Institutional Owners for WSFS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COVESTOR LTD | COMMON | 301 | $43,000 | 1,180 | 0.03 | 0.02 | 516 | 77.71 | 09-30-2023 |
| SOUTHSTATE CORP | Com | 302 | $45,930 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KEY FINANCIAL INC | COM | 303 | $45,011 | 980 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEO IVY CAPITAL MANAGEMENT | Stock | 304 | $44,000 | 883 | 0.05 | 883 | +Inf | 03-31-2021 |
