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 $36.4 億;沒有大師持有。
2026 年第 2 季 13F 持有人
WSFS Financial Corp 在 2026/6/30 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
- 355
- 較 2026 年第 1 季 +29 家
- 持有股數
- 4,742 萬
- 較 2026 年第 1 季 +39.3 萬 (+0.8%)
- 總市值
- $36.4 億
- 較 2026 年第 1 季 +$5.64 億 (+18.4%)
- 新進機構
- 63
- 另有 113 家加碼
- 清倉機構
- 34
- 另有 110 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | $36.4 億 |
| 2026 年第 1 季 | 331 | $30.8 億 |
| 2025 年第 4 季 | 315 | $27.1 億 |
| 2025 年第 3 季 | 294 | $28.8 億 |
| 2025 年第 2 季 | 286 | $28.3 億 |
| 2025 年第 1 季 | 264 | $27.7 億 |
| 2024 年第 4 季 | 252 | $28.6 億 |
| 2024 年第 3 季 | 265 | $27.3 億 |
| 2024 年第 2 季 | 233 | $25.3 億 |
| 2024 年第 1 季 | 241 | $25.0 億 |
| 2023 年第 4 季 | 243 | $25.0 億 |
| 2023 年第 3 季 | 218 | $19.4 億 |
| 2023 年第 2 季 | 209 | $20.3 億 |
| 2023 年第 1 季 | 226 | $20.4 億 |
| 2022 年第 4 季 | 232 | $24.7 億 |
| 2022 年第 3 季 | 236 | $26.0 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 | $22.6 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Truist Financial Corp | 2,894 | $22.2 萬 | 0.00% | −1,127−28.0% | 減碼 |
| Merit Financial Group, LLC | 2,910 | $22.3 萬 | 0.00% | +2,910 | 新進 |
| DnB Asset Management AS | 2,929 | $22.5 萬 | 0.00% | −547−15.7% | 減碼 |
| FourThought Financial Partners, LLC | 2,937 | $22.5 萬 | 0.02% | −284−8.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,959 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 2,988 | $22.9 萬 | 0.00% | +2,988 | 新進 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| nVerses Capital, LLC | 3,072 | $23.6 萬 | 0.36% | +3,072 | 新進 |
| Prelude Capital Management, LLC | 3,105 | $23.8 萬 | 0.02% | +3,105 | 新進 |
| CIBC Asset Management Inc | 3,158 | $24.2 萬 | 0.00% | −407−11.4% | 減碼 |
| Assetmark, Inc | 3,194 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 3,243 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| BDFS Capital LLC | 3,252 | $25.0 萬 | 0.11% | 00.0% | 不變 |
| Sensenig Capital Advisors, Inc | 3,300 | $25.3 萬 | 0.23% | 00.0% | 不變 |
| Blair William & Co | 3,396 | $26.1 萬 | 0.00% | +3,396 | 新進 |
| Cambria Investment Management, L.P. | 3,487 | $26.8 萬 | 0.01% | −1,088−23.8% | 減碼 |
| Bailard, Inc. | 3,500 | $26.9 萬 | 0.01% | −8,300−70.3% | 減碼 |
| Virginia Retirement Systems Et Al | 3,500 | $26.9 萬 | 0.00% | +3,500 | 新進 |
| Crossmark Global Holdings, Inc. | 3,518 | $27.0 萬 | 0.00% | −349−9.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,568 | $27.4 萬 | 0.01% | +550+18.2% | 加碼 |
| US Bancorp | 3,675 | $28.2 萬 | 0.00% | −372−9.2% | 減碼 |
| Nisa Investment Advisors, LLC | 3,729 | $28.6 萬 | 0.00% | +824+28.4% | 加碼 |
| Schonfeld Strategic Advisors LLC | 3,751 | $28.8 萬 | 0.00% | +3,751 | 新進 |
| Stillwater Private Wealth, LLC | 3,568 | $28.9 萬 | 0.19% | −385−9.7% | 減碼 |
| Squarepoint Ops LLC | 3,955 | $30.3 萬 | 0.00% | +3,955 | 新進 |
| Cornerstone Investment Partners, LLC | 4,031 | $30.9 萬 | 0.01% | −194−4.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 4,039 | $31.0 萬 | 0.03% | +4+0.1% | 加碼 |
| Ensign Peak Advisors, Inc | 4,057 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 4,072 | $31.2 萬 | 0.01% | −57−1.4% | 減碼 |
| Bank of Montreal | 4,074 | $31.3 萬 | 0.00% | +155+4.0% | 加碼 |
| Stephens Inc | 4,101 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Lansing Street Advisors | 4,103 | $31.5 萬 | 0.07% | +11+0.3% | 加碼 |
| Prosperity Advisers, LLC | 4,112 | $31.6 萬 | 0.23% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 4,196 | $32.2 萬 | 0.00% | +941+28.9% | 加碼 |
| Ascent Group, LLC | 4,343 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 4,450 | $34.1 萬 | 0.04% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 4,451 | $34.2 萬 | 0.00% | +765+20.8% | 加碼 |
| CI Private Wealth, LLC | 4,490 | $34.5 萬 | 0.00% | +4,490 | 新進 |
| Jacobi Capital Management LLC | 4,500 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| MQS Management LLC | 4,605 | $35.3 萬 | 0.43% | +4,605 | 新進 |
| Aigen Investment Management, LP | 4,608 | $35.4 萬 | 0.10% | +4,608 | 新進 |
| Ameritas Investment Partners, Inc. | 4,821 | $37.0 萬 | 0.01% | +448+10.2% | 加碼 |
| Kestra Advisory Services, LLC | 4,826 | $37.0 萬 | 0.00% | +45+0.9% | 加碼 |
| Allegheny Financial Group LTD | 4,976 | $38.2 萬 | 0.04% | +13+0.3% | 加碼 |
| RSM US Wealth Management LLC | 5,005 | $38.4 萬 | 0.00% | +1,352+37.0% | 加碼 |
| Hillsdale Investment Management Inc. | 5,040 | $38.7 萬 | 0.01% | +420+9.1% | 加碼 |
| Strid Group, LLC | 5,103 | $39.2 萬 | 0.04% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,126 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Toroso Investments, LLC | 5,153 | $39.5 萬 | 0.00% | −6,822−57.0% | 減碼 |
| HighTower Advisors, LLC | 5,257 | $40.3 萬 | 0.00% | −304−5.5% | 減碼 |
| Xponance, Inc. | 5,268 | $40.4 萬 | 0.00% | +146+2.9% | 加碼 |
| DRW Securities, LLC | 5,338 | $41.0 萬 | 0.02% | −140−2.6% | 減碼 |
| BLB&B Advisors, LLC | 5,610 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| Quadrature Capital Ltd | 5,624 | $43.2 萬 | 0.00% | +5,624 | 新進 |
| Entropy Technologies, LP | 5,675 | $43.5 萬 | 0.02% | +5,675 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 5,678 | $43.6 萬 | 0.00% | +5,678 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,756 | $44.2 萬 | 0.02% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 5,877 | $45.1 萬 | 0.00% | +116+2.0% | 加碼 |
| Colony Group, LLC | 5,918 | $45.4 萬 | 0.00% | −843−12.5% | 減碼 |
| Mutual of America Capital Management LLC | 5,961 | $45.7 萬 | 0.00% | −151−2.5% | 減碼 |
| Commerce Bank | 6,015 | $46.2 萬 | 0.00% | −500−7.7% | 減碼 |
| Advisors Asset Management, Inc. | 6,016 | $46.2 萬 | 0.01% | +6,016 | 新進 |
| Westover Capital Advisors, LLC | 6,115 | $46.9 萬 | 0.08% | 00.0% | 不變 |
| Captrust Financial Advisors | 6,118 | $46.9 萬 | 0.00% | +667+12.2% | 加碼 |
| Marshall Wace, LLP | 6,200 | $47.6 萬 | 0.00% | −4,500−42.1% | 減碼 |
| Vise Technologies, Inc. | 6,249 | $47.9 萬 | 0.01% | +1,682+36.8% | 加碼 |
| Guggenheim Capital LLC | 6,274 | $48.1 萬 | 0.00% | +6,274 | 新進 |
| EntryPoint Capital, LLC | 6,315 | $48.5 萬 | 0.12% | 00.0% | 不變 |
| SG Americas Securities, LLC | 6,405 | $49.1 萬 | 0.00% | −41,299−86.6% | 減碼 |
| Planning Directions Inc | 6,544 | $50.2 萬 | 0.23% | +19+0.3% | 加碼 |
| Lido Advisors, LLC | 6,655 | $51.1 萬 | 0.00% | −1,598−19.4% | 減碼 |
| Jones Financial Companies LLLP | 6,611 | $51.1 萬 | 0.00% | −1,999−23.2% | 減碼 |
| Jackson Creek Investment Advisors LLC | 6,585 | $52.8 萬 | 0.17% | +6,585 | 新進 |
| State of Wisconsin Investment Board | 6,966 | $53.5 萬 | 0.00% | +1,639+30.8% | 加碼 |
| Stifel Financial Corp | 7,358 | $56.5 萬 | 0.00% | +28+0.4% | 加碼 |
| Haverford Trust Co | 7,441 | $57.1 萬 | 0.00% | +441+6.3% | 加碼 |
| Ieq Capital, LLC | 7,504 | $57.6 萬 | 0.00% | −16,923−69.3% | 減碼 |
| ProShare Advisors LLC | 7,563 | $58.0 萬 | 0.00% | −751−9.0% | 減碼 |
| Maryland State Retirement & Pension System | 7,618 | $58.5 萬 | 0.01% | −146−1.9% | 減碼 |
| STRS Ohio | 7,700 | $59.1 萬 | 0.00% | +1,400+22.2% | 加碼 |
| Dark Forest Capital Management LP | 7,767 | $59.6 萬 | 0.04% | −6,719−46.4% | 減碼 |
| Mercer Global Advisors Inc | 7,809 | $59.9 萬 | 0.00% | +836+12.0% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,817 | $60.0 萬 | 0.03% | +11+0.1% | 加碼 |
| JMN Financial LLC | 7,846 | $60.2 萬 | 0.47% | +1,283+19.5% | 加碼 |
| Alps Advisors Inc | 8,000 | $61.4 萬 | 0.00% | +100+1.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 8,140 | $62.5 萬 | 0.03% | +8,140 | 新進 |
| Pictet Asset Management Holding SA | 8,244 | $63.3 萬 | 0.00% | −701−7.8% | 減碼 |
| JustInvest LLC | 8,330 | $63.9 萬 | 0.01% | +894+12.0% | 加碼 |
| Savant Capital, LLC | 9,057 | $64.5 萬 | 0.00% | +4,566+101.7% | 加碼 |
| denkapparat Operations GmbH | 8,546 | $65.6 萬 | 0.21% | +8,546 | 新進 |
| Public Employees Retirement Association of Colorado | 8,596 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 8,669 | $66.5 萬 | 0.03% | +6+0.1% | 加碼 |
| Empowered Funds, LLC | 8,886 | $68.2 萬 | 0.00% | +8,886 | 新進 |
| Amundi | 9,068 | $69.6 萬 | 0.00% | +9,068 | 新進 |
| Ironwood Investment Management LLC | 9,270 | $71.1 萬 | 0.25% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 9,209 | $71.5 萬 | 0.00% | +2,297+33.2% | 加碼 |
| Fox Run Management, L.L.C. | 9,788 | $75.1 萬 | 0.12% | +9,788 | 新進 |
| Voya Investment Management LLC | 9,920 | $76.1 萬 | 0.00% | +721+7.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 10,145 | $77.8 萬 | 0.00% | +64+0.6% | 加碼 |
| Equitable Holdings, Inc. | 10,274 | $78.8 萬 | 0.00% | +24+0.2% | 加碼 |