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

Institutional Holders (2017Q2)
Portfolio Summary: 146 Institutional holders with a total value of $1,126,990,391.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PARALLEL ADVISORS, LLC 5 0 0.00%
2 BB&T INVESTMENT SERVICES, INC. 41 2,000 0.00%
3 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 93 4,000 0.00%
4 ACROSPIRE INVESTMENT MANAGEMENT LLC 121 5,000 0.00%
5 BANK OF MONTREAL /CAN/ 304 14,000 0.00%
6 MEEDER ASSET MANAGEMENT INC 325 15,000 0.00%
7 MUFG Americas Holdings Corp 433 20,000 0.00%
8 QUADRANT CAPITAL GROUP LLC 482 21,000 0.00%
9 HUNTINGTON NATIONAL BANK 547 25,000 0.00%
10 Tower Research Capital LLC (TRC) 600 27,000 0.00%
11 Creative Planning 753 34,000 0.00%
12 CITIGROUP INC 758 35,000 0.00%
13 Zurcher Kantonalbank (Zurich Cantonalbank) 847 38,000 0.00%
14 CAPTRUST FINANCIAL ADVISORS 900 41,000 0.00%
15 Financial Architects, Inc 1,200 54,000 0.00%
16 UBS Group AG 1,371 62,000 0.01%
17 PARADIGM ASSET MANAGEMENT CO LLC 2,050 92,968 0.01%
18 PANAGORA ASSET MANAGEMENT INC 2,306 104,000 0.01%
19 Walleye Trading LLC 2,555 116,000 0.01%
20 Ameritas Investment Partners, Inc. 2,653 120,000 0.01%
21 FIRST MERCANTILE TRUST CO 2,650 120,000 0.01%
22 Sageworth Trust Co 2,779 126,000 0.01%
23 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2,960 134,000 0.01%
24 US BANCORP \DE\ 2,967 135,000 0.01%
25 OPPENHEIMER ASSET MANAGEMENT INC. 2,989 136,000 0.01%
26 CANADA LIFE ASSURANCE Co 3,600 163,000 0.01%
27 VICTORY CAPITAL MANAGEMENT INC 3,977 180,000 0.02%
28 BARCLAYS PLC 3,985 181,000 0.02%
29 BNP PARIBAS FINANCIAL MARKETS 4,005 181,627 0.02%
30 GLENMEDE TRUST CO NA 5,118 234,000 0.02%
31 ROYAL BANK OF CANADA 5,212 236,000 0.02%
32 Westover Capital Advisors, LLC 6,000 272,000 0.02%
33 TOWER BRIDGE ADVISORS 6,000 272,100 0.02%
34 Advisors Asset Management, Inc. 6,020 273,000 0.02%
35 Laurion Capital Management LP 6,034 274,000 0.02%
36 HARBOR ADVISORS LLC 6,560 297,000 0.03%
37 Aperio Group, LLC 6,626 300,000 0.03%
38 ELLINGTON MANAGEMENT GROUP LLC 7,100 322,000 0.03%
39 COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 7,219 327,000 0.03%
40 FIRST QUADRANT LLC/CA 7,200 327,000 0.03%
41 STRS OHIO 7,400 335,000 0.03%
42 LOS ANGELES CAPITAL MANAGEMENT LLC 7,520 341,000 0.03%
43 GUGGENHEIM CAPITAL LLC 8,598 389,000 0.03%
44 CNA FINANCIAL CORP 8,631 391,000 0.03%
45 Manchester Capital Management LLC 8,640 392,000 0.03%
46 STEVENS CAPITAL MANAGEMENT LP 8,644 392,000 0.03%
47 BB&T SECURITIES, LLC 9,082 412,000 0.04%
48 FULTON BANK, N.A. 9,900 449,000 0.04%
49 PALLADIUM PARTNERS LLC 10,557 479,000 0.04%
50 GSA CAPITAL PARTNERS LLP 10,586 480,000 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.