Free Trial
MarketBeat All Access — Now with A.I. InsightsStart Free For 30 Days

WSFS Financial (WSFS) Institutional Ownership

WSFS Financial logo
$52.63 +1.03 (+2.00%)
As of 11:35 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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)
$352.07M
Number of
Institutional Sellers
(last 12 months)
113
Total
Institutional Outflows
(last 12 months)
$220.12M
Get WSFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling WSFS Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Wedge Capital Management L L P NC35,688$1.93M0.0%-7.9%0.064%
10/9/2025 Voya Investment Management LLC10,239$552K0.0%-36.3%0.018%
10/2/2025 GAMMA Investing LLC1,939$105K0.0%+14.4%0.003%
9/24/2025Texas Permanent School Fund Corp32,505$1.79M0.0%-10.4%0.058%
9/4/2025Osaic Holdings Inc.3,889$214K0.0%+24.7%0.007%
8/27/2025Squarepoint Ops LLC18,697$1.03M0.0%N/A0.033%
8/26/2025Thrivent Financial for Lutherans43,489$2.39M0.0%-4.9%0.078%
8/16/2025Public Sector Pension Investment Board193,591$10.65M0.0%+4.0%0.346%
8/15/2025CANADA LIFE ASSURANCE Co56,379$3.10M0.0%-6.7%0.101%
8/15/2025Tower Research Capital LLC TRC 8,467$466K0.0%+313.8%0.015%
8/15/2025State of Tennessee Department of Treasury33,230$1.83M0.0%+18.6%0.059%
8/15/2025Tidal Investments LLC9,629$530K0.0%N/A0.017%
8/15/2025Smartleaf Asset Management LLC3,045$168K0.0%-11.5%0.005%
8/15/2025Rafferty Asset Management LLC55,250$3.04M0.0%+27.5%0.099%
8/15/2025Salzhauer Michael19,329$1.06M0.6%-9.3%0.035%
8/15/2025Palisade Capital Management LP726,008$39.93M1.1%-2.9%1.297%
8/15/2025Engineers Gate Manager LP4,333$238K0.0%N/A0.008%
8/15/2025BNP Paribas Financial Markets6,339$349K0.0%+37.7%0.011%
8/15/2025Brevan Howard Capital Management LP10,653$586K0.0%+144.2%0.019%
8/15/2025Balyasny Asset Management L.P.6,956$383K0.0%N/A0.012%
8/15/2025Bank of America Corp DE746,077$41.03M0.0%-25.1%1.333%
8/15/2025Ameriprise Financial Inc.122,937$6.76M0.0%-6.3%0.220%
8/14/2025Basswood Capital Management L.L.C.1,711$94K0.0%-99.3%0.003%
8/14/2025Jane Street Group LLC158,239$8.70M0.0%+34.7%0.283%
8/14/2025Raymond James Financial Inc.441,671$24.29M0.0%+31.6%0.789%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,809$1.75M0.0%-8.7%0.057%
8/14/2025Alliancebernstein L.P.649,420$35.72M0.0%-7.8%1.160%
8/14/2025The Manufacturers Life Insurance Company 582,334$32.03M0.0%-2.6%1.040%
8/14/2025Squarepoint Ops LLC18,697$1.03M0.0%N/A0.033%
8/14/2025Sei Investments Co.83,298$4.58M0.0%+40.7%0.149%
8/14/2025Frontier Capital Management Co. LLC768,364$42.26M0.4%+1.3%1.373%
8/14/2025AXA S.A.85,734$4.72M0.0%N/A0.153%
8/14/2025State Street Corp2,995,051$164.73M0.0%-3.6%5.351%
8/14/2025WINTON GROUP Ltd80,460$4.43M0.2%N/A0.144%
8/14/2025Cerity Partners LLC16,890$929K0.0%+32.6%0.030%
8/13/2025Gamco Investors INC. ET AL15,912$875K0.0%N/A0.028%
8/13/2025Brown Advisory Inc.761,455$41.88M0.1%-5.7%1.360%
8/13/2025First Trust Advisors LP101,214$5.57M0.0%-5.2%0.181%
8/13/2025EverSource Wealth Advisors LLC972$53K0.0%+265.4%0.002%
8/13/2025Invesco Ltd.985,367$54.20M0.0%+1.6%1.761%
8/13/2025Edgestream Partners L.P.160,619$8.83M0.2%N/A0.287%
8/13/2025New York State Common Retirement Fund232,691$12.80M0.0%+0.4%0.416%
8/13/2025Norges Bank670,177$36.86M0.0%N/A1.197%
8/13/2025Hsbc Holdings PLC26,371$1.46M0.0%+288.4%0.047%
8/13/2025Russell Investments Group Ltd.9,799$539K0.0%-5.4%0.018%
8/12/2025Inceptionr LLC5,529$304K0.1%N/A0.010%
8/12/2025Boston Partners350,327$19.24M0.0%+2.0%0.626%
8/12/2025XTX Topco Ltd25,202$1.39M0.1%+125.2%0.045%
8/12/2025Champlain Investment Partners LLC1,209,143$66.50M0.5%-0.6%2.160%
8/12/2025Prudential Financial Inc.59,336$3.26M0.0%+3.1%0.106%
8/12/2025American Century Companies Inc.774,208$42.58M0.0%-9.0%1.383%
8/12/2025Franklin Resources Inc.2,610,976$143.60M0.0%+1.1%4.665%
8/12/2025Legal & General Group Plc156,362$8.60M0.0%-2.2%0.279%
8/12/2025Brandywine Global Investment Management LLC87,139$4.79M0.0%-3.6%0.156%
8/12/2025JPMorgan Chase & Co.1,511,110$83.11M0.0%-4.7%2.700%
8/12/2025Swiss National Bank111,840$6.15M0.0%-2.0%0.200%
8/12/2025Handelsbanken Fonder AB15,705$864K0.0%-2.5%0.028%
8/12/2025Ensign Peak Advisors Inc22,807$1.25M0.0%-20.3%0.041%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH63,782$3.51M0.0%+0.6%0.114%
8/8/2025Intech Investment Management LLC32,323$1.78M0.0%+2.3%0.058%
8/8/2025SG Americas Securities LLC52,722$2.90M0.0%+499.2%0.094%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,577$802K0.0%+3.8%0.026%
8/8/2025Police & Firemen s Retirement System of New Jersey13,212$727K0.0%+4.6%0.024%
8/8/2025Geode Capital Management LLC1,415,940$77.89M0.0%-1.3%2.530%
8/8/2025PNC Financial Services Group Inc.22,374$1.23M0.0%-3.3%0.040%
8/8/2025KBC Group NV1,913$105K0.0%-37.9%0.003%
8/7/2025Boston Partners350,327$19.24M0.0%+2.0%0.626%
8/7/2025Vise Technologies Inc.4,008$220K0.0%N/A0.007%
8/7/2025ProShare Advisors LLC12,930$711K0.0%-6.2%0.023%
8/7/2025Profund Advisors LLC4,762$262K0.0%-4.0%0.009%
8/7/2025Campbell & CO Investment Adviser LLC15,009$825K0.1%N/A0.027%
8/7/2025Parkside Financial Bank & Trust1,437$79K0.0%+17.3%0.003%
8/6/2025Savant Capital LLC4,357$240K0.0%N/A0.008%
8/6/2025Modera Wealth Management LLC17,416$958K0.0%-4.5%0.031%
8/6/2025Ethos Financial Group LLC5,225$287K0.0%N/A0.009%
8/5/2025Bryce Point Capital LLC12,692$698K0.6%-22.9%0.022%
8/5/2025Bank of New York Mellon Corp439,147$24.15M0.0%-2.7%0.773%
8/4/2025Cooke & Bieler LP893,736$49.16M0.5%+0.2%1.597%
8/4/2025UNIVEST FINANCIAL Corp11,616$639K0.0%-2.3%0.021%
8/4/2025Amalgamated Bank16,234$893K0.0%-2.8%0.029%
8/4/2025Hantz Financial Services Inc.48,379$2.66M0.0%-5.4%0.086%
8/1/2025Planning Directions Inc.6,157$339K0.2%N/A0.011%
8/1/2025Teacher Retirement System of Texas12,282$676K0.0%-8.5%0.022%
8/1/2025Bessemer Group Inc.20,807$1.14M0.0%+6.3%0.037%
8/1/2025Envestnet Asset Management Inc.130,600$7.18M0.0%-27.8%0.230%
7/31/2025MQS Management LLC6,652$366K0.2%N/A0.012%
7/31/2025State of New Jersey Common Pension Fund D35,577$1.96M0.0%-1.5%0.063%
7/31/2025AlphaQuest LLC5,012$276K0.0%+217.2%0.009%
7/29/2025Mutual of America Capital Management LLC7,294$401K0.0%-14.6%0.013%
7/28/2025Wilmington Savings Fund Society FSB61,198$3.37M0.1%-3.4%0.108%
7/25/2025Yousif Capital Management LLC21,194$1.17M0.0%-2.2%0.037%
7/25/2025Pzena Investment Management LLC811,169$44.61M0.1%+3.0%1.429%
7/25/2025Allspring Global Investments Holdings LLC214,883$11.82M0.0%-0.6%0.378%
7/25/2025CWM LLC920$51K0.0%+31.2%0.002%
7/25/2025Vanguard Personalized Indexing Management LLC4,469$247K0.0%-7.2%0.008%
7/24/2025Trust Co. of Toledo NA OH1,500$82K0.0%N/A0.003%
7/24/2025Aberdeen Group plc440,936$24.25M0.0%-16.0%0.777%
7/23/2025Maryland State Retirement & Pension System16,686$918K0.0%-2.5%0.029%
7/23/2025KLP Kapitalforvaltning AS12,530$689K0.0%+8.7%0.022%
7/22/2025Strid Group LLC5,103$281K0.0%N/A0.009%
(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, 235 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 185 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 6,624,233 shares in the last 24 months. This purchase volume represents approximately $352.07M in transactions.

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

Of the 113 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 4,162,708 shares in the last 24 months. This volume of shares sold represents approximately $220.12M in transactions.


Related Companies

This page (NASDAQ:WSFS) was last updated on 10/13/2025 by MarketBeat.com Staff
From Our Partners
URGENT: The Market's 3 Red Flags Are Flashing
Here’s the uncomfortable truth: The smartest investors in the world are already preparing for a crash befor...
StockEarnings | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
2013 miner reveals his trading system
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
Your Bank Account Is No Longer Safe
What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...
Priority Gold | Sponsoredtc pixel
$3,600 gold is nice ... but here’s what most gold bugs are missing
Gold just surged past $3,600, but Weiss Ratings expert Sean Brodrick says the real upside is in select gold st...
Weiss Ratings | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel