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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
   Allspring Global Investments Holdings LLC 750 - 2024-03-31 235,953 $10,651,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 203 - 2024-03-31 164,559 $7,428,000 0
   LORD ABBETT & CO LLC 374 - 2024-03-31 151,213 $6,826,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1361 - 2024-03-31 77,636 $3,504,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 1259 - 2024-03-31 63,702 $2,876,000 0
   Siena Capital Management LLC 54 - 2024-03-31 43,819 $1,978,000 0
   Verdence Capital Advisors LLC 202 - 2024-03-31 30,000 $1,354,000 0
   ROYCE & ASSOCIATES LLC 723 - 2024-03-31 22,500 $1,016,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 1101 - 2023-12-31 20,957 $963,000 0
   SALZHAUER MICHAEL 24 - 2024-03-31 21,309 $962,000 0
   LOUNTZIS ASSET MANAGEMENT LLC 20 - 2024-03-31 19,000 $858,000 0
   SAGEWORTH TRUST CO 54 - 2024-03-31 14,181 $640,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1340 - 2024-03-31 13,160 $594,000 0
   MARSHALL FINANCIAL GROUP INC /ADV 39 - 2024-03-31 12,075 $545,000 0
   UNIVEST CORP OF PENNSYLVANIA 60 - 2024-03-31 11,886 $537,000 0
   FIRST HAWAIIAN BANK 586 - 2024-03-31 10,535 $476,000 0
   Radnor Capital Management LLC 253 - 2024-03-31 8,550 $386,000 0
   FINEMARK NATIONAL BANK & TRUST 326 - 2024-03-31 7,932 $358,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 528 - 2024-03-31 7,320 $330,000 0
   Lansing Street Advisors 82 - 2024-03-31 5,704 $257,000 0
   Mutual Advisors LLC 972 - 2024-03-31 5,063 $229,000 0
   AFFINITY WEALTH MANAGEMENT 100 - 2024-03-31 4,601 $208,000 0
   Jacobi Capital Management LLC 465 - 2024-03-31 4,500 $203,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 1050 - 2024-03-31 4,439 $200,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 228 - 2024-03-31 3,019 $136,000 0
   US BANCORP 2231 - 2024-03-31 2,813 $127,000 0
   KBC GROUP NV 1205 - 2024-03-31 1,713 $77,000 0
   POM Investment Strategies LLC 56 - 2024-03-31 1,506 $68,000 0
   SCBT FINANCIAL CORP 381 - 2024-03-31 1,000 $45,000 0
   Key Financial Inc 455 - 2024-03-31 980 $44,000 0
   EverSource Wealth Advisors LLC 1389 - 2024-03-31 327 $15,000 0
   Versant Capital Management Inc 654 - 2024-03-31 280 $13,000 0
   Parallel Advisors LLC 2255 - 2024-03-31 251 $11,000 0
   PROEQUITIES INC. 1667 - 2024-03-31 237 $11,000 0
   Steward Partners Investment Advisory LLC 2991 - 2024-03-31 141 $6,000 0
   FIFTH THIRD BANCORP 2041 - 2024-03-31 113 $5,000 0
   Private Wealth Management Group LLC 660 - 2024-03-31 96 $4,000 0
   AdvisorNet Financial Inc 1458 - 2024-03-31 90 $4,000 0
   Lindbrook Capital LLC 1997 - 2024-03-31 78 $4,000 0
   First Personal Financial Services 316 - 2024-03-31 88 $4,000 0
   QUADRANT CAPITAL GROUP LLC 2381 - 2024-03-31 90 $4,000 0
   KISTLERTIFFANY COMPANIES, LLC 786 - 2023-06-30 72 $3,000 0
   HARBOUR INVESTMENTS INC. 2566 - 2023-12-31 70 $3,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1018 - 2024-03-31 43 $2,000 0
   FIRST MANHATTAN CO 1310 - 2024-03-31 30 $1,000 0
   JFS WEALTH ADVISORS, LLC 1634 - 2024-03-31 25 $1,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1777 - 2024-03-31 5 $0 0
   DiNuzzo Private Wealth Inc. 1037 - 2024-03-31 10 $0 0
   TFO-TDC LLC 606 - 2024-03-31 2 $0 0
   MANCHESTER CAPITAL MANAGEMENT LLC 1068 - 2024-03-31 1 $0 0

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