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WSFS Financial (WSFS) Institutional Ownership

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$54.06 +0.72 (+1.34%)
As of 09:30 AM 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)
127
Total
Institutional Inflows
(last 12 months)
$278.82M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$175.44M
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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
8/11/2025Universal 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%
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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%
7/11/2025 Diversified Trust Co13,520$744K0.0%+5.9%0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC3,850$227K0.0%N/A0.007%
6/18/2025Voya Investment Management LLC15,959$828K0.0%-51.6%0.028%
5/29/2025Rhumbline Advisers168,512$8.74M0.0%-4.8%0.297%
5/28/2025 Strs Ohio6,300$327K0.0%N/A0.011%
5/20/2025 Intech Investment Management LLC31,594$1.64M0.0%+21.8%0.056%
5/19/2025Jane Street Group LLC117,472$6.09M0.0%+579.0%0.207%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC114,556$5.94M0.0%-14.5%0.202%
5/16/2025United Services Automobile Association3,942$204K0.0%N/A0.007%
5/16/2025Great Lakes Advisors LLC165,939$8.61M0.1%-2.1%0.292%
5/16/2025Goldman Sachs Group Inc.305,311$15.84M0.0%-43.5%0.538%
5/16/2025Millennium Management LLC72,726$3.77M0.0%+230.4%0.128%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,835$1.81M0.0%+3.5%0.061%
5/16/2025Bridgeway Capital Management LLC95,759$4.97M0.1%-26.8%0.169%
5/16/2025Alliancebernstein L.P.704,315$36.53M0.0%-10.9%1.240%
5/16/2025AQR Capital Management LLC10,347$537K0.0%+102.6%0.018%
5/15/2025Royal Bank of Canada223,052$11.57M0.0%+1.0%0.393%
5/15/2025Graham Capital Management L.P.33,879$1.76M0.0%+74.2%0.060%
5/15/2025The Manufacturers Life Insurance Company 597,649$31M0.0%+0.8%1.053%
5/15/2025Champlain Investment Partners LLC1,215,921$63.07M0.5%-1.5%2.142%
5/15/2025Earnest Partners LLC277,046$14.37M0.1%-9.0%0.488%
5/14/2025Keeley Teton Advisors LLC15,912$825K0.1%-1.2%0.028%
5/14/2025Rafferty Asset Management LLC43,320$2.25M0.0%-16.2%0.076%
5/14/2025Corebridge Financial Inc.30,564$1.59M0.0%-2.9%0.054%
5/14/2025Comerica Bank37,264$1.93M0.0%-30.9%0.066%
5/14/2025MetLife Investment Management LLC33,823$1.75M0.0%-5.1%0.060%
5/14/2025Haverford Trust Co7,000$363K0.0%-26.8%0.012%
5/14/2025Advantage Alpha Capital Partners LP4,173$216K0.1%-60.8%0.007%
5/14/2025T. Rowe Price Investment Management Inc.2,320,766$120.38M0.1%+0.3%4.088%
5/14/2025Hsbc Holdings PLC6,789$351K0.0%-71.9%0.012%
5/13/2025Northern Trust Corp779,920$40.45M0.0%-3.6%1.374%
5/13/2025Raymond James Financial Inc.335,688$17.41M0.0%-1.8%0.591%
5/13/2025American Century Companies Inc.851,215$44.15M0.0%-5.9%1.499%
5/13/2025Brandywine 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%
5/13/2025Dimensional Fund Advisors LP3,788,407$196.50M0.0%-2.9%6.672%
5/13/2025Lord Abbett & CO. LLC140,177$7.27M0.0%+11.5%0.247%
5/13/2025 Boston Partners343,572$17.67M0.0%N/A0.605%
5/13/2025Russell Investments Group Ltd.10,357$537K0.0%+9.0%0.018%
5/13/2025HighTower Advisors LLC5,278$274K0.0%+10.8%0.009%
5/12/2025Public Sector Pension Investment Board186,061$9.65M0.0%+26.8%0.328%
5/12/2025Nuveen LLC233,080$12.09M0.0%N/A0.411%
5/12/2025Invesco Ltd.969,476$50.29M0.0%+1.6%1.708%
5/12/2025Swiss National Bank114,140$5.92M0.0%-2.1%0.201%
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5/12/2025 Maryland State Retirement & Pension System17,117$888K0.0%-13.8%0.030%
5/9/2025 Mutual of America Capital Management LLC8,542$443K0.0%-4.3%0.015%
5/9/2025Deutsche Bank AG66,880$3.47M0.0%+29.2%0.115%
5/9/2025Charles Schwab Investment Management Inc.748,085$38.80M0.0%+1.0%1.290%
5/9/2025Vanguard 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%
5/8/2025Natixis Advisors LLC14,088$731K0.0%+1.5%0.024%
5/8/2025XTX 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%
(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, 228 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 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 182 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 ($1.30M), 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 ($350.33K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 5,301,620 shares in the last 24 months. This purchase volume represents approximately $278.82M in transactions.

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

Of the 104 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), Goldman Sachs Group Inc. ($235.06K), Jennison Associates LLC ($132.56K), Dimensional Fund Advisors LP ($115.61K), Pzena Investment Management LLC ($111.85K), and abrdn plc ($109.52K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 3,373,955 shares in the last 24 months. This volume of shares sold represents approximately $175.44M in transactions.


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This page (NASDAQ:WSFS) was last updated on 8/11/2025 by MarketBeat.com Staff
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