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WSFS FINL CORPORATION
WSFS FINL CORPORATION. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 147 Institutional holders with a total value of $1,128,982,595.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 93 4,000 0.00%
2 MEEDER ASSET MANAGEMENT INC 99 5,000 0.00%
3 HUNTINGTON NATIONAL BANK 186 9,000 0.00%
4 MUFG Americas Holdings Corp 433 20,000 0.00%
5 QUADRANT CAPITAL GROUP LLC 482 22,000 0.00%
6 BNP PARIBAS FINANCIAL MARKETS 571 26,237 0.00%
7 BARCLAYS PLC 799 36,000 0.00%
8 LEGACY ADVISORS, LLC 808 37,000 0.00%
9 Zurcher Kantonalbank (Zurich Cantonalbank) 847 39,000 0.00%
10 Creative Planning 901 41,000 0.00%
11 Financial Architects, Inc 1,200 55,000 0.00%
12 UBS Group AG 1,208 56,000 0.00%
13 CT Financial Advisors LLC 1,760 80,872 0.01%
14 PANAGORA ASSET MANAGEMENT INC 2,306 106,000 0.01%
15 Ameritas Investment Partners, Inc. 2,397 110,000 0.01%
16 ACROSPIRE INVESTMENT MANAGEMENT LLC 2,421 111,000 0.01%
17 CITIGROUP INC 2,515 115,000 0.01%
18 FIRST MERCANTILE TRUST CO 2,650 122,000 0.01%
19 Sageworth Trust Co 2,779 128,000 0.01%
20 OPPENHEIMER ASSET MANAGEMENT INC. 3,159 145,000 0.01%
21 US BANCORP \DE\ 3,290 151,000 0.01%
22 VICTORY CAPITAL MANAGEMENT INC 3,381 155,000 0.01%
23 CANADA LIFE ASSURANCE Co 3,600 165,000 0.01%
24 PARADIGM ASSET MANAGEMENT CO LLC 4,200 192,990 0.02%
25 R&F CAPITAL ADVISORS LP 4,345 200,000 0.02%
26 AXA S.A. 4,400 202,000 0.02%
27 Freedom Investment Management, Inc. 4,530 208,000 0.02%
28 Jupiter Investment Management Ltd 4,626 212,000 0.02%
29 GLENMEDE TRUST CO NA 5,118 234,000 0.02%
30 Airain ltd 5,817 267,000 0.02%
31 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 5,867 270,000 0.02%
32 Karp Capital Management Corp 5,919 272,000 0.02%
33 Aperio Group, LLC 5,919 272,000 0.02%
34 TOWER BRIDGE ADVISORS 6,000 275,700 0.02%
35 Westover Capital Advisors, LLC 6,000 276,000 0.02%
36 Advisors Asset Management, Inc. 6,425 295,000 0.03%
37 HARBOR ADVISORS LLC 6,560 301,000 0.03%
38 STRS OHIO 7,000 321,000 0.03%
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 7,112 326,796 0.03%
40 FIRST QUADRANT LLC/CA 7,200 331,000 0.03%
41 LOS ANGELES CAPITAL MANAGEMENT LLC 7,420 341,000 0.03%
42 Manchester Capital Management LLC 8,640 397,000 0.04%
43 ROYAL BANK OF CANADA 8,703 399,000 0.04%
44 D. E. Shaw & Co., Inc. 8,712 400,000 0.04%
45 MARTINGALE ASSET MANAGEMENT L P 8,900 409,000 0.04%
46 BB&T SECURITIES, LLC 9,082 417,000 0.04%
47 Trexquant Investment LP 9,282 427,000 0.04%
48 ELLINGTON MANAGEMENT GROUP LLC 9,400 432,000 0.04%
49 CNA FINANCIAL CORP 9,887 454,000 0.04%
50 FULTON BANK, N.A. 9,900 455,000 0.04%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.