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 |
|---|---|---|---|---|---|
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,428 | $329.0 萬 | 0.01% | +63,428 | 新進 |
| SEI Investments Co | 66,630 | $345.6 萬 | 0.00% | +10,271+18.2% | 加碼 |
| Deutsche Bank AG | 66,880 | $346.9 萬 | 0.00% | +15,133+29.2% | 加碼 |
| Millennium Management LLC | 72,726 | $377.2 萬 | 0.00% | +50,717+230.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 90,439 | $469.1 萬 | 0.03% | −3,510−3.7% | 減碼 |
| Barclays PLC | 91,640 | $475.3 萬 | 0.00% | −31,526−25.6% | 減碼 |
| Bridgeway Capital Management, LLC | 95,759 | $496.7 萬 | 0.13% | −35,000−26.8% | 減碼 |
| UBS Group AG | 103,821 | $538.5 萬 | 0.00% | +19,676+23.4% | 加碼 |
| First Trust Advisors LP | 106,715 | $553.5 萬 | 0.00% | −7,518−6.6% | 減碼 |
| Citigroup Inc | 112,020 | $581.0 萬 | 0.00% | −2,601−2.3% | 減碼 |
| Crawford Investment Counsel Inc | 113,512 | $588.8 萬 | 0.10% | −500−0.4% | 減碼 |
| Swiss National Bank | 114,140 | $592.0 萬 | 0.00% | −2,400−2.1% | 減碼 |
| Susquehanna International Group, LLP | 114,457 | $593.7 萬 | 0.01% | +81,717+249.6% | 加碼 |
| UBS Asset Management Americas Inc | 114,556 | $594.2 萬 | 0.00% | −19,380−14.5% | 減碼 |
| Jane Street Group, LLC | 117,472 | $609.3 萬 | 0.01% | +100,171+579.0% | 加碼 |
| Renaissance Technologies LLC | 128,226 | $665.1 萬 | 0.01% | −30,700−19.3% | 減碼 |
| Ameriprise Financial Inc | 131,133 | $680.2 萬 | 0.00% | −8,089−5.8% | 減碼 |
| Lord, Abbett & Co. LLC | 140,177 | $727.1 萬 | 0.03% | +14,438+11.5% | 加碼 |
| Legal & General Group Plc | 159,931 | $829.6 萬 | 0.00% | −5,144−3.1% | 減碼 |
| Great Lakes Advisors, LLC | 165,939 | $860.7 萬 | 0.08% | −3,624−2.1% | 減碼 |
| Rhumbline Advisers | 168,512 | $874.1 萬 | 0.01% | −8,411−4.8% | 減碼 |
| Envestnet Asset Management Inc | 180,933 | $938.5 萬 | 0.00% | +1,971+1.1% | 加碼 |
| Public Sector Pension Investment Board | 186,061 | $965.1 萬 | 0.04% | +39,331+26.8% | 加碼 |
| Clearbridge Investments, LLC | 186,343 | $966.6 萬 | 0.01% | −41,627−18.3% | 減碼 |
| Wellington Management Group LLP | 200,970 | $1,042 萬 | 0.00% | +380.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 216,108 | $1,121 萬 | 0.02% | −11,818−5.2% | 減碼 |
| Wells Fargo & Company | 219,633 | $1,139 萬 | 0.00% | −10,163−4.4% | 減碼 |
| Royal Bank of Canada | 223,052 | $1,157 萬 | 0.00% | +2,237+1.0% | 加碼 |
| Fisher Asset Management, LLC | 229,789 | $1,192 萬 | 0.01% | −37,239−13.9% | 減碼 |
| New York State Common Retirement Fund | 231,816 | $1,202 萬 | 0.02% | −18,242−7.3% | 減碼 |
| Nuveen, LLC | 233,080 | $1,209 萬 | 0.00% | +233,080 | 新進 |
| Basswood Capital Management, L.L.C. | 248,749 | $1,290 萬 | 0.73% | +248,749 | 新進 |
| Earnest Partners LLC | 277,046 | $1,437 萬 | 0.07% | −27,244−9.0% | 減碼 |
| Goldman Sachs Group Inc | 305,311 | $1,584 萬 | 0.00% | −235,055−43.5% | 減碼 |
| Principal Financial Group Inc | 324,266 | $1,682 萬 | 0.01% | +7,012+2.2% | 加碼 |
| Raymond James Financial Inc | 335,688 | $1,741 萬 | 0.01% | −6,255−1.8% | 減碼 |
| Boston Partners | 343,572 | $1,767 萬 | 0.02% | +343,572 | 新進 |
| Morgan Stanley | 419,270 | $2,175 萬 | 0.00% | −55,982−11.8% | 減碼 |
| Bank of New York Mellon Corp | 451,218 | $2,340 萬 | 0.00% | −18,231−3.9% | 減碼 |
| Standard Life Aberdeen plc | 524,841 | $2,722 萬 | 0.05% | +13,549+2.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 597,649 | $3,100 萬 | 0.03% | +4,913+0.8% | 加碼 |
| Norges Bank | 670,177 | $3,476 萬 | 0.00% | +53,290+8.6% | 加碼 |
| Alliancebernstein L.P. | 704,315 | $3,653 萬 | 0.01% | −86,373−10.9% | 減碼 |
| Palisade Capital Management LLC | 748,002 | $3,880 萬 | 1.11% | −24,697−3.2% | 減碼 |
| Charles Schwab Investment Management Inc | 748,085 | $3,880 萬 | 0.01% | +7,501+1.0% | 加碼 |
| Frontier Capital Management Co LLC | 758,599 | $3,935 萬 | 0.43% | +39,621+5.5% | 加碼 |
| Northern Trust Corp | 779,920 | $4,045 萬 | 0.01% | −29,414−3.6% | 減碼 |
| Pzena Investment Management LLC | 787,809 | $4,086 萬 | 0.14% | −2,775−0.4% | 減碼 |
| Brown Advisory Inc | 807,802 | $4,190 萬 | 0.06% | −19,232−2.3% | 減碼 |
| American Century Companies Inc | 851,215 | $4,415 萬 | 0.03% | −53,064−5.9% | 減碼 |
| Cooke & Bieler LP | 892,286 | $4,628 萬 | 0.46% | +109,519+14.0% | 加碼 |
| Invesco Ltd. | 969,476 | $5,029 萬 | 0.01% | +15,281+1.6% | 加碼 |
| Bank of America Corp | 996,176 | $5,167 萬 | 0.00% | +29,323+3.0% | 加碼 |
| Champlain Investment Partners, LLC | 1,215,921 | $6,307 萬 | 0.46% | −18,913−1.5% | 減碼 |
| Geode Capital Management, LLC | 1,434,781 | $7,444 萬 | 0.01% | +27,664+2.0% | 加碼 |
| JPMorgan Chase & Co | 1,585,474 | $8,224 萬 | 0.01% | −102,350−6.1% | 減碼 |
| Macquarie Group Ltd | 1,915,984 | $9,939 萬 | 0.12% | +227,188+13.5% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,320,766 | $1.20 億 | 0.08% | +7,591+0.3% | 加碼 |
| Franklin Resources Inc | 2,583,825 | $1.34 億 | 0.04% | +38,130+1.5% | 加碼 |
| State Street Corp | 3,106,738 | $1.61 億 | 0.01% | −207,373−6.3% | 減碼 |
| Dimensional Fund Advisors LP | 3,788,407 | $1.97 億 | 0.05% | −114,103−2.9% | 減碼 |
| Vanguard Group Inc | 6,630,107 | $3.44 億 | 0.01% | −370,916−5.3% | 減碼 |
| BlackRock, Inc. | 8,546,102 | $4.43 億 | 0.01% | −152,317−1.8% | 減碼 |
| McClarren Financial Advisors, Inc. | 51 | – | – | +51 | 新進 |
| Proequities, Inc. | 0 | $0 | 0.00% | −117−100.0% | 清倉 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −254,616−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,124−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −26,600−100.0% | 清倉 |
| Inceptionr LLC | 0 | $0 | 0.00% | −14,404−100.0% | 清倉 |
| First Hawaiian Bank | 0 | $0 | 0.00% | −10,480−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,471−100.0% | 清倉 |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −4,828−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −4,558−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −4,016−100.0% | 清倉 |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,904−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,796−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −164−100.0% | 清倉 |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −101−100.0% | 清倉 |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −38−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | 清倉 |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Nuveen Asset Management, LLC | – | – | – | – | 本季未申報 |
| Global Retirement Partners, LLC | – | – | – | – | 本季未申報 |