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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,357
shares
|
$245,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,333
shares
|
$243,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
4,289
shares
|
$241,470
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,269
shares
|
$240,344
0.0% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
4,181
shares
|
$235,390
0.01% of portfolio
|
Q3 2024
Reduced 70.52%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,146
shares
|
$233,419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
4,101
shares
|
$230,886
0.0% of portfolio
|
Q2 2025
Reduced 33.52%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,101
shares
|
$230,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
4,056
shares
|
$228,352
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
4,038
shares
|
$227,339
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
4,008
shares
|
$225,650
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,992
shares
|
$224,749
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
3,938
shares
|
$221,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,895
shares
|
$219,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,889
shares
|
$218,950
0.0% of portfolio
|
Q2 2025
Added 28.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,850
shares
|
$216,755
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$208,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,700
shares
|
$208,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,423
shares
|
$192,714
0.0% of portfolio
|
Q2 2025
Added 21.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,117
shares
|
$175,487
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,045
shares
|
$171,433
0.01% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,019
shares
|
$169,969
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,986
shares
|
$168,111
0.02% of portfolio
|
Q3 2022
Added 17.47%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
2,614
shares
|
$147,168
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,913
shares
|
$107,701
0.0% of portfolio
|
Q2 2025
Reduced 37.91%
|