WSFS Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 7.65 M | $500.80 M | -2.97% | 14.07% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.56 M | $233.07 M | -0.89% | 6.55% |
| 05/08/2026 | 3.26 M | $213.26 M | 100.00% | 5.99% | |
| STATE STREET CORP | 05/15/2026 | 2.90 M | $190.01 M | 0.33% | 5.34% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 2.58 M | $168.57 M | 4.44% | 4.74% |
| 05/15/2026 | 2.37 M | $155.01 M | 100.00% | 4.36% | |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 1.54 M | $100.99 M | -6.71% | 2.84% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.36 M | $89.08 M | -0.13% | 2.50% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.10 M | $70.67 M | -10.92% | 2.02% |
| INVESCO LTD. | 05/12/2026 | 944.87 K | $61.85 M | -11.41% | 1.74% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 908.56 K | $59.48 M | -2.72% | 1.67% |
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 878.59 K | $57.51 M | 0.20% | 1.62% |
| COOKE & BIELER LP | 05/04/2026 | 789.30 K | $51.67 M | -25.25% | 1.45% |
| BROWN ADVISORY INC | 05/15/2026 | 744.89 K | $48.76 M | -5.54% | 1.37% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 737.59 K | $48.28 M | 11.37% | 1.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 699.18 K | $45.77 M | 0.38% | 1.29% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 691.36 K | $45.26 M | 1.88% | 1.27% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2026 | 675.50 K | $44.22 M | -14.76% | 1.24% |
| PALISADE CAPITAL MANAGEMENT, LP | 05/15/2026 | 587.25 K | $38.44 M | -7.37% | 1.08% |
| NORTHERN TRUST CORP | 05/14/2026 | 581.21 K | $38.05 M | 0.11% | 1.07% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 530.18 K | $34.71 M | -3.17% | 0.98% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 04/16/2026 | 524.18 K | $34.31 M | 100.00% | 0.96% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 504.37 K | $33.02 M | 7.27% | 0.93% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 495.71 K | $27.38 M | -14.48% | 0.91% |
| MORGAN STANLEY | 05/15/2026 | 430.39 K | $28.17 M | -17.68% | 0.79% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 427.48 K | $27.98 M | 64.01% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 416.74 K | $26.92 M | 0.75% | 0.77% |
| ABRDN PLC | 04/29/2026 | 391.08 K | $25.60 M | 2.05% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 387.13 K | $25.34 M | -4.68% | 0.71% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 349.16 K | $22.86 M | 100.00% | 0.64% |
| NUVEEN, LLC | 04/30/2026 | 273.84 K | $17.93 M | 53.61% | 0.50% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 256.88 K | $16.82 M | 64.87% | 0.47% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 253.20 K | $16.57 M | 142.51% | 0.47% |
| FREESTONE GROVE PARTNERS LP | 05/15/2026 | 251.15 K | $16.44 M | 100.00% | 0.46% |
| UBS GROUP AG | 05/05/2026 | 248.89 K | $16.29 M | 15.90% | 0.46% |
| NEW YORK STATE COMMON RETIREMENT FUND | 05/06/2026 | 231.40 K | $15.15 M | -5.43% | 0.43% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 227.91 K | $14.92 M | -0.02% | 0.42% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 191.63 K | $12.54 M | 29.74% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 191.04 K | $12.51 M | 0.94% | 0.35% |
| SEI INVESTMENTS CO | 05/13/2026 | 174.42 K | $11.42 M | 44.14% | 0.32% |
| JANE STREET GROUP, LLC | 05/12/2026 | 169.12 K | $11.07 M | 14.63% | 0.31% |
| RHUMBLINE ADVISERS | 05/12/2026 | 148.95 K | $9.75 M | -1.60% | 0.27% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 145.38 K | $9.52 M | -15.79% | 0.27% |
| EARNEST PARTNERS LLC | 05/15/2026 | 144.76 K | $9.48 M | -8.18% | 0.27% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 143.55 K | $9.40 M | -25.09% | 0.26% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 139.55 K | $9.14 M | -1.91% | 0.26% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 133.93 K | $8.84 M | -24.93% | 0.25% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 128.83 K | $8.43 M | 466.16% | 0.24% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 123.94 K | $8.11 M | -19.12% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 122.42 K | $8.01 M | -12.92% | 0.23% |
WSFS Financial Corp. institutional Ownership - FAQ's
During the previous two years, 448 institutional investors and hedge funds held shares of WSFS Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 7.65 M
DIMENSIONAL FUND ADVISORS LP: 3.56 M
STATE STREET CORP: 2.9 M
FRANKLIN RESOURCES INC: 2.58 M
MACQUARIE MANAGEMENT HOLDINGS, INC.: 1.54 M
GEODE CAPITAL MANAGEMENT, LLC: 1.36 M
86.59% of WSFS Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 63.99 M shares in the last 24 months. This purchase volume represents approximately $4.01 B in transactions.