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 274 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
184
shares
|
$10,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
168
shares
|
$9,881
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
152
shares
|
$8,940
0.0% of portfolio
|
Q3 2024
Reduced 26.21%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
150
shares
|
$8,823
0.0% of portfolio
|
Q3 2024
Added 141.94%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
144
shares
|
$8,470
0.0% of portfolio
|
Q3 2024
Added 77.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
141
shares
|
$8,293
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
130
shares
|
$7,646
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$6,764
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
115
shares
|
$6,764
0.0% of portfolio
|
Q2 2024
Added 19.79%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
107
shares
|
$6,293
0.0% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
95
shares
|
$5,587
0.0% of portfolio
|
Q3 2020
Reduced 28.42%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
90
shares
|
$5,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
90
shares
|
$5,293
0.0% of portfolio
|
Q2 2023
Added 125.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
85
shares
|
$4,999
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
85
shares
|
$4,999
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
78
shares
|
$4,587
0.0% of portfolio
|
Q4 2022
Reduced 2.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
77
shares
|
$4,529
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
75
shares
|
$4,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
72
shares
|
$4,235
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
63
shares
|
$3,705
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
63
shares
|
$3,705
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
60
shares
|
$3,529
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
58
shares
|
$3,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
50
shares
|
$2,941
0.02% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
48
shares
|
$2,823
0.0% of portfolio
|
Q3 2023
New holding
|