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 3 季 13F 持有人
WSFS Financial Corp 在 2024/9/30 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
- 265
- 較 2024 年第 2 季 +34 家
- 持有股數
- 5,305 萬
- 較 2024 年第 2 季 +834.9 萬 (+18.7%)
- 總市值
- $27.1 億
- 較 2024 年第 2 季 +$6.07 億 (+28.9%)
- 新進機構
- 46
- 另有 70 家加碼
- 清倉機構
- 12
- 另有 100 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Millennium Management LLC | 62,250 | $317.4 萬 | 0.00% | +39,327+171.6% | 加碼 |
| Aristotle Capital Boston, LLC | 63,484 | $323.7 萬 | 0.11% | −18,657−22.7% | 減碼 |
| Great West Life Assurance Co | 67,453 | $344.0 萬 | 0.01% | +6,692+11.0% | 加碼 |
| Wedge Capital Management L L P | 68,107 | $347.3 萬 | 0.06% | −14,264−17.3% | 減碼 |
| Price T Rowe Associates Inc | 78,151 | $398.5 萬 | 0.00% | −124,438−61.4% | 減碼 |
| Royce & Associates LP | 78,168 | $398.6 萬 | 0.04% | +55,668+247.4% | 加碼 |
| Raymond James & Associates | 84,878 | $432.8 萬 | 0.00% | −24,627−22.5% | 減碼 |
| Prudential Financial Inc | 88,681 | $452.2 萬 | 0.01% | −3,005−3.3% | 減碼 |
| First Trust Advisors LP | 96,216 | $490.6 萬 | 0.00% | −11,915−11.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 98,063 | $503.3 萬 | 0.03% | −2,600−2.6% | 減碼 |
| Citigroup Inc | 105,232 | $536.6 萬 | 0.00% | +15,881+17.8% | 加碼 |
| Jane Street Group, LLC | 114,154 | $582.1 萬 | 0.01% | +36,990+47.9% | 加碼 |
| Crawford Investment Counsel Inc | 117,217 | $597.7 萬 | 0.10% | −470−0.4% | 減碼 |
| Swiss National Bank | 117,340 | $598.3 萬 | 0.00% | −1,200−1.0% | 減碼 |
| Barclays PLC | 120,397 | $613.9 萬 | 0.00% | +63,284+110.8% | 加碼 |
| Public Sector Pension Investment Board | 125,702 | $641.0 萬 | 0.03% | −6,500−4.9% | 減碼 |
| Lord, Abbett & Co. LLC | 126,882 | $647.0 萬 | 0.02% | −2,466−1.9% | 減碼 |
| UBS Asset Management Americas Inc | 127,468 | $650.0 萬 | 0.00% | −13,636−9.7% | 減碼 |
| Bridgeway Capital Management, LLC | 130,759 | $666.7 萬 | 0.14% | −19,800−13.2% | 減碼 |
| Loomis Sayles & Co L P | 150,091 | $765.3 萬 | 0.01% | −90,139−37.5% | 減碼 |
| Ameriprise Financial Inc | 154,226 | $786.4 萬 | 0.00% | −16,840−9.8% | 減碼 |
| Renaissance Technologies LLC | 161,955 | $825.8 萬 | 0.01% | −46,510−22.3% | 減碼 |
| Legal & General Group Plc | 163,395 | $833.2 萬 | 0.00% | −4,390−2.6% | 減碼 |
| Envestnet Asset Management Inc | 178,314 | $909.2 萬 | 0.00% | +2,900+1.7% | 加碼 |
| Rhumbline Advisers | 178,404 | $909.7 萬 | 0.01% | −9,853−5.2% | 減碼 |
| Royal Bank of Canada | 204,639 | $1,043 萬 | 0.00% | +115,865+130.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 205,936 | $1,050 萬 | 0.02% | −5,358−2.5% | 減碼 |
| Wellington Management Group LLP | 215,759 | $1,100 萬 | 0.00% | −2,346−1.1% | 減碼 |
| Fisher Asset Management, LLC | 220,000 | $1,122 萬 | 0.00% | +36,798+20.1% | 加碼 |
| Wells Fargo & Company | 226,849 | $1,157 萬 | 0.00% | −10,099−4.3% | 減碼 |
| Clearbridge Investments, LLC | 230,172 | $1,174 萬 | 0.01% | +230,172 | 新進 |
| Nuveen Asset Management, LLC | 232,970 | $1,188 萬 | 0.00% | −50,821−17.9% | 減碼 |
| New York State Common Retirement Fund | 242,765 | $1,238 萬 | 0.02% | −27,700−10.2% | 減碼 |
| Eagle Asset Management Inc | 255,452 | $1,430 萬 | 0.07% | +3,861+1.5% | 加碼 |
| Earnest Partners LLC | 299,965 | $1,530 萬 | 0.07% | −11,261−3.6% | 減碼 |
| Principal Financial Group Inc | 306,339 | $1,562 萬 | 0.01% | −22,251−6.8% | 減碼 |
| Jennison Associates LLC | 359,212 | $1,832 萬 | 0.01% | −132,559−27.0% | 減碼 |
| JPMorgan Chase & Co | 411,746 | $2,099 萬 | 0.00% | −35,381−7.9% | 減碼 |
| Goldman Sachs Group Inc | 469,718 | $2,395 萬 | 0.00% | +189,835+67.8% | 加碼 |
| Bank of New York Mellon Corp | 491,991 | $2,509 萬 | 0.00% | −62,547−11.3% | 減碼 |
| Norges Bank | 493,594 | $2,517 萬 | 0.00% | −18,396−3.6% | 減碼 |
| Morgan Stanley | 529,875 | $2,702 萬 | 0.00% | +123,649+30.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 600,348 | $3,061 萬 | 0.03% | −25,265−4.0% | 減碼 |
| Standard Life Aberdeen plc | 620,808 | $3,166 萬 | 0.06% | +6,380+1.0% | 加碼 |
| Frontier Capital Management Co LLC | 670,156 | $3,417 萬 | 0.32% | +146,778+28.0% | 加碼 |
| Charles Schwab Investment Management Inc | 720,934 | $3,676 萬 | 0.01% | −1,158−0.2% | 減碼 |
| Palisade Capital Management LLC | 762,869 | $3,890 萬 | 1.03% | −46,617−5.8% | 減碼 |
| Cooke & Bieler LP | 771,353 | $3,933 萬 | 0.36% | −188,171−19.6% | 減碼 |
| Alliancebernstein L.P. | 798,354 | $4,071 萬 | 0.01% | −78,072−8.9% | 減碼 |
| Northern Trust Corp | 799,792 | $4,078 萬 | 0.01% | −21,399−2.6% | 減碼 |
| Pzena Investment Management LLC | 816,470 | $4,163 萬 | 0.13% | −83,189−9.2% | 減碼 |
| Brown Advisory Inc | 845,859 | $4,313 萬 | 0.05% | +14,046+1.7% | 加碼 |
| American Century Companies Inc | 908,428 | $4,632 萬 | 0.03% | +30,961+3.5% | 加碼 |
| Invesco Ltd. | 960,567 | $4,898 萬 | 0.01% | +45,259+4.9% | 加碼 |
| Bank of America Corp | 1,004,194 | $5,120 萬 | 0.00% | +5,586+0.6% | 加碼 |
| Champlain Investment Partners, LLC | 1,299,998 | $6,629 萬 | 0.40% | +14,792+1.2% | 加碼 |
| Geode Capital Management, LLC | 1,422,616 | $7,255 萬 | 0.01% | −1,847−0.1% | 減碼 |
| Macquarie Group Ltd | 1,694,133 | $8,639 萬 | 0.09% | −37,724−2.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,293,280 | $1.17 億 | 0.07% | −57,589−2.4% | 減碼 |
| Franklin Resources Inc | 2,782,098 | $1.43 億 | 0.04% | −248,546−8.2% | 減碼 |
| State Street Corp | 3,030,372 | $1.55 億 | 0.01% | +87,781+3.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,904,017 | $1.99 億 | 0.05% | +7620.0% | 加碼 |
| Vanguard Group Inc | 7,019,682 | $3.58 億 | 0.01% | −125,079−1.8% | 減碼 |
| BlackRock, Inc. | 8,672,076 | $4.42 億 | 0.01% | +8,672,076 | 新進 |
| McClarren Financial Advisors, Inc. | 50 | – | – | +3+6.4% | 加碼 |
| Denali Advisors LLC | 0 | $0 | 0.00% | −73,100−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,763−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −18,294−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,893−100.0% | 清倉 |
| Algert Global LLC | 0 | $0 | 0.00% | −6,072−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,002−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,676−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,477−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,547−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,365−100.0% | 清倉 |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −2,418−100.0% | 清倉 |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| BlackRock Inc. | – | – | – | – | 本季未申報 |
| Buckingham Strategic Wealth, LLC | – | – | – | – | 本季未申報 |