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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
9,345
shares
|
$526,123
0.0% of portfolio
|
Q2 2025
Reduced 42.49%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,270
shares
|
$521,901
0.27% of portfolio
|
Q1 2024
Reduced 27.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
9,111
shares
|
$512,949
0.0% of portfolio
|
Q2 2025
Reduced 27.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
9,106
shares
|
$512,667
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
8,732
shares
|
$491,611
0.01% of portfolio
|
Q4 2024
Reduced 88.83%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
8,614
shares
|
$484,968
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
8,596
shares
|
$483,954
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,467
shares
|
$476,692
0.01% of portfolio
|
Q2 2025
Added 313.83%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
8,036
shares
|
$452,426
0.0% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,652
shares
|
$430,807
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,566
shares
|
$425,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
7,294
shares
|
$410,652
0.0% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,291
shares
|
$410,483
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,151
shares
|
$402,601
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
7,035
shares
|
$396,070
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
7,000
shares
|
$394,100
0.0% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,956
shares
|
$391,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,816
shares
|
$383,740
0.0% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
6,652
shares
|
$374,507
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
6,515
shares
|
$366,794
0.01% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Strs Ohio
|
Aug 04, 2025 Q2 2025 |
6,300
shares
|
$354,690
0.0% of portfolio
|
Q2 2024
Reduced 35.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,222
shares
|
$350,298
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
6,185
shares
|
$348,215
0.07% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,164
shares
|
$347,033
0.0% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
6,157
shares
|
$346,639
0.19% of portfolio
|
Q2 2025
New holding
|