WSFS Financial Corp
WSFS- 交易所
- Nasdaq
- 產業
- National Commercial Banks
- SEC CIK
- 0000828944
近 90 天，WSFS Financial Corp 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 355 家機構在 13F 申報持有，市值合計 $36.3 億；沒有大師持有。
2022 年第 1 季 13F 持有人
WSFS Financial Corp 在 2022/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 231
- 較 2021 年第 4 季 +30 家
- 持有股數
- 5,685 萬
- 較 2021 年第 4 季 +1,192 萬 (+26.5%)
- 總市值
- $26.5 億
- 較 2021 年第 4 季 +$4.01 億 (+17.8%)
- 新進機構
- 59
- 另有 115 家加碼
- 清倉機構
- 29
- 另有 38 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WSFS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 355 | $36.3 億 |
| 2026 年第 1 季 | 331 | $30.8 億 |
| 2025 年第 4 季 | 315 | $26.9 億 |
| 2025 年第 3 季 | 294 | $28.0 億 |
| 2025 年第 2 季 | 286 | $28.2 億 |
| 2025 年第 1 季 | 264 | $27.6 億 |
| 2024 年第 4 季 | 252 | $28.6 億 |
| 2024 年第 3 季 | 265 | $27.1 億 |
| 2024 年第 2 季 | 233 | $25.1 億 |
| 2024 年第 1 季 | 241 | $24.3 億 |
| 2023 年第 4 季 | 243 | $24.5 億 |
| 2023 年第 3 季 | 218 | $19.4 億 |
| 2023 年第 2 季 | 209 | $20.2 億 |
| 2023 年第 1 季 | 226 | $20.3 億 |
| 2022 年第 4 季 | 232 | $24.6 億 |
| 2022 年第 3 季 | 236 | $25.5 億 |
| 2022 年第 2 季 | 234 | $22.6 億 |
| 2022 年第 1 季 | 231 | $26.5 億 |
| 2021 年第 4 季 | 202 | $22.5 億 |
| 2021 年第 3 季 | 187 | $22.2 億 |
| 2021 年第 2 季 | 189 | $19.9 億 |
| 2021 年第 1 季 | 188 | $21.5 億 |
2022 年第 1 季持有機構
每家機構持有 WSFS Financial Corp 的股數、市值與佔組合比重；股數變化跟 2021 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 28,115 | $131.1 萬 | 0.01% | +28,115 | 新進 |
| Voya Investment Management LLC | 26,525 | $123.7 萬 | 0.00% | +7,797+41.6% | 加碼 |
| Maryland State Retirement & Pension System | 26,257 | $122.4 萬 | 0.03% | +153+0.6% | 加碼 |
| Balyasny Asset Management LLC | 25,163 | $117.3 萬 | 0.01% | +25,163 | 新進 |
| Maltese Capital Management LLC | 25,000 | $116.5 萬 | 0.22% | +25,000 | 新進 |
| Oregon Public Employees Retirement Fund | 24,843 | $115.8 萬 | 0.01% | +6,466+35.2% | 加碼 |
| Holocene Advisors, LP | 24,802 | $115.6 萬 | 0.01% | +13,847+126.4% | 加碼 |
| State of Tennessee, Treasury Department | 24,572 | $114.6 萬 | 0.00% | +9,273+60.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 23,527 | $109.7 萬 | 0.00% | −13,523−36.5% | 減碼 |
| Hantz Financial Services, Inc. | 23,322 | $108.7 萬 | 0.03% | +23,322 | 新進 |
| Salzhauer Michael | 22,977 | $107.1 萬 | 0.47% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 8,838 | $103.7 萬 | 0.00% | +6,396+261.9% | 加碼 |
| DuPont Capital Management Corp | 21,713 | $101.2 萬 | 0.04% | −7,559−25.8% | 減碼 |
| Bank of Montreal | 20,076 | $100.3 萬 | 0.00% | +2,699+15.5% | 加碼 |
| UBS Group AG | 20,031 | $93.4 萬 | 0.00% | −8,318−29.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 19,177 | $89.4 萬 | 0.00% | −363−1.9% | 減碼 |
| Ironwood Investment Management LLC | 18,995 | $88.6 萬 | 0.48% | +13,095+221.9% | 加碼 |
| Truist Financial Corp | 19,008 | $88.6 萬 | 0.00% | +19,008 | 新進 |
| Lountzis Asset Management, LLC | 19,000 | $88.6 萬 | 0.49% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 18,695 | $87.2 萬 | 0.01% | +4,200+29.0% | 加碼 |
| Arizona State Retirement System | 17,694 | $82.5 萬 | 0.01% | +4,900+38.3% | 加碼 |
| Sageworth Trust Co | 17,605 | $82.1 萬 | 0.06% | +17,605 | 新進 |
| AlphaCrest Capital Management LLC | 17,126 | $79.8 萬 | 0.04% | −18,072−51.3% | 減碼 |
| Duality Advisers, LP | 16,715 | $77.9 萬 | 0.08% | +10,015+149.5% | 加碼 |
| Commonwealth Equity Services, LLC | 16,414 | $76.5 萬 | 0.00% | +934+6.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 15,600 | $72.7 萬 | 0.00% | +5,362+52.4% | 加碼 |
| Dean Investment Associates, LLC | 15,500 | $72.3 萬 | 0.13% | +15,500 | 新進 |
| LPL Financial LLC | 15,032 | $70.1 萬 | 0.00% | +15,032 | 新進 |
| ProShare Advisors LLC | 14,437 | $67.2 萬 | 0.00% | +2,673+22.7% | 加碼 |
| Ensign Peak Advisors, Inc | 14,100 | $65.7 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 13,523 | $63.0 萬 | 0.00% | +4,359+47.6% | 加碼 |
| First Republic Investment Management, Inc. | 13,490 | $62.9 萬 | 0.00% | +826+6.5% | 加碼 |
| Victory Capital Management Inc | 14,895 | $59.7 萬 | 0.00% | +2,914+24.3% | 加碼 |
| Magnetar Financial LLC | 12,763 | $59.5 萬 | 0.01% | +12,763 | 新進 |
| Susquehanna International Group, LLP | 12,700 | $59.2 萬 | 0.00% | +233+1.9% | 加碼 |
| Marshall Financial Group Inc | 12,075 | $56.3 萬 | 0.22% | +12,075 | 新進 |
| Univest Financial Corp | 11,886 | $55.4 萬 | 0.16% | +11,886 | 新進 |
| Public Employees Retirement Association of Colorado | 10,928 | $50.9 萬 | 0.00% | +10,928 | 新進 |
| Dean Capital Management | 10,561 | $49.2 萬 | 0.43% | +10,561 | 新進 |
| FMR LLC | 10,459 | $48.8 萬 | 0.00% | −279−2.6% | 減碼 |
| Henshaw Capital LLC | 10,366 | $48.3 萬 | 0.03% | +3,170+44.1% | 加碼 |
| Janney Montgomery Scott LLC | 10,303 | $48.0 萬 | 0.00% | +4,944+92.3% | 加碼 |
| Everence Capital Management Inc | 10,230 | $47.7 萬 | 0.04% | +4,770+87.4% | 加碼 |
| Pillar Wealth Advisors, LLC | 10,027 | $46.7 萬 | 0.45% | 00.0% | 不變 |
| Tower Bridge Advisors | 9,892 | $46.1 萬 | 0.03% | +9,892 | 新進 |
| Mutual of America Capital Management LLC | 9,435 | $44.0 萬 | 0.00% | +2,936+45.2% | 加碼 |
| Handelsbanken Fonder AB | 9,205 | $42.9 萬 | 0.00% | −4,700−33.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,528 | $39.8 萬 | 0.00% | +1,630+23.6% | 加碼 |
| IndexIQ Advisors LLC | 8,212 | $38.3 萬 | 0.01% | +8,212 | 新進 |
| Eaton Vance Management | 8,077 | $37.7 萬 | 0.00% | +788+10.8% | 加碼 |
| M&T Bank Corp | 7,877 | $36.8 萬 | 0.00% | +7,877 | 新進 |
| Profund Advisors LLC | 7,470 | $34.8 萬 | 0.01% | +742+11.0% | 加碼 |
| Brown Brothers Harriman & Co | 7,200 | $33.6 萬 | 0.00% | +7,200 | 新進 |
| Lokken Investment Group LLC | 8,324 | $33.4 萬 | 0.27% | +10.0% | 加碼 |
| Captrust Financial Advisors | 7,037 | $32.8 萬 | 0.00% | +3,526+100.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 6,933 | $32.3 萬 | 0.04% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 6,846 | $31.9 萬 | 0.00% | +520+8.2% | 加碼 |
| Veritable, L.P. | 6,769 | $31.6 萬 | 0.00% | +6,769 | 新進 |
| Haverford Trust Co | 6,504 | $30.3 萬 | 0.00% | +6,504 | 新進 |
| Winton Group Ltd | 6,442 | $30.0 萬 | 0.02% | −10,143−61.2% | 減碼 |
| Westover Capital Advisors, LLC | 6,115 | $28.5 萬 | 0.09% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 6,110 | $28.5 萬 | 0.00% | +48+0.8% | 加碼 |
| Diversified Trust Co | 5,974 | $27.9 萬 | 0.01% | +5,974 | 新進 |
| Buckingham Strategic Wealth, LLC | 5,922 | $27.6 萬 | 0.01% | +5,922 | 新進 |
| First Hawaiian Bank | 5,802 | $27.1 萬 | 0.01% | −10−0.2% | 減碼 |
| NinePointTwo Capital | 5,666 | $26.4 萬 | 0.07% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 5,627 | $26.2 萬 | 0.01% | +1,307+30.3% | 加碼 |
| US Bancorp | 5,583 | $26.1 萬 | 0.00% | −285−4.9% | 減碼 |
| MML Investors Services, LLC | 5,413 | $25.2 萬 | 0.00% | +5,413 | 新進 |
| Allegheny Financial Group LTD | 5,408 | $25.2 萬 | 0.11% | +5,408 | 新進 |
| SG Americas Securities, LLC | 5,269 | $24.6 萬 | 0.00% | −70,841−93.1% | 減碼 |
| CIBC Asset Management Inc | 5,163 | $24.1 萬 | 0.00% | +5,163 | 新進 |
| Ameritas Investment Partners, Inc. | 5,059 | $23.6 萬 | 0.01% | +1,455+40.4% | 加碼 |
| Nisa Investment Advisors, LLC | 4,900 | $22.8 萬 | 0.00% | +1,150+30.7% | 加碼 |
| Jacobi Capital Management LLC | 4,650 | $21.7 萬 | 0.03% | +4,650 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,508 | $21.0 萬 | 0.00% | +32+0.7% | 加碼 |
| DF Dent & Co Inc | 4,474 | $20.9 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 4,388 | $20.5 萬 | 0.00% | −3,437−43.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 4,197 | $19.5 萬 | 0.00% | +246+6.2% | 加碼 |
| Metropolitan Life Insurance Co | 3,940 | $18.4 萬 | 0.01% | −8,303−67.8% | 減碼 |
| Geneos Wealth Management Inc. | 3,600 | $16.7 萬 | 0.01% | +3,600 | 新進 |
| Lenox Wealth Advisors, LLC | 3,475 | $14.5 萬 | 0.02% | +9+0.3% | 加碼 |
| STRS Ohio | 3,100 | $14.4 萬 | 0.00% | +3,100 | 新進 |
| Sterling Investment Advisors, Ltd. | 3,020 | $14.1 萬 | 0.04% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $14.1 萬 | 0.04% | +3,019 | 新進 |
| McClarren Financial Advisors, Inc. | 2,520 | $11.7 萬 | 0.08% | +2,520 | 新進 |
| FinTrust Capital Advisors, LLC | 2,385 | $11.1 萬 | 0.03% | +2,385 | 新進 |
| Glen Eagle Advisors, LLC | 2,376 | $11.1 萬 | 0.03% | +2,376 | 新進 |
| Harbor Investment Advisory, LLC | 2,050 | $9.60 萬 | 0.01% | +621+43.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,010 | $9.40 萬 | 0.00% | −4,290−68.1% | 減碼 |
| FourThought Financial, LLC | 1,582 | $7.40 萬 | 0.01% | +1,582 | 新進 |
| Public Employees Retirement System of Ohio | 1,250 | $5.80 萬 | 0.00% | +102+8.9% | 加碼 |
| Sutton Wealth Advisors Inc. | 1,052 | $4.90 萬 | 0.02% | +688+189.0% | 加碼 |
| Global Retirement Partners, LLC | 1,166 | $4.70 萬 | 0.00% | +1,166 | 新進 |
| Key Financial Inc | 980 | $4.60 萬 | 0.02% | +179+22.3% | 加碼 |
| Neo Ivy Capital Management | 900 | $4.20 萬 | 0.04% | +900 | 新進 |
| Meeder Asset Management Inc | 860 | $4.00 萬 | 0.00% | +860 | 新進 |
| Quadrant Capital Group LLC | 702 | $3.30 萬 | 0.00% | +640+1,032.3% | 加碼 |
| Rockefeller Capital Management L.P. | 597 | $2.70 萬 | 0.00% | +257+75.6% | 加碼 |
| Spire Wealth Management | 450 | $2.10 萬 | 0.00% | +450 | 新進 |