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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 5,624 | $431.5K | 0.00% | +5,624 | New |
| BLB&B Advisors, LLC | 5,610 | $430.5K | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 5,338 | $409.6K | 0.02% | −140−2.6% | Reduced |
| Xponance, Inc. | 5,268 | $404.2K | 0.00% | +146+2.9% | Added |
| HighTower Advisors, LLC | 5,257 | $403.4K | 0.00% | −304−5.5% | Reduced |
| Toroso Investments, LLC | 5,153 | $395.4K | 0.00% | −6,822−57.0% | Reduced |
| Mutual Advisors, LLC | 5,126 | $393.3K | 0.01% | 00.0% | Unchanged |
| Strid Group, LLC | 5,103 | $391.6K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 5,040 | $386.7K | 0.01% | +420+9.1% | Added |
| RSM US Wealth Management LLC | 5,005 | $384.0K | 0.00% | +1,352+37.0% | Added |
| Allegheny Financial Group LTD | 4,976 | $381.9K | 0.04% | +13+0.3% | Added |
| Kestra Advisory Services, LLC | 4,826 | $370.3K | 0.00% | +45+0.9% | Added |
| Ameritas Investment Partners, Inc. | 4,821 | $369.9K | 0.01% | +448+10.2% | Added |
| Aigen Investment Management, LP | 4,608 | $353.6K | 0.10% | +4,608 | New |
| MQS Management LLC | 4,605 | $353.3K | 0.43% | +4,605 | New |
| Jacobi Capital Management LLC | 4,500 | $345.3K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,490 | $344.5K | 0.00% | +4,490 | New |
| O'Shaughnessy Asset Management, LLC | 4,451 | $341.5K | 0.00% | +765+20.8% | Added |
| Affinity Wealth Management LLC | 4,450 | $341.4K | 0.04% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,343 | $333.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,196 | $322.0K | 0.00% | +941+28.9% | Added |
| Prosperity Advisers, LLC | 4,112 | $315.5K | 0.23% | 00.0% | Unchanged |
| Lansing Street Advisors | 4,103 | $314.8K | 0.07% | +11+0.3% | Added |
| Stephens Inc | 4,101 | $314.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 4,074 | $312.6K | 0.00% | +155+4.0% | Added |
| Profund Advisors LLC | 4,072 | $312.4K | 0.01% | −57−1.4% | Reduced |
| Ensign Peak Advisors, Inc | 4,057 | $311.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,039 | $309.9K | 0.03% | +4+0.1% | Added |
| Cornerstone Investment Partners, LLC | 4,031 | $309.3K | 0.01% | −194−4.6% | Reduced |
| Squarepoint Ops LLC | 3,955 | $303.5K | 0.00% | +3,955 | New |
| Stillwater Private Wealth, LLC | 3,568 | $289.0K | 0.19% | −385−9.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,751 | $287.8K | 0.00% | +3,751 | New |
| Nisa Investment Advisors, LLC | 3,729 | $286.1K | 0.00% | +824+28.4% | Added |
| US Bancorp | 3,675 | $282.0K | 0.00% | −372−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,568 | $273.8K | 0.01% | +550+18.2% | Added |
| Crossmark Global Holdings, Inc. | 3,518 | $269.9K | 0.00% | −349−9.0% | 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 |
| Cambria Investment Management, L.P. | 3,487 | $267.6K | 0.01% | −1,088−23.8% | Reduced |
| Blair William & Co | 3,396 | $260.6K | 0.00% | +3,396 | New |
| Sensenig Capital Advisors, Inc | 3,300 | $253.2K | 0.23% | 00.0% | Unchanged |
| BDFS Capital LLC | 3,252 | $249.5K | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,243 | $248.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,194 | $245.1K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,158 | $242.3K | 0.00% | −407−11.4% | Reduced |
| Prelude Capital Management, LLC | 3,105 | $238.2K | 0.02% | +3,105 | New |
| nVerses Capital, LLC | 3,072 | $235.7K | 0.36% | +3,072 | New |
| Blue Bell Private Wealth Management, LLC | 3,019 | $231.6K | 0.03% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 2,988 | $229.3K | 0.00% | +2,988 | New |
| Northwestern Mutual Wealth Management Co | 2,959 | $227.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,937 | $225.4K | 0.02% | −284−8.8% | Reduced |
| DnB Asset Management AS | 2,929 | $224.7K | 0.00% | −547−15.7% | Reduced |
| Merit Financial Group, LLC | 2,910 | $223.3K | 0.00% | +2,910 | New |
| Truist Financial Corp | 2,894 | $222.1K | 0.00% | −1,127−28.0% | Reduced |
| Diametric Capital, LP | 2,851 | $218.8K | 0.02% | +2,851 | New |
| Cambridge Investment Research Advisors, Inc. | 2,836 | $218.0K | 0.00% | +2,836 | New |
| Baron Wealth Management LLC | 2,811 | $215.7K | 0.06% | +2,811 | New |
| Gladstone Institutional Advisory LLC | 2,788 | $213.9K | 0.01% | +2,788 | New |
| Advisor Group Holdings, Inc. | 2,698 | $207.1K | 0.00% | +85+3.3% | Added |
| Baird Financial Group, Inc. | 2,672 | $205.0K | 0.00% | −438−14.1% | Reduced |
| Vista Finance, LLC | 2,667 | $204.6K | 0.11% | +2,667 | New |
| Chevy Chase Trust Holdings, Inc. | 2,650 | $203.3K | 0.00% | +2,650 | New |
| GAMMA Investing LLC | 2,414 | $185.2K | 0.01% | +256+11.9% | Added |
| LSV Asset Management | 2,400 | $184.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 2,270 | $174.2K | 0.00% | +2,270 | New |
| Hamilton Capital Partners Inc. | 1,983 | $152.2K | 0.00% | −949−32.4% | Reduced |
| Clearstead Advisors, LLC | 1,933 | $148.3K | 0.00% | +39+2.1% | Added |
| KBC Group NV | 1,913 | $147.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,827 | $140.2K | 0.00% | +1,827 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,512 | $116.0K | 0.00% | +1,512 | New |
| Trust Co of Toledo NA | 1,500 | $115.1K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,491 | $114.4K | 0.00% | +228+18.1% | Added |
| SRS Capital Advisors, Inc. | 1,320 | $101.3K | 0.00% | +1,283+3,467.6% | Added |
| Farther Finance Advisors, LLC | 1,258 | $96.5K | 0.00% | +82+7.0% | Added |
| New Age Alpha Advisors, LLC | 1,252 | $96.1K | 0.00% | −52−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,100 | $84.5K | 0.00% | +25+2.3% | Added |
| Sterling Capital Management LLC | 1,071 | $82.2K | 0.00% | −715−40.0% | Reduced |
| South State Corp. | 1,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 936 | $71.8K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 888 | $68.1K | 0.05% | −562−38.8% | Reduced |
| Key Financial Inc | 851 | $65.3K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 833 | $63.9K | 0.00% | +45+5.7% | Added |
| EverSource Wealth Advisors, LLC | 831 | $63.8K | 0.00% | −386−31.7% | Reduced |
| VSM Wealth Advisory, LLC | 750 | $57.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 609 | $46.7K | 0.00% | +142+30.4% | Added |
| Nikko Asset Management Americas, Inc. | 519 | $39.8K | 0.00% | +519 | New |
| Parkside Financial Bank & Trust | 508 | $39.0K | 0.00% | −3−0.6% | Reduced |
| GWM Advisors LLC | 496 | $38.1K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 470 | $36.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 459 | $35.2K | 0.00% | +459 | New |
| Harbor Capital Advisors, Inc. | 461 | $35.0K | 0.00% | −93−16.8% | Reduced |
| Costello Asset Management, INC | 430 | $33.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 417 | $32.0K | 0.00% | +7+1.7% | Added |
| Salomon & Ludwin, LLC | 360 | $28.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 356 | $27.3K | 0.00% | +59+19.9% | Added |
| Versant Capital Management, Inc | 324 | $24.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 288 | $22.1K | 0.00% | +18+6.7% | Added |
| Rothschild Investment LLC | 257 | $19.7K | 0.00% | +4+1.6% | Added |
| Montgomery Financial Services LLC | 256 | $19.6K | 0.02% | +256 | New |
| Parallel Advisors, LLC | 251 | $19.3K | 0.00% | 00.0% | Unchanged |