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WSFS Financial (WSFS) Institutional Ownership

WSFS Financial logo
$77.68 +1.06 (+1.38%)
As of 01:05 PM Eastern
This is a fair market value 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)
166
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$234.39M
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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
9/29/2026Cim Investment Management Inc.3,101$238K0.1%N/A0.006%
9/9/2026Tidal Investments LLC5,153$395K0.0%-57.0%0.010%
9/9/2026WINTON GROUP Ltd65,328$5.01M0.2%N/A0.128%
9/9/2026Engineers Gate Manager LP27,802$2.13M0.0%N/A0.054%
9/9/2026Integrated Wealth Concepts LLC2,023$155K0.0%N/A0.004%
9/9/2026Squarepoint Ops LLC3,955$303K0.0%N/A0.008%
9/9/2026Baird Financial Group Inc.2,672$205K0.0%-14.1%0.005%
9/8/2026Allworth Financial LP609$47K0.0%+30.4%0.001%
9/8/2026Arizona State Retirement System14,407$1.11M0.0%-4.1%0.028%
9/8/2026Nykredit A S2,270$174K0.0%N/A0.004%
8/27/2026Corient Private Wealth LP4,490$345K0.0%N/A0.009%
8/26/2026Amundi9,068$696K0.0%N/A0.018%
8/26/2026HighTower Advisors LLC5,257$403K0.0%-5.5%0.010%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al3,500$269K0.0%N/A0.007%
8/22/2026denkapparat Operations GmbH8,546$656K0.2%N/A0.017%
8/21/2026Nykredit A S2,270$174K0.0%N/A0.004%
8/20/2026Headlands Technologies LLC12,096$928K0.1%N/A0.024%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,291$9.08M0.0%-0.3%0.232%
8/19/2026Hsbc Holdings PLC13,898$1.07M0.0%-39.9%0.027%
8/19/2026Wellington Management Group LLP307,789$23.62M0.0%+111.7%0.602%
8/18/2026Empowered Funds LLC8,886$682K0.0%N/A0.017%
8/18/2026Equitable Holdings Inc.10,274$788K0.0%N/A0.020%
8/18/2026Public Employees Retirement System of Ohio833$64K0.0%N/A0.002%
8/17/2026Corient Private Wealth LP3,407$261K0.0%N/A0.007%
8/17/2026Bank of America Corp DE646,080$49.57M0.0%N/A1.265%
8/15/2026Man Group plc16,486$1.27M0.0%N/A0.032%
8/15/2026Jupiter Topco LLC21,234$1.63M0.0%N/A0.042%
8/14/2026Hsbc Holdings PLC13,898$1.07M0.0%N/A0.027%
8/14/2026Palisade Capital Management LP279,625$21.46M0.9%N/A0.547%
8/14/2026Canada Pension Plan Investment Board22,600$1.73M0.0%N/A0.044%
8/14/2026Legal & General Group Plc119,213$9.15M0.0%N/A0.233%
8/14/2026The Manufacturers Life Insurance Company521,623$40.02M0.0%N/A1.021%
8/14/2026Algert Global LLC183,668$14.09M0.2%+111.5%0.359%
8/13/2026Sanctuary Advisors LLC4,196$322K0.0%N/A0.008%
8/13/2026Haverford Trust Co7,441$571K0.0%N/A0.015%
8/12/2026Commerce Bank6,015$462K0.0%N/A0.012%
8/12/2026Northwestern Mutual Wealth Management Co.2,959$227K0.0%N/A0.006%
8/12/2026Ieq Capital LLC7,504$576K0.0%N/A0.015%
8/11/2026Allworth Financial LP609$47K0.0%N/A0.001%
8/11/2026Vise Technologies Inc.6,249$479K0.0%N/A0.012%
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8/10/2026Planning Directions Inc.6,544$502K0.2%N/A0.013%
8/10/2026Great Lakes Advisors LLC74,597$5.72M0.0%N/A0.146%
8/7/2026Pzena Investment Management LLC888,496$68.17M0.2%N/A1.707%
8/7/2026UNIVEST FINANCIAL Corp11,616$891K0.0%N/A0.022%
8/7/2026BlackRock Inc.7,515,901$576.70M0.0%N/A14.443%
8/7/2026Deutsche Bank AG55,456$4.26M0.0%N/A0.107%
8/6/2026Global Retirement Partners LLC1,827$140K0.0%N/A0.004%
8/6/2026Bank of New York Mellon Corp387,352$29.72M0.0%N/A0.744%
8/6/2026GSA Capital Partners LLP16,487$1.27M0.1%N/A0.032%
7/10/2026Wedge Capital Management L L P NC26,032$2.00M0.0%-5.0%0.050%
7/9/2026Oliver Luxxe Assets LLC22,921$1.76M0.3%-33.4%0.044%
7/8/2026Assenagon Asset Management S.A.18,034$1.38M0.0%N/A0.035%
7/7/2026Baron Wealth Management LLC2,811$216K0.1%N/A0.005%
7/7/2026GAMMA 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 Company530,175$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%
4/28/2026Corbyn Investment Management Inc. MD20,838$1.36M0.5%-36.1%0.040%
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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%


WSFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 293 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were BlackRock Inc. ($576.70M), 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), and Pzena Investment Management LLC ($68.17M).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 235 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: BlackRock Inc. ($7.52M), Norges Bank ($2.00M), JPMorgan Chase & Co. ($1.34M), Pzena Investment Management LLC ($1.03M), Raymond James Financial Inc. ($791.66K), Bank of America Corp DE ($721.36K), and The Manufacturers Life Insurance Company ($526.54K).

Institutional investors have bought a total of 15,199,550 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

Of the 116 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. ($313.21K), Franklin Resources Inc. ($177.61K), Millennium Management LLC ($144.92K), State Street Corp ($129.53K), and Royal Bank of Canada ($123.26K).

Institutional investors have sold a total of 4,203,252 shares in the last 24 months. This volume of shares sold represents approximately $234.39M in transactions.


Related Companies

Institutional ownership data for NASDAQ:WSFS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/29/2026. New 13F filings are added each quarter as they're published.
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