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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
101
shares
|
$5,321
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
97
shares
|
$5,110
0.0% of portfolio
|
Q4 2024
Added 14.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
95
shares
|
$5,005
0.0% of portfolio
|
Q3 2020
Reduced 28.42%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
94
shares
|
$4,952
0.0% of portfolio
|
Q4 2024
Added 944.44%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
90
shares
|
$4,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
90
shares
|
$4,742
0.0% of portfolio
|
Q2 2023
Added 125.0%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
78
shares
|
$4,109
0.0% of portfolio
|
Q4 2022
Reduced 2.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
77
shares
|
$4,057
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
75
shares
|
$3,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
72
shares
|
$3,793
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$3,161
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
58
shares
|
$3,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
51
shares
|
$2,687
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
50
shares
|
$2,634
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
48
shares
|
$2,529
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
43
shares
|
$2,265
0.0% of portfolio
|
Q4 2023
Reduced 10.42%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$2,107
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
38
shares
|
$2,002
0.0% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
36
shares
|
$1,896
0.0% of portfolio
|
Q2 2024
Reduced 46.27%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
33
shares
|
$1,738
0.0% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
21
shares
|
$1,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Feb 05, 2025 Q4 2024 |
21
shares
|
$1,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
19
shares
|
$1,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
18
shares
|
$948
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
17
shares
|
$895
0.0% of portfolio
|
Q4 2024
New holding
|