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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
49
shares
|
$2,841
0.0% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
48
shares
|
$2,783
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
38
shares
|
$2,203
0.0% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
37
shares
|
$2,145
0.0% of portfolio
|
Q1 2025
Added 311.11%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
36
shares
|
$2,087
0.0% of portfolio
|
Q2 2024
Reduced 46.27%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
36
shares
|
$2,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
33
shares
|
$1,913
0.0% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
30
shares
|
$1,739
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
29
shares
|
$1,681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
28
shares
|
$1,623
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
23
shares
|
$1,333
0.0% of portfolio
|
Q1 2025
Added 155.56%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$1,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$985
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
17
shares
|
$985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
16
shares
|
$927
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$695
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
11
shares
|
$637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
10
shares
|
$579
0.0% of portfolio
|
Q1 2025
Reduced 95.1%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9
shares
|
$521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9
shares
|
$521
0.0% of portfolio
|
Q1 2025
Reduced 90.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$463
0.0% of portfolio
|
Q2 2025
Reduced 42.86%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
6
shares
|
$347
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$115
0.0% of portfolio
|
Q4 2024
New holding
|