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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 109,365 | $8.39M | 0.00% | −2,489−2.2% | Reduced |
| SEI Investments Co | 117,812 | $9.04M | 0.01% | −56,607−32.5% | Reduced |
| UBS Asset Management Americas Inc | 118,291 | $9.08M | 0.00% | −346−0.3% | Reduced |
| Crawford Investment Counsel Inc | 118,806 | $9.12M | 0.15% | −980−0.8% | Reduced |
| Legal & General Group Plc | 119,213 | $9.15M | 0.00% | −3,203−2.6% | Reduced |
| Rhumbline Advisers | 131,995 | $10.1M | 0.01% | −16,959−11.4% | Reduced |
| Earnest Partners LLC | 139,342 | $10.7M | 0.04% | −5,420−3.7% | Reduced |
| Victory Capital Management Inc | 143,422 | $11.0M | 0.01% | +14,597+11.3% | Added |
| Natixis Advisors, L.P. | 146,590 | $11.2M | 0.01% | +31,443+27.3% | Added |
| Allspring Global Investments Holdings, LLC | 147,373 | $11.6M | 0.02% | +13,440+10.0% | Added |
| Bridgewater Associates, LP | 158,444 | $12.2M | 0.05% | +69,105+77.4% | Added |
| Wells Fargo & Company | 166,593 | $12.8M | 0.00% | +23,041+16.1% | Added |
| Clearbridge Investments, LLC | 168,798 | $13.0M | 0.01% | −22,827−11.9% | Reduced |
| Public Sector Pension Investment Board | 178,776 | $13.7M | 0.04% | −12,264−6.4% | Reduced |
| Algert Global LLC | 183,668 | $14.1M | 0.17% | +96,831+111.5% | Added |
| Citadel Advisors LLC | 189,946 | $14.6M | 0.01% | +80,620+73.7% | Added |
| Fisher Asset Management, LLC | 227,957 | $17.5M | 0.01% | +460.0% | Added |
| Alliancebernstein L.P. | 267,211 | $17.5M | 0.01% | −228,496−46.1% | Reduced |
| New York State Common Retirement Fund | 233,296 | $17.9M | 0.02% | +1,900+0.8% | Added |
| AQR Capital Management LLC | 256,901 | $19.7M | 0.01% | +260.0% | Added |
| Palisade Capital Management LLC | 279,625 | $21.5M | 0.93% | −307,628−52.4% | Reduced |
| Wellington Management Group LLP | 307,789 | $23.6M | 0.00% | +162,406+111.7% | Added |
| Cooke & Bieler LP | 330,340 | $25.3M | 0.29% | −458,962−58.1% | Reduced |
| Vanguard Fiduciary Trust Co | 343,779 | $26.4M | 0.01% | −5,384−1.5% | Reduced |
| FMR LLC | 345,298 | $26.5M | 0.00% | +277,278+407.6% | Added |
| Standard Life Aberdeen plc | 349,353 | $26.8M | 0.04% | −41,724−10.7% | Reduced |
| Qube Research & Technologies Ltd | 351,205 | $26.9M | 0.03% | +338,958+2,767.7% | Added |
| Nuveen, LLC | 364,947 | $28.0M | 0.01% | +91,107+33.3% | Added |
| Bank of New York Mellon Corp | 387,352 | $29.7M | 0.00% | +227+0.1% | Added |
| Raymond James Financial Inc | 388,295 | $29.8M | 0.01% | −28,444−6.8% | Reduced |
| Morgan Stanley | 433,570 | $33.3M | 0.00% | +3,176+0.7% | Added |
| Two Sigma Investments, LP | 504,502 | $38.7M | 0.03% | +251,298+99.2% | Added |
| Manufacturers Life Insurance Company, The | 521,623 | $40.0M | 0.03% | −8,552−1.6% | Reduced |
| Principal Financial Group Inc | 534,461 | $41.0M | 0.02% | +106,980+25.0% | Added |
| Frontier Capital Management Co LLC | 535,179 | $41.1M | 0.38% | −140,317−20.8% | Reduced |
| Northern Trust Corp | 607,642 | $46.6M | 0.01% | +26,429+4.5% | Added |
| Goldman Sachs Group Inc | 612,403 | $47.0M | 0.00% | +108,038+21.4% | Added |
| Norges Bank | 638,922 | $49.0M | 0.00% | +638,922 | New |
| Bank of America Corp | 646,080 | $49.6M | 0.00% | −91,507−12.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 705,083 | $54.1M | 0.48% | +180,903+34.5% | Added |
| American Century Companies Inc | 715,383 | $54.9M | 0.02% | +24,022+3.5% | Added |
| Brown Advisory Inc | 731,582 | $56.1M | 0.09% | −13,307−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 735,191 | $56.4M | 0.01% | +36,008+5.2% | Added |
| JPMorgan Chase & Co | 828,398 | $63.7M | 0.00% | −268,401−24.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 861,436 | $66.1M | 0.04% | −47,122−5.2% | Reduced |
| Pzena Investment Management LLC | 888,496 | $68.2M | 0.20% | +9,908+1.1% | Added |
| Invesco Ltd. | 1,052,326 | $80.7M | 0.01% | +107,458+11.4% | Added |
| Nomura Asset Management International Inc. | 1,165,245 | $89.4M | 0.13% | −377,447−24.5% | Reduced |
| Geode Capital Management, LLC | 1,570,611 | $120.5M | 0.01% | +210,058+15.4% | Added |
| Vanguard Capital Management LLC | 2,255,877 | $173.1M | 0.00% | −112,112−4.7% | Reduced |
| Franklin Resources Inc | 2,310,174 | $177.3M | 0.04% | −264,998−10.3% | Reduced |
| State Street Corp | 3,032,754 | $232.7M | 0.01% | +130,010+4.5% | Added |
| Vanguard Portfolio Management LLC | 3,312,116 | $254.1M | 0.01% | +54,294+1.7% | Added |
| Dimensional Fund Advisors LP | 3,572,913 | $274.2M | 0.05% | +12,357+0.3% | Added |
| BlackRock, Inc. | 7,515,901 | $576.7M | 0.01% | −134,636−1.8% | Reduced |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −251,148−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −169,122−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,838−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,405−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,077−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −13,208−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −8,388−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,078−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,690−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,754−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,345−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| First Horizon Corp | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Mill Creek Capital Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| DGS Capital Management, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |