0.00% | +824+28.4% | Added |
| Schonfeld Strategic Advisors LLC | 3,751 | $287.8K | 0.00% | +3,751 | New |
| Stillwater Private Wealth, LLC | 3,568 | $289.0K | 0.19% | −385−9.7% | Reduced |
| Squarepoint Ops LLC | 3,955 | $303.5K | 0.00% | +3,955 | New |
| Cornerstone Investment Partners, LLC | 4,031 | $309.3K | 0.01% | −194−4.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,039 | $309.9K | 0.03% | +4+0.1% | Added |
| Ensign Peak Advisors, Inc | 4,057 | $311.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,072 | $312.4K | 0.01% | −57−1.4% | Reduced |
| Bank of Montreal | 4,074 | $312.6K | 0.00% | +155+4.0% | Added |
| Stephens Inc | 4,101 | $314.7K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,103 | $314.8K | 0.07% | +11+0.3% | Added |
| Prosperity Advisers, LLC | 4,112 | $315.5K | 0.23% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,196 | $322.0K | 0.00% | +941+28.9% | Added |
| Ascent Group, LLC | 4,343 | $333.2K | 0.01% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 4,450 | $341.4K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,451 | $341.5K | 0.00% | +765+20.8% | Added |
| CI Private Wealth, LLC | 4,490 | $344.5K | 0.00% | +4,490 | New |
| Jacobi Capital Management LLC | 4,500 | $345.3K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 4,605 | $353.3K | 0.43% | +4,605 | New |
| Aigen Investment Management, LP | 4,608 | $353.6K | 0.10% | +4,608 | New |
| Ameritas Investment Partners, Inc. | 4,821 | $369.9K | 0.01% | +448+10.2% | Added |
| Kestra Advisory Services, LLC | 4,826 | $370.3K | 0.00% | +45+0.9% | Added |
| Allegheny Financial Group LTD | 4,976 | $381.9K | 0.04% | +13+0.3% | Added |
| RSM US Wealth Management LLC | 5,005 | $384.0K | 0.00% | +1,352+37.0% | Added |
| Hillsdale Investment Management Inc. | 5,040 | $386.7K | 0.01% | +420+9.1% | Added |
| Strid Group, LLC | 5,103 | $391.6K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,126 | $393.3K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,153 | $395.4K | 0.00% | −6,822−57.0% | Reduced |
| HighTower Advisors, LLC | 5,257 | $403.4K | 0.00% | −304−5.5% | Reduced |
| Xponance, Inc. | 5,268 | $404.2K | 0.00% | +146+2.9% | Added |
| DRW Securities, LLC | 5,338 | $409.6K | 0.02% | −140−2.6% | Reduced |
| BLB&B Advisors, LLC | 5,610 | $430.5K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,624 | $431.5K | 0.00% | +5,624 | New |
| Entropy Technologies, LP | 5,675 | $435.4K | 0.02% | +5,675 | New |
| Cambridge Investment Research Advisors, Inc. | 5,678 | $436.0K | 0.00% | +5,678 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,756 | $441.7K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,877 | $450.9K | 0.00% | +116+2.0% | Added |
| Colony Group, LLC | 5,918 | $454.2K | 0.00% | −843−12.5% | Reduced |
| Mutual of America Capital Management LLC | 5,961 | $457.4K | 0.00% | −151−2.5% | Reduced |
| Commerce Bank | 6,015 | $461.5K | 0.00% | −500−7.7% | Reduced |
| Advisors Asset Management, Inc. | 6,016 | $461.6K | 0.01% | +6,016 | New |
| Westover Capital Advisors, LLC | 6,115 | $469.2K | 0.08% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,118 | $469.5K | 0.00% | +667+12.2% | Added |
| Marshall Wace, LLP | 6,200 | $475.7K | 0.00% | −4,500−42.1% | Reduced |
| Vise Technologies, Inc. | 6,249 | $479.5K | 0.01% | +1,682+36.8% | Added |
| Guggenheim Capital LLC | 6,274 | $481.4K | 0.00% | +6,274 | New |
| EntryPoint Capital, LLC | 6,315 | $484.6K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,405 | $491.0K | 0.00% | −41,299−86.6% | Reduced |
| Planning Directions Inc | 6,544 | $502.1K | 0.23% | +19+0.3% | Added |
| Lido Advisors, LLC | 6,655 | $510.7K | 0.00% | −1,598−19.4% | Reduced |
| Jones Financial Companies LLLP | 6,611 | $511.4K | 0.00% | −1,999−23.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,585 | $528.0K | 0.17% | +6,585 | New |
| State of Wisconsin Investment Board | 6,966 | $534.5K | 0.00% | +1,639+30.8% | Added |
| Stifel Financial Corp | 7,358 | $564.6K | 0.00% | +28+0.4% | Added |
| Haverford Trust Co | 7,441 | $570.9K | 0.00% | +441+6.3% | Added |
| Ieq Capital, LLC | 7,504 | $575.8K | 0.00% | −16,923−69.3% | Reduced |
| ProShare Advisors LLC | 7,563 | $580.3K | 0.00% | −751−9.0% | Reduced |
| Maryland State Retirement & Pension System | 7,618 | $584.5K | 0.01% | −146−1.9% | Reduced |
| STRS Ohio | 7,700 | $590.8K | 0.00% | +1,400+22.2% | Added |
| Dark Forest Capital Management LP | 7,767 | $596.0K | 0.04% | −6,719−46.4% | Reduced |
| Mercer Global Advisors Inc | 7,809 | $599.2K | 0.00% | +836+12.0% | Added |
| Pine Valley Investments Ltd Liability Co | 7,817 | $599.8K | 0.03% | +11+0.1% | Added |
| JMN Financial LLC | 7,846 | $602.0K | 0.47% | +1,283+19.5% | Added |
| Alps Advisors Inc | 8,000 | $613.8K | 0.00% | +100+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 8,140 | $624.6K | 0.03% | +8,140 | New |
| Pictet Asset Management Holding SA | 8,244 | $632.6K | 0.00% | −701−7.8% | Reduced |
| JustInvest LLC | 8,330 | $639.2K | 0.01% | +894+12.0% | Added |
| Savant Capital, LLC | 9,057 | $644.7K | 0.00% | +4,566+101.7% | Added |
| denkapparat Operations GmbH | 8,546 | $655.7K | 0.21% | +8,546 | New |
| Public Employees Retirement Association of Colorado | 8,596 | $660.0K | 0.00% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 8,669 | $665.2K | 0.03% | +6+0.1% | Added |
| Empowered Funds, LLC | 8,886 | $681.8K | 0.00% | +8,886 | New |
| Amundi | 9,068 | $695.8K | 0.00% | +9,068 | New |
| Ironwood Investment Management LLC | 9,270 | $711.3K | 0.25% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 9,209 | $714.7K | 0.00% | +2,297+33.2% | Added |
| Fox Run Management, L.L.C. | 9,788 | $751.0K | 0.12% | +9,788 | New |
| Voya Investment Management LLC | 9,920 | $761.2K | 0.00% | +721+7.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,145 | $778.5K | 0.00% | +64+0.6% | Added |
| Equitable Holdings, Inc. | 10,274 | $788.3K | 0.00% | +24+0.2% | Added |