WSFS Financial Ownership | Who Owns WSFS Financial?
WSFS Financial Ownership Summary
WSFS Financial is owned by 88.34% institutional investors, 1.07% insiders, and 10.59% 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 | 88.34% | 1.07% | 10.59% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 261 | 12.99% | 52,468,391 | -1.65% | 88 | 1.13% | 113 | 20.21% | 97 | 5.43% |
| 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% |
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
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