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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

289 managers (295 13F filers) reported a position in WSFS shares at 2025-09-30, 51,822,344 shares in all. 38 filers opened a position and 28 filers sold out during the quarter.

Managers
289
13F filers
295
New
38
Added
86
Reduced
107
Sold out
28
Shares held by filers
51,822,344

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
STEPHENS INC /AR/in group Stephens Investment Managemen…4,101$221K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,867$221K<0.01%-2213F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,101$221K<0.01%+20613F-HRTimeline
Lansing Street Advisors4,068$219K0.06%+1213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,002$216K0.03%-3613F-HRTimeline
Sterling Capital Management LLC3,878$209K<0.01%+2,31013F-HRTimeline
CIBC Asset Management Inc3,869$209K<0.01%-12313F-HRTimeline
Crossmark Global Holdings, Inc.3,867$209K<0.01%-7113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,847$207K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,845$207K<0.01%+42213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,790$204K<0.01%-5,31613F-HRTimelineGroup
Farther Finance Advisors, LLC3,722$201K<0.01%+2,47213F-HRTimeline
Point72 (DIFC) Ltd3,598$194K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC3,263$177K0.01%+21813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,117$168K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,114$168K<0.01%+2,19413F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,019$163K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,889$156K<0.01%-5,57813F-HRTimelineGroup
Hamilton Capital Partners Inc.2,826$152K0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,817$152K<0.01%+20313F-HRTimeline
LSV ASSET MANAGEMENT2,400$129K<0.01%new13F-HRTimeline
GAMMA Investing LLC1,939$105K0.01%+24413F-HRTimeline
KBC Group NVin group KBC Group NV1,913$103K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC1,506$81.2K0.04%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,500$80.9K0.01%013F-HRTimeline
Seneschal Advisors, LLC1,450$78.2K0.06%new13F-HRTimeline
Parkside Financial Bank & Trust1,435$77.4K0.01%-213F-HRTimeline
Arax Advisory Partners1,301$70.2K<0.01%+1,29113F-HRTimeline
Key Financial Inc1,030$55.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,000$53.9K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…927$50K<0.01%-4513F-HRTimelineGroup
AdvisorNet Financial, Inc860$46.4K<0.01%013F-HRTimeline
Quarry LP813$43.8K0.01%+50013F-HRTimeline
VSM Wealth Advisory, LLC750$40.4K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…742$40K<0.01%+2113F-HRTimeline
Global Retirement Partners, LLC703$37.9K<0.01%-1113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…670$36.2K<0.01%new13F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …614$33K<0.01%-2013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.600$32.4K0.03%013F-HRTimeline
FIRST HORIZON CORP583$31.4K<0.01%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD470$25.3K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP433$23.9K<0.01%+32813F-HRTimelineGroup
Essential Partners LLC431$23.2K0.01%+42713F-HRTimeline
Costello Asset Management, INC430$23.2K0.01%013F-HRTimeline
Wealthspire Advisors, LLC320$17.3K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.321$17K<0.01%+213F-HRTimeline
Clearstead Advisors, LLC292$15.7K<0.01%-32413F-HRTimeline
Versant Capital Management, Inc280$15.1K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.259$14K<0.01%+11213F-HRTimelineGroup
Parallel Advisors, LLC251$13.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…250$13.5K<0.01%+5113F-HRTimelineGroup
UMB Bank, n.a.238$12.8K<0.01%+4213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC178$9.6K<0.01%new13F-HRTimeline
IFP Advisors, Inc146$7.87K<0.01%+1813F-HR/ATimeline
Hemington Wealth Management133$7K<0.01%+513F-HRTimeline
Aster Capital Management (DIFC) Ltd118$6.36K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC115$6.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC112$6.04K<0.01%-1813F-HRTimeline
PRIVATE TRUST CO NA109$5.88K<0.01%+1913F-HRTimeline
Allworth Financial LP101$5.45K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$5.39K<0.01%013F-HR/ATimeline
Bare Financial Services, Inc90$4.85K<0.01%013F-HRTimeline
WPG Advisers, LLC62$3.34K<0.01%-1613F-HRTimeline
Salomon & Ludwin, LLC53$2.86K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.51$2.77K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…38$2.05K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC36$1.94K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB33$1.78K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC31$1.67K<0.01%new13F-HRTimeline
True Wealth Design, LLC28$1.51K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC26$1.4K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC20$1.08K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC17$917<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$863<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.12$700<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC11$593<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…10$540<0.01%-17613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9$485<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.8$432<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC6$320<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC5$270<0.01%-113F-HRTimeline
Larson Financial Group LLC4$216<0.01%-613F-HRTimeline
Abound Wealth Management4$216<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC4$215<0.01%+113F-HRTimeline
Manchester Capital Management LLC1$54<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$54<0.01%013F-HRTimeline
Cloud Capital Management, LLC8$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd3$00%-21113F-HRTimelineValue filed as zero, left out of ratios.
Siena Capital Partners GP, LLC0$00%-43,81913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.