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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

282 managers (287 13F filers) reported a position in WSFS shares at 2025-06-30, 51,310,621 shares in all. 37 filers opened a position and 16 filers sold out during the quarter.

Managers
282
13F filers
287
New
37
Added
80
Reduced
108
Sold out
16
Shares held by filers
51,310,621

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Crossmark Global Holdings, Inc.3,938$217K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…3,895$214K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,889$214K<0.01%+77013F-HR/ATimelineGroup
MACKENZIE FINANCIAL CORP3,700$204K<0.01%new13F-HRTimeline
Jain Global LLC3,700$204K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,423$188K<0.01%+61013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,117$171K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC3,045$168K0.01%-39613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,019$166K0.03%013F-HRTimeline
Hamilton Capital Partners Inc.2,826$155K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,614$144K<0.01%-1113F-HRTimeline
KBC Group NVin group KBC Group NV1,913$105K<0.01%-1,16813F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.1,711$94.1K<0.01%-247,03813F-HRTimeline
GAMMA Investing LLC1,695$93.2K0.01%-34313F-HRTimeline
Sterling Capital Management LLC1,568$86.2K<0.01%+55813F-HR/ATimeline
POM Investment Strategies, LLC1,506$82.8K0.06%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,500$82.5K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1,437$79K0.01%+21213F-HRTimeline
Farther Finance Advisors, LLC1,250$68.8K<0.01%+1,07613F-HRTimeline
Key Financial Inc1,030$56.6K0.01%+5013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,000$55K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…972$53.5K<0.01%+70613F-HRTimelineGroup
CWM, LLCin group CWM, LLC920$51K<0.01%+21913F-HRTimelineGroup
Brooklyn Investment Group881$48.5K0.01%+84413F-HR/ATimeline
AdvisorNet Financial, Inc860$47.3K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC750$41.2K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…721$39.7K<0.01%-3413F-HRTimeline
Global Retirement Partners, LLC714$39.3K<0.01%13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …634$35K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC616$33.9K<0.01%+26713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.600$33K0.03%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD470$25.9K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC430$23.6K0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.319$18K<0.01%-4413F-HRTimeline
Quarry LP313$17.2K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC289$15.9K<0.01%+18113F-HRTimeline
Versant Capital Management, Inc280$15.4K<0.01%-25213F-HRTimeline
Parallel Advisors, LLC251$13.8K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC249$13.8K<0.01%new13F-HRTimeline
Covestor Ltd214$11K0.01%+1713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…199$10.9K<0.01%-5113F-HRTimelineGroup
UMB Bank, n.a.196$10.8K<0.01%-6613F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…186$10.2K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.152$8.36K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.147$8.09K<0.01%-2313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC130$7.15K<0.01%+2013F-HRTimeline
IFP Advisors, Inc128$7.04K<0.01%new13F-HRTimeline
Hemington Wealth Management128$7K<0.01%+313F-HRTimeline
Private Wealth Management Group, LLC115$6.33K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105$5.78K<0.01%+3013F-HRTimelineGroup
DANSKE BANK A/S100$5.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA90$4.95K<0.01%013F-HRTimeline
Bare Financial Services, Inc90$4.95K<0.01%+6213F-HRTimeline
WPG Advisers, LLC78$4.29K<0.01%-213F-HRTimeline
MAI Capital Management66$3.63K<0.01%+1613F-HRTimeline
Truvestments Capital LLC58$3.19K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.51$2.82K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…51$2.81K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$2.09K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC36$1.98K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$1.81K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.30$1.65K<0.01%-6013F-HRTimeline
True Wealth Design, LLC28$1.54K<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC26$1.43K<0.01%-2313F-HRTimeline
Steward Partners Investment Advisory, L…20$1.1K<0.01%-16813F-HRTimeline
Rialto Wealth Management, LLC19$1.04K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC17$935<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$880<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.12$660<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC11$605<0.01%013F-HRTimeline
Arax Advisory Partners10$550<0.01%013F-HRTimeline
Larson Financial Group LLC10$550<0.01%-1313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9$495<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.8$440<0.01%-613F-HRTimeline
HFM Investment Advisors, LLC6$330<0.01%+413F-HRTimeline
Abound Wealth Management4$220<0.01%013F-HRTimeline
Essential Partners LLC4$220<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC3$165<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$110<0.01%013F-HRTimeline
Manchester Capital Management LLC1$55<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$55<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.