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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
8,036
shares
|
$466,007
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
|
$443,739
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,291
shares
|
$422,805
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,000
shares
|
$405,930
0.0% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
6,900
shares
|
$400,131
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,816
shares
|
$395,259
0.0% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
6,789
shares
|
$393,694
0.0% of portfolio
|
Q1 2025
Reduced 71.89%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
6,515
shares
|
$377,804
0.01% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,334
shares
|
$367,308
0.0% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
6,300
shares
|
$365,337
0.0% of portfolio
|
Q2 2024
Reduced 35.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
6,222
shares
|
$360,813
0.0% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
6,202
shares
|
$359,653
0.0% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
6,185
shares
|
$358,668
0.07% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,169
shares
|
$357,740
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,027
shares
|
$349,505
0.01% of portfolio
|
Q1 2024
Reduced 4.98%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,760
shares
|
$334,022
0.0% of portfolio
|
Q2 2023
Reduced 20.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,617
shares
|
$325,729
0.01% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
5,610
shares
|
$325,323
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,354
shares
|
$310,478
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,278
shares
|
$306,071
0.0% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,103
shares
|
$295,922
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,082
shares
|
$294,705
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
5,082
shares
|
$294,705
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,958
shares
|
$287,514
0.01% of portfolio
|
Q1 2025
Reduced 40.6%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
4,931
shares
|
$285,948
0.01% of portfolio
|
Q1 2025
New holding
|