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 2 季 13F 持有人
WSFS Financial Corp 在 2023/6/30 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
- 209
- 較 2023 年第 1 季 −17 家
- 持有股數
- 5,388 萬
- 較 2023 年第 1 季 −11.5 萬 (−0.2%)
- 總市值
- $20.2 億
- 較 2023 年第 1 季 −$862.6 萬 (−0.4%)
- 新進機構
- 16
- 另有 69 家加碼
- 清倉機構
- 33
- 另有 87 家減碼
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 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Comerica Bank | 275,044 | $0 | 0.00% | +275,044 | 新進 |
| Manchester Capital Management LLC | 1 | $38 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 2 | $75 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 4 | $151 | 0.00% | 00.0% | 不變 |
| Sofos Investments, Inc. | 38 | $203 | 0.00% | +38 | 新進 |
| Disciplined Investments, LLC | 11 | $415 | 0.00% | −1−8.3% | 減碼 |
| SJS Investment Consulting Inc. | 12 | $453 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 27 | $1,024 | 0.00% | +27 | 新進 |
| First Manhattan Co | 30 | $1,131 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 32 | $1,208 | 0.00% | −10−23.8% | 減碼 |
| Carmichael Hill & Associates, Inc. | 44 | $1,660 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 48 | $1,811 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 70 | $2,640 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 72 | $2,716 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 78 | $2,942 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 81 | $3,000 | 0.00% | +50+161.3% | 加碼 |
| First Personal Financial Services | 88 | $3,320 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 90 | $3,395 | 0.00% | +50+125.0% | 加碼 |
| Fifth Third Bancorp | 113 | $4,262 | 0.00% | −92−44.9% | 減碼 |
| CWM, LLC | 125 | $5,000 | 0.00% | −78−38.4% | 減碼 |
| AdvisorNet Financial, Inc | 180 | $6,790 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 198 | $7,000 | 0.00% | +198 | 新進 |
| Parallel Advisors, LLC | 251 | $9,473 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 300 | $1.13 萬 | 0.00% | +300 | 新進 |
| Proequities, Inc. | 305 | $1.15 萬 | 0.00% | +16+5.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 356 | $1.34 萬 | 0.00% | +342+2,442.9% | 加碼 |
| Versant Capital Management, Inc | 367 | $1.38 萬 | 0.00% | +269+274.5% | 加碼 |
| Public Employees Retirement System of Ohio | 523 | $2.00 萬 | 0.00% | +34+7.0% | 加碼 |
| Eagle Bay Advisors LLC | 580 | $2.19 萬 | 0.01% | −269−31.7% | 減碼 |
| Lazard Asset Management LLC | 643 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 664 | $2.50 萬 | 0.02% | +659+13,180.0% | 加碼 |
| State of Wyoming | 752 | $2.84 萬 | 0.01% | +141+23.1% | 加碼 |
| Key Financial Inc | 980 | $3.70 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 1,000 | $3.77 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,035 | $3.90 萬 | 0.00% | −1,639−61.3% | 減碼 |
| STRS Ohio | 1,200 | $4.50 萬 | 0.00% | +500+71.4% | 加碼 |
| Global Retirement Partners, LLC | 1,266 | $4.78 萬 | 0.00% | −174−12.1% | 減碼 |
| First Horizon Advisors, Inc. | 1,363 | $5.14 萬 | 0.00% | −56−3.9% | 減碼 |
| Harbor Investment Advisory, LLC | 1,672 | $6.31 萬 | 0.01% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 2,432 | $9.17 萬 | 0.00% | +1,931+385.4% | 加碼 |
| FMR LLC | 2,517 | $9.49 萬 | 0.00% | −6,673−72.6% | 減碼 |
| McClarren Financial Advisors, Inc. | 2,520 | $9.50 萬 | 0.08% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,590 | $9.77 萬 | 0.00% | +685+36.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,780 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,933 | $11.1 萬 | 0.00% | −121−4.0% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 3,363 | $12.7 萬 | 0.01% | +113+3.5% | 加碼 |
| KBC Group NV | 4,608 | $17.4 萬 | 0.00% | −518−10.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,060 | $19.1 萬 | 0.01% | +229+4.7% | 加碼 |
| Centiva Capital, LP | 5,306 | $20.0 萬 | 0.01% | +5,306 | 新進 |
| Buckingham Strategic Wealth, LLC | 5,439 | $20.5 萬 | 0.00% | −483−8.2% | 減碼 |
| Ergoteles LLC | 5,457 | $20.6 萬 | 0.01% | −22,823−80.7% | 減碼 |
| Allegheny Financial Group LTD | 5,500 | $20.7 萬 | 0.10% | +25+0.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,765 | $20.8 萬 | 0.00% | +4,765 | 新進 |
| Bank of Montreal | 5,415 | $21.3 萬 | 0.00% | −2,347−30.2% | 減碼 |
| Pictet Asset Management SA | 5,760 | $21.7 萬 | 0.00% | −1,465−20.3% | 減碼 |
| Westover Capital Advisors, LLC | 6,115 | $23.1 萬 | 0.08% | −5,000−45.0% | 減碼 |
| Forum Financial Management, LP | 6,361 | $24.0 萬 | 0.01% | +6,361 | 新進 |
| Truist Financial Corp | 6,370 | $24.0 萬 | 0.00% | −5,776−47.6% | 減碼 |
| Assenagon Asset Management S.A. | 6,371 | $24.0 萬 | 0.00% | −11,249−63.8% | 減碼 |
| Bessemer Group Inc | 6,416 | $24.2 萬 | 0.00% | +6,280+4,617.6% | 加碼 |
| CIBC Asset Management Inc | 6,527 | $24.6 萬 | 0.00% | −205−3.0% | 減碼 |
| Veritable, L.P. | 6,889 | $26.0 萬 | 0.00% | +120+1.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 6,988 | $26.4 萬 | 0.03% | +6,988 | 新進 |
| Janney Montgomery Scott LLC | 7,409 | $27.9 萬 | 0.00% | −2,604−26.0% | 減碼 |
| Diversified Trust Co | 7,532 | $28.4 萬 | 0.01% | −142−1.9% | 減碼 |
| Hamilton Capital Partners Inc. | 7,716 | $29.1 萬 | 0.11% | 00.0% | 不變 |
| MML Investors Services, LLC | 7,980 | $30.1 萬 | 0.00% | +974+13.9% | 加碼 |
| Amundi | 7,857 | $30.4 萬 | 0.00% | −544−6.5% | 減碼 |
| Henshaw Capital LLC | 8,478 | $32.0 萬 | 0.02% | 00.0% | 不變 |
| Quadrature Capital Ltd | 8,791 | $33.1 萬 | 0.01% | +8,791 | 新進 |
| Equitable Holdings, Inc. | 8,923 | $33.7 萬 | 0.00% | +37+0.4% | 加碼 |
| Everence Capital Management Inc | 10,230 | $34.2 萬 | 0.03% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 9,205 | $34.7 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 9,250 | $34.9 萬 | 0.00% | −1,063−10.3% | 減碼 |
| ProShare Advisors LLC | 9,573 | $36.1 萬 | 0.00% | +679+7.6% | 加碼 |
| Advisor Group Holdings, Inc. | 9,933 | $37.5 萬 | 0.00% | −619−5.9% | 減碼 |
| Advisors Asset Management, Inc. | 10,353 | $39.1 萬 | 0.01% | −6,765−39.5% | 減碼 |
| First Hawaiian Bank | 10,523 | $39.7 萬 | 0.01% | +31+0.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,798 | $40.7 萬 | 0.00% | +1,345+14.2% | 加碼 |
| Captrust Financial Advisors | 10,865 | $41.0 萬 | 0.00% | −750−6.5% | 減碼 |
| Lokken Investment Group LLC | 10,877 | $41.0 萬 | 0.27% | +10.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 10,928 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 11,366 | $42.9 萬 | 0.00% | −43,488−79.3% | 減碼 |
| Univest Financial Corp | 11,886 | $44.8 萬 | 0.14% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 12,003 | $45.3 萬 | 0.01% | −685−5.4% | 減碼 |
| Marshall Financial Group Inc | 12,075 | $45.5 萬 | 0.17% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 12,735 | $48.0 萬 | 0.28% | −360−2.7% | 減碼 |
| Resources Management Corp | 13,995 | $52.8 萬 | 0.08% | +13,820+7,897.1% | 加碼 |
| XTX Topco Ltd | 14,159 | $53.4 萬 | 0.10% | +8,316+142.3% | 加碼 |
| DuPont Capital Management Corp | 14,561 | $54.9 萬 | 0.03% | −1,442−9.0% | 減碼 |
| Russell Investments Group, Ltd. | 15,024 | $56.7 萬 | 0.00% | −8,406−35.9% | 減碼 |
| Commonwealth Equity Services, LLC | 16,189 | $61.1 萬 | 0.00% | −745−4.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 16,496 | $62.2 萬 | 0.00% | −18,320−52.6% | 減碼 |
| Arizona State Retirement System | 17,242 | $65.0 萬 | 0.01% | −604−3.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,400 | $65.6 萬 | 0.00% | +1,360+8.5% | 加碼 |
| Sageworth Trust Co | 17,605 | $66.4 萬 | 0.05% | 00.0% | 不變 |
| Victory Capital Management Inc | 17,698 | $66.8 萬 | 0.00% | +913+5.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 19,193 | $72.4 萬 | 0.01% | −551−2.8% | 減碼 |
| AQR Capital Management LLC | 19,842 | $74.8 萬 | 0.00% | +19,842 | 新進 |