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WSFS Financial (WSFS) Institutional Ownership

WSFS Financial logo
$69.73 -0.69 (-0.98%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$69.71 -0.02 (-0.03%)
As of 05:59 AM 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)
156
Total
Institutional Inflows
(last 12 months)
$322.22M
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$308.56M
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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
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%
5/8/2026 PNC Financial Services Group Inc.21,545$1.41M0.0%-2.3%0.041%
5/7/2026 Dimensional Fund Advisors LP3,560,556$233.07M0.0%-0.9%6.814%
5/7/2026 Swiss National Bank108,140$7.08M0.0%-1.7%0.207%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.5,756$377K0.0%N/A0.011%
5/6/2026 Bessemer Group Inc.70,823$4.64M0.0%+20,548.1%0.136%
5/6/2026 Allspring Global Investments Holdings LLC133,933$8.84M0.0%-24.9%0.256%
5/5/2026 Bank of New York Mellon Corp387,125$25.34M0.0%-4.7%0.741%
5/5/2026 Illinois Municipal Retirement Fund28,225$1.85M0.0%-5.2%0.054%
5/5/2026 Sanctuary Advisors LLC3,255$213K0.0%N/A0.006%
5/5/2026 Maryland State Retirement & Pension System7,764$508K0.0%-3.5%0.015%
5/5/2026 Hillsdale Investment Management Inc.4,620$302K0.0%N/A0.009%
5/4/2026 Bryn Mawr Trust Advisors LLC8,663$567K0.0%-50.5%0.017%
5/4/2026 Principal Financial Group Inc.427,481$27.98M0.0%+64.0%0.818%
5/4/2026 Teachers Retirement System of The State of Kentucky13,571$889K0.0%-5.2%0.026%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,208$865K0.0%-2.4%0.025%
5/1/2026 Fifth Third Bancorp28,731$1.88M0.0%+11,821.6%0.055%
4/30/2026 Hsbc Holdings PLC23,138$1.51M0.0%+21.8%0.044%
4/30/2026 First Horizon Corp611$40K0.0%-25.2%0.001%
4/30/2026 Oregon Public Employees Retirement Fund12,203$799K0.0%-2.4%0.023%
4/28/2026 Corbyn Investment Management Inc. MD20,838$1.36M0.5%-36.1%0.040%
4/28/2026 DGS Capital Management LLC7,156$468K0.1%+19.6%0.014%
4/27/2026 Counterpoint Mutual Funds LLC4,754$311K0.0%-7.3%0.009%
4/27/2026 New York State Teachers Retirement System33,587$2.20M0.0%+12.5%0.064%
4/27/2026 Y Intercept Hong Kong Ltd4,296$281K0.0%-89.7%0.008%
4/25/2026 Pzena Investment Management LLC878,588$57.51M0.2%+0.2%1.681%
4/24/2026 Root Financial Partners LLC431$28K0.0%+92.4%0.001%
4/23/2026 Sippican Capital Advisors11,089$726K0.5%+4.2%0.021%
4/22/2026 Janney Montgomery Scott LLC13,828$905K0.0%+83.6%0.026%
4/22/2026 Pictet Asset Management Holding SA8,945$586K0.0%+11.3%0.017%
4/22/2026 Sterling Capital Management LLC1,786$117K0.0%-44.7%0.003%
4/21/2026 Louisiana State Employees Retirement System23,700$1.55M0.0%N/A0.045%
4/16/2026 SG Americas Securities LLC47,704$3.12M0.0%+55.9%0.091%
4/16/2026 Allegheny Financial Group4,963$325K0.0%-3.2%0.009%
4/16/2026 Vaughan Nelson Investment Management L.P.524,180$34.31M0.3%N/A1.003%
3/20/2026 Hsbc Holdings PLC18,993$1.05M0.0%N/A0.036%
3/3/2026 Caitong International Asset Management Co. Ltd1,924$106K0.0%N/A0.004%
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2/24/2026 DGS 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%
2/19/2026 Invesco 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%
2/17/2026 Russell 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%
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%
2/13/2026 Kestra Advisory Services LLC4,839$267K0.0%+10.7%0.009%
2/13/2026Parkside Financial Bank & Trust1,598$88K0.0%+11.4%0.003%
2/13/2026The Manufacturers Life Insurance Company 547,522$30.25M0.0%-3.2%1.001%
2/13/2026CANADA LIFE ASSURANCE Co47,311$2.61M0.0%-17.1%0.087%
2/13/2026 Stifel Financial Corp7,324$405K0.0%-7.0%0.013%
2/13/2026Smartleaf Asset Management LLC3,534$197K0.0%+8.3%0.006%
2/13/2026Public Sector Pension Investment Board189,262$10.46M0.0%-13.3%0.346%
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The Kevin Warsh Fed takeover is here. And he's brought a thesis with him that almost nobody is talking about. Warsh believes AI is deflationary. That productivity gains from artificial intelligence are quietly crushing inflation in the background… which gives the Fed cover to cut rates even while the economy is strong. If we're right, the macro environment flips bullish fast. And this asset sits at the intersection of two of the most powerful forces in the market right now.tc pixel

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2/13/2026Rafferty Asset Management LLC47,956$2.65M0.0%-23.4%0.088%
2/13/2026First Trust Advisors LP90,910$5.02M0.0%+3.3%0.166%
2/13/2026Charles Schwab Investment Management Inc.696,551$38.48M0.0%-1.5%1.274%
2/13/2026 Police & Firemen s Retirement System of New Jersey14,845$820K0.0%-7.6%0.027%
2/13/2026State Street Corp2,893,238$159.82M0.0%-4.3%5.291%
2/13/2026Ieq Capital LLC10,825$598K0.0%+149.5%0.020%
2/13/2026 Boston Partners340,772$18.87M0.0%-2.8%0.623%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC116,818$6.45M0.0%+12.9%0.214%
2/13/2026 Wells Fargo & Company MN191,641$10.59M0.0%+7.6%0.350%
2/13/2026Lord Abbett & CO. LLC142,276$7.86M0.0%-1.8%0.260%


WSFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 274 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 213 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 5,651,341 shares in the last 24 months. This purchase volume represents approximately $318.62M 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 Goldman Sachs Group Inc. ($235.06K).

Institutional investors have sold a total of 5,616,717 shares in the last 24 months. This volume of shares sold represents approximately $308.56M in transactions.


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This page (NASDAQ:WSFS) was last updated on 5/14/2026 by MarketBeat.com Staff.
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