WSFS FinancialWSFS
13F holders, Q1 2025 (March 31)264holders +13
31new positions
18sold out
4famous investors
$51.87avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 13 from Q4 2024. 31 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($443.3M), Vanguard Group Inc. ($343.9M) and Dimensional Fund Advisors LP ($196.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $40.7M |
| Exits | 18 | $19.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,780,756 shares bought and 2,337,989 shares sold, net −557,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| BlackRock, Inc. | 0.01% | Reduce -1.8% | 8,546,102 | $443.3M |
| Vanguard Group Inc. | 0.01% | Reduce -5.3% | 6,630,107 | $343.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.9% | 3,788,407 | $196.5M |
| State Street Corp. | 0.01% | Reduce -6.3% | 3,106,738 | $161.1M |
| Franklin Resources Inc. | 0.04% | Add +1.5% | 2,583,825 | $134.0M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +0.3% | 2,320,766 | $120.4M |
| Macquarie Group Ltd. | 0.12% | Add +13.4% | 1,915,984 | $99.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.1% | 1,585,474 | $82.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.0% | 1,434,781 | $74.4M |
| Champlain Investment Partners, LLC | 0.46% | Reduce -1.5% | 1,215,921 | $63.1M |
| Bank of America Corp. | 0.00% | Add +3.0% | 996,176 | $51.7M |
| Invesco Ltd. | 0.01% | Add +1.6% | 969,476 | $50.3M |
| Cooke & Bieler LP | 0.46% | Add +14.0% | 892,286 | $46.3M |
| American Century Companies Inc. | 0.03% | Reduce -5.9% | 851,215 | $44.2M |
| Brown Advisory Inc. | 0.06% | Reduce -2.3% | 807,802 | $41.9M |
| Pzena Investment Management LLC | 0.14% | Reduce -0.3% | 787,809 | $40.9M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 779,920 | $40.5M |
| Frontier Capital Management Co. LLC | 0.43% | Add +5.5% | 758,599 | $39.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.0% | 748,085 | $38.8M |
| Palisade Capital Management, LP | 1.27% | Reduce -3.2% | 748,002 | $38.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -10.9% | 704,315 | $36.5M |
| Norges Bank | 0.00% | Add +8.6% | 670,177 | $34.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +0.8% | 597,649 | $31.0M |
| Aberdeen Group plc | 0.05% | Add +2.6% | 524,841 | $27.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.9% | 451,218 | $23.4M |
| Morgan Stanley | 0.00% | Reduce -11.8% | 419,270 | $21.7M |
| Boston Partners | 0.02% | New | 343,572 | $17.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.8% | 335,688 | $17.4M |
| Principal Financial Group Inc. | 0.01% | Add +2.2% | 324,266 | $16.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.5% | 305,311 | $15.8M |
| Earnest Partners LLC | 0.07% | Reduce -8.9% | 277,046 | $14.4M |
| Basswood Capital Management, L.L.C. | 0.73% | New | 248,749 | $12.9M |
| Nuveen, LLC | 0.00% | — | 233,080 | $12.1M |
| New York State Common Retirement Fund | 0.02% | Reduce -7.3% | 231,816 | $12.0M |
| Fisher Asset Management | 0.01% | Reduce -13.9% | 229,789 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 223,052 | $11.6M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 219,633 | $11.4M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -5.2% | 216,108 | $11.2M |
| Wellington Management Group LLP | 0.00% | Add +0.0% | 200,970 | $10.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -18.3% | 186,343 | $9.7M |
| Public Sector Pension Investment Board | 0.04% | Add +26.8% | 186,061 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 180,933 | $9.4M |
| Rhumbline Advisers | 0.01% | Reduce -4.8% | 168,512 | $8.7M |
| Great Lakes Advisors, LLC | 0.08% | Reduce -2.1% | 165,939 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -3.1% | 159,931 | $8.3M |
| Lord, Abbett & Co. LLC | 0.03% | Add +11.5% | 140,177 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.8% | 131,133 | $6.8M |
| Renaissance Technologies | 0.01% | Reduce -19.3% | 128,226 | $6.7M |
| Jane Street Group, LLC | 0.01% | Add +579.0% | 117,472 | $6.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.5% | 114,556 | $5.9M |
| Susquehanna International Group, LLP | 0.01% | Add +249.6% | 114,457 | $5.9M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 114,140 | $5.9M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -0.4% | 113,512 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -2.3% | 112,020 | $5.8M |
| First Trust Advisors LP | 0.00% | Reduce -6.6% | 106,715 | $5.5M |
| UBS Group AG | 0.00% | Add +23.4% | 103,821 | $5.4M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -26.8% | 95,759 | $5.0M |
| Barclays PLC | 0.00% | Reduce -25.6% | 91,640 | $4.8M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 90,439 | $4.7M |
| Millennium Management | 0.00% | Add +230.4% | 72,726 | $3.8M |
| Deutsche Bank AG | 0.00% | Add +29.2% | 66,880 | $3.5M |
| Sei Investments Co. | 0.00% | Add +18.2% | 66,630 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 63,428 | $3.3M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +7.2% | 63,371 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.0% | 60,416 | $3.1M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 57,551 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 54,599 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 53,658 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.3% | 51,124 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.1% | 45,733 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +7.8% | 44,757 | $2.3M |
| Siena Capital Partners GP, LLC | 0.68% | No change | 43,819 | $2.3M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -16.2% | 43,320 | $2.2M |
| Aristotle Capital Boston, LLC | 0.10% | Reduce -33.3% | 39,727 | $2.1M |
| Wedge Capital Management L L P | 0.04% | Reduce -41.3% | 39,689 | $2.1M |
| Comerica Bank | 0.01% | Reduce -30.9% | 37,264 | $1.9M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -8.4% | 36,936 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.0% | 36,132 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.5% | 34,835 | $1.8M |
| Graham Capital Management, L.P. | 0.08% | Add +74.2% | 33,879 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.1% | 33,823 | $1.8M |
| Corbyn Investment Management Inc. | 0.82% | Add +0.1% | 33,755 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.9% | 32,502 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.1% | 31,803 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +21.8% | 31,594 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.8% | 31,471 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -2.9% | 30,564 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 28,607 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 28,121 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +9.7% | 28,011 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -3.2% | 27,600 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.8% | 25,820 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.2% | 24,340 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 23,133 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -3.0% | 21,661 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.0% | 21,325 | $1.1M |
| LPL Financial LLC | 0.00% | Add +1.2% | 21,321 | $1.1M |
| Salzhauer Michael | 0.71% | No change | 21,309 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 20,957 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 20,308 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -0.2% | 19,575 | $1.0M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 18,234 | $946K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,430 | $904K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.8% | 17,117 | $888K |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 16,885 | $876K |
| Amalgamated Bank | 0.01% | Reduce -3.1% | 16,700 | $866K |
| Bryce Point Capital, LLC | 0.65% | New | 16,468 | $863K |
| Stifel Financial Corp. | 0.00% | Reduce -9.1% | 16,248 | $843K |
| Handelsbanken Fonder AB | 0.00% | Add +17.5% | 16,105 | $835K |
| Voya Investment Management LLC | 0.00% | Reduce -51.6% | 15,959 | $828K |
| Keeley-Teton Advisors, LLC | 0.10% | Reduce -1.2% | 15,912 | $825K |
| Lountzis Asset Management, LLC | 0.30% | No change | 15,071 | $787K |
| Natixis Advisors, LLC | 0.00% | Add +1.5% | 14,088 | $731K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,085 | $731K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +11.6% | 14,037 | $728K |
| HRT Financial LP | 0.00% | New | 14,034 | $727K |
| Verdence Capital Advisors LLC | 0.06% | No change | 14,000 | $726K |
| ProShare Advisors LLC | 0.00% | Reduce -22.6% | 13,783 | $715K |
| Teacher Retirement System of Texas | 0.00% | Reduce -5.2% | 13,430 | $697K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.6% | 13,403 | $695K |
| Cibc World Markets Corp. | 0.01% | Add +134.7% | 12,986 | $674K |
| Henshaw Capital LLC | 0.03% | Add +17.0% | 12,980 | $673K |
| Diversified Trust Co. | 0.02% | Reduce -0.3% | 12,770 | $662K |
| Cerity Partners LLC | 0.00% | New | 12,735 | $661K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 12,625 | $655K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.0% | 12,594 | $653K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 12,581 | $653K |
| Verition Fund Management LLC | 0.00% | New | 12,491 | $648K |
| Marshall Financial Group Inc. | 0.20% | No change | 12,075 | $626K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,886 | $617K |
| &partners | 0.01% | Add +7.8% | 11,808 | $611K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -8.7% | 11,530 | $598K |
| Equitable Holdings, Inc. | 0.01% | Add +0.2% | 11,406 | $592K |
| Glenmede Trust Co. NA | 0.00% | Add +9.1% | 11,200 | $581K |
| XTX Topco Ltd | 0.03% | Add +161.3% | 11,190 | $580K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,672 | $554K |
| Russell Investments Group, Ltd. | 0.00% | Add +9.0% | 10,357 | $537K |
| AQR Capital Management | 0.00% | Add +102.6% | 10,347 | $537K |
| Los Angeles Capital Management LLC | 0.00% | Add +93.5% | 10,124 | $525K |
| Two Sigma Securities, LLC | 0.08% | Add +22.3% | 9,922 | $515K |
| Ironwood Investment Management LLC | 0.26% | No change | 9,270 | $481K |
| Bank of Montreal | 0.00% | Add +29.4% | 9,006 | $467K |
| SG Americas Securities, LLC | 0.00% | New | 8,798 | $456K |
| Royce & Associates LP | 0.00% | No change | 8,732 | $453K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,596 | $446K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.3% | 8,542 | $443K |
| Pictet Asset Management Holding SA | 0.00% | Add +8.9% | 8,036 | $417K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.1% | 7,662 | $397K |
| Haverford Trust Co | 0.00% | Reduce -26.8% | 7,000 | $363K |
| Alps Advisors Inc. | 0.00% | New | 6,900 | $358K |
| HSBC Holdings PLC | 0.00% | Reduce -71.9% | 6,789 | $351K |
| FineMark National Bank & Trust | 0.01% | Reduce -17.9% | 6,515 | $338K |
| Lido Advisors, LLC | 0.00% | Reduce -0.9% | 6,334 | $329K |
| STRS Ohio | 0.00% | No change | 6,300 | $327K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.8% | 6,215 | $322K |
| State of Wisconsin Investment Board | 0.00% | Add +12.9% | 6,202 | $322K |
| Westover Capital Advisors, LLC | 0.07% | No change | 6,185 | $321K |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 6,169 | $320K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,027 | $313K |
| Forum Financial Management, LP | 0.00% | Reduce -0.7% | 5,617 | $291K |
| BLB&B Advisors, LLC | 0.01% | New | 5,610 | $291K |
| HighTower Advisors, LLC | 0.00% | Add +10.8% | 5,278 | $274K |
| Gsa Capital Partners LLP | 0.02% | New | 5,139 | $267K |
| Allegheny Financial Group | 0.07% | Add +0.3% | 5,082 | $264K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.2% | 5,082 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -40.6% | 4,958 | $257K |
| Quadrature Capital Ltd | 0.01% | New | 4,931 | $256K |
| Truist Financial Corp. | 0.00% | Reduce -3.2% | 4,892 | $254K |
| FMR LLC | 0.00% | Add +7.2% | 4,864 | $252K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 4,816 | $250K |
| Mariner, LLC | 0.00% | Add +7.9% | 4,808 | $249K |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.3% | 4,603 | $239K |
| Focus Partners Wealth | 0.00% | Add +3.6% | 4,595 | $238K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.7% | 4,530 | $235K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $233K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,492 | $233K |
| Xponance LLC | 0.00% | Add +4.9% | 4,439 | $230K |
| Brevan Howard Capital Management LP | 0.01% | New | 4,363 | $226K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.3% | 4,278 | $222K |
| Creative Planning | 0.00% | New | 4,264 | $221K |
| Guggenheim Capital LLC | 0.00% | New | 4,212 | $218K |
| Sageworth Trust Co | 0.01% | No change | 4,181 | $217K |
| Advantage Alpha Capital Partners LP | 0.05% | Reduce -60.8% | 4,173 | $216K |
| Stephens Inc. | 0.00% | No change | 4,101 | $213K |
| Lansing Street Advisors | 0.07% | No change | 4,056 | $210K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.1% | 3,992 | $207K |
| United Services Automobile Association | 0.01% | New | 3,942 | $204K |
| Smartleaf Asset Management LLC | 0.02% | Add +4.2% | 3,441 | $178K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 3,119 | $162K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.0% | 3,117 | $162K |
| KBC Group NV | 0.00% | Add +6.8% | 3,081 | $160K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $157K |
| Hamilton Capital Partners Inc. | 0.01% | Add +65.5% | 2,826 | $147K |
| US Bancorp \de | 0.00% | No change | 2,813 | $146K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -11.3% | 2,625 | $136K |
| McClarren Financial Advisors, Inc. | 0.09% | New | 51 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -29.9% | 2,046 | $106K |
| GAMMA Investing LLC | 0.01% | Add +37.0% | 2,038 | $106K |
| AlphaQuest LLC | 0.01% | No change | 1,580 | $82K |
| POM Investment Strategies, LLC | 0.09% | No change | 1,506 | $78K |
| Parkside Financial Bank & Trust | 0.01% | Add +521.8% | 1,225 | $64K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.8% | 1,010 | $52K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $52K |
| Key Financial Inc | 0.01% | No change | 980 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -9.5% | 860 | $45K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.0% | 755 | $39K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 750 | $39K |
| Cwm, LLC | 0.00% | Add +72.7% | 701 | $36K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 600 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 529 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +90.0% | 532 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $24K |
| Costello Asset Management, INC | 0.01% | New | 430 | $22K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +34.9% | 363 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 349 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +66.3% | 266 | $14K |
| UMB Bank, n.a. | 0.00% | Add +74.7% | 262 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $13K |
| Fifth Third Bancorp | 0.00% | Add +48.8% | 250 | $13K |
| Covestor Ltd | 0.01% | Add +994.4% | 197 | $10K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.9% | 188 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -69.6% | 174 | $9K |
| Optiver Holding B.V. | 0.00% | New | 170 | $9K |
| Coldstream Capital Management Inc. | 0.00% | New | 170 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 152 | $8K |
| Hemington Wealth Management | 0.00% | Add +28.9% | 125 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 115 | $6K |
| Rothschild Investment LLC | 0.00% | Add +83.3% | 110 | $6K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 108 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 90 | $5K |
| Private Trust Co. NA | 0.00% | No change | 90 | $5K |
| WPG Advisers, LLC | 0.00% | Add +37.9% | 80 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 78 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 75 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 58 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 51 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 51 | $3K |
| MAI Capital Management | 0.00% | No change | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +22.5% | 49 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -11.6% | 38 | $2K |
| Brooklyn Investment Group | 0.00% | Add +311.1% | 37 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | New | 36 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +42.9% | 30 | $2K |
| True Wealth Design, LLC | 0.00% | New | 29 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 28 | $1K |
| Larson Financial Group LLC | 0.00% | Add +155.6% | 23 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 17 | $882 |
| Assetmark, Inc. | 0.00% | No change | 16 | $830 |
| SJS Investment Consulting Inc. | 0.00% | Add +27.3% | 14 | $727 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $623 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 11 | $571 |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 10 | $519 |
| Arax Advisory Partners | 0.00% | Reduce -95.1% | 10 | $519 |
| Hughes Financial Services, LLC | 0.00% | New | 9 | $469 |
| Huntington National Bank | 0.00% | Reduce -90.4% | 9 | $467 |
| Abound Wealth Management | 0.00% | New | 4 | $208 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $155 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $104 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $104 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $52 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.