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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
670
shares
|
$36,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
614
shares
|
$33,493
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
600
shares
|
$32,730
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
583
shares
|
$31,802
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
470
shares
|
$25,638
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
433
shares
|
$23,620
0.0% of portfolio
|
Q3 2025
Added 312.38%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
430
shares
|
$23,456
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
361
shares
|
$19,692
0.0% of portfolio
|
Q2 2025
Reduced 31.76%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
321
shares
|
$17,510
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
320
shares
|
$17,456
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
292
shares
|
$15,928
0.0% of portfolio
|
Q3 2025
Reduced 52.6%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
280
shares
|
$15,274
0.0% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
259
shares
|
$14,128
0.0% of portfolio
|
Q3 2025
Added 76.19%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
251
shares
|
$13,692
0.0% of portfolio
|
Q2 2022
Reduced 19.55%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
250
shares
|
$13,637
0.0% of portfolio
|
Q3 2025
Added 25.63%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
238
shares
|
$12,982
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
178
shares
|
$9,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
152
shares
|
$8,291
0.0% of portfolio
|
Q3 2024
Reduced 26.21%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
146
shares
|
$7,964
0.0% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
133
shares
|
$7,255
0.0% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
130
shares
|
$7,091
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
118
shares
|
$6,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
115
shares
|
$6,273
0.0% of portfolio
|
Q2 2024
Added 19.79%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$6,273
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
112
shares
|
$6,109
0.0% of portfolio
|
Q3 2025
Reduced 13.85%
|
|