WSFS FinancialWSFS
13F holders, Q4 2025 (December 31)315holders +21
39new positions
22sold out
9famous investors
$55.25avg. 13F price*
At the end of Q4 2025, 315 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 21 from Q3 2025. 39 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($435.6M), Vanguard Group Inc. ($329.0M) and Dimensional Fund Advisors LP ($198.4M). 9 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $31.9M |
| Exits | 22 | $276.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,036,860 shares bought and 7,433,953 shares sold, net −5,397,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| BlackRock, Inc. | 0.01% | Reduce -0.7% | 7,884,824 | $435.6M |
| Vanguard Group Inc. | 0.00% | Reduce -2.9% | 5,956,546 | $329.0M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.2% | 3,592,463 | $198.4M |
| State Street Corp. | 0.01% | Reduce -4.3% | 2,893,238 | $159.8M |
| Franklin Resources Inc. | 0.03% | Add +1.3% | 2,465,792 | $136.2M |
| Nomura Asset Management International Inc. | 0.14% | — | 1,653,613 | $91.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.2% | 1,362,336 | $75.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.3% | 1,231,298 | $68.0M |
| Invesco Ltd. | 0.01% | Add +6.1% | 1,066,591 | $58.9M |
| Cooke & Bieler LP | 0.61% | Add +2.3% | 1,055,902 | $58.3M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -24.8% | 933,944 | $51.6M |
| Pzena Investment Management LLC | 0.14% | Reduce -5.6% | 876,816 | $48.4M |
| Frontier Capital Management Co. LLC | 0.46% | Reduce -0.9% | 792,501 | $43.8M |
| Brown Advisory Inc. | 0.06% | Reduce -5.2% | 788,575 | $43.6M |
| Norges Bank | 0.00% | — | 709,500 | $39.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.5% | 696,551 | $38.5M |
| American Century Companies Inc. | 0.02% | Reduce -3.4% | 678,620 | $37.5M |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 662,304 | $36.6M |
| Palisade Capital Management, LP | 1.16% | Reduce -11.0% | 633,974 | $35.0M |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 580,561 | $32.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -9.3% | 579,625 | $32.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -3.2% | 547,522 | $30.2M |
| Morgan Stanley | 0.00% | Add +22.4% | 522,821 | $28.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +71.5% | 470,191 | $26.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.7% | 413,617 | $23.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 406,111 | $22.4M |
| Aberdeen Group plc | 0.03% | Reduce -4.6% | 383,212 | $21.2M |
| Boston Partners | 0.02% | Reduce -2.9% | 340,772 | $18.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.6% | 260,644 | $14.4M |
| New York State Common Retirement Fund | 0.02% | Add +5.2% | 244,671 | $13.5M |
| Millennium Management | 0.01% | Reduce -38.0% | 236,142 | $13.0M |
| Fisher Asset Management | 0.00% | Add +0.0% | 227,946 | $12.6M |
| Point72 Asset Management | 0.02% | New | 222,041 | $12.3M |
| UBS Group AG | 0.00% | Add +31.3% | 214,753 | $11.9M |
| Wells Fargo & Company | 0.00% | Add +7.6% | 191,641 | $10.6M |
| Public Sector Pension Investment Board | 0.04% | Reduce -13.3% | 189,262 | $10.5M |
| Nuveen, LLC | 0.00% | Reduce -3.4% | 178,272 | $9.8M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +0.8% | 178,404 | $9.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +98.2% | 176,628 | $9.8M |
| Wellington Management Group LLP | 0.00% | Reduce -6.8% | 172,643 | $9.5M |
| Earnest Partners LLC | 0.04% | Reduce -6.7% | 157,664 | $8.7M |
| AQR Capital Management | 0.00% | Add +80.2% | 155,805 | $8.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +99.8% | 153,234 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -7.9% | 151,378 | $8.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -6.9% | 147,697 | $8.2M |
| Jane Street Group, LLC | 0.01% | Add +11.3% | 147,536 | $8.1M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -1.8% | 142,276 | $7.9M |
| Legal & General Group Plc | 0.00% | Reduce -4.7% | 140,584 | $7.8M |
| Tudor Investment Corporation | 0.04% | Add +541.3% | 137,124 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -30.1% | 130,950 | $7.2M |
| Sei Investments Co. | 0.01% | Add +46.5% | 121,003 | $6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.9% | 116,818 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.1% | 114,809 | $6.3M |
| Crawford Investment Counsel Inc. | 0.10% | Add +2.7% | 113,506 | $6.3M |
| Swiss National Bank | 0.00% | No change | 110,040 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 108,106 | $6.0M |
| Barclays PLC | 0.00% | Add +24.8% | 104,758 | $5.8M |
| Two Sigma Investments, LP | 0.01% | Add +1339.9% | 104,410 | $5.8M |
| First Trust Advisors LP | 0.00% | Add +3.3% | 90,910 | $5.0M |
| Numerai GP LLC | 0.58% | Reduce -17.7% | 87,147 | $4.8M |
| Prudential Financial Inc. | 0.01% | Reduce -5.4% | 84,280 | $4.7M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.6% | 81,019 | $4.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +12984.5% | 80,339 | $4.4M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -16.9% | 79,118 | $4.4M |
| Wilmington Savings Fund Society, FSB | 0.10% | Reduce -12.2% | 78,697 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +342.8% | 74,520 | $4.1M |
| Bridgeway Capital Management, LLC | 0.08% | Reduce -18.5% | 69,059 | $3.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.3% | 68,460 | $3.8M |
| AlphaQuest LLC | 0.18% | Reduce -6.4% | 59,253 | $3.3M |
| Edgestream Partners, L.P. | 0.09% | Reduce -59.8% | 58,487 | $3.2M |
| ExodusPoint Capital Management, LP | 0.04% | Add +8.8% | 57,013 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -62.9% | 56,895 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -3.2% | 52,956 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Add +1092.8% | 50,755 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -13.8% | 50,594 | $2.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 50,012 | $2.8M |
| Trexquant Investment LP | 0.02% | Add +18.3% | 48,486 | $2.7M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -23.4% | 47,956 | $2.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -17.1% | 47,311 | $2.6M |
| Deutsche Bank AG | 0.00% | Add +4.5% | 46,824 | $2.6M |
| Balyasny Asset Management L.P. | 0.00% | Add +520.8% | 44,948 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +38.9% | 44,749 | $2.5M |
| Denali Advisors LLC | 0.27% | New | 43,900 | $2.4M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -7.0% | 43,689 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +597.2% | 41,775 | $2.3M |
| Intech Investment Management LLC | 0.02% | Reduce -5.0% | 41,623 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.3% | 40,604 | $2.2M |
| Voloridge Investment Management, LLC | 0.01% | Add +57.4% | 40,562 | $2.2M |
| Campbell & CO Investment Adviser LLC | 0.11% | Add +135.7% | 40,179 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -71.3% | 39,477 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.4% | 38,416 | $2.1M |
| Wedge Capital Management L L P | 0.03% | Reduce -2.1% | 34,929 | $1.9M |
| Corbyn Investment Management Inc. | 0.85% | Reduce -3.3% | 32,585 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.8% | 32,296 | $1.8M |
| Comerica Bank | 0.01% | Reduce -10.5% | 31,345 | $1.7M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.4% | 31,164 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Add +338.6% | 30,594 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.8% | 30,282 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Add +20.7% | 29,861 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -3.2% | 29,772 | $1.6M |
| Creative Planning | 0.00% | Add +582.9% | 29,748 | $1.6M |
| Aristotle Capital Boston, LLC | 0.09% | Reduce -8.1% | 28,794 | $1.6M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -10.1% | 22,990 | $1.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.2% | 25,973 | $1.4M |
| Dark Forest Capital Management LP | 0.07% | New | 25,893 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.7% | 25,000 | $1.4M |
| XTX Topco Ltd | 0.04% | New | 24,846 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.3% | 24,587 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +15.3% | 23,988 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 23,021 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +26.7% | 22,754 | $1.3M |
| Canada Pension Plan Investment Board | 0.00% | New | 22,600 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 22,104 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 22,057 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -6.0% | 19,356 | $1.1M |
| Quantbot Technologies LP | 0.04% | Reduce -10.7% | 19,353 | $1.1M |
| Salzhauer Michael | 0.47% | No change | 19,329 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 18,993 | $1.1M |
| Man Group plc | 0.00% | New | 18,657 | $1.0M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 18,544 | $1.0M |
| Twinbeech Capital LP | 0.07% | New | 18,330 | $1.0M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Reduce -10.2% | 17,509 | $967K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 17,401 | $961K |
| Entropy Technologies, LP | 0.05% | New | 17,395 | $961K |
| Engineers Gate Manager LP | 0.01% | Reduce -42.9% | 17,252 | $953K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.3% | 16,964 | $937K |
| Amalgamated Bank | 0.01% | Reduce -1.1% | 15,932 | $880K |
| Handelsbanken Fonder AB | 0.00% | No change | 15,705 | $868K |
| Arizona State Retirement System | 0.00% | Reduce -7.1% | 15,591 | $861K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -19.9% | 15,379 | $850K |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.4% | 14,822 | $834K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -7.6% | 14,845 | $820K |
| Lountzis Asset Management, LLC | 0.29% | Reduce -3.0% | 14,621 | $808K |
| SummerHaven Investment Management, LLC | 0.46% | No change | 14,562 | $804K |
| Verition Fund Management LLC | 0.00% | Reduce -46.6% | 14,450 | $798K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -12.4% | 14,321 | $791K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,085 | $778K |
| Verdence Capital Advisors LLC | 0.05% | No change | 14,000 | $773K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.0% | 13,536 | $748K |
| Assenagon Asset Management S.A. | 0.00% | New | 13,506 | $746K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.0% | 12,999 | $718K |
| Graham Capital Management, L.P. | 0.03% | New | 12,593 | $696K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.8% | 12,503 | $691K |
| Glenmede Trust Co. NA | 0.00% | — | 12,301 | $680K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 12,261 | $677K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -3.2% | 11,930 | $659K |
| FMR LLC | 0.00% | Add +59.7% | 11,917 | $658K |
| GAMCO Investors | 0.01% | Reduce -13.2% | 11,809 | $652K |
| Mariner, LLC | 0.00% | Add +115.3% | 11,648 | $644K |
| UNIVEST FINANCIAL Corp | 0.03% | No change | 11,616 | $642K |
| Cerity Partners LLC | 0.00% | Add +8.7% | 11,327 | $626K |
| Fieldview Capital Management, LLC | 0.10% | New | 11,102 | $613K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 10,872 | $601K |
| Ieq Capital, LLC | 0.00% | Add +149.5% | 10,825 | $598K |
| Sippican Capital Advisors | 0.38% | Add +53.2% | 10,638 | $588K |
| Equitable Holdings, Inc. | 0.00% | Add +0.3% | 10,227 | $565K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 10,219 | $564K |
| &partners | 0.00% | Reduce -3.6% | 10,135 | $560K |
| Teacher Retirement System of Texas | 0.00% | Reduce -29.3% | 10,086 | $557K |
| Voya Investment Management LLC | 0.00% | Reduce -2.6% | 9,977 | $551K |
| Tidal Investments LLC | 0.00% | Reduce -0.2% | 9,456 | $522K |
| Quantinno Capital Management LP | 0.00% | Add +26.0% | 9,438 | $521K |
| Ironwood Investment Management LLC | 0.22% | No change | 9,270 | $512K |
| Royce & Associates LP | 0.00% | No change | 8,732 | $482K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,596 | $475K |
| Maryland State Retirement & Pension System | 0.01% | No change | 8,046 | $444K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,036 | $444K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.2% | 7,699 | $425K |
| Janney Montgomery Scott LLC | 0.00% | Add +20.9% | 7,531 | $416K |
| MQS Management LLC | 0.24% | Reduce -33.4% | 7,490 | $414K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.7% | 7,168 | $405K |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 7,324 | $405K |
| Haverford Trust Co | 0.00% | No change | 7,000 | $387K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +20.8% | 6,645 | $367K |
| Profund Advisors LLC | 0.01% | Add +47.1% | 6,581 | $364K |
| FineMark National Bank & Trust | 0.01% | No change | 6,515 | $360K |
| Lido Advisors, LLC | 0.00% | Add +3.8% | 6,629 | $360K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -40.6% | 6,345 | $350K |
| EntryPoint Capital, LLC | 0.14% | New | 6,315 | $349K |
| STRS Ohio | 0.00% | No change | 6,300 | $348K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -0.3% | 6,249 | $345K |
| Planning Directions Inc. | 0.17% | Add +0.3% | 6,195 | $342K |
| Acadian Asset Management LLC | 0.00% | New | 6,122 | $338K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -1.1% | 6,115 | $338K |
| DGS Capital Management, LLC | 0.06% | New | 5,981 | $330K |
| DRW Securities, LLC | 0.02% | New | 5,880 | $325K |
| JMN Financial LLC | 0.32% | — | 5,844 | $323K |
| Forum Financial Management, LP | 0.00% | Reduce -1.1% | 5,674 | $313K |
| Focus Partners Wealth | 0.00% | Add +35.4% | 5,630 | $311K |
| HighTower Advisors, LLC | 0.00% | Add +9.7% | 5,622 | $311K |
| BLB&B Advisors, LLC | 0.01% | No change | 5,610 | $310K |
| Cwm, LLC | 0.00% | Add +70.4% | 5,307 | $293K |
| Ethos Financial Group, LLC | 0.02% | Add +0.3% | 5,257 | $290K |
| Allegheny Financial Group | 0.04% | Add +0.3% | 5,129 | $283K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 5,126 | $283K |
| Mercer Global Advisors Inc. | 0.00% | Add +18.4% | 5,123 | $283K |
| Strid Group, LLC | 0.04% | No change | 5,103 | $282K |
| Mutual Advisors, LLC | 0.01% | No change | 5,082 | $281K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.7% | 4,839 | $267K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,679 | $258K |
| Vise Technologies, Inc. | 0.00% | New | 4,567 | $252K |
| Hamilton Capital Partners Inc. | 0.01% | Add +59.8% | 4,516 | $249K |
| Jacobi Capital Management LLC | 0.01% | No change | 4,500 | $249K |
| Affinity Wealth Management LLC | 0.04% | No change | 4,460 | $246K |
| Xponance LLC | 0.00% | Add +0.8% | 4,431 | $245K |
| Captrust Financial Advisors | 0.00% | Add +13.3% | 4,357 | $241K |
| Ascent Group, LLC | 0.01% | Add +0.6% | 4,326 | $239K |
| Truist Financial Corp. | 0.00% | No change | 4,310 | $238K |
| Virtu Financial LLC | 0.01% | New | 4,283 | $237K |
| Weiss Asset Management LP | 0.00% | New | 4,257 | $235K |
| Prosperity Advisers, LLC | 0.19% | — | 4,112 | $227K |
| Stephens Inc. | 0.00% | No change | 4,101 | $227K |
| Lansing Street Advisors | 0.06% | Add +0.3% | 4,081 | $225K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -66.8% | 4,057 | $224K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -0.1% | 3,998 | $221K |
| Savant Capital, LLC | 0.00% | Reduce -12.4% | 3,914 | $216K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,867 | $214K |
| US Bancorp \de | 0.00% | No change | 3,845 | $212K |
| Cibc World Markets Corp. | 0.00% | — | 3,705 | $205K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -66.2% | 3,844 | $203K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.6% | 3,666 | $203K |
| CIBC Asset Management Inc | 0.00% | Reduce -5.1% | 3,670 | $203K |
| Bank of Montreal | 0.00% | Reduce -3.8% | 3,645 | $201K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.3% | 3,534 | $197K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.0% | 3,276 | $181K |
| Sterling Capital Management LLC | 0.00% | Reduce -16.7% | 3,231 | $178K |
| Assetmark, Inc. | 0.00% | Add +19862.5% | 3,194 | $176K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 3,019 | $167K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 2,995 | $165K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.2% | 2,880 | $159K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.6% | 2,683 | $148K |
| LSV Asset Management | 0.00% | No change | 2,400 | $133K |
| GAMMA Investing LLC | 0.01% | Add +2.9% | 1,995 | $110K |
| Caitong International Asset Management Co., Ltd | 0.03% | New | 1,924 | $106K |
| Aquatic Capital Management LLC | 0.00% | Reduce -77.8% | 1,919 | $106K |
| KBC Group NV | 0.00% | No change | 1,913 | $106K |
| Global Retirement Partners, LLC | 0.00% | Add +165.9% | 1,869 | $103K |
| Parkside Financial Bank & Trust | 0.01% | Add +11.4% | 1,598 | $88K |
| POM Investment Strategies, LLC | 0.04% | No change | 1,506 | $83K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $83K |
| Seneschal Advisors, LLC | 0.06% | No change | 1,450 | $80K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.7% | 1,338 | $74K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,335 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.8% | 1,148 | $63K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Add +6.5% | 916 | $51K |
| Key Financial Inc | 0.01% | Reduce -17.4% | 851 | $47K |
| First Horizon Corp. | 0.00% | Add +40.1% | 817 | $45K |
| Clearstead Advisors, LLC | 0.00% | Add +167.5% | 781 | $43K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.6% | 754 | $42K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 750 | $41K |
| Essential Partners LLC | 0.01% | Add +61.0% | 694 | $38K |
| Torren Management, LLC | 0.02% | — | 635 | $35K |
| NewEdge Advisors, LLC | 0.00% | New | 606 | $33K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -17.8% | 551 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +0.7% | 436 | $24K |
| Kemnay Advisory Services Inc. | 0.00% | New | 435 | $24K |
| Costello Asset Management, INC | 0.01% | No change | 430 | $24K |
| IFP Advisors, Inc | 0.00% | Add +180.8% | 410 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Add +579.3% | 360 | $20K |
| Covestor Ltd | 0.01% | Add +12233.3% | 370 | $20K |
| Bessemer Group Inc. | 0.00% | Reduce -98.4% | 343 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 316 | $17K |
| Versant Capital Management, Inc | 0.00% | No change | 280 | $15K |
| UMB Bank, n.a. | 0.00% | Add +7.6% | 256 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $14K |
| Allworth Financial LP | 0.00% | Add +148.5% | 251 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -3.6% | 241 | $13K |
| Root Financial Partners, LLC | 0.00% | Add +25.8% | 224 | $12K |
| Rothschild Investment LLC | 0.00% | Add +78.6% | 200 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 115 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 113 | $6K |
| Private Trust Co. NA | 0.00% | No change | 109 | $6K |
| Bare Financial Services, Inc | 0.00% | Add +17.8% | 106 | $6K |
| Danske Bank A/S | 0.00% | No change | 100 | $6K |
| Optiver Holding B.V. | 0.00% | Reduce -63.3% | 95 | $5K |
| Quarry LP | 0.00% | Reduce -89.7% | 84 | $5K |
| Arax Advisory Partners | 0.00% | Reduce -94.0% | 78 | $4K |
| WPG Advisers, LLC | 0.00% | Add +1.6% | 63 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 60 | $3K |
| MAI Capital Management | 0.00% | New | 54 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 52 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +65.4% | 43 | $2K |
| True Wealth Design, LLC | 0.00% | Add +28.6% | 36 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -7.9% | 35 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 31 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 30 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 27 | $1K |
| International Assets Investment Management, LLC | 0.00% | New | 27 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +15.0% | 23 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +120.0% | 22 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +29.4% | 22 | $1K |
| Tompkins Financial Corp. | 0.00% | New | 22 | $1K |
| Brandywine Financial Group | 0.00% | — | 21 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 16 | $901 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +9.1% | 12 | $663 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $663 |
| CIBC Private Wealth Group LLC | 0.00% | New | 12 | $663 |
| Flagship Harbor Advisors, LLC | 0.00% | New | 9 | $499 |
| SJS Investment Consulting Inc. | 0.00% | Add +12.5% | 9 | $498 |
| Optima Capital LLC | 0.00% | New | 9 | $497 |
| North Star Investment Management Corp. | 0.00% | New | 9 | $497 |
| Larson Financial Group LLC | 0.00% | Add +125.0% | 9 | $497 |
| Ankerstar Wealth, LLC | 0.00% | — | 7 | $387 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 6 | $331 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $277 |
| Abound Wealth Management | 0.00% | No change | 4 | $221 |
| TD Private Client Wealth LLC | 0.00% | New | 4 | $221 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $63 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $56 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $56 |
| Gilpin Wealth Management, LLC | 0.00% | — | 1 | $56 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.