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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
109
shares
|
$5,945
0.0% of portfolio
|
Q3 2025
Added 21.11%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
101
shares
|
$5,509
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
95
shares
|
$5,182
0.0% of portfolio
|
Q3 2020
Reduced 28.42%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
90
shares
|
$4,909
0.0% of portfolio
|
Q2 2025
Added 221.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
78
shares
|
$4,254
0.0% of portfolio
|
Q4 2022
Reduced 2.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
77
shares
|
$4,200
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
72
shares
|
$3,927
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
62
shares
|
$3,382
0.0% of portfolio
|
Q3 2025
Reduced 20.51%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
53
shares
|
$2,891
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
51
shares
|
$2,782
0.0% of portfolio
|
Q4 2024
Reduced 19.05%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
48
shares
|
$2,618
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
38
shares
|
$2,072
0.0% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
36
shares
|
$1,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
36
shares
|
$1,963
0.0% of portfolio
|
Q2 2024
Reduced 46.27%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
33
shares
|
$1,800
0.0% of portfolio
|
Q2 2024
Added 57.14%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
31
shares
|
$1,691
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
28
shares
|
$1,527
0.0% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
26
shares
|
$1,418
0.0% of portfolio
|
Q2 2025
Reduced 46.94%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
20
shares
|
$1,091
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
17
shares
|
$927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
16
shares
|
$872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$654
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
11
shares
|
$600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10
shares
|
$545
0.0% of portfolio
|
Q3 2025
Reduced 94.62%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
9
shares
|
$490
0.0% of portfolio
|
Q1 2025
Reduced 90.43%
|
|