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WSFS Financial (WSFS) Institutional Ownership

WSFS Financial logo
$54.12 +0.68 (+1.27%)
As of 01/17/2025 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)
89
Total
Institutional Inflows
(last 12 months)
$174.43M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$97.33M
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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
1/16/2025Crossmark Global Holdings Inc.3,904$207K0.0%N/A0.007%
1/15/2025 Wedge Capital Management L L P NC67,601$3.59M0.1%-0.7%0.115%
1/14/2025 Assenagon Asset Management S.A.254,616$13.53M0.0%+819.8%0.432%
12/26/2024JPMorgan Chase & Co.411,746$21.00M0.0%-7.9%0.699%
12/19/2024Principal Financial Group Inc.306,339$15.62M0.0%-6.8%0.520%
12/13/2024Lord Abbett & CO. LLC126,882$6.47M0.0%-1.9%0.215%
11/27/2024Franklin Resources Inc.2,782,098$142.78M0.0%-8.2%4.724%
11/25/2024Wilmington Savings Fund Society FSB57,558$2.94M0.1%+18.0%0.098%
11/25/2024Sanctuary Advisors LLC12,879$657K0.0%+100.8%0.022%
11/16/2024Geode Capital Management LLC1,422,616$72.55M0.0%-0.1%2.415%
11/15/2024Barclays PLC120,397$6.14M0.0%+110.8%0.204%
11/15/2024Y Intercept Hong Kong Ltd4,615$235K0.0%N/A0.008%
11/15/2024Jane Street Group LLC114,154$5.82M0.0%+47.9%0.194%
11/15/2024Wellington Management Group LLP215,759$11.00M0.0%-1.1%0.366%
11/15/2024Weiss Asset Management LP18,278$932K0.0%N/A0.031%
11/15/2024State Street Corp3,030,372$154.52M0.0%+3.0%5.145%
11/15/2024Stifel Financial Corp17,334$884K0.0%-2.9%0.029%
11/15/2024Point72 DIFC Ltd4,170$213K0.0%N/A0.007%
11/15/2024HighTower Advisors LLC4,472$229K0.0%-10.2%0.008%
11/15/2024Centiva Capital LP8,649$441K0.0%N/A0.015%
11/15/2024Paloma Partners Management Co7,185$366K0.0%N/A0.012%
11/15/2024Point72 Asia Singapore Pte. Ltd.5,442$278K0.1%N/A0.009%
11/14/2024Edgestream Partners L.P.44,914$2.29M0.1%N/A0.076%
11/14/2024Hantz Financial Services Inc.54,975$2.80M0.0%-3.0%0.093%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC127,468$6.50M0.0%-9.7%0.216%
11/14/2024Public Sector Pension Investment Board125,702$6.41M0.0%-4.9%0.213%
11/14/2024MetLife Investment Management LLC33,144$1.69M0.0%-4.1%0.056%
11/13/2024Glenmede Trust Co. NA9,285$473K0.0%+21.0%0.016%
11/13/2024BNP Paribas Financial Markets23,926$1.22M0.0%+95.1%0.041%
11/13/2024FMR LLC4,283$218K0.0%+5.9%0.007%
11/13/2024Advantage Alpha Capital Partners LP9,465$483K0.1%+18.0%0.016%
11/13/2024The Manufacturers Life Insurance Company600,348$30.61M0.0%-4.0%1.019%
11/13/2024Loomis Sayles & Co. L P150,091$7.65M0.0%-37.5%0.255%
11/13/2024Dynamic Technology Lab Private Ltd15,525$792K0.1%N/A0.026%
11/13/2024Fisher Asset Management LLC220,000$11.22M0.0%+20.1%0.374%
11/12/2024Champlain Investment Partners LLC1,299,998$66.29M0.4%+1.2%2.207%
11/12/2024Citigroup Inc.105,232$5.37M0.0%+17.8%0.179%
11/12/2024Eagle Asset Management Inc.255,452$14.30M0.1%+1.5%0.434%
11/12/2024Charles Schwab Investment Management Inc.720,934$36.76M0.0%-0.2%1.224%
11/9/2024Intech Investment Management LLC15,222$776K0.0%N/A0.026%
11/8/2024Pzena Investment Management LLC816,470$41.63M0.1%-9.2%1.378%
11/8/2024Jennison Associates LLC359,212$18.32M0.0%-27.0%0.606%
11/8/2024PNC Financial Services Group Inc.22,937$1.17M0.0%-2.5%0.039%
11/7/2024Pathstone Holdings LLC32,648$1.67M0.0%+6.1%0.055%
11/7/2024LMR Partners LLP4,645$237K0.0%N/A0.008%
11/7/2024Swiss National Bank117,340$5.98M0.0%-1.0%0.198%
11/7/2024Thrivent Financial for Lutherans51,622$2.63M0.0%-1.9%0.087%
11/6/2024Mutual of America Capital Management LLC8,915$455K0.0%-9.7%0.015%
11/6/2024Mill Creek Capital Advisors LLC14,085$718K0.0%N/A0.024%
11/6/2024Royce & Associates LP78,168$3.99M0.0%+247.4%0.132%
11/6/2024CIBC Asset Management Inc3,969$202K0.0%N/A0.007%
11/5/2024Haverford Trust Co10,907$556K0.0%-18.0%0.018%
11/5/2024Victory Capital Management Inc.36,773$1.88M0.0%+30.6%0.062%
11/4/2024Versor Investments LP9,100$464K0.1%-38.9%0.015%
11/4/2024Lountzis Asset Management LLC17,000$867K0.4%-10.5%0.029%
11/4/2024Los Angeles Capital Management LLC13,560$691K0.0%+73.6%0.023%
11/4/2024State of New Jersey Common Pension Fund D39,706$2.03M0.0%-7.8%0.067%
11/1/2024Verdence Capital Advisors LLC25,000$1.28M0.1%-16.7%0.042%
10/31/2024Principal Financial Group Inc.306,339$15.62M0.0%-6.8%0.517%
10/30/2024Amalgamated Bank17,417$888K0.0%-5.1%0.029%
10/29/2024Lansing Street Advisors4,056$207K0.1%N/A0.007%
10/28/2024Stephens Inc. AR4,101$209K0.0%N/A0.007%
10/25/2024New York State Teachers Retirement System24,740$1.26M0.0%-3.9%0.042%
10/25/2024abrdn plc620,808$31.66M0.1%+1.0%1.047%
10/24/2024State of Alaska Department of Revenue33,823$1.72M0.0%-4.1%0.057%
10/24/2024Modera Wealth Management LLC32,641$1.66M0.0%-6.8%0.055%
10/24/2024Sageworth Trust Co4,181$213K0.0%-70.5%0.007%
10/23/2024Louisiana 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%
10/22/2024Private Advisor Group LLC28,655$1.46M0.0%-0.7%0.048%
10/19/2024Allspring 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%
10/17/2024AlphaMark 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%
10/5/2024Handelsbanken Fonder AB12,305$627K0.0%+9.8%0.020%
10/3/2024SG Americas Securities LLC2,488$127K0.0%N/A0.004%
9/5/2024Sanctuary Advisors LLC6,413$275K0.0%N/A0.011%
8/16/2024Algert Global LLC6,072$285K0.0%N/A0.010%
8/16/2024Ascent Group LLC4,270$201K0.0%N/A0.007%
8/15/2024The Manufacturers Life Insurance Company625,613$29.40M0.0%-10.1%1.041%
8/15/2024Earnest Partners LLC311,226$14.63M0.1%-4.3%0.518%
8/14/2024Squarepoint Ops LLC23,763$1.12M0.0%+265.1%0.040%
8/14/2024Public Sector Pension Investment Board132,202$6.21M0.0%+6.5%0.223%
8/14/2024ProShare Advisors LLC9,294$437K0.0%-23.7%0.016%
8/14/2024Profund Advisors LLC5,273$248K0.0%+9.4%0.009%
8/13/2024Thrivent Financial for Lutherans52,621$2.47M0.0%-5.4%0.089%
8/13/2024Sei Investments Co.48,343$2.27M0.0%+34.1%0.082%
8/13/2024Public Employees Retirement Association of Colorado8,606$404K0.0%-6.9%0.015%
8/12/2024XTX Topco Ltd5,477$257K0.0%N/A0.009%
8/12/2024Hsbc Holdings PLC13,118$615K0.0%-83.3%0.022%
8/12/2024Amalgamated Bank18,348$862K0.0%-2.7%0.031%
8/10/2024Denali Advisors LLC73,100$3.44M0.9%N/A0.123%
8/9/2024Renaissance Technologies LLC208,465$9.80M0.0%-30.1%0.352%
8/9/2024Dimensional Fund Advisors LP3,903,255$183.45M0.0%+2.9%6.586%
8/8/2024Envestnet Asset Management Inc.175,414$8.24M0.0%-0.2%0.296%
8/8/2024American Century Companies Inc.877,467$41.24M0.0%+27.9%1.480%
8/8/2024State of New Jersey Common Pension Fund D43,078$2.03M0.0%-32.4%0.073%
(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, 193 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), Assenagon Asset Management S.A. ($470.89K), Franklin Resources Inc. ($435.00K), Vanguard Group Inc. ($372.40K), American Century Companies Inc. ($306.28K), Jennison Associates LLC ($291.40K), and Comerica Bank ($275.04K).

How much institutional buying is happening at WSFS Financial?

Institutional investors have bought a total of 5,993,972 shares in the last 24 months. This purchase volume represents approximately $261.52M in transactions.

Which WSFS Financial major shareholders have been selling company stock?

Of the 119 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 4,452,516 shares in the last 24 months. This volume of shares sold represents approximately $193.59M in transactions.


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This page (NASDAQ:WSFS) was last updated on 1/18/2025 by MarketBeat.com Staff
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