Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 355 institutions
Q1 2021: 188 institutionsQ2 2021: 189 institutionsQ3 2021: 187 institutionsQ4 2021: 202 institutionsQ1 2022: 231 institutionsQ2 2022: 234 institutionsQ3 2022: 236 institutionsQ4 2022: 232 institutionsQ1 2023: 226 institutionsQ2 2023: 209 institutionsQ3 2023: 218 institutionsQ4 2023: 243 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 265 institutionsQ4 2024: 252 institutionsQ1 2025: 264 institutionsQ2 2025: 286 institutionsQ3 2025: 294 institutionsQ4 2025: 315 institutionsQ1 2026: 331 institutionsQ2 2026: 355 institutions
Value heldQ2 2026: $3.63B
Q1 2021: $2.15BQ2 2021: $1.99BQ3 2021: $2.22BQ4 2021: $2.25BQ1 2022: $2.65BQ2 2022: $2.26BQ3 2022: $2.55BQ4 2022: $2.46BQ1 2023: $2.03BQ2 2023: $2.02BQ3 2023: $1.94BQ4 2023: $2.45BQ1 2024: $2.43BQ2 2024: $2.51BQ3 2024: $2.71BQ4 2024: $2.86BQ1 2025: $2.76BQ2 2025: $2.82BQ3 2025: $2.80BQ4 2025: $2.69BQ1 2026: $3.08BQ2 2026: $3.63B
Institutions holding WSFS and their total value by quarter
QuarterHoldersValue
Q2 2026355$3.63B
Q1 2026331$3.08B
Q4 2025315$2.69B
Q3 2025294$2.80B
Q2 2025286$2.82B
Q1 2025264$2.76B
Q4 2024252$2.86B
Q3 2024265$2.71B
Q2 2024233$2.51B
Q1 2024241$2.43B
Q4 2023243$2.45B
Q3 2023218$1.94B
Q2 2023209$2.02B
Q1 2023226$2.03B
Q4 2022232$2.46B
Q3 2022236$2.55B
Q2 2022234$2.26B
Q1 2022231$2.65B
Q4 2021202$2.25B
Q3 2021187$2.22B
Q2 2021189$1.99B
Q1 2021188$2.15B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding WSFS Financial Corp; share changes are against Q1 2026.

Institutions holding WSFS in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bare Financial Services, Inc248$19.0K0.00%+104+72.2%Added
Essential Partners LLC216$16.6K0.01%−478−68.9%Reduced
Steward Partners Investment Advisory, LLC204$15.7K0.00%+204New
Ares Financial Consulting, LLC176$13.5K0.01%00.0%Unchanged
Persistent Asset Partners Ltd158$12.1K0.00%+158New
Private Trust Co NA149$11.4K0.00%−10−6.3%Reduced
Brown Brothers Harriman & Co131$10.1K0.00%00.0%Unchanged
Vanguard National Trust Co120$9.21K0.00%00.0%Unchanged
Private Wealth Management Group, LLC109$8.36K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.107$8.21K0.00%+1+0.9%Added
Fulcrum Asset Management LLP102$7.82K0.00%+102New
CVA Family Office, LLC97$7.44K0.00%+13+15.5%Added
Rossby Financial, LCC93$7.14K0.00%00.0%Unchanged
Action Point Financial Planning, LLC86$6.37K0.00%+86New
SJS Investment Consulting Inc.82$6.29K0.00%+64+355.6%Added
WPG Advisers, LLC76$5.83K0.00%+13+20.6%Added
Picton Mahoney Asset Management70$5.37K0.00%+70New
Fortitude Family Office, LLC56$4.30K0.00%+2+3.7%Added
Harbour Investments, Inc.56$4.29K0.00%+1+1.8%Added
JFS Wealth Advisors, LLC53$4.07K0.00%+6+12.8%Added
Rialto Wealth Management, LLC39$2.99K0.00%+14+56.0%Added
Basecamp Wealth Advisors LLC39$2.99K0.00%+11+39.3%Added
N.E.W. Advisory Services LLC36$2.76K0.00%00.0%Unchanged
Massmutual Trust Co FSB33$2.53K0.00%00.0%Unchanged
Torren Management, LLC32$2.42K0.00%+1+3.2%Added
Farmers & Merchants Investments Inc31$2.38K0.00%00.0%Unchanged
Brandywine Financial Group21$2.00K0.02%00.0%Unchanged
Creative Capital Management Investments LLC22$1.69K0.00%+22New
UMA Financial Services, Inc.15$1.15K0.00%+15New
Valued Wealth Advisors LLC14$1.07K0.00%+14New
Larson Financial Group LLC14$1.07K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC14$1.07K0.00%+2+16.7%Added
CBIZ Investment Advisory Services, LLC16$1.07K0.00%00.0%Unchanged
Covestor Ltd10$1.00K0.00%−227−95.8%Reduced
DiNuzzo Private Wealth, Inc.12$9210.00%00.0%Unchanged
North Star Investment Management Corp.9$6910.00%00.0%Unchanged
HFM Investment Advisors, LLC9$6910.00%+4+80.0%Added
Plante Moran Financial Advisors, LLC9$6910.00%+9New
Ankerstar Wealth, LLC7$5370.00%00.0%Unchanged
Gilpin Wealth Management, LLC6$4610.00%00.0%Unchanged
True Wealth Design, LLC4$3070.00%−32−88.9%Reduced
TD Private Client Wealth LLC4$3070.00%00.0%Unchanged
LRI Investments, LLC4$3070.00%+4New
Silver Grove Financial Group, Inc.4$3070.00%+4New
Stone House Investment Management, LLC3$2300.00%00.0%Unchanged
Davis Capital Management3$2300.00%+3New
DecisionPoint Financial, LLC2$1570.00%+2New
Hughes Financial Services, LLC2$1530.00%+2New
Dunhill Financial, LLC1$860.00%00.0%Unchanged
Manchester Capital Management LLC1$770.00%00.0%Unchanged
GHP Investment Advisors, Inc.1$770.00%00.0%Unchanged
TFC Financial Management1$770.00%00.0%Unchanged
Raffa Wealth Management, LLC1$770.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$770.00%+1New
Navigoe, LLC4$00.00%+4New
Freestone Grove Partners LP0$00.00%−251,148−100.0%Sold out
Jane Street Group, LLC0$00.00%−169,122−100.0%Sold out
Trexquant Investment LP0$00.00%−35,838−100.0%Sold out
HRT Financial LP0$00.00%−26,405−100.0%Sold out
Renaissance Technologies LLC0$00.00%−23,077−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−13,208−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−8,388−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−8,078−100.0%Sold out
Royce & Associates LP0$00.00%−6,354−100.0%Sold out
GTS Securities LLC0$00.00%−5,690−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−5,405−100.0%Sold out
Numerai GP LLC0$00.00%−5,171−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−4,754−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−4,489−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−4,345−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,296−100.0%Sold out
M&T Bank Corp0$00.00%−4,250−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−3,929−100.0%Sold out
Bayforest Capital Ltd0$00.00%−3,363−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−3,179−100.0%Sold out
Inceptionr LLC0$00.00%−3,162−100.0%Sold out
First Horizon Corp0$00.00%−611−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−564−100.0%Sold out
Root Financial Partners, LLC0$00.00%−431−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−203−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−130−100.0%Sold out
MAI Capital Management0$00.00%−92−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−60−100.0%Sold out
JCSD Capital, LLC0$00.00%−35−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−31−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−22−100.0%Sold out
Advisory Services Network, LLC0$00.00%−4−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−3−100.0%Sold out
Curio Wealth, LLC0$00.00%−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