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, 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
- +372.6K (+0.8%) vs. Q1 2026
- Total value
- $3.63B
- +$562.6M (+18.3%) 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 | $3.63B |
| 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, 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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 26,032 | $2.00M | 0.03% | −1,357−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 25,691 | $1.97M | 0.00% | −1,410−5.2% | Reduced |
| LPL Financial LLC | 25,276 | $1.94M | 0.00% | −136−0.5% | Reduced |
| Private Advisor Group, LLC | 24,525 | $1.88M | 0.01% | −51−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,356 | $1.87M | 0.00% | −698−2.8% | Reduced |
| Oliver Luxxe Assets LLC | 22,921 | $1.76M | 0.26% | −11,507−33.4% | Reduced |
| Louisiana State Employees Retirement System | 22,800 | $1.75M | 0.03% | −900−3.8% | Reduced |
| Canada Pension Plan Investment Board | 22,600 | $1.73M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 21,596 | $1.66M | 0.01% | −12,131−36.0% | Reduced |
| Jupiter Topco LLC | 21,234 | $1.63M | 0.00% | +21,234 | New |
| Aristotle Capital Boston, LLC | 21,221 | $1.63M | 0.11% | −7,101−25.1% | Reduced |
| The PNC Financial Services Group, Inc. | 21,134 | $1.62M | 0.00% | −411−1.9% | Reduced |
| Corbyn Investment Management Inc | 20,764 | $1.59M | 0.46% | −74−0.4% | Reduced |
| Teacher Retirement System of Texas | 20,648 | $1.58M | 0.00% | −607−2.9% | Reduced |
| Cetera Investment Advisers | 20,113 | $1.54M | 0.00% | −457−2.2% | Reduced |
| Quantinno Capital Management LP | 20,101 | $1.54M | 0.00% | +5,933+41.9% | Added |
| State of Alaska, Department of Revenue | 19,600 | $1.50M | 0.01% | −9,226−32.0% | Reduced |
| Salzhauer Michael | 19,329 | $1.48M | 0.55% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 18,034 | $1.38M | 0.00% | +18,034 | New |
| Los Angeles Capital Management LLC | 17,870 | $1.37M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,830 | $1.37M | 0.00% | +1,079+6.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,811 | $1.37M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,290 | $1.33M | 0.00% | −1,702−9.0% | Reduced |
| Graham Capital Management, L.P. | 17,060 | $1.31M | 0.04% | +1,350+8.6% | Added |
| D. E. Shaw & Co., Inc. | 16,947 | $1.30M | 0.00% | −34,550−67.1% | Reduced |
| Capital Fund Management S.A. | 16,878 | $1.30M | 0.01% | +16,878 | New |
| Gsa Capital Partners LLP | 16,487 | $1.26M | 0.08% | +16,487 | New |
| Man Group plc | 16,486 | $1.26M | 0.00% | +1,151+7.5% | Added |
| XTX Topco Ltd | 16,146 | $1.24M | 0.02% | −30,380−65.3% | Reduced |
| Handelsbanken Fonder AB | 15,705 | $1.21M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 15,680 | $1.20M | 0.00% | −513−3.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,666 | $1.20M | 0.01% | +1,224+8.5% | Added |
| Vanguard Investments Australia, Ltd. | 14,753 | $1.13M | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 14,621 | $1.12M | 0.35% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 14,410 | $1.11M | 0.00% | −29,317−67.0% | Reduced |
| Arizona State Retirement System | 14,407 | $1.11M | 0.01% | −612−4.1% | Reduced |
| Yousif Capital Management, LLC | 14,042 | $1.08M | 0.01% | −370−2.6% | Reduced |
| Amalgamated Bank | 14,010 | $1.07M | 0.01% | −1,419−9.2% | Reduced |
| Verdence Capital Advisors LLC | 14,000 | $1.07M | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,969 | $1.07M | 0.01% | −148−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 13,958 | $1.07M | 0.01% | +13,958 | New |
| HSBC Holdings PLC | 13,898 | $1.07M | 0.00% | −9,240−39.9% | Reduced |
| Janney Montgomery Scott LLC | 13,850 | $1.06M | 0.00% | +22+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 13,571 | $1.04M | 0.01% | 00.0% | Unchanged |
| Legato Capital Management LLC | 13,097 | $1.00M | 0.08% | +13,097 | New |
| SummerHaven Investment Management, LLC | 12,953 | $993.9K | 0.53% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 12,699 | $974.4K | 0.00% | −105−0.8% | Reduced |
| Headlands Technologies LLC | 12,096 | $928.1K | 0.10% | +12,096 | New |
| KLP Kapitalforvaltning AS | 11,930 | $915.4K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,766 | $902.8K | 0.01% | −437−3.6% | Reduced |
| Univest Financial Corp | 11,616 | $891.3K | 0.04% | 00.0% | Unchanged |
| Argent Capital Management LLC | 11,481 | $880.9K | 0.03% | +11,481 | New |
| Sippican Capital Advisors | 11,089 | $850.9K | 0.52% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,607 | $813.9K | 0.00% | +10,607 | New |
| Modera Wealth Management, LLC | 10,373 | $795.9K | 0.01% | +159+1.6% | Added |
| Equitable Holdings, Inc. | 10,274 | $788.3K | 0.00% | +24+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,145 | $778.5K | 0.00% | +64+0.6% | Added |
| Voya Investment Management LLC | 9,920 | $761.2K | 0.00% | +721+7.8% | Added |
| Fox Run Management, L.L.C. | 9,788 | $751.0K | 0.12% | +9,788 | New |
| Wealth Enhancement Advisory Services, LLC | 9,209 | $714.7K | 0.00% | +2,297+33.2% | Added |
| Ironwood Investment Management LLC | 9,270 | $711.3K | 0.25% | 00.0% | Unchanged |
| Amundi | 9,068 | $695.8K | 0.00% | +9,068 | New |
| Empowered Funds, LLC | 8,886 | $681.8K | 0.00% | +8,886 | New |
| WSFS Capital Management, LLC | 8,669 | $665.2K | 0.03% | +6+0.1% | Added |
| Public Employees Retirement Association of Colorado | 8,596 | $660.0K | 0.00% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 8,546 | $655.7K | 0.21% | +8,546 | New |
| Savant Capital, LLC | 9,057 | $644.7K | 0.00% | +4,566+101.7% | Added |
| JustInvest LLC | 8,330 | $639.2K | 0.01% | +894+12.0% | Added |
| Pictet Asset Management Holding SA | 8,244 | $632.6K | 0.00% | −701−7.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,140 | $624.6K | 0.03% | +8,140 | New |
| Alps Advisors Inc | 8,000 | $613.8K | 0.00% | +100+1.3% | Added |
| JMN Financial LLC | 7,846 | $602.0K | 0.47% | +1,283+19.5% | Added |
| Pine Valley Investments Ltd Liability Co | 7,817 | $599.8K | 0.03% | +11+0.1% | Added |
| Mercer Global Advisors Inc | 7,809 | $599.2K | 0.00% | +836+12.0% | Added |
| Dark Forest Capital Management LP | 7,767 | $596.0K | 0.04% | −6,719−46.4% | Reduced |
| STRS Ohio | 7,700 | $590.8K | 0.00% | +1,400+22.2% | Added |
| Maryland State Retirement & Pension System | 7,618 | $584.5K | 0.01% | −146−1.9% | Reduced |
| ProShare Advisors LLC | 7,563 | $580.3K | 0.00% | −751−9.0% | Reduced |
| Ieq Capital, LLC | 7,504 | $575.8K | 0.00% | −16,923−69.3% | Reduced |
| Haverford Trust Co | 7,441 | $570.9K | 0.00% | +441+6.3% | Added |
| Stifel Financial Corp | 7,358 | $564.6K | 0.00% | +28+0.4% | Added |
| State of Wisconsin Investment Board | 6,966 | $534.5K | 0.00% | +1,639+30.8% | Added |
| Jackson Creek Investment Advisors LLC | 6,585 | $528.0K | 0.17% | +6,585 | New |
| Jones Financial Companies LLLP | 6,611 | $511.4K | 0.00% | −1,999−23.2% | Reduced |
| Lido Advisors, LLC | 6,655 | $510.7K | 0.00% | −1,598−19.4% | Reduced |
| Planning Directions Inc | 6,544 | $502.1K | 0.23% | +19+0.3% | Added |
| SG Americas Securities, LLC | 6,405 | $491.0K | 0.00% | −41,299−86.6% | Reduced |
| EntryPoint Capital, LLC | 6,315 | $484.6K | 0.12% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,274 | $481.4K | 0.00% | +6,274 | New |
| Vise Technologies, Inc. | 6,249 | $479.5K | 0.01% | +1,682+36.8% | Added |
| Marshall Wace, LLP | 6,200 | $475.7K | 0.00% | −4,500−42.1% | Reduced |
| Captrust Financial Advisors | 6,118 | $469.5K | 0.00% | +667+12.2% | Added |
| Westover Capital Advisors, LLC | 6,115 | $469.2K | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,016 | $461.6K | 0.01% | +6,016 | New |
| Commerce Bank | 6,015 | $461.5K | 0.00% | −500−7.7% | Reduced |
| Mutual of America Capital Management LLC | 5,961 | $457.4K | 0.00% | −151−2.5% | Reduced |
| Colony Group, LLC | 5,918 | $454.2K | 0.00% | −843−12.5% | Reduced |
| Swiss Life Asset Management Ltd | 5,877 | $450.9K | 0.00% | +116+2.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,756 | $441.7K | 0.02% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,675 | $435.4K | 0.02% | +5,675 | New |