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WSFS Financial (WSFS) Institutional Ownership

WSFS Financial logo
$46.37 +0.47 (+1.02%)
As of 04/14/2025 04:00 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)
112
Total
Institutional Inflows
(last 12 months)
$268.19M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$134.64M
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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
4/14/2025Wedge Capital Management L L P NC39,689$2.06M0.0%-41.3%0.068%
4/8/2025 Rhumbline 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%
2/17/2025Rafferty Asset Management LLC51,681$2.75M0.0%-5.7%0.088%
2/17/2025ProShare Advisors LLC17,816$947K0.0%-27.8%0.030%
2/17/2025Millennium Management LLC22,009$1.17M0.0%-64.6%0.037%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.33,659$1.79M0.0%+3.9%0.057%
2/17/2025Graham Capital Management L.P.19,448$1.03M0.0%N/A0.033%
2/17/2025Frontier Capital Management Co. LLC718,978$38.20M0.4%+7.3%1.221%
2/17/2025Deutsche Bank AG51,747$2.75M0.0%+49.6%0.088%
2/17/2025Brown Advisory Inc.827,034$43.94M0.1%-2.2%1.404%
2/17/2025Bank of America Corp DE966,853$51.37M0.0%-3.7%1.642%
2/17/2025BNP Paribas Financial Markets12,557$667K0.0%-47.5%0.021%
2/17/2025Ameriprise Financial Inc.139,222$7.40M0.0%-9.7%0.236%
2/17/2025Aristotle Capital Boston LLC59,543$3.16M0.1%-6.2%0.101%
2/14/2025Mercer Global Advisors Inc. ADV4,370$232K0.0%N/A0.007%
2/14/2025Jane Street Group LLC17,301$919K0.0%-84.8%0.029%
2/14/2025Comerica Bank53,964$2.87M0.0%+16.2%0.092%
2/14/2025Lido Advisors LLC6,389$339K0.0%+35.2%0.011%
2/14/2025Northern Trust Corp809,334$43M0.0%+1.2%1.374%
2/14/2025The Manufacturers Life Insurance Company 592,736$31.49M0.0%-1.3%1.006%
2/14/2025Earnest Partners LLC304,290$16.17M0.1%+1.4%0.517%
2/14/2025Two Sigma Securities LLC8,111$431K0.1%-5.0%0.014%
2/14/2025Lord Abbett & CO. LLC125,739$6.68M0.0%-0.9%0.213%
2/14/2025Voya Investment Management LLC32,949$1.75M0.0%-14.5%0.056%
2/14/2025T. Rowe Price Investment Management Inc.2,313,175$122.90M0.1%+0.9%3.927%
2/14/2025Price T Rowe Associates Inc. MD51,867$2.76M0.0%-33.6%0.088%
2/14/2025Hsbc Holdings PLC24,153$1.28M0.0%+222.8%0.041%
2/14/2025Stifel Financial Corp17,880$950K0.0%+3.1%0.030%
2/14/2025State of Tennessee Department of Treasury25,536$1.36M0.0%+60.9%0.043%
2/14/2025Tower Research Capital LLC TRC 2,918$155K0.0%-62.2%0.005%
2/14/2025MetLife Investment Management LLC35,647$1.89M0.0%+7.6%0.061%
2/14/2025Dimensional Fund Advisors LP3,902,510$207.34M0.0%0.0%6.626%
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2/14/2025First Trust Advisors LP114,233$6.07M0.0%+18.7%0.194%
2/14/2025Forum Financial Management LP5,659$301K0.0%-6.4%0.010%
2/13/2025CANADA LIFE ASSURANCE Co65,676$3.49M0.0%-2.6%0.112%
2/13/2025Champlain Investment Partners LLC1,234,834$65.61M0.4%-5.0%2.096%
2/13/2025Keeley Teton Advisors LLC16,099$855K0.1%-47.5%0.027%
2/13/2025XTX Topco Ltd4,282$228K0.0%N/A0.007%
2/13/2025Mariner LLC4,457$237K0.0%+5.1%0.008%
2/13/2025Barclays PLC123,166$6.54M0.0%+2.3%0.209%
2/13/2025Sterling Capital Management LLC1,863$99K0.0%+804.4%0.003%
2/13/2025Raymond James Financial Inc.341,943$18.17M0.0%N/A0.581%
2/13/2025Renaissance Technologies LLC158,926$8.44M0.0%-1.9%0.270%
2/13/2025Legal & General Group Plc165,075$8.77M0.0%-3.1%0.280%
2/13/2025Invesco Ltd.954,195$50.70M0.0%-0.7%1.620%
2/13/2025Bank of Montreal Can6,959$370K0.0%+11.5%0.012%
2/13/2025Envestnet Asset Management Inc.178,962$9.51M0.0%+0.4%0.304%
2/13/2025Wells Fargo & Company MN229,796$12.21M0.0%+1.3%0.390%
2/12/2025Geode Capital Management LLC1,407,117$74.78M0.0%-1.1%2.389%
2/12/2025Franklin Resources Inc.2,545,695$135.25M0.0%-8.5%4.322%
2/12/2025Alliancebernstein L.P.790,688$42.01M0.0%-1.0%1.342%
2/12/2025Wellington Management Group LLP200,932$10.68M0.0%-6.9%0.341%
2/12/2025Clearbridge Investments LLC227,970$12.11M0.0%-1.0%0.387%
2/12/2025Brandywine Global Investment Management LLC93,949$4.99M0.0%-4.2%0.160%
2/12/2025New Age Alpha Advisors LLC2,796$149K0.0%N/A0.005%
2/12/2025Norges Bank616,887$32.78M0.0%N/A1.047%
2/12/2025JPMorgan Chase & Co.1,687,824$89.67M0.0%+309.9%2.866%
2/11/2025Haverford Trust Co9,557$508K0.0%-12.4%0.016%
2/11/2025Prudential Financial Inc.59,831$3.18M0.0%-32.5%0.102%
2/11/2025Corebridge Financial Inc.31,476$1.67M0.0%-7.3%0.053%
2/11/2025Advantage Alpha Capital Partners LP10,647$566K0.1%+12.5%0.018%
2/11/2025Crowley Wealth Management Inc.600$32K0.0%N/A0.001%
2/11/2025Vanguard Group Inc.7,001,023$371.96M0.0%-0.3%11.886%
2/11/2025LPL Financial LLC21,060$1.12M0.0%+1.2%0.036%
2/11/2025KLP Kapitalforvaltning AS12,630$671K0.0%N/A0.021%
2/11/2025Sei Investments Co.56,359$2.99M0.0%+58.4%0.096%
2/11/2025American Century Companies Inc.904,279$48.04M0.0%-0.5%1.535%
2/11/2025Teacher Retirement System of Texas14,167$753K0.0%-2.1%0.024%
2/11/2025VSM Wealth Advisory LLC750$40K0.0%N/A0.001%
2/11/2025Xponance Inc.4,230$225K0.0%N/A0.007%
2/10/2025Thrivent Financial for Lutherans48,173$2.56M0.0%-6.7%0.082%
2/10/2025Cibc World Markets Corp5,533$294K0.0%N/A0.009%
2/10/2025Royce & Associates LP8,732$464K0.0%-88.8%0.015%
2/10/2025Natixis Advisors LLC13,884$738K0.0%+28.3%0.024%
2/10/2025Commonwealth Equity Services LLC12,803$680K0.0%-4.0%0.022%
2/10/2025Swiss National Bank116,540$6.19M0.0%-0.7%0.198%
2/10/2025Avantax Advisory Services Inc.31,725$1.69M0.0%+1.6%0.054%
2/10/2025Great Lakes Advisors LLC169,563$9.01M0.1%+179.8%0.288%
2/10/2025Farther Finance Advisors LLC572$30K0.0%+2,500.0%0.001%
2/7/2025HighTower Advisors LLC4,762$253K0.0%+6.5%0.008%
2/7/2025Cooke & Bieler LP782,767$41.59M0.4%+1.5%1.329%
2/7/2025Pzena Investment Management LLC790,584$42.00M0.1%-3.2%1.342%
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2/7/2025AlphaQuest LLC1,580$84K0.0%N/A0.003%
2/7/2025PNC Financial Services Group Inc.22,468$1.19M0.0%-2.0%0.038%
2/6/2025Inceptionr LLC14,404$765K0.2%N/A0.024%
2/6/2025Raymond James Financial Inc.341,943$18.17M0.0%N/A0.581%
2/6/2025Verdence Capital Advisors LLC14,000$744K0.1%-44.0%0.024%
2/6/2025Victory Capital Management Inc.21,331$1.13M0.0%-42.0%0.036%
2/6/2025Charles Schwab Investment Management Inc.740,584$39.35M0.0%+2.7%1.257%
2/6/2025Modera Wealth Management LLC18,259$970K0.0%-44.1%0.031%
2/5/2025Smartleaf Asset Management LLC3,304$176K0.0%+32.2%0.006%
2/5/2025Fisher Asset Management LLC267,028$14.19M0.0%+21.4%0.453%
(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 168 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 8,998,674 shares in the last 24 months. This purchase volume represents approximately $422.50M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 125 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 4,758,097 shares in the last 24 months. This volume of shares sold represents approximately $215.90M in transactions.


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This page (NASDAQ:WSFS) was last updated on 4/15/2025 by MarketBeat.com Staff
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