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WSFS Financial (WSFS) Institutional Ownership

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$53.14 +0.06 (+0.12%)
As of 01:12 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)
119
Total
Institutional Inflows
(last 12 months)
$292.73M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$177.21M
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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
5/20/2025 Intech Investment Management LLC31,594$1.64M0.0%+21.8%0.056%
5/19/2025 Jane Street Group LLC117,472$6.09M0.0%+579.0%0.207%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC114,556$5.94M0.0%-14.5%0.202%
5/16/2025 United Services Automobile Association3,942$204K0.0%N/A0.007%
5/16/2025 Great Lakes Advisors LLC165,939$8.61M0.1%-2.1%0.292%
5/16/2025 Goldman Sachs Group Inc.305,311$15.84M0.0%-43.5%0.538%
5/16/2025 Millennium Management LLC72,726$3.77M0.0%+230.4%0.128%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,835$1.81M0.0%+3.5%0.061%
5/16/2025 Bridgeway Capital Management LLC95,759$4.97M0.1%-26.8%0.169%
5/16/2025 Alliancebernstein L.P.704,315$36.53M0.0%-10.9%1.240%
5/16/2025 AQR Capital Management LLC10,347$537K0.0%+102.6%0.018%
5/15/2025 Royal Bank of Canada223,052$11.57M0.0%+1.0%0.393%
5/15/2025 Graham Capital Management L.P.33,879$1.76M0.0%+74.2%0.060%
5/15/2025 The Manufacturers Life Insurance Company 597,649$31M0.0%+0.8%1.053%
5/15/2025 Champlain Investment Partners LLC1,215,921$63.07M0.5%-1.5%2.142%
5/15/2025 Earnest Partners LLC277,046$14.37M0.1%-9.0%0.488%
5/14/2025 Keeley Teton Advisors LLC15,912$825K0.1%-1.2%0.028%
5/14/2025 Rafferty Asset Management LLC43,320$2.25M0.0%-16.2%0.076%
5/14/2025 Corebridge Financial Inc.30,564$1.59M0.0%-2.9%0.054%
5/14/2025 Comerica Bank37,264$1.93M0.0%-30.9%0.066%
5/14/2025 MetLife Investment Management LLC33,823$1.75M0.0%-5.1%0.060%
5/14/2025 Haverford Trust Co7,000$363K0.0%-26.8%0.012%
5/14/2025 Advantage Alpha Capital Partners LP4,173$216K0.1%-60.8%0.007%
5/14/2025 T. Rowe Price Investment Management Inc.2,320,766$120.38M0.1%+0.3%4.088%
5/14/2025 Hsbc Holdings PLC6,789$351K0.0%-71.9%0.012%
5/13/2025 Northern Trust Corp779,920$40.45M0.0%-3.6%1.374%
5/13/2025 Raymond James Financial Inc.335,688$17.41M0.0%-1.8%0.591%
5/13/2025 American Century Companies Inc.851,215$44.15M0.0%-5.9%1.499%
5/13/2025 Brandywine Global Investment Management LLC90,439$4.69M0.0%-3.7%0.159%
5/13/2025 Aberdeen Group plc524,841$27.22M0.1%+2.6%0.924%
5/13/2025 Dimensional Fund Advisors LP3,788,407$196.50M0.0%-2.9%6.672%
5/13/2025 Lord Abbett & CO. LLC140,177$7.27M0.0%+11.5%0.247%
5/13/2025 Boston Partners343,572$17.67M0.0%N/A0.605%
5/13/2025 Russell Investments Group Ltd.10,357$537K0.0%+9.0%0.018%
5/13/2025 HighTower Advisors LLC5,278$274K0.0%+10.8%0.009%
5/12/2025 Public Sector Pension Investment Board186,061$9.65M0.0%+26.8%0.328%
5/12/2025 Nuveen LLC233,080$12.09M0.0%N/A0.411%
5/12/2025 Invesco Ltd.969,476$50.29M0.0%+1.6%1.708%
5/12/2025 Swiss National Bank114,140$5.92M0.0%-2.1%0.201%
5/12/2025 Maryland State Retirement & Pension System17,117$888K0.0%-13.8%0.030%
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5/9/2025 Mutual of America Capital Management LLC8,542$443K0.0%-4.3%0.015%
5/9/2025 Deutsche Bank AG66,880$3.47M0.0%+29.2%0.115%
5/9/2025 Charles Schwab Investment Management Inc.748,085$38.80M0.0%+1.0%1.290%
5/9/2025 Vanguard Group Inc.6,630,107$343.90M0.0%-5.3%11.431%
5/9/2025 PNC Financial Services Group Inc.23,133$1.20M0.0%+3.0%0.040%
5/8/2025 Natixis Advisors LLC14,088$731K0.0%+1.5%0.024%
5/8/2025 XTX Topco Ltd11,190$580K0.0%+161.3%0.019%
5/7/2025 Bryce Point Capital LLC16,468$863K0.7%N/A0.028%
5/6/2025 Avantax Advisory Services Inc.31,471$1.63M0.0%-0.8%0.054%
5/6/2025 KLP Kapitalforvaltning AS11,530$598K0.0%-8.7%0.020%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH63,428$3.29M0.0%N/A0.109%
5/5/2025 Private Advisor Group LLC25,820$1.34M0.0%-1.8%0.045%
5/2/2025 Pzena Investment Management LLC787,809$40.86M0.1%-0.4%1.358%
5/2/2025 Cooke & Bieler LP892,286$46.28M0.5%+14.0%1.538%
5/1/2025 CWM LLC701$36K0.0%+72.7%0.001%
5/1/2025 Louisiana State Employees Retirement System27,600$1.43M0.0%-3.2%0.048%
5/1/2025 New York State Common Retirement Fund231,816$12.02M0.0%-7.3%0.400%
5/1/2025 Mutual of America Capital Management LLC8,542$443K0.0%-4.3%0.015%
5/1/2025 Arizona State Retirement System16,885$876K0.0%-1.7%0.029%
5/1/2025 Xponance Inc.4,439$230K0.0%+4.9%0.008%
4/30/2025 Cerity Partners LLC12,735$661K0.0%N/A0.022%
4/30/2025 Alps Advisors Inc.6,900$358K0.0%N/A0.012%
4/30/2025 Nisa Investment Advisors LLC2,625$136K0.0%-11.3%0.005%
4/30/2025 Brown Advisory Inc.807,802$41.90M0.1%-2.3%1.393%
4/29/2025 Envestnet Asset Management Inc.180,933$9.39M0.0%+1.1%0.312%
4/29/2025 Bank of New York Mellon Corp451,218$23.41M0.0%-3.9%0.778%
4/29/2025 Palisade Capital Management LP748,002$38.80M1.1%-3.2%1.290%
4/28/2025 Principal Financial Group Inc.324,266$16.82M0.0%+2.2%0.559%
4/28/2025 Oregon Public Employees Retirement Fund13,403$695K0.0%-3.6%0.023%
4/28/2025 Teacher Retirement System of Texas13,430$697K0.0%-5.2%0.023%
4/28/2025 BLB&B Advisors LLC5,610$291K0.0%N/A0.010%
4/25/2025 New York State Teachers Retirement System24,340$1.26M0.0%-1.2%0.042%
4/25/2025 Amalgamated Bank16,700$866K0.0%-3.1%0.029%
4/25/2025 KBC Group NV3,081$160K0.0%+6.8%0.005%
4/24/2025 Allspring Global Investments Holdings LLC216,108$11.21M0.0%-5.2%0.373%
4/24/2025 Illinois Municipal Retirement Fund31,803$1.65M0.0%-1.1%0.055%
4/21/2025 State of Alaska Department of Revenue32,502$1.69M0.0%-2.9%0.056%
4/15/2025 Handelsbanken Fonder AB16,105$835K0.0%+17.5%0.028%
4/15/2025 SG Americas Securities LLC8,798$456K0.0%N/A0.015%
4/15/2025 GAMMA Investing LLC2,038$106K0.0%+37.0%0.004%
4/14/2025 Yousif Capital Management LLC21,661$1.12M0.0%-3.1%0.037%
4/14/2025 Wedge Capital Management L L P NC39,689$2.06M0.0%-41.3%0.068%
4/8/2025 Rhumbline Advisers168,512$8.74M0.0%-4.8%0.291%
4/7/2025 GAMMA Investing LLC105,711$5.48M0.0%+7,004.2%0.182%
4/3/2025 Versant Capital Management Inc532$28K0.0%+90.0%0.001%
3/24/2025 Wellington Management Group LLP200,932$10.68M0.0%-6.9%0.343%
3/18/2025 California State Teachers Retirement System55,422$2.95M0.0%-2.4%0.095%
2/20/2025 Forum Financial Management LP5,659$301K0.0%-6.4%0.010%
2/19/2025 North Star Asset Management Inc.4,828$257K0.0%-10.3%0.008%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC133,936$7.12M0.0%+5.1%0.227%
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2/17/2025 Voloridge Investment Management LLC40,308$2.14M0.0%+4.2%0.068%
2/17/2025 Rafferty Asset Management LLC51,681$2.75M0.0%-5.7%0.088%
2/17/2025 ProShare Advisors LLC17,816$947K0.0%-27.8%0.030%
2/17/2025 Millennium Management LLC22,009$1.17M0.0%-64.6%0.037%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,659$1.79M0.0%+3.9%0.057%
2/17/2025 Graham Capital Management L.P.19,448$1.03M0.0%N/A0.033%
2/17/2025 Frontier Capital Management Co. LLC718,978$38.20M0.4%+7.3%1.221%
2/17/2025 Deutsche Bank AG51,747$2.75M0.0%+49.6%0.088%
2/17/2025 Brown Advisory Inc.827,034$43.94M0.1%-2.2%1.404%
2/17/2025 Bank of America Corp DE966,853$51.37M0.0%-3.7%1.642%
(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, 221 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 ($154.52M), Franklin Resources Inc. ($135.25M), T. Rowe Price Investment Management Inc. ($120.38M), JPMorgan Chase & Co. ($89.67M), and Macquarie Group Ltd. ($76.18M).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 173 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: Norges Bank ($1.30M), JPMorgan Chase & Co. ($1.28M), Raymond James Financial Inc. ($683.89K), Assenagon Asset Management S.A. ($453.27K), Franklin Resources Inc. ($435.00K), Vanguard Group Inc. ($372.40K), and Boston Partners ($343.57K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 9,557,788 shares in the last 24 months. This purchase volume represents approximately $459.54M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 129 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: Franklin Resources Inc. ($484.95K), Jennison Associates LLC ($464.86K), Vanguard Group Inc. ($455.69K), Pzena Investment Management LLC ($263.54K), Hsbc Holdings PLC ($261.00K), Goldman Sachs Group Inc. ($235.06K), and The Manufacturers Life Insurance Company ($210.52K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 5,284,000 shares in the last 24 months. This volume of shares sold represents approximately $252.29M in transactions.


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This page (NASDAQ:WSFS) was last updated on 5/22/2025 by MarketBeat.com Staff
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