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。
2025 年第 1 季 13F 持有人
WSFS Financial Corp 在 2025/3/31 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
- 264
- 較 2024 年第 4 季 +14 家
- 持有股數
- 5,329 萬
- 較 2024 年第 4 季 −32.4 萬 (−0.6%)
- 總市值
- $27.6 億
- 較 2024 年第 4 季 −$8,456 萬 (−3.0%)
- 新進機構
- 33
- 另有 83 家加碼
- 清倉機構
- 19
- 另有 94 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 5,139 | $26.7 萬 | 0.02% | +5,139 | 新進 |
| HighTower Advisors, LLC | 5,278 | $27.4 萬 | 0.00% | +516+10.8% | 加碼 |
| BLB&B Advisors, LLC | 5,610 | $29.1 萬 | 0.01% | +5,610 | 新進 |
| Forum Financial Management, LP | 5,617 | $29.1 萬 | 0.00% | −42−0.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,027 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 6,169 | $32.0 萬 | 0.00% | −45−0.7% | 減碼 |
| Westover Capital Advisors, LLC | 6,185 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 6,202 | $32.2 萬 | 0.00% | +711+12.9% | 加碼 |
| Janney Montgomery Scott LLC | 6,215 | $32.2 萬 | 0.00% | +112+1.8% | 加碼 |
| STRS Ohio | 6,300 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 6,334 | $32.9 萬 | 0.00% | −55−0.9% | 減碼 |
| FineMark National Bank & Trust | 6,515 | $33.8 萬 | 0.01% | −1,417−17.9% | 減碼 |
| HSBC Holdings PLC | 6,789 | $35.1 萬 | 0.00% | −17,364−71.9% | 減碼 |
| Alps Advisors Inc | 6,900 | $35.8 萬 | 0.00% | +6,900 | 新進 |
| Haverford Trust Co | 7,000 | $36.3 萬 | 0.00% | −2,557−26.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,662 | $39.7 萬 | 0.03% | +10+0.1% | 加碼 |
| Pictet Asset Management Holding SA | 8,036 | $41.7 萬 | 0.00% | +658+8.9% | 加碼 |
| Mutual of America Capital Management LLC | 8,542 | $44.3 萬 | 0.01% | −380−4.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,596 | $44.6 萬 | 0.00% | 00.0% | 不變 |
| Royce & Associates LP | 8,732 | $45.3 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 8,798 | $45.6 萬 | 0.00% | +8,798 | 新進 |
| Bank of Montreal | 9,006 | $46.7 萬 | 0.00% | +2,047+29.4% | 加碼 |
| Ironwood Investment Management LLC | 9,270 | $48.1 萬 | 0.26% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 9,922 | $51.5 萬 | 0.08% | +1,811+22.3% | 加碼 |
| Los Angeles Capital Management LLC | 10,124 | $52.5 萬 | 0.00% | +4,893+93.5% | 加碼 |
| AQR Capital Management LLC | 10,347 | $53.7 萬 | 0.00% | +5,240+102.6% | 加碼 |
| Russell Investments Group, Ltd. | 10,357 | $53.7 萬 | 0.00% | +854+9.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,672 | $55.4 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 11,190 | $58.0 萬 | 0.03% | +6,908+161.3% | 加碼 |
| Glenmede Trust Co NA | 11,200 | $58.1 萬 | 0.00% | +936+9.1% | 加碼 |
| Equitable Holdings, Inc. | 11,406 | $59.2 萬 | 0.01% | +22+0.2% | 加碼 |
| KLP Kapitalforvaltning AS | 11,530 | $59.8 萬 | 0.00% | −1,100−8.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 11,808 | $61.1 萬 | 0.01% | +851+7.8% | 加碼 |
| Univest Financial Corp | 11,886 | $61.7 萬 | 0.04% | 00.0% | 不變 |
| Marshall Financial Group Inc | 12,075 | $62.6 萬 | 0.20% | 00.0% | 不變 |
| Verition Fund Management LLC | 12,491 | $64.8 萬 | 0.00% | +12,491 | 新進 |
| Commonwealth Equity Services, LLC | 12,581 | $65.3 萬 | 0.00% | −222−1.7% | 減碼 |
| Sanctuary Advisors, LLC | 12,594 | $65.3 萬 | 0.00% | −255−2.0% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 12,625 | $65.5 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 12,735 | $66.1 萬 | 0.00% | +12,735 | 新進 |
| Diversified Trust Co | 12,770 | $66.2 萬 | 0.02% | −38−0.3% | 減碼 |
| Henshaw Capital LLC | 12,980 | $67.3 萬 | 0.03% | +1,883+17.0% | 加碼 |
| CIBC World Markets Corp | 12,986 | $67.4 萬 | 0.01% | +7,453+134.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 13,403 | $69.5 萬 | 0.01% | −500−3.6% | 減碼 |
| Teacher Retirement System of Texas | 13,430 | $69.7 萬 | 0.00% | −737−5.2% | 減碼 |
| ProShare Advisors LLC | 13,783 | $71.5 萬 | 0.00% | −4,033−22.6% | 減碼 |
| Verdence Capital Advisors LLC | 14,000 | $72.6 萬 | 0.06% | 00.0% | 不變 |
| HRT Financial LP | 14,034 | $72.7 萬 | 0.00% | +14,034 | 新進 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,037 | $72.8 萬 | 0.00% | +1,463+11.6% | 加碼 |
| Mill Creek Capital Advisors, LLC | 14,085 | $73.1 萬 | 0.02% | 00.0% | 不變 |
| Natixis Advisors, L.P. | 14,088 | $73.1 萬 | 0.00% | +204+1.5% | 加碼 |
| Lountzis Asset Management, LLC | 15,071 | $78.7 萬 | 0.30% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 15,912 | $82.5 萬 | 0.10% | −187−1.2% | 減碼 |
| Voya Investment Management LLC | 15,959 | $82.8 萬 | 0.00% | −16,990−51.6% | 減碼 |
| Handelsbanken Fonder AB | 16,105 | $83.5 萬 | 0.00% | +2,400+17.5% | 加碼 |
| Stifel Financial Corp | 16,248 | $84.3 萬 | 0.00% | −1,632−9.1% | 減碼 |
| Bryce Point Capital, LLC | 16,468 | $86.3 萬 | 0.65% | +16,468 | 新進 |
| Amalgamated Bank | 16,700 | $86.6 萬 | 0.01% | −539−3.1% | 減碼 |
| Arizona State Retirement System | 16,885 | $87.6 萬 | 0.01% | −296−1.7% | 減碼 |
| Maryland State Retirement & Pension System | 17,117 | $88.8 萬 | 0.02% | −2,746−13.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 17,430 | $90.4 萬 | 0.00% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 18,234 | $94.6 萬 | 0.01% | −25−0.1% | 減碼 |
| Bessemer Group Inc | 19,575 | $101.6 萬 | 0.00% | −34−0.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 20,308 | $105.3 萬 | 0.01% | +20,308 | 新進 |
| Teachers Retirement System of the State of Kentucky | 20,957 | $108.7 萬 | 0.01% | 00.0% | 不變 |
| Salzhauer Michael | 21,309 | $110.5 萬 | 0.68% | 00.0% | 不變 |
| LPL Financial LLC | 21,321 | $110.6 萬 | 0.00% | +261+1.2% | 加碼 |
| Victory Capital Management Inc | 21,325 | $110.6 萬 | 0.00% | −60.0% | 減碼 |
| Yousif Capital Management, LLC | 21,661 | $112.4 萬 | 0.01% | −682−3.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 23,133 | $120.0 萬 | 0.00% | +665+3.0% | 加碼 |
| New York State Teachers Retirement System | 24,340 | $126.3 萬 | 0.00% | −300−1.2% | 減碼 |
| Private Advisor Group, LLC | 25,820 | $133.9 萬 | 0.01% | −462−1.8% | 減碼 |
| Louisiana State Employees Retirement System | 27,600 | $143.2 萬 | 0.03% | −900−3.2% | 減碼 |
| State of Tennessee, Treasury Department | 28,011 | $145.3 萬 | 0.01% | +2,475+9.7% | 加碼 |
| Janus Henderson Group PLC | 28,121 | $145.6 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 28,607 | $148.4 萬 | 0.00% | 00.0% | 不變 |
| Corebridge Financial, Inc. | 30,564 | $158.5 萬 | 0.01% | −912−2.9% | 減碼 |
| Avantax Advisory Services, Inc. | 31,471 | $163.2 萬 | 0.01% | −254−0.8% | 減碼 |
| Intech Investment Management LLC | 31,594 | $163.9 萬 | 0.02% | +5,649+21.8% | 加碼 |
| Illinois Municipal Retirement Fund | 31,803 | $165.0 萬 | 0.02% | −355−1.1% | 減碼 |
| State of Alaska, Department of Revenue | 32,502 | $168.5 萬 | 0.02% | −978−2.9% | 減碼 |
| Corbyn Investment Management Inc | 33,755 | $175.1 萬 | 0.65% | +20+0.1% | 加碼 |
| MetLife Investment Management | 33,823 | $175.4 萬 | 0.01% | −1,824−5.1% | 減碼 |
| Graham Capital Management, L.P. | 33,879 | $175.7 萬 | 0.06% | +14,431+74.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 34,835 | $180.7 萬 | 0.00% | +1,176+3.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 36,132 | $187.4 萬 | 0.01% | −375−1.0% | 減碼 |
| Voloridge Investment Management, LLC | 36,936 | $191.6 萬 | 0.01% | −3,372−8.4% | 減碼 |
| Comerica Bank | 37,264 | $193.3 萬 | 0.01% | −16,700−30.9% | 減碼 |
| Wedge Capital Management L L P | 39,689 | $205.9 萬 | 0.04% | −27,912−41.3% | 減碼 |
| Aristotle Capital Boston, LLC | 39,727 | $206.1 萬 | 0.10% | −19,816−33.3% | 減碼 |
| Rafferty Asset Management, LLC | 43,320 | $224.7 萬 | 0.01% | −8,361−16.2% | 減碼 |
| Siena Capital Partners GP, LLC | 43,819 | $227.3 萬 | 0.68% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 44,757 | $232.2 萬 | 0.01% | +3,226+7.8% | 加碼 |
| Thrivent Financial for Lutherans | 45,733 | $237.2 萬 | 0.01% | −2,440−5.1% | 減碼 |
| Hantz Financial Services, Inc. | 51,124 | $265.2 萬 | 0.05% | −664−1.3% | 減碼 |
| Price T Rowe Associates Inc | 53,658 | $278.4 萬 | 0.00% | +1,791+3.5% | 加碼 |
| California State Teachers Retirement System | 54,599 | $283.2 萬 | 0.00% | −823−1.5% | 減碼 |
| Prudential Financial Inc | 57,551 | $298.5 萬 | 0.00% | −2,280−3.8% | 減碼 |
| Great West Life Assurance Co | 60,416 | $313.6 萬 | 0.01% | −5,260−8.0% | 減碼 |
| Bryn Mawr Trust Co | 63,371 | $328.7 萬 | 0.06% | +4,235+7.2% | 加碼 |