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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
750
shares
|
$39,517
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
741
shares
|
$39,043
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
726
shares
|
$38,252
0.0% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
600
shares
|
$31,614
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
572
shares
|
$30,138
0.0% of portfolio
|
Q4 2024
Added 2500.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
529
shares
|
$27,873
0.0% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
470
shares
|
$24,764
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
406
shares
|
$21,392
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
349
shares
|
$18,388
0.0% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
280
shares
|
$14,753
0.0% of portfolio
|
Q4 2023
Reduced 23.71%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
269
shares
|
$14,173
0.0% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
251
shares
|
$13,225
0.0% of portfolio
|
Q2 2022
Reduced 19.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
204
shares
|
$10,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
197
shares
|
$10,379
0.0% of portfolio
|
Q4 2024
Added 36.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
171
shares
|
$9,009
0.0% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
168
shares
|
$8,851
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
164
shares
|
$8,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
160
shares
|
$8,430
0.0% of portfolio
|
Q4 2024
Reduced 51.07%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
152
shares
|
$8,008
0.0% of portfolio
|
Q3 2024
Reduced 26.21%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
150
shares
|
$7,903
0.0% of portfolio
|
Q3 2024
Added 141.94%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
130
shares
|
$6,849
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
117
shares
|
$6,164
0.0% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
115
shares
|
$6,059
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
115
shares
|
$6,059
0.0% of portfolio
|
Q2 2024
Added 19.79%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
108
shares
|
$5,690
0.0% of portfolio
|
Q4 2024
Added 0.93%
|