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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

248 managers (252 13F filers) reported a position in WSFS shares at 2024-12-31, 53,849,703 shares in all. 21 filers opened a position and 38 filers sold out during the quarter.

Managers
248
13F filers
252
New
21
Added
81
Reduced
83
Sold out
38
Shares held by filers
53,849,703

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Clearstead Advisors, LLC349$18.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc280$14.9K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.269$14K<0.01%+3713F-HRTimeline
Parallel Advisors, LLC251$13.3K<0.01%013F-HRTimeline
Arax Advisory Partners204$10.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust197$10.5K<0.01%+5313F-HRTimeline
Steward Partners Investment Advisory, L…171$9.09K<0.01%+3013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…168$8.93K<0.01%013F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd164$8.71K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…160$8.5K<0.01%-16713F-HRTimelineGroup
First Horizon Advisors, Inc.152$8.07K<0.01%013F-HRTimeline
UMB Bank, n.a.150$7.97K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…117$6.28K<0.01%-8013F-HRTimeline
Private Wealth Management Group, LLC115$6.11K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC108$5.72K<0.01%+113F-HRTimeline
Caitong International Asset Management …101$5.37K0.01%13F-HR/ATimeline
DANSKE BANK A/S100$5.31K<0.01%-60013F-HRTimeline
Hemington Wealth Management97$5K<0.01%+1213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK94$4.99K<0.01%+8513F-HRTimelineGroup
PRIVATE TRUST CO NA90$4.78K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC90$4.78K<0.01%013F-HRTimeline
Lindbrook Capital, LLC78$4.14K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75$3.98K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC60$3.19K<0.01%013F-HRTimeline
Truvestments Capital LLC58$3.08K<0.01%013F-HRTimeline
WPG Advisers, LLC58$3.08K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.51$2.71K<0.01%-1213F-HRTimeline
MAI Capital Management50$2.66K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…43$2.29K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC40$2.13K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC38$2.02K<0.01%-113F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$1.75K<0.01%013F-HRTimeline
Riverview Trust Co21$1.12K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.21$1.12K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC19$1.01K<0.01%new13F-HRTimeline
Covestor Ltd18$1K<0.01%+1013F-HRTimeline
Hexagon Capital Partners LLC17$903<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$850<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.12$638<0.01%013F-HRTimeline
SJS Investment Consulting Inc.11$585<0.01%-213F-HRTimeline
Brooklyn Investment Group9$479<0.01%new13F-HRTimeline
Larson Financial Group LLC9$478<0.01%013F-HRTimeline
Continuum Advisory, LLC8$425<0.01%013F-HRTimeline
IFP Advisors, Inc0$425<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Global Financial Private Client, LLC4$213<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$106<0.01%13F-HRTimeline
Manchester Capital Management LLC1$54<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$54<0.01%013F-HRTimeline