WSFS Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 7.88 M | $435.56 M | -0.65% | 14.50% |
| VANGUARD GROUP INC | 01/29/2026 | 5.96 M | $329.04 M | -2.89% | 10.96% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 3.59 M | $198.45 M | -1.24% | 6.61% |
| STATE STREET CORP | 02/13/2026 | 2.89 M | $159.82 M | -4.29% | 5.32% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 2.47 M | $136.21 M | 1.33% | 4.54% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 02/17/2026 | 1.65 M | $91.35 M | 100.00% | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.36 M | $75.27 M | -1.24% | 2.51% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.23 M | $68.02 M | -20.28% | 2.26% |
| INVESCO LTD. | 02/19/2026 | 1.07 M | $58.92 M | 6.06% | 1.96% |
| COOKE & BIELER LP | 02/09/2026 | 1.06 M | $58.33 M | 2.32% | 1.94% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 933.94 K | $51.59 M | -24.81% | 1.72% |
| PZENA INVESTMENT MANAGEMENT LLC | 02/06/2026 | 876.82 K | $48.44 M | -5.56% | 1.61% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 02/17/2026 | 792.50 K | $43.78 M | -0.88% | 1.46% |
| BROWN ADVISORY INC | 02/13/2026 | 788.58 K | $43.56 M | -5.15% | 1.45% |
| NORGES BANK | 02/10/2026 | 709.50 K | $39.19 M | 100.00% | 1.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 696.55 K | $38.48 M | -1.54% | 1.28% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 678.62 K | $37.49 M | -3.35% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 662.30 K | $36.59 M | -6.48% | 1.22% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 633.97 K | $35.02 M | -11.04% | 1.17% |
| NORTHERN TRUST CORP | 02/17/2026 | 580.56 K | $32.07 M | -6.67% | 1.07% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 579.63 K | $32.02 M | -9.28% | 1.07% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 02/13/2026 | 547.52 K | $30.25 M | -3.24% | 1.01% |
| MORGAN STANLEY | 02/13/2026 | 522.82 K | $28.88 M | 22.40% | 0.96% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 470.19 K | $25.97 M | 71.47% | 0.86% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 413.62 K | $23.02 M | -6.73% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 406.11 K | $22.43 M | -4.72% | 0.75% |
| ABRDN PLC | 01/16/2026 | 383.21 K | $21.17 M | -4.61% | 0.70% |
| BOSTON PARTNERS | 02/13/2026 | 340.77 K | $18.87 M | -2.85% | 0.63% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 260.64 K | $14.40 M | -3.56% | 0.48% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 244.67 K | $13.52 M | 5.15% | 0.45% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 236.14 K | $13.04 M | -38.03% | 0.43% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 227.95 K | $12.59 M | 0.04% | 0.42% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 222.04 K | $12.27 M | 100.00% | 0.41% |
| UBS GROUP AG | 01/29/2026 | 214.75 K | $11.86 M | 31.33% | 0.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 191.64 K | $10.59 M | 7.63% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 189.26 K | $10.45 M | -13.29% | 0.35% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 178.40 K | $9.82 M | 0.77% | 0.33% |
| NUVEEN, LLC | 02/12/2026 | 178.27 K | $9.85 M | -3.40% | 0.33% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 176.63 K | $9.76 M | 98.18% | 0.32% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 172.64 K | $9.54 M | -6.76% | 0.32% |
| EARNEST PARTNERS LLC | 02/12/2026 | 157.66 K | $8.71 M | -6.67% | 0.29% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 155.81 K | $8.61 M | 80.17% | 0.29% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 153.23 K | $8.47 M | 99.76% | 0.28% |
| RHUMBLINE ADVISERS | 02/13/2026 | 151.38 K | $8.36 M | -7.91% | 0.28% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 147.70 K | $8.16 M | -6.87% | 0.27% |
| JANE STREET GROUP, LLC | 02/12/2026 | 147.54 K | $8.15 M | 11.29% | 0.27% |
| LORD, ABBETT & CO. LLC | 02/13/2026 | 142.28 K | $7.86 M | -1.79% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 140.58 K | $7.77 M | -4.66% | 0.26% |
| TUDOR INVESTMENT CORP ET AL | 02/17/2026 | 137.12 K | $7.57 M | 541.31% | 0.25% |
| ROYAL BANK OF CANADA | 02/17/2026 | 130.95 K | $7.23 M | -30.09% | 0.24% |
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WSFS Financial Corp. institutional Ownership - FAQ's
During the previous two years, 443 institutional investors and hedge funds held shares of WSFS Financial Corp.. The most heavily invested institutionals were:
PZENA INVESTMENT MANAGEMENT LLC: 878,588
COOKE & BIELER LP: 789,302
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.: 524,180
PRINCIPAL FINANCIAL GROUP INC: 427,481
abrdn plc: 391,077
Bank of New York Mellon Corp: 387,125
89.38% of WSFS Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 66.76 M shares in the last 24 months. This purchase volume represents approximately $4.19 B in transactions.