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 |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,027
shares
|
$339,320
0.01% of portfolio
|
Q1 2024
Reduced 4.98%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,760
shares
|
$324,288
0.0% of portfolio
|
Q2 2023
Reduced 20.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,733
shares
|
$322,767
0.01% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,610
shares
|
$315,843
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
5,529
shares
|
$311,282
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
5,482
shares
|
$308,636
0.0% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
5,378
shares
|
$302,781
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,354
shares
|
$301,430
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
5,225
shares
|
$294,167
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,103
shares
|
$287,298
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
5,098
shares
|
$287,017
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,082
shares
|
$286,116
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
5,050
shares
|
$284,315
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
5,012
shares
|
$282,175
0.03% of portfolio
|
Q2 2025
Added 217.22%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
4,828
shares
|
$271,816
0.01% of portfolio
|
Q2 2025
Reduced 85.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
4,824
shares
|
$271,591
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,785
shares
|
$269,395
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,762
shares
|
$268,100
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,669
shares
|
$262,864
0.0% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
4,506
shares
|
$253,687
0.0% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
4,500
shares
|
$253,350
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,469
shares
|
$251,604
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
4,460
shares
|
$251,098
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,454
shares
|
$250,760
0.0% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,381
shares
|
$246,650
0.0% of portfolio
|
Q2 2025
Added 2.41%
|