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WSFS Financial (WSFS) Institutional Ownership

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(As of 04/24/2024 ET)
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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)
88
Total
Institutional Inflows
(last 12 months)
$157.08M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$84.88M
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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
4/24/2024Assenagon Asset Management S.A.123,639$5.58M0.0%-39.7%0.206%
4/23/2024 Louisiana State Employees Retirement System30,000$1.35M0.0%-1.3%0.050%
4/22/2024 Raymond James & Associates110,546$4.99M0.0%+5.5%0.184%
4/20/2024 Maryland State Retirement & Pension System21,814$917K0.0%-1.2%0.036%
4/19/2024 State of Alaska Department of Revenue36,888$1.67M0.0%-1.3%0.061%
4/18/2024 Allspring Global Investments Holdings LLC235,953$10.65M0.0%+41.8%0.393%
4/18/2024 Diversified Trust Co11,157$504K0.0%+41.6%0.019%
4/5/2024 GAMMA Investing LLC728$33K0.0%-40.3%0.001%
4/5/2024 Los Angeles Capital Management LLC7,810$353K0.0%+69.6%0.013%
3/22/2024PNC Financial Services Group Inc.25,936$1.19M0.0%-7.8%0.043%
3/11/2024Vanguard Group Inc.6,965,798$319.94M0.0%-0.8%11.556%
3/5/2024Wellington Management Group LLP216,993$9.97M0.0%-3.6%0.360%
2/15/2024Palisade Capital Management LP821,792$37.75M1.0%-8.3%1.353%
2/14/2024Frontier Capital Management Co. LLC521,911$23.97M0.2%-1.6%0.859%
2/13/2024Keeley Teton Advisors LLC27,882$1.28M0.2%-2.0%0.046%
2/13/2024Rafferty Asset Management LLC58,937$2.71M0.0%+66.9%0.097%
2/13/2024The Manufacturers Life Insurance Company 753,980$34.63M0.0%-7.1%1.242%
2/13/2024Campbell & CO Investment Adviser LLC21,390$982K0.1%N/A0.035%
2/12/2024Eagle Asset Management Inc.289,029$13.28M0.1%+0.6%0.476%
2/12/2024TFO Wealth Partners LLC2,311$106K0.0%+115,450.0%0.004%
2/12/2024Pine Valley Investments Ltd Liability Co7,619$350K0.0%+8.8%0.013%
2/12/2024Hsbc Holdings PLC38,628$1.79M0.0%+124.9%0.064%
2/9/2024Pzena Investment Management LLC1,003,447$46.09M0.2%-3.9%1.652%
2/9/2024Franklin Resources Inc.2,886,034$132.56M0.1%+8.8%4.752%
2/9/2024Quest Partners LLC35,218$1.62M0.3%N/A0.058%
2/9/2024Wells Fargo & Company MN226,942$10.42M0.0%-4.9%0.374%
2/9/2024PNC Financial Services Group Inc.25,936$1.19M0.0%-7.8%0.043%
2/9/2024Norges Bank682,979$31.37M0.0%N/A1.125%
2/8/2024Brown Advisory Inc.795,122$36.52M0.1%-3.3%1.309%
2/8/2024Great Lakes Advisors LLC56,890$2.61M0.0%+48.2%0.094%
2/8/2024Haverford Trust Co16,307$749K0.0%N/A0.027%
2/8/2024Janney Montgomery Scott LLC20,598$946K0.0%+166.6%0.034%
2/7/2024Forum Financial Management LP6,033$277K0.0%-5.2%0.010%
2/7/2024Principal Financial Group Inc.316,609$14.54M0.0%-3.9%0.521%
2/7/2024Dimensional Fund Advisors LP3,757,216$172.57M0.1%+2.1%6.187%
2/7/2024BNP Paribas Financial Markets19,922$915K0.0%-36.1%0.033%
2/7/2024Teacher Retirement System of Texas13,218$607K0.0%+6.3%0.022%
2/7/2024Versor Investments LP16,000$735K0.1%N/A0.026%
2/6/2024Charles Schwab Investment Management Inc.641,895$29.48M0.0%+4.7%1.057%
2/6/2024 Maryland State Retirement & Pension System22,073$1.01M0.0%-1.8%0.036%
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2/6/2024Private Advisor Group LLC29,083$1.34M0.0%+10.0%0.048%
2/6/2024 Amalgamated Bank22,901$1.05M0.0%-3.6%0.038%
2/6/2024Westover Capital Advisors LLC6,641$305K0.1%+8.6%0.011%
2/6/2024 Los Angeles Capital Management LLC4,606$212K0.0%N/A0.008%
2/6/2024Natixis Advisors L.P.10,524$483K0.0%N/A0.017%
2/6/2024Swiss National Bank120,340$5.53M0.0%-10.9%0.198%
2/5/2024Victory Capital Management Inc.25,412$1.17M0.0%+32.9%0.042%
2/5/2024Jackson Creek Investment Advisors LLC24,776$1.14M0.4%N/A0.041%
2/2/2024Corbyn Investment Management Inc. MD35,084$1.61M0.8%-1.5%0.058%
2/1/2024 GAMMA Investing LLC1,220$54K0.0%N/A0.002%
2/1/2024New York State Common Retirement Fund249,857$11.48M0.0%-0.3%0.411%
2/1/2024Illinois Municipal Retirement Fund34,380$1.58M0.0%-4.7%0.057%
2/1/2024 Wedge Capital Management L L P NC64,370$2.96M0.1%+130.3%0.106%
2/1/2024Jennison Associates LLC533,060$24.48M0.0%-8.8%0.878%
2/1/2024North Star Asset Management Inc.16,790$771K0.0%-46.0%0.028%
1/31/2024Cooke & Bieler LP1,023,909$47.03M0.4%-1.9%1.686%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 13,160$604K0.0%+5.7%0.022%
1/30/2024Strs Ohio10,300$473K0.0%+60.9%0.017%
1/29/2024 Louisiana State Employees Retirement System30,400$1.40M0.0%N/A0.050%
1/25/2024 Allspring Global Investments Holdings LLC166,426$7.64M0.0%+7,791.2%0.274%
1/25/2024Wakefield Asset Management LLLP20,451$939K0.3%N/A0.034%
1/24/2024Mirae Asset Global Investments Co. Ltd.27,880$1.28M0.0%+2.0%0.046%
1/24/2024New York State Teachers Retirement System28,115$1.29M0.0%+5.5%0.046%
1/24/2024 International Assets Investment Management LLC827$38K0.0%+1,032.9%0.001%
1/24/2024Arizona State Retirement System17,068$784K0.0%-2.4%0.028%
1/19/2024 AlphaMark Advisors LLC6,602$303K0.1%N/A0.011%
1/19/2024 State of Alaska Department of Revenue37,363$1.72M0.0%-1.8%0.062%
1/18/2024 Global Retirement Partners LLC926$41K0.0%-30.7%0.002%
1/17/2024Assenagon Asset Management S.A.205,025$9.42M0.0%+169.1%0.338%
1/16/2024 Raymond James & Associates104,803$4.81M0.0%+9.2%0.173%
1/12/2024Mutual Advisors LLC5,063$233K0.0%N/A0.008%
1/11/2024 Affinity Wealth Management LLC4,601$211K0.0%N/A0.008%
12/18/2023Vanguard Group Inc.7,020,380$256.24M0.0%-0.2%11.560%
12/1/2023Wellington Management Group LLP225,054$8.21M0.0%+5.4%0.371%
11/30/2023American Century Companies Inc.352,093$12.85M0.0%+44.2%0.580%
11/22/2023Public Sector Pension Investment Board75,466$2.76M0.0%-42.4%0.124%
11/16/2023BRYN MAWR TRUST Co55,865$2.04M0.1%-8.9%0.092%
11/16/2023Tudor Investment Corp Et Al88,651$3.24M0.0%+25.5%0.146%
11/16/2023FineMark National Bank & Trust7,932$290K0.0%N/A0.013%
11/15/2023The Manufacturers Life Insurance Company811,986$29.64M0.0%-3.6%1.337%
11/15/2023Earnest Partners LLC357,161$13.04M0.1%+3.3%0.588%
11/15/2023Alps Advisors Inc.8,970$327K0.0%N/A0.015%
11/15/2023Glenmede Trust Co. NA5,987$219K0.0%N/A0.010%
11/13/2023Covestor Ltd1,180$43K0.0%+77.7%0.002%
11/13/2023Eagle Asset Management Inc.287,315$10.49M0.1%+0.5%0.473%
11/13/2023Northern Trust Corp912,367$33.30M0.0%-0.4%1.502%
11/13/2023Stifel Financial Corp57,633$2.10M0.0%-10.5%0.095%
11/13/2023Brandywine Global Investment Management LLC116,990$4.27M0.0%-1.5%0.193%
11/13/2023Hsbc Holdings PLC17,172$633K0.0%-80.8%0.028%
11/13/2023Invesco Ltd.611,641$22.33M0.0%+1.7%1.007%
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11/13/2023Envestnet Asset Management Inc.175,783$6.42M0.0%+90.7%0.289%
11/13/2023Rafferty Asset Management LLC35,316$1.29M0.0%-33.3%0.058%
11/13/2023Lord Abbett & CO. LLC139,010$5.07M0.0%+31.3%0.229%
11/13/2023PNC Financial Services Group Inc.28,141$1.03M0.0%-2.8%0.046%
11/9/2023Loomis Sayles & Co. L P273,251$9.97M0.0%-1.9%0.450%
11/9/2023Rhumbline Advisers200,082$7.30M0.0%-0.5%0.329%
11/9/2023Pzena Investment Management LLC1,043,996$38.11M0.2%-0.1%1.719%
11/9/2023Deutsche Bank AG29,826$1.09M0.0%-31.6%0.049%
11/9/2023Citigroup Inc.41,927$1.53M0.0%-43.9%0.069%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS40,820$1.49M0.0%-41.2%0.067%
(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, 203 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were BlackRock Inc. ($437.60M), Vanguard Group Inc. ($319.94M), Dimensional Fund Advisors LP ($172.57M), Franklin Resources Inc. ($132.56M), Macquarie Group Ltd. ($76.18M), Geode Capital Management LLC ($47.55M), and Cooke & Bieler LP ($47.03M).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 161 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: Franklin Resources Inc. ($1.14M), Dimensional Fund Advisors LP ($1.05M), Champlain Investment Partners LLC ($990.50K), Bank of America Corp DE ($695.41K), Norges Bank ($682.98K), Jennison Associates LLC ($605.30K), and Pzena Investment Management LLC ($478.39K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 10,369,086 shares in the last 24 months. This purchase volume represents approximately $452.23M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 125 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: JPMorgan Chase & Co. ($1.24M), Jennison Associates LLC ($533.43K), Macquarie Group Ltd. ($437.75K), Cooke & Bieler LP ($282.23K), Brown Advisory Inc. ($248.93K), Renaissance Technologies LLC ($246.73K), and Ziegler Capital Management LLC ($216.44K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 6,308,813 shares in the last 24 months. This volume of shares sold represents approximately $271.23M in transactions.


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This page (NASDAQ:WSFS) was last updated on 4/25/2024 by MarketBeat.com Staff

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