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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
4,500
shares
|
$245,475
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
4,473
shares
|
$244,002
0.01% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
4,460
shares
|
$243,293
0.04% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
4,397
shares
|
$239,856
0.0% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
4,370
shares
|
$238,383
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,356
shares
|
$237,619
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,338
shares
|
$236,637
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,325
shares
|
$235,928
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,310
shares
|
$235,110
0.0% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,302
shares
|
$234,674
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
4,276
shares
|
$233,255
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
4,255
shares
|
$232,110
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
4,181
shares
|
$228,073
0.01% of portfolio
|
Q3 2024
Reduced 70.52%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,106
shares
|
$223,982
0.0% of portfolio
|
Q3 2025
Reduced 78.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,101
shares
|
$223,709
0.0% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
4,101
shares
|
$223,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
4,068
shares
|
$221,909
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
4,002
shares
|
$218,309
0.03% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,878
shares
|
$211,544
0.0% of portfolio
|
Q3 2025
Added 147.32%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
3,869
shares
|
$211,053
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
3,867
shares
|
$210,944
0.0% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
3,867
shares
|
$210,944
0.0% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
3,847
shares
|
$209,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
3,845
shares
|
$209,744
0.0% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,790
shares
|
$206,744
0.0% of portfolio
|
Q3 2025
Reduced 58.38%
|
|