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 2 季 13F 持有人
WSFS Financial Corp 在 2022/6/30 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
- 234
- 較 2022 年第 1 季 +10 家
- 持有股數
- 5,631 萬
- 較 2022 年第 1 季 −28.4 萬 (−0.5%)
- 總市值
- $22.6 億
- 較 2022 年第 1 季 −$3.82 億 (−14.5%)
- 新進機構
- 27
- 另有 65 家加碼
- 清倉機構
- 17
- 另有 103 家減碼
另有 7 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $0 | 0.00% | −33−89.2% | 減碼 |
| Manchester Capital Management LLC | 1 | $0 | 0.00% | −19−95.0% | 減碼 |
| JFS Wealth Advisors, LLC | 8 | $0 | 0.00% | −23−74.2% | 減碼 |
| Disciplined Investments, LLC | 7 | $0 | 0.00% | −4−36.4% | 減碼 |
| Simplex Trading, LLC | 18 | $0 | 0.00% | +18 | 新進 |
| Bell Investment Advisors, Inc | 12 | $0 | 0.00% | +12 | 新進 |
| Signaturefd, LLC | 27 | $1,000 | 0.00% | −89−76.7% | 減碼 |
| First Manhattan Co | 30 | $1,000 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 35 | $1,000 | 0.00% | +3+9.4% | 加碼 |
| Schubert & Co | 31 | $1,000 | 0.00% | +19+158.3% | 加碼 |
| Steward Financial Group LLC | 27 | $1,000 | 0.00% | +27 | 新進 |
| Quadrant Capital Group LLC | 41 | $2,000 | 0.00% | −661−94.2% | 減碼 |
| Carmichael Hill & Associates, Inc. | 44 | $2,000 | 0.00% | +44 | 新進 |
| Halpern Financial, Inc. | 62 | $2,486 | 0.00% | +62 | 新進 |
| Lindbrook Capital, LLC | 80 | $3,000 | 0.00% | −26−24.5% | 減碼 |
| Parkside Financial Bank & Trust | 74 | $3,000 | 0.00% | +18+32.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 72 | $3,000 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 62 | $3,000 | 0.00% | +23+59.0% | 加碼 |
| Harbour Investments, Inc. | 70 | $3,000 | 0.00% | +70 | 新進 |
| American Portfolios Advisors | 95 | $3,809 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 94 | $4,000 | 0.00% | +23+32.4% | 加碼 |
| Massmutual Trust Co FSB | 95 | $4,000 | 0.00% | +94+9,400.0% | 加碼 |
| CWM, LLC | 126 | $5,000 | 0.00% | −47−27.2% | 減碼 |
| Cordasco Financial Network | 130 | $5,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 251 | $1.00 萬 | 0.00% | −61−19.6% | 減碼 |
| Sutton Wealth Advisors Inc. | 271 | $1.09 萬 | 0.00% | −781−74.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 273 | $1.10 萬 | 0.00% | −103−27.4% | 減碼 |
| Versant Capital Management, Inc | 263 | $1.10 萬 | 0.00% | +35+15.4% | 加碼 |
| Private Trust Co NA | 276 | $1.10 萬 | 0.00% | +276 | 新進 |
| Proequities, Inc. | 291 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 450 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 567 | $2.20 萬 | 0.00% | −30−5.0% | 減碼 |
| Eagle Bay Advisors LLC | 603 | $2.42 萬 | 0.01% | +280+86.7% | 加碼 |
| Meeder Asset Management Inc | 860 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 980 | $4.00 萬 | 0.02% | 00.0% | 不變 |
| South State Corp. | 1,000 | $4.00 萬 | 0.00% | +1,000 | 新進 |
| Global Retirement Partners, LLC | 1,186 | $4.80 萬 | 0.00% | +20+1.7% | 加碼 |
| Public Employees Retirement System of Ohio | 1,378 | $5.50 萬 | 0.00% | +128+10.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,366 | $5.50 萬 | 0.01% | +980+253.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,712 | $6.80 萬 | 0.00% | −17,465−91.1% | 減碼 |
| C M Bidwell & Associates Ltd | 1,740 | $7.00 萬 | 0.06% | +1,740 | 新進 |
| STRS Ohio | 1,800 | $7.20 萬 | 0.00% | −1,300−41.9% | 減碼 |
| Nisa Investment Advisors, LLC | 1,850 | $7.40 萬 | 0.00% | −3,050−62.2% | 減碼 |
| Harbor Investment Advisory, LLC | 2,050 | $8.20 萬 | 0.01% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2,385 | $10.0 萬 | 0.03% | 00.0% | 不變 |
| FourThought Financial, LLC | 2,542 | $10.2 萬 | 0.01% | +960+60.7% | 加碼 |
| Glen Eagle Advisors, LLC | 2,676 | $10.7 萬 | 0.03% | +300+12.6% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,780 | $11.1 萬 | 0.00% | −1,417−33.8% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $12.1 萬 | 0.04% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 3,020 | $12.1 萬 | 0.04% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 3,337 | $13.3 萬 | 0.00% | +3,337 | 新進 |
| PEAK6 Investments LLC | 3,363 | $13.5 萬 | 0.00% | +3,363 | 新進 |
| Geneos Wealth Management Inc. | 3,600 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Point72 Hong Kong Ltd | 3,780 | $15.2 萬 | 0.01% | +3,780 | 新進 |
| Metropolitan Life Insurance Co | 3,940 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| UBS Group AG | 4,266 | $17.1 萬 | 0.00% | −15,765−78.7% | 減碼 |
| Cubist Systematic Strategies, LLC | 4,665 | $18.7 萬 | 0.00% | +4,665 | 新進 |
| US Bancorp | 4,814 | $19.3 萬 | 0.00% | −769−13.8% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,831 | $19.3 萬 | 0.01% | −228−4.5% | 減碼 |
| AlphaCrest Capital Management LLC | 5,057 | $20.3 萬 | 0.01% | −12,069−70.5% | 減碼 |
| Haverford Trust Co | 5,055 | $20.3 萬 | 0.00% | −1,449−22.3% | 減碼 |
| Ascent Group, LLC | 4,270 | $20.4 萬 | 0.02% | +4,270 | 新進 |
| Allegheny Financial Group LTD | 5,426 | $21.8 萬 | 0.10% | +18+0.3% | 加碼 |
| Profund Advisors LLC | 5,508 | $22.1 萬 | 0.01% | −1,962−26.3% | 減碼 |
| MML Investors Services, LLC | 5,526 | $22.2 萬 | 0.00% | +113+2.1% | 加碼 |
| KBC Group NV | 5,527 | $22.2 萬 | 0.00% | +5,527 | 新進 |
| Crossmark Global Holdings, Inc. | 5,617 | $22.5 萬 | 0.01% | −10−0.2% | 減碼 |
| NinePointTwo Capital | 5,666 | $22.7 萬 | 0.08% | 00.0% | 不變 |
| McAdam, LLC | 5,821 | $23.3 萬 | 0.02% | +5,821 | 新進 |
| Buckingham Strategic Wealth, LLC | 5,922 | $23.7 萬 | 0.00% | 00.0% | 不變 |
| Diversified Trust Co | 5,974 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 6,127 | $24.6 萬 | 0.00% | −54,343−89.9% | 減碼 |
| Bank of Montreal | 6,333 | $26.2 萬 | 0.00% | −13,743−68.5% | 減碼 |
| Eaton Vance Management | 6,701 | $26.9 萬 | 0.00% | −1,376−17.0% | 減碼 |
| Dean Capital Management | 6,741 | $27.0 萬 | 0.24% | −3,820−36.2% | 減碼 |
| Bridgefront Capital, LLC | 6,745 | $27.0 萬 | 0.30% | +6,745 | 新進 |
| Veritable, L.P. | 6,789 | $27.2 萬 | 0.00% | +20+0.3% | 加碼 |
| Alps Advisors Inc | 6,854 | $27.5 萬 | 0.00% | +6,854 | 新進 |
| SeaCrest Wealth Management, LLC | 6,933 | $27.8 萬 | 0.03% | 00.0% | 不變 |
| Versor Investments LP | 7,017 | $28.1 萬 | 0.01% | +7,017 | 新進 |
| Jefferies Group LLC | 7,253 | $29.1 萬 | 0.01% | +7,253 | 新進 |
| Captrust Financial Advisors | 7,427 | $29.8 萬 | 0.00% | +390+5.5% | 加碼 |
| M&T Bank Corp | 8,077 | $32.4 萬 | 0.00% | +200+2.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,528 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 9,095 | $36.5 萬 | 0.00% | −5,342−37.0% | 減碼 |
| Handelsbanken Fonder AB | 9,205 | $36.9 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 9,703 | $38.8 萬 | 0.00% | −756−7.2% | 減碼 |
| Dean Investment Associates, LLC | 9,751 | $39.1 萬 | 0.08% | −5,749−37.1% | 減碼 |
| Advisor Group Holdings, Inc. | 9,769 | $39.4 萬 | 0.00% | +931+10.5% | 加碼 |
| Tower Bridge Advisors | 9,892 | $39.7 萬 | 0.03% | 00.0% | 不變 |
| Engineers Gate Manager LP | 9,897 | $39.7 萬 | 0.01% | +9,897 | 新進 |
| New York Life Investment Management LLC | 10,003 | $40.1 萬 | 0.00% | +10,003 | 新進 |
| Pillar Wealth Advisors, LLC | 10,027 | $40.2 萬 | 0.41% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 9,915 | $40.4 萬 | 0.00% | −388−3.8% | 減碼 |
| Teacher Retirement System of Texas | 10,215 | $41.0 萬 | 0.00% | −3,308−24.5% | 減碼 |
| Everence Capital Management Inc | 10,230 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Henshaw Capital LLC | 10,366 | $41.6 萬 | 0.03% | 00.0% | 不變 |
| First Hawaiian Bank | 10,637 | $42.6 萬 | 0.02% | +4,835+83.3% | 加碼 |
| Mutual of America Capital Management LLC | 10,872 | $43.6 萬 | 0.01% | +1,437+15.2% | 加碼 |
| Lokken Investment Group LLC | 10,874 | $43.6 萬 | 0.35% | +2,550+30.6% | 加碼 |