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WSFS Financial (WSFS) Institutional Ownership

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$77.79 +0.18 (+0.23%)
Closing price 04:00 PM Eastern
Extended Trading
$77.85 +0.06 (+0.08%)
As of 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
157
Total
Institutional Inflows
(last 12 months)
$322.11M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$295.44M
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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
7/10/2026 Wedge Capital Management L L P NC26,032$2.00M0.0%-5.0%0.050%
7/9/2026 Oliver Luxxe Assets LLC22,921$1.76M0.3%-33.4%0.044%
7/8/2026 Assenagon Asset Management S.A.18,034$1.38M0.0%N/A0.035%
7/7/2026 Baron Wealth Management LLC2,811$216K0.1%N/A0.005%
7/7/2026 GAMMA Investing LLC2,414$185K0.0%+11.9%0.005%
6/3/2026Stillwater Private Wealth LLC3,953$258K0.2%N/A0.008%
5/26/2026Glenmede Trust Co. NA12,804$838K0.0%+4.1%0.025%
5/19/2026Bank of America Corp DE737,587$48.28M0.0%+11.4%1.417%
5/18/2026California State Teachers Retirement System66,481$4.35M0.0%+25.5%0.128%
5/18/2026Royal Bank of Canada64,041$4.19M0.0%-51.1%0.123%
5/16/2026The Manufacturers Life Insurance Company 530,175$34.71M0.0%-3.2%1.019%
5/16/2026Quantinno Capital Management LP14,168$927K0.0%+50.1%0.027%
5/16/2026Lazard Asset Management LLC26,358$1.73M0.0%N/A0.051%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund8,078$529K0.0%-83.8%0.016%
5/14/2026Renaissance Technologies LLC23,077$1.51M0.0%-41.5%0.044%
5/14/2026Arrowstreet Capital Limited Partnership17,521$1.15M0.0%+42.9%0.034%
5/14/2026Inceptionr LLC3,162$207K0.0%N/A0.006%
5/14/2026Sei Investments Co.174,419$11.42M0.0%+44.1%0.335%
5/14/2026Lido Advisors LLC8,253$540K0.0%+24.5%0.016%
5/13/2026Cetera Investment Advisers20,570$1.35M0.0%+6.3%0.040%
5/13/2026First Trust Advisors LP107,196$7.02M0.0%+17.9%0.206%
5/8/2026PNC Financial Services Group Inc.21,545$1.41M0.0%-2.3%0.041%
5/7/2026Dimensional Fund Advisors LP3,560,556$233.07M0.0%-0.9%6.814%
5/7/2026Swiss National Bank108,140$7.08M0.0%-1.7%0.207%
5/6/2026Financiere des Professionnels Fonds d investissement inc.5,756$377K0.0%N/A0.011%
5/6/2026Bessemer Group Inc.70,823$4.64M0.0%+20,548.1%0.136%
5/6/2026Allspring Global Investments Holdings LLC133,933$8.84M0.0%-24.9%0.256%
5/5/2026Bank of New York Mellon Corp387,125$25.34M0.0%-4.7%0.741%
5/5/2026Illinois Municipal Retirement Fund28,225$1.85M0.0%-5.2%0.054%
5/5/2026Sanctuary Advisors LLC3,255$213K0.0%N/A0.006%
5/5/2026Maryland State Retirement & Pension System7,764$508K0.0%-3.5%0.015%
5/5/2026Hillsdale Investment Management Inc.4,620$302K0.0%N/A0.009%
5/4/2026Bryn Mawr Trust Advisors LLC8,663$567K0.0%-50.5%0.017%
5/4/2026Principal Financial Group Inc.427,481$27.98M0.0%+64.0%0.818%
5/4/2026Teachers Retirement System of The State of Kentucky13,571$889K0.0%-5.2%0.026%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,208$865K0.0%-2.4%0.025%
5/1/2026Fifth Third Bancorp28,731$1.88M0.0%+11,821.6%0.055%
4/30/2026Hsbc Holdings PLC23,138$1.51M0.0%+21.8%0.044%
4/30/2026First Horizon Corp611$40K0.0%-25.2%0.001%
4/30/2026Oregon Public Employees Retirement Fund12,203$799K0.0%-2.4%0.023%
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4/28/2026Corbyn Investment Management Inc. MD20,838$1.36M0.5%-36.1%0.040%
4/28/2026DGS Capital Management LLC7,156$468K0.1%+19.6%0.014%
4/27/2026Counterpoint Mutual Funds LLC4,754$311K0.0%-7.3%0.009%
4/27/2026New York State Teachers Retirement System33,587$2.20M0.0%+12.5%0.064%
4/27/2026Y Intercept Hong Kong Ltd4,296$281K0.0%-89.7%0.008%
4/25/2026Pzena Investment Management LLC878,588$57.51M0.2%+0.2%1.681%
4/24/2026Root Financial Partners LLC431$28K0.0%+92.4%0.001%
4/23/2026Sippican Capital Advisors11,089$726K0.5%+4.2%0.021%
4/22/2026Janney Montgomery Scott LLC13,828$905K0.0%+83.6%0.026%
4/22/2026Pictet Asset Management Holding SA8,945$586K0.0%+11.3%0.017%
4/22/2026Sterling Capital Management LLC1,786$117K0.0%-44.7%0.003%
4/21/2026Louisiana State Employees Retirement System23,700$1.55M0.0%N/A0.045%
4/16/2026SG Americas Securities LLC47,704$3.12M0.0%+55.9%0.091%
4/16/2026Allegheny Financial Group4,963$325K0.0%-3.2%0.009%
4/16/2026Vaughan Nelson Investment Management L.P.524,180$34.31M0.3%N/A1.003%
3/20/2026Hsbc Holdings PLC18,993$1.05M0.0%N/A0.036%
3/3/2026Caitong International Asset Management Co. Ltd1,924$106K0.0%N/A0.004%
2/24/2026DGS Capital Management LLC5,981$330K0.1%N/A0.011%
2/23/2026Virtu Financial LLC4,283$237K0.0%N/A0.008%
2/19/2026T. Rowe Price Investment Management Inc.933,944$51.59M0.0%-24.8%1.708%
2/19/2026Invesco Ltd.1,066,591$58.92M0.0%+6.1%1.951%
2/18/2026Mercer Global Advisors Inc. ADV5,123$283K0.0%+18.5%0.009%
2/18/2026State of Tennessee Department of Treasury22,990$1.27M0.0%-10.1%0.042%
2/18/2026NewEdge Advisors LLC606$33K0.0%N/A0.001%
2/18/2026Empowered Funds LLC1,802$100K0.0%N/A0.003%
2/18/2026XTX Topco Ltd24,846$1.37M0.0%N/A0.045%
2/18/2026Voloridge Investment Management LLC40,562$2.24M0.0%+57.4%0.074%
2/18/2026Wellington Management Group LLP172,643$9.54M0.0%-6.8%0.316%
2/18/2026Tudor Investment Corp ET AL137,124$7.58M0.0%+541.3%0.251%
2/18/2026Twinbeech Capital LP18,330$1.01M0.1%N/A0.034%
2/18/2026Numerai GP LLC87,147$4.81M0.6%-17.7%0.159%
2/18/2026Palisade Capital Management LP633,974$35.02M1.0%-11.0%1.159%
2/18/2026Millennium Management LLC236,142$13.04M0.0%-38.0%0.432%
2/18/2026Man Group plc18,657$1.03M0.0%N/A0.034%
2/18/2026Engineers Gate Manager LP17,252$953K0.0%-42.9%0.032%
2/18/2026Aristotle Capital Boston LLC28,794$1.59M0.1%-8.1%0.053%
2/18/2026Balyasny Asset Management L.P.44,948$2.48M0.0%+520.8%0.082%
2/18/2026Bridgeway Capital Management LLC69,059$3.82M0.1%-18.5%0.126%
2/17/2026AQR Capital Management LLC155,805$8.61M0.0%+80.2%0.285%
2/17/2026Cetera Investment Advisers19,356$1.07M0.0%-6.0%0.035%
2/17/2026Trexquant Investment LP48,486$2.68M0.0%+18.3%0.089%
2/17/2026Price T Rowe Associates Inc. MD153,234$8.47M0.0%+99.8%0.280%
2/17/2026T. Rowe Price Investment Management Inc.369,532$20.41M0.0%-70.2%0.676%
2/17/2026Osaic Holdings Inc.2,683$148K0.0%-30.6%0.005%
2/17/2026Weiss Asset Management LP4,257$235K0.0%N/A0.008%
2/17/2026California State Teachers Retirement System52,956$2.93M0.0%-3.2%0.097%
2/17/2026Russell Investments Group Ltd.16,964$937K0.0%-3.3%0.031%
2/17/2026Crawford Investment Counsel Inc.113,506$6.27M0.1%+2.7%0.208%
2/17/2026Captrust Financial Advisors4,357$241K0.0%+13.3%0.008%
2/17/2026&PARTNERS10,135$560K0.0%-3.6%0.019%
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2/17/2026ExodusPoint Capital Management LP57,013$3.15M0.0%+8.8%0.104%
2/17/2026Royal Bank of Canada130,950$7.23M0.0%-30.1%0.239%
2/17/2026Graham Capital Management L.P.12,593$696K0.0%N/A0.023%
2/16/2026Verition Fund Management LLC14,450$798K0.0%-46.6%0.026%
2/16/2026Mariner LLC11,648$644K0.0%+115.3%0.021%
2/16/2026Fieldview Capital Management LLC11,102$613K0.1%N/A0.020%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund50,012$2.76M0.0%N/A0.091%
2/16/2026Entropy Technologies LP17,395$961K0.1%N/A0.032%
2/16/2026Barclays PLC104,758$5.79M0.0%+24.8%0.192%
2/16/2026Brown Advisory Inc.788,575$43.56M0.1%-5.1%1.442%


WSFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 279 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were Vanguard Group Inc. ($329.04M), Dimensional Fund Advisors LP ($233.07M), State Street Corp ($159.82M), Franklin Resources Inc. ($136.21M), Geode Capital Management LLC ($75.27M), JPMorgan Chase & Co. ($68.02M), and Champlain Investment Partners LLC ($64.44M).Learn more on WSFS Financial's institutional investors.

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

Of the 219 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 ($2.00M), JPMorgan Chase & Co. ($1.34M), Raymond James Financial Inc. ($791.66K), Vaughan Nelson Investment Management L.P. ($524.18K), Boston Partners ($357.51K), Assenagon Asset Management S.A. ($286.16K), and Cooke & Bieler LP ($284.55K).

Institutional investors have bought a total of 5,659,804 shares in the last 24 months. This purchase volume represents approximately $322.11M in transactions.

Of the 125 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: T. Rowe Price Investment Management Inc. ($1.18M), Vanguard Group Inc. ($404.39K), JPMorgan Chase & Co. ($387.57K), Bank of America Corp DE ($287.99K), Basswood Capital Management L.L.C. ($247.04K), State Street Corp ($241.22K), and Franklin Resources Inc. ($177.61K).

Institutional investors have sold a total of 5,320,239 shares in the last 24 months. This volume of shares sold represents approximately $295.44M in transactions.


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This page (NASDAQ:WSFS) was last updated on 7/13/2026 by MarketBeat.com Staff.
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