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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

Q3 2026: 5 of 95 managers have filed so far; the filing deadline is 16 November 2026. Its figures cover those filers only, so it is not yet a picture of the tracked managers.

Quarter end
30 Sep 2026
the date the book describes
Filed
9 Nov 2026
latest of these filings; the earliest 9 Nov 2026
Managers listing it
2
at least, of 95 tracked, among listed positions
Comparable managers
5
filed both Q2 2026 and Q3 2026; 0 listed it in both
Shares listed
259,432
combined, among listed positions
Reported value
$20m
combined, at the quarter end

Among the 5 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +150,302.

Managers listing WSFS in Q3 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

2 of 2 holders

ActionFiling
Acadian Asset Management LLC250,617$19munder 0.1%Added+145,4429 Nov 2026 (the filing on sec.gov)
Squarepoint Ops LLC8,815$666kunder 0.1%Added+4,8609 Nov 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2026 to Q3 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

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 Q3 2022 to 1 in Q3 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
Q3 20261$19m20

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 →