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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,816
shares
|
$359,135
0.0% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,389
shares
|
$336,636
0.0% of portfolio
|
Q4 2024
Added 35.16%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
6,300
shares
|
$331,947
0.0% of portfolio
|
Q2 2024
Reduced 35.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
6,214
shares
|
$327,415
0.0% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
6,185
shares
|
$325,887
0.07% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
6,103
shares
|
$321,567
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
6,027
shares
|
$317,562
0.01% of portfolio
|
Q1 2024
Reduced 4.98%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,760
shares
|
$303,494
0.0% of portfolio
|
Q2 2023
Reduced 20.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
5,659
shares
|
$298,172
0.01% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
5,533
shares
|
$291,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
5,491
shares
|
$289,320
0.0% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,354
shares
|
$282,102
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,231
shares
|
$275,621
0.0% of portfolio
|
Q4 2024
Reduced 61.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,107
shares
|
$269,087
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,090
shares
|
$268,192
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
5,068
shares
|
$267,032
0.07% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
5,056
shares
|
$266,400
0.0% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
4,828
shares
|
$254,387
0.01% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,762
shares
|
$250,909
0.0% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
4,558
shares
|
$240,161
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,500
shares
|
$237,105
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
4,492
shares
|
$236,683
0.05% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
4,457
shares
|
$234,839
0.0% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
4,370
shares
|
$230,255
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
4,282
shares
|
$225,618
0.02% of portfolio
|
Q4 2024
New holding
|