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 303 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Basswood Capital Management, L.L.C.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,711
shares
|
$96,329
0.0% of portfolio
|
Q2 2025
Reduced 99.31%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,695
shares
|
$95,428
0.01% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
1,568
shares
|
$88,278
0.0% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
1,506
shares
|
$84,787
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$84,450
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,437
shares
|
$80,903
0.01% of portfolio
|
Q2 2025
Added 17.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,250
shares
|
$70,375
0.0% of portfolio
|
Q2 2025
Added 618.39%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,030
shares
|
$57,989
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$56,300
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
972
shares
|
$54,723
0.0% of portfolio
|
Q2 2025
Added 265.41%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
920
shares
|
$51,796
0.0% of portfolio
|
Q2 2025
Added 31.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
860
shares
|
$48,418
0.0% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
750
shares
|
$42,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
721
shares
|
$40,592
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
714
shares
|
$40,198
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
634
shares
|
$35,694
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
616
shares
|
$34,680
0.0% of portfolio
|
Q2 2025
Added 76.5%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
600
shares
|
$33,780
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
470
shares
|
$26,461
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
430
shares
|
$24,209
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
361
shares
|
$20,324
0.0% of portfolio
|
Q2 2025
Reduced 31.76%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
319
shares
|
$17,959
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
313
shares
|
$17,621
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
289
shares
|
$16,270
0.0% of portfolio
|
Q2 2025
Added 167.59%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
280
shares
|
$15,764
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|