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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

260 managers (265 13F filers) reported a position in WSFS shares at 2025-03-31, 53,291,810 shares in all. 31 filers opened a position and 18 filers sold out during the quarter.

Managers
260
13F filers
265
New
31
Added
83
Reduced
95
Sold out
18
Shares held by filers
53,291,810

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
AdvisorNet Financial, Inc860$44.6K<0.01%-9013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…755$39.2K<0.01%+2913F-HRTimeline
VSM Wealth Advisory, LLC750$38.9K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC701$36K<0.01%+29513F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.600$31.1K0.03%013F-HRTimeline
Versant Capital Management, Inc532$27.6K<0.01%+25213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD470$24.4K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC430$22.3K0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.363$19K<0.01%+9413F-HRTimeline
Clearstead Advisors, LLC349$18.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…266$13.8K<0.01%+10613F-HRTimelineGroup
UMB Bank, n.a.262$13.6K<0.01%+11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC251$13K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…250$13K<0.01%+8213F-HRTimelineGroup
Covestor Ltd197$10K0.01%+17913F-HRTimeline
Steward Partners Investment Advisory, L…188$9.75K<0.01%+1713F-HRTimeline
Farther Finance Advisors, LLC174$9.07K<0.01%-39813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC170$8.82K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.170$8.82K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.152$7.88K<0.01%013F-HRTimeline
Hemington Wealth Management125$6K<0.01%+2813F-HRTimeline
Private Wealth Management Group, LLC115$5.97K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC110$5.71K<0.01%+5013F-HRTimeline
CBIZ Investment Advisory Services, LLC108$5.6K<0.01%013F-HR/ATimeline
DANSKE BANK A/S100$5.19K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC90$4.67K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA90$4.67K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.90$4.67K<0.01%+6913F-HRTimeline
WPG Advisers, LLC80$4.15K<0.01%+2213F-HRTimeline
Lindbrook Capital, LLC78$4.05K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP75$3.88K<0.01%013F-HR/ATimelineGroup
Truvestments Capital LLC58$3.01K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.51$2.65K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…51$2.65K<0.01%new13F-HRTimeline
MAI Capital Management50$2.59K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC49$2.54K<0.01%+913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$1.97K<0.01%-513F-HRTimelineGroup
Brooklyn Investment Group37$1.92K<0.01%+2813F-HRTimeline
N.E.W. Advisory Services LLC36$1.87K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$1.71K<0.01%013F-HRTimeline
True Wealth Design, LLC29$1.5K<0.01%new13F-HRTimeline
Bare Financial Services, Inc28$1.45K<0.01%new13F-HRTimeline
Larson Financial Group LLC23$1.19K<0.01%+1413F-HRTimeline
Stephens Consulting, LLC20$1.04K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC17$882<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$830<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.14$727<0.01%+313F-HRTimeline
DiNuzzo Private Wealth, Inc.12$623<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC11$571<0.01%new13F-HRTimeline
Arax Advisory Partners10$519<0.01%-19413F-HRTimeline
Global Financial Private Client, LLC10$519<0.01%+613F-HRTimeline
Hughes Financial Services, LLC9$469<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9$467<0.01%-8513F-HRTimelineGroup
Abound Wealth Management4$208<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$155<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$104<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$104<0.01%13F-HRTimeline
Manchester Capital Management LLC1$52<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$52<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-11713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • THOMPSON MICHAEL reported holdings of WSFS shares in a Form 3 filed 2026-10-14. 0001434741-26-000005

    Accepted , ingested