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Get Institutions for : 
Wsfs Financial Corp (WSFS)  
$42.85 1.68 (3.77%) as of 4:30 Fri 4/26


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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  : 
3.61 (9.2%)  




 
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
172,215
 0.32%
 
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. 1164 - 2023-12-31 8,694,832 $399,354,000 -164,548
   VANGUARD GROUP INC 1244 - 2023-12-31 6,965,798 $319,939,000 -54,582
   DIMENSIONAL FUND ADVISORS INC 494 - 2023-12-31 3,757,216 $172,572,000 77,589
   FRANKLIN RESOURCES INC 308 - 2023-12-31 2,886,034 $132,556,000 232,508
   STATE STREET CORP 1118 - 2023-12-31 2,861,644 $131,435,000 155,381
   T. Rowe Price Investment Management Inc. 258 - 2023-12-31 2,466,068 $113,267,000 -48,672
   MACQUARIE GROUP LTD 295 - 2023-12-31 1,770,360 $81,320,000 -7,204
   GEODE CAPITAL MANAGEMENT LLC 1198 - 2023-12-31 1,360,659 $62,502,000 56,894
   CHAMPLAIN INVESTMENT PARTNERS LLC 104 - 2023-12-31 1,133,191 $52,047,000 -67,166
   ALLIANCEBERNSTEIN L.P. 590 - 2023-12-31 1,057,755 $48,583,000 66,868
   COOKE & BIELER LP 79 - 2023-12-31 1,023,909 $47,028,000 -19,670
   PZENA INVESTMENT MANAGEMENT LLC 91 - 2023-12-31 1,003,447 $46,088,000 -40,549
   NORTHERN TRUST CORP 1148 - 2023-12-31 891,947 $40,967,000 -20,420
   BANK OF AMERICA CORP /DE/ 1311 - 2023-12-31 851,497 $39,109,000 47,219
   PALISADE CAPITAL MANAGEMENT LLC/NJ 24 - 2023-12-31 821,792 $37,745,000 -73,985
   BROWN ADVISORY HOLDINGS INC 247 - 2023-12-31 795,122 $36,520,000 -27,311
   MANUFACTURERES LIFE INSURANCE CO 447 - 2023-12-31 753,980 $34,630,000 -58,006
   INVESCO LTD 1189 - 2023-12-31 685,087 $31,466,000 73,446
   NORGES BANK 1118 *New 2023-12-31 682,979 $31,369,000 682,979
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1346 - 2023-12-31 641,895 $29,482,000 28,573
   BANK OF NEW YORK MELLON CORP 1444 - 2023-12-31 587,344 $26,977,000 20,126
   JENNISON ASSOCIATES LLC 308 - 2023-12-31 533,060 $24,483,000 -51,330
   MORGAN STANLEY 2479 - 2023-12-31 530,175 $24,351,000 176,556
   FRONTIER CAPITAL MANAGEMENT CO LLC 149 - 2023-12-31 521,911 $23,971,000 -8,288
   NUVEEN ASSET MANAGEMENT, LLC 1095 - 2023-12-31 474,075 $21,774,000 65,089
   J P MORGAN CHASE & CO 1569 - 2023-12-31 457,506 $21,013,000 161,061
   AMERICAN CENTURY COMPANIES INC 852 - 2023-12-31 457,196 $20,999,000 105,103
   EARNEST PARTNERS LLC 181 - 2023-12-31 334,246 $15,352,000 -22,915
   PRINCIPAL FINANCIAL GROUP INC 1092 - 2023-12-31 316,609 $14,542,000 -12,770
   EAGLE ASSET MANAGEMENT INC 235 - 2023-12-31 289,029 $13,275,000 1,714
   RENAISSANCE TECHNOLOGIES LLC 832 - 2023-12-31 277,426 $12,742,000 5,000
   GOLDMAN SACHS GROUP INC/ 1891 - 2023-12-31 271,673 $12,478,000 38,924
   NEW YORK STATE COMMON RETIREMENT FUND 761 - 2023-12-31 249,857 $11,476,000 -744
   LOOMIS SAYLES & CO L P 301 - 2023-12-31 245,758 $11,288,000 -27,493
   Allspring Global Investments Holdings LLC 747 - 2024-03-31 235,953 $10,651,000 69,527
   WELLS FARGO & CO/MN 1476 - 2023-12-31 226,942 $10,423,000 -11,810
   WELLINGTON MANAGEMENT CO LLP 1079 - 2023-12-31 216,993 $9,966,000 -8,061
   Assenagon Asset Management S.A. 438 - 2023-12-31 205,025 $9,417,000 128,834
   RHUMBLINE ADVISERS 1124 - 2023-12-31 192,172 $8,826,000 -7,910
   AMERIPRISE FINANCIAL INC 1839 - 2023-12-31 191,632 $8,802,000 -528,815
   ENVESTNET ASSET MANAGEMENT INC 1573 - 2023-12-31 174,464 $8,013,000 -1,319
   LEGAL & GENERAL GROUP PLC 1287 - 2023-12-31 167,698 $7,702,000 -1,926
   BRIDGEWAY CAPITAL MANAGEMENT INC 187 - 2023-12-31 164,559 $7,558,000 0
   LORD ABBETT & CO LLC 365 - 2023-12-31 151,213 $6,945,000 12,203
   PRICE T ROWE ASSOCIATES INC /MD/ 1156 - 2023-12-31 148,693 $6,831,000 25,222
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 464 - 2023-12-31 133,052 $6,111,000 0
   BARCLAYS PLC 1357 - 2023-12-31 129,822 $5,962,000 51,924
   PUBLIC SECTOR PENSION INVESTMENT BOARD 304 - 2023-12-31 126,032 $5,789,000 50,566
   Swiss National Bank 1245 - 2023-12-31 120,340 $5,527,000 -14,700
   ROYAL BANK OF CANADA 1835 - 2023-12-31 116,583 $5,354,000 42,721
   FIRST TRUST ADVISORS LP 1240 - 2023-12-31 113,173 $5,198,000 18,521
   CRAWFORD INVESTMENT COUNSEL INC 130 - 2023-12-31 111,877 $5,139,000 230
   Aristotle Capital Boston LLC 124 - 2023-12-31 110,027 $5,054,000 -15,980
   BRANDYWINE ASSET MANAGEMENT LLC 394 - 2023-12-31 106,069 $4,872,000 -10,921
   RAYMOND JAMES & ASSOCIATES 1555 - 2023-12-31 104,803 $4,814,000 8,796
   MILLENNIUM MANAGEMENT LLC 1859 - 2023-12-31 101,675 $4,670,000 14,518
   TUDOR INVESTMENT CORP ET AL 448 - 2023-12-31 97,023 $4,456,000 8,372
   CREDIT SUISSE/ 1394 - 2023-12-31 94,635 $4,347,000 -26,466
   PRUDENTIAL FINANCIAL INC 1040 - 2023-12-31 88,726 $4,075,000 2,203
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1361 - 2023-12-31 77,636 $3,566,000 2,628
   Cubist Systematic Strategies LLC 587 - 2023-12-31 77,621 $3,565,000 21,280
   THRIVENT FINANCIAL FOR LUTHERANS 957 - 2023-12-31 77,256 $3,549,000 18,072
   CITIGROUP INC 1298 - 2023-12-31 73,660 $3,383,000 31,733
   MODERA WEALTH MANAGEMENT, LLC 190 - 2023-12-31 65,728 $3,019,000 -53
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1218 - 2023-12-31 64,496 $2,962,000 -3,343
   WEDGE CAPITAL MANAGEMENT L L P/NC 279 - 2023-12-31 64,370 $2,957,000 36,424
   STATE OF NEW JERSEY COMMON PENSION FUND D 1083 - 2023-12-31 63,702 $2,926,000 0
   Engineers Gate Manager LP 348 - 2023-12-31 60,610 $2,784,000 13,867
   RAFFERTY ASSET MANAGEMENT LLC 587 - 2023-12-31 58,937 $2,707,000 23,621
   COMERICA BANK 1017 - 2023-12-31 57,238 $2,629,000 16,853
   WAYNE HUMMER ASSET MANAGEMENT CO 419 - 2023-12-31 56,890 $2,613,000 18,501
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1664 - 2023-12-31 54,636 $2,509,000 31,349
   TEXAS PERMANENT SCHOOL FUND 958 - 2023-12-31 52,464 $2,410,000 609
   DEUTSCHE BANK AG 1536 - 2023-12-31 52,124 $2,394,000 22,298
   JANE STREET GROUP LLC 2266 - 2023-12-31 50,450 $2,317,000 9,429
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1180 - 2023-12-31 50,395 $2,313,000 -1,819
   UBS Group AG 2687 - 2023-12-31 50,266 $2,309,000 35,752
   State of Tennessee Treasury Department 818 - 2023-12-31 48,935 $2,248,000 18,040
   Squarepoint Ops LLC 1004 - 2023-12-31 45,328 $2,082,000 14,646
   BRYN MAWR TRUST CO/PA 157 - 2023-09-30 55,865 $2,039,000 -5,431
   Siena Capital Management LLC 55 - 2023-12-31 43,819 $2,013,000 0
   ING INVESTMENT MANAGEMENT LLC 1246 - 2023-12-31 40,934 $1,880,000 13,061
   SEI INVESTMENTS CO 1643 - 2023-12-31 39,913 $1,833,000 -809
   HSBC HOLDINGS PLC 1204 - 2023-12-31 38,628 $1,785,000 21,456
   AE Wealth Management LLC 951 - 2023-12-31 36,585 $1,705,000 -9,124
   ALASKA RETIREMENT MANAGEMENT BOARD 770 - 2024-03-31 36,888 $1,665,000 -475
   Quest Partners LLC 40 - 2023-12-31 35,218 $1,618,000 0
   CORBYN INVESTMENT MANAGEMENT INC/MD 35 - 2023-12-31 35,084 $1,611,000 -541
   Illinois Municipal Retirement Fund 636 - 2023-12-31 34,380 $1,579,000 -1,689
   AMERICAN INTERNATIONAL GROUP INC 1100 - 2023-12-31 33,312 $1,530,000 -294
   MetLife Investment Advisors LLC 1098 - 2023-12-31 32,437 $1,490,000 0
   Qube Research & Technologies Ltd 1452 - 2023-12-31 31,314 $1,438,000 -1,117
   ROTHSCHILD ASSET MANAGEMENT INC 235 - 2022-12-31 30,801 $1,397,000 1,447
   Louisiana State Employees Retirement System 700 - 2023-12-31 30,400 $1,396,000 -700
   Ensign Peak Advisors Inc 1134 - 2023-12-31 30,050 $1,380,000 4,250
   Verdence Capital Advisors LLC 176 - 2023-12-31 30,000 $1,378,000 0
   YOUSIF CAPITAL MANAGEMENT LLC 1037 - 2023-12-31 30,007 $1,378,000 -180
   Private Advisor Group LLC 959 - 2023-12-31 29,083 $1,336,000 2,654
   JANUS HENDERSON GROUP PLC 1478 - 2023-12-31 28,431 $1,307,000 -482,861
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM - 2023-12-31 28,115 $1,291,000 1,475

  100 Records found
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