WSFS Financial Corporation
US ˙ NasdaqGS ˙ US9293281021

SecurityWSFS / WSFS Financial Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership7,330 shares
Latest Disclosed Value $ 479,828
Stifel Financial Corp reports 0.08% increase in ownership of WSFS / WSFS Financial Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 7,330 shares of WSFS Financial Corporation (US:WSFS) valued at $479,822 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,324 shares of WSFS Financial Corporation. This represents a change in shares of 0.08% during the quarter. The current value of the position is $521,530 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F WSFS FINL COM 929328102 7,330 6 0.08 480 18.56 0.0004
2026-02-13 2025-12-31 13F WSFS FINL COM 929328102 7,324 -552 -7.01 405 -4.72 0.0004
2025-11-12 2025-09-30 13F WSFS FINL COM 929328102 7,876 -1,469 -15.72 425 -17.35 0.0004
2025-08-14 2025-06-30 13F WSFS FINL COM 929328102 9,345 -6,903 -42.49 514 -39.07 0.0005
2025-05-14 2025-03-31 13F WSFS FINL COM 929328102 16,248 -1,632 -9.13 843 -11.28 0.0009
2025-02-13 2024-12-31 13F WSFS FINL COM 929328102 17,880 546 3.15 950 7.47 0.0010
2024-11-14 2024-09-30 13F WSFS FINL COM 929328102 17,334 -512 -2.87 884 5.37 0.0009
2024-08-13 2024-06-30 13F WSFS FINL COM 929328102 17,846 -793 -4.25 839 -0.36 0.0009
2024-05-14 2024-03-31 13F WSFS FINL COM 929328102 18,639 -315 -1.66 841 -3.33 0.0010
2024-02-12 2023-12-31 13F WSFS FINL COM 929328102 18,954 -38,679 -67.11 871 -58.63 0.0011
2023-11-13 2023-09-30 13F WSFS FINL COM 929328102 57,633 -6,764 -10.50 2,104 -13.42 0.0030
2023-08-14 2023-06-30 13F WSFS FINL COM 929328102 64,397 -10,661 -14.20 2,429 -13.93 0.0033
2023-05-12 2023-03-31 13F WSFS FINL COM 929328102 75,058 526 0.71 2,823 -16.48 0.0040
2023-02-13 2022-12-31 13F WSFS FINL COM 929328102 74,532 2,885 4.03 3,379 1.50 0.0051
2022-11-14 2022-09-30 13F WSFS FINL COM 929328102 71,647 -2,136 -2.89 3,329 12.54 0.0055
2022-08-15 2022-06-30 13F WSFS FINL COM 929328102 73,783 -8,843 -10.70 2,958 -23.21 0.0046
2022-05-13 2022-03-31 13F WSFS FINL COM 929328102 82,626 14,076 20.53 3,852 12.11 0.0053
2022-02-14 2021-12-31 13F WSFS FINL COM 929328102 68,550 342 0.50 3,436 -1.83 0.0045
2021-11-15 2021-09-30 13F WSFS FINL COM 929328102 68,208 -4,306 -5.94 3,500 3.61 0.0051
2021-08-13 2021-06-30 13F WSFS FINL COM 929328102 72,514 -14,177 -16.35 3,378 -21.73 0.0051
2021-05-14 2021-03-31 13F WSFS FINL COM 929328102 86,691 5,621 6.93 4,316 18.64 0.0071
2021-02-12 2020-12-31 13F WSFS FINL COM 929328102 81,070 1,363 1.71 3,638 69.21 0.0065
2020-11-16 2020-09-30 13F WSFS FINL COM 929328102 79,707 1,168 1.49 2,150 -4.61 0.0044
2020-08-14 2020-06-30 13F WSFS FINL COM 929328102 78,539 -60 -0.08 2,254 15.83 0.0052
2020-05-14 2020-03-31 13F WSFS FINL COM 929328102 78,599 -302,855 -79.39 1,946 -88.41 0.0054
2020-02-13 2019-12-31 13F WSFS FINL COM 929328102 381,454 48,149 14.45 16,791 13.97 0.0350
2019-11-19 2019-09-30 13F/A-1 WSFS FINL COM 929328102 333,305 -9,890 -2.88 14,733 4.06 0.0376
2019-11-13 2019-09-30 13F WSFS FINL COM 929328102 333,305 -9,890 14,733 8,258.5850
2019-08-14 2019-06-30 13F WSFS FINL COM 929328102 343,195 249,397 265.89 14,158 291.10 0.0365
2019-05-14 2019-03-31 13F WSFS FINL COM 929328102 93,798 494 0.53 3,620 2.35 0.0102
2019-02-13 2018-12-31 13F WSFS FINL COM 929328102 93,304 -577 -0.61 3,537 -20.10 0.0114
2018-11-13 2018-09-30 13F WSFS FINL COM 929328102 93,881 -479 -0.51 4,427 -11.97 0.0127
2018-08-14 2018-06-30 13F WSFS FINL COM 929328102 94,360 -35 -0.04 5,029 11.26 0.0154
2018-05-11 2018-03-31 13F WSFS FINL COM 929328102 94,395 99 0.10 4,520 0.18 0.0143
2018-02-14 2017-12-31 13F WSFS FINL COM 929328102 94,296 14 0.01 4,512 -1.83 0.0143
2017-11-13 2017-09-30 13F WSFS FINL COM 929328102 94,282 363 0.39 4,596 7.91 0.0160
2017-08-14 2017-06-30 13F WSFS FINL COM 929328102 93,919 242 0.26 4,259 -1.05 0.0158
2017-05-10 2017-03-31 13F WSFS FINL COM 929328102 93,677 174 0.19 4,304 -0.67 0.0167
2017-02-16 2016-12-31 13F WSFS FINL COM 929328102 93,503 0 0.00 4,333 26.99 0.0184
2016-11-15 2016-09-30 13F WSFS FINL COM 929328102 93,503 0 0.00 3,412 13.36 0.0153
2016-08-17 2016-06-30 13F WSFS FINL COM 929328102 93,503 199 0.21 3,010 -0.79 0.0139
2016-05-16 2016-03-31 13F WSFS FINL COM 929328102 93,304 -104 -0.11 3,034 0.40 0.0162
2016-03-21 2015-12-31 13F/A-2 WSFS FINL COM 929328102 93,408 32,907 54.39 3,022 73.38 0.0157
2016-02-26 2015-12-31 13F/A-1 WSFS FINL COM 929328102 93,408 0 3,022 0.0158
2016-02-16 2015-12-31 13F WSFS FINL COM 929328102 93,408 3,022
2015-11-16 2015-09-30 13F WSFS FINL COM 929328102 60,501 0 0.00 1,743 5.32 0.0098
2015-08-17 2015-06-30 13F/A-1 WSFS FINL COM 929328102 60,501 40,317 199.75 1,655 8.38 0.0086
2015-08-17 2015-06-30 13F WSFS FINL COM 929328102 60,501 1,655
2015-05-14 2015-03-31 13F WSFS FINL COM 929328102 20,184 17 0.08 1,527 -1.55 0.0084
2015-02-13 2014-12-31 13F WSFS FINL COM 929328102 20,167 20,167 0.00 1,551 0.0086
2014-11-13 2014-09-30 13F WSFS FINL COM 929328102 0 -4,283 -100.00 0 -100.00
2014-08-14 2014-06-30 13F WSFS FINL COM 929328102 4,283 4,283 315 0.0028
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.