WSFS Financial Corporation
US ˙ NasdaqGS ˙ US9293281021

SecurityWSFS / WSFS Financial Corporation
InstitutionBarclays Plc
Latest Disclosed Ownership104,758 shares
Latest Disclosed Value $ 5,786,831
Barclays Plc reports 24.81% increase in ownership of WSFS / WSFS Financial Corporation

On February 13, 2026 - Barclays Plc filed a 13F-HR form disclosing ownership of 104,758 shares of WSFS Financial Corporation (US:WSFS) valued at $5,786,832 USD as of December 31, 2025. The entity filed a previous 13F-HR/A on March 31, 2026 disclosing 83,933 shares of WSFS Financial Corporation. This represents a change in shares of 24.81% during the quarter. The current value of the position is $7,300,585 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)
2026-02-13 2025-12-31 13F WSFS FINL COM 929328102 104,758 20,825 24.81 5,787 27.84 0.0014
2026-03-31 2025-09-30 13F/A-3 WSFS FINL COM 929328102 83,933 -46,840 -35.82 4,527 -37.07 0.0010
2026-03-19 2025-09-30 13F/A-2 WSFS FINL COM 929328102 120,397 -10,376 6,139 0.0016
2025-11-12 2025-09-30 13F WSFS FINL COM 929328102 83,933 -46,840 4,527 0.0010
2026-02-27 2025-06-30 13F/A-2 WSFS FINL COM 929328102 130,773 39,133 42.70 7,193 51.31 0.0016
2025-08-14 2025-06-30 13F/A-1 WSFS FINL COM 929328102 130,773 39,133 7 0.0016
2025-08-13 2025-06-30 13F WSFS FINL COM 929328102 130,773 39,133 7 0.0005
2026-03-17 2025-03-31 13F/A-1 WSFS FINL COM 929328102 91,640 -31,526 -25.60 4,753 -27.36 0.0013
2025-05-15 2025-03-31 13F WSFS FINL COM 929328102 91,640 -31,526 5 0.0013
2026-03-19 2024-12-31 13F/A-1 WSFS FINL COM 929328102 123,166 2,769 2.30 6,544 6.58 0.0018
2025-02-13 2024-12-31 13F WSFS FINL COM 929328102 123,166 2,769 7 0.0018
2026-03-31 2024-09-30 13F/A-2 WSFS FINL COM 929328102 120,397 63,284 110.80 6,139 128.73 0.0016
2024-11-19 2024-09-30 13F/A-1 WSFS FINL COM 929328102 120,397 63,284 6 0.0016
2024-11-15 2024-09-30 13F WSFS FINL COM 929328102 120,397 63,284 6 0.0016
2026-03-23 2024-06-30 13F/A-1 WSFS FINL COM 929328102 57,113 -40,998 -41.79 2,684 -39.39 0.0008
2024-08-14 2024-06-30 13F WSFS FINL COM 929328102 57,113 -40,998 3 0.0008
2026-03-24 2024-03-31 13F/A-1 WSFS FINL COM 929328102 98,111 -31,711 -24.43 4,429 -25.73 0.0015
2024-05-15 2024-03-31 13F WSFS FINL COM 929328102 98,111 -31,711 4 0.0015
2026-03-25 2023-12-31 13F/A-1 WSFS FINL COM 929328102 129,822 51,924 66.66 5,963 109.71 0.0022
2024-02-15 2023-12-31 13F WSFS FINL COM 929328102 129,822 51,924 6 0.0022
2026-03-26 2023-09-30 13F/A-1 WSFS FINL COM 929328102 77,898 -9,444 -10.81 2,843 -13.69 0.0018
2023-11-07 2023-09-30 13F WSFS FINL COM 929328102 77,898 -9,444 3 0.0018
2026-03-30 2023-06-30 13F/A-2 WSFS FINL COM 929328102 87,342 32,929 60.52 3,295 61.00 0.0021
2023-09-20 2023-06-30 13F/A-1 WSFS FINL COM 929328102 87,342 32,929 3 0.0021
2023-08-03 2023-06-30 13F WSFS FINL COM 929328102 87,342 32,929 3 0.0021
2026-03-30 2023-03-31 13F/A-1 WSFS FINL COM 929328102 54,413 24,708 83.18 2,046 52.01 0.0009
2023-05-04 2023-03-31 13F WSFS FINL COM 929328102 54,413 24,708 2 0.0009
2026-03-30 2022-12-31 13F/A-1 WSFS FINL COM 929328102 29,705 10,292 53.02 1,347 49.06 0.0006
2023-02-13 2022-12-31 13F WSFS FINL COM 929328102 29,705 10,292 1 0.0006
2022-11-03 2022-09-30 13F WSFS FINL COM 929328102 19,413 -808 -4.00 903 11.34 0.0010
2022-08-12 2022-06-30 13F WSFS FINL COM 929328102 20,221 -32,522 -61.66 811 -67.01 0.0005
2022-05-16 2022-03-31 13F WSFS FINL COM 929328102 52,743 -14,456 -21.51 2,458 -27.02 0.0019
2022-02-23 2021-12-31 13F/A-1 WSFS FINL COM 929328102 67,199 28,328 72.88 3,368 68.82 0.0013
2022-02-14 2021-12-31 13F WSFS FINL COM 929328102 67,199 28,328 3,368 0.0013
2021-11-09 2021-09-30 13F WSFS FINL COM 929328102 38,871 11,419 41.60 1,995 55.98 0.0009
2021-08-13 2021-06-30 13F WSFS FINL COM 929328102 27,452 -33,073 -54.64 1,279 -57.56 0.0006
2021-05-13 2021-03-31 13F WSFS FINL COM 929328102 60,525 28,510 89.05 3,014 109.74 0.0016
2021-02-11 2020-12-31 13F WSFS FINL COM 929328102 32,015 -2,739 -7.88 1,437 53.36 0.0008
2020-11-12 2020-09-30 13F WSFS FINL COM 929328102 34,754 -6,154 -15.04 937 -20.26 0.0006
2020-08-12 2020-06-30 13F WSFS FINL COM 929328102 40,908 20,407 99.54 1,175 129.94 0.0009
2020-05-13 2020-03-31 13F WSFS FINL COM 929328102 20,501 -32,579 -61.38 511 -78.12 0.0004
2020-02-10 2019-12-31 13F WSFS FINL COM 929328102 53,080 16,669 45.78 2,335 45.39 0.0013
2019-11-15 2019-09-30 13F/A-1 WSFS FINL COM 929328102 36,411 1,431 4.09 1,606 11.14 0.0010
2019-11-14 2019-09-30 13F WSFS FINL COM 929328102 36,411 1,431 1,606 371.3090
2019-08-14 2019-06-30 13F WSFS FINL COM 929328102 34,980 17,004 94.59 1,445 108.21 0.0009
2019-05-15 2019-03-31 13F WSFS FINL COM 929328102 17,976 1,993 12.47 694 14.52 0.0005
2019-02-14 2018-12-31 13F WSFS FINL COM 929328102 15,983 -5,481 -25.54 606 -40.06 0.0005
2018-11-14 2018-09-30 13F WSFS FINL COM 929328102 21,464 17,649 462.62 1,011 398.03 0.0007
2018-08-14 2018-06-30 13F WSFS FINL COM 929328102 3,815 -4,811 -55.77 203 -50.85 0.0002
2018-05-15 2018-03-31 13F WSFS FINL COM 929328102 8,626 3,509 68.58 413 69.26 0.0003
2018-02-14 2017-12-31 13F WSFS FINL COM 929328102 5,117 4,415 628.92 244 617.65 0.0002
2017-11-14 2017-09-30 13F WSFS FINL COM 929328102 702 -3,283 -82.38 34 -81.22 0.0000
2017-08-14 2017-06-30 13F WSFS FINL COM 929328102 3,985 3,186 398.75 181 402.78 0.0002
2017-05-15 2017-03-31 13F WSFS FINL COM 929328102 799 405 102.79 36 100.00 0.0000
2017-02-14 2016-12-31 13F WSFS FINL COM 929328102 394 -161 -29.01 18 -10.00 0.0000
2016-11-14 2016-09-30 13F WSFS FINL COM 929328102 555 447 413.89 20 566.67 0.0000
2016-08-12 2016-06-30 13F WSFS FINL COM 929328102 108 -6,738 -98.42 3 -98.63 0.0000
2016-05-16 2016-03-31 13F WSFS FINL COM 929328102 6,846 6,846 0.00 219 0.0003
2016-02-12 2015-12-31 13F WSFS FINL COM 929328102 0 -12,344 -100.00 0 -100.00
2015-11-13 2015-09-30 13F WSFS FINL COM 929328102 12,344 11,801 2,173.30 345 2,364.29 0.0004
2015-08-14 2015-06-30 13F WSFS FINL COM 929328102 543 273 101.11 14 -33.33 0.0000
2015-05-19 2015-03-31 13F/A-1 WSFS FINL COM 929328102 270 -238 -46.85 21 -46.15 0.0000
2015-05-14 2015-03-31 13F WSFS FINL COM 929328102 270 21
2015-02-13 2014-12-31 13F WSFS FINL COM 929328102 508 -1,517 -74.91 39 -72.92 0.0000
2014-11-14 2014-09-30 13F WSFS FINL COM 929328102 2,025 1,660 454.79 144 433.33 0.0001
2014-08-14 2014-06-30 13F WSFS FINL COM 929328102 365 -1,322 -78.36 27 -77.50 0.0000
2014-05-15 2014-03-31 13F WSFS FINL COM 929328102 1,687 -770 -31.34 120 -36.51 0.0001
2014-02-13 2013-12-31 13F WSFS FINL COM 929328102 2,457 1,030 72.18 189 119.77 0.0002
2013-11-14 2013-09-30 13F WSFS FINL COM 929328102 1,427 -82 -5.43 86 8.86 0.0001
2013-08-14 2013-06-30 13F WSFS FINL COM 929328102 1,509 1,509 79 0.0001
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.