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 4 季 13F 持有人
WSFS Financial Corp 在 2024/12/31 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
- 252
- 較 2024 年第 3 季 −9 家
- 持有股數
- 5,385 萬
- 較 2024 年第 3 季 +114.3 萬 (+2.2%)
- 總市值
- $28.6 億
- 較 2024 年第 3 季 +$1.73 億 (+6.4%)
- 新進機構
- 29
- 另有 81 家加碼
- 清倉機構
- 38
- 另有 83 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 19,609 | $104.1 萬 | 0.00% | −126−0.6% | 減碼 |
| Graham Capital Management, L.P. | 19,448 | $103.3 萬 | 0.03% | +19,448 | 新進 |
| Modera Wealth Management, LLC | 18,259 | $97.0 萬 | 0.01% | −14,382−44.1% | 減碼 |
| Stifel Financial Corp | 17,880 | $95.0 萬 | 0.00% | +546+3.1% | 加碼 |
| ProShare Advisors LLC | 17,816 | $94.7 萬 | 0.00% | −6,864−27.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,430 | $92.6 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 17,301 | $91.9 萬 | 0.00% | −96,853−84.8% | 減碼 |
| Amalgamated Bank | 17,239 | $91.6 萬 | 0.01% | −178−1.0% | 減碼 |
| Arizona State Retirement System | 17,181 | $91.3 萬 | 0.01% | −123−0.7% | 減碼 |
| Keeley-Teton Advisors, LLC | 16,099 | $85.5 萬 | 0.10% | −14,543−47.5% | 減碼 |
| Lountzis Asset Management, LLC | 15,071 | $80.1 萬 | 0.34% | −1,929−11.3% | 減碼 |
| Inceptionr LLC | 14,404 | $76.5 萬 | 0.17% | +14,404 | 新進 |
| Teacher Retirement System of Texas | 14,167 | $75.3 萬 | 0.00% | −308−2.1% | 減碼 |
| Mill Creek Capital Advisors, LLC | 14,085 | $74.8 萬 | 0.02% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 14,000 | $74.4 萬 | 0.06% | −11,000−44.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 13,903 | $73.9 萬 | 0.01% | −100−0.7% | 減碼 |
| Natixis Advisors, L.P. | 13,884 | $73.8 萬 | 0.00% | +3,064+28.3% | 加碼 |
| Handelsbanken Fonder AB | 13,705 | $72.8 萬 | 0.00% | +1,400+11.4% | 加碼 |
| Sanctuary Advisors, LLC | 12,849 | $71.4 萬 | 0.00% | −30−0.2% | 減碼 |
| Diversified Trust Co | 12,808 | $68.0 萬 | 0.02% | +10.0% | 加碼 |
| Commonwealth Equity Services, LLC | 12,803 | $68.0 萬 | 0.00% | −537−4.0% | 減碼 |
| KLP Kapitalforvaltning AS | 12,630 | $67.1 萬 | 0.00% | +12,630 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 12,625 | $67.1 萬 | 0.01% | +12,625 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,574 | $66.8 萬 | 0.00% | −95−0.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 12,557 | $66.7 萬 | 0.00% | −11,369−47.5% | 減碼 |
| Marshall Financial Group Inc | 12,075 | $64.2 萬 | 0.20% | 00.0% | 不變 |
| Univest Financial Corp | 11,886 | $63.2 萬 | 0.04% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 11,384 | $60.5 萬 | 0.01% | +22+0.2% | 加碼 |
| Henshaw Capital LLC | 11,097 | $59.0 萬 | 0.02% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,957 | $58.4 萬 | 0.01% | +275+2.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $56.7 萬 | 0.00% | 00.0% | 不變 |
| Advantage Alpha Capital Partners LP | 10,647 | $56.6 萬 | 0.13% | +1,182+12.5% | 加碼 |
| First Hawaiian Bank | 10,480 | $55.7 萬 | 0.02% | 00.0% | 不變 |
| Holocene Advisors, LP | 10,471 | $55.6 萬 | 0.00% | +10,471 | 新進 |
| Glenmede Trust Co NA | 10,264 | $54.5 萬 | 0.00% | +979+10.5% | 加碼 |
| Haverford Trust Co | 9,557 | $50.8 萬 | 0.01% | −1,350−12.4% | 減碼 |
| Russell Investments Group, Ltd. | 9,503 | $50.5 萬 | 0.00% | +56+0.6% | 加碼 |
| Ironwood Investment Management LLC | 9,270 | $49.3 萬 | 0.25% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 8,922 | $47.4 萬 | 0.01% | +7+0.1% | 加碼 |
| Royce & Associates LP | 8,732 | $46.4 萬 | 0.00% | −69,436−88.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,596 | $45.7 萬 | 0.00% | −10−0.1% | 減碼 |
| Profund Advisors LLC | 8,347 | $44.3 萬 | 0.02% | +2,588+44.9% | 加碼 |
| Two Sigma Securities, LLC | 8,111 | $43.1 萬 | 0.08% | −429−5.0% | 減碼 |
| FineMark National Bank & Trust | 7,932 | $42.1 萬 | 0.01% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 7,652 | $40.7 萬 | 0.03% | −5−0.1% | 減碼 |
| Pictet Asset Management Holding SA | 7,378 | $39.2 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 6,959 | $37.0 萬 | 0.00% | +720+11.5% | 加碼 |
| Lido Advisors, LLC | 6,389 | $33.9 萬 | 0.00% | +1,662+35.2% | 加碼 |
| STRS Ohio | 6,300 | $33.5 萬 | 0.00% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,214 | $33.0 萬 | 0.00% | −206−3.2% | 減碼 |
| Westover Capital Advisors, LLC | 6,185 | $32.9 萬 | 0.07% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 6,103 | $32.4 萬 | 0.00% | +5+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,027 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 5,659 | $30.1 萬 | 0.00% | −387−6.4% | 減碼 |
| CIBC World Markets Corp | 5,533 | $29.4 萬 | 0.00% | +5,533 | 新進 |
| State of Wisconsin Investment Board | 5,491 | $29.2 萬 | 0.00% | +171+3.2% | 加碼 |
| Los Angeles Capital Management LLC | 5,231 | $27.8 萬 | 0.00% | −8,329−61.4% | 減碼 |
| Mutual Advisors, LLC | 5,090 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| AQR Capital Management LLC | 5,107 | $27.1 萬 | 0.00% | +5,107 | 新進 |
| Allegheny Financial Group LTD | 5,068 | $26.9 萬 | 0.07% | +12+0.2% | 加碼 |
| Truist Financial Corp | 5,056 | $26.9 萬 | 0.00% | −100−1.9% | 減碼 |
| North Star Asset Management Inc | 4,828 | $25.7 萬 | 0.01% | −553−10.3% | 減碼 |
| HighTower Advisors, LLC | 4,762 | $25.3 萬 | 0.00% | +290+6.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 4,558 | $24.2 萬 | 0.00% | +36+0.8% | 加碼 |
| FMR LLC | 4,538 | $24.1 萬 | 0.00% | +255+6.0% | 加碼 |
| Jacobi Capital Management LLC | 4,500 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 4,492 | $23.9 萬 | 0.04% | 00.0% | 不變 |
| Mariner, LLC | 4,457 | $23.7 萬 | 0.00% | +215+5.1% | 加碼 |
| Colony Group, LLC | 4,435 | $23.6 萬 | 0.00% | +25+0.6% | 加碼 |
| Mercer Global Advisors Inc | 4,370 | $23.2 萬 | 0.00% | +4,370 | 新進 |
| XTX Topco Ltd | 4,282 | $22.8 萬 | 0.02% | +4,282 | 新進 |
| Xponance, Inc. | 4,230 | $22.5 萬 | 0.00% | +4,230 | 新進 |
| Sageworth Trust Co | 4,181 | $22.2 萬 | 0.01% | 00.0% | 不變 |
| Stephens Inc | 4,101 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 4,077 | $21.7 萬 | 0.00% | +108+2.7% | 加碼 |
| Kestra Advisory Services, LLC | 4,062 | $21.6 萬 | 0.00% | +4,062 | 新進 |
| Lansing Street Advisors | 4,056 | $21.5 萬 | 0.08% | 00.0% | 不變 |
| Mackenzie Financial Corp | 4,016 | $21.3 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,904 | $20.7 萬 | 0.00% | +3,904 | 新進 |
| Smartleaf Asset Management LLC | 3,304 | $17.6 萬 | 0.02% | +804+32.2% | 加碼 |
| Advisor Group Holdings, Inc. | 3,302 | $17.5 萬 | 0.00% | +71+2.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 3,213 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $16.0 萬 | 0.03% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,960 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,918 | $15.5 萬 | 0.00% | −4,802−62.2% | 減碼 |
| KBC Group NV | 2,885 | $15.3 萬 | 0.00% | +1,172+68.4% | 加碼 |
| US Bancorp | 2,813 | $14.9 萬 | 0.00% | 00.0% | 不變 |
| New Age Alpha Advisors, LLC | 2,796 | $14.9 萬 | 0.01% | +2,796 | 新進 |
| Sterling Capital Management LLC | 1,863 | $9.90 萬 | 0.00% | +1,657+804.4% | 加碼 |
| Hamilton Capital Partners Inc. | 1,707 | $9.07 萬 | 0.01% | −807−32.1% | 減碼 |
| Quest Partners LLC | 1,580 | $8.39 萬 | 0.01% | +1,580 | 新進 |
| POM Investment Strategies, LLC | 1,506 | $8.00 萬 | 0.06% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,488 | $7.91 萬 | 0.01% | +37+2.5% | 加碼 |
| South State Corp. | 1,000 | $5.31 萬 | 0.00% | 00.0% | 不變 |
| Key Financial Inc | 980 | $5.21 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 950 | $5.05 萬 | 0.00% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 750 | $3.98 萬 | 0.01% | +750 | 新進 |
| Global Retirement Partners, LLC | 741 | $3.94 萬 | 0.00% | +16+2.2% | 加碼 |
| Public Employees Retirement System of Ohio | 726 | $3.86 萬 | 0.00% | +12+1.7% | 加碼 |
| Crowley Wealth Management, Inc. | 600 | $3.19 萬 | 0.03% | +600 | 新進 |