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。
2024 年第 2 季 13F 持有人
WSFS Financial Corp 在 2024/6/30 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
- 233
- 較 2024 年第 1 季 −7 家
- 持有股數
- 5,331 萬
- 較 2024 年第 1 季 −47.1 萬 (−0.9%)
- 總市值
- $25.1 億
- 較 2024 年第 1 季 +$7,840 萬 (+3.2%)
- 新進機構
- 21
- 另有 73 家加碼
- 清倉機構
- 28
- 另有 94 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 23,120 | $108.7 萬 | 0.02% | +19,866+610.5% | 加碼 |
| Millennium Management LLC | 22,923 | $107.7 萬 | 0.00% | −7,409−24.4% | 減碼 |
| Royce & Associates LP | 22,500 | $105.8 萬 | 0.01% | 00.0% | 不變 |
| Salzhauer Michael | 21,309 | $100.2 萬 | 0.81% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 20,957 | $98.5 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 20,952 | $98.5 萬 | 0.02% | −862−4.0% | 減碼 |
| Lountzis Asset Management, LLC | 19,000 | $89.3 萬 | 0.42% | 00.0% | 不變 |
| Amalgamated Bank | 18,348 | $86.2 萬 | 0.01% | −510−2.7% | 減碼 |
| AXS Investments LLC | 18,294 | $86.0 萬 | 0.24% | +18,294 | 新進 |
| Stifel Financial Corp | 17,846 | $83.9 萬 | 0.00% | −793−4.3% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,430 | $81.9 萬 | 0.00% | +1,390+8.7% | 加碼 |
| Bessemer Group Inc | 17,354 | $81.6 萬 | 0.00% | 00.0% | 不變 |
| Arizona State Retirement System | 16,876 | $79.3 萬 | 0.01% | +185+1.1% | 加碼 |
| LPL Financial LLC | 16,068 | $75.5 萬 | 0.00% | +912+6.0% | 加碼 |
| Commonwealth Equity Services, LLC | 14,971 | $70.4 萬 | 0.00% | −6,041−28.8% | 減碼 |
| Versor Investments LP | 14,900 | $70.0 萬 | 0.13% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 14,603 | $68.6 萬 | 0.01% | −1,590−9.8% | 減碼 |
| Teacher Retirement System of Texas | 14,257 | $67.0 萬 | 0.00% | −1,513−9.6% | 減碼 |
| Sageworth Trust Co | 14,181 | $66.7 萬 | 0.04% | 00.0% | 不變 |
| Haverford Trust Co | 13,307 | $62.5 萬 | 0.01% | 00.0% | 不變 |
| HSBC Holdings PLC | 13,118 | $61.5 萬 | 0.00% | −65,483−83.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,949 | $60.9 萬 | 0.00% | −124−0.9% | 減碼 |
| Russell Investments Group, Ltd. | 12,641 | $59.4 萬 | 0.00% | +11,821+1,441.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 12,266 | $57.7 萬 | 0.00% | −17,890−59.3% | 減碼 |
| Marshall Financial Group Inc | 12,075 | $56.8 萬 | 0.18% | 00.0% | 不變 |
| Lokken Investment Group LLC | 11,988 | $56.3 萬 | 0.26% | +109+0.9% | 加碼 |
| Univest Financial Corp | 11,886 | $55.9 萬 | 0.16% | 00.0% | 不變 |
| Diversified Trust Co | 11,382 | $53.5 萬 | 0.02% | +225+2.0% | 加碼 |
| Equitable Holdings, Inc. | 11,337 | $53.3 萬 | 0.01% | +28+0.2% | 加碼 |
| Handelsbanken Fonder AB | 11,205 | $52.7 萬 | 0.00% | +400+3.7% | 加碼 |
| Henshaw Capital LLC | 11,097 | $52.2 萬 | 0.02% | +125+1.1% | 加碼 |
| Natixis Advisors, L.P. | 10,893 | $51.2 萬 | 0.00% | −388−3.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $50.2 萬 | 0.00% | −2,488−18.9% | 減碼 |
| First Hawaiian Bank | 10,504 | $49.4 萬 | 0.02% | −31−0.3% | 減碼 |
| Mutual of America Capital Management LLC | 9,878 | $46.4 萬 | 0.01% | −552−5.3% | 減碼 |
| ProShare Advisors LLC | 9,294 | $43.7 萬 | 0.00% | −2,888−23.7% | 減碼 |
| Ironwood Investment Management LLC | 9,270 | $43.6 萬 | 0.23% | 00.0% | 不變 |
| Public Employees Retirement Association of Colorado | 8,606 | $40.4 萬 | 0.00% | −634−6.9% | 減碼 |
| Janney Montgomery Scott LLC | 8,520 | $40.0 萬 | 0.00% | −456−5.1% | 減碼 |
| Pictet Asset Management Holding SA | 8,024 | $37.7 萬 | 0.00% | +1,181+17.3% | 加碼 |
| Advantage Alpha Capital Partners LP | 8,019 | $37.7 萬 | 0.08% | −843−9.5% | 減碼 |
| FineMark National Bank & Trust | 7,932 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 7,893 | $37.1 萬 | 0.00% | −44−0.6% | 減碼 |
| Los Angeles Capital Management LLC | 7,810 | $36.7 萬 | 0.00% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,673 | $36.1 萬 | 0.00% | +691+9.9% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,646 | $35.9 萬 | 0.03% | +13+0.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 7,250 | $34.1 萬 | 0.00% | +42+0.6% | 加碼 |
| North Star Asset Management Inc | 7,251 | $34.1 萬 | 0.02% | −4,904−40.3% | 減碼 |
| AlphaMark Advisors, LLC | 7,009 | $32.9 萬 | 0.11% | +7,009 | 新進 |
| Everence Capital Management Inc | 7,320 | $31.3 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 6,600 | $31.0 萬 | 0.00% | +2,161+48.7% | 加碼 |
| MML Investors Services, LLC | 6,441 | $30.3 萬 | 0.00% | −885−12.1% | 減碼 |
| STRS Ohio | 6,300 | $29.6 萬 | 0.00% | −3,400−35.1% | 減碼 |
| Westover Capital Advisors, LLC | 6,215 | $29.2 萬 | 0.08% | −80−1.3% | 減碼 |
| Mutual Advisors, LLC | 5,075 | $28.7 萬 | 0.01% | +12+0.2% | 加碼 |
| Algert Global LLC | 6,072 | $28.5 萬 | 0.01% | +6,072 | 新進 |
| Forum Financial Management, LP | 6,045 | $28.4 萬 | 0.01% | +30.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,027 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 6,002 | $28.2 萬 | 0.00% | −27,123−81.9% | 減碼 |
| Bank of Montreal | 5,989 | $28.2 萬 | 0.00% | +40+0.7% | 加碼 |
| Sanctuary Advisors, LLC | 6,413 | $27.5 萬 | 0.00% | +6,413 | 新進 |
| Truist Financial Corp | 5,680 | $26.7 萬 | 0.00% | −166−2.8% | 減碼 |
| Guggenheim Capital LLC | 5,676 | $26.7 萬 | 0.00% | −180−3.1% | 減碼 |
| XTX Topco Ltd | 5,477 | $25.7 萬 | 0.02% | +5,477 | 新進 |
| Buckingham Strategic Wealth, LLC | 5,354 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 5,273 | $24.8 萬 | 0.01% | +452+9.4% | 加碼 |
| Two Sigma Securities, LLC | 5,094 | $23.9 萬 | 0.01% | +5,094 | 新進 |
| Allegheny Financial Group LTD | 5,041 | $23.7 萬 | 0.07% | −519−9.3% | 減碼 |
| HighTower Advisors, LLC | 4,980 | $23.6 萬 | 0.00% | +458+10.1% | 加碼 |
| State of Wisconsin Investment Board | 4,932 | $23.2 萬 | 0.00% | +188+4.0% | 加碼 |
| Hamilton Capital Partners Inc. | 4,614 | $21.7 萬 | 0.02% | 00.0% | 不變 |
| Keebeck Alpha, LP | 4,547 | $21.4 萬 | 0.16% | −3,936−46.4% | 減碼 |
| Jacobi Capital Management LLC | 4,500 | $21.1 萬 | 0.02% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 4,492 | $21.1 萬 | 0.04% | −109−2.4% | 減碼 |
| Prelude Capital Management, LLC | 4,365 | $20.5 萬 | 0.02% | −3,778−46.4% | 減碼 |
| Ascent Group, LLC | 4,270 | $20.1 萬 | 0.02% | +4,270 | 新進 |
| FMR LLC | 4,044 | $19.0 萬 | 0.00% | +696+20.8% | 加碼 |
| Advisor Group Holdings, Inc. | 3,322 | $15.6 萬 | 0.00% | −3,242−49.4% | 減碼 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $14.2 萬 | 0.03% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,960 | $13.9 萬 | 0.00% | +25+0.9% | 加碼 |
| Smartleaf Asset Management LLC | 3,005 | $13.8 萬 | 0.02% | +223+8.0% | 加碼 |
| US Bancorp | 2,813 | $13.2 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,780 | $13.1 萬 | 0.00% | −71−2.5% | 減碼 |
| Innealta Capital, LLC | 2,418 | $11.4 萬 | 0.04% | +2,418 | 新進 |
| KBC Group NV | 1,713 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| POM Investment Strategies, LLC | 1,506 | $7.08 萬 | 0.06% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,023 | $4.81 萬 | 0.01% | +295+40.5% | 加碼 |
| South State Corp. | 1,000 | $4.70 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 980 | $4.61 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 800 | $3.76 萬 | 0.01% | −500−38.5% | 減碼 |
| Global Retirement Partners, LLC | 778 | $3.66 萬 | 0.00% | −81−9.4% | 減碼 |
| Public Employees Retirement System of Ohio | 690 | $3.24 萬 | 0.00% | +34+5.2% | 加碼 |
| Principal Securities, Inc. | 480 | $2.26 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 470 | $2.21 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 394 | $1.85 萬 | 0.00% | +394 | 新進 |
| EverSource Wealth Advisors, LLC | 327 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Versant Capital Management, Inc | 280 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 270 | $1.30 萬 | 0.00% | +90+50.0% | 加碼 |
| Parallel Advisors, LLC | 251 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 237 | $1.11 萬 | 0.00% | 00.0% | 不變 |