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 13F 持有人
WSFS Financial Corp 在 2026/3/31 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
- 331
- 較 2025 年第 4 季 +24 家
- 持有股數
- 4,708 萬
- 較 2025 年第 4 季 +526.3 萬 (+12.6%)
- 總市值
- $30.8 億
- 較 2025 年第 4 季 +$7.65 億 (+33.1%)
- 新進機構
- 57
- 另有 106 家加碼
- 清倉機構
- 33
- 另有 113 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 3,565 | $23.3 萬 | 0.00% | −105−2.9% | 減碼 |
| RSM US Wealth Management LLC | 3,653 | $23.9 萬 | 0.00% | +3,653 | 新進 |
| O'Shaughnessy Asset Management, LLC | 3,686 | $24.1 萬 | 0.00% | +3,686 | 新進 |
| Vise Technologies, Inc. | 4,567 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 3,867 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 3,919 | $25.7 萬 | 0.00% | +274+7.5% | 加碼 |
| Polymer Capital Management (US) LLC | 3,929 | $25.7 萬 | 0.04% | +3,929 | 新進 |
| Stillwater Private Wealth, LLC | 3,953 | $25.8 萬 | 0.22% | +3,953 | 新進 |
| Truist Financial Corp | 4,021 | $26.3 萬 | 0.00% | −289−6.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,035 | $26.4 萬 | 0.03% | +37+0.9% | 加碼 |
| US Bancorp | 4,047 | $26.5 萬 | 0.00% | +202+5.3% | 加碼 |
| Ensign Peak Advisors, Inc | 4,057 | $26.6 萬 | 0.00% | 00.0% | 不變 |
| Lansing Street Advisors | 4,092 | $26.8 萬 | 0.07% | +11+0.3% | 加碼 |
| Stephens Inc | 4,101 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Prosperity Advisers, LLC | 4,112 | $26.9 萬 | 0.22% | 00.0% | 不變 |
| Profund Advisors LLC | 4,129 | $27.0 萬 | 0.01% | −2,452−37.3% | 減碼 |
| Cornerstone Investment Partners, LLC | 4,225 | $27.7 萬 | 0.01% | +4,225 | 新進 |
| M&T Bank Corp | 4,250 | $27.8 萬 | 0.00% | +4,250 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 4,296 | $28.1 萬 | 0.01% | −37,479−89.7% | 減碼 |
| Ascent Group, LLC | 4,343 | $28.4 萬 | 0.01% | +17+0.4% | 加碼 |
| Fieldview Capital Management, LLC | 4,345 | $28.4 萬 | 0.08% | −6,757−60.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,373 | $28.6 萬 | 0.01% | −306−6.5% | 減碼 |
| Affinity Wealth Management LLC | 4,450 | $29.1 萬 | 0.04% | −10−0.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 4,489 | $29.4 萬 | 0.00% | +4,489 | 新進 |
| Savant Capital, LLC | 4,491 | $29.4 萬 | 0.00% | +577+14.7% | 加碼 |
| Jacobi Capital Management LLC | 4,500 | $29.5 萬 | 0.02% | 00.0% | 不變 |
| Skopos Labs, Inc. | 4,557 | $29.8 萬 | 0.01% | +4,557 | 新進 |
| Cambria Investment Management, L.P. | 4,575 | $29.9 萬 | 0.02% | +4,575 | 新進 |
| Hillsdale Investment Management Inc. | 4,620 | $30.2 萬 | 0.01% | +4,620 | 新進 |
| Counterpoint Mutual Funds LLC | 4,754 | $31.1 萬 | 0.05% | −372−7.3% | 減碼 |
| Kestra Advisory Services, LLC | 4,781 | $31.3 萬 | 0.00% | −58−1.2% | 減碼 |
| Allegheny Financial Group LTD | 4,963 | $32.5 萬 | 0.04% | −166−3.2% | 減碼 |
| Strid Group, LLC | 5,103 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| Xponance, Inc. | 5,122 | $33.5 萬 | 0.00% | +691+15.6% | 加碼 |
| Mutual Advisors, LLC | 5,126 | $33.6 萬 | 0.01% | +44+0.9% | 加碼 |
| Numerai GP LLC | 5,171 | $33.8 萬 | 0.03% | −81,976−94.1% | 減碼 |
| State of Wisconsin Investment Board | 5,327 | $34.9 萬 | 0.00% | +5,327 | 新進 |
| Brevan Howard Capital Management LP | 5,405 | $35.4 萬 | 0.00% | −940−14.8% | 減碼 |
| Captrust Financial Advisors | 5,451 | $35.7 萬 | 0.00% | +1,094+25.1% | 加碼 |
| DRW Securities, LLC | 5,478 | $35.9 萬 | 0.02% | −402−6.8% | 減碼 |
| HighTower Advisors, LLC | 5,561 | $36.4 萬 | 0.00% | −61−1.1% | 減碼 |
| BLB&B Advisors, LLC | 5,610 | $36.7 萬 | 0.02% | 00.0% | 不變 |
| GTS Securities LLC | 5,690 | $37.2 萬 | 0.01% | +5,690 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,756 | $37.7 萬 | 0.02% | +5,756 | 新進 |
| Swiss Life Asset Management Ltd | 5,761 | $37.7 萬 | 0.00% | +5,761 | 新進 |
| Mutual of America Capital Management LLC | 6,112 | $40.0 萬 | 0.00% | −137−2.2% | 減碼 |
| Westover Capital Advisors, LLC | 6,115 | $40.0 萬 | 0.07% | 00.0% | 不變 |
| STRS Ohio | 6,300 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 6,315 | $41.3 萬 | 0.12% | 00.0% | 不變 |
| Royce & Associates LP | 6,354 | $41.6 萬 | 0.00% | −2,378−27.2% | 減碼 |
| Commerce Bank | 6,515 | $42.6 萬 | 0.00% | +6,515 | 新進 |
| Planning Directions Inc | 6,525 | $42.7 萬 | 0.22% | +330+5.3% | 加碼 |
| JMN Financial LLC | 6,563 | $43.0 萬 | 0.42% | +719+12.3% | 加碼 |
| Colony Group, LLC | 6,761 | $44.3 萬 | 0.00% | +1,131+20.1% | 加碼 |
| Mercer Global Advisors Inc | 6,973 | $45.6 萬 | 0.00% | +1,850+36.1% | 加碼 |
| Haverford Trust Co | 7,000 | $45.8 萬 | 0.00% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 6,912 | $45.8 萬 | 0.00% | −256−3.6% | 減碼 |
| DGS Capital Management, LLC | 7,156 | $46.8 萬 | 0.08% | +1,175+19.6% | 加碼 |
| Stifel Financial Corp | 7,330 | $48.0 萬 | 0.00% | +6+0.1% | 加碼 |
| JustInvest LLC | 7,436 | $48.7 萬 | 0.00% | +791+11.9% | 加碼 |
| Maryland State Retirement & Pension System | 7,764 | $50.8 萬 | 0.01% | −282−3.5% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,806 | $51.1 萬 | 0.02% | +107+1.4% | 加碼 |
| Alps Advisors Inc | 7,900 | $51.7 萬 | 0.00% | +7,900 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 8,078 | $52.9 萬 | 0.00% | −41,934−83.8% | 減碼 |
| Lido Advisors, LLC | 8,253 | $54.0 萬 | 0.00% | +1,624+24.5% | 加碼 |
| ProShare Advisors LLC | 8,314 | $54.4 萬 | 0.00% | −2,558−23.5% | 減碼 |
| Jones Financial Companies LLLP | 8,610 | $54.6 萬 | 0.00% | +8,174+1,874.8% | 加碼 |
| Voloridge Investment Management, LLC | 8,388 | $54.9 萬 | 0.00% | −32,174−79.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 8,596 | $56.3 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,250 | $56.6 萬 | 0.00% | +23+0.2% | 加碼 |
| WSFS Capital Management, LLC | 8,663 | $56.7 萬 | 0.03% | −8,846−50.5% | 減碼 |
| CWM, LLC | 8,708 | $57.0 萬 | 0.00% | +3,401+64.1% | 加碼 |
| Pictet Asset Management Holding SA | 8,945 | $58.6 萬 | 0.00% | +909+11.3% | 加碼 |
| Voya Investment Management LLC | 9,199 | $60.2 萬 | 0.00% | −778−7.8% | 減碼 |
| Ironwood Investment Management LLC | 9,270 | $60.7 萬 | 0.25% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 10,081 | $65.3 萬 | 0.00% | −54−0.5% | 減碼 |
| Modera Wealth Management, LLC | 10,214 | $66.9 萬 | 0.01% | −50.0% | 減碼 |
| Marshall Wace, LLP | 10,700 | $70.0 萬 | 0.00% | +10,700 | 新進 |
| Sippican Capital Advisors | 11,089 | $72.6 萬 | 0.50% | +451+4.2% | 加碼 |
| Univest Financial Corp | 11,616 | $76.0 萬 | 0.04% | 00.0% | 不變 |
| Bailard, Inc. | 11,800 | $77.2 萬 | 0.02% | +11,800 | 新進 |
| KLP Kapitalforvaltning AS | 11,930 | $78.1 萬 | 0.00% | 00.0% | 不變 |
| Toroso Investments, LLC | 11,975 | $78.4 萬 | 0.00% | +2,519+26.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 12,112 | $79.3 萬 | 0.00% | −887−6.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 12,203 | $79.9 萬 | 0.01% | −300−2.4% | 減碼 |
| Qube Research & Technologies Ltd | 12,247 | $80.2 萬 | 0.00% | −164,381−93.1% | 減碼 |
| Glenmede Trust Co NA | 12,804 | $83.8 萬 | 0.00% | +503+4.1% | 加碼 |
| SummerHaven Investment Management, LLC | 12,953 | $84.8 萬 | 0.52% | −1,609−11.0% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,208 | $86.5 萬 | 0.00% | −328−2.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 13,571 | $88.9 萬 | 0.01% | −750−5.2% | 減碼 |
| Janney Montgomery Scott LLC | 13,828 | $90.5 萬 | 0.00% | +6,297+83.6% | 加碼 |
| Verdence Capital Advisors LLC | 14,000 | $91.6 萬 | 0.05% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 14,085 | $92.2 萬 | 0.02% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 14,117 | $92.4 萬 | 0.01% | +14,117 | 新進 |
| Quantinno Capital Management LP | 14,168 | $92.7 萬 | 0.00% | +4,730+50.1% | 加碼 |
| Horizon Investments, LLC | 14,277 | $93.2 萬 | 0.01% | +14,277 | 新進 |
| Yousif Capital Management, LLC | 14,412 | $94.3 萬 | 0.01% | −410−2.8% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 14,442 | $94.5 萬 | 0.01% | −403−2.7% | 減碼 |
| Dark Forest Capital Management LP | 14,486 | $94.8 萬 | 0.08% | −11,407−44.1% | 減碼 |
| Lountzis Asset Management, LLC | 14,621 | $95.7 萬 | 0.35% | 00.0% | 不變 |