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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 WSFS Financial Corp 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

WSFS 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3158331+24
股數4,861 萬679.1 萬4,708 萬+526.3 萬 (+12.6%)
市值$26.9 億$3.75 億$30.8 億+$7.65 億 (+33.1%)

8 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(57 家)

2026 年第 1 季季末持有 WSFS Financial Corp、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 WSFS 的機構
機構股數市值佔組合 %
Vanguard Portfolio Management LLC3,257,822$2.13 億0.01%
Vanguard Capital Management LLC2,367,989$1.55 億0.00%
Vaughan Nelson Investment Management, L.P.524,180$3,431 萬0.34%
Vanguard Fiduciary Trust Co349,163$2,286 萬0.01%
Freestone Grove Partners LP251,148$1,644 萬0.12%
Bridgewater Associates, LP89,339$584.8 萬0.03%
Algert Global LLC86,837$568.4 萬0.09%
Vanguard Asset Management, Ltd47,068$308.1 萬0.00%
Oliver Luxxe Assets LLC34,428$225.4 萬0.34%
Vanguard Global Advisers, LLC30,571$200.1 萬0.00%
HRT Financial LP26,405$172.8 萬0.00%
Lazard Asset Management LLC26,358$172.5 萬0.00%
Integrated Quantitative Investments LLC18,034$118.1 萬0.21%
Commonwealth Equity Services, LLC17,814$116.6 萬0.00%
Vanguard Investments Australia, Ltd.14,753$96.6 萬0.00%
Horizon Investments, LLC14,277$93.2 萬0.01%
Summit Trail Advisors, LLC14,117$92.4 萬0.01%
Bailard, Inc.11,800$77.2 萬0.02%
Marshall Wace, LLP10,700$70.0 萬0.00%
Alps Advisors Inc7,900$51.7 萬0.00%
Commerce Bank6,515$42.6 萬0.00%
Swiss Life Asset Management Ltd5,761$37.7 萬0.00%
Financiere des Professionnels - Fonds d,investissement inc.5,756$37.7 萬0.02%
GTS Securities LLC5,690$37.2 萬0.01%
State of Wisconsin Investment Board5,327$34.9 萬0.00%
Hillsdale Investment Management Inc.4,620$30.2 萬0.01%
Cambria Investment Management, L.P.4,575$29.9 萬0.02%
Skopos Labs, Inc.4,557$29.8 萬0.01%
Beacon Pointe Advisors, LLC4,489$29.4 萬0.00%
M&T Bank Corp4,250$27.8 萬0.00%
Cornerstone Investment Partners, LLC4,225$27.7 萬0.01%
Stillwater Private Wealth, LLC3,953$25.8 萬0.22%
Polymer Capital Management (US) LLC3,929$25.7 萬0.04%
O'Shaughnessy Asset Management, LLC3,686$24.1 萬0.00%
RSM US Wealth Management LLC3,653$23.9 萬0.00%
DnB Asset Management AS3,476$22.8 萬0.00%
Bayforest Capital Ltd3,363$22.0 萬0.25%
Sensenig Capital Advisors, Inc3,300$21.6 萬0.22%
Sanctuary Advisors, LLC3,255$21.3 萬0.00%
BDFS Capital LLC3,252$21.3 萬0.10%
FourThought Financial Partners, LLC3,221$21.1 萬0.02%
Inceptionr LLC3,162$20.7 萬0.05%
Baird Financial Group, Inc.3,110$20.4 萬0.00%
Exchange Traded Concepts, LLC1,263$8.27 萬0.00%
Twin Peaks Wealth Advisors, LLC203$1.33 萬0.00%
Ares Financial Consulting, LLC176$1.16 萬0.01%
Harbor Investment Advisory, LLC130$8,5100.00%
Vanguard National Trust Co120$7,8550.00%
Rossby Financial, LCC93$6,1410.00%
CVA Family Office, LLC84$5,4990.00%
JCSD Capital, LLC35$2,2910.00%
Advisory Services Network, LLC4$2620.00%
Stone House Investment Management, LLC3$1960.00%
Vermillion Wealth Management, Inc.3$1960.00%
Curio Wealth, LLC3$1960.00%
GHP Investment Advisors, Inc.1$660.00%
Raffa Wealth Management, LLC1$650.00%

清倉機構(33 家)

2025 年第 4 季季末持有 WSFS Financial Corp、2026 年第 1 季有申報但已經沒有持有的機構。

尚未申報 2026 年第 1 季的機構(8 家)

2025 年第 4 季季末持有 WSFS Financial Corp、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 WSFS、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc5,956,546$3.29 億
Norges Bank709,500$3,919 萬
Brandywine Global Investment Management, LLC81,019$447.5 萬
Comerica Bank31,345$173.2 萬
FineMark National Bank & Trust6,515$36.0 萬
CIBC World Markets Corp3,705$20.5 萬
Global Retirement Partners, LLC1,869$10.3 萬
CIBC Private Wealth Group, LLC12$663