WSFS FinancialWSFS
13F holders, Q3 2025 (September 30)294holders +8
38new positions
27sold out
8famous investors
$54.02avg. 13F price*
At the end of Q3 2025, 294 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 8 from Q2 2025. 38 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($428.0M), Vanguard Group Inc. ($330.8M) and Macquarie Group Ltd. ($206.5M). 8 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $32.3M |
| Exits | 27 | $17.4M |
All 13F filers, Q2 2025 → Q3 2025: 3,484,578 shares bought and 2,370,385 shares sold, net +1,114,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| BlackRock, Inc. | 0.01% | Reduce -2.7% | 7,936,024 | $428.0M |
| Vanguard Group Inc. | 0.01% | Reduce -3.6% | 6,133,541 | $330.8M |
| Macquarie Group Ltd. | 0.24% | Add +93.3% | 3,789,431 | $206.5M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.8% | 3,637,654 | $196.2M |
| State Street Corp. | 0.01% | Add +0.9% | 3,022,772 | $163.0M |
| Franklin Resources Inc. | 0.03% | Reduce -6.8% | 2,433,369 | $131.2M |
| JPMorgan Chase & Co. | 0.01% | Add +2.2% | 1,544,508 | $83.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.6% | 1,379,465 | $74.4M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -17.4% | 1,242,108 | $67.0M |
| Champlain Investment Partners, LLC | 0.49% | Reduce -1.2% | 1,194,893 | $64.4M |
| Cooke & Bieler LP | 0.57% | Add +15.5% | 1,031,956 | $55.7M |
| Invesco Ltd. | 0.01% | Add +2.1% | 1,005,660 | $54.2M |
| Pzena Investment Management LLC | 0.16% | Add +14.4% | 928,413 | $50.1M |
| Brown Advisory Inc. | 0.06% | Add +9.2% | 831,388 | $44.8M |
| Frontier Capital Management Co. LLC | 0.39% | Add +4.1% | 799,562 | $43.1M |
| Palisade Capital Management, LP | 1.18% | Reduce -1.8% | 712,627 | $38.4M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 708,183 | $38.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.6% | 707,443 | $38.2M |
| American Century Companies Inc. | 0.02% | Reduce -9.3% | 702,145 | $37.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.6% | 638,910 | $34.5M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 622,065 | $33.5M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -2.8% | 565,839 | $30.5M |
| Raymond James Financial Inc. | 0.01% | Add +0.4% | 443,465 | $23.9M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 427,135 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 426,234 | $23.0M |
| Aberdeen Group plc | 0.03% | Reduce -8.9% | 401,729 | $21.7M |
| Millennium Management | 0.02% | Add +22.4% | 381,060 | $20.6M |
| Boston Partners | 0.02% | Add +0.1% | 350,758 | $18.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +2.6% | 274,212 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -18.0% | 270,256 | $14.6M |
| New York State Common Retirement Fund | 0.02% | No change | 232,691 | $12.5M |
| Fisher Asset Management | 0.00% | Reduce -0.9% | 227,854 | $12.3M |
| Public Sector Pension Investment Board | 0.04% | Add +12.8% | 218,282 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 187,301 | $10.1M |
| Wellington Management Group LLP | 0.00% | Reduce -4.4% | 185,153 | $10.0M |
| Nuveen, LLC | 0.00% | Reduce -4.6% | 184,551 | $10.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 178,059 | $9.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -17.6% | 177,047 | $9.5M |
| Earnest Partners LLC | 0.04% | Reduce -8.0% | 168,932 | $9.1M |
| Rhumbline Advisers | 0.01% | Reduce -2.4% | 164,383 | $8.9M |
| UBS Group AG | 0.00% | Add +16.9% | 163,519 | $8.8M |
| Clearbridge Investments, LLC | 0.01% | Add +2.2% | 158,594 | $8.6M |
| Citadel Advisors | 0.01% | Add +2749.3% | 153,234 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -5.7% | 147,454 | $8.0M |
| Edgestream Partners, L.P. | 0.23% | Reduce -9.4% | 145,498 | $7.8M |
| Lord, Abbett & Co. LLC | 0.02% | No change | 144,868 | $7.8M |
| Renaissance Technologies | 0.01% | Reduce -40.8% | 137,548 | $7.4M |
| Jane Street Group, LLC | 0.01% | Reduce -16.2% | 132,565 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 126,358 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.2% | 114,118 | $6.2M |
| Crawford Investment Counsel Inc. | 0.10% | Reduce -1.9% | 110,506 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 110,040 | $5.9M |
| Numerai GP LLC | 0.81% | New | 105,941 | $5.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.1% | 103,469 | $5.6M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -37.8% | 95,199 | $5.1M |
| AXA Investment Managers S.A. | 0.01% | — | 89,899 | $4.8M |
| Wilmington Savings Fund Society, FSB | 0.12% | Add +46.5% | 89,669 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 89,123 | $4.8M |
| Prudential Financial Inc. | 0.01% | Add +50.1% | 89,091 | $4.8M |
| First Trust Advisors LP | 0.00% | Reduce -13.1% | 87,995 | $4.7M |
| AQR Capital Management | 0.00% | Add +444.9% | 86,476 | $4.7M |
| Bridgeway Capital Management, LLC | 0.10% | Reduce -11.5% | 84,759 | $4.6M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 84,019 | $4.5M |
| Barclays PLC | 0.00% | Reduce -35.8% | 83,933 | $4.5M |
| Sei Investments Co. | 0.00% | Reduce -0.8% | 82,588 | $4.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +31.9% | 76,710 | $4.1M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 76,233 | $4.1M |
| Salzhauer Michael | 1.92% | No change | 19,329 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +7.0% | 68,262 | $3.7M |
| AlphaQuest LLC | 0.22% | Add +1163.4% | 63,322 | $3.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +13.4% | 62,645 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -36.9% | 58,681 | $3.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.2% | 57,066 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 54,712 | $3.0M |
| ExodusPoint Capital Management, LP | 0.04% | New | 52,409 | $2.8M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -2.9% | 46,998 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -24.7% | 44,803 | $2.4M |
| Intech Investment Management LLC | 0.02% | Add +35.6% | 43,831 | $2.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.6% | 41,489 | $2.2M |
| Trexquant Investment LP | 0.02% | New | 40,988 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +7.4% | 38,202 | $2.1M |
| Wedge Capital Management L L P | 0.03% | Reduce -7.9% | 35,688 | $1.9M |
| Comerica Bank | 0.01% | Reduce -7.7% | 35,030 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.2% | 34,281 | $1.8M |
| Corbyn Investment Management Inc. | 0.83% | No change | 33,685 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.8% | 32,593 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.1% | 32,221 | $1.7M |
| Aristotle Capital Boston, LLC | 0.09% | Reduce -6.3% | 31,318 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -2.2% | 30,766 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -9.7% | 30,518 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +596.8% | 30,192 | $1.6M |
| Verition Fund Management LLC | 0.01% | New | 27,039 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -18.2% | 26,017 | $1.4M |
| Voloridge Investment Management, LLC | 0.00% | New | 25,774 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -3.0% | 25,700 | $1.4M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -23.0% | 25,584 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 24,906 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Add +1.2% | 24,740 | $1.3M |
| HRT Financial LP | 0.00% | Add +138.8% | 23,501 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 23,021 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 22,447 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.0% | 22,146 | $1.2M |
| Quantbot Technologies LP | 0.03% | New | 21,667 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 21,382 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +0.4% | 20,894 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +20.2% | 20,806 | $1.1M |
| Cetera Investment Advisers | 0.00% | New | 20,584 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | New | 19,494 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.3% | 19,194 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Add +16.0% | 17,963 | $969K |
| Russell Investments Group, Ltd. | 0.00% | Add +79.1% | 17,550 | $946K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 17,401 | $938K |
| Yousif Capital Management, LLC | 0.01% | Reduce -18.3% | 17,308 | $933K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +13.6% | 17,050 | $920K |
| D. E. Shaw & Co. | 0.00% | Add +22.2% | 16,831 | $908K |
| Arizona State Retirement System | 0.00% | Reduce -1.7% | 16,786 | $905K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -15.7% | 16,357 | $882K |
| Amalgamated Bank | 0.01% | Reduce -0.8% | 16,113 | $869K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +21.6% | 16,060 | $866K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,705 | $847K |
| BNP Paribas Financial Markets | 0.00% | Add +147.2% | 15,667 | $845K |
| Lountzis Asset Management, LLC | 0.27% | No change | 15,071 | $813K |
| SummerHaven Investment Management, LLC | 0.46% | New | 14,562 | $785K |
| Teacher Retirement System of Texas | 0.00% | Add +16.1% | 14,262 | $769K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.2% | 14,254 | $769K |
| Glenmede Investment Management, LP | 0.00% | Add +8.6% | 14,224 | $767K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,085 | $760K |
| Verdence Capital Advisors LLC | 0.04% | No change | 14,000 | $752K |
| GAMCO Investors | 0.01% | Reduce -14.5% | 13,611 | $734K |
| Diversified Trust Co. | 0.01% | No change | 13,520 | $729K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.1% | 12,603 | $680K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -1.6% | 12,330 | $665K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -46.5% | 12,207 | $658K |
| Marshall Financial Group Inc. | 0.18% | No change | 12,075 | $651K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,616 | $626K |
| Los Angeles Capital Management LLC | 0.00% | Add +12.4% | 11,384 | $614K |
| MQS Management LLC | 0.35% | Add +69.1% | 11,251 | $607K |
| Brevan Howard Capital Management LP | 0.01% | Add +0.3% | 10,687 | $576K |
| Henshaw Capital LLC | 0.02% | Reduce -18.2% | 10,622 | $573K |
| ProShare Advisors LLC | 0.00% | Reduce -18.4% | 10,549 | $569K |
| &partners | 0.00% | Add +8.0% | 10,510 | $563K |
| Cerity Partners LLC | 0.00% | Reduce -38.3% | 10,423 | $562K |
| Voya Investment Management LLC | 0.00% | Reduce -36.3% | 10,239 | $552K |
| Modera Wealth Management, LLC | 0.01% | Reduce -41.3% | 10,216 | $551K |
| Equitable Holdings, Inc. | 0.00% | Add +0.3% | 10,200 | $550K |
| Tidal Investments LLC | 0.00% | Reduce -1.6% | 9,474 | $511K |
| Ironwood Investment Management LLC | 0.22% | No change | 9,270 | $500K |
| Royce & Associates LP | 0.00% | No change | 8,732 | $471K |
| Aquatic Capital Management LLC | 0.01% | New | 8,646 | $466K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,596 | $464K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.8% | 8,046 | $434K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,036 | $433K |
| Stifel Financial Corp. | 0.00% | Reduce -15.7% | 7,876 | $425K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.2% | 7,687 | $415K |
| Vestcor Inc | 0.01% | New | 7,553 | $407K |
| Quantinno Capital Management LP | 0.00% | Add +80.7% | 7,491 | $404K |
| FMR LLC | 0.00% | Add +35.8% | 7,462 | $402K |
| Two Sigma Investments, LP | 0.00% | Reduce -4.2% | 7,251 | $391K |
| Balyasny Asset Management L.P. | 0.00% | Add +4.1% | 7,240 | $390K |
| Haverford Trust Co | 0.00% | No change | 7,000 | $378K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.8% | 6,976 | $376K |
| Sippican Capital Advisors | 0.25% | New | 6,943 | $374K |
| FineMark National Bank & Trust | 0.01% | No change | 6,515 | $351K |
| Lido Advisors, LLC | 0.00% | Add +3.6% | 6,389 | $345K |
| STRS Ohio | 0.00% | No change | 6,300 | $340K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -14.1% | 6,269 | $338K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 6,228 | $336K |
| Westover Capital Advisors, LLC | 0.06% | No change | 6,185 | $334K |
| Planning Directions Inc. | 0.17% | Add +0.3% | 6,176 | $333K |
| iSAM Funds (UK) Ltd | 0.07% | New | 6,165 | $332K |
| Gsa Capital Partners LLP | 0.03% | Reduce -67.7% | 6,026 | $325K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 5,992 | $323K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,970 | $322K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +53.0% | 5,892 | $318K |
| Forum Financial Management, LP | 0.00% | Add +0.0% | 5,734 | $309K |
| BLB&B Advisors, LLC | 0.01% | No change | 5,610 | $303K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -53.5% | 5,579 | $301K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +23.1% | 5,500 | $297K |
| State of Wisconsin Investment Board | 0.00% | Reduce -0.1% | 5,478 | $295K |
| Mariner, LLC | 0.00% | Add +21.5% | 5,411 | $292K |
| Ethos Financial Group, LLC | 0.02% | Add +0.3% | 5,241 | $283K |
| Blueshift Asset Management, LLC | 0.09% | New | 5,177 | $279K |
| HighTower Advisors, LLC | 0.00% | Add +7.1% | 5,125 | $276K |
| Allegheny Financial Group | 0.05% | Add +0.3% | 5,113 | $276K |
| Strid Group, LLC | 0.04% | No change | 5,103 | $275K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 5,037 | $272K |
| Mutual Advisors, LLC | 0.01% | No change | 5,082 | $268K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 4,763 | $257K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -22.4% | 4,679 | $252K |
| Jacobi Capital Management LLC | 0.01% | No change | 4,500 | $243K |
| Profund Advisors LLC | 0.01% | Reduce -6.1% | 4,473 | $241K |
| Savant Capital, LLC | 0.00% | Add +4.6% | 4,466 | $241K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,460 | $241K |
| Xponance LLC | 0.00% | Reduce -2.4% | 4,397 | $237K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 4,370 | $236K |
| Creative Planning | 0.00% | New | 4,356 | $235K |
| Ieq Capital, LLC | 0.00% | New | 4,338 | $234K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.3% | 4,325 | $233K |
| Truist Financial Corp. | 0.00% | Reduce -10.7% | 4,310 | $232K |
| Ascent Group, LLC | 0.01% | New | 4,302 | $232K |
| PharVision Advisers, LLC | 0.13% | New | 4,276 | $231K |
| Two Sigma Advisers, LP | 0.00% | New | 4,255 | $229K |
| Sageworth Trust Co | 0.01% | No change | 4,181 | $225K |
| Focus Partners Wealth | 0.00% | Reduce -7.5% | 4,159 | $224K |
| Squarepoint Ops LLC | 0.00% | Reduce -78.0% | 4,106 | $221K |
| Stephens Inc. | 0.00% | No change | 4,101 | $221K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 3,867 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 4,101 | $221K |
| Lansing Street Advisors | 0.06% | Add +0.3% | 4,068 | $219K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Reduce -0.9% | 4,002 | $216K |
| Sterling Capital Management LLC | 0.00% | Add +147.3% | 3,878 | $209K |
| CIBC Asset Management Inc | 0.00% | Reduce -3.1% | 3,869 | $209K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.8% | 3,867 | $209K |
| Captrust Financial Advisors | 0.00% | New | 3,847 | $207K |
| US Bancorp \de | 0.00% | Add +12.3% | 3,845 | $207K |
| Bank of Montreal | 0.00% | Reduce -58.4% | 3,790 | $204K |
| Farther Finance Advisors, LLC | 0.00% | Add +197.8% | 3,722 | $201K |
| Point72 (DIFC) Ltd | 0.01% | New | 3,598 | $194K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.2% | 3,263 | $177K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,117 | $168K |
| Cwm, LLC | 0.00% | Add +238.5% | 3,114 | $168K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 3,019 | $163K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.9% | 2,889 | $156K |
| Hamilton Capital Partners Inc. | 0.01% | No change | 2,826 | $152K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.8% | 2,817 | $152K |
| LSV Asset Management | 0.00% | New | 2,400 | $129K |
| GAMMA Investing LLC | 0.01% | Add +14.4% | 1,939 | $105K |
| KBC Group NV | 0.00% | No change | 1,913 | $103K |
| POM Investment Strategies, LLC | 0.04% | No change | 1,506 | $81K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $81K |
| Seneschal Advisors, LLC | 0.06% | New | 1,450 | $78K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.1% | 1,435 | $77K |
| Arax Advisory Partners | 0.00% | Add +12910.0% | 1,301 | $70K |
| Key Financial Inc | 0.01% | No change | 1,030 | $55K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.6% | 927 | $50K |
| AdvisorNet Financial, Inc | 0.00% | No change | 860 | $46K |
| Quarry LP | 0.01% | Add +159.7% | 813 | $44K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 750 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.9% | 742 | $40K |
| Global Retirement Partners, LLC | 0.00% | Reduce -1.5% | 703 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | New | 670 | $36K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -3.1% | 614 | $33K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 600 | $32K |
| First Horizon Corp. | 0.00% | — | 583 | $31K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +312.4% | 433 | $24K |
| Essential Partners LLC | 0.01% | Add +10675.0% | 431 | $23K |
| Costello Asset Management, INC | 0.01% | No change | 430 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 361 | $19K |
| Wealthspire Advisors, LLC | 0.00% | New | 320 | $17K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +0.6% | 321 | $17K |
| Clearstead Advisors, LLC | 0.00% | Reduce -52.6% | 292 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $15K |
| Optiver Holding B.V. | 0.00% | Add +76.2% | 259 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $14K |
| Fifth Third Bancorp | 0.00% | Add +25.6% | 250 | $13K |
| UMB Bank, n.a. | 0.00% | Add +21.4% | 238 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 178 | $10K |
| IFP Advisors, Inc | 0.00% | Add +14.1% | 146 | $8K |
| Hemington Wealth Management | 0.00% | Add +3.9% | 133 | $7K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 118 | $6K |
| Private Wealth Management Group, LLC | 0.00% | No change | 115 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -13.8% | 112 | $6K |
| Private Trust Co. NA | 0.00% | Add +21.1% | 109 | $6K |
| Allworth Financial LP | 0.00% | New | 101 | $5K |
| Danske Bank A/S | 0.00% | No change | 100 | $5K |
| Bare Financial Services, Inc | 0.00% | No change | 90 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -20.5% | 62 | $3K |
| Salomon & Ludwin, LLC | 0.00% | New | 53 | $3K |
| Harbour Investments, 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 |
| Quadrant Capital Group LLC | 0.00% | New | 31 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 28 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 26 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +5.3% | 20 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 17 | $917 |
| Assetmark, Inc. | 0.00% | No change | 16 | $863 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $700 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 11 | $593 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -94.6% | 10 | $540 |
| Huntington National Bank | 0.00% | No change | 9 | $485 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $432 |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 6 | $320 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -16.7% | 5 | $270 |
| Abound Wealth Management | 0.00% | No change | 4 | $216 |
| Larson Financial Group LLC | 0.00% | Reduce -60.0% | 4 | $216 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $215 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $54 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $54 |
| Covestor Ltd | 0.00% | Reduce -98.6% | 3 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 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.