Wsfs Financial (WSFS) Held by Superinvestors
WSFS FINANCIAL CORP (WSFS) is currently held by 2 superinvestors tracked by InsiderSet, with a combined reported market value of approximately $69.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hancock Classic Value is currently the largest disclosed institutional shareholder of WSFS tracked by InsiderSet, reporting ownership valued at approximately $68.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $70.21M, representing an estimated gain of +2.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed WSFS value among the investors covered in this analysis. Major shareholders include Hancock Classic Value, Lountzis Asset Management, and several other long-term asset managers with concentrated positions in WSFS FINANCIAL CORP (WSFS).
This page ranks the largest institutional WSFS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hancock Classic Value | Richard Pzena | 0.20% | 888,496 | $68,174,298 | $70,208,954 | +$2,034,656 | +2.98% |
| Lountzis Asset Management | Paul Lountzis | 0.35% | 14,621 | $1,121,869 | $1,155,351 | +$33,482 | +2.98% |
Frequently asked questions about WSFS
Who are the largest superinvestors holding WSFS?
The largest superinvestors holding WSFS in the latest SEC Form 13F filings include Hancock Classic Value and Lountzis Asset Management. InsiderSet ranks these superinvestors by their latest reported WSFS position.
What does the WSFS superinvestors page include?
This page tracks WSFS positions reported by a curated group of notable institutional investors and fund managers through SEC Form 13F. WSFS FINANCIAL CORP (WSFS) on this page reflects disclosed 13F holdings among those superinvestors, not every institutional shareholder of the stock.
How many superinvestors hold WSFS?
InsiderSet currently tracks 2 superinvestors reporting WSFS holdings in the latest available 13F data. This is the curated set on this page, not the total number of institutions that own WSFS.
How much WSFS stock do superinvestors hold?
Superinvestors tracked by InsiderSet disclosed approximately $69.30M in WSFS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value, and it covers the curated superinvestors on this page rather than every institutional filer.
When were WSFS superinvestor holdings last updated?
The latest WSFS superinvestor holdings on InsiderSet are based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time holdings.
Are superinvestor WSFS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by these superinvestors as of the end of the reporting quarter. A superinvestor may have changed its WSFS position after the reporting date.
Are superinvestors buying or selling WSFS?
Buying and selling can be analyzed by comparing WSFS positions across consecutive 13F reporting periods. InsiderSet's WSFS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSFS ownership changes.
How have superinvestor WSFS holdings changed over time?
InsiderSet tracks WSFS holdings among these superinvestors across multiple 13F reporting periods, so holder counts, reported value, and reported shares can be compared over time.