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 274 institutions that hold shares in the stock, with a total of 52.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,960
shares
|
$174,758
0.0% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,813
shares
|
$166,079
0.0% of portfolio
|
Q4 2023
Reduced 4.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$147,600
0.02% of portfolio
|
Q3 2024
Reduced 16.81%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,488
shares
|
$146,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,400
shares
|
$141,696
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,713
shares
|
$101,135
0.0% of portfolio
|
Q3 2023
Reduced 62.83%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
1,506
shares
|
$88,914
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,451
shares
|
$85,667
0.01% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$59,040
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
980
shares
|
$57,859
0.01% of portfolio
|
Q1 2022
Added 22.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
950
shares
|
$56,088
0.0% of portfolio
|
Q3 2024
Added 955.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
918
shares
|
$54,198
0.0% of portfolio
|
Q3 2024
Added 5000.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
725
shares
|
$42,804
0.0% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
714
shares
|
$42,154
0.0% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
503
shares
|
$29,697
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
470
shares
|
$27,748
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
377
shares
|
$22,258
0.0% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
349
shares
|
$20,604
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
327
shares
|
$19,306
0.0% of portfolio
|
Q3 2023
Reduced 8.15%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
280
shares
|
$16,531
0.0% of portfolio
|
Q4 2023
Reduced 23.71%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
251
shares
|
$14,819
0.0% of portfolio
|
Q2 2022
Reduced 19.55%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
232
shares
|
$13,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
206
shares
|
$12,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
204
shares
|
$12,044
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
197
shares
|
$11,630
0.0% of portfolio
|
Q3 2024
Reduced 16.88%
|