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 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
- 4,740 萬
- 較 2026 年第 1 季 +37.3 萬 (+0.8%)
- 總市值
- $36.3 億
- 較 2026 年第 1 季 +$5.63 億 (+18.3%)
- 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 | $36.3 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 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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 5,624 | $43.2 萬 | 0.00% | +5,624 | 新進 |
| BLB&B Advisors, LLC | 5,610 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| DRW Securities, LLC | 5,338 | $41.0 萬 | 0.02% | −140−2.6% | 減碼 |
| Xponance, Inc. | 5,268 | $40.4 萬 | 0.00% | +146+2.9% | 加碼 |
| HighTower Advisors, LLC | 5,257 | $40.3 萬 | 0.00% | −304−5.5% | 減碼 |
| Toroso Investments, LLC | 5,153 | $39.5 萬 | 0.00% | −6,822−57.0% | 減碼 |
| Mutual Advisors, LLC | 5,126 | $39.3 萬 | 0.01% | 00.0% | 不變 |
| Strid Group, LLC | 5,103 | $39.2 萬 | 0.04% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 5,040 | $38.7 萬 | 0.01% | +420+9.1% | 加碼 |
| RSM US Wealth Management LLC | 5,005 | $38.4 萬 | 0.00% | +1,352+37.0% | 加碼 |
| Allegheny Financial Group LTD | 4,976 | $38.2 萬 | 0.04% | +13+0.3% | 加碼 |
| Kestra Advisory Services, LLC | 4,826 | $37.0 萬 | 0.00% | +45+0.9% | 加碼 |
| Ameritas Investment Partners, Inc. | 4,821 | $37.0 萬 | 0.01% | +448+10.2% | 加碼 |
| Aigen Investment Management, LP | 4,608 | $35.4 萬 | 0.10% | +4,608 | 新進 |
| MQS Management LLC | 4,605 | $35.3 萬 | 0.43% | +4,605 | 新進 |
| Jacobi Capital Management LLC | 4,500 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| CI Private Wealth, LLC | 4,490 | $34.5 萬 | 0.00% | +4,490 | 新進 |
| O'Shaughnessy Asset Management, LLC | 4,451 | $34.2 萬 | 0.00% | +765+20.8% | 加碼 |
| Affinity Wealth Management LLC | 4,450 | $34.1 萬 | 0.04% | 00.0% | 不變 |
| Ascent Group, LLC | 4,343 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 4,196 | $32.2 萬 | 0.00% | +941+28.9% | 加碼 |
| Prosperity Advisers, LLC | 4,112 | $31.6 萬 | 0.23% | 00.0% | 不變 |
| Lansing Street Advisors | 4,103 | $31.5 萬 | 0.07% | +11+0.3% | 加碼 |
| Stephens Inc | 4,101 | $31.5 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 4,074 | $31.3 萬 | 0.00% | +155+4.0% | 加碼 |
| Profund Advisors LLC | 4,072 | $31.2 萬 | 0.01% | −57−1.4% | 減碼 |
| Ensign Peak Advisors, Inc | 4,057 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 4,039 | $31.0 萬 | 0.03% | +4+0.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 4,031 | $30.9 萬 | 0.01% | −194−4.6% | 減碼 |
| Squarepoint Ops LLC | 3,955 | $30.3 萬 | 0.00% | +3,955 | 新進 |
| Stillwater Private Wealth, LLC | 3,568 | $28.9 萬 | 0.19% | −385−9.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,751 | $28.8 萬 | 0.00% | +3,751 | 新進 |
| Nisa Investment Advisors, LLC | 3,729 | $28.6 萬 | 0.00% | +824+28.4% | 加碼 |
| US Bancorp | 3,675 | $28.2 萬 | 0.00% | −372−9.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,568 | $27.4 萬 | 0.01% | +550+18.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,518 | $27.0 萬 | 0.00% | −349−9.0% | 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 |
| Cambria Investment Management, L.P. | 3,487 | $26.8 萬 | 0.01% | −1,088−23.8% | 減碼 |
| Blair William & Co | 3,396 | $26.1 萬 | 0.00% | +3,396 | 新進 |
| Sensenig Capital Advisors, Inc | 3,300 | $25.3 萬 | 0.23% | 00.0% | 不變 |
| BDFS Capital LLC | 3,252 | $25.0 萬 | 0.11% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 3,243 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 3,194 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 3,158 | $24.2 萬 | 0.00% | −407−11.4% | 減碼 |
| Prelude Capital Management, LLC | 3,105 | $23.8 萬 | 0.02% | +3,105 | 新進 |
| nVerses Capital, LLC | 3,072 | $23.6 萬 | 0.36% | +3,072 | 新進 |
| Blue Bell Private Wealth Management, LLC | 3,019 | $23.2 萬 | 0.03% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 2,988 | $22.9 萬 | 0.00% | +2,988 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,959 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 2,937 | $22.5 萬 | 0.02% | −284−8.8% | 減碼 |
| DnB Asset Management AS | 2,929 | $22.5 萬 | 0.00% | −547−15.7% | 減碼 |
| Merit Financial Group, LLC | 2,910 | $22.3 萬 | 0.00% | +2,910 | 新進 |
| Truist Financial Corp | 2,894 | $22.2 萬 | 0.00% | −1,127−28.0% | 減碼 |
| Diametric Capital, LP | 2,851 | $21.9 萬 | 0.02% | +2,851 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 2,836 | $21.8 萬 | 0.00% | +2,836 | 新進 |
| Baron Wealth Management LLC | 2,811 | $21.6 萬 | 0.06% | +2,811 | 新進 |
| Gladstone Institutional Advisory LLC | 2,788 | $21.4 萬 | 0.01% | +2,788 | 新進 |
| Advisor Group Holdings, Inc. | 2,698 | $20.7 萬 | 0.00% | +85+3.3% | 加碼 |
| Baird Financial Group, Inc. | 2,672 | $20.5 萬 | 0.00% | −438−14.1% | 減碼 |
| Vista Finance, LLC | 2,667 | $20.5 萬 | 0.11% | +2,667 | 新進 |
| Chevy Chase Trust Holdings, Inc. | 2,650 | $20.3 萬 | 0.00% | +2,650 | 新進 |
| GAMMA Investing LLC | 2,414 | $18.5 萬 | 0.01% | +256+11.9% | 加碼 |
| LSV Asset Management | 2,400 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Nykredit A/S | 2,270 | $17.4 萬 | 0.00% | +2,270 | 新進 |
| Hamilton Capital Partners Inc. | 1,983 | $15.2 萬 | 0.00% | −949−32.4% | 減碼 |
| Clearstead Advisors, LLC | 1,933 | $14.8 萬 | 0.00% | +39+2.1% | 加碼 |
| KBC Group NV | 1,913 | $14.7 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,827 | $14.0 萬 | 0.00% | +1,827 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,512 | $11.6 萬 | 0.00% | +1,512 | 新進 |
| Trust Co of Toledo NA | 1,500 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 1,491 | $11.4 萬 | 0.00% | +228+18.1% | 加碼 |
| SRS Capital Advisors, Inc. | 1,320 | $10.1 萬 | 0.00% | +1,283+3,467.6% | 加碼 |
| Farther Finance Advisors, LLC | 1,258 | $9.65 萬 | 0.00% | +82+7.0% | 加碼 |
| New Age Alpha Advisors, LLC | 1,252 | $9.61 萬 | 0.00% | −52−4.0% | 減碼 |
| Rockefeller Capital Management L.P. | 1,100 | $8.45 萬 | 0.00% | +25+2.3% | 加碼 |
| Sterling Capital Management LLC | 1,071 | $8.22 萬 | 0.00% | −715−40.0% | 減碼 |
| South State Corp. | 1,000 | $7.67 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 936 | $7.18 萬 | 0.00% | 00.0% | 不變 |
| Seneschal Advisors, LLC | 888 | $6.81 萬 | 0.05% | −562−38.8% | 減碼 |
| Key Financial Inc | 851 | $6.53 萬 | 0.01% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 833 | $6.39 萬 | 0.00% | +45+5.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 831 | $6.38 萬 | 0.00% | −386−31.7% | 減碼 |
| VSM Wealth Advisory, LLC | 750 | $5.75 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 609 | $4.67 萬 | 0.00% | +142+30.4% | 加碼 |
| Nikko Asset Management Americas, Inc. | 519 | $3.98 萬 | 0.00% | +519 | 新進 |
| Parkside Financial Bank & Trust | 508 | $3.90 萬 | 0.00% | −3−0.6% | 減碼 |
| GWM Advisors LLC | 496 | $3.81 萬 | 0.00% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 470 | $3.61 萬 | 0.00% | 00.0% | 不變 |
| Optiver Holding B.V. | 459 | $3.52 萬 | 0.00% | +459 | 新進 |
| Harbor Capital Advisors, Inc. | 461 | $3.50 萬 | 0.00% | −93−16.8% | 減碼 |
| Costello Asset Management, INC | 430 | $3.30 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 417 | $3.20 萬 | 0.00% | +7+1.7% | 加碼 |
| Salomon & Ludwin, LLC | 360 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Kemnay Advisory Services Inc. | 356 | $2.73 萬 | 0.00% | +59+19.9% | 加碼 |
| Versant Capital Management, Inc | 324 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 288 | $2.21 萬 | 0.00% | +18+6.7% | 加碼 |
| Rothschild Investment LLC | 257 | $1.97 萬 | 0.00% | +4+1.6% | 加碼 |
| Montgomery Financial Services LLC | 256 | $1.96 萬 | 0.02% | +256 | 新進 |
| Parallel Advisors, LLC | 251 | $1.93 萬 | 0.00% | 00.0% | 不變 |