WSFS Financial (WSFS) Institutional Ownership

$46.37
-0.11 (-0.24%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for WSFS Financial (NASDAQ:WSFS)

Current
Institutional Ownership
Percentage
88.49%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$166.81M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$75.08M
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WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank52,931$2.39M0.0%-7.5%0.088%
5/16/2024 California State Teachers Retirement System60,706$2.74M0.0%-5.9%0.101%
5/15/2024 Earnest Partners LLC325,081$14.67M0.1%-2.7%0.541%
5/15/2024 Public Employees Retirement Association of Colorado9,240$417K0.0%-15.4%0.015%
5/15/2024 Price T Rowe Associates Inc. MD201,985$9.12M0.0%+35.8%0.336%
5/15/2024 Keeley Teton Advisors LLC31,435$1.42M0.2%+12.7%0.052%
5/14/2024 CANADA LIFE ASSURANCE Co53,103$2.39M0.0%+5.4%0.088%
5/14/2024 American International Group Inc.32,589$1.47M0.0%-2.2%0.054%
5/13/2024 Bessemer Group Inc.17,354$784K0.0%+16.5%0.029%
5/13/2024 Ameritas Investment Partners Inc.6,027$272K0.0%-5.0%0.010%
5/13/2024 Champlain Investment Partners LLC1,293,281$58.38M0.3%+14.1%2.152%
5/10/2024 Vanguard Group Inc.7,338,200$331.25M0.0%+5.3%12.214%
5/10/2024 Jupiter Asset Management Ltd.27,754$1.25M0.0%N/A0.046%
5/9/2024 State Board of Administration of Florida Retirement System16,040$724K0.0%-8.3%0.027%
5/8/2024 ProShare Advisors LLC12,182$550K0.0%+6.0%0.020%
5/8/2024 Russell Investments Group Ltd.820$37K0.0%-93.3%0.001%
5/7/2024 Sei Investments Co.36,045$1.63M0.0%-9.7%0.060%
5/7/2024 Swiss National Bank119,840$5.41M0.0%-0.4%0.199%
5/7/2024 Illinois Municipal Retirement Fund33,780$1.53M0.0%-1.7%0.056%
5/7/2024 SG Americas Securities LLC6,605$298K0.0%N/A0.011%
5/6/2024 Texas Permanent School Fund Corp52,982$2.39M0.0%+1.0%0.088%
5/3/2024 Pzena Investment Management LLC932,721$42.10M0.1%-7.0%1.552%
5/2/2024 Jennison Associates LLC346,227$15.63M0.0%-35.0%0.576%
5/2/2024 Haverford Trust Co13,307$601K0.0%-18.4%0.022%
5/2/2024 Fidelis Capital Partners LLC986$45K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC8,976$405K0.0%-56.4%0.015%
5/1/2024 BNP Paribas Financial Markets30,156$1.36M0.0%+51.4%0.050%
5/1/2024 Mirae Asset Global Investments Co. Ltd.27,342$1.23M0.0%-1.9%0.046%
4/30/2024Commonwealth Equity Services LLC21,012$948K0.0%-2.1%0.035%
4/29/2024 Principal Financial Group Inc.341,267$15.41M0.0%+7.8%0.568%
4/26/2024 Yousif Capital Management LLC27,244$1.23M0.0%-9.2%0.045%
4/25/2024 New York State Teachers Retirement System30,503$1.38M0.0%+8.5%0.051%
4/24/2024 Assenagon Asset Management S.A.123,639$5.58M0.0%-39.7%0.206%
4/23/2024 Louisiana State Employees Retirement System30,000$1.35M0.0%-1.3%0.050%
4/22/2024 Raymond James & Associates110,546$4.99M0.0%+5.5%0.184%
4/20/2024 Maryland State Retirement & Pension System21,814$917K0.0%-1.2%0.036%
4/19/2024 State of Alaska Department of Revenue36,888$1.67M0.0%-1.3%0.061%
4/18/2024 Allspring Global Investments Holdings LLC235,953$10.65M0.0%+41.8%0.393%
4/18/2024 Diversified Trust Co11,157$504K0.0%+41.6%0.019%
4/5/2024 GAMMA Investing LLC728$33K0.0%-40.3%0.001%
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4/5/2024 Los Angeles Capital Management LLC7,810$353K0.0%+69.6%0.013%
3/22/2024 PNC Financial Services Group Inc.25,936$1.19M0.0%-7.8%0.043%
3/11/2024 Vanguard Group Inc.6,965,798$319.94M0.0%-0.8%11.556%
3/5/2024 Wellington Management Group LLP216,993$9.97M0.0%-3.6%0.360%
2/15/2024 Palisade Capital Management LP821,792$37.75M1.0%-8.3%1.353%
2/14/2024 Frontier Capital Management Co. LLC521,911$23.97M0.2%-1.6%0.859%
2/13/2024 Keeley Teton Advisors LLC27,882$1.28M0.2%-2.0%0.046%
2/13/2024 Rafferty Asset Management LLC58,937$2.71M0.0%+66.9%0.097%
2/13/2024 The Manufacturers Life Insurance Company 753,980$34.63M0.0%-7.1%1.242%
2/13/2024 Campbell & CO Investment Adviser LLC21,390$982K0.1%N/A0.035%
2/12/2024 Eagle Asset Management Inc.289,029$13.28M0.1%+0.6%0.476%
2/12/2024 TFO Wealth Partners LLC2,311$106K0.0%+115,450.0%0.004%
2/12/2024 Pine Valley Investments Ltd Liability Co7,619$350K0.0%+8.8%0.013%
2/12/2024 Hsbc Holdings PLC38,628$1.79M0.0%+124.9%0.064%
2/9/2024 Pzena Investment Management LLC1,003,447$46.09M0.2%-3.9%1.652%
2/9/2024 Franklin Resources Inc.2,886,034$132.56M0.1%+8.8%4.752%
2/9/2024 Quest Partners LLC35,218$1.62M0.3%N/A0.058%
2/9/2024 Wells Fargo & Company MN226,942$10.42M0.0%-4.9%0.374%
2/9/2024 PNC Financial Services Group Inc.25,936$1.19M0.0%-7.8%0.043%
2/9/2024 Norges Bank682,979$31.37M0.0%N/A1.125%
2/8/2024 Brown Advisory Inc.795,122$36.52M0.1%-3.3%1.309%
2/8/2024 Great Lakes Advisors LLC56,890$2.61M0.0%+48.2%0.094%
2/8/2024 Haverford Trust Co16,307$749K0.0%N/A0.027%
2/8/2024 Janney Montgomery Scott LLC20,598$946K0.0%+166.6%0.034%
2/7/2024 Forum Financial Management LP6,033$277K0.0%-5.2%0.010%
2/7/2024 Principal Financial Group Inc.316,609$14.54M0.0%-3.9%0.521%
2/7/2024 Dimensional Fund Advisors LP3,757,216$172.57M0.1%+2.1%6.187%
2/7/2024 BNP Paribas Financial Markets19,922$915K0.0%-36.1%0.033%
2/7/2024 Teacher Retirement System of Texas13,218$607K0.0%+6.3%0.022%
2/7/2024 Versor Investments LP16,000$735K0.1%N/A0.026%
2/6/2024 Charles Schwab Investment Management Inc.641,895$29.48M0.0%+4.7%1.057%
2/6/2024 Maryland State Retirement & Pension System22,073$1.01M0.0%-1.8%0.036%
2/6/2024 Private Advisor Group LLC29,083$1.34M0.0%+10.0%0.048%
2/6/2024 Amalgamated Bank22,901$1.05M0.0%-3.6%0.038%
2/6/2024 Westover Capital Advisors LLC6,641$305K0.1%+8.6%0.011%
2/6/2024 Los Angeles Capital Management LLC4,606$212K0.0%N/A0.008%
2/6/2024 Natixis Advisors L.P.10,524$483K0.0%N/A0.017%
2/6/2024 Swiss National Bank120,340$5.53M0.0%-10.9%0.198%
2/5/2024 Victory Capital Management Inc.25,412$1.17M0.0%+32.9%0.042%
2/5/2024 Jackson Creek Investment Advisors LLC24,776$1.14M0.4%N/A0.041%
2/2/2024 Corbyn Investment Management Inc. MD35,084$1.61M0.8%-1.5%0.058%
2/1/2024 GAMMA Investing LLC1,220$54K0.0%N/A0.002%
2/1/2024 New York State Common Retirement Fund249,857$11.48M0.0%-0.3%0.411%
2/1/2024 Illinois Municipal Retirement Fund34,380$1.58M0.0%-4.7%0.057%
2/1/2024 Wedge Capital Management L L P NC64,370$2.96M0.1%+130.3%0.106%
2/1/2024 Jennison Associates LLC533,060$24.48M0.0%-8.8%0.878%
2/1/2024 North Star Asset Management Inc.16,790$771K0.0%-46.0%0.028%
1/31/2024 Cooke & Bieler LP1,023,909$47.03M0.4%-1.9%1.686%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank13,160$604K0.0%+5.7%0.022%
1/30/2024 Strs Ohio10,300$473K0.0%+60.9%0.017%
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1/29/2024 Louisiana State Employees Retirement System30,400$1.40M0.0%N/A0.050%
1/25/2024 Allspring Global Investments Holdings LLC166,426$7.64M0.0%+7,791.2%0.274%
1/25/2024 Wakefield Asset Management LLLP20,451$939K0.3%N/A0.034%
1/24/2024 Mirae Asset Global Investments Co. Ltd.27,880$1.28M0.0%+2.0%0.046%
1/24/2024 New York State Teachers Retirement System28,115$1.29M0.0%+5.5%0.046%
1/24/2024 International Assets Investment Management LLC827$38K0.0%+1,032.9%0.001%
1/24/2024 Arizona State Retirement System17,068$784K0.0%-2.4%0.028%
1/19/2024 AlphaMark Advisors LLC6,602$303K0.1%N/A0.011%
1/19/2024 State of Alaska Department of Revenue37,363$1.72M0.0%-1.8%0.062%
1/18/2024 Global Retirement Partners LLC926$41K0.0%-30.7%0.002%
(Data available from 1/1/2016 forward)

WSFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSFS shares?

During the previous two years, 194 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were BlackRock Inc. ($437.60M), Vanguard Group Inc. ($331.25M), Dimensional Fund Advisors LP ($172.57M), Franklin Resources Inc. ($132.56M), Macquarie Group Ltd. ($76.18M), Champlain Investment Partners LLC ($58.38M), and Geode Capital Management LLC ($47.55M).Learn more on WSFS's institutional investors.

What percentage of WSFS Financial stock is owned by institutional investors?

88.49% of WSFS Financial stock is owned by institutional investors. Learn more on WSFS's institutional investor holdings.

Which institutional investors have been buying WSFS Financial stock?

Of the 146 institutional investors that purchased WSFS Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($1.14M), Bank of America Corp DE ($695.41K), Norges Bank ($682.98K), Pzena Investment Management LLC ($442.62K), Vanguard Group Inc. ($372.40K), Jennison Associates LLC ($291.40K), and Comerica Bank ($275.04K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 7,476,969 shares in the last 24 months. This purchase volume represents approximately $316.41M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 126 institutional investors that sold WSFS Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($720.27K), Macquarie Group Ltd. ($437.75K), Cooke & Bieler LP ($252.27K), Pzena Investment Management LLC ($250.16K), Brown Advisory Inc. ($248.93K), Renaissance Technologies LLC ($246.73K), and Ziegler Capital Management LLC ($200.95K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 5,190,077 shares in the last 24 months. This volume of shares sold represents approximately $218.61M in transactions.


This page (NASDAQ:WSFS) was last updated on 5/18/2024 by MarketBeat.com Staff

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