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WSFS Financial Ownership | Who Owns WSFS Financial?

OverviewForecastRevenueFinancialsChartTranscripts

WSFS Financial Ownership Summary

WSFS Financial is owned by 29.81% institutional investors, 0.95% insiders, and 69.24% 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 6.22% of its assets in WSFS Financial shares.

WSFS Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWSFS Financial29.81%0.95%69.24%
SectorFinancial Services Stocks 37.05%15.59%47.36%
IndustryRegional Banks Stocks38.44%12.57%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.61M14.26%$404.52M
Blackrock funding, inc. /de7.65M14.07%$500.80M
Vanguard group5.96M10.96%$329.04M
Dimensional fund advisors lp3.56M6.55%$233.07M
State street2.90M5.34%$190.01M
Franklin resources2.58M4.74%$168.57M
Macquarie management1.54M2.84%$100.99M
Geode capital management1.36M2.50%$89.08M
Jpmorgan chase1.10M2.02%$70.67M
Invesco944.87K1.74%$61.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Palisade capital management, lp587.25K1.28%$38.44M
Salzhauer michael19.33K0.60%$1.27M
Cooke & bieler lp789.30K0.58%$51.67M
Summerhaven investment management12.95K0.52%$847.90K
Sippican capital advisors11.09K0.50%$725.89K
Frontier capital management675.50K0.45%$44.22M
Corbyn investment management inc/md20.84K0.45%$1.36M
Lountzis asset management14.62K0.35%$957.09K
Vaughan nelson investment management524.18K0.34%$34.31M
Oliver luxxe assets34.43K0.34%$2.25M

Top Buyers

HolderShares% AssetsChange
Norges bank709.50K0.00%709.50K
Vaughan nelson investment management524.18K0.34%524.18K
Vanguard fiduciary trust349.16K0.01%349.16K
Freestone grove partners lp251.15K0.12%251.15K
Principal financial group427.48K0.01%166.84K

Top Sellers

HolderShares% AssetsChange
Macquarie group---3.79M
Champlain investment partners---1.19M
Jennison associates---359.21K
Boston partners---340.77K
Blackrock8.61M0.01%-322.63K

New Positions

HolderShares% AssetsChangeValue
Norges bank709.50K0.00%709.50K$39.19M
Vaughan nelson investment management524.18K0.34%524.18K$34.31M
Vanguard fiduciary trust349.16K0.01%349.16K$22.86M
Freestone grove partners lp251.15K0.12%251.15K$16.44M
Axa investment managers89.90K0.01%89.90K$4.85M

Sold Out

HolderChange
Tfo-tdc-2.00
Claris advisors, llc / mo /-4.00
Mendota financial group-4.00
Abound wealth management-4.00
Grey fox wealth advisors-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026174-44.23%16,208,671-66.65%290.37%75-48.28%56-51.72%
Dec 31, 2025267-7.61%40,283,821-22.24%740.89%119-4.80%99-4.81%
Sep 30, 20252812.93%51,781,1593.91%911.19%1248.77%100-4.76%
Jun 30, 20252787.34%51,230,706-2.58%901.12%1195.31%10613.98%
Mar 31, 202511-95.62%2,618,972-95.13%40.05%5-95.41%5-93.98%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.23M6.22%-
Vanguard Total Stock Mkt Idx Inv1.69M3.24%6.19K
Vanguard US Total Market Shares ETF1.83M3.16%-116.72K
Franklin US Small Cap Value Equity1.51M2.90%-
Franklin Small Cap Value SMA Composite1.51M2.90%1.51M
Franklin Small Cap Value A1.40M2.68%-115.88K
iShares Russell 2000 ETF1.28M2.46%-
Vanguard Small Cap Index1.23M2.36%-3.04K
Macquarie Small Cap Core I1.32M2.36%-99.22K
Delaware Small Cap Core I1.25M2.11%-7.72K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 09, 2026BACCI ARTHUR J EVP, COOSell$4.16K
Feb 09, 2026BACCI ARTHUR J EVP, COOSell$136.01K
Feb 09, 2026BACCI ARTHUR J EVP, COOSell$1.20K
Feb 05, 2026Wechsler James J EVP Chief Comm'l Banking OfcSell$31.45K
Feb 05, 2026Kruzinski Shari EVP, Chief Consumer Bk OfficerSell$70.10K

Insider Transactions Trends

DateBuySell
2026 Q2--
2026 Q1-5
2025 Q4--
2025 Q3--
2025 Q2--

WSFS Ownership FAQ

Who Owns WSFS Financial?

WSFS Financial shareholders are primarily institutional investors at 29.81%, followed by 0.95% insiders and 69.24% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 38.44%, which WSFS Financial falls below.

Who owns the most shares of WSFS Financial?

WSFS Financial’s largest shareholders are Blackrock (8.61M shares, 14.26%), Blackrock funding, inc. /de (7.65M shares, 14.07%), and Vanguard group (5.96M shares, 10.96%). Together, they hold 39.29% 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 1.28% of its assets in 587.25K WSFS Financial shares, valued at 38.44M$.

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 6.22% of its total shares outstanding invested in 3.23M WSFS Financial shares.

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