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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
251
shares
|
$14,131
0.0% of portfolio
|
Q2 2022
Reduced 19.55%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
249
shares
|
$14,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
214
shares
|
$12,048
0.01% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
199
shares
|
$11,203
0.0% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
196
shares
|
$11,034
0.0% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
186
shares
|
$10,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$8,557
0.0% of portfolio
|
Q3 2024
Reduced 26.21%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
147
shares
|
$8,276
0.0% of portfolio
|
Q2 2025
Reduced 13.53%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
130
shares
|
$7,319
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
130
shares
|
$7,319
0.0% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
128
shares
|
$7,206
0.0% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
128
shares
|
$7,206
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$6,474
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
115
shares
|
$6,474
0.0% of portfolio
|
Q2 2024
Added 19.79%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
105
shares
|
$5,911
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
95
shares
|
$5,348
0.0% of portfolio
|
Q3 2020
Reduced 28.42%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
90
shares
|
$5,067
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
90
shares
|
$5,067
0.0% of portfolio
|
Q2 2025
Added 221.43%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
78
shares
|
$4,391
0.0% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
78
shares
|
$4,391
0.0% of portfolio
|
Q4 2022
Reduced 2.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
77
shares
|
$4,335
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
72
shares
|
$4,053
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
58
shares
|
$3,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
51
shares
|
$2,871
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
51
shares
|
$2,871
0.0% of portfolio
|
Q1 2025
New holding
|