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WSFS Financial (WSFS) Institutional Ownership

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$53.44 +0.12 (+0.23%)
As of 02:26 PM Eastern
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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)
111
Total
Institutional Inflows
(last 12 months)
$262.91M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$132.78M
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WSFS Institutional Buying and Selling by Quarter

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WSFS Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP200,932$10.68M0.0%-6.9%0.343%
3/18/2025 California State Teachers Retirement System55,422$2.95M0.0%-2.4%0.095%
2/20/2025 Forum Financial Management LP5,659$301K0.0%-6.4%0.010%
2/19/2025 North Star Asset Management Inc.4,828$257K0.0%-10.3%0.008%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC133,936$7.12M0.0%+5.1%0.227%
2/17/2025 Voloridge Investment Management LLC40,308$2.14M0.0%+4.2%0.068%
2/17/2025 Rafferty Asset Management LLC51,681$2.75M0.0%-5.7%0.088%
2/17/2025 ProShare Advisors LLC17,816$947K0.0%-27.8%0.030%
2/17/2025 Millennium Management LLC22,009$1.17M0.0%-64.6%0.037%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,659$1.79M0.0%+3.9%0.057%
2/17/2025 Graham Capital Management L.P.19,448$1.03M0.0%N/A0.033%
2/17/2025 Frontier Capital Management Co. LLC718,978$38.20M0.4%+7.3%1.221%
2/17/2025 Deutsche Bank AG51,747$2.75M0.0%+49.6%0.088%
2/17/2025 Brown Advisory Inc.827,034$43.94M0.1%-2.2%1.404%
2/17/2025 Bank of America Corp DE966,853$51.37M0.0%-3.7%1.642%
2/17/2025 BNP Paribas Financial Markets12,557$667K0.0%-47.5%0.021%
2/17/2025 Ameriprise Financial Inc.139,222$7.40M0.0%-9.7%0.236%
2/17/2025 Aristotle Capital Boston LLC59,543$3.16M0.1%-6.2%0.101%
2/14/2025 Mercer Global Advisors Inc. ADV4,370$232K0.0%N/A0.007%
2/14/2025 Jane Street Group LLC17,301$919K0.0%-84.8%0.029%
2/14/2025 Comerica Bank53,964$2.87M0.0%+16.2%0.092%
2/14/2025 Lido Advisors LLC6,389$339K0.0%+35.2%0.011%
2/14/2025 Northern Trust Corp809,334$43M0.0%+1.2%1.374%
2/14/2025 The Manufacturers Life Insurance Company 592,736$31.49M0.0%-1.3%1.006%
2/14/2025 Earnest Partners LLC304,290$16.17M0.1%+1.4%0.517%
2/14/2025 Two Sigma Securities LLC8,111$431K0.1%-5.0%0.014%
2/14/2025 Lord Abbett & CO. LLC125,739$6.68M0.0%-0.9%0.213%
2/14/2025 Voya Investment Management LLC32,949$1.75M0.0%-14.5%0.056%
2/14/2025 T. Rowe Price Investment Management Inc.2,313,175$122.90M0.1%+0.9%3.927%
2/14/2025 Price T Rowe Associates Inc. MD51,867$2.76M0.0%-33.6%0.088%
2/14/2025 Hsbc Holdings PLC24,153$1.28M0.0%+222.8%0.041%
2/14/2025 Stifel Financial Corp17,880$950K0.0%+3.1%0.030%
2/14/2025 State of Tennessee Department of Treasury25,536$1.36M0.0%+60.9%0.043%
2/14/2025 Tower Research Capital LLC TRC 2,918$155K0.0%-62.2%0.005%
2/14/2025 MetLife Investment Management LLC35,647$1.89M0.0%+7.6%0.061%
2/14/2025 Dimensional Fund Advisors LP3,902,510$207.34M0.0%0.0%6.626%
2/14/2025 First Trust Advisors LP114,233$6.07M0.0%+18.7%0.194%
2/14/2025 Forum Financial Management LP5,659$301K0.0%-6.4%0.010%
2/13/2025 CANADA LIFE ASSURANCE Co65,676$3.49M0.0%-2.6%0.112%
2/13/2025 Champlain Investment Partners LLC1,234,834$65.61M0.4%-5.0%2.096%
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2/13/2025 Keeley Teton Advisors LLC16,099$855K0.1%-47.5%0.027%
2/13/2025 XTX Topco Ltd4,282$228K0.0%N/A0.007%
2/13/2025 Mariner LLC4,457$237K0.0%+5.1%0.008%
2/13/2025 Barclays PLC123,166$6.54M0.0%+2.3%0.209%
2/13/2025 Sterling Capital Management LLC1,863$99K0.0%+804.4%0.003%
2/13/2025 Raymond James Financial Inc.341,943$18.17M0.0%N/A0.581%
2/13/2025 Renaissance Technologies LLC158,926$8.44M0.0%-1.9%0.270%
2/13/2025 Legal & General Group Plc165,075$8.77M0.0%-3.1%0.280%
2/13/2025 Invesco Ltd.954,195$50.70M0.0%-0.7%1.620%
2/13/2025 Bank of Montreal Can6,959$370K0.0%+11.5%0.012%
2/13/2025 Envestnet Asset Management Inc.178,962$9.51M0.0%+0.4%0.304%
2/13/2025 Wells Fargo & Company MN229,796$12.21M0.0%+1.3%0.390%
2/12/2025 Geode Capital Management LLC1,407,117$74.78M0.0%-1.1%2.389%
2/12/2025 Franklin Resources Inc.2,545,695$135.25M0.0%-8.5%4.322%
2/12/2025 Alliancebernstein L.P.790,688$42.01M0.0%-1.0%1.342%
2/12/2025 Wellington Management Group LLP200,932$10.68M0.0%-6.9%0.341%
2/12/2025 Clearbridge Investments LLC227,970$12.11M0.0%-1.0%0.387%
2/12/2025 Brandywine Global Investment Management LLC93,949$4.99M0.0%-4.2%0.160%
2/12/2025 New Age Alpha Advisors LLC2,796$149K0.0%N/A0.005%
2/12/2025 Norges Bank616,887$32.78M0.0%N/A1.047%
2/12/2025 JPMorgan Chase & Co.1,687,824$89.67M0.0%+309.9%2.866%
2/11/2025 Haverford Trust Co9,557$508K0.0%-12.4%0.016%
2/11/2025 Prudential Financial Inc.59,831$3.18M0.0%-32.5%0.102%
2/11/2025 Corebridge Financial Inc.31,476$1.67M0.0%-7.3%0.053%
2/11/2025 Advantage Alpha Capital Partners LP10,647$566K0.1%+12.5%0.018%
2/11/2025 Crowley Wealth Management Inc.600$32K0.0%N/A0.001%
2/11/2025 Vanguard Group Inc.7,001,023$371.96M0.0%-0.3%11.886%
2/11/2025 LPL Financial LLC21,060$1.12M0.0%+1.2%0.036%
2/11/2025 KLP Kapitalforvaltning AS12,630$671K0.0%N/A0.021%
2/11/2025 Sei Investments Co.56,359$2.99M0.0%+58.4%0.096%
2/11/2025 American Century Companies Inc.904,279$48.04M0.0%-0.5%1.535%
2/11/2025 Teacher Retirement System of Texas14,167$753K0.0%-2.1%0.024%
2/11/2025 VSM Wealth Advisory LLC750$40K0.0%N/A0.001%
2/11/2025 Xponance Inc.4,230$225K0.0%N/A0.007%
2/10/2025 Thrivent Financial for Lutherans48,173$2.56M0.0%-6.7%0.082%
2/10/2025 Cibc World Markets Corp5,533$294K0.0%N/A0.009%
2/10/2025 Royce & Associates LP8,732$464K0.0%-88.8%0.015%
2/10/2025 Natixis Advisors LLC13,884$738K0.0%+28.3%0.024%
2/10/2025 Commonwealth Equity Services LLC12,803$680K0.0%-4.0%0.022%
2/10/2025 Swiss National Bank116,540$6.19M0.0%-0.7%0.198%
2/10/2025 Avantax Advisory Services Inc.31,725$1.69M0.0%+1.6%0.054%
2/10/2025 Great Lakes Advisors LLC169,563$9.01M0.1%+179.8%0.288%
2/10/2025 Farther Finance Advisors LLC572$30K0.0%+2,500.0%0.001%
2/7/2025 HighTower Advisors LLC4,762$253K0.0%+6.5%0.008%
2/7/2025 Cooke & Bieler LP782,767$41.59M0.4%+1.5%1.329%
2/7/2025 Pzena Investment Management LLC790,584$42.00M0.1%-3.2%1.342%
2/7/2025 AlphaQuest LLC1,580$84K0.0%N/A0.003%
2/7/2025 PNC Financial Services Group Inc.22,468$1.19M0.0%-2.0%0.038%
2/6/2025 Inceptionr LLC14,404$765K0.2%N/A0.024%
2/6/2025 Raymond James Financial Inc.341,943$18.17M0.0%N/A0.581%
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2/6/2025 Verdence Capital Advisors LLC14,000$744K0.1%-44.0%0.024%
2/6/2025 Victory Capital Management Inc.21,331$1.13M0.0%-42.0%0.036%
2/6/2025 Charles Schwab Investment Management Inc.740,584$39.35M0.0%+2.7%1.257%
2/6/2025 Modera Wealth Management LLC18,259$970K0.0%-44.1%0.031%
2/5/2025 Smartleaf Asset Management LLC3,304$176K0.0%+32.2%0.006%
2/5/2025 Fisher Asset Management LLC267,028$14.19M0.0%+21.4%0.453%
2/4/2025 Illinois Municipal Retirement Fund32,158$1.71M0.0%-5.4%0.055%
2/4/2025 Los Angeles Capital Management LLC5,231$278K0.0%-61.4%0.009%
2/4/2025 Amalgamated Bank17,239$916K0.0%-1.0%0.029%
2/4/2025 Bank of New York Mellon Corp469,449$24.94M0.0%-4.6%0.797%
(Data available from 1/1/2016 forward)

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WSFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSFS shares?

During the previous two years, 216 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were Vanguard Group Inc. ($371.96M), Dimensional Fund Advisors LP ($207.34M), State Street Corp ($154.52M), Franklin Resources Inc. ($135.25M), T. Rowe Price Investment Management Inc. ($122.90M), JPMorgan Chase & Co. ($89.67M), and Macquarie Group Ltd. ($76.18M).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 167 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: Norges Bank ($1.30M), JPMorgan Chase & Co. ($1.28M), Raymond James Financial Inc. ($683.89K), Assenagon Asset Management S.A. ($470.89K), Franklin Resources Inc. ($435.00K), Vanguard Group Inc. ($372.40K), and American Century Companies Inc. ($306.28K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 8,902,406 shares in the last 24 months. This purchase volume represents approximately $417.39M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 126 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: Franklin Resources Inc. ($490.96K), Jennison Associates LLC ($464.86K), Pzena Investment Management LLC ($307.63K), Hsbc Holdings PLC ($243.63K), The Manufacturers Life Insurance Company ($210.52K), Clearbridge Investments LLC ($194.02K), and Brown Advisory Inc. ($161.87K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 4,747,189 shares in the last 24 months. This volume of shares sold represents approximately $214.96M in transactions.


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This page (NASDAQ:WSFS) was last updated on 3/25/2025 by MarketBeat.com Staff
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