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 313 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,722
shares
|
$203,035
0.0% of portfolio
|
Q3 2025
Added 197.76%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
3,598
shares
|
$196,270
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,263
shares
|
$177,996
0.01% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
3,117
shares
|
$170,032
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,114
shares
|
$169,868
0.0% of portfolio
|
Q3 2025
Added 238.48%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,019
shares
|
$164,686
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,986
shares
|
$162,886
0.02% of portfolio
|
Q3 2022
Added 17.47%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,889
shares
|
$157,594
0.0% of portfolio
|
Q3 2025
Reduced 65.88%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,817
shares
|
$153,667
0.0% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,400
shares
|
$130,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,939
shares
|
$105,772
0.01% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,913
shares
|
$104,354
0.0% of portfolio
|
Q2 2025
Reduced 37.91%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,506
shares
|
$82,152
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,500
shares
|
$81,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
1,450
shares
|
$79,097
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,435
shares
|
$78,279
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,301
shares
|
$70,969
0.0% of portfolio
|
Q3 2025
Added 12910.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,030
shares
|
$56,186
0.01% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$54,550
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
927
shares
|
$50,567
0.0% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
860
shares
|
$46,913
0.0% of portfolio
|
Q1 2025
Reduced 9.47%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
813
shares
|
$44,349
0.01% of portfolio
|
Q3 2025
Added 159.74%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
750
shares
|
$40,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
742
shares
|
$40,476
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
703
shares
|
$38,348
0.0% of portfolio
|
Q3 2025
Reduced 1.54%
|
|