WSFS FINANCIAL CORP (WSFS) — Institutional Holders, Q2 2026 (page 3)
357 institutional investment managers reported a WSFS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
WSFS 13F holders ranked 201–300 of 357
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | BLB&B Advisors#201 · 5,610 sh | 5,610 | $430.5K | 0.02% | 0.0% |
| 202 | DRW Securities#202 · 5,338 sh | 5,338 | $409.6K | 0.01% | -2.6% |
| 203 | XPONANCE#203 · 5,268 sh | 5,268 | $404.2K | <0.01% | +2.9% |
| 204 | HighTower Advisors#204 · 5,257 sh | 5,257 | $403.4K | <0.01% | -5.5% |
| 205 | Toroso Investments#205 · 5,153 sh | 5,153 | $395.4K | <0.01% | -57.0% |
| 206 | Mutual Advisors#206 · 5,126 sh | 5,126 | $393.3K | <0.01% | 0.0% |
| 207 | Strid Group#207 · 5,103 sh | 5,103 | $391.6K | 0.04% | 0.0% |
| 208 | Hillsdale Investment Management#208 · 5,040 sh | 5,040 | $386.7K | <0.01% | +9.1% |
| 209 | CHOREO#209 · 5,005 sh | 5,005 | $384.0K | <0.01% | +37.0% |
| 210 | Allegheny Financial Group LTD#210 · 4,976 sh | 4,976 | $381.9K | 0.04% | +0.3% |
| 211 | Kestra Advisory Services#211 · 4,826 sh | 4,826 | $370.3K | <0.01% | +0.9% |
| 212 | Ameritas Investment Partners#212 · 4,821 sh | 4,821 | $369.9K | <0.01% | +10.2% |
| 213 | AIGEN INVESTMENT MANAGEMENT#213 · 4,608 sh | 4,608 | $353.6K | 0.10% | New |
| 214 | MQS Management#214 · 4,605 sh | 4,605 | $353.3K | 0.43% | New |
| 215 | Jacobi Capital Management#215 · 4,500 sh | 4,500 | $345.3K | 0.02% | 0.0% |
| 216 | Corient Private Wealth#216 · 4,490 sh | 4,490 | $344.5K | <0.01% | New |
| 217 | O'SHAUGHNESSY ASSET MANAGEMENT#217 · 4,451 sh | 4,451 | $341.5K | <0.01% | +20.8% |
| 218 | AFFINITY WEALTH MANAGEMENT#218 · 4,450 sh | 4,450 | $341.4K | 0.04% | 0.0% |
| 219 | Ascent Group#219 · 4,343 sh | 4,343 | $333.2K | 0.01% | 0.0% |
| 220 | Sanctuary Advisors#220 · 4,196 sh | 4,196 | $322.0K | <0.01% | +28.9% |
| 221 | Prosperity Advisers#221 · 4,112 sh | 4,112 | $315.5K | 0.23% | 0.0% |
| 222 | Lansing Street Advisors#222 · 4,103 sh | 4,103 | $314.8K | 0.07% | +0.3% |
| 223 | STEPHENS#223 · 4,101 sh | 4,101 | $314.7K | <0.01% | 0.0% |
| 224 | BANK OF MONTREAL#224 · 4,074 sh | 4,074 | $312.6K | <0.01% | +4.0% |
| 225 | PROFUND ADVISORS#225 · 4,072 sh | 4,072 | $312.4K | <0.01% | -1.4% |
| 226 | Ensign Peak Advisors#226 · 4,057 sh | 4,057 | $311.3K | <0.01% | 0.0% |
| 227 | Pinnacle Wealth Planning Services#227 · 4,039 sh | 4,039 | $309.9K | 0.03% | +0.1% |
| 228 | Cornerstone Investment Partners#228 · 4,031 sh | 4,031 | $309.3K | 0.01% | -4.6% |
| 229 | Squarepoint Ops#229 · 3,955 sh | 3,955 | $303.5K | <0.01% | New |
| 230 | Stillwater Private Wealth#230 · 3,568 sh | 3,568 | $289.0K | 0.19% | -9.7% |
| 231 | Schonfeld Strategic Advisors#231 · 3,751 sh | 3,751 | $287.8K | <0.01% | New |
| 232 | NISA INVESTMENT ADVISORS#232 · 3,729 sh | 3,729 | $286.1K | — | +28.4% |
| 233 | US BANCORP \DE\#233 · 3,675 sh | 3,675 | $282.0K | <0.01% | -9.2% |
| 234 | Tower Research Capital (TRC)#234 · 3,568 sh | 3,568 | $273.8K | <0.01% | +18.2% |
| 235 | Crossmark Global#235 · 3,518 sh | 3,518 | $269.9K | — | -9.0% |
| 236 | VIRGINIA RETIREMENT SYSTEMS ET Al#236 · 3,500 sh | 3,500 | $268.6K | <0.01% | New |
| 237 | BAILARD#237 · 3,500 sh | 3,500 | $268.6K | — | -70.3% |
| 238 | Cambria Investment Management, L.P.#238 · 3,487 sh | 3,487 | $267.6K | 0.01% | -23.8% |
| 239 | BLAIR WILLIAM#239 · 3,396 sh | 3,396 | $260.6K | <0.01% | New |
| 240 | Sensenig Capital Advisors#240 · 3,300 sh | 3,300 | $253.2K | — | 0.0% |
| 241 | BDFS Capital#241 · 3,252 sh | 3,252 | $249.5K | — | 0.0% |
| 242 | Smartleaf Asset Management#242 · 3,243 sh | 3,243 | $248.8K | <0.01% | 0.0% |
| 243 | ASSETMARK#243 · 3,194 sh | 3,194 | $245.1K | — | 0.0% |
| 244 | CIBC Asset Management#244 · 3,158 sh | 3,158 | $242.3K | <0.01% | -11.4% |
| 245 | PRELUDE CAPITAL MANAGEMENT#245 · 3,105 sh | 3,105 | $238.2K | 0.02% | New |
| 246 | CIM INVESTMENT MANAGEMENT#246 · 3,101 sh | 3,101 | $237.9K | 0.06% | New |
| 247 | nVerses Capital#247 · 3,072 sh | 3,072 | $235.7K | 0.36% | New |
| 248 | BLUE BELL PRIVATE WEALTH MANAGEMENT#248 · 3,019 sh | 3,019 | $231.6K | 0.03% | 0.0% |
| 249 | CIBC Bancorp USA#249 · 2,988 sh | 2,988 | $229.3K | <0.01% | New |
| 250 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#250 · 2,959 sh | 2,959 | $227.0K | <0.01% | 0.0% |
| 251 | FourThought Financial Partners#251 · 2,937 sh | 2,937 | $225.4K | 0.02% | -8.8% |
| 252 | DnB Asset Management AS#252 · 2,929 sh | 2,929 | $224.7K | <0.01% | -15.7% |
| 253 | Merit Financial Group#253 · 2,910 sh | 2,910 | $223.3K | <0.01% | New |
| 254 | TRUIST FINANCIAL#254 · 2,894 sh | 2,894 | $222.1K | <0.01% | -28.0% |
| 255 | Diametric Capital#255 · 2,851 sh | 2,851 | $218.8K | 0.02% | New |
| 256 | Cambridge Investment Research Advisors#256 · 2,836 sh | 2,836 | $218.0K | <0.01% | New |
| 257 | Baron Wealth Management#257 · 2,811 sh | 2,811 | $215.7K | 0.06% | New |
| 258 | Gladstone Institutional Advisory#258 · 2,788 sh | 2,788 | $213.9K | <0.01% | New |
| 259 | OSAIC#259 · 2,698 sh | 2,698 | $207.1K | <0.01% | +3.3% |
| 260 | Baird Financial Group#260 · 2,672 sh | 2,672 | $205.0K | <0.01% | -14.1% |
| 261 | VISTA FINANCE#261 · 2,667 sh | 2,667 | $204.6K | — | New |
| 262 | Chevy Chase#262 · 2,650 sh | 2,650 | $203.3K | <0.01% | New |
| 263 | GAMMA Investing#263 · 2,414 sh | 2,414 | $185.2K | — | +11.9% |
| 264 | LSV ASSET MANAGEMENT#264 · 2,400 sh | 2,400 | $184.0K | <0.01% | 0.0% |
| 265 | Nykredit A/S#265 · 2,270 sh | 2,270 | $174.2K | <0.01% | — |
| 266 | Integrated Wealth Concepts#266 · 2,023 sh | 2,023 | $155.3K | <0.01% | New |
| 267 | Hamilton Capital Partners#267 · 1,983 sh | 1,983 | $152.2K | <0.01% | -32.4% |
| 268 | Clearstead Advisors#268 · 1,933 sh | 1,933 | $148.3K | <0.01% | +2.1% |
| 269 | KBC Group NV#269 · 1,913 sh | 1,913 | $147.0K | — | 0.0% |
| 270 | Global Retirement Partners#270 · 1,827 sh | 1,827 | $140.2K | <0.01% | — |
| 271 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#271 · 1,512 sh | 1,512 | $116.0K | <0.01% | New |
| 272 | OF TOLEDO NA#272 · 1,500 sh | 1,500 | $115.1K | — | 0.0% |
| 273 | EXCHANGE TRADED CONCEPTS#273 · 1,491 sh | 1,491 | $114.4K | <0.01% | +18.1% |
| 274 | SRS Capital Advisors#274 · 1,320 sh | 1,320 | $101.3K | <0.01% | +3467.6% |
| 275 | Farther Finance Advisors#275 · 1,258 sh | 1,258 | $96.5K | — | +7.0% |
| 276 | New Age Alpha Advisors#276 · 1,252 sh | 1,252 | $96.1K | <0.01% | -4.0% |
| 277 | Rockefeller Capital Management L.P.#277 · 1,100 sh | 1,100 | $84.5K | <0.01% | +2.3% |
| 278 | Sterling Capital Management#278 · 1,071 sh | 1,071 | $82.2K | — | -40.0% |
| 279 | Parkside Financial Bank#279 · 1,016 sh | 1,016 | $78.0K | <0.01% | +98.8% |
| 280 | SouthState Bank#280 · 1,000 sh | 1,000 | $76.7K | <0.01% | 0.0% |
| 281 | AdvisorNet Financial#281 · 936 sh | 936 | $71.8K | — | 0.0% |
| 282 | Seneschal Advisors#282 · 888 sh | 888 | $68.1K | 0.05% | -38.8% |
| 283 | Key FInancial#283 · 851 sh | 851 | $65.3K | 0.01% | 0.0% |
| 284 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#284 · 833 sh | 833 | $63.9K | <0.01% | +5.7% |
| 285 | EverSource Wealth Advisors#285 · 831 sh | 831 | $63.8K | <0.01% | -95.1% |
| 286 | VSM Wealth Advisory#286 · 750 sh | 750 | $57.5K | 0.02% | 0.0% |
| 287 | Allworth Financial#287 · 609 sh | 609 | $46.7K | <0.01% | +30.4% |
| 288 | Nikko Asset Management Americas#288 · 519 sh | 519 | $39.8K | <0.01% | New |
| 289 | NewEdge Advisors#289 · 496 sh | 496 | $38.1K | <0.01% | New |
| 290 | NOMURA ASSET MANAGEMENT LTD#290 · 470 sh | 470 | $36.1K | <0.01% | 0.0% |
| 291 | Optiver Holding B.V.#291 · 459 sh | 459 | $35.2K | 0.00% | New |
| 292 | HARBOR CAPITAL ADVISORS#292 · 461 sh | 461 | $35.0K | — | -16.8% |
| 293 | Costello Asset Management#293 · 430 sh | 430 | $33.0K | <0.01% | 0.0% |
| 294 | IFP Advisors#294 · 417 sh | 417 | $32.0K | — | +1.7% |
| 295 | Salomon & Ludwin#295 · 360 sh | 360 | $28.2K | <0.01% | 0.0% |
| 296 | Kemnay Advisory Services#296 · 356 sh | 356 | $27.3K | <0.01% | +19.9% |
| 297 | Versant Capital Management#297 · 324 sh | 324 | $24.9K | — | 0.0% |
| 298 | UMB Bank, n.a.#298 · 288 sh | 288 | $22.1K | <0.01% | +6.7% |
| 299 | ROTHSCHILD INVESTMENT#299 · 257 sh | 257 | $19.7K | <0.01% | +1.6% |
| 300 | Montgomery Financial Services#300 · 256 sh | 256 | $19.6K | 0.02% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.