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 3 季 13F 持有人
WSFS Financial Corp 在 2023/9/30 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
- 218
- 較 2023 年第 2 季 +11 家
- 持有股數
- 5,305 萬
- 較 2023 年第 2 季 −82.2 萬 (−1.5%)
- 總市值
- $19.4 億
- 較 2023 年第 2 季 −$8,543 萬 (−4.2%)
- 新進機構
- 26
- 另有 64 家加碼
- 清倉機構
- 15
- 另有 83 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 1 | $37 | 0.00% | 00.0% | 不變 |
| Tfo-TDC, LLC | 2 | $75 | 0.00% | 00.0% | 不變 |
| Glassman Wealth Services | 4 | $146 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 14 | $511 | 0.00% | +2+16.7% | 加碼 |
| SRS Capital Advisors, Inc. | 27 | $994 | 0.00% | 00.0% | 不變 |
| Steward Financial Group LLC | 48 | $1,000 | 0.00% | +48 | 新進 |
| First Manhattan Co | 30 | $1,095 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 43 | $1,570 | 0.00% | +11+34.4% | 加碼 |
| Carmichael Hill & Associates, Inc. | 44 | $1,606 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 48 | $1,752 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 49 | $2,000 | 0.00% | −32−39.5% | 減碼 |
| Harbour Investments, Inc. | 70 | $2,555 | 0.00% | 00.0% | 不變 |
| Creative Planning | 72 | $2,628 | 0.00% | +72 | 新進 |
| Lindbrook Capital, LLC | 78 | $2,847 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 88 | $3,212 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 90 | $3,285 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 113 | $4,125 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 125 | $5,000 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 172 | $6,278 | 0.00% | +172 | 新進 |
| AdvisorNet Financial, Inc | 180 | $6,570 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 251 | $9,166 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 286 | $1.04 萬 | 0.00% | −19−6.2% | 減碼 |
| Glen Eagle Advisors, LLC | 300 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 327 | $1.19 萬 | 0.00% | −29−8.1% | 減碼 |
| Picton Mahoney Asset Management | 320 | $1.20 萬 | 0.00% | +320 | 新進 |
| Versant Capital Management, Inc | 367 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 554 | $2.00 萬 | 0.00% | +31+5.9% | 加碼 |
| Lazard Asset Management LLC | 643 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Eagle Bay Advisors LLC | 849 | $3.10 萬 | 0.01% | +269+46.4% | 加碼 |
| Key Financial Inc | 980 | $3.58 萬 | 0.01% | 00.0% | 不變 |
| South State Corp. | 1,000 | $3.65 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 1,180 | $4.30 萬 | 0.03% | +516+77.7% | 加碼 |
| Global Retirement Partners, LLC | 1,337 | $4.81 萬 | 0.00% | +71+5.6% | 加碼 |
| First Horizon Advisors, Inc. | 1,363 | $4.97 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 1,713 | $6.30 萬 | 0.00% | −2,895−62.8% | 減碼 |
| Quantbot Technologies LP | 1,798 | $6.56 萬 | 0.00% | +1,798 | 新進 |
| Allspring Global Investments Holdings, LLC | 2,109 | $7.70 萬 | 0.00% | −323−13.3% | 減碼 |
| Point72 Middle East FZE | 2,426 | $8.85 萬 | 0.01% | +2,426 | 新進 |
| McClarren Financial Advisors, Inc. | 2,520 | $9.10 萬 | 0.08% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,549 | $9.30 萬 | 0.00% | +1,514+146.3% | 加碼 |
| Nisa Investment Advisors, LLC | 2,555 | $9.33 萬 | 0.00% | −35−1.4% | 減碼 |
| FMR LLC | 2,710 | $9.89 萬 | 0.00% | +193+7.7% | 加碼 |
| US Bancorp | 2,933 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $11.0 萬 | 0.03% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 3,539 | $12.9 萬 | 0.01% | +176+5.2% | 加碼 |
| Vestcor Inc | 4,369 | $15.9 萬 | 0.01% | +4,369 | 新進 |
| Northwestern Mutual Wealth Management Co | 5,500 | $20.1 萬 | 0.00% | +2,720+97.8% | 加碼 |
| Allegheny Financial Group LTD | 5,520 | $20.1 萬 | 0.08% | +20+0.4% | 加碼 |
| Pictet Asset Management Holding SA | 5,760 | $21.0 萬 | 0.00% | +5,760 | 新進 |
| LPL Financial LLC | 5,778 | $21.1 萬 | 0.00% | +5,778 | 新進 |
| Glenmede Trust Co NA | 5,987 | $21.9 萬 | 0.00% | +5,987 | 新進 |
| Ameritas Investment Partners, Inc. | 6,088 | $22.2 萬 | 0.01% | +1,028+20.3% | 加碼 |
| Truist Financial Corp | 6,107 | $22.3 萬 | 0.00% | −263−4.1% | 減碼 |
| Westover Capital Advisors, LLC | 6,115 | $22.3 萬 | 0.08% | 00.0% | 不變 |
| Occudo Quantitative Strategies LP | 6,154 | $22.5 萬 | 0.03% | +6,154 | 新進 |
| CIBC Asset Management Inc | 6,176 | $22.5 萬 | 0.00% | −351−5.4% | 減碼 |
| Hamilton Capital Partners Inc. | 6,234 | $22.8 萬 | 0.08% | −1,482−19.2% | 減碼 |
| Forum Financial Management, LP | 6,361 | $23.2 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 6,400 | $23.3 萬 | 0.00% | +5,200+433.3% | 加碼 |
| Point72 Asset Management, L.P. | 6,438 | $23.5 萬 | 0.00% | +6,438 | 新進 |
| State of Wisconsin Investment Board | 6,609 | $24.1 萬 | 0.00% | +6,609 | 新進 |
| Pine Valley Investments Ltd Liability Co | 7,002 | $25.6 萬 | 0.02% | +14+0.2% | 加碼 |
| Keebeck Alpha, LP | 7,243 | $26.4 萬 | 0.26% | +7,243 | 新進 |
| Pathstone Family Office, LLC | 7,291 | $26.6 萬 | 0.00% | +7,291 | 新進 |
| Everence Capital Management Inc | 7,320 | $26.7 萬 | 0.02% | −2,910−28.4% | 減碼 |
| Amundi | 7,661 | $27.0 萬 | 0.00% | −196−2.5% | 減碼 |
| Janney Montgomery Scott LLC | 7,725 | $28.2 萬 | 0.00% | +316+4.3% | 加碼 |
| Diversified Trust Co | 7,877 | $28.8 萬 | 0.01% | +345+4.6% | 加碼 |
| FineMark National Bank & Trust | 7,932 | $29.0 萬 | 0.01% | +7,932 | 新進 |
| MML Investors Services, LLC | 7,995 | $29.2 萬 | 0.00% | +15+0.2% | 加碼 |
| Radnor Capital Management, LLC | 8,550 | $31.2 萬 | 0.06% | +8,550 | 新進 |
| Advisor Partners II, LLC | 8,614 | $31.4 萬 | 0.01% | +8,614 | 新進 |
| Prelude Capital Management, LLC | 8,927 | $32.6 萬 | 0.03% | +8,927 | 新進 |
| Alps Advisors Inc | 8,970 | $32.7 萬 | 0.00% | +8,970 | 新進 |
| Handelsbanken Fonder AB | 9,205 | $33.6 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 9,320 | $34.0 萬 | 0.00% | −253−2.6% | 減碼 |
| Captrust Financial Advisors | 9,381 | $34.2 萬 | 0.00% | −1,484−13.7% | 減碼 |
| Advisor Group Holdings, Inc. | 10,061 | $36.7 萬 | 0.00% | +128+1.3% | 加碼 |
| Advisors Asset Management, Inc. | 10,198 | $37.2 萬 | 0.01% | −155−1.5% | 減碼 |
| Equitable Holdings, Inc. | 10,414 | $38.0 萬 | 0.01% | +1,491+16.7% | 加碼 |
| First Hawaiian Bank | 10,523 | $38.4 萬 | 0.01% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 10,701 | $39.1 萬 | 0.00% | −1,302−10.8% | 減碼 |
| Lokken Investment Group LLC | 10,877 | $39.7 萬 | 0.26% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 10,928 | $39.9 萬 | 0.00% | 00.0% | 不變 |
| Henshaw Capital LLC | 10,972 | $40.0 萬 | 0.02% | +2,494+29.4% | 加碼 |
| Bessemer Group Inc | 11,176 | $40.8 萬 | 0.00% | +4,760+74.2% | 加碼 |
| Univest Financial Corp | 11,886 | $43.4 萬 | 0.14% | 00.0% | 不變 |
| Marshall Financial Group Inc | 12,075 | $44.1 萬 | 0.18% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 12,285 | $44.8 萬 | 0.00% | −2,739−18.2% | 減碼 |
| Teacher Retirement System of Texas | 12,437 | $45.4 萬 | 0.00% | +3,187+34.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,450 | $45.4 萬 | 0.00% | +1,652+15.3% | 加碼 |
| Ironwood Investment Management LLC | 12,735 | $46.5 萬 | 0.28% | 00.0% | 不變 |
| XTX Topco Ltd | 13,890 | $50.7 萬 | 0.09% | −269−1.9% | 減碼 |
| Resources Management Corp | 13,995 | $51.1 萬 | 0.08% | 00.0% | 不變 |
| Sageworth Trust Co | 14,181 | $51.8 萬 | 0.04% | −3,424−19.4% | 減碼 |
| UBS Group AG | 14,514 | $53.0 萬 | 0.00% | −23,123−61.4% | 減碼 |
| Mill Creek Capital Advisors, LLC | 14,643 | $53.4 萬 | 0.02% | +14,643 | 新進 |
| Commonwealth Equity Services, LLC | 16,231 | $59.2 萬 | 0.00% | +42+0.3% | 加碼 |
| Edgestream Partners, L.P. | 17,287 | $63.1 萬 | 0.05% | +17,287 | 新進 |
| HSBC Holdings PLC | 17,172 | $63.3 萬 | 0.00% | −72,370−80.8% | 減碼 |