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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,200
shares
|
$556,410
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
9,474
shares
|
$516,806
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,270
shares
|
$505,678
0.23% of portfolio
|
Q1 2024
Reduced 27.21%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
8,732
shares
|
$476,330
0.01% of portfolio
|
Q4 2024
Reduced 88.83%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,646
shares
|
$471,639
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
8,614
shares
|
$469,893
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,596
shares
|
$468,911
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
8,046
shares
|
$438,909
0.01% of portfolio
|
Q3 2025
Reduced 51.78%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
8,036
shares
|
$438,363
0.0% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,876
shares
|
$429,635
0.0% of portfolio
|
Q3 2025
Reduced 15.72%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,652
shares
|
$417,416
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
7,553
shares
|
$412,016
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,491
shares
|
$408,634
0.0% of portfolio
|
Q3 2025
Added 80.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
7,291
shares
|
$397,724
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,251
shares
|
$395,542
0.0% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
7,240
shares
|
$394,942
0.0% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,151
shares
|
$390,087
0.0% of portfolio
|
Q2 2025
Reduced 44.93%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$381,850
0.0% of portfolio
|
Q1 2025
Reduced 26.76%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
6,976
shares
|
$380,540
0.0% of portfolio
|
Q3 2025
Reduced 86.77%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
6,943
shares
|
$378,740
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,816
shares
|
$371,812
0.0% of portfolio
|
Q3 2022
Added 1.72%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
6,515
shares
|
$355,393
0.01% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
6,389
shares
|
$348,519
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
6,300
shares
|
$343,665
0.0% of portfolio
|
Q2 2024
Reduced 35.05%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
6,269
shares
|
$341,973
0.0% of portfolio
|
Q3 2025
Reduced 14.05%
|
|