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 264 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
12
shares
|
$632
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
11
shares
|
$579
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9
shares
|
$474
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
9
shares
|
$474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8
shares
|
$421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
4
shares
|
$210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
2
shares
|
$105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2022
Reduced 95.0%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$52
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|