WSFS Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 7.94 M | $427.99 M | -2.69% | 13.96% |
| VANGUARD GROUP INC | 11/07/2025 | 6.13 M | $330.78 M | -3.57% | 10.79% |
| MACQUARIE GROUP LTD | 11/13/2025 | 3.79 M | $206.47 M | 93.35% | 6.67% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 3.64 M | $196.18 M | -0.80% | 6.40% |
| STATE STREET CORP | 11/14/2025 | 3.02 M | $163.02 M | 0.93% | 5.32% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 2.43 M | $131.23 M | -6.80% | 4.28% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.54 M | $83.30 M | 2.21% | 2.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.38 M | $74.41 M | -2.58% | 2.43% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 1.24 M | $66.99 M | -17.42% | 2.18% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2025 | 1.19 M | $64.44 M | -1.18% | 2.10% |
| COOKE & BIELER LP | 10/31/2025 | 1.03 M | $55.65 M | 15.47% | 1.82% |
| INVESCO LTD. | 11/13/2025 | 1.01 M | $54.24 M | 2.06% | 1.77% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/07/2025 | 928.41 K | $50.07 M | 14.45% | 1.63% |
| BROWN ADVISORY INC | 11/14/2025 | 831.39 K | $44.84 M | 9.18% | 1.46% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2025 | 799.56 K | $43.12 M | 4.06% | 1.41% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 712.63 K | $38.43 M | -1.84% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 708.18 K | $38.19 M | -5.08% | 1.25% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 707.44 K | $38.15 M | -0.60% | 1.24% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 702.15 K | $37.87 M | -9.31% | 1.24% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 638.91 K | $34.46 M | -1.62% | 1.12% |
| NORTHERN TRUST CORP | 11/14/2025 | 622.07 K | $33.55 M | -2.06% | 1.09% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 565.84 K | $30.52 M | -2.83% | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 443.47 K | $23.92 M | 0.41% | 0.78% |
| MORGAN STANLEY | 11/14/2025 | 427.14 K | $23.04 M | -1.87% | 0.75% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 426.23 K | $22.99 M | -2.94% | 0.75% |
| ABRDN PLC | 11/07/2025 | 401.73 K | $21.67 M | -8.89% | 0.71% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 381.06 K | $20.55 M | 22.40% | 0.67% |
| BOSTON PARTNERS | 11/13/2025 | 350.76 K | $18.93 M | 0.12% | 0.62% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 274.21 K | $14.79 M | 2.65% | 0.48% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 270.26 K | $14.57 M | -18.02% | 0.48% |
| NEW YORK STATE COMMON RETIREMENT FUND | 11/03/2025 | 232.69 K | $12.55 M | 0.00% | 0.41% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 227.85 K | $12.29 M | -0.90% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 218.28 K | $11.77 M | 12.75% | 0.38% |
| ROYAL BANK OF CANADA | 11/14/2025 | 187.30 K | $10.10 M | -8.03% | 0.33% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 185.15 K | $9.99 M | -4.40% | 0.33% |
| NUVEEN, LLC | 11/12/2025 | 184.55 K | $9.95 M | -4.59% | 0.32% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 178.06 K | $9.60 M | -1.30% | 0.31% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 177.05 K | $9.47 M | -17.61% | 0.31% |
| EARNEST PARTNERS LLC | 11/14/2025 | 168.93 K | $9.11 M | -8.02% | 0.30% |
| RHUMBLINE ADVISERS | 11/06/2025 | 164.38 K | $8.87 M | -2.43% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 163.52 K | $8.82 M | 16.93% | 0.29% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 158.59 K | $8.55 M | 2.24% | 0.28% |
| CITADEL ADVISORS LLC | 11/14/2025 | 153.23 K | $8.26 M | 2,749.27% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 147.45 K | $7.95 M | -5.70% | 0.26% |
| EDGESTREAM PARTNERS, L.P. | 11/12/2025 | 145.50 K | $7.85 M | -9.41% | 0.26% |
| LORD, ABBETT & CO. LLC | 11/13/2025 | 144.87 K | $7.81 M | 0.00% | 0.25% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 137.55 K | $7.42 M | -40.82% | 0.24% |
| JANE STREET GROUP, LLC | 11/14/2025 | 132.57 K | $7.15 M | -16.22% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 126.36 K | $6.81 M | -3.25% | 0.22% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 114.12 K | $6.15 M | -7.17% | 0.20% |
WSFS Financial Corporation institutional Ownership - FAQ's
During the previous two years, 405 institutional investors and hedge funds held shares of WSFS Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 7.94 M
VANGUARD GROUP INC: 6.13 M
MACQUARIE GROUP LTD: 3.79 M
DIMENSIONAL FUND ADVISORS LP: 3.64 M
STATE STREET CORP: 3.02 M
FRANKLIN RESOURCES INC: 2.43 M
91.10% of WSFS Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 67.96 M shares in the last 24 months. This purchase volume represents approximately $3.67 B in transactions.