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 |
|---|---|---|---|---|---|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
4,230
shares
|
$222,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
4,181
shares
|
$220,296
0.01% of portfolio
|
Q3 2024
Reduced 70.52%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,101
shares
|
$216,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
4,077
shares
|
$214,817
0.0% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,062
shares
|
$214,026
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
4,056
shares
|
$213,710
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
4,016
shares
|
$211,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
3,904
shares
|
$205,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,304
shares
|
$174,087
0.02% of portfolio
|
Q4 2024
Added 32.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,213
shares
|
$169,292
0.0% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,019
shares
|
$159,071
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,986
shares
|
$157,332
0.02% of portfolio
|
Q3 2022
Added 17.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,966
shares
|
$156,278
0.0% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,960
shares
|
$155,962
0.0% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,918
shares
|
$153,749
0.0% of portfolio
|
Q4 2024
Reduced 62.2%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,885
shares
|
$152,010
0.0% of portfolio
|
Q4 2024
Added 68.42%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,813
shares
|
$148,216
0.0% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
2,796
shares
|
$147,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,863
shares
|
$98,161
0.0% of portfolio
|
Q4 2024
Added 804.37%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,580
shares
|
$83,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
1,506
shares
|
$79,351
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,488
shares
|
$78,402
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$52,690
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
980
shares
|
$51,636
0.01% of portfolio
|
Q1 2022
Added 22.35%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
950
shares
|
$50,055
0.0% of portfolio
|
Q3 2024
Added 955.56%
|