WSFS Financial (WSFS) Institutional Ownership

$71.35 +0.99 (+1.41%)

Closing price 06/2/2026 04:00 PM Eastern

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Current Institutional Ownership Percentage: 88.49%
Number of Institutional Buyers (last 12 months): 156
Total Institutional Inflows (last 12 months): $320.55M

Number of Institutional Sellers (last 12 months): 124
Total Institutional Outflows (last 12 months): $295.38M

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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
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%
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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%
The 1934 playbook (Ad) In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing. Get the free report now
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%
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%
2/18/2026	XTX Topco Ltd	24,846	$1.37M	0.0%	N/A	0.045%
2/18/2026	Voloridge Investment Management LLC	40,562	$2.24M	0.0%	+57.4%	0.074%
2/18/2026	Wellington Management Group LLP	172,643	$9.54M	0.0%	-6.8%	0.316%
2/18/2026	Tudor Investment Corp ET AL	137,124	$7.58M	0.0%	+541.3%	0.251%
2/18/2026	Twinbeech Capital LP	18,330	$1.01M	0.1%	N/A	0.034%
2/18/2026	Numerai GP LLC	87,147	$4.81M	0.6%	-17.7%	0.159%
2/18/2026	Palisade Capital Management LP	633,974	$35.02M	1.0%	-11.0%	1.159%
2/18/2026	Millennium Management LLC	236,142	$13.04M	0.0%	-38.0%	0.432%
2/18/2026	Man Group plc	18,657	$1.03M	0.0%	N/A	0.034%
2/18/2026	Engineers Gate Manager LP	17,252	$953K	0.0%	-42.9%	0.032%
2/18/2026	Aristotle Capital Boston LLC	28,794	$1.59M	0.1%	-8.1%	0.053%
2/18/2026	Balyasny Asset Management L.P.	44,948	$2.48M	0.0%	+520.8%	0.082%
2/18/2026	Bridgeway Capital Management LLC	69,059	$3.82M	0.1%	-18.5%	0.126%
2/17/2026	AQR Capital Management LLC	155,805	$8.61M	0.0%	+80.2%	0.285%
2/17/2026	Cetera Investment Advisers	19,356	$1.07M	0.0%	-6.0%	0.035%
2/17/2026	Trexquant Investment LP	48,486	$2.68M	0.0%	+18.3%	0.089%
2/17/2026	Price T Rowe Associates Inc. MD	153,234	$8.47M	0.0%	+99.8%	0.280%
2/17/2026	T. Rowe Price Investment Management Inc.	369,532	$20.41M	0.0%	-70.2%	0.676%
2/17/2026	Osaic Holdings Inc.	2,683	$148K	0.0%	-30.6%	0.005%
2/17/2026	Weiss Asset Management LP	4,257	$235K	0.0%	N/A	0.008%
2/17/2026	California State Teachers Retirement System	52,956	$2.93M	0.0%	-3.2%	0.097%
2/17/2026	Russell Investments Group Ltd.	16,964	$937K	0.0%	-3.3%	0.031%
2/17/2026	Crawford Investment Counsel Inc.	113,506	$6.27M	0.1%	+2.7%	0.208%
2/17/2026	Captrust Financial Advisors	4,357	$241K	0.0%	+13.3%	0.008%
2/17/2026	&PARTNERS	10,135	$560K	0.0%	-3.6%	0.019%
2/17/2026	ExodusPoint Capital Management LP	57,013	$3.15M	0.0%	+8.8%	0.104%
2/17/2026	Royal Bank of Canada	130,950	$7.23M	0.0%	-30.1%	0.239%
2/17/2026	Graham Capital Management L.P.	12,593	$696K	0.0%	N/A	0.023%
2/16/2026	Verition Fund Management LLC	14,450	$798K	0.0%	-46.6%	0.026%
2/16/2026	Mariner LLC	11,648	$644K	0.0%	+115.3%	0.021%
2/16/2026	Fieldview Capital Management LLC	11,102	$613K	0.1%	N/A	0.020%
The 1934 playbook (Ad) In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing. Get the free report now
2/16/2026	Healthcare of Ontario Pension Plan Trust Fund	50,012	$2.76M	0.0%	N/A	0.091%
2/16/2026	Entropy Technologies LP	17,395	$961K	0.1%	N/A	0.032%
2/16/2026	Barclays PLC	104,758	$5.79M	0.0%	+24.8%	0.192%
2/16/2026	Brown Advisory Inc.	788,575	$43.56M	0.1%	-5.1%	1.442%
2/13/2026	Kestra Advisory Services LLC	4,839	$267K	0.0%	+10.7%	0.009%
2/13/2026	Parkside Financial Bank & Trust	1,598	$88K	0.0%	+11.4%	0.003%
2/13/2026	The Manufacturers Life Insurance Company	547,522	$30.25M	0.0%	-3.2%	1.001%
2/13/2026	CANADA LIFE ASSURANCE Co	47,311	$2.61M	0.0%	-17.1%	0.087%
2/13/2026	Stifel Financial Corp	7,324	$405K	0.0%	-7.0%	0.013%
2/13/2026	Smartleaf Asset Management LLC	3,534	$197K	0.0%	+8.3%	0.006%

WSFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 276 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 217 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), Cooke & Bieler LP ($284.55K), and Assenagon Asset Management S.A. ($268.12K).

Institutional investors have bought a total of 5,640,426 shares in the last 24 months. This purchase volume represents approximately $320.55M in transactions.

Of the 124 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 5,325,307 shares in the last 24 months. This volume of shares sold represents approximately $295.38M in transactions.

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This page (NASDAQ:WSFS) was last updated on 6/3/2026 by MarketBeat.com Staff.

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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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