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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,228
shares
|
$339,737
0.0% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
6,185
shares
|
$337,391
0.06% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
6,176
shares
|
$336,900
0.18% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
6,165
shares
|
$336,300
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
6,026
shares
|
$328,718
0.03% of portfolio
|
Q3 2025
Reduced 67.71%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
5,992
shares
|
$326,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,970
shares
|
$325,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,892
shares
|
$321,408
0.0% of portfolio
|
Q3 2025
Added 53.04%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,760
shares
|
$314,208
0.0% of portfolio
|
Q2 2023
Reduced 20.28%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,734
shares
|
$312,789
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
5,610
shares
|
$306,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,500
shares
|
$300,025
0.0% of portfolio
|
Q3 2025
Added 23.07%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
5,478
shares
|
$298,824
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,411
shares
|
$295,170
0.0% of portfolio
|
Q3 2025
Added 21.49%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,354
shares
|
$292,060
0.0% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
5,241
shares
|
$285,896
0.03% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
5,177
shares
|
$282,405
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,125
shares
|
$279,568
0.0% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
5,113
shares
|
$278,914
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
5,103
shares
|
$278,368
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,082
shares
|
$277,223
0.01% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
5,037
shares
|
$274,768
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
4,763
shares
|
$259,821
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,679
shares
|
$255,239
0.01% of portfolio
|
Q3 2025
Reduced 22.37%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,580
shares
|
$249,839
0.0% of portfolio
|
Q3 2025
Added 5.12%
|
|