WSFS Financial Ownership | Who Owns WSFS Financial?

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WSFS Financial Ownership Summary

WSFS Financial is owned by 88.37% institutional investors, 1.07% insiders, and 10.56% retail investors. Blackrock is the largest institutional shareholder, holding 14.26% of WSFS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.38% of its assets in WSFS Financial shares.

WSFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WSFS Financial	88.37%	1.07%	10.56%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.61M	14.26%	$404.52M
Vanguard group	7.14M	11.84%	$335.80M
Dimensional fund advisors lp	3.90M	6.47%	$183.45M
Franklin resources	3.03M	5.02%	$142.44M
State street	2.94M	4.88%	$138.30M
T. rowe price investment management	2.35M	3.90%	$110.49M
Macquarie group	1.73M	2.87%	$81.40M
Geode capital management	1.42M	2.36%	$66.96M
Champlain investment partners	1.29M	2.13%	$60.40M
Bank of america corp /de/	998.61K	1.65%	$46.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Palisade capital management, lp	809.49K	1.03%	$38.05M
Salzhauer michael	21.31K	0.78%	$1.00M
Siena capital partners gp	43.82K	0.68%	$2.06M
Corbyn investment management inc/md	34.65K	0.67%	$1.63M
Cooke & bieler lp	959.52K	0.43%	$45.10M
Jackson creek investment advisors	24.68K	0.42%	$1.16M
Lountzis asset management	19.00K	0.42%	$893.00K
Champlain investment partners	1.29M	0.37%	$60.40M
Lokken investment group	11.99K	0.27%	$563.45K
Frontier capital management	523.38K	0.24%	$24.60M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	511.99K	0.00%	511.99K
Franklin resources	3.03M	0.04%	211.29K
American century companies	877.47K	0.03%	191.57K
Invesco	915.31K	0.01%	174.52K
Jennison associates	491.77K	0.01%	145.54K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	8.61M	0.01%	-322.63K
Vanguard group	7.14M	0.01%	-193.44K
Nuveen asset management	283.79K	0.00%	-186.90K
Alliancebernstein	876.43K	0.01%	-179.00K
Assenagon asset management	-	-	-123.64K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	511.99K	0.00%	511.99K	$24.06M
Corebridge financial	34.78K	0.01%	34.78K	$1.63M
Avantax advisory services	31.11K	0.01%	31.11K	$1.46M
Mirae asset global etfs	30.91K	0.00%	30.91K	$1.45M
Ascent group	4.27K	0.02%	4.27K	$200.69K

Sold Out

Holder	Change
Tfo-tdc	-2.00
Nelson, van denburg & campbell wealth management group	-13.00
First manhattan co. llc.	-30.00
Stephens consulting	-43.00
Macroview investment management	-186.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	227	-6.20%	53,330,843	-0.01%	88	1.13%	92	-1.08%	91	-7.14%
Mar 31, 2024	242	-0.41%	53,336,838	0.10%	88	1.14%	93	-25.60%	98	27.27%
Dec 31, 2023	243	12.50%	53,282,410	1.75%	88	1.19%	125	37.36%	77	-3.75%
Sep 30, 2023	216	4.85%	52,367,638	-2.25%	85	1.13%	91	8.33%	80	-6.98%
Jun 30, 2023	206	-8.04%	53,571,623	-0.69%	87	1.14%	84	-10.64%	86	4.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.76M	6.38%	-
Vanguard Total Stock Mkt Idx Inv	1.82M	3.09%	-11.26K
Franklin US Small Cap Value Equity	1.78M	3.02%	-200.35K
Franklin Small Cap Value A	1.78M	3.00%	-
Vanguard Small Cap Index	1.49M	2.52%	2.90K
iShares Russell 2000 ETF	1.46M	2.48%	-
T. Rowe Price Small-Cap Value	1.33M	2.25%	-12.05K
Delaware Small Cap Core I	1.25M	2.11%	-7.72K
Vanguard Small Cap Value Index Inv	1.00M	1.71%	-348.00
Champlain Small Company Fund, LLC	919.66K	1.56%	-4.15K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 06, 2024	Hopkins Jamie Patrick	Executive Vice President	Sell	$467.20K
Jul 30, 2024	BACCI ARTHUR J	Executive Vice President	Sell	$156.12K
Jul 30, 2024	BACCI ARTHUR J	Executive Vice President	Sell	$330.37K
Jul 30, 2024	Clark Stephen P	EVP	Sell	$157.08K
Jul 30, 2024	Clark Stephen P	EVP	Sell	$558.57K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	4
2024 Q2	-	1
2024 Q1	-	3
2023 Q4	-	2

WSFS Ownership FAQ

Who Owns WSFS Financial?

WSFS Financial shareholders are primarily institutional investors at 88.37%, followed by 1.07% insiders and 10.56% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 49.57%, which WSFS Financial exceeds.

Who owns the most shares of WSFS Financial?

WSFS Financial’s largest shareholders are Blackrock (8.61M shares, 14.26%), Vanguard group (7.14M shares, 11.84%), and Dimensional fund advisors lp (3.9M shares, 6.47%). Together, they hold 32.57% of WSFS Financial’s total shares outstanding.

Does Blackrock own WSFS Financial?

Yes, BlackRock owns 14.26% of WSFS Financial, totaling 8.61M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 404.52M$. In the last quarter, BlackRock decreased its holdings by -323K shares, a -3.61% change.

Who is WSFS Financial’s biggest shareholder by percentage of total assets invested?

Palisade capital management, lp is WSFS Financial’s biggest shareholder by percentage of total assets invested, with 1.03% of its assets in 809.49K WSFS Financial shares, valued at 38.05M$.

Who is the top mutual fund holder of WSFS Financial shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of WSFS Financial shares, with 6.38% of its total shares outstanding invested in 3.76M WSFS Financial shares.

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