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WSFS in the 13F filings

WSFS Finl Corp · CUSIP 929328102

Sector · BanksTheme · Commercial banks and thriftsTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q2 2025Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Quarter end
31 Dec 2022
the date the book describes
Filed
14 Feb 2023
up to 45 days after the quarter end
Managers listing it
1
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2022 and Q4 2022; 1 listed it in both
Shares listed
955,391
combined, among listed positions
Reported value
$43m
combined, at the quarter end

Managers listing WSFS in Q4 2022

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2022, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

1 of 1 holder

ActionFiling
Janus Henderson Group Ltd955,391$43munder 0.1%Trimmed-10,34514 Feb 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2022 to Q4 2022, among managers that listed it in both quarters or opened it.

Increases

No increase among listed positions.

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q2 2022 to 2 in Q2 2026

Tracked managers listing it, at least.

0123201620172018201920202021202220232026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WSFS by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20141$19mn.a.n.a.
Q4 20141$22mn.a.n.a.
Q2 20151$25mn.a.n.a.
Q3 20151$26mn.a.n.a.
Q4 20152$33mn.a.n.a.
Q1 20162$34mn.a.n.a.
Q2 20162$35mn.a.n.a.
Q3 20162$40mn.a.n.a.
Q4 20162$52mn.a.n.a.
Q1 20172$53mn.a.n.a.
Q2 20172$54mn.a.n.a.
Q3 20171$57mn.a.n.a.
Q4 20171$55mn.a.n.a.
Q1 20182$55mn.a.n.a.
Q2 20181$62mn.a.n.a.
Q3 20182$70mn.a.n.a.
Q4 20183$61mn.a.n.a.
Q1 20192$103mn.a.n.a.
Q2 20191$98mn.a.n.a.
Q3 20193$288mn.a.n.a.
Q4 20192$171mn.a.n.a.
Q1 20202$97mn.a.n.a.
Q2 20202$107mn.a.n.a.
Q3 20201$41mn.a.n.a.
Q4 20202$127mn.a.n.a.
Q1 20212$116mn.a.n.a.
Q2 20211$70mn.a.n.a.
Q3 20211$86mn.a.n.a.
Q4 20211$75mn.a.n.a.
Q1 20221$67mn.a.n.a.
Q2 20222$50mn.a.n.a.
Q3 20222$48mn.a.n.a.
Q4 20221$43mn.a.n.a.
Q1 20232$35mn.a.n.a.
Q2 20231$29mn.a.n.a.
Q2 20251$4.4m10
Q1 20262$22m1018
Q2 20262$17m1612

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WSFS and BAC →WSFS and JPM →WSFS and WFC →Choose a stock to compare with WSFS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WSFS, latest filings →Back to the 13F Explorer →