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Get Institutions for : 
Wsfs Financial Corp (WSFS)  
$46.50 0.24 (0.52%) as of 4:30 Thu 5/9


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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  : 
7.26 (18.5%)  




 
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
   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
   GEODE CAPITAL MANAGEMENT LLC 1198 - 2023-12-31 1,360,659 $62,502,000 56,894
   ALLIANCEBERNSTEIN L.P. 590 - 2023-12-31 1,057,755 $48,583,000 66,868
   BANK OF AMERICA CORP /DE/ 1311 - 2023-12-31 851,497 $39,109,000 47,219
   BROWN ADVISORY HOLDINGS INC 258 - 2024-03-31 825,871 $37,280,000 30,749
   INVESCO LTD 1189 - 2023-12-31 685,087 $31,466,000 73,446
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1346 - 2023-12-31 641,895 $29,482,000 28,573
   MORGAN STANLEY 2479 - 2023-12-31 530,175 $24,351,000 176,556
   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
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 341,267 $15,405,000 24,658
   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
   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
   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
   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
   RAYMOND JAMES & ASSOCIATES 1574 - 2024-03-31 110,546 $4,990,000 5,743
   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
   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
   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
   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
   ING INVESTMENT MANAGEMENT LLC 1246 - 2023-12-31 40,934 $1,880,000 13,061
   HSBC HOLDINGS PLC 1204 - 2023-12-31 38,628 $1,785,000 21,456
   ROTHSCHILD ASSET MANAGEMENT INC 235 - 2022-12-31 30,801 $1,397,000 1,447
   Ensign Peak Advisors Inc 1134 - 2023-12-31 30,050 $1,380,000 4,250
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1237 - 2024-03-31 30,503 $1,377,000 2,388
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 30,156 $1,361,000 10,234
   VICTORY CAPITAL MANAGEMENT INC - 2024-03-31 27,100 $1,223,000 1,688
   STATE OF WISCONSIN INVESTMENT BOARD 1449 - 2023-12-31 17,691 $813,000 11,082
   BESSEMER GROUP INC 738 - 2023-12-31 14,894 $684,000 3,718
   TEACHER RETIREMENT SYSTEM OF TEXAS 1262 - 2023-12-31 13,218 $607,000 781
   Russell Investments Group Ltd. 2101 - 2023-12-31 12,321 $566,000 36
   PROSHARE ADVISORS LLC 1008 - 2023-12-31 11,489 $528,000 2,169
   Equitable Holdings Inc. 766 - 2023-12-31 11,278 $518,000 864
   Point72 Middle East FZE 396 - 2023-12-31 11,252 $517,000 8,826
   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
   STRS OHIO 1306 - 2023-12-31 10,300 $473,000 3,900
   CAPTRUST FINANCIAL ADVISORS 1834 - 2023-12-31 9,459 $434,000 78
   TOWER RESEARCH CAPITAL LLC 1562 - 2023-12-31 8,609 $395,000 6,060
   MML INVESTORS SERVICES LLC 1888 - 2023-12-31 8,544 $392,000 549
   LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH I 962 - 2024-03-31 7,810 $353,000 3,204
   AMUNDI 1399 - 2023-12-31 7,896 $352,000 235
   Pine Valley Investments Ltd Liability Co 329 - 2023-12-31 7,619 $350,000 617
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2621 - 2024-03-31 7,208 $325,000 2,714
   GLENMEDE TRUST CO NA 1015 - 2023-12-31 6,952 $319,000 965
   SUMMIT INVESTMENT ADVISORS INC 1039 - 2023-12-31 6,343 $291,000 255
   LPL FINANCIAL CORP 4052 - 2023-12-31 6,255 $287,000 477
   Centiva Capital LP 800 - 2023-12-31 5,815 $267,000 5,815
   BANK OF MONTREAL /CAN/ 2446 - 2023-12-31 5,598 $264,000 5,598
   Allegheny Financial Group LTD 179 - 2023-12-31 5,541 $254,000 21
   BUCKINGHAM ASSET MANAGEMENT, LLC 628 - 2023-12-31 5,347 $246,000 5,347
   FMR LLC 2914 - 2023-12-31 3,125 $144,000 415
   NISA INVESTMENT ADVISORS L L C - 2024-03-31 2,935 $132,000 390
   Smartleaf Asset Management LLC - 2024-03-31 2,777 $129,000 175
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1729 - 2023-12-31 584 $27,000 30
  78 Records found
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