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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
475,252
shares
|
$25 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
341,943
shares
|
$18 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
317,254
shares
|
$16.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Earnest Partners LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
304,290
shares
|
$16 Million
0.08% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
267,028
shares
|
$14.1 Million
0.01% of portfolio
|
Q4 2024
Added 21.38%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
255,452
shares
|
$13.5 Million
0.08% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
254,616
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
Added 819.76%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
250,058
shares
|
$13.2 Million
0.02% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
232,944
shares
|
$12.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
229,796
shares
|
$12.1 Million
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
227,970
shares
|
$12 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
227,926
shares
|
$12 Million
0.02% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
220,815
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
200,932
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
178,962
shares
|
$9.43 Million
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
176,923
shares
|
$9.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
169,563
shares
|
$8.93 Million
0.08% of portfolio
|
Q4 2024
Added 179.83%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
165,075
shares
|
$8.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
158,926
shares
|
$8.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
146,730
shares
|
$7.73 Million
0.03% of portfolio
|
Q4 2024
Added 16.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
139,222
shares
|
$7.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
133,936
shares
|
$7.06 Million
0.0% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
130,759
shares
|
$6.89 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
125,739
shares
|
$6.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
123,166
shares
|
$6.49 Million
0.0% of portfolio
|
Q4 2024
Added 2.3%
|