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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
335,688
shares
|
$19.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
324,266
shares
|
$18.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
305,311
shares
|
$17.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.5%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
277,046
shares
|
$16.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
255,452
shares
|
$14.8 Million
0.08% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Basswood Capital Management, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
248,749
shares
|
$14.4 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
233,080
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
232,944
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
231,816
shares
|
$13.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
229,789
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
223,052
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
219,633
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
216,108
shares
|
$12.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
200,970
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
May 13, 2025 Q1 2025 |
186,343
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
May 12, 2025 Q1 2025 |
186,061
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2025
Added 26.81%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
180,933
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
168,512
shares
|
$9.77 Million
0.01% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
165,939
shares
|
$9.62 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
159,931
shares
|
$9.27 Million
0.0% of portfolio
|
Q4 2023
Added 4.86%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
May 13, 2025 Q1 2025 |
140,177
shares
|
$8.13 Million
0.03% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
131,133
shares
|
$7.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
128,226
shares
|
$7.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
117,472
shares
|
$6.81 Million
0.0% of portfolio
|
Q1 2025
Added 578.99%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
114,556
shares
|
$6.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.47%
|