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 269 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
5,056
shares
|
$272,215
0.06% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
4,897
shares
|
$263,654
0.0% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,727
shares
|
$254,501
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
4,645
shares
|
$250,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
4,615
shares
|
$248,471
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
4,522
shares
|
$243,464
0.0% of portfolio
|
Q3 2024
Reduced 37.63%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
4,500
shares
|
$242,280
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
4,492
shares
|
$241,849
0.05% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,472
shares
|
$240,772
0.0% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,270
shares
|
$229,896
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,242
shares
|
$228,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
4,181
shares
|
$225,105
0.01% of portfolio
|
Q3 2024
Reduced 70.52%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2024 Q3 2024 |
4,170
shares
|
$224,512
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,101
shares
|
$220,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
4,056
shares
|
$218,375
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
4,016
shares
|
$216,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
3,969
shares
|
$213,690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
3,904
shares
|
$210,191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,231
shares
|
$173,957
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,213
shares
|
$172,987
0.0% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,019
shares
|
$162,542
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,986
shares
|
$160,766
0.02% of portfolio
|
Q3 2022
Added 17.47%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,960
shares
|
$159,366
0.0% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
2,885
shares
|
$155,328
0.0% of portfolio
|
Q4 2024
Added 68.42%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,813
shares
|
$151,451
0.0% of portfolio
|
Q4 2023
Reduced 4.09%
|