WSFS FINANCIAL CORP (WSFS) — Institutional Holders, Q2 2026 (page 4)
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 301 to 357. 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 301–357 of 357
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Parallel Advisors#301 · 251 sh | 251 | $19.3K | <0.01% | 0.0% |
| 302 | Bare Financial Services#302 · 248 sh | 248 | $19.0K | <0.01% | +72.2% |
| 303 | Essential Partners#303 · 216 sh | 216 | $16.6K | — | -68.9% |
| 304 | Steward Partners Investment Advisory#304 · 204 sh | 204 | $15.7K | <0.01% | New |
| 305 | Ares Financial Consulting#305 · 176 sh | 176 | $13.5K | — | 0.0% |
| 306 | Persistent Asset Partners Ltd#306 · 158 sh | 158 | $12.1K | <0.01% | New |
| 307 | PRIVATE NA#307 · 149 sh | 149 | $11.4K | — | -6.3% |
| 308 | BROWN BROTHERS HARRIMAN#308 · 131 sh | 131 | $10.1K | 0.00% | 0.0% |
| 309 | Vanguard National#309 · 120 sh | 120 | $9.2K | <0.01% | 0.0% |
| 310 | Private Wealth Management Group#310 · 109 sh | 109 | $8.4K | — | 0.0% |
| 311 | Keating Financial Advisory Services#311 · 107 sh | 107 | $8.2K | <0.01% | +0.9% |
| 312 | Fulcrum Asset Management LLP#312 · 102 sh | 102 | $7.8K | <0.01% | New |
| 313 | CVA Family Office#313 · 97 sh | 97 | $7.4K | <0.01% | +15.5% |
| 314 | Rossby Financial, LCC#314 · 93 sh | 93 | $7.1K | <0.01% | 0.0% |
| 315 | ACTION POINT FINANCIAL PLANNING#315 · 86 sh | 86 | $6.4K | <0.01% | New |
| 316 | SJS Investment Consulting#316 · 82 sh | 82 | $6.3K | — | +355.6% |
| 317 | WPG Advisers#317 · 76 sh | 76 | $5.8K | <0.01% | +20.6% |
| 318 | PICTON MAHONEY ASSET MANAGEMENT#318 · 70 sh | 70 | $5.4K | 0.00% | New |
| 319 | Fortitude Family Office#319 · 56 sh | 56 | $4.3K | — | +3.7% |
| 320 | HARBOUR INVESTMENTS#320 · 56 sh | 56 | $4.3K | <0.01% | +1.8% |
| 321 | JFS WEALTH ADVISORS#321 · 53 sh | 53 | $4.1K | <0.01% | +12.8% |
| 322 | Rialto Wealth Management#322 · 39 sh | 39 | $3.0K | <0.01% | +56.0% |
| 323 | Basecamp Wealth Advisors#323 · 39 sh | 39 | $3.0K | <0.01% | +39.3% |
| 324 | N.E.W. Advisory Services#324 · 36 sh | 36 | $2.8K | <0.01% | 0.0% |
| 325 | MassMutual Private Wealth & , FSB#325 · 33 sh | 33 | $2.5K | — | 0.0% |
| 326 | Torren Management#326 · 32 sh | 32 | $2.4K | <0.01% | +3.2% |
| 327 | FARMERS & MERCHANTS INVESTMENTS#327 · 31 sh | 31 | $2.4K | — | 0.0% |
| 328 | Brandywine Financial Group#328 · 21 sh | 21 | $2.0K | 0.02% | 0.0% |
| 329 | Creative Capital Management Investments#329 · 22 sh | 22 | $1.7K | <0.01% | New |
| 330 | Physician Wealth Advisors#330 · 15 sh | 15 | $1.2K | — | New |
| 331 | Valued Wealth Advisors#331 · 14 sh | 14 | $1.1K | <0.01% | New |
| 332 | Larson Financial Group#332 · 14 sh | 14 | $1.1K | 0.00% | 0.0% |
| 333 | Bay Harbor Wealth Management#333 · 14 sh | 14 | $1.1K | <0.01% | +16.7% |
| 334 | CBIZ Investment Advisory Services#334 · 16 sh | 16 | $1.1K | 0.00% | 0.0% |
| 335 | Covestor Ltd#335 · 10 sh | 10 | $1.0K | <0.01% | -95.8% |
| 336 | DiNuzzo Private Wealth#336 · 12 sh | 12 | $921.00 | — | 0.0% |
| 337 | North Star Investment Management#337 · 9 sh | 9 | $691.00 | 0.00% | 0.0% |
| 338 | Plante Moran Financial Advisors#338 · 9 sh | 9 | $691.00 | 0.00% | New |
| 339 | HFM Investment Advisors#339 · 9 sh | 9 | $691.00 | <0.01% | +80.0% |
| 340 | Ankerstar Wealth#340 · 7 sh | 7 | $537.00 | <0.01% | 0.0% |
| 341 | GILPIN WEALTH MANAGEMENT#341 · 6 sh | 6 | $461.00 | — | 0.0% |
| 342 | TD PRIVATE CLIENT WEALTH#342 · 4 sh | 4 | $307.00 | 0.00% | 0.0% |
| 343 | True Wealth Design#343 · 4 sh | 4 | $307.00 | — | -88.9% |
| 344 | LRI Investments#344 · 4 sh | 4 | $307.00 | 0.00% | New |
| 345 | Silver Grove Financial Group#345 · 4 sh | 4 | $307.00 | <0.01% | New |
| 346 | Stone House Investment Management#346 · 3 sh | 3 | $230.00 | — | 0.0% |
| 347 | Davis Capital Management#347 · 3 sh | 3 | $230.00 | — | New |
| 348 | DecisionPoint Financial#348 · 2 sh | 2 | $157.00 | 0.00% | New |
| 349 | Hughes Financial Services#349 · 2 sh | 2 | $153.00 | 0.00% | New |
| 350 | Dunhill Financial#350 · 1 sh | 1 | $86.00 | 0.00% | 0.0% |
| 351 | Manchester Capital Management#351 · 1 sh | 1 | $77.00 | — | 0.0% |
| 352 | GHP Investment Advisors#352 · 1 sh | 1 | $77.00 | — | 0.0% |
| 353 | RAFFA WEALTH MANAGEMENT#353 · 1 sh | 1 | $77.00 | 0.00% | 0.0% |
| 354 | TFC Financial Management#354 · 1 sh | 1 | $77.00 | — | 0.0% |
| 355 | MARYLAND CAPITAL ADVISORS#355 · 1 sh | 1 | $77.00 | — | — |
| 356 | Navigoe#356 · 4 sh | 4 | $0.00 | 0.00% | New |
| 357 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#357 · 59,027 sh | 59,027 | — | — | -11.2% |
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.