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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,824
shares
|
$279,743
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
4,816
shares
|
$279,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,808
shares
|
$278,815
0.0% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,530
shares
|
$262,694
0.0% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
4,500
shares
|
$260,955
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
4,460
shares
|
$258,635
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
4,439
shares
|
$257,417
0.0% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
4,363
shares
|
$253,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
4,278
shares
|
$248,081
0.0% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,264
shares
|
$247,269
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,212
shares
|
$244,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
4,181
shares
|
$242,456
0.01% of portfolio
|
Q3 2024
Reduced 70.52%
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,173
shares
|
$241,992
0.06% of portfolio
|
Q1 2025
Reduced 60.81%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,101
shares
|
$237,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
4,056
shares
|
$235,207
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,992
shares
|
$231,496
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
3,942
shares
|
$228,596
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,850
shares
|
$223,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,441
shares
|
$199,543
0.02% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,119
shares
|
$180,870
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$180,754
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,081
shares
|
$178,667
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
3,019
shares
|
$175,071
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,986
shares
|
$173,158
0.02% of portfolio
|
Q3 2022
Added 17.47%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,813
shares
|
$163,125
0.0% of portfolio
|
Q4 2023
Reduced 4.09%
|