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WSFS Financial (WSFS) Institutional Ownership

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$56.45 -1.63 (-2.81%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for WSFS Financial (NASDAQ:WSFS)

Current
Institutional Ownership
Percentage
88.49%
Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$163.01M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$94.79M
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WSFS Institutional Buying and Selling by Quarter

WSFS Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 Lord Abbett & CO. LLC126,882$6.47M0.0%-1.9%0.215%
11/27/2024 Franklin Resources Inc.2,782,098$142.78M0.0%-8.2%4.723%
11/25/2024 Wilmington Savings Fund Society FSB57,558$2.94M0.1%+18.0%0.098%
11/25/2024 Sanctuary Advisors LLC12,879$657K0.0%+100.8%0.022%
11/16/2024 Geode Capital Management LLC1,422,616$72.55M0.0%-0.1%2.415%
11/15/2024 Barclays PLC120,397$6.14M0.0%+110.8%0.204%
11/15/2024 Y Intercept Hong Kong Ltd4,615$235K0.0%N/A0.008%
11/15/2024 Jane Street Group LLC114,154$5.82M0.0%+47.9%0.194%
11/15/2024 Wellington Management Group LLP215,759$11.00M0.0%-1.1%0.366%
11/15/2024 Weiss Asset Management LP18,278$932K0.0%N/A0.031%
11/15/2024 State Street Corp3,030,372$154.52M0.0%+3.0%5.145%
11/15/2024 Stifel Financial Corp17,334$884K0.0%-2.9%0.029%
11/15/2024 Point72 DIFC Ltd4,170$213K0.0%N/A0.007%
11/15/2024 HighTower Advisors LLC4,472$229K0.0%-10.2%0.008%
11/15/2024 Centiva Capital LP8,649$441K0.0%N/A0.015%
11/15/2024 Paloma Partners Management Co7,185$366K0.0%N/A0.012%
11/15/2024 Point72 Asia Singapore Pte. Ltd.5,442$278K0.1%N/A0.009%
11/14/2024 Edgestream Partners L.P.44,914$2.29M0.1%N/A0.076%
11/14/2024 Hantz Financial Services Inc.54,975$2.80M0.0%-3.0%0.093%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC127,468$6.50M0.0%-9.7%0.216%
11/14/2024 Public Sector Pension Investment Board125,702$6.41M0.0%-4.9%0.213%
11/14/2024 MetLife Investment Management LLC33,144$1.69M0.0%-4.1%0.056%
11/13/2024 Glenmede Trust Co. NA9,285$473K0.0%+21.0%0.016%
11/13/2024 BNP Paribas Financial Markets23,926$1.22M0.0%+95.1%0.041%
11/13/2024 FMR LLC4,283$218K0.0%+5.9%0.007%
11/13/2024 Advantage Alpha Capital Partners LP9,465$483K0.1%+18.0%0.016%
11/13/2024 The Manufacturers Life Insurance Company600,348$30.61M0.0%-4.0%1.019%
11/13/2024 Loomis Sayles & Co. L P150,091$7.65M0.0%-37.5%0.255%
11/13/2024 Dynamic Technology Lab Private Ltd15,525$792K0.1%N/A0.026%
11/13/2024Fisher Asset Management LLC220,000$11.22M0.0%+20.1%0.374%
11/12/2024 Champlain Investment Partners LLC1,299,998$66.29M0.4%+1.2%2.207%
11/12/2024 Citigroup Inc.105,232$5.37M0.0%+17.8%0.179%
11/12/2024 Eagle Asset Management Inc.255,452$14.30M0.1%+1.5%0.434%
11/12/2024 Charles Schwab Investment Management Inc.720,934$36.76M0.0%-0.2%1.224%
11/9/2024 Intech Investment Management LLC15,222$776K0.0%N/A0.026%
11/8/2024 Pzena Investment Management LLC816,470$41.63M0.1%-9.2%1.378%
11/8/2024 Jennison Associates LLC359,212$18.32M0.0%-27.0%0.606%
11/8/2024 PNC Financial Services Group Inc.22,937$1.17M0.0%-2.5%0.039%
11/7/2024 Pathstone Holdings LLC32,648$1.67M0.0%+6.1%0.055%
11/7/2024 LMR Partners LLP4,645$237K0.0%N/A0.008%
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11/7/2024 Swiss National Bank117,340$5.98M0.0%-1.0%0.198%
11/7/2024 Thrivent Financial for Lutherans51,622$2.63M0.0%-1.9%0.087%
11/6/2024 Mutual of America Capital Management LLC8,915$455K0.0%-9.7%0.015%
11/6/2024 Mill Creek Capital Advisors LLC14,085$718K0.0%N/A0.024%
11/6/2024 Royce & Associates LP78,168$3.99M0.0%+247.4%0.132%
11/6/2024 CIBC Asset Management Inc3,969$202K0.0%N/A0.007%
11/5/2024 Haverford Trust Co10,907$556K0.0%-18.0%0.018%
11/5/2024 Victory Capital Management Inc.36,773$1.88M0.0%+30.6%0.062%
11/4/2024 Versor Investments LP9,100$464K0.1%-38.9%0.015%
11/4/2024 Lountzis Asset Management LLC17,000$867K0.4%-10.5%0.029%
11/4/2024 Los Angeles Capital Management LLC13,560$691K0.0%+73.6%0.023%
11/4/2024 State of New Jersey Common Pension Fund D39,706$2.03M0.0%-7.8%0.067%
11/1/2024 Verdence Capital Advisors LLC25,000$1.28M0.1%-16.7%0.042%
10/31/2024 Principal Financial Group Inc.306,339$15.62M0.0%-6.8%0.517%
10/30/2024 Amalgamated Bank17,417$888K0.0%-5.1%0.029%
10/29/2024 Lansing Street Advisors4,056$207K0.1%N/A0.007%
10/28/2024 Stephens Inc. AR4,101$209K0.0%N/A0.007%
10/25/2024 New York State Teachers Retirement System24,740$1.26M0.0%-3.9%0.042%
10/25/2024 abrdn plc620,808$31.66M0.1%+1.0%1.047%
10/24/2024 State of Alaska Department of Revenue33,823$1.72M0.0%-4.1%0.057%
10/24/2024 Modera Wealth Management LLC32,641$1.66M0.0%-6.8%0.055%
10/24/2024 Sageworth Trust Co4,181$213K0.0%-70.5%0.007%
10/23/2024 Louisiana State Employees Retirement System28,700$1.46M0.0%-5.0%0.048%
10/23/2024 Assenagon Asset Management S.A.27,683$1.41M0.0%N/A0.047%
10/22/2024 International Assets Investment Management LLC918$47K0.0%+5,000.0%0.002%
10/22/2024 Private Advisor Group LLC28,655$1.46M0.0%-0.7%0.048%
10/19/2024 Allspring Global Investments Holdings LLC205,936$10.50M0.0%-2.5%0.347%
10/18/2024Raymond James & Associates84,878$4.33M0.0%-22.5%0.143%
10/17/2024 AlphaMark Advisors LLC6,470$330K0.1%-7.7%0.011%
10/11/2024 Wedge Capital Management L L P NC68,107$3.47M0.1%-17.3%0.113%
10/7/2024 Diversified Trust Co12,807$653K0.0%+12.5%0.021%
10/7/2024 GAMMA Investing LLC1,451$74K0.0%+41.8%0.002%
10/5/2024 Handelsbanken Fonder AB12,305$627K0.0%+9.8%0.020%
10/3/2024 SG Americas Securities LLC2,488$127K0.0%N/A0.004%
9/5/2024 Sanctuary Advisors LLC6,413$275K0.0%N/A0.011%
8/16/2024 Algert Global LLC6,072$285K0.0%N/A0.010%
8/16/2024 Ascent Group LLC4,270$201K0.0%N/A0.007%
8/15/2024 The Manufacturers Life Insurance Company625,613$29.40M0.0%-10.1%1.041%
8/15/2024 Earnest Partners LLC311,226$14.63M0.1%-4.3%0.518%
8/14/2024 Squarepoint Ops LLC23,763$1.12M0.0%+265.1%0.040%
8/14/2024 Public Sector Pension Investment Board132,202$6.21M0.0%+6.5%0.223%
8/14/2024 ProShare Advisors LLC9,294$437K0.0%-23.7%0.016%
8/14/2024 Profund Advisors LLC5,273$248K0.0%+9.4%0.009%
8/13/2024 Thrivent Financial for Lutherans52,621$2.47M0.0%-5.4%0.089%
8/13/2024 Sei Investments Co.48,343$2.27M0.0%+34.1%0.082%
8/13/2024 Public Employees Retirement Association of Colorado8,606$404K0.0%-6.9%0.015%
8/12/2024 XTX Topco Ltd5,477$257K0.0%N/A0.009%
8/12/2024 Hsbc Holdings PLC13,118$615K0.0%-83.3%0.022%
8/12/2024 Amalgamated Bank18,348$862K0.0%-2.7%0.031%
8/10/2024 Denali Advisors LLC73,100$3.44M0.9%N/A0.123%
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8/9/2024 Renaissance Technologies LLC208,465$9.80M0.0%-30.1%0.352%
8/9/2024 Dimensional Fund Advisors LP3,903,255$183.45M0.0%+2.9%6.586%
8/8/2024 Envestnet Asset Management Inc.175,414$8.24M0.0%-0.2%0.296%
8/8/2024 American Century Companies Inc.877,467$41.24M0.0%+27.9%1.480%
8/8/2024 State of New Jersey Common Pension Fund D43,078$2.03M0.0%-32.4%0.073%
8/7/2024 Texas Permanent School Fund Corp49,289$2.32M0.0%-7.0%0.082%
8/6/2024 Corbyn Investment Management Inc. MD34,651$1.63M0.7%-1.2%0.058%
8/6/2024 Great Lakes Advisors LLC60,595$2.85M0.0%+7.0%0.101%
8/6/2024 North Star Asset Management Inc.7,251$341K0.0%-40.3%0.012%
8/5/2024 Victory Capital Management Inc.28,156$1.32M0.0%+3.9%0.047%
(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, 192 institutional investors and hedge funds held shares of WSFS Financial. The most heavily invested institutionals were Vanguard Group Inc. ($331.25M), Dimensional Fund Advisors LP ($183.45M), State Street Corp ($154.52M), Franklin Resources Inc. ($142.78M), Macquarie Group Ltd. ($76.18M), Geode Capital Management LLC ($72.55M), and Champlain Investment Partners LLC ($66.29M).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 142 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 ($682.98K), Franklin Resources Inc. ($435.00K), Vanguard Group Inc. ($372.40K), American Century Companies Inc. ($306.28K), Jennison Associates LLC ($291.40K), Comerica Bank ($275.04K), and Assenagon Asset Management S.A. ($243.96K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 5,764,835 shares in the last 24 months. This purchase volume represents approximately $249.33M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 118 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: Jennison Associates LLC ($723.07K), Pzena Investment Management LLC ($320.51K), Franklin Resources Inc. ($261.22K), Cooke & Bieler LP ($245.86K), Hsbc Holdings PLC ($243.63K), The Manufacturers Life Insurance Company ($239.52K), and Clearbridge Investments LLC ($193.86K).

How much institutional selling is happening at WSFS Financial?

Institutional investors have sold a total of 4,409,875 shares in the last 24 months. This volume of shares sold represents approximately $191.33M in transactions.



This page (NASDAQ:WSFS) was last updated on 12/18/2024 by MarketBeat.com Staff
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