WSFS Financial Ownership 2024 | Who Owns WSFS Financial Now?
Institutional Ownership
24.10%
Insider Ownership
1.08%
Retail Ownership
74.82%
Institutional Holders
114.00
WSFS Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.26% | 0.01% | 8,606,882 | -322,626 | -3.61% | 404,523,460 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.84% | 0.01% | 7,144,761 | -193,439 | -2.64% | 335,803,767 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.47% | 0.05% | 3,903,255 | 110,279 | 2.91% | 183,450,256 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 5.02% | 0.04% | 3,030,644 | 211,286 | 7.49% | 142,440,268 | Jun 30, 2024 |
| STATE STREET CORP | 4.88% | 0.01% | 2,942,591 | 8,178 | 0.28% | 138,301,777,000 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.90% | 0.07% | 2,350,869 | -21,136 | -0.89% | 110,491,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 2.87% | 0.09% | 1,731,857 | 7,368 | 0.43% | 81,404,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.01% | 1,424,463 | 35,366 | 2.55% | 66,962,475 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.13% | 0.37% | 1,285,206 | -8,075 | -0.62% | 60,404,682 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.65% | 0.00% | 998,608 | 78,740 | 8.56% | 46,934,581 | Jun 30, 2024 |
| COOKE & BIELER LP | 1.59% | 0.43% | 959,524 | -35,325 | -3.55% | 45,097,628 | Jun 30, 2024 |
| INVESCO LTD. | 1.52% | 0.01% | 915,308 | 174,522 | 23.56% | 43,019,476 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.49% | 0.15% | 899,659 | -33,062 | -3.54% | 42,283,973 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.45% | 0.03% | 877,467 | 191,566 | 27.93% | 41,240,949 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.45% | 0.01% | 876,426 | -178,997 | -16.96% | 41,192,022 | Jun 30, 2024 |
| BROWN ADVISORY INC | 1.38% | 0.05% | 831,813 | 5,942 | 0.72% | 39,095,228 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.36% | 0.01% | 821,191 | -4,793 | -0.58% | 38,595,977,000 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 1.34% | 1.03% | 809,486 | -14,011 | -1.70% | 38,045,823 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.20% | 0.01% | 722,092 | 45,682 | 6.75% | 33,938,324 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.04% | 0.03% | 625,613 | -70,115 | -10.08% | 29,403,811 | Jun 30, 2024 |
WSFS Financial's largest institutional shareholder is BLACKROCK INC., holding 14.26% of the company's total share outstanding, currently valued at $404.52M. The top 10 institutional shareholders own together 55.37% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PALISADE CAPITAL MANAGEMENT, LP | 1.34% | 1.03% | 809,486 | -14,011 | -1.70% | 38,045,823 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.12% | 0.94% | 73,100 | 73,100 | 100.00% | 3,435,700 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.04% | 0.78% | 21,309 | - | - | 1,001,523 | Jun 30, 2024 |
| SIENA CAPITAL PARTNERS GP, LLC | 0.07% | 0.68% | 43,819 | - | - | 2,059,493 | Jun 30, 2024 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 0.06% | 0.67% | 34,651 | -409 | -1.17% | 1,628,597 | Jun 30, 2024 |
| COOKE & BIELER LP | 1.59% | 0.43% | 959,524 | -35,325 | -3.55% | 45,097,628 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.04% | 0.42% | 24,678 | -40 | -0.16% | 1,160,000 | Jun 30, 2024 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 0.03% | 0.42% | 19,000 | - | - | 893,000 | Jun 30, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.13% | 0.37% | 1,285,206 | -8,075 | -0.62% | 60,404,682 | Jun 30, 2024 |
| LOKKEN INVESTMENT GROUP LLC | 0.02% | 0.27% | 11,988 | 109 | 0.92% | 563,447 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.87% | 0.24% | 523,378 | 20,081 | 3.99% | 24,598,766 | Jun 30, 2024 |
| AXS INVESTMENTS LLC | 0.03% | 0.24% | 18,294 | 14,009 | 326.93% | 859,818 | Jun 30, 2024 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 0.02% | 0.23% | 9,270 | - | - | 435,690 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.05% | 0.18% | 30,642 | -793 | -2.52% | 1,440,174 | Jun 30, 2024 |
| MARSHALL FINANCIAL GROUP INC /ADV | 0.02% | 0.18% | 12,075 | - | - | 567,525 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.25% | 0.17% | 150,559 | -14,000 | -8.51% | 7,076,273 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.01% | 0.16% | 4,547 | -3,936 | -46.40% | 213,709 | Jun 30, 2024 |
| UNIVEST FINANCIAL CORP | 0.02% | 0.16% | 11,886 | - | - | 558,642 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.49% | 0.15% | 899,659 | -33,062 | -3.54% | 42,283,973 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 0.14% | 0.13% | 82,141 | -20,878 | -20.27% | 3,860,624 | Jun 30, 2024 |
The largest WSFS Financial shareholder by % of total assets is PALISADE CAPITAL MANAGEMENT, LP. The company owns 809.49K shares of WSFS Financial (WSFS), representing 1.03% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.85% | 0.00% | 511,990 | 511,990 | 100.00% | 24,063,530 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 5.02% | 0.04% | 3,030,644 | 211,286 | 7.49% | 142,440,268 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.45% | 0.03% | 877,467 | 191,566 | 27.93% | 41,240,949 | Jun 30, 2024 |
| INVESCO LTD. | 1.52% | 0.01% | 915,308 | 174,522 | 23.56% | 43,019,476 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 0.81% | 0.01% | 491,771 | 145,544 | 42.04% | 23,113,237 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.47% | 0.05% | 3,903,255 | 110,279 | 2.91% | 183,450,256 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.65% | 0.00% | 998,608 | 78,740 | 8.56% | 46,934,581 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.12% | 0.94% | 73,100 | 73,100 | 100.00% | 3,435,700 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.23% | 0.00% | 141,104 | 63,468 | 81.75% | 6,631,888 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.20% | 0.01% | 722,092 | 45,682 | 6.75% | 33,938,324 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.46% | 0.00% | 279,883 | 44,028 | 18.67% | 13,154,500 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.12% | 0.01% | 74,349 | 37,479 | 101.65% | 3,494,403 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.36% | 0.01% | 1,424,463 | 35,366 | 2.55% | 66,962,475 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 34,780 | 34,780 | 100.00% | 1,634,660 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.05% | 0.01% | 31,108 | 31,108 | 100.00% | 1,462,062 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 30,913 | 30,913 | 100.00% | 1,452,911 | Jun 30, 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND | 0.45% | 0.02% | 270,465 | 21,005 | 8.42% | 12,712,000 | Jun 30, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.87% | 0.24% | 523,378 | 20,081 | 3.99% | 24,598,766 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.02% | 23,120 | 19,866 | 610.51% | 1,086,640 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.36% | 0.00% | 218,105 | 19,503 | 9.82% | 10,250,935 | Jun 30, 2024 |
As of Jun 30 2024, WSFS Financial's largest institutional buyer is NORGES BANK. The company purchased 511.99K stocks of WSFS, valued at $24.06M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.26% | 0.01% | 8,606,882 | -322,626 | -3.61% | 404,523,460 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.84% | 0.01% | 7,144,761 | -193,439 | -2.64% | 335,803,767 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.47% | 0.00% | 283,791 | -186,897 | -39.71% | 13,338,177 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.45% | 0.01% | 876,426 | -178,997 | -16.96% | 41,192,022 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -123,639 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.35% | 0.02% | 208,465 | -89,961 | -30.15% | 9,797,855 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.04% | 0.03% | 625,613 | -70,115 | -10.08% | 29,403,811 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.02% | 0.00% | 13,118 | -65,483 | -83.31% | 614,972 | Jun 30, 2024 |
| MORGAN STANLEY | 0.67% | 0.00% | 406,226 | -50,468 | -11.05% | 19,092,665 | Jun 30, 2024 |
| BARCLAYS PLC | 0.09% | 0.00% | 57,113 | -40,998 | -41.79% | 2,684,000 | Jun 30, 2024 |
| COOKE & BIELER LP | 1.59% | 0.43% | 959,524 | -35,325 | -3.55% | 45,097,628 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.49% | 0.15% | 899,659 | -33,062 | -3.54% | 42,283,973 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,589 | -100.00% | - | Jun 30, 2024 |
| MODERA WEALTH MANAGEMENT, LLC | 0.06% | 0.02% | 35,041 | -30,695 | -46.69% | 1,646,927 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -27,754 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -27,342 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 6,002 | -27,123 | -81.88% | 282,094 | Jun 30, 2024 |
| ABRDN PLC | 1.02% | 0.06% | 614,428 | -25,602 | -4.00% | 28,878,116 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.35% | 0.02% | 211,294 | -24,659 | -10.45% | 9,930,818 | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -22,401 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, WSFS Financial's biggest institutional seller is BLACKROCK INC.. The company sold -0.32M shares of WSFS, valued at $404.52M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.85% | 0.00% | 511,990 | 511,990 | 100.00% | 24,063,530 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.12% | 0.94% | 73,100 | 73,100 | 100.00% | 3,435,700 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 34,780 | 34,780 | 100.00% | 1,634,660 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.05% | 0.01% | 31,108 | 31,108 | 100.00% | 1,462,062 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 30,913 | 30,913 | 100.00% | 1,452,911 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 6,072 | 6,072 | 100.00% | 285,000 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.02% | 5,477 | 5,477 | 100.00% | 257,419 | Jun 30, 2024 |
| ASCENT GROUP, LLC | 0.01% | 0.02% | 4,270 | 4,270 | 100.00% | 200,690 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.04% | 2,418 | 2,418 | 100.00% | 113,646 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 394 | 394 | 100.00% | 18,518 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 204 | 204 | 100.00% | 9,588 | Jun 30, 2024 |
| STEPHENS CONSULTING, LLC | 0.00% | 0.00% | 43 | 43 | 100.00% | 2,021 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 18 | 18 | 100.00% | 846 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | 9 | 9 | 100.00% | 423 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 9 | 9 | 100.00% | 423 | Jun 30, 2024 |
| TFC FINANCIAL MANAGEMENT, INC. | - | - | 1 | 1 | 100.00% | 47 | Jun 30, 2024 |
WSFS Financial's largest new institutional shareholder by number of shares is NORGES BANK, purchased 511.99K shares, valued at $24.06M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ASSENAGON ASSET MANAGEMENT S.A. | - | - | - | -123,639 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -32,589 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -27,754 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -27,342 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -22,401 | -100.00% | - | Jun 30, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | - | - | - | -14,103 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -10,636 | -100.00% | - | Jun 30, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -10,339 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -8,550 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -7,309 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -6,845 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -6,605 | -100.00% | - | Jun 30, 2024 |
| LANSING STREET ADVISORS | - | - | - | -5,704 | -100.00% | - | Jun 30, 2024 |
| TD ASSET MANAGEMENT INC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| MARINER, LLC | - | - | - | -4,912 | -100.00% | - | Jun 30, 2024 |
| BAILARD, INC. | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -4,689 | -100.00% | - | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -4,422 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,177 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -2,000 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -986 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -274 | -100.00% | - | Jun 30, 2024 |
| COVESTOR LTD | - | - | - | -247 | -100.00% | - | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | - | - | -235 | -100.00% | - | Jun 30, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -186 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
WSFS Financial's largest sold out institutional shareholder by shares sold is ASSENAGON ASSET MANAGEMENT S.A., sold -0.12M shares, valued at -, as of undefined.
WSFS Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| JOHN HANCOCK INVESTMENT TRUST II | 0.94% | 396,802 | -24,668 | -5.85% | Jan 31, 2024 |
| FRANKLIN VALUE INVESTORS TRUST | 0.49% | 1,833,500 | -55,187 | -2.92% | Jan 31, 2024 |
| GREENSPRING FUND INC | 0.24% | 33,305 | - | - | Jun 30, 2023 |
| STATE STREET INSTITUTIONAL FUNDS | 0.22% | 173,008 | -4,004 | -2.26% | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.18% | 100,645 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.18% | 1,391,228 | -70,900 | -4.85% | Mar 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.16% | 222,325 | - | - | Mar 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.16% | 576,416 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.16% | 151,213 | 12,203 | 8.78% | Feb 29, 2024 |
| Monteagle Funds | 0.15% | 6,300 | - | - | Feb 29, 2024 |
| Walthausen Funds | 0.13% | 4,530 | - | - | Apr 30, 2023 |
| T. Rowe Price Financial Services Fund, Inc. | 0.13% | 105,100 | 53,600 | 104.08% | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.11% | 40,099 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.09% | 58,275 | 3,549 | 6.49% | Feb 29, 2024 |
| Total Fund Solution | 0.09% | 32,805 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.08% | 367,941 | -28,411 | -7.17% | Feb 29, 2024 |
| Vericimetry Funds | 0.08% | 7,531 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 42,588 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.06% | 151,059 | - | - | Mar 28, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.06% | 61,383 | -8,599 | -12.29% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 76,053 | - | - | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.05% | 30,269 | 29 | 0.10% | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.05% | 22,500 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.04% | 152,562 | - | - | Mar 28, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.03% | 25,500 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.03% | 16,242 | -1,322 | -7.53% | Apr 30, 2021 |
| T. Rowe Price Equity Funds, Inc. | 0.03% | 318,165 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,297,490 | -5,270 | -0.40% | Feb 29, 2024 |
| HENNESSY FUNDS TRUST | 0.02% | 38,000 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 68,008 | -12,393 | -15.41% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 98,833 | 4,481 | 4.75% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,011 | -245 | -2.65% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 65,870 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 5,433,941 | -904,207 | -14.27% | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 10,052 | - | - | Mar 31, 2024 |
| Brown Advisory Funds | 0.01% | 461,568 | 3,679 | 0.80% | Mar 31, 2024 |
| abrdn Funds | 0.01% | 168,514 | -113,026 | -40.15% | Jan 31, 2024 |
| Bernstein Fund Inc | 0.01% | 96,090 | 31,990 | 49.91% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,294 | - | - | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.01% | 40,603 | - | - | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 82,859 | 500 | 0.61% | Mar 28, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 17,885 | - | - | Feb 29, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 259,354 | 25,449 | 10.88% | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 39,874 | - | - | Jan 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.01% | 84,667 | - | - | Feb 29, 2024 |
| AMG FUNDS | 0.01% | 224,100 | - | - | Mar 28, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 675,262 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 16,510 | - | - | Mar 31, 2024 |
| ROYCE FUND | 0.01% | 43,790 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 18,659 | 279 | 1.52% | Feb 29, 2024 |
| World Funds Trust | 0.01% | 68,278 | - | - | Jan 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 12,292 | - | - | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.01% | 85,449 | 3,500 | 4.27% | Mar 31, 2024 |
| AB CAP FUND, INC. | 0.01% | 184,673 | -33,826 | -15.48% | Feb 29, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 611,188 | 240,981 | 65.09% | Feb 29, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 308,921 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 199,022 | 4,428 | 2.28% | Jan 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.00% | 14,211 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 107,332 | 34,488 | 47.35% | Mar 31, 2024 |
| KP Funds | 0.00% | 192,070 | 11,480 | 6.36% | Sep 30, 2020 |
| DELAWARE VIP TRUST | 0.00% | 11,058 | -271 | -2.39% | Mar 28, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 29,562 | -1,863 | -5.93% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 16,087 | 14,655 | 1023.39% | Mar 31, 2024 |
| DIMENSIONAL INVESTMENT GROUP INC | 0.00% | 40,724 | - | - | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 182,369 | 87,115 | 91.46% | Feb 29, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 15,495 | - | - | Mar 31, 2020 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 575,114 | 18,245 | 3.28% | Feb 29, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 2,792,779 | 368,778 | 15.21% | Jan 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 469,889 | - | - | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 157,700 | - | - | Feb 29, 2024 |
| Virtus Investment Trust | 0.00% | 81,369 | - | - | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 310,000 | 45,000 | 16.98% | Jan 31, 2024 |
| RBB Fund Trust | 0.00% | 2,286 | - | - | Feb 29, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 22,200 | - | - | Dec 31, 2023 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 472,706 | -1,765 | -0.37% | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.00% | 37,086 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 6,027 | -316 | -4.98% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 26,997 | 26,527 | 5644.04% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.00% | 68 | - | - | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 922,028 | 62,482 | 7.27% | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 39,800 | - | - | Dec 31, 2023 |
| Federated Hermes Equity Funds | 0.00% | 37,175 | - | - | Jan 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 23,500 | - | - | Mar 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.00% | 49,585 | 914 | 1.88% | Dec 31, 2023 |
| SHELTON FUNDS | 0.00% | 2,736 | -246 | -8.25% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 49,668 | - | - | Mar 31, 2024 |
| JANUS INVESTMENT FUND | 0.00% | 466,585 | - | - | Dec 31, 2023 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 7,014 | -189 | -2.62% | Mar 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.00% | 31,710 | -1,665 | -4.99% | Mar 28, 2024 |
| Nushares ETF Trust | 0.00% | 10,062 | - | - | Jan 31, 2024 |
| JOHNSON MUTUAL FUNDS TRUST | 0.00% | 37,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 43,419 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 38,270 | -2,939 | -7.13% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 39,565 | -1,369 | -3.34% | Mar 31, 2024 |
| NORTHERN FUNDS | 0.00% | 172,313 | -44,650 | -20.58% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 941 | - | - | Dec 31, 2023 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 123,229 | -3,111 | -2.46% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,639 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 5,081 | 684 | 15.56% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 6,983 | - | - | Aug 31, 2023 |
WSFS Financial's largest mutual fund holder by % of total assets is "JOHN HANCOCK INVESTMENT TRUST II", owning 396.80K shares, compromising 0.94% of its total assets.
WSFS Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 114 | -52.89% |
| 31 Mar, 24 | 242 | - |
| 31 Dec, 23 | 242 | 12.56% |
| 30 Sep, 23 | 215 | 5.39% |
| 30 Jun, 23 | 204 | -8.93% |
| 31 Mar, 23 | 224 | -3.03% |
| 31 Dec, 22 | 231 | - |
| 30 Sep, 22 | 231 | 1.76% |
| 30 Jun, 22 | 227 | - |
| 31 Mar, 22 | 227 | 14.65% |
| 31 Dec, 21 | 198 | 5.88% |
| 30 Sep, 21 | 187 | - |
| 30 Jun, 21 | 187 | -1.06% |
| 31 Mar, 21 | 189 | 12.50% |
| 31 Dec, 20 | 168 | 13.51% |
| 30 Sep, 20 | 148 | -11.90% |
| 30 Jun, 20 | 168 | 9.09% |
| 31 Mar, 20 | 154 | -13.48% |
| 31 Dec, 19 | 178 | 9.20% |
| 30 Sep, 19 | 163 | -4.68% |
| 30 Jun, 19 | 171 | -8.06% |
| 31 Mar, 19 | 186 | 25.68% |
| 31 Dec, 18 | 148 | -6.33% |
| 30 Sep, 18 | 158 | 3.27% |
| 30 Jun, 18 | 153 | 7.75% |
| 31 Mar, 18 | 142 | -1.39% |
| 31 Dec, 17 | 144 | 2.13% |
| 30 Sep, 17 | 141 | -2.76% |
| 30 Jun, 17 | 145 | -1.36% |
| 31 Mar, 17 | 147 | -2.00% |
| 31 Dec, 16 | 150 | 9.49% |
| 30 Sep, 16 | 137 | 1.48% |
| 30 Jun, 16 | 135 | 11.57% |
| 31 Mar, 16 | 121 | 3.42% |
| 31 Dec, 15 | 117 | 5.41% |
| 30 Sep, 15 | 111 | -6.72% |
| 30 Jun, 15 | 119 | 2.59% |
| 31 Mar, 15 | 116 | -5.69% |
| 31 Dec, 14 | 123 | -0.81% |
| 30 Sep, 14 | 124 | 5.08% |
| 30 Jun, 14 | 118 | 0.85% |
| 31 Mar, 14 | 117 | 4.46% |
| 31 Dec, 13 | 112 | 8.74% |
| 30 Sep, 13 | 103 | 7.29% |
| 30 Jun, 13 | 96 | 220.00% |
| 31 Mar, 13 | 30 | -21.05% |
| 31 Dec, 12 | 38 | -2.56% |
| 30 Sep, 12 | 39 | 5.41% |
| 30 Jun, 12 | 37 | - |
| 31 Mar, 12 | 37 | 27.59% |
| 31 Dec, 11 | 29 | -3.33% |
| 30 Sep, 11 | 30 | - |
| 30 Jun, 11 | 30 | -9.09% |
| 31 Mar, 11 | 33 | 37.50% |
| 31 Dec, 10 | 24 | -4.00% |
| 30 Sep, 10 | 25 | 4.17% |
| 30 Jun, 10 | 24 | - |
| 31 Mar, 10 | 24 | 26.32% |
| 31 Dec, 09 | 19 | -13.64% |
| 30 Sep, 09 | 22 | -21.43% |
| 30 Jun, 09 | 28 | - |
| 31 Mar, 09 | 28 | - |
| 31 Dec, 08 | 28 | -20.00% |
| 30 Sep, 08 | 35 | 25.00% |
| 30 Jun, 08 | 28 | - |
| 31 Mar, 08 | 28 | -3.45% |
| 31 Dec, 07 | 29 | 7.41% |
| 30 Sep, 07 | 27 | 8.00% |
| 30 Jun, 07 | 25 | - |
| 31 Mar, 07 | 25 | -13.79% |
| 31 Dec, 06 | 29 | 20.83% |
| 30 Sep, 06 | 24 | 14.29% |
| 30 Jun, 06 | 21 | - |
| 31 Mar, 06 | 21 | 5.00% |
| 31 Dec, 05 | 20 | 11.11% |
| 30 Sep, 05 | 18 | 5.88% |
| 30 Jun, 05 | 17 | - |
| 31 Mar, 05 | 17 | 6.25% |
| 31 Dec, 04 | 16 | 14.29% |
| 30 Sep, 04 | 14 | -26.32% |
| 30 Jun, 04 | 19 | -26.92% |
| 31 Mar, 04 | 26 | 52.94% |
| 31 Dec, 03 | 17 | 6.25% |
| 30 Sep, 03 | 16 | 33.33% |
| 30 Jun, 03 | 12 | 20.00% |
| 31 Mar, 03 | 10 | -23.08% |
| 31 Dec, 02 | 13 | 30.00% |
| 30 Sep, 02 | 10 | 25.00% |
| 30 Jun, 02 | 8 | 14.29% |
| 31 Mar, 02 | 7 | 16.67% |
| 31 Dec, 01 | 6 | -25.00% |
| 30 Sep, 01 | 8 | - |
| 30 Jun, 01 | 8 | 60.00% |
| 31 Mar, 01 | 5 | - |
| 31 Dec, 00 | 5 | 25.00% |
| 30 Sep, 00 | 4 | -20.00% |
| 30 Jun, 00 | 5 | 25.00% |
| 31 Mar, 00 | 4 | 33.33% |
| 31 Dec, 99 | 3 | - |
| 30 Sep, 99 | 3 | -50.00% |
| 30 Jun, 99 | 6 | 20.00% |
| 31 Mar, 99 | 5 | - |
As of 30 Jun 24, 114 institutions are holding WSFS Financial's shares, representing a decrease of -52.89% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 14,542,379 | -72.73% |
| 31 Mar, 24 | 53,336,833 | 0.10% |
| 31 Dec, 23 | 53,282,175 | 1.75% |
| 30 Sep, 23 | 52,367,338 | -0.99% |
| 30 Jun, 23 | 52,890,195 | -1.95% |
| 31 Mar, 23 | 53,944,367 | -0.51% |
| 31 Dec, 22 | 54,222,905 | -1.24% |
| 30 Sep, 22 | 54,901,484 | -2.52% |
| 30 Jun, 22 | 56,321,229 | -0.86% |
| 31 Mar, 22 | 56,811,467 | 26.52% |
| 31 Dec, 21 | 44,901,857 | 3.83% |
| 30 Sep, 21 | 43,244,585 | 1.78% |
| 30 Jun, 21 | 42,486,577 | -1.57% |
| 31 Mar, 21 | 43,164,015 | 3.35% |
| 31 Dec, 20 | 41,763,095 | -3.10% |
| 30 Sep, 20 | 43,099,310 | -0.22% |
| 30 Jun, 20 | 43,195,575 | 0.96% |
| 31 Mar, 20 | 42,783,542 | -0.62% |
| 31 Dec, 19 | 43,048,968 | -1.56% |
| 30 Sep, 19 | 43,731,058 | -0.06% |
| 30 Jun, 19 | 43,759,074 | 2.71% |
| 31 Mar, 19 | 42,605,212 | 54.61% |
| 31 Dec, 18 | 27,555,761 | 2.08% |
| 30 Sep, 18 | 26,993,150 | 6.98% |
| 30 Jun, 18 | 25,233,128 | -0.49% |
| 31 Mar, 18 | 25,358,469 | 0.83% |
| 31 Dec, 17 | 25,150,271 | -1.41% |
| 30 Sep, 17 | 25,510,879 | 2.65% |
| 30 Jun, 17 | 24,851,084 | 1.29% |
| 31 Mar, 17 | 24,535,359 | 2.04% |
| 31 Dec, 16 | 24,044,739 | 3.79% |
| 30 Sep, 16 | 23,166,269 | 1.48% |
| 30 Jun, 16 | 22,828,012 | 0.12% |
| 31 Mar, 16 | 22,801,278 | 2.40% |
| 31 Dec, 15 | 22,266,088 | 3.36% |
| 30 Sep, 15 | 21,542,693 | -3.13% |
| 30 Jun, 15 | 22,239,697 | 206.84% |
| 31 Mar, 15 | 7,248,026 | 4.07% |
| 31 Dec, 14 | 6,964,415 | 1.36% |
| 30 Sep, 14 | 6,870,714 | 1.72% |
| 30 Jun, 14 | 6,754,465 | 1.60% |
| 31 Mar, 14 | 6,648,030 | -0.62% |
| 31 Dec, 13 | 6,689,480 | 4.27% |
| 30 Sep, 13 | 6,415,439 | 0.95% |
| 30 Jun, 13 | 6,355,078 | 148.13% |
| 31 Mar, 13 | 2,561,175 | -16.84% |
| 31 Dec, 12 | 3,079,875 | 0.46% |
| 30 Sep, 12 | 3,065,760 | 1.04% |
| 30 Jun, 12 | 3,034,079 | 4.71% |
| 31 Mar, 12 | 2,897,702 | -8.41% |
| 31 Dec, 11 | 3,163,778 | -7.21% |
| 30 Sep, 11 | 3,409,491 | -7.58% |
| 30 Jun, 11 | 3,688,990 | 28.08% |
| 31 Mar, 11 | 2,880,306 | 12.67% |
| 31 Dec, 10 | 2,556,370 | 3.81% |
| 30 Sep, 10 | 2,462,615 | 65.74% |
| 30 Jun, 10 | 1,485,794 | -1.21% |
| 31 Mar, 10 | 1,504,020 | 14.24% |
| 31 Dec, 09 | 1,316,524 | 31.50% |
| 30 Sep, 09 | 1,001,171 | -17.71% |
| 30 Jun, 09 | 1,216,573 | 4.32% |
| 31 Mar, 09 | 1,166,237 | -22.95% |
| 31 Dec, 08 | 1,513,613 | 24.49% |
| 30 Sep, 08 | 1,215,852 | -0.75% |
| 30 Jun, 08 | 1,225,032 | 15.96% |
| 31 Mar, 08 | 1,056,394 | -30.97% |
| 31 Dec, 07 | 1,530,358 | 8.33% |
| 30 Sep, 07 | 1,412,637 | -1.86% |
| 30 Jun, 07 | 1,439,477 | 23.27% |
| 31 Mar, 07 | 1,167,765 | -13.86% |
| 31 Dec, 06 | 1,355,582 | 2.63% |
| 30 Sep, 06 | 1,320,804 | 3.83% |
| 30 Jun, 06 | 1,272,140 | 1.20% |
| 31 Mar, 06 | 1,256,997 | 2.75% |
| 31 Dec, 05 | 1,223,410 | 134.47% |
| 30 Sep, 05 | 521,775 | 23.45% |
| 30 Jun, 05 | 422,660 | -2.01% |
| 31 Mar, 05 | 431,347 | 10.91% |
| 31 Dec, 04 | 388,926 | 22.95% |
| 30 Sep, 04 | 316,331 | -22.96% |
| 30 Jun, 04 | 410,584 | -38.63% |
| 31 Mar, 04 | 669,034 | 76.26% |
| 31 Dec, 03 | 379,577 | 2.78% |
| 30 Sep, 03 | 369,296 | 41.59% |
| 30 Jun, 03 | 260,828 | -16.57% |
| 31 Mar, 03 | 312,625 | -26.35% |
| 31 Dec, 02 | 424,483 | 3.36% |
| 30 Sep, 02 | 410,695 | 19.85% |
| 30 Jun, 02 | 342,686 | 28.21% |
| 31 Mar, 02 | 267,281 | -1.12% |
| 31 Dec, 01 | 270,312 | -26.77% |
| 30 Sep, 01 | 369,129 | -17.76% |
| 30 Jun, 01 | 448,849 | -4.26% |
| 31 Mar, 01 | 468,839 | -23.38% |
| 31 Dec, 00 | 611,939 | 41.54% |
| 30 Sep, 00 | 432,347 | -14.31% |
| 30 Jun, 00 | 504,546 | 116.08% |
| 31 Mar, 00 | 233,500 | -10.02% |
| 31 Dec, 99 | 259,500 | -28.14% |
| 30 Sep, 99 | 361,112 | -23.01% |
| 30 Jun, 99 | 469,052 | -26.26% |
| 31 Mar, 99 | 636,108 | - |
WSFS Financial (WSFS) has 14.54M shares outstanding as of 30 Jun 24, down -72.73% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 24.10% | 0.31% |
| 31 Mar, 24 | 88.38% | 1.14% |
| 31 Dec, 23 | 88.01% | 1.19% |
| 30 Sep, 23 | 85.93% | 1.16% |
| 30 Jun, 23 | 86.21% | 1.12% |
| 31 Mar, 23 | 87.70% | 1.13% |
| 31 Dec, 22 | 88.01% | 1.16% |
| 30 Sep, 22 | 87.08% | 1.13% |
| 30 Jun, 22 | 87.69% | 1.15% |
| 31 Mar, 22 | 87.48% | 0.98% |
| 31 Dec, 21 | 94.45% | 1.14% |
| 30 Sep, 21 | 90.96% | 1.14% |
| 30 Jun, 21 | 89.39% | 1.08% |
| 31 Mar, 21 | 90.85% | 1.33% |
| 31 Dec, 20 | 82.68% | 1.14% |
| 30 Sep, 20 | 85.07% | 1.17% |
| 30 Jun, 20 | 85.27% | 1.22% |
| 31 Mar, 20 | 83.75% | 1.20% |
| 31 Dec, 19 | 83.48% | 1.22% |
| 30 Sep, 19 | 82.72% | 1.23% |
| 30 Jun, 19 | 82.17% | 0.68% |
| 31 Mar, 19 | 109.60% | 1.44% |
| 31 Dec, 18 | 87.28% | 1.21% |
| 30 Sep, 18 | 84.88% | 1.33% |
| 30 Jun, 18 | 79.94% | 1.23% |
| 31 Mar, 18 | 80.69% | 1.26% |
| 31 Dec, 17 | 80.05% | 1.21% |
| 30 Sep, 17 | 81.19% | 1.30% |
| 30 Jun, 17 | 79.04% | 1.30% |
| 31 Mar, 17 | 78.12% | 1.24% |
| 31 Dec, 16 | 79.42% | 1.38% |
| 30 Sep, 16 | 75.91% | 1.27% |
| 30 Jun, 16 | 77.27% | 1.31% |
| 31 Mar, 16 | 76.85% | 1.30% |
| 31 Dec, 15 | 76.95% | 1.24% |
| 30 Sep, 15 | 78.65% | 1.24% |
| 30 Jun, 15 | 79.69% | 12.12% |
| 31 Mar, 15 | 25.64% | 4.10% |
| 31 Dec, 14 | 25.00% | 4.10% |
| 30 Sep, 14 | 24.68% | 3.88% |
| 30 Jun, 14 | 25.23% | 4.08% |
| 31 Mar, 14 | 24.87% | 3.96% |
| 31 Dec, 13 | 25.07% | 4.29% |
| 30 Sep, 13 | 24.18% | 4.19% |
| 30 Jun, 13 | 24.03% | 25.49% |
| 31 Mar, 13 | 9.71% | 7.09% |
| 31 Dec, 12 | 11.70% | 8.55% |
| 30 Sep, 12 | 11.70% | 8.67% |
| 30 Jun, 12 | 11.62% | 9.43% |
| 31 Mar, 12 | 11.10% | 7.56% |
| 31 Dec, 11 | 12.11% | 6.95% |
| 30 Sep, 11 | 13.21% | 6.46% |
| 30 Jun, 11 | 14.30% | 11.41% |
| 31 Mar, 11 | 11.20% | 11.39% |
| 31 Dec, 10 | 9.91% | 9.20% |
| 30 Sep, 10 | 10.38% | 21.38% |
| 30 Jun, 10 | 6.97% | 13.91% |
| 31 Mar, 10 | 7.08% | 14.17% |
| 31 Dec, 09 | 7.07% | 24.25% |
| 30 Sep, 09 | 5.40% | 12.51% |
| 30 Jun, 09 | 6.57% | 16.57% |
| 31 Mar, 09 | 6.30% | 9.38% |
| 31 Dec, 08 | 8.19% | 18.84% |
| 30 Sep, 08 | 6.59% | 14.91% |
| 30 Jun, 08 | 6.65% | 20.57% |
| 31 Mar, 08 | 5.69% | 8.73% |
| 31 Dec, 07 | 8.07% | 14.29% |
| 30 Sep, 07 | 7.52% | 12.90% |
| 30 Jun, 07 | 7.63% | 21.54% |
| 31 Mar, 07 | 5.95% | 12.46% |
| 31 Dec, 06 | 6.91% | 15.86% |
| 30 Sep, 06 | 6.60% | 16.16% |
| 30 Jun, 06 | 6.39% | 15.92% |
| 31 Mar, 06 | 6.34% | 16.66% |
| 31 Dec, 05 | 6.17% | 89.16% |
| 30 Sep, 05 | 2.63% | 63.29% |
| 30 Jun, 05 | 2.04% | 49.32% |
| 31 Mar, 05 | 2.03% | 60.51% |
| 31 Dec, 04 | 1.83% | 81.83% |
| 30 Sep, 04 | 1.50% | 41.47% |
| 30 Jun, 04 | 1.90% | 20.69% |
| 31 Mar, 04 | 3.03% | 102.52% |
| 31 Dec, 03 | 1.72% | 65.73% |
| 30 Sep, 03 | 1.62% | 129.90% |
| 30 Jun, 03 | 1.12% | 71.92% |
| 31 Mar, 03 | 1.25% | 43.55% |
| 31 Dec, 02 | 1.69% | 74.53% |
| 30 Sep, 02 | 1.51% | 95.53% |
| 30 Jun, 02 | 1.26% | 131.95% |
| 31 Mar, 02 | 0.98% | 110.66% |
| 31 Dec, 01 | 0.94% | 51.88% |
| 30 Sep, 01 | 1.35% | 58.18% |
| 30 Jun, 01 | 1.52% | 63.73% |
| 31 Mar, 01 | 1.54% | 42.49% |
| 31 Dec, 00 | 1.91% | 101.35% |
| 30 Sep, 00 | 1.37% | 55.04% |
| 30 Jun, 00 | 1.58% | 322.97% |
| 31 Mar, 00 | 0.70% | 119.88% |
| 31 Dec, 99 | 0.76% | 66.70% |
| 30 Sep, 99 | 1.07% | 58.68% |
| 30 Jun, 99 | 1.35% | 40.27% |
| 31 Mar, 99 | 1.83% | - |
As of 30 Jun 24, WSFS Financial is held by 24.10% institutional shareholders, representing a 0.31% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 41 | -56.38% |
| 31 Mar, 24 | 94 | -24.80% |
| 31 Dec, 23 | 125 | 37.36% |
| 30 Sep, 23 | 91 | 10.98% |
| 30 Jun, 23 | 82 | -12.77% |
| 31 Mar, 23 | 94 | 14.63% |
| 31 Dec, 22 | 82 | -9.89% |
| 30 Sep, 22 | 91 | 3.41% |
| 30 Jun, 22 | 88 | -47.93% |
| 31 Mar, 22 | 169 | 52.25% |
| 31 Dec, 21 | 111 | 21.98% |
| 30 Sep, 21 | 91 | 22.97% |
| 30 Jun, 21 | 74 | -21.28% |
| 31 Mar, 21 | 94 | 17.50% |
| 31 Dec, 20 | 80 | 6.67% |
| 30 Sep, 20 | 75 | -27.18% |
| 30 Jun, 20 | 103 | 47.14% |
| 31 Mar, 20 | 70 | -6.67% |
| 31 Dec, 19 | 75 | 15.38% |
| 30 Sep, 19 | 65 | -19.75% |
| 30 Jun, 19 | 81 | -37.21% |
| 31 Mar, 19 | 129 | 74.32% |
| 31 Dec, 18 | 74 | -16.85% |
| 30 Sep, 18 | 89 | 28.99% |
| 30 Jun, 18 | 69 | 6.15% |
| 31 Mar, 18 | 65 | - |
| 31 Dec, 17 | 65 | 10.17% |
| 30 Sep, 17 | 59 | -15.71% |
| 30 Jun, 17 | 70 | -2.78% |
| 31 Mar, 17 | 72 | -15.29% |
| 31 Dec, 16 | 85 | 41.67% |
| 30 Sep, 16 | 60 | - |
| 30 Jun, 16 | 60 | - |
| 31 Mar, 16 | 60 | -3.23% |
| 31 Dec, 15 | 62 | 47.62% |
| 30 Sep, 15 | 42 | -64.41% |
| 30 Jun, 15 | 118 | 140.82% |
| 31 Mar, 15 | 49 | -5.77% |
| 31 Dec, 14 | 52 | - |
| 30 Sep, 14 | 52 | -5.45% |
| 30 Jun, 14 | 55 | 19.57% |
| 31 Mar, 14 | 46 | -28.13% |
| 31 Dec, 13 | 64 | 25.49% |
| 30 Sep, 13 | 51 | -36.25% |
| 30 Jun, 13 | 80 | 321.05% |
| 31 Mar, 13 | 19 | 18.75% |
| 31 Dec, 12 | 16 | -27.27% |
| 30 Sep, 12 | 22 | 22.22% |
| 30 Jun, 12 | 18 | -14.29% |
| 31 Mar, 12 | 21 | 40.00% |
| 31 Dec, 11 | 15 | 50.00% |
| 30 Sep, 11 | 10 | -41.18% |
| 30 Jun, 11 | 17 | 6.25% |
| 31 Mar, 11 | 16 | 33.33% |
| 31 Dec, 10 | 12 | 9.09% |
| 30 Sep, 10 | 11 | 57.14% |
| 30 Jun, 10 | 7 | -46.15% |
| 31 Mar, 10 | 13 | 62.50% |
| 31 Dec, 09 | 8 | - |
| 30 Sep, 09 | 8 | -38.46% |
| 30 Jun, 09 | 13 | -13.33% |
| 31 Mar, 09 | 15 | -21.05% |
| 31 Dec, 08 | 19 | -9.52% |
| 30 Sep, 08 | 21 | 5.00% |
| 30 Jun, 08 | 20 | 53.85% |
| 31 Mar, 08 | 13 | -7.14% |
| 31 Dec, 07 | 14 | - |
| 30 Sep, 07 | 14 | -22.22% |
| 30 Jun, 07 | 18 | 28.57% |
| 31 Mar, 07 | 14 | - |
| 31 Dec, 06 | 14 | 7.69% |
| 30 Sep, 06 | 13 | 8.33% |
| 30 Jun, 06 | 12 | -14.29% |
| 31 Mar, 06 | 14 | - |
| 31 Dec, 05 | 14 | 55.56% |
| 30 Sep, 05 | 9 | -10.00% |
| 30 Jun, 05 | 10 | -9.09% |
| 31 Mar, 05 | 11 | 57.14% |
| 31 Dec, 04 | 7 | 75.00% |
| 30 Sep, 04 | 4 | -42.86% |
| 30 Jun, 04 | 7 | -53.33% |
| 31 Mar, 04 | 15 | 87.50% |
| 31 Dec, 03 | 8 | - |
| 30 Sep, 03 | 8 | 60.00% |
| 30 Jun, 03 | 5 | -16.67% |
| 31 Mar, 03 | 6 | -33.33% |
| 31 Dec, 02 | 9 | 50.00% |
| 30 Sep, 02 | 6 | - |
| 30 Jun, 02 | 6 | 20.00% |
| 31 Mar, 02 | 5 | 66.67% |
| 31 Dec, 01 | 3 | -62.50% |
| 30 Sep, 01 | 8 | 33.33% |
| 30 Jun, 01 | 6 | 500.00% |
| 31 Mar, 01 | 1 | -66.67% |
| 31 Dec, 00 | 3 | - |
| 30 Sep, 00 | - | -100.00% |
| 30 Jun, 00 | 1 | -50.00% |
| 31 Mar, 00 | 2 | - |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | -33.33% |
| 30 Jun, 99 | 3 | -40.00% |
| 31 Mar, 99 | 5 | - |
41 institutional shareholders have increased their position in WSFS stock as of 30 Jun 24 compared to 94 in the previous quarter (a -56.38% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 42 | -57.14% |
| 31 Mar, 24 | 98 | 28.95% |
| 31 Dec, 23 | 76 | -5.00% |
| 30 Sep, 23 | 80 | -6.98% |
| 30 Jun, 23 | 86 | 4.88% |
| 31 Mar, 23 | 82 | -18.81% |
| 31 Dec, 22 | 101 | 5.21% |
| 30 Sep, 22 | 96 | -4.00% |
| 30 Jun, 22 | 100 | 156.41% |
| 31 Mar, 22 | 39 | -25.00% |
| 31 Dec, 21 | 52 | -21.21% |
| 30 Sep, 21 | 66 | -13.16% |
| 30 Jun, 21 | 76 | 11.76% |
| 31 Mar, 21 | 68 | 4.62% |
| 31 Dec, 20 | 65 | 27.45% |
| 30 Sep, 20 | 51 | 27.50% |
| 30 Jun, 20 | 40 | -23.08% |
| 31 Mar, 20 | 52 | -20.00% |
| 31 Dec, 19 | 65 | 8.33% |
| 30 Sep, 19 | 60 | 3.45% |
| 30 Jun, 19 | 58 | 38.10% |
| 31 Mar, 19 | 42 | -22.22% |
| 31 Dec, 18 | 54 | 35.00% |
| 30 Sep, 18 | 40 | -13.04% |
| 30 Jun, 18 | 46 | -2.13% |
| 31 Mar, 18 | 47 | -9.62% |
| 31 Dec, 17 | 52 | -3.70% |
| 30 Sep, 17 | 54 | 8.00% |
| 30 Jun, 17 | 50 | - |
| 31 Mar, 17 | 50 | 16.28% |
| 31 Dec, 16 | 43 | -18.87% |
| 30 Sep, 16 | 53 | 1.92% |
| 30 Jun, 16 | 52 | 30.00% |
| 31 Mar, 16 | 40 | - |
| 31 Dec, 15 | 40 | -4.76% |
| 30 Sep, 15 | 42 | 4100.00% |
| 30 Jun, 15 | 1 | -97.22% |
| 31 Mar, 15 | 36 | -12.20% |
| 31 Dec, 14 | 41 | 5.13% |
| 30 Sep, 14 | 39 | -4.88% |
| 30 Jun, 14 | 41 | 5.13% |
| 31 Mar, 14 | 39 | 14.71% |
| 31 Dec, 13 | 34 | -5.56% |
| 30 Sep, 13 | 36 | 260.00% |
| 30 Jun, 13 | 10 | 66.67% |
| 31 Mar, 13 | 6 | -57.14% |
| 31 Dec, 12 | 14 | 55.56% |
| 30 Sep, 12 | 9 | - |
| 30 Jun, 12 | 9 | 12.50% |
| 31 Mar, 12 | 8 | 14.29% |
| 31 Dec, 11 | 7 | -41.67% |
| 30 Sep, 11 | 12 | 71.43% |
| 30 Jun, 11 | 7 | -22.22% |
| 31 Mar, 11 | 9 | 28.57% |
| 31 Dec, 10 | 7 | 16.67% |
| 30 Sep, 10 | 6 | -45.45% |
| 30 Jun, 10 | 11 | 120.00% |
| 31 Mar, 10 | 5 | - |
| 31 Dec, 09 | 5 | -16.67% |
| 30 Sep, 09 | 6 | -25.00% |
| 30 Jun, 09 | 8 | -11.11% |
| 31 Mar, 09 | 9 | 28.57% |
| 31 Dec, 08 | 7 | -12.50% |
| 30 Sep, 08 | 8 | 33.33% |
| 30 Jun, 08 | 6 | -53.85% |
| 31 Mar, 08 | 13 | - |
| 31 Dec, 07 | 13 | 8.33% |
| 30 Sep, 07 | 12 | 500.00% |
| 30 Jun, 07 | 2 | -60.00% |
| 31 Mar, 07 | 5 | -37.50% |
| 31 Dec, 06 | 8 | - |
| 30 Sep, 06 | 8 | 33.33% |
| 30 Jun, 06 | 6 | - |
| 31 Mar, 06 | 6 | 20.00% |
| 31 Dec, 05 | 5 | 25.00% |
| 30 Sep, 05 | 4 | -20.00% |
| 30 Jun, 05 | 5 | 150.00% |
| 31 Mar, 05 | 2 | -60.00% |
| 31 Dec, 04 | 5 | 25.00% |
| 30 Sep, 04 | 4 | -20.00% |
| 30 Jun, 04 | 5 | 66.67% |
| 31 Mar, 04 | 3 | -40.00% |
| 31 Dec, 03 | 5 | 66.67% |
| 30 Sep, 03 | 3 | -40.00% |
| 30 Jun, 03 | 5 | 66.67% |
| 31 Mar, 03 | 3 | - |
| 31 Dec, 02 | 3 | 50.00% |
| 30 Sep, 02 | 2 | 100.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | - | -100.00% |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 2 | 100.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
42 institutional shareholders have reduced their position in WSFS stock as of 30 Jun 24 compared to 98 in the previous quarter (a -57.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 114 | -52.89% | 14,542,379 | -72.73% | 24.10% | 0.31% | 41 | -56.38% | 42 | -57.14% |
| 31 Mar, 24 | 242 | - | 53,336,833 | 0.10% | 88.38% | 1.14% | 94 | -24.80% | 98 | 28.95% |
| 31 Dec, 23 | 242 | 12.56% | 53,282,175 | 1.75% | 88.01% | 1.19% | 125 | 37.36% | 76 | -5.00% |
| 30 Sep, 23 | 215 | 5.39% | 52,367,338 | -0.99% | 85.93% | 1.16% | 91 | 10.98% | 80 | -6.98% |
| 30 Jun, 23 | 204 | -8.93% | 52,890,195 | -1.95% | 86.21% | 1.12% | 82 | -12.77% | 86 | 4.88% |
| 31 Mar, 23 | 224 | -3.03% | 53,944,367 | -0.51% | 87.70% | 1.13% | 94 | 14.63% | 82 | -18.81% |
| 31 Dec, 22 | 231 | - | 54,222,905 | -1.24% | 88.01% | 1.16% | 82 | -9.89% | 101 | 5.21% |
| 30 Sep, 22 | 231 | 1.76% | 54,901,484 | -2.52% | 87.08% | 1.13% | 91 | 3.41% | 96 | -4.00% |
| 30 Jun, 22 | 227 | - | 56,321,229 | -0.86% | 87.69% | 1.15% | 88 | -47.93% | 100 | 156.41% |
| 31 Mar, 22 | 227 | 14.65% | 56,811,467 | 26.52% | 87.48% | 0.98% | 169 | 52.25% | 39 | -25.00% |
| 31 Dec, 21 | 198 | 5.88% | 44,901,857 | 3.83% | 94.45% | 1.14% | 111 | 21.98% | 52 | -21.21% |
| 30 Sep, 21 | 187 | - | 43,244,585 | 1.78% | 90.96% | 1.14% | 91 | 22.97% | 66 | -13.16% |
| 30 Jun, 21 | 187 | -1.06% | 42,486,577 | -1.57% | 89.39% | 1.08% | 74 | -21.28% | 76 | 11.76% |
| 31 Mar, 21 | 189 | 12.50% | 43,164,015 | 3.35% | 90.85% | 1.33% | 94 | 17.50% | 68 | 4.62% |
| 31 Dec, 20 | 168 | 13.51% | 41,763,095 | -3.10% | 82.68% | 1.14% | 80 | 6.67% | 65 | 27.45% |
| 30 Sep, 20 | 148 | -11.90% | 43,099,310 | -0.22% | 85.07% | 1.17% | 75 | -27.18% | 51 | 27.50% |
| 30 Jun, 20 | 168 | 9.09% | 43,195,575 | 0.96% | 85.27% | 1.22% | 103 | 47.14% | 40 | -23.08% |
| 31 Mar, 20 | 154 | -13.48% | 42,783,542 | -0.62% | 83.75% | 1.20% | 70 | -6.67% | 52 | -20.00% |
| 31 Dec, 19 | 178 | 9.20% | 43,048,968 | -1.56% | 83.48% | 1.22% | 75 | 15.38% | 65 | 8.33% |
| 30 Sep, 19 | 163 | -4.68% | 43,731,058 | -0.06% | 82.72% | 1.23% | 65 | -19.75% | 60 | 3.45% |
| 30 Jun, 19 | 171 | -8.06% | 43,759,074 | 2.71% | 82.17% | 0.68% | 81 | -37.21% | 58 | 38.10% |
| 31 Mar, 19 | 186 | 25.68% | 42,605,212 | 54.61% | 109.60% | 1.44% | 129 | 74.32% | 42 | -22.22% |
| 31 Dec, 18 | 148 | -6.33% | 27,555,761 | 2.08% | 87.28% | 1.21% | 74 | -16.85% | 54 | 35.00% |
| 30 Sep, 18 | 158 | 3.27% | 26,993,150 | 6.98% | 84.88% | 1.33% | 89 | 28.99% | 40 | -13.04% |
| 30 Jun, 18 | 153 | 7.75% | 25,233,128 | -0.49% | 79.94% | 1.23% | 69 | 6.15% | 46 | -2.13% |
| 31 Mar, 18 | 142 | -1.39% | 25,358,469 | 0.83% | 80.69% | 1.26% | 65 | - | 47 | -9.62% |
| 31 Dec, 17 | 144 | 2.13% | 25,150,271 | -1.41% | 80.05% | 1.21% | 65 | 10.17% | 52 | -3.70% |
| 30 Sep, 17 | 141 | -2.76% | 25,510,879 | 2.65% | 81.19% | 1.30% | 59 | -15.71% | 54 | 8.00% |
| 30 Jun, 17 | 145 | -1.36% | 24,851,084 | 1.29% | 79.04% | 1.30% | 70 | -2.78% | 50 | - |
| 31 Mar, 17 | 147 | -2.00% | 24,535,359 | 2.04% | 78.12% | 1.24% | 72 | -15.29% | 50 | 16.28% |
| 31 Dec, 16 | 150 | 9.49% | 24,044,739 | 3.79% | 79.42% | 1.38% | 85 | 41.67% | 43 | -18.87% |
| 30 Sep, 16 | 137 | 1.48% | 23,166,269 | 1.48% | 75.91% | 1.27% | 60 | - | 53 | 1.92% |
| 30 Jun, 16 | 135 | 11.57% | 22,828,012 | 0.12% | 77.27% | 1.31% | 60 | - | 52 | 30.00% |
| 31 Mar, 16 | 121 | 3.42% | 22,801,278 | 2.40% | 76.85% | 1.30% | 60 | -3.23% | 40 | - |
| 31 Dec, 15 | 117 | 5.41% | 22,266,088 | 3.36% | 76.95% | 1.24% | 62 | 47.62% | 40 | -4.76% |
| 30 Sep, 15 | 111 | -6.72% | 21,542,693 | -3.13% | 78.65% | 1.24% | 42 | -64.41% | 42 | 4100.00% |
| 30 Jun, 15 | 119 | 2.59% | 22,239,697 | 206.84% | 79.69% | 12.12% | 118 | 140.82% | 1 | -97.22% |
| 31 Mar, 15 | 116 | -5.69% | 7,248,026 | 4.07% | 25.64% | 4.10% | 49 | -5.77% | 36 | -12.20% |
| 31 Dec, 14 | 123 | -0.81% | 6,964,415 | 1.36% | 25.00% | 4.10% | 52 | - | 41 | 5.13% |
| 30 Sep, 14 | 124 | 5.08% | 6,870,714 | 1.72% | 24.68% | 3.88% | 52 | -5.45% | 39 | -4.88% |
| 30 Jun, 14 | 118 | 0.85% | 6,754,465 | 1.60% | 25.23% | 4.08% | 55 | 19.57% | 41 | 5.13% |
| 31 Mar, 14 | 117 | 4.46% | 6,648,030 | -0.62% | 24.87% | 3.96% | 46 | -28.13% | 39 | 14.71% |
| 31 Dec, 13 | 112 | 8.74% | 6,689,480 | 4.27% | 25.07% | 4.29% | 64 | 25.49% | 34 | -5.56% |
| 30 Sep, 13 | 103 | 7.29% | 6,415,439 | 0.95% | 24.18% | 4.19% | 51 | -36.25% | 36 | 260.00% |
| 30 Jun, 13 | 96 | 220.00% | 6,355,078 | 148.13% | 24.03% | 25.49% | 80 | 321.05% | 10 | 66.67% |
| 31 Mar, 13 | 30 | -21.05% | 2,561,175 | -16.84% | 9.71% | 7.09% | 19 | 18.75% | 6 | -57.14% |
| 31 Dec, 12 | 38 | -2.56% | 3,079,875 | 0.46% | 11.70% | 8.55% | 16 | -27.27% | 14 | 55.56% |
| 30 Sep, 12 | 39 | 5.41% | 3,065,760 | 1.04% | 11.70% | 8.67% | 22 | 22.22% | 9 | - |
| 30 Jun, 12 | 37 | - | 3,034,079 | 4.71% | 11.62% | 9.43% | 18 | -14.29% | 9 | 12.50% |
| 31 Mar, 12 | 37 | 27.59% | 2,897,702 | -8.41% | 11.10% | 7.56% | 21 | 40.00% | 8 | 14.29% |
| 31 Dec, 11 | 29 | -3.33% | 3,163,778 | -7.21% | 12.11% | 6.95% | 15 | 50.00% | 7 | -41.67% |
| 30 Sep, 11 | 30 | - | 3,409,491 | -7.58% | 13.21% | 6.46% | 10 | -41.18% | 12 | 71.43% |
| 30 Jun, 11 | 30 | -9.09% | 3,688,990 | 28.08% | 14.30% | 11.41% | 17 | 6.25% | 7 | -22.22% |
| 31 Mar, 11 | 33 | 37.50% | 2,880,306 | 12.67% | 11.20% | 11.39% | 16 | 33.33% | 9 | 28.57% |
| 31 Dec, 10 | 24 | -4.00% | 2,556,370 | 3.81% | 9.91% | 9.20% | 12 | 9.09% | 7 | 16.67% |
| 30 Sep, 10 | 25 | 4.17% | 2,462,615 | 65.74% | 10.38% | 21.38% | 11 | 57.14% | 6 | -45.45% |
| 30 Jun, 10 | 24 | - | 1,485,794 | -1.21% | 6.97% | 13.91% | 7 | -46.15% | 11 | 120.00% |
| 31 Mar, 10 | 24 | 26.32% | 1,504,020 | 14.24% | 7.08% | 14.17% | 13 | 62.50% | 5 | - |
| 31 Dec, 09 | 19 | -13.64% | 1,316,524 | 31.50% | 7.07% | 24.25% | 8 | - | 5 | -16.67% |
| 30 Sep, 09 | 22 | -21.43% | 1,001,171 | -17.71% | 5.40% | 12.51% | 8 | -38.46% | 6 | -25.00% |
| 30 Jun, 09 | 28 | - | 1,216,573 | 4.32% | 6.57% | 16.57% | 13 | -13.33% | 8 | -11.11% |
| 31 Mar, 09 | 28 | - | 1,166,237 | -22.95% | 6.30% | 9.38% | 15 | -21.05% | 9 | 28.57% |
| 31 Dec, 08 | 28 | -20.00% | 1,513,613 | 24.49% | 8.19% | 18.84% | 19 | -9.52% | 7 | -12.50% |
| 30 Sep, 08 | 35 | 25.00% | 1,215,852 | -0.75% | 6.59% | 14.91% | 21 | 5.00% | 8 | 33.33% |
| 30 Jun, 08 | 28 | - | 1,225,032 | 15.96% | 6.65% | 20.57% | 20 | 53.85% | 6 | -53.85% |
| 31 Mar, 08 | 28 | -3.45% | 1,056,394 | -30.97% | 5.69% | 8.73% | 13 | -7.14% | 13 | - |
| 31 Dec, 07 | 29 | 7.41% | 1,530,358 | 8.33% | 8.07% | 14.29% | 14 | - | 13 | 8.33% |
| 30 Sep, 07 | 27 | 8.00% | 1,412,637 | -1.86% | 7.52% | 12.90% | 14 | -22.22% | 12 | 500.00% |
| 30 Jun, 07 | 25 | - | 1,439,477 | 23.27% | 7.63% | 21.54% | 18 | 28.57% | 2 | -60.00% |
| 31 Mar, 07 | 25 | -13.79% | 1,167,765 | -13.86% | 5.95% | 12.46% | 14 | - | 5 | -37.50% |
| 31 Dec, 06 | 29 | 20.83% | 1,355,582 | 2.63% | 6.91% | 15.86% | 14 | 7.69% | 8 | - |
| 30 Sep, 06 | 24 | 14.29% | 1,320,804 | 3.83% | 6.60% | 16.16% | 13 | 8.33% | 8 | 33.33% |
| 30 Jun, 06 | 21 | - | 1,272,140 | 1.20% | 6.39% | 15.92% | 12 | -14.29% | 6 | - |
| 31 Mar, 06 | 21 | 5.00% | 1,256,997 | 2.75% | 6.34% | 16.66% | 14 | - | 6 | 20.00% |
| 31 Dec, 05 | 20 | 11.11% | 1,223,410 | 134.47% | 6.17% | 89.16% | 14 | 55.56% | 5 | 25.00% |
| 30 Sep, 05 | 18 | 5.88% | 521,775 | 23.45% | 2.63% | 63.29% | 9 | -10.00% | 4 | -20.00% |
| 30 Jun, 05 | 17 | - | 422,660 | -2.01% | 2.04% | 49.32% | 10 | -9.09% | 5 | 150.00% |
| 31 Mar, 05 | 17 | 6.25% | 431,347 | 10.91% | 2.03% | 60.51% | 11 | 57.14% | 2 | -60.00% |
| 31 Dec, 04 | 16 | 14.29% | 388,926 | 22.95% | 1.83% | 81.83% | 7 | 75.00% | 5 | 25.00% |
| 30 Sep, 04 | 14 | -26.32% | 316,331 | -22.96% | 1.50% | 41.47% | 4 | -42.86% | 4 | -20.00% |
| 30 Jun, 04 | 19 | -26.92% | 410,584 | -38.63% | 1.90% | 20.69% | 7 | -53.33% | 5 | 66.67% |
| 31 Mar, 04 | 26 | 52.94% | 669,034 | 76.26% | 3.03% | 102.52% | 15 | 87.50% | 3 | -40.00% |
| 31 Dec, 03 | 17 | 6.25% | 379,577 | 2.78% | 1.72% | 65.73% | 8 | - | 5 | 66.67% |
| 30 Sep, 03 | 16 | 33.33% | 369,296 | 41.59% | 1.62% | 129.90% | 8 | 60.00% | 3 | -40.00% |
| 30 Jun, 03 | 12 | 20.00% | 260,828 | -16.57% | 1.12% | 71.92% | 5 | -16.67% | 5 | 66.67% |
| 31 Mar, 03 | 10 | -23.08% | 312,625 | -26.35% | 1.25% | 43.55% | 6 | -33.33% | 3 | - |
| 31 Dec, 02 | 13 | 30.00% | 424,483 | 3.36% | 1.69% | 74.53% | 9 | 50.00% | 3 | 50.00% |
| 30 Sep, 02 | 10 | 25.00% | 410,695 | 19.85% | 1.51% | 95.53% | 6 | - | 2 | 100.00% |
| 30 Jun, 02 | 8 | 14.29% | 342,686 | 28.21% | 1.26% | 131.95% | 6 | 20.00% | 1 | - |
| 31 Mar, 02 | 7 | 16.67% | 267,281 | -1.12% | 0.98% | 110.66% | 5 | 66.67% | - | -100.00% |
| 31 Dec, 01 | 6 | -25.00% | 270,312 | -26.77% | 0.94% | 51.88% | 3 | -62.50% | 1 | - |
| 30 Sep, 01 | 8 | - | 369,129 | -17.76% | 1.35% | 58.18% | 8 | 33.33% | - | -100.00% |
| 30 Jun, 01 | 8 | 60.00% | 448,849 | -4.26% | 1.52% | 63.73% | 6 | 500.00% | 2 | - |
| 31 Mar, 01 | 5 | - | 468,839 | -23.38% | 1.54% | 42.49% | 1 | -66.67% | 2 | - |
| 31 Dec, 00 | 5 | 25.00% | 611,939 | 41.54% | 1.91% | 101.35% | 3 | - | - | -100.00% |
| 30 Sep, 00 | 4 | -20.00% | 432,347 | -14.31% | 1.37% | 55.04% | - | -100.00% | 2 | 100.00% |
| 30 Jun, 00 | 5 | 25.00% | 504,546 | 116.08% | 1.58% | 322.97% | 1 | -50.00% | 1 | - |
| 31 Mar, 00 | 4 | 33.33% | 233,500 | -10.02% | 0.70% | 119.88% | 2 | - | 1 | - |
| 31 Dec, 99 | 3 | - | 259,500 | -28.14% | 0.76% | 66.70% | 2 | - | - | - |
| 30 Sep, 99 | 3 | -50.00% | 361,112 | -23.01% | 1.07% | 58.68% | 2 | -33.33% | - | -100.00% |
| 30 Jun, 99 | 6 | 20.00% | 469,052 | -26.26% | 1.35% | 40.27% | 3 | -40.00% | 3 | - |
| 31 Mar, 99 | 5 | - | 636,108 | - | 1.83% | - | 5 | - | - | - |
WSFS Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of WSFS Financial's stock was made by BACCI ARTHUR J on Aug 01 2024, selling 2,769 shares at $56.38 per share (valued at $156.12K).
WSFS Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | 7 | 57.14% |
| Q2 2024 | 1 | 9 | 11.11% |
| Q1 2024 | 10 | 12 | 83.33% |
| Q4 2023 | 2 | 9 | 22.22% |
| Q3 2023 | 12 | 1 | 1200.00% |
| Q2 2023 | 1 | 9 | 11.11% |
| Q1 2023 | 9 | 9 | 100.00% |
| Q4 2022 | 5 | 14 | 35.71% |
| Q3 2022 | 25 | 4 | 625.00% |
| Q2 2022 | 1 | 17 | 5.88% |
| Q1 2022 | 14 | 5 | 280.00% |
| Q4 2021 | 6 | 26 | 23.08% |
| Q3 2021 | 10 | 1 | 1000.00% |
| Q2 2021 | 1 | 25 | 4.00% |
| Q1 2021 | 38 | 7 | 542.86% |
| Q4 2020 | 13 | 8 | 162.50% |
| Q3 2020 | 12 | - | - |
| Q2 2020 | 3 | 10 | 30.00% |
| Q1 2020 | 19 | 7 | 271.43% |
| Q4 2019 | 2 | 5 | 40.00% |
4 total buy trades, and 7 total sell trades (buy/sell ratio of 0.57%) were made by WSFS Financial's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 4 | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | 1 | 3 | 33.33% |
| Q1 2022 | - | 3 | - |
| Q4 2021 | - | 8 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | - | 12 | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 4 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 2 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of WSFS Financial's stocks.
WSFS Financial Peer Ownership
| Ticker | Company |
|---|---|
| BSRR | Sierra Bancorp |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| QCRH | QCR Holdings, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| ORRF | Orrstown Financial Services, Inc. |
| BSBK | Bogota Financial Corp. |
| FNWD | Finward Bancorp |
| HFWA | Heritage Financial Corporation |
| FNLC | The First Bancorp, Inc. |
| CWBC | Community West Bancshares |
| HVBC | HV Bancorp, Inc. |
| THFF | First Financial Corporation |
| FCF | First Commonwealth Financial Corporation |
| GCBC | Greene County Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| CVLY | Codorus Valley Bancorp, Inc. |
| BSVN | Bank7 Corp. |
| WNEB | Western New England Bancorp, Inc. |
WSFS Ownership FAQ
Who Owns WSFS Financial?
WSFS Financial is owned by institutional shareholders (24.10%), insiders (1.08%), and public (74.82%). The largest institutional shareholder of WSFS Financial is BLACKROCK INC. (14.26% of total shares) and the top mutual fund owner is JOHN HANCOCK INVESTMENT TRUST II (0.94% of total shares).
Who are the major institutional shareholders of WSFS Financial?
WSFS Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, FRANKLIN RESOURCES INC, and STATE STREET CORP. The top five shareholders own together 42.46% of the company's share outstanding.
How many WSFS Financial shareholders are there?
As of Jun 2024, there are 114 institutional shareholders of WSFS Financial.
What percentage of WSFS Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 8.61M shares of WSFS Financial, representing 14.26% of the company's total shares outstanding, valued at $404.52M (as of Jun 2024).
What percentage of WSFS Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 7.14M shares of WSFS Financial (WSFS), compromising 11.84% of the company, valued at $335.8M.
What percentage of WSFS Financial is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of WSFS Financial. The company owns 3.9M of the company's shares outstanding (worth $183.45M).