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Get Institutions for : 
Wsfs Financial Corp (WSFS)  
$46.37 0.11 (0.24%) as of 4:30 Fri 5/17


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 237    19
Total shares held : 
 53,223,522  
% of shares held : 
 82.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 952,261  
% of shares held change : 
   1.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.14  
Last Quarter's Ending Price : 
 $45.93  
Last Quarter's Average Price : 
 $39.24  
Change from last quarter's     
avg. price to the last closing  : 
7.13 (18.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 938,869
 1.76%
 
Increased Positions :
82
 2,282,780
 4.29%
 
Unchanged Positions :
46
 716,745
 1.35%
 
Decreased Positions :
75
-2,178,370
-4.09%
 
Closed Positions :
15
-91,018
-0.17%
 
Guru Positions :
3
208,465
 0.39%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1178 - 2024-03-31 8,929,508 $403,078,000 234,676
   VANGUARD GROUP INC 1231 - 2024-03-31 7,338,200 $331,246,000 372,402
   DIMENSIONAL FUND ADVISORS INC 529 - 2024-03-31 3,792,976 $171,215,000 35,760
   STATE STREET CORP 1133 - 2024-03-31 2,934,413 $132,459,000 72,769
   GEODE CAPITAL MANAGEMENT LLC 1196 - 2024-03-31 1,389,097 $62,713,000 28,438
   CHAMPLAIN INVESTMENT PARTNERS LLC 102 - 2024-03-31 1,293,281 $58,379,000 160,090
   BANK OF AMERICA CORP /DE/ 1395 - 2024-03-31 919,868 $41,523,000 68,371
   BROWN ADVISORY HOLDINGS INC 258 - 2024-03-31 825,871 $37,280,000 30,749
   PALISADE CAPITAL MANAGEMENT LLC/NJ 31 - 2024-03-31 823,497 $37,173,000 1,705
   INVESCO LTD 1198 - 2024-03-31 740,786 $33,439,000 55,699
   NORGES BANK 1119 - 2023-12-31 682,979 $31,369,000 46,116
   AMERICAN CENTURY COMPANIES INC 746 - 2024-03-31 685,901 $30,962,000 228,705
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1352 - 2024-03-31 676,410 $30,533,000 34,515
   PRINCIPAL FINANCIAL GROUP INC 1080 - 2024-03-31 341,267 $15,405,000 24,658
   RENAISSANCE TECHNOLOGIES LLC 838 - 2024-03-31 298,426 $13,471,000 21,000
   WELLS FARGO & CO/MN 1495 - 2024-03-31 236,395 $10,671,000 9,453
   PRICE T ROWE ASSOCIATES INC /MD/ 1117 - 2024-03-31 201,985 $9,119,000 53,292
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 446 - 2024-03-31 183,052 $8,263,000 50,000
   ENVESTNET ASSET MANAGEMENT INC 1669 - 2024-03-31 175,710 $7,932,000 1,246
   CRAWFORD INVESTMENT COUNSEL INC 131 - 2024-03-31 116,197 $5,245,000 4,320
   RAYMOND JAMES & ASSOCIATES 1574 - 2024-03-31 110,546 $4,990,000 5,743
   CREDIT SUISSE/ 1326 - 2024-03-31 101,173 $4,567,000 6,538
   PRUDENTIAL FINANCIAL INC 1011 - 2024-03-31 94,076 $4,247,000 5,350
   CITIGROUP INC 1322 - 2024-03-31 91,925 $4,149,000 18,265
   HSBC HOLDINGS PLC 998 - 2024-03-31 78,601 $3,548,000 39,973
   RAFFERTY ASSET MANAGEMENT LLC 567 - 2024-03-31 69,570 $3,140,000 10,633
   MODERA WEALTH MANAGEMENT, LLC 197 - 2024-03-31 65,736 $2,967,000 8
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1157 - 2024-03-31 53,103 $2,393,000 2,708
   TEXAS PERMANENT SCHOOL FUND 970 - 2024-03-31 52,982 $2,392,000 518
   UBS Group AG 2834 - 2024-03-31 51,513 $2,325,000 1,247
   BALYASNY ASSET MANAGEMENT LLC 1121 - 2024-03-31 33,125 $1,495,000 15,556
   Keeley-Teton Advisors LLC 187 - 2024-03-31 31,435 $1,419,000 3,553
   ROTHSCHILD ASSET MANAGEMENT INC 235 - 2022-12-31 30,801 $1,397,000 1,447
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1237 - 2024-03-31 30,503 $1,377,000 2,388
   BNP PARIBAS ARBITRAGE SA 1613 - 2024-03-31 30,156 $1,361,000 10,234
   VICTORY CAPITAL MANAGEMENT INC 1610 - 2024-03-31 27,100 $1,223,000 1,688
   Pathstone Holdings LLC 1170 - 2024-03-31 26,532 $1,198,000 12,271
   BESSEMER GROUP INC 709 - 2024-03-31 17,354 $784,000 2,460
   TEACHER RETIREMENT SYSTEM OF TEXAS 1131 - 2024-03-31 15,770 $712,000 2,552
   LPL FINANCIAL CORP 3444 - 2024-03-31 15,156 $684,000 8,901
   PROSHARE ADVISORS LLC 1029 - 2024-03-31 12,182 $550,000 693
   Lokken Investment Group LLC 82 - 2024-03-31 11,879 $536,000 1,001
   Equitable Holdings Inc. 792 - 2024-03-31 11,309 $510,000 31
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1390 - 2024-03-31 11,281 $509,000 757
   DIVERSIFIED TRUST CO 501 - 2024-03-31 11,157 $504,000 3,280
   Handelsbanken Fonder AB 1172 - 2024-03-31 10,805 $488,000 1,600
   AMUNDI 1364 - 2024-03-31 10,636 $445,000 2,740
   Keebeck Alpha LP 134 - 2024-03-31 8,483 $383,000 8,483
   SPRINGBOK CAPITAL MANAGEMENT LLC 705 - 2024-03-31 8,143 $368,000 8,143
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 962 - 2024-03-31 7,810 $353,000 3,204
   Pine Valley Investments Ltd Liability Co 340 - 2024-03-31 7,633 $345,000 14
   Walleye Trading Advisors LLC 1503 - 2024-03-31 7,309 $330,000 2,861
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2621 - 2024-03-31 7,208 $325,000 2,714
   GLENMEDE TRUST CO NA 1044 - 2024-03-31 6,982 $315,000 30
   Pictet Asset Management Holding SA 1524 - 2024-03-31 6,843 $309,000 1,083
   SG AMERICAS SECURITIES LLC 1432 - 2024-03-31 6,605 $298,000 6,605
   Forum Financial Management LP 537 - 2024-03-31 6,042 $273,000 9
   BANK OF MONTREAL /CAN/ 2457 - 2024-03-31 5,949 $270,000 351
   Allegheny Financial Group LTD 176 - 2024-03-31 5,560 $251,000 19
   BUCKINGHAM ASSET MANAGEMENT, LLC 653 - 2024-03-31 5,354 $242,000 7
   MARINER WEALTH ADVISORS, LLC 2670 - 2024-03-31 4,912 $222,000 276
   FMR LLC 2963 - 2024-03-31 3,348 $151,000 223
   NISA INVESTMENT ADVISORS L L C 1401 - 2024-03-31 2,935 $132,000 390
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1709 - 2024-03-31 2,851 $129,000 71
   Smartleaf Asset Management LLC 405 - 2024-03-31 2,777 $129,000 175
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1698 - 2024-03-31 656 $30,000 72
   PRINCIPAL SECURITIES INC. 1927 - 2024-03-31 480 $22,000 19
   Quarry LP 1093 - 2024-03-31 274 $12,000 133
   Eagle Bay Advisors LLC 718 - 2024-03-31 101 $5,000 9
   CLARIVEST ASSET MANAGEMENT LLC 512 - 2024-03-31 67 $3,000 18
  70 Records found
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