Filing Research | WSFS - WSFS FINANCIAL CORP Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	705.1KSH	$54.1M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	26.0KSH	$2.0M
3	Oliver Luxxe Assets LLC	Shares	22.9KSH	$1.8M
4	Louisiana State Employees Retirement System	Shares	22.8KSH	$1.7M
5	SALZHAUER MICHAEL	Shares	19.3KSH	$1.5M
6	Assenagon Asset Management S.A.	Shares	18.0KSH	$1.4M
7	Police & Firemen's Retirement System of New Jersey	Shares	15.7KSH	$1.2M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	14.0KSH	$1.1M
9	SummerHaven Investment Management, LLC	Shares	13.0KSH	$993.9K
10	ARGENT CAPITAL MANAGEMENT LLC	Shares	11.5KSH	$880.9K
11	Sippican Capital Advisors	Shares	11.1KSH	$850.9K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.2KSH	$714.7K
13	Pine Valley Investments Ltd Liability Co	Shares	7.8KSH	$599.8K
14	Strid Group, LLC	Shares	5.1KSH	$391.6K
15	Allegheny Financial Group	Shares	5.0KSH	$381.9K
16	AFFINITY WEALTH MANAGEMENT LLC	Shares	4.5KSH	$341.4K
17	Lansing Street Advisors	Shares	4.1KSH	$314.8K
18	Curated Wealth Partners LLC	Shares	3.6KSH	$293.8K
19	Crossmark Global Holdings, Inc.	Shares	3.5KSH	$269.9K
20	Sensenig Capital Advisors, Inc	Shares	3.3KSH	$253.2K
21	BDFS Capital LLC	Shares	3.3KSH	$249.5K
22	Merit Financial Group, LLC	Shares	2.9KSH	$223.3K
23	Baron Wealth Management LLC	Shares	2.8KSH	$215.7K
24	VISTA FINANCE, LLC	Shares	2.7KSH	$204.6K
25	GAMMA Investing LLC	Shares	2.4KSH	$185.2K
26	TRUST CO OF TOLEDO NA /OH/	Shares	1.5KSH	$115.1K
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.5KSH	$114.4K
28	Farther Finance Advisors, LLC	Shares	1.3KSH	$96.5K
29	AdvisorNet Financial, Inc	Shares	936SH	$71.8K
30	Key FInancial Inc	Shares	851SH	$65.3K
31	EverSource Wealth Advisors, LLC	Shares	831SH	$63.8K
32	VSM Wealth Advisory, LLC	Shares	750SH	$57.5K
33	IFP Advisors, Inc	Shares	417SH	$32.0K
34	Versant Capital Management, Inc	Shares	324SH	$24.9K
35	Ares Financial Consulting, LLC	Shares	176SH	$13.5K
36	SJS Investment Consulting Inc.	Shares	82SH	$6.3K
37	Fortitude Family Office, LLC	Shares	56SH	$4.3K
38	JFS WEALTH ADVISORS, LLC	Shares	53SH	$4.1K
39	MassMutual Private Wealth & Trust, FSB	Shares	33SH	$2.5K
40	Torren Management, LLC	Shares	32SH	$2.4K
41	FARMERS & MERCHANTS INVESTMENTS INC	Shares	31SH	$2.4K
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	30.6KSH	$2.3K
43	Creative Capital Management Investments LLC	Shares	22SH	$1.7K
44	State of Alaska, Department of Revenue	Shares	19.6KSH	$1.5K
45	Handelsbanken Fonder AB	Shares	15.7KSH	$1.2K
46	Physician Wealth Advisors, Inc.	Shares	15SH	$1.2K
47	AMALGAMATED BANK	Shares	14.0KSH	$1.1K
48	Valued Wealth Advisors LLC	Shares	14SH	$1.1K
49	DiNuzzo Private Wealth, Inc.	Shares	12SH	$921
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$461

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+180.9K	+$19.8M	$54.1M
2	Assenagon Asset Management S.A. new	Shares	+18.0K	+$1.4M	$1.4M
3	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+11.5K	+$880.9K	$880.9K
4	Curated Wealth Partners LLC new	Shares	+3.6K	+$293.8K	$293.8K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$256.7K	$1.2M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.3K	+$256.4K	$714.7K
7	Merit Financial Group, LLC new	Shares	+2.9K	+$223.3K	$223.3K
8	SALZHAUER MICHAEL unchanged	Shares	0	+$217.8K	$1.5M
9	Baron Wealth Management LLC new	Shares	+2.8K	+$215.7K	$215.7K
10	VISTA FINANCE, LLC new	Shares	+2.7K	+$204.6K	$204.6K
11	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.4K	+$204.6K	$2.0M
12	Louisiana State Employees Retirement System trimmed	Shares	-900	+$198.0K	$1.7M
13	SummerHaven Investment Management, LLC unchanged	Shares	0	+$146.0K	$993.9K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-370	+$134.0K	$1.1M
15	Sippican Capital Advisors unchanged	Shares	0	+$125.0K	$850.9K
16	Pine Valley Investments Ltd Liability Co added	Shares	+11	+$88.8K	$599.8K
17	Strid Group, LLC unchanged	Shares	0	+$57.5K	$391.6K
18	Allegheny Financial Group added	Shares	+13	+$57.0K	$381.9K
19	AFFINITY WEALTH MANAGEMENT LLC unchanged	Shares	0	+$50.2K	$341.4K
20	Lansing Street Advisors added	Shares	+11	+$47.0K	$314.8K
21	GAMMA Investing LLC added	Shares	+256	+$44.0K	$185.2K
22	Sensenig Capital Advisors, Inc unchanged	Shares	0	+$37.2K	$253.2K
23	BDFS Capital LLC unchanged	Shares	0	+$36.7K	$249.5K
24	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+228	+$31.7K	$114.4K
25	Farther Finance Advisors, LLC added	Shares	+82	+$18.9K	$96.5K
26	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$16.9K	$115.1K
27	Crossmark Global Holdings, Inc. trimmed	Shares	-349	+$16.8K	$269.9K
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$10.5K	$71.8K
29	Key FInancial Inc unchanged	Shares	0	+$9.6K	$65.3K
30	VSM Wealth Advisory, LLC unchanged	Shares	0	+$8.5K	$57.5K
31	IFP Advisors, Inc added	Shares	+7	+$5.2K	$32.0K
32	SJS Investment Consulting Inc. added	Shares	+64	+$5.1K	$6.3K
33	Versant Capital Management, Inc unchanged	Shares	0	+$3.7K	$24.9K
34	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.9K	$13.5K
35	Creative Capital Management Investments LLC new	Shares	+22	+$1.7K	$1.7K
36	Physician Wealth Advisors, Inc. new	Shares	+15	+$1.2K	$1.2K
37	Valued Wealth Advisors LLC new	Shares	+14	+$1.1K	$1.1K
38	JFS WEALTH ADVISORS, LLC added	Shares	+6	+$990	$4.1K
39	Fortitude Family Office, LLC added	Shares	+2	+$762	$4.3K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$372	$2.5K
41	Torren Management, LLC added	Shares	+1	+$359	$2.4K
42	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$350	$2.4K
43	LRI Investments, LLC new	Shares	+4	+$307	$307
44	Davis Capital Management new	Shares	+3	+$230	$230
45	Handelsbanken Fonder AB unchanged	Shares	0	+$177	$1.2K
46	Hughes Financial Services, LLC new	Shares	+2	+$153	$153
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-3.0K	+$149	$2.3K
48	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$135	$921
49	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$68	$461
50	AMALGAMATED BANK trimmed	Shares	-1.4K	+$65	$1.1K

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