WSFS Financial (WSFS) Institutional Ownership

$79.88 -0.02 (-0.03%)

As of 08/21/2026 04:00 PM Eastern

Current Institutional Ownership Percentage: 88.49%
Number of Institutional Buyers (last 12 months): 161
Total Institutional Inflows (last 12 months): $1.08B

Number of Institutional Sellers (last 12 months): 114
Total Institutional Outflows (last 12 months): $234.09M

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WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/22/2026	denkapparat Operations GmbH	8,546	$656K	0.2%	N/A	0.017%
8/21/2026	Nykredit A S	2,270	$174K	0.0%	N/A	0.004%
8/20/2026	Headlands Technologies LLC	12,096	$928K	0.1%	N/A	0.024%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	118,291	$9.08M	0.0%	-0.3%	0.232%
8/19/2026	Hsbc Holdings PLC	13,898	$1.07M	0.0%	-39.9%	0.027%
8/19/2026	Wellington Management Group LLP	307,789	$23.62M	0.0%	+111.7%	0.602%
8/18/2026	Empowered Funds LLC	8,886	$682K	0.0%	N/A	0.017%
8/18/2026	Equitable Holdings Inc.	10,274	$788K	0.0%	N/A	0.020%
8/18/2026	Public Employees Retirement System of Ohio	833	$64K	0.0%	N/A	0.002%
8/17/2026	Corient Private Wealth LP	3,407	$261K	0.0%	N/A	0.007%
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8/17/2026	Bank of America Corp DE	646,080	$49.57M	0.0%	N/A	1.265%
8/15/2026	Man Group plc	16,486	$1.27M	0.0%	N/A	0.032%
8/15/2026	Jupiter Topco LLC	21,234	$1.63M	0.0%	N/A	0.042%
8/14/2026	Hsbc Holdings PLC	13,898	$1.07M	0.0%	N/A	0.027%
8/14/2026	Palisade Capital Management LP	279,625	$21.46M	0.9%	N/A	0.547%
8/14/2026	Canada Pension Plan Investment Board	22,600	$1.73M	0.0%	N/A	0.044%
8/14/2026	Legal & General Group Plc	119,213	$9.15M	0.0%	N/A	0.233%
8/14/2026	The Manufacturers Life Insurance Company	521,623	$40.02M	0.0%	N/A	1.021%
8/14/2026	Algert Global LLC	183,668	$14.09M	0.2%	+111.5%	0.359%
8/13/2026	Sanctuary Advisors LLC	4,196	$322K	0.0%	N/A	0.008%
8/13/2026	Haverford Trust Co	7,441	$571K	0.0%	N/A	0.015%
8/12/2026	Commerce Bank	6,015	$462K	0.0%	N/A	0.012%
8/12/2026	Northwestern Mutual Wealth Management Co.	2,959	$227K	0.0%	N/A	0.006%
8/12/2026	Ieq Capital LLC	7,504	$576K	0.0%	N/A	0.015%
8/11/2026	Allworth Financial LP	609	$47K	0.0%	N/A	0.001%
8/11/2026	Vise Technologies Inc.	6,249	$479K	0.0%	N/A	0.012%
8/10/2026	Planning Directions Inc.	6,544	$502K	0.2%	N/A	0.013%
8/10/2026	Great Lakes Advisors LLC	74,597	$5.72M	0.0%	N/A	0.146%
8/7/2026	Pzena Investment Management LLC	888,496	$68.17M	0.2%	N/A	1.707%
8/7/2026	UNIVEST FINANCIAL Corp	11,616	$891K	0.0%	N/A	0.022%
8/7/2026	BlackRock Inc.	7,515,901	$576.70M	0.0%	N/A	14.443%
8/7/2026	Deutsche Bank AG	55,456	$4.26M	0.0%	N/A	0.107%
8/6/2026	Global Retirement Partners LLC	1,827	$140K	0.0%	N/A	0.004%
8/6/2026	Bank of New York Mellon Corp	387,352	$29.72M	0.0%	N/A	0.744%
8/6/2026	GSA Capital Partners LLP	16,487	$1.27M	0.1%	N/A	0.032%
7/10/2026	Wedge Capital Management L L P NC	26,032	$2.00M	0.0%	-5.0%	0.050%
7/9/2026	Oliver Luxxe Assets LLC	22,921	$1.76M	0.3%	-33.4%	0.044%
7/8/2026	Assenagon Asset Management S.A.	18,034	$1.38M	0.0%	N/A	0.035%
7/7/2026	Baron Wealth Management LLC	2,811	$216K	0.1%	N/A	0.005%
7/7/2026	GAMMA Investing LLC	2,414	$185K	0.0%	+11.9%	0.005%
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6/3/2026	Stillwater Private Wealth LLC	3,953	$258K	0.2%	N/A	0.008%
5/26/2026	Glenmede Trust Co. NA	12,804	$838K	0.0%	+4.1%	0.025%
5/19/2026	Bank of America Corp DE	737,587	$48.28M	0.0%	+11.4%	1.417%
5/18/2026	California State Teachers Retirement System	66,481	$4.35M	0.0%	+25.5%	0.128%
5/18/2026	Royal Bank of Canada	64,041	$4.19M	0.0%	-51.1%	0.123%
5/16/2026	The Manufacturers Life Insurance Company	530,175	$34.71M	0.0%	-3.2%	1.019%
5/16/2026	Quantinno Capital Management LP	14,168	$927K	0.0%	+50.1%	0.027%
5/16/2026	Lazard Asset Management LLC	26,358	$1.73M	0.0%	N/A	0.051%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	8,078	$529K	0.0%	-83.8%	0.016%
5/14/2026	Renaissance Technologies LLC	23,077	$1.51M	0.0%	-41.5%	0.044%
5/14/2026	Arrowstreet Capital Limited Partnership	17,521	$1.15M	0.0%	+42.9%	0.034%
5/14/2026	Inceptionr LLC	3,162	$207K	0.0%	N/A	0.006%
5/14/2026	Sei Investments Co.	174,419	$11.42M	0.0%	+44.1%	0.335%
5/14/2026	Lido Advisors LLC	8,253	$540K	0.0%	+24.5%	0.016%
5/13/2026	Cetera Investment Advisers	20,570	$1.35M	0.0%	+6.3%	0.040%
5/13/2026	First Trust Advisors LP	107,196	$7.02M	0.0%	+17.9%	0.206%
5/8/2026	PNC Financial Services Group Inc.	21,545	$1.41M	0.0%	-2.3%	0.041%
5/7/2026	Dimensional Fund Advisors LP	3,560,556	$233.07M	0.0%	-0.9%	6.814%
5/7/2026	Swiss National Bank	108,140	$7.08M	0.0%	-1.7%	0.207%
5/6/2026	Financiere des Professionnels Fonds d investissement inc.	5,756	$377K	0.0%	N/A	0.011%
5/6/2026	Bessemer Group Inc.	70,823	$4.64M	0.0%	+20,548.1%	0.136%
5/6/2026	Allspring Global Investments Holdings LLC	133,933	$8.84M	0.0%	-24.9%	0.256%
5/5/2026	Bank of New York Mellon Corp	387,125	$25.34M	0.0%	-4.7%	0.741%
5/5/2026	Illinois Municipal Retirement Fund	28,225	$1.85M	0.0%	-5.2%	0.054%
5/5/2026	Sanctuary Advisors LLC	3,255	$213K	0.0%	N/A	0.006%
5/5/2026	Maryland State Retirement & Pension System	7,764	$508K	0.0%	-3.5%	0.015%
5/5/2026	Hillsdale Investment Management Inc.	4,620	$302K	0.0%	N/A	0.009%
5/4/2026	Bryn Mawr Trust Advisors LLC	8,663	$567K	0.0%	-50.5%	0.017%
5/4/2026	Principal Financial Group Inc.	427,481	$27.98M	0.0%	+64.0%	0.818%
5/4/2026	Teachers Retirement System of The State of Kentucky	13,571	$889K	0.0%	-5.2%	0.026%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	13,208	$865K	0.0%	-2.4%	0.025%
5/1/2026	Fifth Third Bancorp	28,731	$1.88M	0.0%	+11,821.6%	0.055%
4/30/2026	Hsbc Holdings PLC	23,138	$1.51M	0.0%	+21.8%	0.044%
4/30/2026	First Horizon Corp	611	$40K	0.0%	-25.2%	0.001%
4/30/2026	Oregon Public Employees Retirement Fund	12,203	$799K	0.0%	-2.4%	0.023%
4/28/2026	Corbyn Investment Management Inc. MD	20,838	$1.36M	0.5%	-36.1%	0.040%
4/28/2026	DGS Capital Management LLC	7,156	$468K	0.1%	+19.6%	0.014%
4/27/2026	Counterpoint Mutual Funds LLC	4,754	$311K	0.0%	-7.3%	0.009%
4/27/2026	New York State Teachers Retirement System	33,587	$2.20M	0.0%	+12.5%	0.064%
4/27/2026	Y Intercept Hong Kong Ltd	4,296	$281K	0.0%	-89.7%	0.008%
4/25/2026	Pzena Investment Management LLC	878,588	$57.51M	0.2%	+0.2%	1.681%
4/24/2026	Root Financial Partners LLC	431	$28K	0.0%	+92.4%	0.001%
4/23/2026	Sippican Capital Advisors	11,089	$726K	0.5%	+4.2%	0.021%
4/22/2026	Janney Montgomery Scott LLC	13,828	$905K	0.0%	+83.6%	0.026%
4/22/2026	Pictet Asset Management Holding SA	8,945	$586K	0.0%	+11.3%	0.017%
4/22/2026	Sterling Capital Management LLC	1,786	$117K	0.0%	-44.7%	0.003%
4/21/2026	Louisiana State Employees Retirement System	23,700	$1.55M	0.0%	N/A	0.045%
4/16/2026	SG Americas Securities LLC	47,704	$3.12M	0.0%	+55.9%	0.091%
4/16/2026	Allegheny Financial Group	4,963	$325K	0.0%	-3.2%	0.009%
4/16/2026	Vaughan Nelson Investment Management L.P.	524,180	$34.31M	0.3%	N/A	1.003%
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3/20/2026	Hsbc Holdings PLC	18,993	$1.05M	0.0%	N/A	0.036%
3/3/2026	Caitong International Asset Management Co. Ltd	1,924	$106K	0.0%	N/A	0.004%
2/24/2026	DGS Capital Management LLC	5,981	$330K	0.1%	N/A	0.011%
2/23/2026	Virtu Financial LLC	4,283	$237K	0.0%	N/A	0.008%
2/19/2026	T. Rowe Price Investment Management Inc.	933,944	$51.59M	0.0%	-24.8%	1.708%
2/19/2026	Invesco Ltd.	1,066,591	$58.92M	0.0%	+6.1%	1.951%
2/18/2026	Mercer Global Advisors Inc. ADV	5,123	$283K	0.0%	+18.5%	0.009%
2/18/2026	State of Tennessee Department of Treasury	22,990	$1.27M	0.0%	-10.1%	0.042%
2/18/2026	NewEdge Advisors LLC	606	$33K	0.0%	N/A	0.001%
2/18/2026	Empowered Funds LLC	1,802	$100K	0.0%	N/A	0.003%

WSFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 288 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 231 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 15,097,582 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 114 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 4,201,100 shares in the last 24 months. This volume of shares sold represents approximately $234.09M in transactions.

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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 8/22/2026. New 13F filings are added each quarter as they're published.

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WSFS Financial (WSFS) Institutional Ownership

WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

WSFS Institutional Ownership - Frequently Asked Questions

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WSFS Financial (WSFS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for WSFS Financial (NASDAQ:WSFS)

WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

WSFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSFS shares?

What percentage of WSFS Financial's stock is owned by institutional investors?

Which institutional investors have been buying WSFS Financial's stock?

How much institutional buying is happening at WSFS Financial?

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

How much institutional selling is happening at WSFS Financial?

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