WSFS FinancialWSFS
13F holders, Q1 2026 (March 31)331holders +16
49new positions
31sold out
8famous investors
$65.32avg. 13F price*
At the end of Q1 2026, 331 institutions reported holding WSFS Financial Corp. (WSFS) in their 13F filings, up 16 from Q4 2025. 49 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($500.8M), Dimensional Fund Advisors LP ($233.1M) and Vanguard Portfolio Management LLC ($213.3M). 8 famous investors held it, including Ray Dalio (0.0% of Bridgewater Associates's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- WSFS Financial Corp.
- CUSIP
- 929328102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $80.4M |
| Exits | 31 | $51.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,835,786 shares bought and 3,534,004 shares sold, net −698,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| BlackRock, Inc. | 0.01% | Reduce -3.0% | 7,650,537 | $500.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.9% | 3,560,556 | $233.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,257,822 | $213.3M |
| State Street Corp. | 0.01% | Add +0.3% | 2,902,744 | $190.0M |
| Franklin Resources Inc. | 0.04% | Add +4.4% | 2,575,172 | $168.6M |
| Vanguard Capital Management LLC | 0.00% | — | 2,367,989 | $155.0M |
| Nomura Asset Management International Inc. | 0.17% | Reduce -6.7% | 1,542,692 | $101.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.1% | 1,360,553 | $89.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 1,096,799 | $70.7M |
| Invesco Ltd. | 0.01% | Reduce -11.4% | 944,868 | $61.9M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -2.7% | 908,558 | $59.5M |
| Pzena Investment Management LLC | 0.19% | Add +0.2% | 878,588 | $57.5M |
| Cooke & Bieler LP | 0.58% | Reduce -25.3% | 789,302 | $51.7M |
| Brown Advisory Inc. | 0.08% | Reduce -5.5% | 744,889 | $48.8M |
| Bank of America Corp. | 0.00% | Add +11.4% | 737,587 | $48.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.4% | 699,183 | $45.8M |
| American Century Companies Inc. | 0.02% | Add +1.9% | 691,361 | $45.3M |
| Frontier Capital Management Co. LLC | 0.45% | Reduce -14.8% | 675,496 | $44.2M |
| Palisade Capital Management, LP | 1.38% | Reduce -7.4% | 587,253 | $38.4M |
| Northern Trust Corp. | 0.01% | Add +0.1% | 581,213 | $38.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -3.2% | 530,175 | $34.7M |
| Vaughan Nelson Investment Management, L.P. | 0.34% | New | 524,180 | $34.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.3% | 504,365 | $33.0M |
| Morgan Stanley | 0.00% | Reduce -17.7% | 430,394 | $28.2M |
| Principal Financial Group Inc. | 0.01% | Add +64.0% | 427,481 | $28.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -14.5% | 495,707 | $27.4M |
| Raymond James Financial Inc. | 0.01% | Add +0.8% | 416,739 | $26.9M |
| Aberdeen Group plc | 0.04% | Add +2.0% | 391,077 | $25.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 387,125 | $25.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 349,163 | $22.9M |
| Nuveen, LLC | 0.00% | Add +53.6% | 273,840 | $17.9M |
| AQR Capital Management | 0.01% | Add +64.9% | 256,875 | $16.8M |
| Two Sigma Investments, LP | 0.01% | Add +142.5% | 253,204 | $16.6M |
| Freestone Grove Partners LP | 0.12% | New | 251,148 | $16.4M |
| UBS Group AG | 0.00% | Add +15.9% | 248,889 | $16.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -5.4% | 231,396 | $15.1M |
| Fisher Asset Management | 0.01% | Reduce -0.0% | 227,911 | $14.9M |
| Clearbridge Investments, LLC | 0.01% | Add +29.7% | 191,625 | $12.5M |
| Public Sector Pension Investment Board | 0.04% | Add +0.9% | 191,040 | $12.5M |
| Sei Investments Co. | 0.01% | Add +44.1% | 174,419 | $11.4M |
| Jane Street Group, LLC | 0.01% | Add +14.6% | 169,122 | $11.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.6% | 148,954 | $9.8M |
| Wellington Management Group LLP | 0.00% | Reduce -15.8% | 145,383 | $9.5M |
| Earnest Partners LLC | 0.04% | Reduce -8.2% | 144,762 | $9.5M |
| Wells Fargo & Company | 0.00% | Reduce -25.1% | 143,552 | $9.4M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -1.9% | 139,554 | $9.1M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.9% | 133,933 | $8.8M |
| Victory Capital Management Inc. | 0.01% | Add +466.2% | 128,825 | $8.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -19.1% | 123,941 | $8.1M |
| Legal & General Group Plc | 0.00% | Reduce -12.9% | 122,416 | $8.0M |
| Crawford Investment Counsel Inc. | 0.13% | Add +5.5% | 119,786 | $7.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.6% | 118,637 | $7.8M |
| Natixis Advisors, LLC | 0.01% | Add +380.0% | 115,147 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 111,854 | $7.3M |
| Citadel Advisors | 0.01% | Add +92.2% | 109,326 | $7.2M |
| Swiss National Bank | 0.00% | Reduce -1.7% | 108,140 | $7.1M |
| First Trust Advisors LP | 0.01% | Add +17.9% | 107,196 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 101,307 | $6.6M |
| Great Lakes Advisors, LLC | 0.05% | Add +16.3% | 92,004 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +7.8% | 90,835 | $5.9M |
| Bridgewater Associates | 0.03% | New | 89,339 | $5.8M |
| Algert Global LLC | 0.09% | New | 86,837 | $5.7M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -0.4% | 78,407 | $5.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Reduce -4.7% | 76,606 | $5.0M |
| Intech Investment Management LLC | 0.05% | Add +71.6% | 71,417 | $4.7M |
| Bessemer Group Inc. | 0.01% | Add +20548.1% | 70,823 | $4.6M |
| FMR LLC | 0.00% | Add +470.8% | 68,020 | $4.5M |
| California State Teachers Retirement System | 0.00% | Add +25.5% | 66,481 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -51.1% | 64,041 | $4.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -7.3% | 63,500 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -30.9% | 51,497 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +55.9% | 47,704 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -6.4% | 47,352 | $3.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 47,068 | $3.1M |
| XTX Topco Ltd | 0.05% | Add +87.3% | 46,526 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -3.4% | 45,254 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.8% | 44,580 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.3% | 43,727 | $2.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -10.4% | 42,977 | $2.8M |
| Bridgeway Capital Management, LLC | 0.06% | Reduce -39.1% | 42,059 | $2.8M |
| Millennium Management | 0.00% | Reduce -82.6% | 41,146 | $2.7M |
| Hantz Financial Services, Inc. | 0.04% | Reduce -7.9% | 40,230 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Add +68.0% | 38,625 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 36,496 | $2.4M |
| Trexquant Investment LP | 0.02% | Reduce -26.1% | 35,838 | $2.3M |
| Oliver Luxxe Assets LLC | 0.34% | New | 34,428 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -16.9% | 33,727 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Add +12.5% | 33,587 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +1.9% | 32,926 | $2.2M |
| Barclays PLC | 0.00% | Reduce -69.1% | 32,345 | $2.1M |
| Tudor Investment Corporation | 0.01% | Reduce -77.2% | 31,219 | $2.0M |
| Vanguard Global Advisers, LLC | 0.00% | — | 30,571 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.7% | 29,093 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -4.8% | 28,826 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +11821.6% | 28,731 | $1.9M |
| Aristotle Capital Boston, LLC | 0.11% | Reduce -1.6% | 28,322 | $1.9M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -5.2% | 28,225 | $1.8M |
| Wedge Capital Management L L P | 0.03% | Reduce -21.6% | 27,389 | $1.8M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +55.7% | 27,101 | $1.8M |
| HRT Financial LP | 0.00% | New | 26,405 | $1.7M |
| Lazard Asset Management LLC | 0.00% | New | 26,358 | $1.7M |
| LPL Financial LLC | 0.00% | Add +15.0% | 25,412 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -3.5% | 25,054 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.0% | 24,576 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +125.7% | 24,427 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -5.2% | 23,700 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +21.8% | 23,138 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -41.5% | 23,077 | $1.5M |
| Janus Henderson Group PLC | 0.00% | No change | 23,021 | $1.5M |
| Canada Pension Plan Investment Board | 0.00% | No change | 22,600 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 21,545 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +110.7% | 21,255 | $1.4M |
| Corbyn Investment Management Inc. | 0.64% | Reduce -36.0% | 20,838 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +6.3% | 20,570 | $1.3M |
| Salzhauer Michael | 0.60% | No change | 19,329 | $1.3M |
| Creative Planning | 0.00% | Reduce -36.2% | 18,992 | $1.2M |
| Integrated Quantitative Investments LLC | 0.21% | New | 18,034 | $1.2M |
| Los Angeles Capital Management LLC | 0.00% | Add +364.9% | 17,870 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | New | 17,814 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.8% | 17,811 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +190.9% | 17,812 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +42.9% | 17,521 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Add +2.2% | 17,336 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +47.9% | 16,751 | $1.1M |
| Mariner, LLC | 0.00% | Add +39.0% | 16,193 | $1.1M |
| Graham Capital Management, L.P. | 0.05% | Add +24.8% | 15,710 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 15,705 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -3.2% | 15,429 | $1.0M |
| Man Group plc | 0.00% | Reduce -17.8% | 15,335 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -3.7% | 15,019 | $983K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 14,753 | $966K |
| Lountzis Asset Management, LLC | 0.35% | No change | 14,621 | $957K |
| Dark Forest Capital Management LP | 0.08% | Reduce -44.0% | 14,486 | $948K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -2.7% | 14,442 | $945K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.8% | 14,412 | $943K |
| Horizon Investments, LLC | 0.01% | New | 14,277 | $932K |
| Quantinno Capital Management LP | 0.00% | Add +50.1% | 14,168 | $927K |
| Summit Trail Advisors, LLC | 0.01% | New | 14,117 | $924K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 14,085 | $922K |
| Verdence Capital Advisors LLC | 0.05% | No change | 14,000 | $916K |
| Janney Montgomery Scott LLC | 0.00% | Add +83.6% | 13,828 | $905K |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -5.2% | 13,571 | $889K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.4% | 13,208 | $865K |
| SummerHaven Investment Management, LLC | 0.52% | Reduce -11.1% | 12,953 | $848K |
| Glenmede Trust Co. NA | 0.00% | Add +4.1% | 12,804 | $838K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -93.1% | 12,247 | $802K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.4% | 12,203 | $799K |
| BNP Paribas Financial Markets | 0.00% | Reduce -6.8% | 12,112 | $793K |
| Tidal Investments LLC | 0.00% | Add +26.6% | 11,975 | $784K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,930 | $781K |
| Bailard, Inc. | 0.02% | New | 11,800 | $772K |
| UNIVEST FINANCIAL Corp | 0.04% | No change | 11,616 | $760K |
| Sippican Capital Advisors | 0.50% | Add +4.2% | 11,089 | $726K |
| Marshall Wace, LLP | 0.00% | New | 10,700 | $700K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.1% | 10,214 | $669K |
| &partners | 0.00% | Reduce -0.5% | 10,081 | $653K |
| Ironwood Investment Management LLC | 0.25% | No change | 9,270 | $607K |
| Voya Investment Management LLC | 0.00% | Reduce -7.8% | 9,199 | $602K |
| Pictet Asset Management Holding SA | 0.00% | Add +11.3% | 8,945 | $586K |
| Cwm, LLC | 0.00% | Add +64.1% | 8,708 | $570K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -50.5% | 8,663 | $567K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 10,250 | $566K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,596 | $563K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -79.3% | 8,388 | $549K |
| Jones Financial Companies LLLP | 0.00% | Add +1874.8% | 8,610 | $546K |
| ProShare Advisors LLC | 0.00% | Reduce -23.5% | 8,314 | $544K |
| Lido Advisors, LLC | 0.00% | Add +24.5% | 8,253 | $540K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -83.8% | 8,078 | $529K |
| Alps Advisors Inc. | 0.00% | New | 7,900 | $517K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.4% | 7,806 | $511K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.5% | 7,764 | $508K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +11.9% | 7,436 | $487K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 7,330 | $480K |
| DGS Capital Management, LLC | 0.08% | Add +19.6% | 7,156 | $468K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.6% | 6,912 | $458K |
| Haverford Trust Co | 0.00% | No change | 7,000 | $458K |
| Mercer Global Advisors Inc. | 0.00% | Add +36.1% | 6,973 | $456K |
| Focus Partners Wealth | 0.00% | Add +20.1% | 6,761 | $443K |
| JMN Financial LLC | 0.42% | Add +12.3% | 6,563 | $430K |
| Planning Directions Inc. | 0.22% | Add +5.3% | 6,525 | $427K |
| Commerce Bank | 0.00% | New | 6,515 | $426K |
| Royce & Associates LP | 0.00% | Reduce -27.2% | 6,354 | $416K |
| EntryPoint Capital, LLC | 0.12% | No change | 6,315 | $413K |
| STRS Ohio | 0.00% | No change | 6,300 | $412K |
| Westover Capital Advisors, LLC | 0.07% | No change | 6,115 | $400K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -2.2% | 6,112 | $400K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,761 | $377K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | New | 5,756 | $377K |
| GTS Securities LLC | 0.01% | New | 5,690 | $372K |
| BLB&B Advisors, LLC | 0.02% | No change | 5,610 | $367K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 5,561 | $364K |
| DRW Securities, LLC | 0.02% | Reduce -6.8% | 5,478 | $359K |
| Captrust Financial Advisors | 0.00% | Add +25.1% | 5,451 | $357K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -14.8% | 5,405 | $354K |
| State of Wisconsin Investment Board | 0.00% | New | 5,327 | $349K |
| Numerai GP LLC | 0.03% | Reduce -94.1% | 5,171 | $338K |
| Mutual Advisors, LLC | 0.01% | Add +0.9% | 5,126 | $336K |
| Xponance LLC | 0.00% | Add +15.6% | 5,122 | $335K |
| Strid Group, LLC | 0.04% | No change | 5,103 | $334K |
| Allegheny Financial Group | 0.04% | Reduce -3.2% | 4,963 | $325K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.2% | 4,781 | $313K |
| Counterpoint Mutual Funds LLC | 0.05% | Reduce -7.3% | 4,754 | $311K |
| Hillsdale Investment Management Inc. | 0.01% | New | 4,620 | $302K |
| Cambria Investment Management, L.P. | 0.02% | New | 4,575 | $299K |
| Brooklyn Investment Group | 0.01% | New | 4,557 | $298K |
| Jacobi Capital Management LLC | 0.02% | No change | 4,500 | $295K |
| Savant Capital, LLC | 0.00% | Add +14.7% | 4,491 | $294K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 4,489 | $294K |
| Affinity Wealth Management LLC | 0.04% | Reduce -0.2% | 4,450 | $291K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.5% | 4,373 | $286K |
| Fieldview Capital Management, LLC | 0.08% | Reduce -60.9% | 4,345 | $284K |
| Ascent Group, LLC | 0.01% | Add +0.4% | 4,343 | $284K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -89.7% | 4,296 | $281K |
| M&T Bank Corp | 0.00% | New | 4,250 | $278K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 4,225 | $277K |
| Profund Advisors LLC | 0.01% | Reduce -37.3% | 4,129 | $270K |
| Prosperity Advisers, LLC | 0.22% | No change | 4,112 | $269K |
| Stephens Inc. | 0.00% | No change | 4,101 | $268K |
| Lansing Street Advisors | 0.07% | Add +0.3% | 4,092 | $268K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,057 | $266K |
| US Bancorp \de | 0.00% | Add +5.3% | 4,047 | $265K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +0.9% | 4,035 | $264K |
| Truist Financial Corp. | 0.00% | Reduce -6.7% | 4,021 | $263K |
| Stillwater Private Wealth, LLC | 0.22% | — | 3,953 | $258K |
| Polymer Capital Management (US) LLC | 0.04% | New | 3,929 | $257K |
| Bank of Montreal | 0.00% | Add +7.5% | 3,919 | $257K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,867 | $253K |
| Vise Technologies, Inc. | 0.01% | No change | 4,567 | $252K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,686 | $241K |
| Choreo, LLC | 0.00% | New | 3,653 | $239K |
| CIBC Asset Management Inc | 0.00% | Reduce -2.9% | 3,565 | $233K |
| DNB Asset Management AS | 0.00% | New | 3,476 | $228K |
| Bayforest Capital Ltd | 0.25% | New | 3,363 | $220K |
| Sensenig Capital Advisors, Inc | 0.22% | New | 3,300 | $216K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,255 | $213K |
| BDFS Capital LLC | 0.10% | New | 3,252 | $213K |
| FourThought Financial Partners, LLC | 0.02% | New | 3,221 | $211K |
| Assetmark, Inc. | 0.00% | No change | 3,194 | $209K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.2% | 3,243 | $209K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -92.9% | 3,179 | $208K |
| Inceptionr LLC | 0.05% | New | 3,162 | $207K |
| Baird Financial Group, Inc. | 0.00% | New | 3,110 | $204K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 3,019 | $198K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +125.6% | 3,018 | $198K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.2% | 2,959 | $194K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -35.1% | 2,932 | $192K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.9% | 2,905 | $190K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.6% | 2,613 | $171K |
| LSV Asset Management | 0.00% | No change | 2,400 | $157K |
| GAMMA Investing LLC | 0.01% | Add +8.2% | 2,158 | $141K |
| KBC Group NV | 0.00% | No change | 1,913 | $125K |
| Clearstead Advisors, LLC | 0.00% | Add +142.5% | 1,894 | $124K |
| Sterling Capital Management LLC | 0.00% | Reduce -44.7% | 1,786 | $117K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,500 | $98K |
| Seneschal Advisors, LLC | 0.07% | No change | 1,450 | $95K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -2.3% | 1,304 | $85K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,263 | $83K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +6.0% | 1,217 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -64.1% | 1,176 | $78K |
| Rockefeller Capital Management L.P. | 0.00% | Add +95.1% | 1,075 | $70K |
| SouthState Bank Corp | 0.00% | No change | 1,000 | $65K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.2% | 936 | $61K |
| Key Financial Inc | 0.01% | No change | 851 | $56K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.5% | 788 | $52K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 750 | $49K |
| Essential Partners LLC | 0.02% | No change | 694 | $45K |
| First Horizon Corp. | 0.00% | Reduce -25.2% | 611 | $40K |
| Aquatic Capital Management LLC | 0.00% | Reduce -70.6% | 564 | $37K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +75.3% | 554 | $36K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -68.0% | 511 | $33K |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.1% | 496 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 470 | $31K |
| Allworth Financial LP | 0.00% | Add +86.1% | 467 | $31K |
| Root Financial Partners, LLC | 0.00% | Add +92.4% | 431 | $28K |
| Costello Asset Management, INC | 0.01% | No change | 430 | $28K |
| IFP Advisors, Inc | 0.00% | No change | 410 | $27K |
| Salomon & Ludwin, LLC | 0.00% | No change | 360 | $24K |
| Versant Capital Management, Inc | 0.00% | Add +15.7% | 324 | $21K |
| Kemnay Advisory Services Inc. | 0.00% | Reduce -31.7% | 297 | $19K |
| UMB Bank, n.a. | 0.00% | Add +5.5% | 270 | $18K |
| Rothschild Investment LLC | 0.00% | Add +26.5% | 253 | $17K |
| Parallel Advisors, LLC | 0.00% | No change | 251 | $16K |
| Covestor Ltd | 0.01% | Reduce -36.0% | 237 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 203 | $13K |
| Ares Financial Consulting, LLC | 0.01% | New | 176 | $12K |
| Private Trust Co. NA | 0.00% | Add +45.9% | 159 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +35.9% | 144 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | Add +15.9% | 131 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | New | 130 | $9K |
| Vanguard National Trust Co | 0.00% | — | 120 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -5.2% | 109 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +253.3% | 106 | $7K |
| Rossby Financial, LCC | 0.00% | New | 93 | $6K |
| MAI Capital Management | 0.00% | Add +70.4% | 92 | $6K |
| CVA Family Office, LLC | 0.00% | New | 84 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 63 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 60 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +5.8% | 55 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +145.4% | 54 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +9.3% | 47 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -52.6% | 37 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 36 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 36 | $2K |
| JCSD Capital, LLC | 0.00% | New | 35 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 33 | $2K |
| Torren Management, LLC | 0.00% | Reduce -95.1% | 31 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 31 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -11.4% | 31 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +3.7% | 28 | $2K |
| Rialto Wealth Management, LLC | 0.00% | Add +8.7% | 25 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 22 | $1K |
| Brandywine Financial Group | 0.00% | No change | 21 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 18 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 16 | $1K |
| Larson Financial Group LLC | 0.00% | Add +55.6% | 14 | $916 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 12 | $786 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 12 | $785 |
| North Star Investment Management Corp. | 0.00% | No change | 9 | $589 |
| Ankerstar Wealth, LLC | 0.00% | No change | 7 | $458 |
| Gilpin Wealth Management, LLC | 0.00% | Add +500.0% | 6 | $393 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $327 |
| TD Private Client Wealth LLC | 0.00% | No change | 4 | $262 |
| Advisory Services Network, LLC | 0.00% | New | 4 | $262 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $196 |
| Curio Wealth, LLC | 0.00% | New | 3 | $196 |
| Stone House Investment Management, LLC | 0.00% | New | 3 | $196 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $74 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $66 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $66 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $66 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $65 |
"% of holder's portfolio" is WSFS's weight in each manager's 13F, not the share of WSFS Financial Corp. the manager owns.