WSFS FinancialWSFS
13F holders, Q3 2024 (September 30)265holders +32
44new positions
12sold out
3famous investors
$51.04avg. 13F price*
At the end of Q3 2024, 265 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 32 from Q2 2024. 44 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($442.2M), Vanguard Group Inc. ($357.9M) and Dimensional Fund Advisors LP ($199.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $29.0M |
| Exits | 12 | $7.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,725,423 shares bought and 2,049,163 shares sold, net −323,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| BlackRock, Inc. | 0.01% | — | 8,672,076 | $442.2M |
| Vanguard Group Inc. | 0.01% | Reduce -1.8% | 7,019,682 | $357.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +0.0% | 3,904,017 | $199.1M |
| State Street Corp. | 0.01% | Add +3.0% | 3,030,372 | $154.5M |
| Franklin Resources Inc. | 0.04% | Reduce -8.2% | 2,782,098 | $142.8M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Reduce -2.5% | 2,293,280 | $116.9M |
| Macquarie Group Ltd. | 0.09% | Reduce -2.2% | 1,694,133 | $86.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 1,422,616 | $72.6M |
| Champlain Investment Partners, LLC | 0.40% | Add +1.1% | 1,299,998 | $66.3M |
| Bank of America Corp. | 0.00% | Add +0.6% | 1,004,194 | $51.2M |
| Invesco Ltd. | 0.01% | Add +4.9% | 960,567 | $49.0M |
| American Century Companies Inc. | 0.03% | Add +3.5% | 908,428 | $46.3M |
| Brown Advisory Inc. | 0.05% | Add +1.7% | 845,859 | $43.1M |
| Pzena Investment Management LLC | 0.13% | Reduce -9.3% | 816,470 | $41.6M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 799,792 | $40.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.9% | 798,354 | $40.7M |
| Cooke & Bieler LP | 0.36% | Reduce -19.6% | 771,353 | $39.3M |
| Palisade Capital Management, LP | 1.17% | Reduce -5.8% | 762,869 | $38.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.2% | 720,934 | $36.8M |
| Frontier Capital Management Co. LLC | 0.32% | Add +28.0% | 670,156 | $34.2M |
| Aberdeen Group plc | 0.06% | Add +1.0% | 620,808 | $31.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -4.0% | 600,348 | $30.6M |
| Morgan Stanley | 0.00% | Add +30.4% | 529,875 | $27.0M |
| Norges Bank | 0.00% | Reduce -3.6% | 493,594 | $25.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.3% | 491,991 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +67.8% | 469,718 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 411,746 | $21.0M |
| Jennison Associates LLC | 0.01% | Reduce -27.0% | 359,212 | $18.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -6.8% | 306,339 | $15.6M |
| Earnest Partners LLC | 0.07% | Reduce -3.6% | 299,965 | $15.3M |
| Eagle Asset Management Inc. | 0.07% | Add +1.5% | 255,452 | $14.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -10.2% | 242,765 | $12.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -17.9% | 232,970 | $11.9M |
| Clearbridge Investments, LLC | 0.01% | New | 230,172 | $11.7M |
| Wells Fargo & Company | 0.00% | Reduce -4.3% | 226,849 | $11.6M |
| Fisher Asset Management | 0.00% | Add +20.1% | 220,000 | $11.2M |
| Wellington Management Group LLP | 0.00% | Reduce -1.1% | 215,759 | $11.0M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -2.5% | 205,936 | $10.5M |
| Royal Bank of Canada | 0.00% | Add +130.5% | 204,639 | $10.4M |
| Rhumbline Advisers | 0.01% | Reduce -5.2% | 178,404 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 178,314 | $9.1M |
| Legal & General Group Plc | 0.00% | Reduce -2.6% | 163,395 | $8.3M |
| Renaissance Technologies | 0.01% | Reduce -22.3% | 161,955 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.8% | 154,226 | $7.9M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -37.5% | 150,091 | $7.7M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -13.2% | 130,759 | $6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.7% | 127,468 | $6.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.9% | 126,882 | $6.5M |
| Public Sector Pension Investment Board | 0.03% | Reduce -4.9% | 125,702 | $6.4M |
| Barclays PLC | 0.00% | Add +110.8% | 120,397 | $6.1M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 117,340 | $6.0M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -0.4% | 117,217 | $6.0M |
| Jane Street Group, LLC | 0.01% | Add +47.9% | 114,154 | $5.8M |
| Citigroup Inc. | 0.01% | Add +17.8% | 105,232 | $5.4M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -2.6% | 98,063 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -11.0% | 96,216 | $4.9M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 88,681 | $4.5M |
| Raymond James & Associates | 0.00% | Reduce -22.5% | 84,878 | $4.3M |
| Royce & Associates LP | 0.04% | Add +247.4% | 78,168 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -61.4% | 78,151 | $4.0M |
| Wedge Capital Management L L P | 0.06% | Reduce -17.3% | 68,107 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +11.0% | 67,453 | $3.4M |
| Aristotle Capital Boston, LLC | 0.11% | Reduce -22.7% | 63,484 | $3.2M |
| Millennium Management | 0.00% | Add +171.6% | 62,250 | $3.2M |
| Great Lakes Advisors, LLC | 0.03% | No change | 60,595 | $3.1M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +18.0% | 57,558 | $2.9M |
| California State Teachers Retirement System | 0.00% | Reduce -3.4% | 56,775 | $2.9M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -3.0% | 54,975 | $2.8M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -28.2% | 54,779 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.9% | 51,622 | $2.6M |
| UBS Group AG | 0.00% | Add +15.2% | 48,354 | $2.5M |
| Comerica Bank | 0.01% | Reduce -2.5% | 46,434 | $2.4M |
| Edgestream Partners, L.P. | 0.10% | New | 44,914 | $2.3M |
| Siena Capital Partners GP, LLC | 0.64% | No change | 43,819 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.8% | 39,706 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -48.0% | 38,701 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -1.8% | 38,555 | $2.0M |
| Victory Capital Management Inc. | 0.00% | Add +30.6% | 36,773 | $1.9M |
| Sei Investments Co. | 0.00% | Reduce -26.4% | 35,575 | $1.8M |
| Corbyn Investment Management Inc. | 0.78% | No change | 34,651 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +28.3% | 34,582 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +38.8% | 34,241 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +3.9% | 34,010 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.4% | 33,949 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.1% | 33,823 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.2% | 33,144 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +6.1% | 32,648 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -6.8% | 32,641 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | New | 32,614 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.8% | 32,383 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.48% | Add +29.0% | 31,833 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.4% | 31,232 | $1.6M |
| Keeley-Teton Advisors, LLC | 0.17% | No change | 30,642 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -5.0% | 28,700 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.7% | 28,655 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,121 | $1.4M |
| Assenagon Asset Management S.A. | 0.00% | New | 27,683 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | New | 26,600 | $1.4M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -16.7% | 25,000 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -3.9% | 24,740 | $1.3M |
| ProShare Advisors LLC | 0.00% | Add +165.6% | 24,680 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +95.1% | 23,926 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.5% | 22,937 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.5% | 22,923 | $1.2M |
| HRT Financial LP | 0.01% | New | 22,754 | $1.2M |
| Salzhauer Michael | 0.69% | No change | 21,309 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $1.1M |
| LPL Financial LLC | 0.00% | Add +29.5% | 20,803 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -4.5% | 20,015 | $1.0M |
| Bessemer Group Inc. | 0.00% | Add +13.7% | 19,735 | $1.0M |
| Engineers Gate Manager LP | 0.02% | Reduce -41.7% | 19,281 | $983K |
| Weiss Asset Management LP | 0.03% | New | 18,278 | $932K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,430 | $889K |
| Amalgamated Bank | 0.01% | Reduce -5.1% | 17,417 | $888K |
| Stifel Financial Corp. | 0.00% | Reduce -2.9% | 17,334 | $884K |
| Arizona State Retirement System | 0.01% | Add +2.5% | 17,304 | $882K |
| Lountzis Asset Management, LLC | 0.36% | Reduce -10.5% | 17,000 | $867K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -45.3% | 15,873 | $809K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 15,525 | $792K |
| Sanctuary Advisors, LLC | 0.00% | Add +100.8% | 12,879 | $779K |
| Intech Investment Management LLC | 0.01% | New | 15,222 | $776K |
| Teacher Retirement System of Texas | 0.00% | Add +1.5% | 14,475 | $738K |
| Mill Creek Capital Advisors, LLC | 0.02% | New | 14,085 | $718K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -4.1% | 14,003 | $714K |
| Los Angeles Capital Management LLC | 0.00% | Add +73.6% | 13,560 | $691K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.9% | 13,340 | $680K |
| Diversified Trust Co. | 0.02% | Add +12.5% | 12,807 | $653K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.2% | 12,669 | $646K |
| Handelsbanken Fonder AB | 0.00% | Add +9.8% | 12,305 | $627K |
| Marshall Financial Group Inc. | 0.19% | No change | 12,075 | $616K |
| Lokken Investment Group LLC | 0.25% | Add +0.0% | 11,989 | $611K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,886 | $606K |
| Equitable Holdings, Inc. | 0.01% | Add +0.2% | 11,362 | $579K |
| Henshaw Capital LLC | 0.02% | No change | 11,097 | $566K |
| Haverford Trust Co | 0.01% | Reduce -18.0% | 10,907 | $556K |
| Natixis Advisors, LLC | 0.00% | Reduce -0.7% | 10,820 | $552K |
| &partners | 0.01% | New | 10,682 | $545K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,672 | $544K |
| First Hawaiian Bank | 0.02% | Reduce -0.2% | 10,480 | $534K |
| Advantage Alpha Capital Partners LP | 0.11% | Add +18.0% | 9,465 | $483K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.3% | 9,447 | $482K |
| Glenmede Trust Co. NA | 0.00% | Add +21.0% | 9,285 | $473K |
| Ironwood Investment Management LLC | 0.23% | No change | 9,270 | $473K |
| Versor Investments LP | 0.07% | Reduce -38.9% | 9,100 | $464K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -9.8% | 8,915 | $455K |
| Centiva Capital, LP | 0.02% | New | 8,649 | $441K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,606 | $439K |
| Two Sigma Securities, LLC | 0.03% | Add +67.7% | 8,540 | $435K |
| Brevan Howard Capital Management LP | 0.02% | New | 8,006 | $408K |
| FineMark National Bank & Trust | 0.01% | No change | 7,932 | $404K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 7,745 | $395K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -66.6% | 7,720 | $394K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 7,657 | $390K |
| HSBC Holdings PLC | 0.00% | Reduce -43.0% | 7,482 | $381K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.1% | 7,378 | $376K |
| Praxis Investment Management Inc. | 0.02% | No change | 7,320 | $373K |
| Paloma Partners Management Co | 0.03% | New | 7,185 | $366K |
| Sherbrooke Park Advisers LLC | 0.08% | New | 6,830 | $348K |
| Occudo Quantitative Strategies LP | 0.06% | New | 6,789 | $346K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 6,722 | $343K |
| AlphaMark Advisors, LLC | 0.11% | Reduce -7.7% | 6,470 | $330K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 6,420 | $327K |
| STRS Ohio | 0.00% | No change | 6,300 | $321K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -0.5% | 6,185 | $315K |
| Bank of Montreal | 0.00% | Add +4.2% | 6,239 | $313K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -28.4% | 6,098 | $311K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 6,046 | $308K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,027 | $307K |
| Profund Advisors LLC | 0.01% | Add +9.2% | 5,759 | $294K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 5,442 | $278K |
| North Star Asset Management Inc. | 0.01% | Reduce -25.8% | 5,381 | $274K |
| Cerity Partners LLC | 0.00% | New | 5,358 | $273K |
| State of Wisconsin Investment Board | 0.00% | Add +7.9% | 5,320 | $271K |
| Truist Financial Corp. | 0.00% | Reduce -9.2% | 5,156 | $263K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 5,090 | $258K |
| Allegheny Financial Group | 0.06% | Add +0.3% | 5,056 | $258K |
| Keybank National Association | 0.00% | Reduce -25.8% | 4,897 | $250K |
| Lido Advisors, LLC | 0.00% | New | 4,727 | $241K |
| LMR Partners LLP | 0.01% | New | 4,645 | $237K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 4,615 | $235K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -37.6% | 4,522 | $231K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $229K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,492 | $229K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.2% | 4,472 | $229K |
| Focus Partners Wealth | 0.00% | New | 4,410 | $225K |
| FMR LLC | 0.00% | Add +5.9% | 4,283 | $218K |
| Ascent Group, LLC | 0.02% | No change | 4,270 | $218K |
| Mariner, LLC | 0.00% | New | 4,242 | $216K |
| Sageworth Trust Co | 0.01% | Reduce -70.5% | 4,181 | $213K |
| Point72 (DIFC) Ltd | 0.02% | New | 4,170 | $213K |
| Stephens Inc. | 0.00% | New | 4,101 | $209K |
| Lansing Street Advisors | 0.08% | New | 4,056 | $207K |
| Mackenzie Financial Corp. | 0.00% | New | 4,016 | $205K |
| CIBC Asset Management Inc | 0.00% | New | 3,969 | $202K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 3,231 | $165K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.6% | 3,213 | $164K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $154K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,960 | $151K |
| US Bancorp \de | 0.00% | No change | 2,813 | $143K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -45.5% | 2,514 | $128K |
| McClarren Financial Advisors, Inc. | 0.02% | Add +6.4% | 50 | $128K |
| SG Americas Securities, LLC | 0.00% | New | 2,488 | $127K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -16.8% | 2,500 | $125K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +200.0% | 2,400 | $122K |
| KBC Group NV | 0.00% | No change | 1,713 | $87K |
| POM Investment Strategies, LLC | 0.06% | No change | 1,506 | $77K |
| GAMMA Investing LLC | 0.01% | Add +41.8% | 1,451 | $74K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $51K |
| Key Financial Inc | 0.01% | No change | 980 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Add +955.6% | 950 | $48K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.8% | 725 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +3.5% | 714 | $36K |
| Danske Bank A/S | 0.00% | New | 700 | $36K |
| Principal Securities, Inc. | 0.00% | Add +4.8% | 503 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $24K |
| Cwm, LLC | 0.00% | Add +39.6% | 377 | $19K |
| Clearstead Advisors, LLC | 0.00% | Reduce -11.4% | 349 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 327 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 232 | $12K |
| Sterling Capital Management LLC | 0.00% | — | 206 | $11K |
| Arax Advisory Partners | 0.00% | No change | 204 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -16.9% | 197 | $10K |
| Quarry LP | 0.00% | New | 184 | $9K |
| Fifth Third Bancorp | 0.00% | Add +9.1% | 168 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -26.2% | 152 | $8K |
| UMB Bank, n.a. | 0.00% | Add +141.9% | 150 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +77.8% | 144 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 141 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 115 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -13.0% | 107 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 90 | $5K |
| Private Trust Co. NA | 0.00% | New | 90 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 85 | $4K |
| Hemington Wealth Management | 0.00% | New | 85 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 78 | $4K |
| First Personal Financial Services | 0.00% | Reduce -12.5% | 77 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 75 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 63 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 63 | $3K |
| Rothschild Investment LLC | 0.00% | Add +300.0% | 60 | $3K |
| Truvestments Capital LLC | 0.00% | New | 58 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +60.0% | 40 | $2K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -37.1% | 39 | $2K |
| Blue Trust, Inc. | 0.00% | Add +366.7% | 42 | $2K |
| ClariVest Asset Management LLC | 0.00% | No change | 36 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | New | 30 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -83.8% | 22 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 21 | $1K |
| International Assets Investment Management, LLC | 0.00% | No change | 18 | $918 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 18 | $917 |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $663 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +9.1% | 12 | $612 |
| Continuum Advisory, LLC | 0.00% | New | 8 | $460 |
| Huntington National Bank | 0.00% | No change | 9 | $459 |
| Larson Financial Group LLC | 0.00% | No change | 9 | $459 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $204 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $204 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $51 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $51 |
| Covestor Ltd | 0.00% | Reduce -20.0% | 8 | $0 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.