WSFS FinancialWSFS
13F holders, Q2 2025 (June 30)286holders +22
37new positions
16sold out
7famous investors
$55.00avg. 13F price*
At the end of Q2 2025, 286 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 22 from Q1 2025. 37 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($448.5M), Vanguard Group Inc. ($349.9M) and Dimensional Fund Advisors LP ($201.7M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $28.8M |
| Exits | 16 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,484,155 shares bought and 3,455,921 shares sold, net −1,971,766 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 286 holders
| BlackRock, Inc. | 0.01% | Reduce -4.6% | 8,155,409 | $448.5M |
| Vanguard Group Inc. | 0.01% | Reduce -4.1% | 6,360,937 | $349.9M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -3.2% | 3,666,987 | $201.7M |
| State Street Corp. | 0.01% | Reduce -3.6% | 2,995,051 | $164.7M |
| Franklin Resources Inc. | 0.04% | Add +1.1% | 2,610,976 | $143.6M |
| Macquarie Group Ltd. | 0.13% | Add +2.3% | 1,959,887 | $107.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.7% | 1,511,110 | $83.1M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -35.2% | 1,504,050 | $82.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.3% | 1,415,940 | $77.9M |
| Champlain Investment Partners, LLC | 0.46% | Reduce -0.6% | 1,209,143 | $66.5M |
| Invesco Ltd. | 0.01% | Add +1.6% | 985,367 | $54.2M |
| Cooke & Bieler LP | 0.49% | Add +0.2% | 893,736 | $49.2M |
| Pzena Investment Management LLC | 0.15% | Add +3.0% | 811,169 | $44.6M |
| American Century Companies Inc. | 0.02% | Reduce -9.1% | 774,208 | $42.6M |
| Frontier Capital Management Co. LLC | 0.39% | Add +1.3% | 768,364 | $42.3M |
| Brown Advisory Inc. | 0.06% | Reduce -5.7% | 761,455 | $41.9M |
| Bank of America Corp. | 0.00% | Reduce -25.1% | 746,077 | $41.0M |
| Palisade Capital Management, LP | 1.29% | Reduce -2.9% | 726,008 | $39.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.9% | 711,691 | $39.1M |
| Norges Bank | 0.00% | No change | 670,177 | $36.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -7.8% | 649,420 | $35.7M |
| Northern Trust Corp. | 0.00% | Reduce -18.6% | 635,168 | $34.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -2.6% | 582,334 | $32.0M |
| Raymond James Financial Inc. | 0.01% | Add +31.6% | 441,671 | $24.3M |
| Aberdeen Group plc | 0.04% | Reduce -16.0% | 440,936 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.7% | 439,147 | $24.2M |
| Morgan Stanley | 0.00% | Add +3.8% | 435,295 | $23.9M |
| Boston Partners | 0.02% | Add +2.0% | 350,327 | $19.2M |
| Principal Financial Group Inc. | 0.01% | Add +1.7% | 329,658 | $18.1M |
| Millennium Management | 0.02% | Add +328.1% | 311,319 | $17.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.5% | 267,143 | $14.7M |
| New York State Common Retirement Fund | 0.02% | Add +0.4% | 232,691 | $12.8M |
| Renaissance Technologies | 0.02% | Add +81.3% | 232,426 | $12.8M |
| Fisher Asset Management | 0.01% | Add +0.1% | 229,921 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -0.6% | 214,883 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 203,656 | $11.2M |
| Wellington Management Group LLP | 0.00% | Reduce -3.6% | 193,667 | $10.7M |
| Public Sector Pension Investment Board | 0.05% | Add +4.0% | 193,591 | $10.6M |
| Nuveen, LLC | 0.00% | Reduce -17.0% | 193,424 | $10.6M |
| Earnest Partners LLC | 0.05% | Reduce -33.7% | 183,665 | $10.1M |
| Wells Fargo & Company | 0.00% | Reduce -17.9% | 180,412 | $9.9M |
| Rhumbline Advisers | 0.01% | Reduce -0.0% | 168,484 | $9.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +43.7% | 164,608 | $9.1M |
| Edgestream Partners, L.P. | 0.25% | New | 160,619 | $8.8M |
| Jane Street Group, LLC | 0.01% | Add +34.7% | 158,239 | $8.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.2% | 156,362 | $8.6M |
| Clearbridge Investments, LLC | 0.01% | Reduce -16.8% | 155,122 | $8.5M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -7.8% | 153,044 | $8.4M |
| Lord, Abbett & Co. LLC | 0.03% | Add +3.4% | 144,868 | $8.0M |
| UBS Group AG | 0.00% | Add +34.7% | 139,841 | $7.7M |
| Barclays PLC | 0.00% | Add +42.7% | 130,773 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.8% | 130,600 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 122,937 | $6.8M |
| Crawford Investment Counsel Inc. | 0.11% | Reduce -0.7% | 112,706 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -2.0% | 111,840 | $6.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -8.8% | 104,391 | $5.7M |
| First Trust Advisors LP | 0.00% | Reduce -5.2% | 101,214 | $5.6M |
| Bridgeway Capital Management, LLC | 0.13% | No change | 95,759 | $5.3M |
| Citigroup Inc. | 0.00% | Reduce -17.0% | 92,991 | $5.1M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 87,139 | $4.8M |
| AXA S.A. | 0.01% | New | 85,734 | $4.7M |
| Sei Investments Co. | 0.01% | Add +25.0% | 83,298 | $4.6M |
| WINTON GROUP Ltd | 0.23% | New | 80,460 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.6% | 63,782 | $3.5M |
| Wilmington Savings Fund Society, FSB | 0.06% | Reduce -3.4% | 61,198 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -11.1% | 59,485 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +3.1% | 59,336 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.4% | 58,143 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.7% | 56,379 | $3.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +27.5% | 55,250 | $3.0M |
| California State Teachers Retirement System | 0.00% | Add +0.2% | 54,709 | $3.0M |
| SG Americas Securities, LLC | 0.01% | Add +499.3% | 52,722 | $2.9M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -5.4% | 48,379 | $2.7M |
| Siena Capital Partners GP, LLC | 0.70% | No change | 43,819 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.9% | 43,489 | $2.4M |
| Wedge Capital Management L L P | 0.04% | Reduce -2.4% | 38,747 | $2.1M |
| Comerica Bank | 0.01% | Add +1.8% | 37,943 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -18.4% | 36,540 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.5% | 35,577 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +2.3% | 34,604 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +4.0% | 33,787 | $1.9M |
| Corbyn Investment Management Inc. | 0.84% | Reduce -0.2% | 33,685 | $1.9M |
| Aristotle Capital Boston, LLC | 0.09% | Reduce -15.9% | 33,418 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +18.6% | 33,230 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +2.3% | 32,323 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.7% | 31,809 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -1.0% | 31,471 | $1.7M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -4.0% | 26,500 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +288.4% | 26,371 | $1.5M |
| XTX Topco Ltd | 0.06% | Add +125.2% | 25,202 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.7% | 24,872 | $1.4M |
| New York State Teachers Retirement System | 0.00% | Add +0.4% | 24,440 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -18.1% | 23,021 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -20.3% | 22,807 | $1.3M |
| LPL Financial LLC | 0.00% | Add +6.2% | 22,651 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.3% | 22,374 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -31.9% | 21,440 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 21,194 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +6.3% | 20,807 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.5% | 19,393 | $1.1M |
| Salzhauer Michael | 0.67% | Reduce -9.3% | 19,329 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 18,697 | $1.0M |
| Gsa Capital Partners LLP | 0.07% | Add +263.1% | 18,662 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,430 | $959K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.5% | 17,416 | $958K |
| Natixis Advisors, LLC | 0.00% | Add +22.8% | 17,304 | $952K |
| Arizona State Retirement System | 0.01% | Add +1.1% | 17,080 | $939K |
| Cerity Partners LLC | 0.00% | Add +32.6% | 16,890 | $929K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.5% | 16,686 | $918K |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 16,234 | $893K |
| Voya Investment Management LLC | 0.00% | Add +0.8% | 16,081 | $884K |
| GAMCO Investors | 0.01% | New | 15,912 | $875K |
| AQR Capital Management | 0.00% | Add +53.4% | 15,870 | $873K |
| Handelsbanken Fonder AB | 0.00% | Reduce -2.5% | 15,705 | $864K |
| Victory Capital Management Inc. | 0.00% | Reduce -27.4% | 15,480 | $851K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +44.7% | 15,447 | $850K |
| Lountzis Asset Management, LLC | 0.29% | No change | 15,071 | $829K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 15,009 | $825K |
| Twinbeech Capital LP | 0.02% | New | 14,929 | $821K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +3.9% | 14,577 | $802K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,085 | $775K |
| Verdence Capital Advisors LLC | 0.05% | No change | 14,000 | $770K |
| D. E. Shaw & Co. | 0.00% | New | 13,770 | $757K |
| Diversified Trust Co. | 0.02% | Add +5.9% | 13,520 | $744K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.7% | 13,212 | $727K |
| Glenmede Investment Management, LP | 0.00% | — | 13,101 | $721K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.0% | 13,003 | $715K |
| Henshaw Capital LLC | 0.03% | No change | 12,980 | $714K |
| ProShare Advisors LLC | 0.00% | Reduce -6.2% | 12,930 | $711K |
| Bryce Point Capital, LLC | 0.59% | Reduce -22.9% | 12,692 | $698K |
| KLP Kapitalforvaltning As | 0.00% | Add +8.7% | 12,530 | $689K |
| Teacher Retirement System of Texas | 0.00% | Reduce -8.6% | 12,282 | $676K |
| Marshall Financial Group Inc. | 0.20% | No change | 12,075 | $664K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.8% | 11,994 | $660K |
| UNIVEST FINANCIAL Corp | 0.04% | Reduce -2.3% | 11,616 | $639K |
| Readystate Asset Management LP | 0.05% | New | 11,145 | $613K |
| Brevan Howard Capital Management LP | 0.01% | Add +144.2% | 10,653 | $586K |
| Equitable Holdings, Inc. | 0.00% | Reduce -10.8% | 10,174 | $560K |
| Los Angeles Capital Management LLC | 0.00% | No change | 10,124 | $557K |
| HRT Financial LP | 0.00% | Reduce -29.9% | 9,840 | $541K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.4% | 9,799 | $539K |
| &partners | 0.00% | Reduce -17.6% | 9,734 | $535K |
| Tidal Investments LLC | 0.00% | New | 9,629 | $530K |
| Stifel Financial Corp. | 0.00% | Reduce -42.5% | 9,345 | $514K |
| Ironwood Investment Management LLC | 0.25% | No change | 9,270 | $510K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.6% | 9,111 | $501K |
| Bank of Montreal | 0.00% | Add +1.1% | 9,106 | $501K |
| Royce & Associates LP | 0.00% | No change | 8,732 | $480K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,596 | $473K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +313.8% | 8,467 | $466K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,036 | $442K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.2% | 7,675 | $422K |
| Two Sigma Investments, LP | 0.00% | New | 7,566 | $416K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -14.6% | 7,294 | $401K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.9% | 7,151 | $393K |
| Alps Advisors Inc. | 0.00% | Add +2.0% | 7,035 | $387K |
| Haverford Trust Co | 0.00% | No change | 7,000 | $385K |
| Balyasny Asset Management L.P. | 0.00% | New | 6,956 | $383K |
| MQS Management LLC | 0.20% | New | 6,652 | $366K |
| FineMark National Bank & Trust | 0.01% | No change | 6,515 | $358K |
| BNP Paribas Financial Markets | 0.00% | Add +37.7% | 6,339 | $349K |
| STRS Ohio | 0.00% | No change | 6,300 | $347K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 6,222 | $342K |
| Westover Capital Advisors, LLC | 0.07% | No change | 6,185 | $340K |
| Lido Advisors, LLC | 0.00% | Reduce -2.7% | 6,164 | $339K |
| Planning Directions Inc. | 0.19% | New | 6,157 | $339K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 6,027 | $331K |
| Forum Financial Management, LP | 0.00% | Add +2.1% | 5,733 | $315K |
| BLB&B Advisors, LLC | 0.01% | No change | 5,610 | $309K |
| Inceptionr LLC | 0.07% | New | 5,529 | $304K |
| FMR LLC | 0.00% | Add +13.0% | 5,497 | $302K |
| State of Wisconsin Investment Board | 0.00% | Reduce -11.6% | 5,482 | $302K |
| Citadel Advisors | 0.00% | New | 5,378 | $296K |
| Ethos Financial Group, LLC | 0.02% | New | 5,225 | $287K |
| Mutual Advisors, LLC | 0.01% | No change | 5,082 | $286K |
| Strid Group, LLC | 0.04% | New | 5,103 | $281K |
| Allegheny Financial Group | 0.06% | Add +0.3% | 5,098 | $280K |
| EntryPoint Capital, LLC | 0.14% | New | 5,050 | $278K |
| AlphaQuest LLC | 0.03% | Add +217.2% | 5,012 | $276K |
| Graham Capital Management, L.P. | 0.01% | Reduce -85.8% | 4,828 | $266K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 4,824 | $265K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.3% | 4,785 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -4.0% | 4,762 | $262K |
| Guggenheim Capital LLC | 0.00% | Add +10.8% | 4,669 | $257K |
| Xponance LLC | 0.00% | Add +1.5% | 4,506 | $248K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $248K |
| Focus Partners Wealth | 0.00% | Reduce -2.1% | 4,496 | $247K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.2% | 4,469 | $247K |
| Affinity Wealth Management LLC | 0.04% | Reduce -0.7% | 4,460 | $245K |
| Mariner, LLC | 0.00% | Reduce -7.4% | 4,454 | $245K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.4% | 4,381 | $241K |
| Engineers Gate Manager LP | 0.00% | New | 4,333 | $238K |
| Virtu Financial LLC | 0.01% | New | 4,289 | $236K |
| Savant Capital, LLC | 0.00% | New | 4,270 | $235K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.8% | 4,269 | $235K |
| Sageworth Trust Co | 0.01% | No change | 4,181 | $230K |
| Quantinno Capital Management LP | 0.00% | New | 4,146 | $228K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,850 | $227K |
| MML Investors Services, LLC | 0.00% | Reduce -33.5% | 4,101 | $226K |
| Stephens Inc. | 0.00% | No change | 4,101 | $226K |
| Lansing Street Advisors | 0.07% | No change | 4,056 | $223K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 4,038 | $222K |
| Vise Technologies, Inc. | 0.01% | — | 4,008 | $220K |
| CIBC Asset Management Inc | 0.00% | No change | 3,992 | $220K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 3,938 | $217K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 3,895 | $214K |
| Osaic Holdings, Inc. | 0.00% | Add +24.7% | 3,889 | $214K |
| Jain Global LLC | 0.00% | New | 3,700 | $204K |
| Mackenzie Financial Corp. | 0.00% | New | 3,700 | $204K |
| US Bancorp \de | 0.00% | Add +21.7% | 3,423 | $188K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,117 | $171K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.5% | 3,045 | $168K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $166K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 2,826 | $155K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.4% | 2,614 | $144K |
| KBC Group NV | 0.00% | Reduce -37.9% | 1,913 | $105K |
| Basswood Capital Management, L.L.C. | 0.00% | Reduce -99.3% | 1,711 | $94K |
| GAMMA Investing LLC | 0.01% | Reduce -16.8% | 1,695 | $93K |
| Sterling Capital Management LLC | 0.00% | Add +55.3% | 1,568 | $86K |
| POM Investment Strategies, LLC | 0.06% | No change | 1,506 | $83K |
| Trust Co. of Toledo NA | 0.01% | New | 1,500 | $83K |
| Parkside Financial Bank & Trust | 0.01% | Add +17.3% | 1,437 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +618.4% | 1,250 | $69K |
| Key Financial Inc | 0.01% | Add +5.1% | 1,030 | $57K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +265.4% | 972 | $53K |
| Cwm, LLC | 0.00% | Add +31.2% | 920 | $51K |
| Brooklyn Investment Group | 0.01% | Add +2281.1% | 881 | $48K |
| AdvisorNet Financial, Inc | 0.00% | No change | 860 | $47K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 750 | $41K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.5% | 721 | $40K |
| Global Retirement Partners, LLC | 0.00% | — | 714 | $39K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 634 | $35K |
| Clearstead Advisors, LLC | 0.00% | Add +76.5% | 616 | $34K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 600 | $33K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $26K |
| Costello Asset Management, INC | 0.01% | No change | 430 | $24K |
| Principal Securities, Inc. | 0.00% | Reduce -31.8% | 361 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -12.1% | 319 | $18K |
| Quarry LP | 0.00% | New | 313 | $17K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +167.6% | 289 | $16K |
| Versant Capital Management, Inc | 0.00% | Reduce -47.4% | 280 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $14K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 249 | $14K |
| Covestor Ltd | 0.01% | Add +8.6% | 214 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -20.4% | 199 | $11K |
| UMB Bank, n.a. | 0.00% | Reduce -25.2% | 196 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 186 | $10K |
| First Horizon Advisors, Inc. | 0.00% | No change | 152 | $8K |
| Optiver Holding B.V. | 0.00% | Reduce -13.5% | 147 | $8K |
| Rothschild Investment LLC | 0.00% | Add +18.2% | 130 | $7K |
| IFP Advisors, Inc | 0.00% | New | 128 | $7K |
| Hemington Wealth Management | 0.00% | Add +2.4% | 128 | $7K |
| Private Wealth Management Group, LLC | 0.00% | No change | 115 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +40.0% | 105 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +221.4% | 90 | $5K |
| Private Trust Co. NA | 0.00% | No change | 90 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -2.5% | 78 | $4K |
| MAI Capital Management | 0.00% | Add +32.0% | 66 | $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% | No change | 51 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 38 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 36 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 30 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -3.5% | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -46.9% | 26 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -89.4% | 20 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 19 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 17 | $935 |
| Assetmark, Inc. | 0.00% | No change | 16 | $880 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $660 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 11 | $605 |
| Arax Advisory Partners | 0.00% | No change | 10 | $550 |
| Larson Financial Group LLC | 0.00% | Reduce -56.5% | 10 | $550 |
| Huntington National Bank | 0.00% | No change | 9 | $495 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -42.9% | 8 | $440 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 6 | $330 |
| Abound Wealth Management | 0.00% | No change | 4 | $220 |
| Essential Partners LLC | 0.00% | — | 4 | $220 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 3 | $165 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $110 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $55 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $55 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.