WSFS Financial Ownership | Who Owns WSFS Financial?
WSFS Financial Ownership Summary
WSFS Financial is owned by 53.33% institutional investors, 1.67% insiders, and 45.00% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.70% of WSFS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.26% of its assets in WSFS Financial shares.
WSFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WSFS Financial | 53.33% | 1.67% | 45.00% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.70M | 14.70% | $462.15M |
| Blackrock | 8.61M | 14.26% | $404.52M |
| Vanguard group | 7.00M | 11.83% | $371.96M |
| Dimensional fund advisors lp | 3.90M | 6.59% | $207.34M |
| State street | 3.31M | 5.60% | $176.08M |
| Franklin resources | 2.55M | 4.30% | $135.25M |
| T. rowe price investment management | 2.31M | 3.91% | $122.90M |
| Macquarie group | 1.69M | 2.85% | $89.73M |
| Jpmorgan chase | 1.69M | 2.85% | $89.67M |
| Geode capital management | 1.41M | 2.38% | $74.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palisade capital management, lp | 772.70K | 1.10% | $41.05M |
| Corbyn investment management inc/md | 33.73K | 0.64% | $1.79M |
| Siena capital partners gp | 43.82K | 0.64% | $2.33M |
| Salzhauer michael | 21.31K | 0.58% | $1.13M |
| Champlain investment partners | 1.23M | 0.42% | $65.61M |
| Cooke & bieler lp | 782.77K | 0.40% | $41.59M |
| Frontier capital management | 718.98K | 0.36% | $38.20M |
| Lountzis asset management | 15.07K | 0.34% | $800.72K |
| Ironwood investment management | 9.27K | 0.25% | $492.51K |
| Marshall financial group inc /adv | 12.07K | 0.20% | $641.54K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 1.69M | 0.01% | 1.28M |
| Norges bank | 616.89K | 0.00% | 616.89K |
| Raymond james financial | 341.94K | 0.01% | 341.94K |
| State street | 3.31M | 0.01% | 283.74K |
| Assenagon asset management | 254.62K | 0.02% | 226.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jennison associates | - | - | -359.21K |
| Blackrock | 8.61M | 0.01% | -322.63K |
| Franklin resources | 2.55M | 0.04% | -236.40K |
| Loomis sayles & co l p | - | - | -150.09K |
| Abrdn | 511.29K | 0.05% | -109.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 616.89K | 0.00% | 616.89K | $32.78M |
| Raymond james financial | 341.94K | 0.01% | 341.94K | $18.17M |
| Graham capital management | 19.45K | 0.02% | 19.45K | $1.03M |
| Inceptionr | 14.40K | 0.17% | 14.40K | $765.28K |
| Holocene advisors, lp | 10.47K | 0.00% | 10.47K | $556.32K |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Mendota financial group | -4.00 |
| Claris advisors, llc / mo / | -4.00 |
| Nelson, van denburg & campbell wealth management group | -13.00 |
| Thurston, springer, miller, herd & titak | -18.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 157 | -40.53% | 31,566,644 | -39.93% | 53 | 0.68% | 60 | -48.28% | 49 | -49.48% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.63M | 6.26% | - |
| Vanguard US Total Market Shares ETF | 1.83M | 3.16% | -116.72K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 3.11% | 1.44K |
| Franklin Small Cap Value A | 1.61M | 2.75% | - |
| Franklin Small Cap Value SMA Composite | 1.61M | 2.75% | -168.35K |
| Franklin US Small Cap Value Equity | 1.61M | 2.74% | -168.35K |
| Vanguard Small Cap Index | 1.50M | 2.57% | 1.22K |
| iShares Russell 2000 ETF | 1.46M | 2.52% | - |
| T. Rowe Price Small-Cap Value | 1.31M | 2.26% | -18.30K |
| Macquarie Small Cap Core I | 1.25M | 2.15% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 21, 2025 | LEVENSON RODGER | President & CEO | Sell | $131.49K |
| Feb 21, 2025 | LEVENSON RODGER | President & CEO | Sell | $265.89K |
| 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 |
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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