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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  
Free Registration Required For Full Results

            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
   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
   CHAMPLAIN INVESTMENT PARTNERS LLC 104 - 2023-12-31 1,133,191 $52,047,000 -67,166
   COOKE & BIELER LP 79 - 2023-12-31 1,023,909 $47,028,000 -19,670
   PZENA INVESTMENT MANAGEMENT LLC - 2024-03-31 932,721 $42,103,000 -70,726
   NORTHERN TRUST CORP 1148 - 2023-12-31 891,947 $40,967,000 -20,420
   PALISADE CAPITAL MANAGEMENT LLC/NJ 24 - 2023-12-31 821,792 $37,745,000 -73,985
   MANUFACTURERES LIFE INSURANCE CO 447 - 2023-12-31 753,980 $34,630,000 -58,006
   BANK OF NEW YORK MELLON CORP 1431 - 2024-03-31 566,589 $25,576,000 -20,755
   FRONTIER CAPITAL MANAGEMENT CO LLC 149 - 2023-12-31 521,911 $23,971,000 -8,288
   JENNISON ASSOCIATES LLC - 2024-03-31 346,227 $15,629,000 -186,833
   EARNEST PARTNERS LLC 181 - 2023-12-31 334,246 $15,352,000 -22,915
   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
   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
   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
   Assenagon Asset Management S.A. 557 - 2024-03-31 123,639 $5,581,000 -81,386
   Swiss National Bank 1245 - 2023-12-31 120,340 $5,527,000 -14,700
   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
   CREDIT SUISSE/ 1394 - 2023-12-31 94,635 $4,347,000 -26,466
   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 290 - 2024-03-31 63,735 $2,877,000 -635
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1180 - 2023-12-31 50,395 $2,313,000 -1,819
   BRYN MAWR TRUST CO/PA 157 - 2023-09-30 55,865 $2,039,000 -5,431
   SEI INVESTMENTS CO 1643 - 2023-12-31 39,913 $1,833,000 -809
   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
   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
   Qube Research & Technologies Ltd 1452 - 2023-12-31 31,314 $1,438,000 -1,117
   Louisiana State Employees Retirement System 751 - 2024-03-31 30,000 $1,354,000 -400
   JANUS HENDERSON GROUP PLC 1478 - 2023-12-31 28,431 $1,307,000 -482,861
   Private Advisor Group LLC - 2024-03-31 28,873 $1,303,000 -210
   Keeley-Teton Advisors LLC 192 - 2023-12-31 27,882 $1,281,000 -575
   YOUSIF CAPITAL MANAGEMENT LLC 1079 - 2024-03-31 27,244 $1,230,000 -2,763
   PNC FINANCIAL SERVICES GROUP INC 1062 - 2023-12-31 25,936 $1,191,000 -2,205
   CITADEL ADVISORS LLC 2827 - 2023-12-31 24,279 $1,115,000 -137,009
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1520 - 2024-03-31 27,342 $1,035,000 -538
   COMMONWEALTH EQUITY SERVICES LLC. 2265 - 2024-03-31 21,012 $948,000 -459
   Maryland State Retirement & Pension System 710 - 2024-03-31 21,814 $917,000 -259
   STIFEL FINANCIAL CORP 2219 - 2023-12-31 18,954 $871,000 -38,679
   AMALGAMATED BANK 1110 - 2024-03-31 18,858 $851,000 -4,043
   BALYASNY ASSET MANAGEMENT LLC 1243 - 2023-12-31 17,569 $807,000 -779
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 17,068 $784,000 -428
   NORTH STAR ASSET MANAGEMENT INC 175 - 2023-12-31 16,790 $771,000 -14,311
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 992 - 2024-03-31 16,193 $731,000 -1,600
   ExodusPoint Capital Management LP 885 - 2023-12-31 14,550 $668,000 -46,455
   HRT FINANCIAL LLC 1128 - 2023-12-31 14,047 $645,000 -31,708
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1115 - 2023-12-31 13,105 $602,000 -27,715
   HAVERFORD TRUST CO - 2024-03-31 13,307 $601,000 -3,000
   Mill Creek Capital Advisors LLC 148 - 2023-12-31 11,495 $528,000 -3,148
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2024-03-31 10,430 $471,000 -200
   JANNEY MONTGOMERY SCOTT LLC 2124 - 2024-03-31 8,976 $405,000 -11,622
   Advisor Group Holdings Inc. 3339 - 2023-12-31 8,582 $394,000 -1,479
   ALPS ADVISERS INC 688 - 2023-12-31 8,486 $390,000 -484
   WESTOVER CAPITAL ADVISORS, LLC - 2024-03-31 6,295 $284,000 -346
   BB&T CORP 2301 - 2023-12-31 6,057 $278,000 -50
   Forum Financial Management LP 485 - 2023-12-31 6,033 $277,000 -328
   Edgestream Partners L.P. 745 - 2023-12-31 5,721 $263,000 -11,566
   PICTET ASSET MANAGEMENT SA 1674 - 2023-06-30 5,760 $217,000 -1,465
   FIXED INCOME SECURITIES INC 1108 - 2023-12-31 4,458 $205,000 -5,740
   US BANCORP 2214 - 2023-12-31 2,813 $129,000 -120
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1676 - 2023-12-31 2,780 $128,000 -2,720
   McClarren Financial Advisors Inc. 90 - 2024-03-31 46 $114,000 -2,474
   FTB Advisors Inc. 853 - 2024-03-31 1,363 $62,000 -182
   Covestor Ltd 816 - 2023-12-31 1,179 $54,000 -1
   Global Retirement Partners LLC 1497 - 2024-03-31 859 $39,000 -67
   GAMMA Investing LLC 1286 - 2024-03-31 728 $33,000 -492
   CWM LLC 3413 - 2024-03-31 180 $8,000 -36
   Eagle Bay Advisors LLC 663 - 2023-12-31 92 $4,000 -757
   MASSMUTUAL TRUST CO FSB/ADV 1665 - 2024-03-31 21 $1,000 -4
  80 Records found
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