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WSFS Financial (WSFS) Institutional Ownership

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$55.04 -0.39 (-0.69%)
As of 03:35 PM Eastern
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Institutional Ownership Changes (13F Filings) for WSFS Financial (NASDAQ:WSFS)

Current
Institutional Ownership
Percentage
88.49%
Number of
Institutional Buyers
(last 12 months)
137
Total
Institutional Inflows
(last 12 months)
$352.33M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$220.16M
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WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.3,889$214K0.0%+24.7%0.007%
8/27/2025 Squarepoint Ops LLC18,697$1.03M0.0%N/A0.033%
8/26/2025 Thrivent Financial for Lutherans43,489$2.39M0.0%-4.9%0.078%
8/16/2025 Public Sector Pension Investment Board193,591$10.65M0.0%+4.0%0.346%
8/15/2025 CANADA LIFE ASSURANCE Co56,379$3.10M0.0%-6.7%0.101%
8/15/2025 Tower Research Capital LLC TRC 8,467$466K0.0%+313.8%0.015%
8/15/2025 State of Tennessee Department of Treasury33,230$1.83M0.0%+18.6%0.059%
8/15/2025 Tidal Investments LLC9,629$530K0.0%N/A0.017%
8/15/2025 Smartleaf Asset Management LLC3,045$168K0.0%-11.5%0.005%
8/15/2025 Rafferty Asset Management LLC55,250$3.04M0.0%+27.5%0.099%
8/15/2025 Salzhauer Michael19,329$1.06M0.6%-9.3%0.035%
8/15/2025 Palisade Capital Management LP726,008$39.93M1.1%-2.9%1.297%
8/15/2025 Engineers Gate Manager LP4,333$238K0.0%N/A0.008%
8/15/2025 BNP Paribas Financial Markets6,339$349K0.0%+37.7%0.011%
8/15/2025 Brevan Howard Capital Management LP10,653$586K0.0%+144.2%0.019%
8/15/2025 Balyasny Asset Management L.P.6,956$383K0.0%N/A0.012%
8/15/2025 Bank of America Corp DE746,077$41.03M0.0%-25.1%1.333%
8/15/2025 Ameriprise Financial Inc.122,937$6.76M0.0%-6.3%0.220%
8/14/2025 Basswood Capital Management L.L.C.1,711$94K0.0%-99.3%0.003%
8/14/2025 Jane Street Group LLC158,239$8.70M0.0%+34.7%0.283%
8/14/2025 Raymond James Financial Inc.441,671$24.29M0.0%+31.6%0.789%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,809$1.75M0.0%-8.7%0.057%
8/14/2025 Alliancebernstein L.P.649,420$35.72M0.0%-7.8%1.160%
8/14/2025 The Manufacturers Life Insurance Company 582,334$32.03M0.0%-2.6%1.040%
8/14/2025 Squarepoint Ops LLC18,697$1.03M0.0%N/A0.033%
8/14/2025 Sei Investments Co.83,298$4.58M0.0%+40.7%0.149%
8/14/2025 Frontier Capital Management Co. LLC768,364$42.26M0.4%+1.3%1.373%
8/14/2025 AXA S.A.85,734$4.72M0.0%N/A0.153%
8/14/2025 State Street Corp2,995,051$164.73M0.0%-3.6%5.351%
8/14/2025 WINTON GROUP Ltd80,460$4.43M0.2%N/A0.144%
8/14/2025 Cerity Partners LLC16,890$929K0.0%+32.6%0.030%
8/13/2025 Gamco Investors INC. ET AL15,912$875K0.0%N/A0.028%
8/13/2025 Brown Advisory Inc.761,455$41.88M0.1%-5.7%1.360%
8/13/2025 First Trust Advisors LP101,214$5.57M0.0%-5.2%0.181%
8/13/2025 EverSource Wealth Advisors LLC972$53K0.0%+265.4%0.002%
8/13/2025 Invesco Ltd.985,367$54.20M0.0%+1.6%1.761%
8/13/2025 Edgestream Partners L.P.160,619$8.83M0.2%N/A0.287%
8/13/2025 New York State Common Retirement Fund232,691$12.80M0.0%+0.4%0.416%
8/13/2025 Norges Bank670,177$36.86M0.0%N/A1.197%
8/13/2025 Hsbc Holdings PLC26,371$1.46M0.0%+288.4%0.047%
8/13/2025 Russell Investments Group Ltd.9,799$539K0.0%-5.4%0.018%
8/12/2025 Inceptionr LLC5,529$304K0.1%N/A0.010%
8/12/2025 Boston Partners350,327$19.24M0.0%+2.0%0.626%
8/12/2025 XTX Topco Ltd25,202$1.39M0.1%+125.2%0.045%
8/12/2025 Champlain Investment Partners LLC1,209,143$66.50M0.5%-0.6%2.160%
8/12/2025 Prudential Financial Inc.59,336$3.26M0.0%+3.1%0.106%
8/12/2025 American Century Companies Inc.774,208$42.58M0.0%-9.0%1.383%
8/12/2025 Franklin Resources Inc.2,610,976$143.60M0.0%+1.1%4.665%
8/12/2025 Legal & General Group Plc156,362$8.60M0.0%-2.2%0.279%
8/12/2025 Brandywine Global Investment Management LLC87,139$4.79M0.0%-3.6%0.156%
8/12/2025 JPMorgan Chase & Co.1,511,110$83.11M0.0%-4.7%2.700%
8/12/2025 Swiss National Bank111,840$6.15M0.0%-2.0%0.200%
8/12/2025 Handelsbanken Fonder AB15,705$864K0.0%-2.5%0.028%
8/12/2025 Ensign Peak Advisors Inc22,807$1.25M0.0%-20.3%0.041%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH63,782$3.51M0.0%+0.6%0.114%
8/8/2025 Intech Investment Management LLC32,323$1.78M0.0%+2.3%0.058%
8/8/2025 SG Americas Securities LLC52,722$2.90M0.0%+499.2%0.094%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,577$802K0.0%+3.8%0.026%
8/8/2025 Police & Firemen s Retirement System of New Jersey13,212$727K0.0%+4.6%0.024%
8/8/2025 Geode Capital Management LLC1,415,940$77.89M0.0%-1.3%2.530%
8/8/2025 PNC Financial Services Group Inc.22,374$1.23M0.0%-3.3%0.040%
8/8/2025 KBC Group NV1,913$105K0.0%-37.9%0.003%
8/7/2025 Boston Partners350,327$19.24M0.0%+2.0%0.626%
8/7/2025 Vise Technologies Inc.4,008$220K0.0%N/A0.007%
8/7/2025 ProShare Advisors LLC12,930$711K0.0%-6.2%0.023%
8/7/2025 Profund Advisors LLC4,762$262K0.0%-4.0%0.009%
8/7/2025 Campbell & CO Investment Adviser LLC15,009$825K0.1%N/A0.027%
8/7/2025 Parkside Financial Bank & Trust1,437$79K0.0%+17.3%0.003%
8/6/2025 Savant Capital LLC4,357$240K0.0%N/A0.008%
8/6/2025 Modera Wealth Management LLC17,416$958K0.0%-4.5%0.031%
8/6/2025 Ethos Financial Group LLC5,225$287K0.0%N/A0.009%
8/5/2025 Bryce Point Capital LLC12,692$698K0.6%-22.9%0.022%
8/5/2025 Bank of New York Mellon Corp439,147$24.15M0.0%-2.7%0.773%
8/4/2025 Cooke & Bieler LP893,736$49.16M0.5%+0.2%1.597%
8/4/2025 UNIVEST FINANCIAL Corp11,616$639K0.0%-2.3%0.021%
8/4/2025 Amalgamated Bank16,234$893K0.0%-2.8%0.029%
8/4/2025 Hantz Financial Services Inc.48,379$2.66M0.0%-5.4%0.086%
8/1/2025 Planning Directions Inc.6,157$339K0.2%N/A0.011%
8/1/2025 Teacher Retirement System of Texas12,282$676K0.0%-8.5%0.022%
8/1/2025 Bessemer Group Inc.20,807$1.14M0.0%+6.3%0.037%
8/1/2025 Envestnet Asset Management Inc.130,600$7.18M0.0%-27.8%0.230%
7/31/2025 MQS Management LLC6,652$366K0.2%N/A0.012%
7/31/2025 State of New Jersey Common Pension Fund D35,577$1.96M0.0%-1.5%0.063%
7/31/2025 AlphaQuest LLC5,012$276K0.0%+217.2%0.009%
7/29/2025 Mutual of America Capital Management LLC7,294$401K0.0%-14.6%0.013%
7/28/2025 Wilmington Savings Fund Society FSB61,198$3.37M0.1%-3.4%0.108%
7/25/2025 Yousif Capital Management LLC21,194$1.17M0.0%-2.2%0.037%
7/25/2025 Pzena Investment Management LLC811,169$44.61M0.1%+3.0%1.429%
7/25/2025 Allspring Global Investments Holdings LLC214,883$11.82M0.0%-0.6%0.378%
7/25/2025 CWM LLC920$51K0.0%+31.2%0.002%
7/25/2025 Vanguard Personalized Indexing Management LLC4,469$247K0.0%-7.2%0.008%
7/24/2025 Trust Co. of Toledo NA OH1,500$82K0.0%N/A0.003%
7/24/2025 Aberdeen Group plc440,936$24.25M0.0%-16.0%0.777%
7/23/2025 Maryland State Retirement & Pension System16,686$918K0.0%-2.5%0.029%
7/23/2025 KLP Kapitalforvaltning AS12,530$689K0.0%+8.7%0.022%
7/22/2025 Strid Group LLC5,103$281K0.0%N/A0.009%
7/16/2025 State of Alaska Department of Revenue33,787$1.86M0.0%+4.0%0.060%
7/14/2025 GAMMA Investing LLC1,695$93K0.0%-16.8%0.003%
7/11/2025 Farther Finance Advisors LLC1,250$69K0.0%+618.4%0.002%
7/11/2025 Wedge Capital Management L L P NC38,747$2.13M0.0%-2.4%0.068%
(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, 237 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were Vanguard Group Inc. ($343.90M), Dimensional Fund Advisors LP ($196.50M), State Street Corp ($164.73M), Franklin Resources Inc. ($143.60M), T. Rowe Price Investment Management Inc. ($120.38M), JPMorgan Chase & Co. ($83.11M), and Geode Capital Management LLC ($77.89M).Learn more on WSFS Financial's institutional investors.

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

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

Which institutional investors have been buying WSFS Financial's stock?

Of the 186 institutional investors that purchased WSFS Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.97M), JPMorgan Chase & Co. ($1.28M), Raymond James Financial Inc. ($789.87K), Assenagon Asset Management S.A. ($453.27K), Vanguard Group Inc. ($372.40K), Boston Partners ($357.08K), and American Century Companies Inc. ($299.45K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 6,629,430 shares in the last 24 months. This purchase volume represents approximately $352.33M in transactions.

Which of WSFS Financial's major shareholders have been selling company stock?

Of the 112 institutional investors that sold WSFS Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Franklin Resources Inc. ($484.95K), Vanguard Group Inc. ($389.58K), Bank of America Corp DE ($287.44K), Basswood Capital Management L.L.C. ($247.04K), Goldman Sachs Group Inc. ($235.06K), Alliancebernstein L.P. ($148.93K), and American Century Companies Inc. ($134.22K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 4,164,291 shares in the last 24 months. This volume of shares sold represents approximately $220.16M in transactions.


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This page (NASDAQ:WSFS) was last updated on 9/22/2025 by MarketBeat.com Staff
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