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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 10,373 | $795.9K | 0.01% | +159+1.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 10,607 | $813.9K | 0.00% | +10,607 | New |
| Sippican Capital Advisors | 11,089 | $850.9K | 0.52% | 00.0% | Unchanged |
| Argent Capital Management LLC | 11,481 | $880.9K | 0.03% | +11,481 | New |
| Univest Financial Corp | 11,616 | $891.3K | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,766 | $902.8K | 0.01% | −437−3.6% | Reduced |
| KLP Kapitalforvaltning AS | 11,930 | $915.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 12,096 | $928.1K | 0.10% | +12,096 | New |
| Glenmede Trust Co NA | 12,699 | $974.4K | 0.00% | −105−0.8% | Reduced |
| SummerHaven Investment Management, LLC | 12,953 | $993.9K | 0.53% | 00.0% | Unchanged |
| Legato Capital Management LLC | 13,097 | $1.00M | 0.08% | +13,097 | New |
| Teachers Retirement System of the State of Kentucky | 13,571 | $1.04M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,850 | $1.06M | 0.00% | +22+0.2% | Added |
| HSBC Holdings PLC | 13,898 | $1.07M | 0.00% | −9,240−39.9% | Reduced |
| Elo Mutual Pension Insurance Co | 13,958 | $1.07M | 0.01% | +13,958 | New |
| Summit Trail Advisors, LLC | 13,969 | $1.07M | 0.01% | −148−1.0% | Reduced |
| Verdence Capital Advisors LLC | 14,000 | $1.07M | 0.06% | 00.0% | Unchanged |
| Amalgamated Bank | 14,010 | $1.07M | 0.01% | −1,419−9.2% | Reduced |
| Yousif Capital Management, LLC | 14,042 | $1.08M | 0.01% | −370−2.6% | Reduced |
| Arizona State Retirement System | 14,407 | $1.11M | 0.01% | −612−4.1% | Reduced |
| Susquehanna International Group, LLP | 14,410 | $1.11M | 0.00% | −29,317−67.0% | Reduced |
| Lountzis Asset Management, LLC | 14,621 | $1.12M | 0.35% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 14,753 | $1.13M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,666 | $1.20M | 0.01% | +1,224+8.5% | Added |
| Mariner, LLC | 15,680 | $1.20M | 0.00% | −513−3.2% | Reduced |
| Handelsbanken Fonder AB | 15,705 | $1.21M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,146 | $1.24M | 0.02% | −30,380−65.3% | Reduced |
| Man Group plc | 16,486 | $1.26M | 0.00% | +1,151+7.5% | Added |
| Gsa Capital Partners LLP | 16,487 | $1.26M | 0.08% | +16,487 | New |
| Capital Fund Management S.A. | 16,878 | $1.30M | 0.01% | +16,878 | New |
| D. E. Shaw & Co., Inc. | 16,947 | $1.30M | 0.00% | −34,550−67.1% | Reduced |
| Graham Capital Management, L.P. | 17,060 | $1.31M | 0.04% | +1,350+8.6% | Added |
| Creative Planning | 17,290 | $1.33M | 0.00% | −1,702−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,811 | $1.37M | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,830 | $1.37M | 0.00% | +1,079+6.4% | Added |
| Los Angeles Capital Management LLC | 17,870 | $1.37M | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 19,329 | $1.48M | 0.55% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 19,600 | $1.50M | 0.01% | −9,226−32.0% | Reduced |
| Quantinno Capital Management LP | 20,101 | $1.54M | 0.00% | +5,933+41.9% | Added |
| Cetera Investment Advisers | 20,113 | $1.54M | 0.00% | −457−2.2% | Reduced |
| Teacher Retirement System of Texas | 20,648 | $1.58M | 0.00% | −607−2.9% | Reduced |
| Corbyn Investment Management Inc | 20,764 | $1.59M | 0.46% | −74−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 21,134 | $1.62M | 0.00% | −411−1.9% | Reduced |
| Aristotle Capital Boston, LLC | 21,221 | $1.63M | 0.11% | −7,101−25.1% | Reduced |
| Jupiter Topco LLC | 21,234 | $1.63M | 0.00% | +21,234 | New |
| State of New Jersey Common Pension Fund D | 21,596 | $1.66M | 0.01% | −12,131−36.0% | Reduced |
| Canada Pension Plan Investment Board | 22,600 | $1.73M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,800 | $1.75M | 0.03% | −900−3.8% | Reduced |
| Oliver Luxxe Assets LLC | 22,921 | $1.76M | 0.26% | −11,507−33.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,356 | $1.87M | 0.00% | −698−2.8% | Reduced |
| Private Advisor Group, LLC | 24,525 | $1.88M | 0.01% | −51−0.2% | Reduced |
| LPL Financial LLC | 25,276 | $1.94M | 0.00% | −136−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 25,691 | $1.97M | 0.00% | −1,410−5.2% | Reduced |
| Wedge Capital Management L L P | 26,032 | $2.00M | 0.03% | −1,357−5.0% | Reduced |
| Fifth Third Bancorp | 27,078 | $2.08M | 0.00% | −1,653−5.8% | Reduced |
| Illinois Municipal Retirement Fund | 27,163 | $2.08M | 0.02% | −1,062−3.8% | Reduced |
| Engineers Gate Manager LP | 27,802 | $2.13M | 0.03% | +27,802 | New |
| State of Tennessee, Treasury Department | 28,442 | $2.18M | 0.01% | −10,183−26.4% | Reduced |
| Vanguard Global Advisers, LLC | 29,598 | $2.27M | 0.00% | −973−3.2% | Reduced |
| New York State Teachers Retirement System | 30,605 | $2.35M | 0.00% | −2,982−8.9% | Reduced |
| Horizon Investments, LLC | 30,766 | $2.35M | 0.03% | +16,489+115.5% | Added |
| MetLife Investment Management | 30,896 | $2.37M | 0.01% | +1,803+6.2% | Added |
| Integrated Quantitative Investments LLC | 31,933 | $2.45M | 0.40% | +13,899+77.1% | Added |
| Rafferty Asset Management, LLC | 32,841 | $2.52M | 0.01% | −10,136−23.6% | Reduced |
| Thrivent Financial for Lutherans | 35,022 | $2.69M | 0.00% | −1,474−4.0% | Reduced |
| Assenagon Asset Management S.A. | 36,068 | $2.77M | 0.00% | +36,068 | New |
| Hantz Financial Services, Inc. | 38,209 | $2.93M | 0.04% | −2,021−5.0% | Reduced |
| Barclays PLC | 39,938 | $3.06M | 0.00% | +7,593+23.5% | Added |
| Great West Life Assurance Co | 42,082 | $3.23M | 0.01% | −2,498−5.6% | Reduced |
| Bridgeway Capital Management, LLC | 42,059 | $3.23M | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 45,351 | $3.48M | 0.01% | +12,425+37.7% | Added |
| Russell Investments Group, Ltd. | 46,274 | $3.55M | 0.00% | +28,938+166.9% | Added |
| Vanguard Asset Management, Ltd | 49,162 | $3.77M | 0.00% | +2,094+4.4% | Added |
| BNP Paribas Arbitrage, SA | 50,291 | $3.86M | 0.00% | +38,179+315.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 54,392 | $4.17M | 0.01% | −9,108−14.3% | Reduced |
| Deutsche Bank AG | 55,456 | $4.26M | 0.00% | +10,202+22.5% | Added |
| Citigroup Inc | 57,524 | $4.41M | 0.00% | +10,172+21.5% | Added |
| Commonwealth Equity Services, LLC | 58,891 | $4.52M | 0.01% | +41,077+230.6% | Added |
| California State Teachers Retirement System | 59,027 | $4.53M | 0.00% | −7,454−11.2% | Reduced |
| Lazard Asset Management LLC | 60,598 | $4.65M | 0.01% | +34,240+129.9% | Added |
| Royal Bank of Canada | 61,293 | $4.70M | 0.00% | −2,748−4.3% | Reduced |
| Winton Group Ltd | 65,328 | $5.01M | 0.16% | +65,328 | New |
| Bessemer Group Inc | 70,884 | $5.44M | 0.01% | +61+0.1% | Added |
| Millennium Management LLC | 72,300 | $5.55M | 0.00% | +31,154+75.7% | Added |
| Great Lakes Advisors, LLC | 74,597 | $5.72M | 0.04% | −17,407−18.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,023 | $5.83M | 0.01% | −583−0.8% | Reduced |
| Bryn Mawr Trust Co | 78,398 | $6.02M | 0.13% | −90.0% | Reduced |
| Price T Rowe Associates Inc | 79,413 | $6.09M | 0.00% | −44,528−35.9% | Reduced |
| Edgestream Partners, L.P. | 84,416 | $6.48M | 0.19% | +84,416 | New |
| First Trust Advisors LP | 85,061 | $6.53M | 0.00% | −22,135−20.6% | Reduced |
| Intech Investment Management LLC | 87,297 | $6.70M | 0.06% | +15,880+22.2% | Added |
| Arrowstreet Capital, Limited Partnership | 91,483 | $7.02M | 0.00% | +73,962+422.1% | Added |
| Point72 Asset Management, L.P. | 93,097 | $7.14M | 0.01% | +93,097 | New |
| Ameriprise Financial Inc | 94,670 | $7.26M | 0.00% | −6,637−6.6% | Reduced |
| UBS Group AG | 103,247 | $7.92M | 0.00% | −145,642−58.5% | Reduced |
| Swiss National Bank | 104,740 | $8.04M | 0.00% | −3,400−3.1% | Reduced |
| Acadian Asset Management LLC | 105,175 | $8.06M | 0.01% | +87,363+490.5% | Added |
| Tudor Investment Corp Et Al | 105,538 | $8.10M | 0.03% | +74,319+238.1% | Added |
| Prudential Financial Inc | 107,970 | $8.28M | 0.01% | +17,135+18.9% | Added |
| Lord, Abbett & Co. LLC | 108,676 | $8.34M | 0.02% | −30,878−22.1% | Reduced |