Institutional Ownership Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 53 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
197
shares
|
$11,424
0.01% of portfolio
|
Q1 2025
Added 994.44%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
196
shares
|
$11,366
0.0% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
188
shares
|
$10,902
0.0% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
170
shares
|
$9,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
170
shares
|
$9,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
152
shares
|
$8,814
0.0% of portfolio
|
Q3 2024
Reduced 26.21%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
130
shares
|
$7,538
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
125
shares
|
$7,248
0.0% of portfolio
|
Q1 2025
Added 28.87%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$6,668
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
115
shares
|
$6,668
0.0% of portfolio
|
Q2 2024
Added 19.79%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
110
shares
|
$6,378
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
108
shares
|
$6,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
95
shares
|
$5,509
0.0% of portfolio
|
Q3 2020
Reduced 28.42%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
90
shares
|
$5,219
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
90
shares
|
$5,219
0.0% of portfolio
|
Q2 2023
Added 125.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
80
shares
|
$4,639
0.0% of portfolio
|
Q1 2025
Added 37.93%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
78
shares
|
$4,523
0.0% of portfolio
|
Q4 2022
Reduced 2.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
77
shares
|
$4,465
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
75
shares
|
$4,349
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
72
shares
|
$4,175
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
58
shares
|
$3,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
51
shares
|
$2,957
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
51
shares
|
$2,957
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
51
shares
|
$2,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
50
shares
|
$2,899
0.0% of portfolio
|
Q4 2024
New holding
|