WSFS FinancialWSFS
13F holders, Q4 2024 (December 31)251holders −14
21new positions
38sold out
4famous investors
$53.13avg. 13F price*
At the end of Q4 2024, 251 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, down 14 from Q3 2024. 21 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($462.1M), Vanguard Group Inc. ($372.0M) and Dimensional Fund Advisors LP ($207.3M). 4 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.3M |
| Exits | 38 | $41.0M |
All 13F filers, Q3 2024 → Q4 2024: 2,652,303 shares bought and 1,877,346 shares sold, net +774,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| BlackRock, Inc. | 0.01% | Add +0.3% | 8,698,419 | $462.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 7,001,023 | $372.0M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.0% | 3,902,510 | $207.3M |
| State Street Corp. | 0.01% | Add +9.4% | 3,314,111 | $176.1M |
| Franklin Resources Inc. | 0.04% | Reduce -8.5% | 2,545,695 | $135.3M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +0.9% | 2,313,175 | $122.9M |
| Macquarie Group Ltd. | 0.11% | Reduce -0.3% | 1,688,796 | $89.7M |
| JPMorgan Chase & Co. | 0.01% | Add +309.9% | 1,687,824 | $89.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.1% | 1,407,117 | $74.8M |
| Champlain Investment Partners, LLC | 0.42% | Reduce -5.0% | 1,234,834 | $65.6M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 966,853 | $51.4M |
| Invesco Ltd. | 0.01% | Reduce -0.7% | 954,195 | $50.7M |
| American Century Companies Inc. | 0.03% | Reduce -0.5% | 904,279 | $48.0M |
| Brown Advisory Inc. | 0.06% | Reduce -2.2% | 827,034 | $43.9M |
| Northern Trust Corp. | 0.01% | Add +1.2% | 809,334 | $43.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.0% | 790,688 | $42.0M |
| Pzena Investment Management LLC | 0.14% | Reduce -3.2% | 790,584 | $42.0M |
| Cooke & Bieler LP | 0.40% | Add +1.5% | 782,767 | $41.6M |
| Palisade Capital Management, LP | 1.24% | Add +1.3% | 772,699 | $41.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.7% | 740,584 | $39.3M |
| Frontier Capital Management Co. LLC | 0.36% | Add +7.3% | 718,978 | $38.2M |
| Norges Bank | 0.00% | Add +25.0% | 616,887 | $32.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -1.3% | 592,736 | $31.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +15.0% | 540,366 | $28.7M |
| Aberdeen Group plc | 0.05% | Reduce -17.6% | 511,292 | $27.2M |
| Morgan Stanley | 0.00% | Reduce -10.3% | 475,252 | $25.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.6% | 469,449 | $24.9M |
| Raymond James Financial Inc. | 0.01% | — | 341,943 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Add +3.6% | 317,254 | $16.9M |
| Earnest Partners LLC | 0.07% | Add +1.4% | 304,290 | $16.2M |
| Fisher Asset Management | 0.01% | Add +21.4% | 267,028 | $14.2M |
| Assenagon Asset Management S.A. | 0.02% | Add +819.8% | 254,616 | $13.5M |
| New York State Common Retirement Fund | 0.02% | Add +3.0% | 250,058 | $13.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.0% | 232,944 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 229,796 | $12.2M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.0% | 227,970 | $12.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +10.7% | 227,926 | $12.1M |
| Royal Bank of Canada | 0.00% | Add +7.9% | 220,815 | $11.7M |
| Wellington Management Group LLP | 0.00% | Reduce -6.9% | 200,932 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 178,962 | $9.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.8% | 176,923 | $9.4M |
| Great Lakes Advisors, LLC | 0.08% | Add +179.8% | 169,563 | $9.0M |
| Legal & General Group Plc | 0.00% | Add +1.0% | 165,075 | $8.8M |
| Renaissance Technologies | 0.01% | Reduce -1.9% | 158,926 | $8.4M |
| Public Sector Pension Investment Board | 0.03% | Add +16.7% | 146,730 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 139,222 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.1% | 133,936 | $7.1M |
| Bridgeway Capital Management, LLC | 0.16% | No change | 130,759 | $6.9M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -0.9% | 125,739 | $6.7M |
| Barclays PLC | 0.00% | Add +2.3% | 123,166 | $6.5M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 116,540 | $6.2M |
| Citigroup Inc. | 0.01% | Add +8.9% | 114,621 | $6.1M |
| First Trust Advisors LP | 0.01% | Add +18.7% | 114,233 | $6.1M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -2.7% | 114,012 | $6.1M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.2% | 93,949 | $5.0M |
| UBS Group AG | 0.00% | Add +74.0% | 84,145 | $4.5M |
| Wedge Capital Management L L P | 0.06% | Reduce -0.7% | 67,601 | $3.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.6% | 65,676 | $3.5M |
| Prudential Financial Inc. | 0.00% | Reduce -32.5% | 59,831 | $3.2M |
| Aristotle Capital Boston, LLC | 0.12% | Reduce -6.2% | 59,543 | $3.2M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +2.7% | 59,136 | $3.1M |
| Sei Investments Co. | 0.00% | Add +58.4% | 56,359 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 55,422 | $2.9M |
| Comerica Bank | 0.01% | Add +16.2% | 53,964 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -33.6% | 51,867 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -5.8% | 51,788 | $2.8M |
| Deutsche Bank AG | 0.00% | Add +49.6% | 51,747 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -5.7% | 51,681 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.7% | 48,173 | $2.6M |
| Siena Capital Partners GP, LLC | 0.64% | No change | 43,819 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +27.2% | 41,531 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Add +4.2% | 40,308 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.1% | 36,507 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +7.5% | 35,647 | $1.9M |
| Corbyn Investment Management Inc. | 0.79% | Reduce -2.6% | 33,735 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 33,659 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.0% | 33,480 | $1.8M |
| Voya Investment Management LLC | 0.00% | Reduce -14.5% | 32,949 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.4% | 32,740 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.5% | 32,158 | $1.7M |
| Engineers Gate Manager LP | 0.03% | Add +66.6% | 32,124 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.6% | 31,725 | $1.7M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 31,476 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.7% | 28,500 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,121 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 26,600 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.3% | 26,282 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +70.4% | 25,945 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Add +60.9% | 25,536 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.4% | 24,640 | $1.3M |
| HSBC Holdings PLC | 0.00% | Add +222.8% | 24,153 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.0% | 22,468 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 22,343 | $1.2M |
| Millennium Management | 0.00% | Reduce -64.6% | 22,009 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -42.0% | 21,331 | $1.1M |
| Salzhauer Michael | 0.58% | No change | 21,309 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 21,060 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -0.8% | 19,863 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 19,609 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | New | 19,448 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -44.1% | 18,259 | $970K |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 17,880 | $950K |
| ProShare Advisors LLC | 0.00% | Reduce -27.8% | 17,816 | $947K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,430 | $926K |
| Jane Street Group, LLC | 0.00% | Reduce -84.8% | 17,301 | $919K |
| Amalgamated Bank | 0.01% | Reduce -1.0% | 17,239 | $916K |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 17,181 | $913K |
| Keeley-Teton Advisors, LLC | 0.10% | Reduce -47.5% | 16,099 | $855K |
| Lountzis Asset Management, LLC | 0.34% | Reduce -11.3% | 15,071 | $801K |
| Inceptionr LLC | 0.17% | New | 14,404 | $765K |
| Teacher Retirement System of Texas | 0.00% | Reduce -2.1% | 14,167 | $753K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,085 | $748K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -44.0% | 14,000 | $744K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.7% | 13,903 | $739K |
| Natixis Advisors, LLC | 0.00% | Add +28.3% | 13,884 | $738K |
| Handelsbanken Fonder AB | 0.00% | Add +11.4% | 13,705 | $728K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.2% | 12,849 | $714K |
| Diversified Trust Co. | 0.02% | Add +0.0% | 12,808 | $680K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.0% | 12,803 | $680K |
| KLP Kapitalforvaltning As | 0.00% | — | 12,630 | $671K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 12,625 | $671K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.8% | 12,574 | $668K |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.5% | 12,557 | $667K |
| Marshall Financial Group Inc. | 0.20% | No change | 12,075 | $642K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,886 | $632K |
| Equitable Holdings, Inc. | 0.01% | Add +0.2% | 11,384 | $605K |
| Henshaw Capital LLC | 0.02% | No change | 11,097 | $590K |
| &partners | 0.01% | Add +2.6% | 10,957 | $584K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,672 | $567K |
| Advantage Alpha Capital Partners LP | 0.13% | Add +12.5% | 10,647 | $566K |
| First Hawaiian Bank | 0.02% | No change | 10,480 | $557K |
| Holocene Advisors, LP | 0.00% | New | 10,471 | $556K |
| Glenmede Trust Co. NA | 0.00% | Add +10.5% | 10,264 | $545K |
| Haverford Trust Co | 0.01% | Reduce -12.4% | 9,557 | $508K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.6% | 9,503 | $505K |
| Ironwood Investment Management LLC | 0.25% | No change | 9,270 | $493K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 8,922 | $474K |
| Royce & Associates LP | 0.00% | Reduce -88.8% | 8,732 | $464K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.1% | 8,596 | $457K |
| Profund Advisors LLC | 0.02% | Add +44.9% | 8,347 | $443K |
| Two Sigma Securities, LLC | 0.08% | Reduce -5.0% | 8,111 | $431K |
| FineMark National Bank & Trust | 0.01% | No change | 7,932 | $421K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -0.1% | 7,652 | $407K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,378 | $392K |
| Bank of Montreal | 0.00% | Add +11.5% | 6,959 | $370K |
| Lido Advisors, LLC | 0.00% | Add +35.2% | 6,389 | $339K |
| STRS Ohio | 0.00% | No change | 6,300 | $335K |
| MML Investors Services, LLC | 0.00% | Reduce -3.2% | 6,214 | $330K |
| Westover Capital Advisors, LLC | 0.07% | No change | 6,185 | $329K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 6,103 | $324K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,027 | $320K |
| Forum Financial Management, LP | 0.01% | Reduce -6.4% | 5,659 | $301K |
| Cibc World Markets Corp. | 0.00% | New | 5,533 | $294K |
| State of Wisconsin Investment Board | 0.00% | Add +3.2% | 5,491 | $292K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -61.4% | 5,231 | $278K |
| Mutual Advisors, LLC | 0.01% | No change | 5,090 | $272K |
| AQR Capital Management | 0.00% | New | 5,107 | $271K |
| Allegheny Financial Group | 0.07% | Add +0.2% | 5,068 | $269K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 5,056 | $269K |
| North Star Asset Management Inc. | 0.01% | Reduce -10.3% | 4,828 | $257K |
| HighTower Advisors, LLC | 0.00% | Add +6.5% | 4,762 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.8% | 4,558 | $242K |
| FMR LLC | 0.00% | Add +6.0% | 4,538 | $241K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $239K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,492 | $239K |
| Mariner, LLC | 0.00% | Add +5.1% | 4,457 | $237K |
| Focus Partners Wealth | 0.00% | Add +0.6% | 4,435 | $236K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,370 | $232K |
| XTX Topco Ltd | 0.02% | New | 4,282 | $228K |
| Xponance LLC | 0.00% | New | 4,230 | $225K |
| Sageworth Trust Co | 0.01% | No change | 4,181 | $222K |
| Stephens Inc. | 0.00% | No change | 4,101 | $218K |
| CIBC Asset Management Inc | 0.00% | Add +2.7% | 4,077 | $217K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,062 | $216K |
| Lansing Street Advisors | 0.08% | No change | 4,056 | $215K |
| Mackenzie Financial Corp. | 0.00% | No change | 4,016 | $213K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,904 | $207K |
| Smartleaf Asset Management LLC | 0.02% | Add +32.2% | 3,304 | $176K |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 3,302 | $175K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,213 | $171K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $160K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 2,960 | $157K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.2% | 2,918 | $155K |
| KBC Group NV | 0.00% | Add +68.4% | 2,885 | $153K |
| US Bancorp \de | 0.00% | No change | 2,813 | $149K |
| New Age Alpha Advisors, LLC | 0.01% | New | 2,796 | $149K |
| Sterling Capital Management LLC | 0.00% | Add +804.4% | 1,863 | $99K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -32.1% | 1,707 | $91K |
| AlphaQuest LLC | 0.01% | New | 1,580 | $84K |
| POM Investment Strategies, LLC | 0.06% | No change | 1,506 | $80K |
| GAMMA Investing LLC | 0.01% | Add +2.5% | 1,488 | $79K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $53K |
| Key Financial Inc | 0.01% | No change | 980 | $52K |
| AdvisorNet Financial, Inc | 0.00% | No change | 950 | $50K |
| VSM Wealth Advisory, LLC | 0.01% | — | 750 | $40K |
| Global Retirement Partners, LLC | 0.00% | Add +2.2% | 741 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.7% | 726 | $39K |
| Crowley Wealth Management, Inc. | 0.03% | — | 600 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +2500.0% | 572 | $30K |
| Principal Securities, Inc. | 0.00% | Add +5.2% | 529 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $25K |
| Cwm, LLC | 0.00% | Add +7.7% | 406 | $22K |
| Clearstead Advisors, LLC | 0.00% | No change | 349 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +15.9% | 269 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $13K |
| Arax Advisory Partners | 0.00% | No change | 204 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +36.8% | 197 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.3% | 171 | $9K |
| Fifth Third Bancorp | 0.00% | No change | 168 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 164 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -51.1% | 160 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 152 | $8K |
| UMB Bank, n.a. | 0.00% | No change | 150 | $8K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -40.6% | 117 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 115 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.9% | 108 | $6K |
| Caitong International Asset Management Co., Ltd | 0.01% | — | 101 | $5K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 100 | $5K |
| Hemington Wealth Management | 0.00% | Add +14.1% | 97 | $5K |
| Huntington National Bank | 0.00% | Add +944.4% | 94 | $5K |
| Private Trust Co. NA | 0.00% | No change | 90 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 90 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 78 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 75 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $3K |
| WPG Advisers, LLC | 0.00% | — | 58 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 58 | $3K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.1% | 51 | $3K |
| MAI Capital Management | 0.00% | New | 50 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -2.6% | 38 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| Riverview Trust Co | 0.00% | New | 21 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 21 | $1K |
| New Wave Wealth Advisors LLC | 0.00% | New | 19 | $1K |
| Covestor Ltd | 0.00% | Add +125.0% | 18 | $1K |
| Hexagon Capital Partners LLC | 0.00% | New | 17 | $903 |
| Assetmark, Inc. | 0.00% | New | 16 | $850 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $638 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -15.4% | 11 | $585 |
| Brooklyn Investment Group | 0.00% | New | 9 | $479 |
| Larson Financial Group LLC | 0.00% | No change | 9 | $478 |
| Continuum Advisory, LLC | 0.00% | No change | 8 | $425 |
| Global Financial Private Client, LLC | 0.00% | New | 4 | $213 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $106 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $54 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $54 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.