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WSFS Financial (WSFS) Institutional Ownership

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$57.59 +0.43 (+0.75%)
Closing price 04:00 PM Eastern
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$57.60 +0.00 (+0.01%)
As of 04:21 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)
122
Total
Institutional Inflows
(last 12 months)
$293.42M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$178.60M
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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
7/16/2025State of Alaska Department of Revenue33,787$1.86M0.0%+4.0%0.060%
7/14/2025 GAMMA Investing LLC1,695$93K0.0%-16.8%0.003%
7/11/2025 Farther Finance Advisors LLC1,250$69K0.0%+618.4%0.002%
7/11/2025 Wedge Capital Management L L P NC38,747$2.13M0.0%-2.4%0.068%
7/11/2025 Diversified Trust Co13,520$744K0.0%+5.9%0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC3,850$227K0.0%N/A0.007%
6/18/2025Voya Investment Management LLC15,959$828K0.0%-51.6%0.028%
5/29/2025Rhumbline Advisers168,512$8.74M0.0%-4.8%0.297%
5/28/2025Strs Ohio6,300$327K0.0%N/A0.011%
5/20/2025Intech Investment Management LLC31,594$1.64M0.0%+21.8%0.056%
5/19/2025Jane Street Group LLC117,472$6.09M0.0%+579.0%0.207%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC114,556$5.94M0.0%-14.5%0.202%
5/16/2025United Services Automobile Association3,942$204K0.0%N/A0.007%
5/16/2025Great Lakes Advisors LLC165,939$8.61M0.1%-2.1%0.292%
5/16/2025Goldman Sachs Group Inc.305,311$15.84M0.0%-43.5%0.538%
5/16/2025Millennium Management LLC72,726$3.77M0.0%+230.4%0.128%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,835$1.81M0.0%+3.5%0.061%
5/16/2025Bridgeway Capital Management LLC95,759$4.97M0.1%-26.8%0.169%
5/16/2025Alliancebernstein L.P.704,315$36.53M0.0%-10.9%1.240%
5/16/2025AQR Capital Management LLC10,347$537K0.0%+102.6%0.018%
5/15/2025Royal Bank of Canada223,052$11.57M0.0%+1.0%0.393%
5/15/2025Graham Capital Management L.P.33,879$1.76M0.0%+74.2%0.060%
5/15/2025The Manufacturers Life Insurance Company 597,649$31M0.0%+0.8%1.053%
5/15/2025Champlain Investment Partners LLC1,215,921$63.07M0.5%-1.5%2.142%
5/15/2025Earnest Partners LLC277,046$14.37M0.1%-9.0%0.488%
5/14/2025Keeley Teton Advisors LLC15,912$825K0.1%-1.2%0.028%
5/14/2025Rafferty Asset Management LLC43,320$2.25M0.0%-16.2%0.076%
5/14/2025Corebridge Financial Inc.30,564$1.59M0.0%-2.9%0.054%
5/14/2025Comerica Bank37,264$1.93M0.0%-30.9%0.066%
5/14/2025MetLife Investment Management LLC33,823$1.75M0.0%-5.1%0.060%
5/14/2025Haverford Trust Co7,000$363K0.0%-26.8%0.012%
5/14/2025Advantage Alpha Capital Partners LP4,173$216K0.1%-60.8%0.007%
5/14/2025T. Rowe Price Investment Management Inc.2,320,766$120.38M0.1%+0.3%4.088%
5/14/2025Hsbc Holdings PLC6,789$351K0.0%-71.9%0.012%
5/13/2025Northern Trust Corp779,920$40.45M0.0%-3.6%1.374%
5/13/2025Raymond James Financial Inc.335,688$17.41M0.0%-1.8%0.591%
5/13/2025American Century Companies Inc.851,215$44.15M0.0%-5.9%1.499%
5/13/2025Brandywine Global Investment Management LLC90,439$4.69M0.0%-3.7%0.159%
5/13/2025Aberdeen Group plc524,841$27.22M0.1%+2.6%0.924%
5/13/2025Dimensional Fund Advisors LP3,788,407$196.50M0.0%-2.9%6.672%
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5/13/2025Lord Abbett & CO. LLC140,177$7.27M0.0%+11.5%0.247%
5/13/2025Boston Partners343,572$17.67M0.0%N/A0.605%
5/13/2025Russell Investments Group Ltd.10,357$537K0.0%+9.0%0.018%
5/13/2025HighTower Advisors LLC5,278$274K0.0%+10.8%0.009%
5/12/2025Public Sector Pension Investment Board186,061$9.65M0.0%+26.8%0.328%
5/12/2025Nuveen LLC233,080$12.09M0.0%N/A0.411%
5/12/2025Invesco Ltd.969,476$50.29M0.0%+1.6%1.708%
5/12/2025Swiss National Bank114,140$5.92M0.0%-2.1%0.201%
5/12/2025Maryland State Retirement & Pension System17,117$888K0.0%-13.8%0.030%
5/9/2025Mutual of America Capital Management LLC8,542$443K0.0%-4.3%0.015%
5/9/2025Deutsche Bank AG66,880$3.47M0.0%+29.2%0.115%
5/9/2025Charles Schwab Investment Management Inc.748,085$38.80M0.0%+1.0%1.290%
5/9/2025Vanguard Group Inc.6,630,107$343.90M0.0%-5.3%11.431%
5/9/2025PNC Financial Services Group Inc.23,133$1.20M0.0%+3.0%0.040%
5/8/2025Natixis Advisors LLC14,088$731K0.0%+1.5%0.024%
5/8/2025XTX Topco Ltd11,190$580K0.0%+161.3%0.019%
5/7/2025Bryce Point Capital LLC16,468$863K0.7%N/A0.028%
5/6/2025Avantax Advisory Services Inc.31,471$1.63M0.0%-0.8%0.054%
5/6/2025KLP Kapitalforvaltning AS11,530$598K0.0%-8.7%0.020%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH63,428$3.29M0.0%N/A0.109%
5/5/2025Private Advisor Group LLC25,820$1.34M0.0%-1.8%0.045%
5/2/2025Pzena Investment Management LLC787,809$40.86M0.1%-0.4%1.358%
5/2/2025Cooke & Bieler LP892,286$46.28M0.5%+14.0%1.538%
5/1/2025CWM LLC701$36K0.0%+72.7%0.001%
5/1/2025Louisiana State Employees Retirement System27,600$1.43M0.0%-3.2%0.048%
5/1/2025New York State Common Retirement Fund231,816$12.02M0.0%-7.3%0.400%
5/1/2025Mutual of America Capital Management LLC8,542$443K0.0%-4.3%0.015%
5/1/2025Arizona State Retirement System16,885$876K0.0%-1.7%0.029%
5/1/2025Xponance Inc.4,439$230K0.0%+4.9%0.008%
4/30/2025Cerity Partners LLC12,735$661K0.0%N/A0.022%
4/30/2025Alps Advisors Inc.6,900$358K0.0%N/A0.012%
4/30/2025Nisa Investment Advisors LLC2,625$136K0.0%-11.3%0.005%
4/30/2025Brown Advisory Inc.807,802$41.90M0.1%-2.3%1.393%
4/29/2025Envestnet Asset Management Inc.180,933$9.39M0.0%+1.1%0.312%
4/29/2025Bank of New York Mellon Corp451,218$23.41M0.0%-3.9%0.778%
4/29/2025Palisade Capital Management LP748,002$38.80M1.1%-3.2%1.290%
4/28/2025Principal Financial Group Inc.324,266$16.82M0.0%+2.2%0.559%
4/28/2025Oregon Public Employees Retirement Fund13,403$695K0.0%-3.6%0.023%
4/28/2025Teacher Retirement System of Texas13,430$697K0.0%-5.2%0.023%
4/28/2025BLB&B Advisors LLC5,610$291K0.0%N/A0.010%
4/25/2025New York State Teachers Retirement System24,340$1.26M0.0%-1.2%0.042%
4/25/2025Amalgamated Bank16,700$866K0.0%-3.1%0.029%
4/25/2025KBC Group NV3,081$160K0.0%+6.8%0.005%
4/24/2025Allspring Global Investments Holdings LLC216,108$11.21M0.0%-5.2%0.373%
4/24/2025Illinois Municipal Retirement Fund31,803$1.65M0.0%-1.1%0.055%
4/21/2025State of Alaska Department of Revenue32,502$1.69M0.0%-2.9%0.056%
4/15/2025Handelsbanken Fonder AB16,105$835K0.0%+17.5%0.028%
4/15/2025SG Americas Securities LLC8,798$456K0.0%N/A0.015%
4/15/2025 GAMMA Investing LLC2,038$106K0.0%+37.0%0.004%
4/14/2025Yousif Capital Management LLC21,661$1.12M0.0%-3.1%0.037%
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4/14/2025 Wedge Capital Management L L P NC39,689$2.06M0.0%-41.3%0.068%
4/8/2025Rhumbline Advisers168,512$8.74M0.0%-4.8%0.291%
4/7/2025 GAMMA Investing LLC105,711$5.48M0.0%+7,004.2%0.182%
4/3/2025 Versant Capital Management Inc532$28K0.0%+90.0%0.001%
3/24/2025Wellington Management Group LLP200,932$10.68M0.0%-6.9%0.343%
3/18/2025California State Teachers Retirement System55,422$2.95M0.0%-2.4%0.095%
2/20/2025Forum Financial Management LP5,659$301K0.0%-6.4%0.010%
2/19/2025North Star Asset Management Inc.4,828$257K0.0%-10.3%0.008%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC133,936$7.12M0.0%+5.1%0.227%
2/17/2025Voloridge Investment Management LLC40,308$2.14M0.0%+4.2%0.068%
(Data available from 1/1/2016 forward)

WSFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WSFS shares?

During the previous two years, 221 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were Vanguard Group Inc. ($343.90M), Dimensional Fund Advisors LP ($196.50M), State Street Corp ($154.52M), Franklin Resources Inc. ($135.25M), T. Rowe Price Investment Management Inc. ($120.38M), JPMorgan Chase & Co. ($89.67M), and Geode Capital Management LLC ($74.78M).Learn more on WSFS Financial's institutional investors.

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

88.49% of WSFS Financial's stock is owned by institutional investors. Learn more on WSFS's institutional investor holdings.

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

Of the 175 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 ($1.30M), JPMorgan Chase & Co. ($1.28M), Raymond James Financial Inc. ($683.89K), Assenagon Asset Management S.A. ($453.27K), Franklin Resources Inc. ($435.00K), Vanguard Group Inc. ($372.40K), and Boston Partners ($343.57K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 5,634,711 shares in the last 24 months. This purchase volume represents approximately $293.42M in transactions.

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

Of the 103 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: Franklin Resources Inc. ($484.95K), Vanguard Group Inc. ($389.58K), Goldman Sachs Group Inc. ($235.06K), Pzena Investment Management LLC ($144.91K), Jennison Associates LLC ($132.56K), Dimensional Fund Advisors LP ($115.61K), and abrdn plc ($109.52K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 3,472,448 shares in the last 24 months. This volume of shares sold represents approximately $178.60M in transactions.


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This page (NASDAQ:WSFS) was last updated on 7/16/2025 by MarketBeat.com Staff
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