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Disclosery

WSFS WSFS FINL CORP

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COM (common), issuer CIK 828944

308 managers (315 13F filers) reported a position in WSFS shares at 2025-12-31, 48,607,278 shares in all. 40 filers opened a position and 23 filers sold out during the quarter.

Managers
308
13F filers
315
New
40
Added
99
Reduced
115
Sold out
23
Shares held by filers
48,607,278

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CAPTRUST FINANCIAL ADVISORS4,357$241K<0.01%+51013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,326$239K0.01%+2413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,310$238K<0.01%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC4,283$237K0.01%new13F-HRTimelineGroup
Weiss Asset Management LPin group Weiss Asset Management LP4,257$235K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Prosperity Advisers, LLC4,112$227K0.19%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,101$227K<0.01%013F-HRTimelineGroup
Lansing Street Advisors4,081$225K0.06%+1313F-HRTimeline
Ensign Peak Advisors, Inc4,057$224K<0.01%-8,15013F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.3,998$221K0.02%-413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,914$216K<0.01%-55213F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,867$214K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,845$212K<0.01%013F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding3,717$205KnewTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC3,844$203K<0.01%-7,54013F-HRTimeline
Cambridge Investment Research Advisors,…3,666$203K<0.01%-43513F-HRTimeline
CIBC Asset Management Inc3,670$203K<0.01%-19913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,645$201K<0.01%-14513F-HRTimelineGroup
Smartleaf Asset Management LLC3,534$197K0.01%+27113F-HRTimeline
Farther Finance Advisors, LLC3,276$181K<0.01%-44613F-HRTimeline
Sterling Capital Management LLC3,231$178K<0.01%-64713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,194$176K<0.01%+3,17813F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,019$167K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,995$165K<0.01%-12213F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC2,880$159K<0.01%+6313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,683$148K<0.01%-1,18413F-HRTimelineGroup
LSV ASSET MANAGEMENT2,400$133K<0.01%013F-HRTimeline
GAMMA Investing LLC1,995$110K0.01%+5613F-HRTimeline
Caitong International Asset Management …1,924$106K0.03%new13F-HR/ATimeline
Aquatic Capital Management LLC1,919$106K<0.01%-6,72713F-HRTimeline
KBC Group NVin group KBC Group NV1,913$106K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,869$103K<0.01%+1,16613F-HRTimeline
Parkside Financial Bank & Trust1,598$88.3K0.01%+16313F-HRTimeline
POM Investment Strategies, LLC1,506$83.2K0.04%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,500$82.9K0.01%013F-HRTimeline
Seneschal Advisors, LLC1,450$80.1K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,338$73.9K<0.01%-1,55113F-HRTimelineGroup
New Age Alpha Advisors, LLC1,335$73.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,148$63.4K<0.01%+22113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp1,000$55.2K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc916$50.6K<0.01%+5613F-HRTimeline
Key Financial Inc851$47K0.01%-17913F-HRTimeline
FIRST HORIZON CORP817$45.1K<0.01%+23413F-HRTimeline
Clearstead Advisors, LLC781$43.1K<0.01%+48913F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…754$41.7K<0.01%+1213F-HRTimeline
VSM Wealth Advisory, LLC750$41.4K0.01%013F-HRTimeline
Essential Partners LLC694$38.3K0.01%+26313F-HRTimeline
Torren Management, LLC635$35.1K0.02%13F-HRTimeline
NewEdge Advisors, LLC606$33.5K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…551$30.5K<0.01%-11913F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP436$24.1K<0.01%+313F-HRTimelineGroup
Kemnay Advisory Services Inc.435$24K<0.01%new13F-HRTimeline
Costello Asset Management, INC430$23.8K0.01%013F-HRTimeline
IFP Advisors, Inc410$22.6K<0.01%+26413F-HRTimeline
Salomon & Ludwin, LLC360$20.4K<0.01%+30713F-HRTimeline
Covestor Ltd370$20K0.01%+36713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC343$20K<0.01%-20,55113F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.316$17K<0.01%-513F-HRTimeline
Versant Capital Management, Inc280$15.5K<0.01%013F-HRTimeline
UMB Bank, n.a.256$14.1K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parallel Advisors, LLC251$13.9K<0.01%013F-HRTimeline
Allworth Financial LP251$13.9K<0.01%+15013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…241$13.3K<0.01%-913F-HRTimelineGroup
Root Financial Partners, LLC224$12.4K<0.01%+4613F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$11K<0.01%+8813F-HRTimeline
Private Wealth Management Group, LLC115$6.35K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO113$6.24K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA109$6.02K<0.01%013F-HRTimeline
Bare Financial Services, Inc106$5.86K<0.01%+1613F-HRTimeline
DANSKE BANK A/S100$5.52K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.95$5.25K<0.01%-16413F-HRTimelineGroup
Quarry LP84$4.64K<0.01%-72913F-HRTimeline
Arax Advisory Partners78$4.31K<0.01%-1,22313F-HRTimeline
WPG Advisers, LLC63$3.48K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC60$3.41K<0.01%new13F-HRTimeline
MAI Capital Management54$2.98K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.52$2.85K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC43$2.38K<0.01%+1713F-HRTimeline
N.E.W. Advisory Services LLC36$1.99K<0.01%013F-HRTimeline
True Wealth Design, LLC36$1.99K<0.01%+813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$1.93K<0.01%-313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB33$1.82K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC31$1.71K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…30$1.66K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…27$1.49K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC27$1.49K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC23$1.27K<0.01%+313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…22$1.22K<0.01%+1213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP22$1.22K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC22$1.22K<0.01%+513F-HRTimeline
Brandywine Financial Group21$1.16K<0.01%13F-HRTimeline
CBIZ Investment Advisory Services, LLC16$901<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.12$663<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC12$663<0.01%+113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9$499<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.9$498<0.01%+113F-HRTimeline
North Star Investment Management Corp.9$497<0.01%new13F-HRTimeline
Larson Financial Group LLC9$497<0.01%+513F-HRTimeline
OPTIMA CAPITAL LLC9$497<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC7$387<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC6$331<0.01%+213F-HRTimeline
HFM Investment Advisors, LLC5$277<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4$221<0.01%new13F-HRTimeline
Abound Wealth Management4$221<0.01%013F-HRTimeline
Dunhill Financial, LLC1$63<0.01%new13F-HRTimeline
Manchester Capital Management LLC1$56<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$56<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1$56<0.01%13F-HRTimeline