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。
2023 年第 1 季 13F 持有人
WSFS Financial Corp 在 2023/3/31 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
- 226
- 較 2022 年第 4 季 −4 家
- 持有股數
- 5,399 萬
- 較 2022 年第 4 季 −19.8 萬 (−0.4%)
- 總市值
- $20.3 億
- 較 2022 年第 4 季 −$4.25 億 (−17.3%)
- 新進機構
- 23
- 另有 71 家加碼
- 清倉機構
- 27
- 另有 84 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Amalgamated Bank | 25,880 | $97.3 萬 | 0.01% | −2,224−7.9% | 減碼 |
| Ensign Peak Advisors, Inc | 25,800 | $97.0 萬 | 0.00% | +600+2.4% | 加碼 |
| Maryland State Retirement & Pension System | 24,811 | $93.3 萬 | 0.02% | −541−2.1% | 減碼 |
| Voya Investment Management LLC | 24,725 | $93.0 萬 | 0.00% | −123−0.5% | 減碼 |
| State of Tennessee, Treasury Department | 23,643 | $88.9 萬 | 0.00% | −21,665−47.8% | 減碼 |
| Russell Investments Group, Ltd. | 23,430 | $88.1 萬 | 0.00% | −21,198−47.5% | 減碼 |
| Salzhauer Michael | 22,977 | $86.4 萬 | 0.79% | 00.0% | 不變 |
| Royce & Associates LP | 22,500 | $84.6 萬 | 0.01% | −10,052−30.9% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 22,039 | $82.9 萬 | 0.02% | −6,420−22.6% | 減碼 |
| Winton Group Ltd | 21,247 | $79.9 萬 | 0.05% | +11,517+118.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 19,842 | $74.6 萬 | 0.01% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 19,744 | $74.3 萬 | 0.01% | −750−3.7% | 減碼 |
| Lountzis Asset Management, LLC | 19,000 | $71.5 萬 | 0.42% | 00.0% | 不變 |
| Arizona State Retirement System | 17,846 | $67.1 萬 | 0.01% | −75−0.4% | 減碼 |
| Assenagon Asset Management S.A. | 17,620 | $66.3 萬 | 0.00% | +17,620 | 新進 |
| Sageworth Trust Co | 17,605 | $66.2 萬 | 0.05% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 17,118 | $64.4 萬 | 0.01% | −323−1.9% | 減碼 |
| Commonwealth Equity Services, LLC | 16,934 | $63.6 萬 | 0.00% | +1,031+6.5% | 加碼 |
| Victory Capital Management Inc | 16,785 | $63.1 萬 | 0.00% | +4,094+32.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 16,040 | $60.3 萬 | 0.00% | 00.0% | 不變 |
| DuPont Capital Management Corp | 16,003 | $60.2 萬 | 0.03% | −304−1.9% | 減碼 |
| Gsa Capital Partners LLP | 14,006 | $52.7 萬 | 0.05% | +14,006 | 新進 |
| LPL Financial LLC | 13,837 | $52.0 萬 | 0.00% | −1,450−9.5% | 減碼 |
| Occudo Quantitative Strategies LP | 13,758 | $51.7 萬 | 0.05% | +13,758 | 新進 |
| Cornercap Investment Counsel Inc | 13,549 | $51.0 萬 | 0.09% | +13,549 | 新進 |
| Ironwood Investment Management LLC | 13,095 | $49.3 萬 | 0.31% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 12,688 | $47.7 萬 | 0.01% | −219−1.7% | 減碼 |
| First Republic Investment Management, Inc. | 12,269 | $46.1 萬 | 0.00% | −724−5.6% | 減碼 |
| Truist Financial Corp | 12,146 | $45.7 萬 | 0.00% | −4,567−27.3% | 減碼 |
| Marshall Financial Group Inc | 12,075 | $45.4 萬 | 0.18% | 00.0% | 不變 |
| Univest Financial Corp | 11,886 | $44.7 萬 | 0.14% | 00.0% | 不變 |
| Captrust Financial Advisors | 11,615 | $43.7 萬 | 0.00% | +252+2.2% | 加碼 |
| Los Angeles Capital Management LLC | 11,483 | $43.2 萬 | 0.00% | −7,620−39.9% | 減碼 |
| Westover Capital Advisors, LLC | 11,115 | $41.8 萬 | 0.15% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 10,928 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Lokken Investment Group LLC | 10,876 | $40.9 萬 | 0.31% | +10.0% | 加碼 |
| ARGA Investment Management, LP | 10,848 | $40.8 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 10,552 | $39.7 萬 | 0.00% | +69+0.7% | 加碼 |
| First Hawaiian Bank | 10,492 | $39.5 萬 | 0.01% | −115−1.1% | 減碼 |
| Teacher Retirement System of Texas | 10,313 | $38.8 萬 | 0.00% | +3,206+45.1% | 加碼 |
| Everence Capital Management Inc | 10,230 | $38.5 萬 | 0.03% | 00.0% | 不變 |
| Pillar Wealth Advisors, LLC | 10,027 | $37.7 萬 | 0.38% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 10,013 | $37.7 萬 | 0.00% | +73+0.7% | 加碼 |
| Graham Capital Management, L.P. | 9,710 | $36.5 萬 | 0.01% | +9,710 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,453 | $35.6 萬 | 0.00% | +81+0.9% | 加碼 |
| Handelsbanken Fonder AB | 9,205 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 9,190 | $34.6 萬 | 0.00% | −2,451−21.1% | 減碼 |
| State of Wisconsin Investment Board | 8,956 | $33.7 萬 | 0.00% | +1,039+13.1% | 加碼 |
| ProShare Advisors LLC | 8,894 | $33.5 萬 | 0.00% | −787−8.1% | 減碼 |
| Equitable Holdings, Inc. | 8,886 | $33.4 萬 | 0.01% | +8,886 | 新進 |
| Henshaw Capital LLC | 8,478 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Tower Bridge Advisors | 8,232 | $31.0 萬 | 0.03% | −400−4.6% | 減碼 |
| Amundi | 8,401 | $30.4 萬 | 0.00% | +8,401 | 新進 |
| Bank of Montreal | 7,762 | $29.7 萬 | 0.00% | +1,962+33.8% | 加碼 |
| Hamilton Capital Partners Inc. | 7,716 | $29.0 萬 | 0.10% | −3,666−32.2% | 減碼 |
| Diversified Trust Co | 7,674 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 7,648 | $28.8 萬 | 0.00% | +4,365+133.0% | 加碼 |
| Pictet Asset Management SA | 7,225 | $27.2 萬 | 0.00% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 5,922 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 7,006 | $26.3 萬 | 0.00% | +1,252+21.8% | 加碼 |
| Veritable, L.P. | 6,769 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 6,732 | $25.3 萬 | 0.00% | −286−4.1% | 減碼 |
| XTX Topco Ltd | 5,843 | $22.0 萬 | 0.05% | +5,843 | 新進 |
| Profund Advisors LLC | 5,799 | $21.8 萬 | 0.01% | +948+19.5% | 加碼 |
| Allegheny Financial Group LTD | 5,475 | $20.6 萬 | 0.08% | +16+0.3% | 加碼 |
| KBC Group NV | 5,126 | $19.3 萬 | 0.00% | −401−7.3% | 減碼 |
| Citadel Advisors LLC | 4,922 | $18.5 萬 | 0.00% | −47,591−90.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,831 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 3,714 | $14.0 萬 | 0.03% | +3,714 | 新進 |
| Metropolitan Life Insurance Co | 3,250 | $12.2 萬 | 0.01% | −635−16.3% | 減碼 |
| US Bancorp | 3,054 | $11.5 萬 | 0.00% | −814−21.0% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Counterpoint Mutual Funds LLC | 2,888 | $10.9 萬 | 0.10% | +2,888 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,780 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,674 | $10.1 萬 | 0.00% | +2,428+987.0% | 加碼 |
| Brown Brothers Harriman & Co | 2,500 | $9.40 萬 | 0.00% | +2,500 | 新進 |
| McClarren Financial Advisors, Inc. | 2,520 | $9.40 萬 | 0.09% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,905 | $7.20 萬 | 0.00% | +9+0.5% | 加碼 |
| Harbor Investment Advisory, LLC | 1,672 | $6.29 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,419 | $5.34 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,440 | $4.78 萬 | 0.00% | +241+20.1% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 1,258 | $4.73 萬 | 0.03% | +1,157+1,145.5% | 加碼 |
| South State Corp. | 1,000 | $3.76 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 980 | $3.69 萬 | 0.01% | 00.0% | 不變 |
| Quarry LP | 951 | $3.58 萬 | 0.02% | +951 | 新進 |
| Eagle Bay Advisors LLC | 849 | $3.19 萬 | 0.02% | −22−2.5% | 減碼 |
| STRS Ohio | 700 | $2.60 萬 | 0.00% | −1,400−66.7% | 減碼 |
| Lazard Asset Management LLC | 643 | $2.40 萬 | 0.00% | +643 | 新進 |
| State of Wyoming | 611 | $2.30 萬 | 0.01% | +331+118.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 501 | $1.88 萬 | 0.00% | −598−54.4% | 減碼 |
| Public Employees Retirement System of Ohio | 489 | $1.80 萬 | 0.00% | +17+3.6% | 加碼 |
| Proequities, Inc. | 289 | $1.09 萬 | 0.00% | −18−5.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 275 | $1.03 萬 | 0.00% | −1−0.4% | 減碼 |
| Parallel Advisors, LLC | 251 | $9,445 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 203 | $8,000 | 0.00% | −134−39.8% | 減碼 |
| Fifth Third Bancorp | 205 | $7,710 | 0.00% | +205 | 新進 |
| AdvisorNet Financial, Inc | 180 | $6,770 | 0.00% | −13−6.7% | 減碼 |
| Bessemer Group Inc | 136 | $5,000 | 0.00% | +136 | 新進 |
| Parkside Financial Bank & Trust | 113 | $4,250 | 0.00% | +2+1.8% | 加碼 |
| Private Trust Co NA | 109 | $4,099 | 0.00% | −110−50.2% | 減碼 |