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 |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,625
shares
|
$152,223
0.0% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,046
shares
|
$118,647
0.0% of portfolio
|
Q1 2025
Reduced 29.88%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,695
shares
|
$98,293
0.01% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,580
shares
|
$91,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
1,506
shares
|
$87,332
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,250
shares
|
$72,487
0.0% of portfolio
|
Q2 2025
Added 618.39%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,225
shares
|
$71,037
0.01% of portfolio
|
Q1 2025
Added 521.83%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,010
shares
|
$58,569
0.0% of portfolio
|
Q1 2025
Reduced 45.79%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$57,990
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
980
shares
|
$56,830
0.01% of portfolio
|
Q1 2022
Added 22.35%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
860
shares
|
$49,871
0.0% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
750
shares
|
$43,492
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
741
shares
|
$42,970
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
721
shares
|
$41,810
0.0% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
701
shares
|
$40,650
0.0% of portfolio
|
Q1 2025
Added 72.66%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
600
shares
|
$34,794
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
529
shares
|
$30,676
0.0% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
470
shares
|
$27,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
430
shares
|
$24,935
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
349
shares
|
$20,238
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
319
shares
|
$18,498
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
280
shares
|
$16,237
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
266
shares
|
$15,425
0.0% of portfolio
|
Q1 2025
Added 66.25%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
251
shares
|
$14,555
0.0% of portfolio
|
Q2 2022
Reduced 19.55%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
199
shares
|
$11,540
0.0% of portfolio
|
Q2 2025
Reduced 20.4%
|