WSFS Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 7.52 M | $576.70 M | -1.76% | 14.47% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.57 M | $274.15 M | 0.35% | 6.88% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.31 M | $254.14 M | 1.67% | 6.38% |
| STATE STREET CORP | 09/22/2026 | 3.03 M | $232.70 M | 4.48% | 5.72% |
| FRANKLIN TEMPLETON INC | 08/13/2026 | 2.31 M | $177.26 M | -10.29% | 4.45% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.26 M | $173.09 M | -4.73% | 4.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.57 M | $120.53 M | 15.44% | 3.02% |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 08/14/2026 | 1.17 M | $89.41 M | -24.47% | 2.24% |
| INVESCO LTD. | 08/14/2026 | 1.05 M | $80.74 M | 11.37% | 2.03% |
| PZENA INVESTMENT MANAGEMENT LLC | 08/07/2026 | 888.50 K | $68.17 M | 1.13% | 1.71% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 861.44 K | $66.10 M | -5.19% | 1.66% |
| JPMORGAN CHASE & CO | 08/12/2026 | 828.40 K | $63.72 M | -24.47% | 1.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 735.19 K | $56.41 M | 5.15% | 1.42% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 735.19 K | $56.41 M | 100.00% | 1.42% |
| BROWN ADVISORY INC | 08/14/2026 | 731.58 K | $56.13 M | -1.79% | 1.41% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 715.38 K | $54.89 M | 3.47% | 1.38% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 07/16/2026 | 705.08 K | $54.10 M | 34.51% | 1.36% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 646.08 K | $49.57 M | -12.41% | 1.24% |
| NORGES BANK | 08/12/2026 | 638.92 K | $49.02 M | 100.00% | 1.23% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 612.40 K | $46.99 M | 21.42% | 1.18% |
| NORTHERN TRUST CORP | 08/13/2026 | 607.64 K | $46.62 M | 4.55% | 1.17% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2026 | 535.18 K | $41.06 M | -20.77% | 1.03% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 534.46 K | $41.01 M | 25.03% | 1.03% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 521.62 K | $40.02 M | -1.61% | 0.98% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 504.50 K | $38.71 M | 99.25% | 0.97% |
| MORGAN STANLEY | 08/13/2026 | 433.57 K | $33.27 M | 0.74% | 0.83% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 388.30 K | $29.79 M | -6.83% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 387.35 K | $29.72 M | 0.06% | 0.75% |
| NUVEEN, LLC | 08/11/2026 | 364.95 K | $28.00 M | 33.27% | 0.70% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 351.21 K | $26.95 M | 2,767.68% | 0.68% |
| ABERDEEN GROUP PLC | 07/31/2026 | 349.35 K | $26.81 M | -10.67% | 0.67% |
| FMR LLC | 08/13/2026 | 345.30 K | $26.49 M | 407.64% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 343.78 K | $26.38 M | -1.54% | 0.66% |
| COOKE & BIELER LP | 07/30/2026 | 330.34 K | $25.35 M | -58.15% | 0.64% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 307.79 K | $23.62 M | 111.71% | 0.59% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2026 | 279.63 K | $21.46 M | -52.38% | 0.54% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 267.21 K | $17.49 M | -46.10% | 0.51% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 256.90 K | $19.71 M | 0.01% | 0.49% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 233.30 K | $17.90 M | 0.82% | 0.45% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 227.96 K | $17.49 M | 0.02% | 0.44% |
| CITADEL ADVISORS LLC | 09/02/2026 | 189.95 K | $14.57 M | 73.74% | 0.37% |
| ALGERT GLOBAL LLC | 08/13/2026 | 183.67 K | $14.09 M | 111.51% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 178.78 K | $13.72 M | -6.42% | 0.34% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 168.80 K | $12.95 M | -11.91% | 0.33% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 166.59 K | $12.78 M | 16.05% | 0.32% |
| BRIDGEWATER ASSOCIATES, LP | 08/14/2026 | 158.44 K | $12.16 M | 77.35% | 0.31% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 147.37 K | $11.56 M | 10.03% | 0.28% |
| NATIXIS ADVISORS, LLC | 08/14/2026 | 146.59 K | $11.25 M | 27.31% | 0.28% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 143.42 K | $11.00 M | 11.33% | 0.28% |
| EARNEST PARTNERS LLC | 08/13/2026 | 139.34 K | $10.69 M | -3.74% | 0.27% |
WSFS Financial Corp. institutional Ownership - FAQ's
During the previous two years, 521 institutional investors and hedge funds held shares of WSFS Financial Corp.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 3.57 M
PZENA INVESTMENT MANAGEMENT LLC: 864,585
PRINCIPAL FINANCIAL GROUP INC: 573,779
COOKE & BIELER LP: 313,020
Allspring Global Investments Holdings, LLC: 123,949
Wilmington Savings Fund Society, FSB: 77,466
92.69% of WSFS Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 73.63 M shares in the last 24 months. This purchase volume represents approximately $4.62 B in transactions.