WSFS Financial Ownership 2024 | Who Owns WSFS Financial Now?
Institutional Ownership
87.97%
Insider Ownership
0.97%
Retail Ownership
11.06%
Institutional Holders
237.00
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. | 14.75% | 0.01% | 8,929,508 | 234,676 | 2.70% | 403,078,000 | Mar 31, 2024 |
| VANGUARD GROUP INC | 12.12% | 0.01% | 7,338,200 | 372,402 | 5.35% | 331,246,347 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.27% | 0.05% | 3,792,976 | 35,760 | 0.95% | 171,214,927 | Mar 31, 2024 |
| STATE STREET CORP | 4.85% | 0.01% | 2,934,413 | 72,769 | 2.54% | 132,459,403 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 4.66% | 0.04% | 2,819,358 | -66,676 | -2.31% | 127,265,821 | Mar 31, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.92% | 0.07% | 2,372,005 | -94,063 | -3.81% | 107,073,000 | Mar 31, 2024 |
| MACQUARIE GROUP LTD | 2.85% | 0.09% | 1,724,489 | -45,871 | -2.59% | 77,849,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.01% | 1,389,097 | 28,438 | 2.09% | 62,713,233 | Mar 31, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.14% | 0.33% | 1,293,281 | 160,090 | 14.13% | 58,378,704 | Mar 31, 2024 |
| ALLIANCEBERNSTEIN L.P. | 1.74% | 0.02% | 1,055,423 | -2,332 | -0.22% | 47,641,794 | Mar 31, 2024 |
| COOKE & BIELER LP | 1.64% | 0.41% | 994,849 | -29,060 | -2.84% | 44,907,484 | Mar 31, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.54% | 0.14% | 932,721 | -70,726 | -7.05% | 42,103,026 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.52% | 0.00% | 919,868 | 68,371 | 8.03% | 41,522,860,000 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.36% | 0.01% | 825,984 | -65,963 | -7.40% | 37,284,917 | Mar 31, 2024 |
| BROWN ADVISORY INC | 1.36% | 0.05% | 825,871 | 30,749 | 3.87% | 37,279,805 | Mar 31, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 1.36% | 0.98% | 823,497 | 1,705 | 0.21% | 37,172,655 | Mar 31, 2024 |
| INVESCO LTD. | 1.22% | 0.01% | 740,786 | 55,699 | 8.13% | 33,439,081 | Mar 31, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.15% | 0.03% | 695,728 | -58,252 | -7.73% | 31,405,162 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.13% | 0.02% | 685,901 | 228,705 | 50.02% | 30,961,571 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.01% | 676,410 | 34,515 | 5.38% | 30,533,147 | Mar 31, 2024 |
WSFS Financial's largest institutional shareholder is BLACKROCK INC., holding 14.75% of the company's total share outstanding, currently valued at $403.08M. The top 10 institutional shareholders own together 55.58% 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 | 1.36% | 0.98% | 823,497 | 1,705 | 0.21% | 37,172,655 | Mar 31, 2024 |
| SALZHAUER MICHAEL | 0.04% | 0.73% | 21,309 | - | - | 961,889 | Mar 31, 2024 |
| CORBYN INVESTMENT MANAGEMENT INC/MD | 0.06% | 0.70% | 35,060 | -24 | -0.07% | 1,582,608 | Mar 31, 2024 |
| SIENA CAPITAL PARTNERS GP, LLC | 0.07% | 0.66% | 43,819 | - | - | 1,977,990 | Mar 31, 2024 |
| COOKE & BIELER LP | 1.64% | 0.41% | 994,849 | -29,060 | -2.84% | 44,907,484 | Mar 31, 2024 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 0.03% | 0.41% | 19,000 | - | - | 857,660 | Mar 31, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.04% | 0.40% | 24,718 | -58 | -0.23% | 1,116,000 | Mar 31, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.14% | 0.33% | 1,293,281 | 160,090 | 14.13% | 58,378,704 | Mar 31, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | 0.02% | 0.30% | 10,339 | 10,339 | 100.00% | 466,702 | Mar 31, 2024 |
| LOKKEN INVESTMENT GROUP LLC | 0.02% | 0.27% | 11,879 | 1,001 | 9.20% | 536,201 | Mar 31, 2024 |
| OLYMPIAD RESEARCH LP | 0.01% | 0.25% | 8,483 | 8,483 | 100.00% | 382,923 | Mar 31, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | 0.02% | 0.24% | 14,103 | 14,103 | 100.00% | 636,609 | Mar 31, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.83% | 0.21% | 503,297 | -18,614 | -3.57% | 22,718,827 | Mar 31, 2024 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 0.02% | 0.20% | 9,270 | -3,465 | -27.21% | 418,448 | Mar 31, 2024 |
| MARSHALL FINANCIAL GROUP INC /ADV | 0.02% | 0.18% | 12,075 | - | - | 545,066 | Mar 31, 2024 |
| QUEST PARTNERS LLC | 0.04% | 0.18% | 22,401 | -12,817 | -36.39% | 1,011,181 | Mar 31, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.05% | 0.17% | 31,435 | 3,553 | 12.74% | 1,418,976 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.27% | 0.15% | 164,559 | - | - | 7,428,193 | Mar 31, 2024 |
| UNIVEST FINANCIAL CORP | 0.02% | 0.15% | 11,886 | - | - | 536,534 | Mar 31, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.54% | 0.14% | 932,721 | -70,726 | -7.05% | 42,103,026 | Mar 31, 2024 |
The largest WSFS Financial shareholder by % of total assets is PALISADE CAPITAL MANAGEMENT, LP. The company owns 823.50K shares of WSFS Financial (WSFS), representing 0.98% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ABRDN PLC | 1.06% | 0.06% | 640,030 | 640,030 | 100.00% | 28,890,954 | Mar 31, 2024 |
| VANGUARD GROUP INC | 12.12% | 0.01% | 7,338,200 | 372,402 | 5.35% | 331,246,347 | Mar 31, 2024 |
| BLACKROCK INC. | 14.75% | 0.01% | 8,929,508 | 234,676 | 2.70% | 403,078,000 | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.13% | 0.02% | 685,901 | 228,705 | 50.02% | 30,961,571 | Mar 31, 2024 |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 2.14% | 0.33% | 1,293,281 | 160,090 | 14.13% | 58,378,704 | Mar 31, 2024 |
| STATE STREET CORP | 4.85% | 0.01% | 2,934,413 | 72,769 | 2.54% | 132,459,403 | Mar 31, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.39% | 0.02% | 235,953 | 69,527 | 41.78% | 10,650,918 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.52% | 0.00% | 919,868 | 68,371 | 8.03% | 41,522,860,000 | Mar 31, 2024 |
| INVESCO LTD. | 1.22% | 0.01% | 740,786 | 55,699 | 8.13% | 33,439,081 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.33% | 0.00% | 201,985 | 53,292 | 35.84% | 9,119,000 | Mar 31, 2024 |
| BRYN MAWR TRUST CO | 0.09% | 0.09% | 52,795 | 52,795 | 100.00% | 2,383,168 | Mar 31, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.30% | 0.00% | 183,052 | 50,000 | 37.58% | 8,262,993 | Mar 31, 2024 |
| HSBC HOLDINGS PLC | 0.13% | 0.00% | 78,601 | 39,973 | 103.48% | 3,547,893 | Mar 31, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.01% | 36,870 | 36,870 | 100.00% | 1,664,312 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 6.27% | 0.05% | 3,792,976 | 35,760 | 0.95% | 171,214,927 | Mar 31, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.01% | 676,410 | 34,515 | 5.38% | 30,533,147 | Mar 31, 2024 |
| BROWN ADVISORY INC | 1.36% | 0.05% | 825,871 | 30,749 | 3.87% | 37,279,805 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.29% | 0.01% | 1,389,097 | 28,438 | 2.09% | 62,713,233 | Mar 31, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.05% | 0.01% | 27,754 | 27,754 | 100.00% | 1,252,816 | Mar 31, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.56% | 0.01% | 341,267 | 24,658 | 7.79% | 15,404,792 | Mar 31, 2024 |
As of Mar 31 2024, WSFS Financial's largest institutional buyer is ABRDN PLC. The company purchased 640.03K stocks of WSFS, valued at $28.89M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| JENNISON ASSOCIATES LLC | 0.57% | 0.01% | 346,227 | -186,833 | -35.05% | 15,628,687 | Mar 31, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -97,023 | -100.00% | - | Mar 31, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.92% | 0.07% | 2,372,005 | -94,063 | -3.81% | 107,073,000 | Mar 31, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.20% | 0.01% | 123,639 | -81,386 | -39.70% | 5,581,064 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -77,621 | -100.00% | - | Mar 31, 2024 |
| MORGAN STANLEY | 0.75% | 0.00% | 456,694 | -73,481 | -13.86% | 20,615,233 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.05% | 0.00% | 30,332 | -71,343 | -70.17% | 1,369,186 | Mar 31, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 1.54% | 0.14% | 932,721 | -70,726 | -7.05% | 42,103,026 | Mar 31, 2024 |
| FRANKLIN RESOURCES INC | 4.66% | 0.04% | 2,819,358 | -66,676 | -2.31% | 127,265,821 | Mar 31, 2024 |
| NORTHERN TRUST CORP | 1.36% | 0.01% | 825,984 | -65,963 | -7.40% | 37,284,917 | Mar 31, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.15% | 0.03% | 695,728 | -58,252 | -7.73% | 31,405,162 | Mar 31, 2024 |
| MACQUARIE GROUP LTD | 2.85% | 0.09% | 1,724,489 | -45,871 | -2.59% | 77,849,000 | Mar 31, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 6,509 | -38,819 | -85.64% | 293,816 | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -36,585 | -100.00% | - | Mar 31, 2024 |
| GOLDMAN SACHS GROUP INC | 0.39% | 0.00% | 235,855 | -35,818 | -13.18% | 10,646,505 | Mar 31, 2024 |
| BARCLAYS PLC | 0.16% | 0.00% | 98,111 | -31,711 | -24.43% | 4,428,000 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -31,314 | -100.00% | - | Mar 31, 2024 |
| ENGINEERS GATE MANAGER LP | 0.05% | 0.04% | 29,785 | -30,825 | -50.86% | 1,344,495 | Mar 31, 2024 |
| EAGLE ASSET MANAGEMENT INC | 0.43% | 0.06% | 258,254 | -30,775 | -10.65% | 11,409,661 | Mar 31, 2024 |
| COOKE & BIELER LP | 1.64% | 0.41% | 994,849 | -29,060 | -2.84% | 44,907,484 | Mar 31, 2024 |
As of Mar 31 2024, WSFS Financial's biggest institutional seller is JENNISON ASSOCIATES LLC. The company sold -0.19M shares of WSFS, valued at $15.63M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ABRDN PLC | 1.06% | 0.06% | 640,030 | 640,030 | 100.00% | 28,890,954 | Mar 31, 2024 |
| BRYN MAWR TRUST CO | 0.09% | 0.09% | 52,795 | 52,795 | 100.00% | 2,383,168 | Mar 31, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.06% | 0.01% | 36,870 | 36,870 | 100.00% | 1,664,312 | Mar 31, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 0.05% | 0.01% | 27,754 | 27,754 | 100.00% | 1,252,816 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.00% | 21,012 | 21,012 | 100.00% | 948,000 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.03% | 0.00% | 17,923 | 17,923 | 100.00% | 809,044 | Mar 31, 2024 |
| ALPHA DNA INVESTMENT MANAGEMENT LLC | 0.02% | 0.24% | 14,103 | 14,103 | 100.00% | 636,609 | Mar 31, 2024 |
| SEMANTEON CAPITAL MANAGEMENT, LP | 0.02% | 0.30% | 10,339 | 10,339 | 100.00% | 466,702 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 6,400 | 6,400 | 100.00% | 288,896 | Mar 31, 2024 |
| GUGGENHEIM CAPITAL LLC | 0.01% | 0.00% | 5,856 | 5,856 | 100.00% | 264,339 | Mar 31, 2024 |
| BAILARD, INC. | 0.01% | 0.01% | 4,800 | 4,800 | 100.00% | 216,672 | Mar 31, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.01% | 0.00% | 4,689 | 4,689 | 100.00% | 211,661 | Mar 31, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.01% | 0.00% | 4,522 | 4,522 | 100.00% | 203,000 | Mar 31, 2024 |
| AXS INVESTMENTS LLC | 0.01% | 0.07% | 4,285 | 4,285 | 100.00% | 193,425 | Mar 31, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.06% | 986 | 986 | 100.00% | 500,630 | Mar 31, 2024 |
| NOMURA ASSET MANAGEMENT CO LTD | 0.00% | 0.00% | 470 | 470 | 100.00% | 21,216 | Mar 31, 2024 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 0.00% | 0.01% | 186 | 186 | 100.00% | 8,397 | Mar 31, 2024 |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.00% | 123 | 123 | 100.00% | 5,542 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | - | 85 | 85 | 100.00% | 3,755,000 | Mar 31, 2024 |
| UMB BANK, N.A. | - | - | 26 | 26 | 100.00% | 1,174 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | 13 | 13 | 100.00% | 586 | Mar 31, 2024 |
WSFS Financial's largest new institutional shareholder by number of shares is ABRDN PLC, purchased 640.03K shares, valued at $28.89M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TUDOR INVESTMENT CORP ET AL | - | - | - | -97,023 | -100.00% | - | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -77,621 | -100.00% | - | Mar 31, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -36,585 | -100.00% | - | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -31,314 | -100.00% | - | Mar 31, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -20,730 | -100.00% | - | Mar 31, 2024 |
| WAKEFIELD ASSET MANAGEMENT LLLP | - | - | - | -20,451 | -100.00% | - | Mar 31, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -17,033 | -100.00% | - | Mar 31, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -14,550 | -100.00% | - | Mar 31, 2024 |
| HRT FINANCIAL LP | - | - | - | -14,047 | -100.00% | - | Mar 31, 2024 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | - | - | - | -13,995 | -100.00% | - | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -13,750 | -100.00% | - | Mar 31, 2024 |
| MILL CREEK CAPITAL ADVISORS, LLC | - | - | - | -11,495 | -100.00% | - | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | - | - | - | -9,459 | -100.00% | - | Mar 31, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -6,819 | -100.00% | - | Mar 31, 2024 |
| ALPHAMARK ADVISORS, LLC | - | - | - | -6,602 | -100.00% | - | Mar 31, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -5,815 | -100.00% | - | Mar 31, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -5,721 | -100.00% | - | Mar 31, 2024 |
| AXQ CAPITAL, LP | - | - | - | -4,700 | -100.00% | - | Mar 31, 2024 |
| TOWER BRIDGE ADVISORS | - | - | - | -4,582 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -3,136 | -100.00% | - | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -827 | -100.00% | - | Mar 31, 2024 |
| RONALD BLUE TRUST, INC. | - | - | - | -67 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -4 | -100.00% | - | Mar 31, 2024 |
WSFS Financial's largest sold out institutional shareholder by shares sold is TUDOR INVESTMENT CORP ET AL, sold -97.02K shares, valued at -, as of undefined.
WSFS Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AMG FUNDS | 2.01% | 224,100 | - | - | Jan 31, 2024 |
| 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 |
| NUVEEN INVESTMENT TRUST | 0.25% | 100,645 | - | - | Dec 31, 2023 |
| GREENSPRING FUND INC | 0.24% | 33,305 | - | - | Jun 30, 2023 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.20% | 1,462,128 | -49,300 | -3.26% | Dec 31, 2023 |
| STATE STREET INSTITUTIONAL FUNDS | 0.19% | 177,012 | -3,180 | -1.76% | Dec 31, 2023 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.17% | 222,325 | -23,891 | -9.70% | Dec 31, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.16% | 151,213 | 12,203 | 8.78% | Feb 29, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.16% | 576,416 | - | - | Dec 31, 2023 |
| Monteagle Funds | 0.15% | 6,300 | - | - | Feb 29, 2024 |
| Walthausen Funds | 0.13% | 4,530 | - | - | Apr 30, 2023 |
| World Funds Trust | 0.12% | 68,278 | - | - | Jan 31, 2024 |
| ROYCE CAPITAL FUND | 0.11% | 40,099 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.09% | 58,275 | 3,549 | 6.49% | Feb 29, 2024 |
| Total Fund Solution | 0.09% | 32,805 | -500 | -1.50% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.09% | 42,588 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.08% | 367,941 | -28,411 | -7.17% | Feb 29, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.08% | 51,500 | 23,500 | 83.93% | Dec 31, 2023 |
| Vericimetry Funds | 0.07% | 7,531 | 1,680 | 28.71% | Dec 31, 2023 |
| AB CAP FUND, INC. | 0.07% | 184,673 | -33,826 | -15.48% | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.06% | 151,059 | - | - | Dec 29, 2023 |
| 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. | 0.04% | 22,500 | - | - | Dec 31, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.03% | 25,500 | - | - | Dec 31, 2023 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.03% | 152,562 | - | - | Dec 29, 2023 |
| EATON VANCE GROWTH TRUST | 0.03% | 84,667 | - | - | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.03% | 16,242 | -1,322 | -7.53% | Apr 30, 2021 |
| DELAWARE GROUP EQUITY FUNDS V | 0.02% | 1,297,490 | -5,270 | -0.40% | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,256 | 2 | 0.02% | Dec 31, 2023 |
| UNIFIED SERIES TRUST | 0.02% | 81,949 | - | - | Feb 29, 2024 |
| HENNESSY FUNDS TRUST | 0.02% | 38,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.02% | 318,165 | - | - | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.02% | 68,008 | -12,393 | -15.41% | Jan 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 94,352 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 6,338,148 | 887,672 | 16.29% | Dec 31, 2023 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 65,870 | - | - | Dec 29, 2023 |
| abrdn Funds | 0.01% | 168,514 | -113,026 | -40.15% | Jan 31, 2024 |
| Brown Advisory Funds | 0.01% | 457,889 | -14,625 | -3.10% | Dec 31, 2023 |
| Guggenheim Variable Funds Trust | 0.01% | 40,603 | - | - | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,294 | - | - | Dec 31, 2023 |
| CLEARWATER INVESTMENT TRUST | 0.01% | 82,359 | -9,100 | -9.95% | Dec 29, 2023 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 17,885 | - | - | Feb 29, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 10,052 | - | - | Dec 31, 2023 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 39,874 | - | - | Jan 31, 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 | - | - | Dec 31, 2023 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 233,905 | 9,337 | 4.16% | Dec 31, 2023 |
| Bernstein Fund Inc | 0.01% | 64,100 | 16,030 | 33.35% | Dec 31, 2023 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 18,659 | 279 | 1.52% | Feb 29, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 308,921 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.01% | 12,292 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 611,188 | 240,981 | 65.09% | Feb 29, 2024 |
| KP Funds | 0.00% | 192,070 | 11,480 | 6.36% | Sep 30, 2020 |
| DELAWARE VIP TRUST | 0.00% | 11,329 | - | - | Dec 29, 2023 |
| VANGUARD HORIZON FUNDS | 0.00% | 72,844 | 8,488 | 13.19% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 31,425 | 10,535 | 50.43% | Dec 31, 2023 |
| 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 |
| Calvert Variable Products, Inc. | 0.00% | 6,343 | 255 | 4.19% | Dec 31, 2023 |
| FIDELITY ADVISOR SERIES I | 0.00% | 469,889 | - | - | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 157,700 | - | - | Feb 29, 2024 |
| FundVantage Trust | 0.00% | 11,481 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.00% | 81,369 | - | - | Dec 29, 2023 |
| 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 |
| SCHWAB STRATEGIC TRUST | 0.00% | 437,794 | 19,068 | 4.55% | Feb 29, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 22,200 | - | - | Dec 31, 2023 |
| Principal Exchange-Traded Funds | 0.00% | 26,997 | 26,527 | 5644.04% | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.00% | 37,086 | - | - | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.00% | 68 | - | - | Dec 31, 2023 |
| 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 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 23,500 | - | - | Dec 31, 2023 |
| 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 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 7,203 | -266 | -3.56% | Dec 31, 2023 |
| JOHNSON MUTUAL FUNDS TRUST | 0.00% | 37,000 | - | - | Dec 31, 2023 |
| Ivy Variable Insurance Portfolios | 0.00% | 33,375 | 699 | 2.14% | Dec 29, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 41,209 | - | - | Dec 31, 2023 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 474,471 | -26,186 | -5.23% | Dec 31, 2023 |
| Nushares ETF Trust | 0.00% | 10,062 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 40,934 | 13,061 | 46.86% | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.00% | 941 | - | - | Dec 31, 2023 |
| STEWARD FUNDS, INC. | 0.00% | 2,639 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 4,185 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 6,983 | - | - | Aug 31, 2023 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 126,340 | -6,565 | -4.94% | Dec 31, 2023 |
| TIMOTHY PLAN | 0.00% | 4,397 | - | - | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 16,321 | - | - | Feb 29, 2024 |
| ADVISORS SERIES TRUST | 0.00% | 22,040 | - | - | Feb 29, 2024 |
| TARGET PORTFOLIO TRUST | 0.00% | 18,900 | 4,000 | 26.85% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 2,438 | 1,384 | 131.31% | Dec 31, 2023 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 43,131 | -825 | -1.88% | Dec 31, 2023 |
WSFS Financial's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 224.10K shares, compromising 2.01% of its total assets.
WSFS Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 237 | -1.25% |
| 31 Dec, 23 | 240 | 12.68% |
| 30 Sep, 23 | 213 | 5.45% |
| 30 Jun, 23 | 202 | -8.18% |
| 31 Mar, 23 | 220 | -3.93% |
| 31 Dec, 22 | 229 | 0.44% |
| 30 Sep, 22 | 228 | 1.79% |
| 30 Jun, 22 | 224 | 0.45% |
| 31 Mar, 22 | 223 | 13.78% |
| 31 Dec, 21 | 196 | 5.95% |
| 30 Sep, 21 | 185 | - |
| 30 Jun, 21 | 185 | -0.54% |
| 31 Mar, 21 | 186 | 12.73% |
| 31 Dec, 20 | 165 | 13.01% |
| 30 Sep, 20 | 146 | -11.52% |
| 30 Jun, 20 | 165 | 8.55% |
| 31 Mar, 20 | 152 | -13.14% |
| 31 Dec, 19 | 175 | 8.02% |
| 30 Sep, 19 | 162 | -4.14% |
| 30 Jun, 19 | 169 | -9.14% |
| 31 Mar, 19 | 186 | 26.53% |
| 31 Dec, 18 | 147 | -6.96% |
| 30 Sep, 18 | 158 | 3.95% |
| 30 Jun, 18 | 152 | 7.04% |
| 31 Mar, 18 | 142 | -0.70% |
| 31 Dec, 17 | 143 | 2.14% |
| 30 Sep, 17 | 140 | -2.78% |
| 30 Jun, 17 | 144 | -1.37% |
| 31 Mar, 17 | 146 | -2.01% |
| 31 Dec, 16 | 149 | 9.56% |
| 30 Sep, 16 | 136 | 1.49% |
| 30 Jun, 16 | 134 | 11.67% |
| 31 Mar, 16 | 120 | 3.45% |
| 31 Dec, 15 | 116 | 5.45% |
| 30 Sep, 15 | 110 | -6.78% |
| 30 Jun, 15 | 118 | 2.61% |
| 31 Mar, 15 | 115 | -5.74% |
| 31 Dec, 14 | 122 | -0.81% |
| 30 Sep, 14 | 123 | 5.13% |
| 30 Jun, 14 | 117 | 0.86% |
| 31 Mar, 14 | 116 | 3.57% |
| 31 Dec, 13 | 112 | 9.80% |
| 30 Sep, 13 | 102 | 7.37% |
| 30 Jun, 13 | 95 | 227.59% |
| 31 Mar, 13 | 29 | -21.62% |
| 31 Dec, 12 | 37 | -2.63% |
| 30 Sep, 12 | 38 | 5.56% |
| 30 Jun, 12 | 36 | - |
| 31 Mar, 12 | 36 | 28.57% |
| 31 Dec, 11 | 28 | 3.70% |
| 30 Sep, 11 | 27 | -3.57% |
| 30 Jun, 11 | 28 | -6.67% |
| 31 Mar, 11 | 30 | 30.43% |
| 31 Dec, 10 | 23 | -8.00% |
| 30 Sep, 10 | 25 | 8.70% |
| 30 Jun, 10 | 23 | 4.55% |
| 31 Mar, 10 | 22 | 29.41% |
| 31 Dec, 09 | 17 | -10.53% |
| 30 Sep, 09 | 19 | -24.00% |
| 30 Jun, 09 | 25 | - |
| 31 Mar, 09 | 25 | -10.71% |
| 31 Dec, 08 | 28 | -20.00% |
| 30 Sep, 08 | 35 | 25.00% |
| 30 Jun, 08 | 28 | 7.69% |
| 31 Mar, 08 | 26 | -10.34% |
| 31 Dec, 07 | 29 | 16.00% |
| 30 Sep, 07 | 25 | - |
| 30 Jun, 07 | 25 | 4.17% |
| 31 Mar, 07 | 24 | -17.24% |
| 31 Dec, 06 | 29 | 26.09% |
| 30 Sep, 06 | 23 | 21.05% |
| 30 Jun, 06 | 19 | -5.00% |
| 31 Mar, 06 | 20 | 11.11% |
| 31 Dec, 05 | 18 | 5.88% |
| 30 Sep, 05 | 17 | 6.25% |
| 30 Jun, 05 | 16 | -5.88% |
| 31 Mar, 05 | 17 | 6.25% |
| 31 Dec, 04 | 16 | 14.29% |
| 30 Sep, 04 | 14 | -17.65% |
| 30 Jun, 04 | 17 | -26.09% |
| 31 Mar, 04 | 23 | 35.29% |
| 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 | 44.44% |
| 30 Sep, 02 | 9 | 12.50% |
| 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 31 Mar 24, 237 institutions are holding WSFS Financial's shares, representing a decrease of -1.25% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 53,256,399 | 0.16% |
| 31 Dec, 23 | 53,170,705 | 1.69% |
| 30 Sep, 23 | 52,288,042 | -0.99% |
| 30 Jun, 23 | 52,809,484 | -1.92% |
| 31 Mar, 23 | 53,844,725 | -0.59% |
| 31 Dec, 22 | 54,163,112 | -0.86% |
| 30 Sep, 22 | 54,634,899 | -2.56% |
| 30 Jun, 22 | 56,070,495 | -1.24% |
| 31 Mar, 22 | 56,775,340 | 26.48% |
| 31 Dec, 21 | 44,889,376 | 4.20% |
| 30 Sep, 21 | 43,078,920 | 1.43% |
| 30 Jun, 21 | 42,473,580 | -1.58% |
| 31 Mar, 21 | 43,153,966 | 3.42% |
| 31 Dec, 20 | 41,728,566 | -3.11% |
| 30 Sep, 20 | 43,066,241 | -0.20% |
| 30 Jun, 20 | 43,154,311 | 1.00% |
| 31 Mar, 20 | 42,727,799 | -0.71% |
| 31 Dec, 19 | 43,033,486 | -1.51% |
| 30 Sep, 19 | 43,694,776 | -0.02% |
| 30 Jun, 19 | 43,705,363 | 2.58% |
| 31 Mar, 19 | 42,605,212 | 54.74% |
| 31 Dec, 18 | 27,533,177 | 2.00% |
| 30 Sep, 18 | 26,993,150 | 7.01% |
| 30 Jun, 18 | 25,224,450 | -0.53% |
| 31 Mar, 18 | 25,358,469 | 0.85% |
| 31 Dec, 17 | 25,143,581 | -1.32% |
| 30 Sep, 17 | 25,479,785 | 2.74% |
| 30 Jun, 17 | 24,799,538 | 1.17% |
| 31 Mar, 17 | 24,511,599 | 2.21% |
| 31 Dec, 16 | 23,981,550 | 3.65% |
| 30 Sep, 16 | 23,137,563 | 1.56% |
| 30 Jun, 16 | 22,781,088 | 0.02% |
| 31 Mar, 16 | 22,776,328 | 2.39% |
| 31 Dec, 15 | 22,243,788 | 3.34% |
| 30 Sep, 15 | 21,525,193 | -3.12% |
| 30 Jun, 15 | 22,218,597 | 206.69% |
| 31 Mar, 15 | 7,244,526 | 4.15% |
| 31 Dec, 14 | 6,955,679 | 1.24% |
| 30 Sep, 14 | 6,870,660 | 1.73% |
| 30 Jun, 14 | 6,753,705 | 1.63% |
| 31 Mar, 14 | 6,645,080 | -0.66% |
| 31 Dec, 13 | 6,689,480 | 4.50% |
| 30 Sep, 13 | 6,401,639 | 0.98% |
| 30 Jun, 13 | 6,339,778 | 149.02% |
| 31 Mar, 13 | 2,545,875 | -16.93% |
| 31 Dec, 12 | 3,064,575 | 0.46% |
| 30 Sep, 12 | 3,050,460 | 1.05% |
| 30 Jun, 12 | 3,018,779 | -2.27% |
| 31 Mar, 12 | 3,088,802 | -1.90% |
| 31 Dec, 11 | 3,148,478 | -3.95% |
| 30 Sep, 11 | 3,277,909 | -6.20% |
| 30 Jun, 11 | 3,494,481 | 22.23% |
| 31 Mar, 11 | 2,858,865 | 12.51% |
| 31 Dec, 10 | 2,541,070 | 3.19% |
| 30 Sep, 10 | 2,462,615 | 65.82% |
| 30 Jun, 10 | 1,485,144 | -0.20% |
| 31 Mar, 10 | 1,488,070 | 14.42% |
| 31 Dec, 09 | 1,300,574 | 32.14% |
| 30 Sep, 09 | 984,257 | -17.25% |
| 30 Jun, 09 | 1,189,373 | 5.05% |
| 31 Mar, 09 | 1,132,237 | -25.20% |
| 31 Dec, 08 | 1,513,613 | 24.49% |
| 30 Sep, 08 | 1,215,852 | -0.75% |
| 30 Jun, 08 | 1,225,032 | 16.27% |
| 31 Mar, 08 | 1,053,634 | -31.15% |
| 31 Dec, 07 | 1,530,358 | 10.56% |
| 30 Sep, 07 | 1,384,224 | -3.84% |
| 30 Jun, 07 | 1,439,477 | 23.37% |
| 31 Mar, 07 | 1,166,765 | -13.93% |
| 31 Dec, 06 | 1,355,582 | 2.71% |
| 30 Sep, 06 | 1,319,804 | 4.15% |
| 30 Jun, 06 | 1,267,243 | 2.60% |
| 31 Mar, 06 | 1,235,106 | 1.50% |
| 31 Dec, 05 | 1,216,885 | 136.29% |
| 30 Sep, 05 | 514,991 | 23.96% |
| 30 Jun, 05 | 415,439 | -3.69% |
| 31 Mar, 05 | 431,347 | 10.91% |
| 31 Dec, 04 | 388,926 | 22.95% |
| 30 Sep, 04 | 316,331 | -19.86% |
| 30 Jun, 04 | 394,715 | -36.14% |
| 31 Mar, 04 | 618,114 | 62.84% |
| 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 | 3.61% |
| 30 Sep, 02 | 409,695 | 19.55% |
| 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 53.26M shares outstanding as of 31 Mar 24, up 0.16% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 87.97% | 1.15% |
| 31 Dec, 23 | 87.56% | 1.21% |
| 30 Sep, 23 | 85.09% | 1.15% |
| 30 Jun, 23 | 86.03% | 1.12% |
| 31 Mar, 23 | 87.71% | 1.14% |
| 31 Dec, 22 | 87.91% | 1.13% |
| 30 Sep, 22 | 88.19% | 1.13% |
| 30 Jun, 22 | 88.18% | 1.15% |
| 31 Mar, 22 | 87.70% | 0.98% |
| 31 Dec, 21 | 94.43% | 1.15% |
| 30 Sep, 21 | 90.60% | 1.13% |
| 30 Jun, 21 | 89.35% | 1.08% |
| 31 Mar, 21 | 90.85% | 1.19% |
| 31 Dec, 20 | 87.38% | 1.21% |
| 30 Sep, 20 | 84.99% | 1.17% |
| 30 Jun, 20 | 85.18% | 1.20% |
| 31 Mar, 20 | 84.39% | 1.11% |
| 31 Dec, 19 | 87.29% | 1.26% |
| 30 Sep, 19 | 83.32% | 1.24% |
| 30 Jun, 19 | 82.10% | 1.28% |
| 31 Mar, 19 | 80.19% | 1.04% |
| 31 Dec, 18 | 87.76% | 1.22% |
| 30 Sep, 18 | 84.75% | 1.34% |
| 30 Jun, 18 | 79.56% | 1.27% |
| 31 Mar, 18 | 79.24% | 1.24% |
| 31 Dec, 17 | 80.03% | 1.22% |
| 30 Sep, 17 | 81.12% | 1.30% |
| 30 Jun, 17 | 78.89% | 1.30% |
| 31 Mar, 17 | 77.92% | 1.33% |
| 31 Dec, 16 | 76.40% | 1.40% |
| 30 Sep, 16 | 73.84% | 1.24% |
| 30 Jun, 16 | 77.10% | 1.30% |
| 31 Mar, 16 | 77.15% | 1.38% |
| 31 Dec, 15 | 74.74% | 1.21% |
| 30 Sep, 15 | 78.58% | 1.24% |
| 30 Jun, 15 | 79.61% | 12.12% |
| 31 Mar, 15 | 25.63% | 4.22% |
| 31 Dec, 14 | 24.66% | 4.15% |
| 30 Sep, 14 | 24.38% | 3.83% |
| 30 Jun, 14 | 25.23% | 4.08% |
| 31 Mar, 14 | 24.86% | 3.96% |
| 31 Dec, 13 | 25.07% | 4.31% |
| 30 Sep, 13 | 24.13% | 4.20% |
| 30 Jun, 13 | 23.97% | 25.74% |
| 31 Mar, 13 | 9.65% | 7.12% |
| 31 Dec, 12 | 11.64% | 8.59% |
| 30 Sep, 12 | 11.64% | 8.72% |
| 30 Jun, 12 | 11.56% | 8.26% |
| 31 Mar, 12 | 11.83% | 8.09% |
| 31 Dec, 11 | 12.09% | 7.51% |
| 30 Sep, 11 | 12.69% | 6.92% |
| 30 Jun, 11 | 13.54% | 11.01% |
| 31 Mar, 11 | 11.09% | 11.23% |
| 31 Dec, 10 | 9.94% | 10.64% |
| 30 Sep, 10 | 9.66% | 19.78% |
| 30 Jun, 10 | 6.99% | 14.31% |
| 31 Mar, 10 | 6.99% | 18.73% |
| 31 Dec, 09 | 6.11% | 21.69% |
| 30 Sep, 09 | 5.31% | 12.87% |
| 30 Jun, 09 | 6.42% | 17.18% |
| 31 Mar, 09 | 6.11% | 9.15% |
| 31 Dec, 08 | 8.17% | 18.80% |
| 30 Sep, 08 | 6.59% | 14.91% |
| 30 Jun, 08 | 6.65% | 20.68% |
| 31 Mar, 08 | 5.67% | 8.36% |
| 31 Dec, 07 | 8.24% | 15.19% |
| 30 Sep, 07 | 7.36% | 12.64% |
| 30 Jun, 07 | 7.63% | 21.58% |
| 31 Mar, 07 | 5.95% | 12.45% |
| 31 Dec, 06 | 6.91% | 15.88% |
| 30 Sep, 06 | 6.60% | 16.28% |
| 30 Jun, 06 | 6.37% | 16.43% |
| 31 Mar, 06 | 6.23% | 16.55% |
| 31 Dec, 05 | 6.13% | 91.03% |
| 30 Sep, 05 | 2.60% | 64.66% |
| 30 Jun, 05 | 2.00% | 48.48% |
| 31 Mar, 05 | 2.03% | 61.92% |
| 31 Dec, 04 | 1.81% | 80.89% |
| 30 Sep, 04 | 1.50% | 44.86% |
| 30 Jun, 04 | 1.83% | 23.30% |
| 31 Mar, 04 | 2.80% | 94.72% |
| 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% | 51.37% |
| 31 Dec, 02 | 1.56% | 69.40% |
| 30 Sep, 02 | 1.50% | 95.16% |
| 30 Jun, 02 | 1.25% | 132.38% |
| 31 Mar, 02 | 0.97% | 110.44% |
| 31 Dec, 01 | 0.94% | 53.95% |
| 30 Sep, 01 | 1.32% | 56.65% |
| 30 Jun, 01 | 1.53% | 63.16% |
| 31 Mar, 01 | 1.55% | 37.77% |
| 31 Dec, 00 | 2.03% | 106.33% |
| 30 Sep, 00 | 1.38% | 56.48% |
| 30 Jun, 00 | 1.56% | 322.89% |
| 31 Mar, 00 | 0.70% | 119.33% |
| 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 31 Mar 24, WSFS Financial is held by 87.97% institutional shareholders, representing a 1.15% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 91 | -26.02% |
| 31 Dec, 23 | 123 | 36.67% |
| 30 Sep, 23 | 90 | 11.11% |
| 30 Jun, 23 | 81 | -11.96% |
| 31 Mar, 23 | 92 | 12.20% |
| 31 Dec, 22 | 82 | -7.87% |
| 30 Sep, 22 | 89 | 3.49% |
| 30 Jun, 22 | 86 | -48.50% |
| 31 Mar, 22 | 167 | 50.45% |
| 31 Dec, 21 | 111 | 23.33% |
| 30 Sep, 21 | 90 | 23.29% |
| 30 Jun, 21 | 73 | -23.96% |
| 31 Mar, 21 | 96 | 20.00% |
| 31 Dec, 20 | 80 | 8.11% |
| 30 Sep, 20 | 74 | -27.45% |
| 30 Jun, 20 | 102 | 47.83% |
| 31 Mar, 20 | 69 | -8.00% |
| 31 Dec, 19 | 75 | 13.64% |
| 30 Sep, 19 | 66 | -17.50% |
| 30 Jun, 19 | 80 | -37.98% |
| 31 Mar, 19 | 129 | 76.71% |
| 31 Dec, 18 | 73 | -17.98% |
| 30 Sep, 18 | 89 | 30.88% |
| 30 Jun, 18 | 68 | 4.62% |
| 31 Mar, 18 | 65 | - |
| 31 Dec, 17 | 65 | 10.17% |
| 30 Sep, 17 | 59 | -14.49% |
| 30 Jun, 17 | 69 | -4.17% |
| 31 Mar, 17 | 72 | -14.29% |
| 31 Dec, 16 | 84 | 40.00% |
| 30 Sep, 16 | 60 | 1.69% |
| 30 Jun, 16 | 59 | - |
| 31 Mar, 16 | 59 | -3.28% |
| 31 Dec, 15 | 61 | 45.24% |
| 30 Sep, 15 | 42 | -64.10% |
| 30 Jun, 15 | 117 | 138.78% |
| 31 Mar, 15 | 49 | -5.77% |
| 31 Dec, 14 | 52 | 1.96% |
| 30 Sep, 14 | 51 | -5.56% |
| 30 Jun, 14 | 54 | 20.00% |
| 31 Mar, 14 | 45 | -29.69% |
| 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 | 29.41% |
| 30 Jun, 12 | 17 | -19.05% |
| 31 Mar, 12 | 21 | 40.00% |
| 31 Dec, 11 | 15 | 66.67% |
| 30 Sep, 11 | 9 | -43.75% |
| 30 Jun, 11 | 16 | 14.29% |
| 31 Mar, 11 | 14 | 27.27% |
| 31 Dec, 10 | 11 | -8.33% |
| 30 Sep, 10 | 12 | 71.43% |
| 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 | - |
| 31 Mar, 09 | 13 | -31.58% |
| 31 Dec, 08 | 19 | -9.52% |
| 30 Sep, 08 | 21 | - |
| 30 Jun, 08 | 21 | 90.91% |
| 31 Mar, 08 | 11 | -21.43% |
| 31 Dec, 07 | 14 | 16.67% |
| 30 Sep, 07 | 12 | -33.33% |
| 30 Jun, 07 | 18 | 38.46% |
| 31 Mar, 07 | 13 | -7.14% |
| 31 Dec, 06 | 14 | 7.69% |
| 30 Sep, 06 | 13 | 30.00% |
| 30 Jun, 06 | 10 | -23.08% |
| 31 Mar, 06 | 13 | - |
| 31 Dec, 05 | 13 | 44.44% |
| 30 Sep, 05 | 9 | - |
| 30 Jun, 05 | 9 | -18.18% |
| 31 Mar, 05 | 11 | 57.14% |
| 31 Dec, 04 | 7 | 75.00% |
| 30 Sep, 04 | 4 | -20.00% |
| 30 Jun, 04 | 5 | -58.33% |
| 31 Mar, 04 | 12 | 50.00% |
| 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 | 80.00% |
| 30 Sep, 02 | 5 | -16.67% |
| 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 | - |
91 institutional shareholders have increased their position in WSFS stock as of 31 Mar 24 compared to 123 in the previous quarter (a -26.02% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 97 | 27.63% |
| 31 Dec, 23 | 76 | -3.80% |
| 30 Sep, 23 | 79 | -7.06% |
| 30 Jun, 23 | 85 | 4.94% |
| 31 Mar, 23 | 81 | -18.18% |
| 31 Dec, 22 | 99 | 4.21% |
| 30 Sep, 22 | 95 | -4.04% |
| 30 Jun, 22 | 99 | 160.53% |
| 31 Mar, 22 | 38 | -25.49% |
| 31 Dec, 21 | 51 | -22.73% |
| 30 Sep, 21 | 66 | -12.00% |
| 30 Jun, 21 | 75 | 13.64% |
| 31 Mar, 21 | 66 | 3.13% |
| 31 Dec, 20 | 64 | 25.49% |
| 30 Sep, 20 | 51 | 30.77% |
| 30 Jun, 20 | 39 | -25.00% |
| 31 Mar, 20 | 52 | -18.75% |
| 31 Dec, 19 | 64 | 10.34% |
| 30 Sep, 19 | 58 | 1.75% |
| 30 Jun, 19 | 57 | 35.71% |
| 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 | -7.84% |
| 31 Dec, 17 | 51 | -3.77% |
| 30 Sep, 17 | 53 | 6.00% |
| 30 Jun, 17 | 50 | 2.04% |
| 31 Mar, 17 | 49 | 13.95% |
| 31 Dec, 16 | 43 | -17.31% |
| 30 Sep, 16 | 52 | - |
| 30 Jun, 16 | 52 | 30.00% |
| 31 Mar, 16 | 40 | - |
| 31 Dec, 15 | 40 | -2.44% |
| 30 Sep, 15 | 41 | 4000.00% |
| 30 Jun, 15 | 1 | -97.14% |
| 31 Mar, 15 | 35 | -14.63% |
| 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 | -2.86% |
| 30 Sep, 13 | 35 | 250.00% |
| 30 Jun, 13 | 10 | 66.67% |
| 31 Mar, 13 | 6 | -57.14% |
| 31 Dec, 12 | 14 | 55.56% |
| 30 Sep, 12 | 9 | -10.00% |
| 30 Jun, 12 | 10 | 25.00% |
| 31 Mar, 12 | 8 | 14.29% |
| 31 Dec, 11 | 7 | -36.36% |
| 30 Sep, 11 | 11 | 57.14% |
| 30 Jun, 11 | 7 | -22.22% |
| 31 Mar, 11 | 9 | 28.57% |
| 31 Dec, 10 | 7 | 40.00% |
| 30 Sep, 10 | 5 | -54.55% |
| 30 Jun, 10 | 11 | 120.00% |
| 31 Mar, 10 | 5 | 25.00% |
| 31 Dec, 09 | 4 | -33.33% |
| 30 Sep, 09 | 6 | -14.29% |
| 30 Jun, 09 | 7 | -12.50% |
| 31 Mar, 09 | 8 | 14.29% |
| 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 | 50.00% |
| 31 Dec, 05 | 4 | 33.33% |
| 30 Sep, 05 | 3 | -40.00% |
| 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 | - | - |
97 institutional shareholders have reduced their position in WSFS stock as of 31 Mar 24 compared to 76 in the previous quarter (a 27.63% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 237 | -1.25% | 53,256,399 | 0.16% | 87.97% | 1.15% | 91 | -26.02% | 97 | 27.63% |
| 31 Dec, 23 | 240 | 12.68% | 53,170,705 | 1.69% | 87.56% | 1.21% | 123 | 36.67% | 76 | -3.80% |
| 30 Sep, 23 | 213 | 5.45% | 52,288,042 | -0.99% | 85.09% | 1.15% | 90 | 11.11% | 79 | -7.06% |
| 30 Jun, 23 | 202 | -8.18% | 52,809,484 | -1.92% | 86.03% | 1.12% | 81 | -11.96% | 85 | 4.94% |
| 31 Mar, 23 | 220 | -3.93% | 53,844,725 | -0.59% | 87.71% | 1.14% | 92 | 12.20% | 81 | -18.18% |
| 31 Dec, 22 | 229 | 0.44% | 54,163,112 | -0.86% | 87.91% | 1.13% | 82 | -7.87% | 99 | 4.21% |
| 30 Sep, 22 | 228 | 1.79% | 54,634,899 | -2.56% | 88.19% | 1.13% | 89 | 3.49% | 95 | -4.04% |
| 30 Jun, 22 | 224 | 0.45% | 56,070,495 | -1.24% | 88.18% | 1.15% | 86 | -48.50% | 99 | 160.53% |
| 31 Mar, 22 | 223 | 13.78% | 56,775,340 | 26.48% | 87.70% | 0.98% | 167 | 50.45% | 38 | -25.49% |
| 31 Dec, 21 | 196 | 5.95% | 44,889,376 | 4.20% | 94.43% | 1.15% | 111 | 23.33% | 51 | -22.73% |
| 30 Sep, 21 | 185 | - | 43,078,920 | 1.43% | 90.60% | 1.13% | 90 | 23.29% | 66 | -12.00% |
| 30 Jun, 21 | 185 | -0.54% | 42,473,580 | -1.58% | 89.35% | 1.08% | 73 | -23.96% | 75 | 13.64% |
| 31 Mar, 21 | 186 | 12.73% | 43,153,966 | 3.42% | 90.85% | 1.19% | 96 | 20.00% | 66 | 3.13% |
| 31 Dec, 20 | 165 | 13.01% | 41,728,566 | -3.11% | 87.38% | 1.21% | 80 | 8.11% | 64 | 25.49% |
| 30 Sep, 20 | 146 | -11.52% | 43,066,241 | -0.20% | 84.99% | 1.17% | 74 | -27.45% | 51 | 30.77% |
| 30 Jun, 20 | 165 | 8.55% | 43,154,311 | 1.00% | 85.18% | 1.20% | 102 | 47.83% | 39 | -25.00% |
| 31 Mar, 20 | 152 | -13.14% | 42,727,799 | -0.71% | 84.39% | 1.11% | 69 | -8.00% | 52 | -18.75% |
| 31 Dec, 19 | 175 | 8.02% | 43,033,486 | -1.51% | 87.29% | 1.26% | 75 | 13.64% | 64 | 10.34% |
| 30 Sep, 19 | 162 | -4.14% | 43,694,776 | -0.02% | 83.32% | 1.24% | 66 | -17.50% | 58 | 1.75% |
| 30 Jun, 19 | 169 | -9.14% | 43,705,363 | 2.58% | 82.10% | 1.28% | 80 | -37.98% | 57 | 35.71% |
| 31 Mar, 19 | 186 | 26.53% | 42,605,212 | 54.74% | 80.19% | 1.04% | 129 | 76.71% | 42 | -22.22% |
| 31 Dec, 18 | 147 | -6.96% | 27,533,177 | 2.00% | 87.76% | 1.22% | 73 | -17.98% | 54 | 35.00% |
| 30 Sep, 18 | 158 | 3.95% | 26,993,150 | 7.01% | 84.75% | 1.34% | 89 | 30.88% | 40 | -13.04% |
| 30 Jun, 18 | 152 | 7.04% | 25,224,450 | -0.53% | 79.56% | 1.27% | 68 | 4.62% | 46 | -2.13% |
| 31 Mar, 18 | 142 | -0.70% | 25,358,469 | 0.85% | 79.24% | 1.24% | 65 | - | 47 | -7.84% |
| 31 Dec, 17 | 143 | 2.14% | 25,143,581 | -1.32% | 80.03% | 1.22% | 65 | 10.17% | 51 | -3.77% |
| 30 Sep, 17 | 140 | -2.78% | 25,479,785 | 2.74% | 81.12% | 1.30% | 59 | -14.49% | 53 | 6.00% |
| 30 Jun, 17 | 144 | -1.37% | 24,799,538 | 1.17% | 78.89% | 1.30% | 69 | -4.17% | 50 | 2.04% |
| 31 Mar, 17 | 146 | -2.01% | 24,511,599 | 2.21% | 77.92% | 1.33% | 72 | -14.29% | 49 | 13.95% |
| 31 Dec, 16 | 149 | 9.56% | 23,981,550 | 3.65% | 76.40% | 1.40% | 84 | 40.00% | 43 | -17.31% |
| 30 Sep, 16 | 136 | 1.49% | 23,137,563 | 1.56% | 73.84% | 1.24% | 60 | 1.69% | 52 | - |
| 30 Jun, 16 | 134 | 11.67% | 22,781,088 | 0.02% | 77.10% | 1.30% | 59 | - | 52 | 30.00% |
| 31 Mar, 16 | 120 | 3.45% | 22,776,328 | 2.39% | 77.15% | 1.38% | 59 | -3.28% | 40 | - |
| 31 Dec, 15 | 116 | 5.45% | 22,243,788 | 3.34% | 74.74% | 1.21% | 61 | 45.24% | 40 | -2.44% |
| 30 Sep, 15 | 110 | -6.78% | 21,525,193 | -3.12% | 78.58% | 1.24% | 42 | -64.10% | 41 | 4000.00% |
| 30 Jun, 15 | 118 | 2.61% | 22,218,597 | 206.69% | 79.61% | 12.12% | 117 | 138.78% | 1 | -97.14% |
| 31 Mar, 15 | 115 | -5.74% | 7,244,526 | 4.15% | 25.63% | 4.22% | 49 | -5.77% | 35 | -14.63% |
| 31 Dec, 14 | 122 | -0.81% | 6,955,679 | 1.24% | 24.66% | 4.15% | 52 | 1.96% | 41 | 5.13% |
| 30 Sep, 14 | 123 | 5.13% | 6,870,660 | 1.73% | 24.38% | 3.83% | 51 | -5.56% | 39 | -4.88% |
| 30 Jun, 14 | 117 | 0.86% | 6,753,705 | 1.63% | 25.23% | 4.08% | 54 | 20.00% | 41 | 5.13% |
| 31 Mar, 14 | 116 | 3.57% | 6,645,080 | -0.66% | 24.86% | 3.96% | 45 | -29.69% | 39 | 14.71% |
| 31 Dec, 13 | 112 | 9.80% | 6,689,480 | 4.50% | 25.07% | 4.31% | 64 | 25.49% | 34 | -2.86% |
| 30 Sep, 13 | 102 | 7.37% | 6,401,639 | 0.98% | 24.13% | 4.20% | 51 | -36.25% | 35 | 250.00% |
| 30 Jun, 13 | 95 | 227.59% | 6,339,778 | 149.02% | 23.97% | 25.74% | 80 | 321.05% | 10 | 66.67% |
| 31 Mar, 13 | 29 | -21.62% | 2,545,875 | -16.93% | 9.65% | 7.12% | 19 | 18.75% | 6 | -57.14% |
| 31 Dec, 12 | 37 | -2.63% | 3,064,575 | 0.46% | 11.64% | 8.59% | 16 | -27.27% | 14 | 55.56% |
| 30 Sep, 12 | 38 | 5.56% | 3,050,460 | 1.05% | 11.64% | 8.72% | 22 | 29.41% | 9 | -10.00% |
| 30 Jun, 12 | 36 | - | 3,018,779 | -2.27% | 11.56% | 8.26% | 17 | -19.05% | 10 | 25.00% |
| 31 Mar, 12 | 36 | 28.57% | 3,088,802 | -1.90% | 11.83% | 8.09% | 21 | 40.00% | 8 | 14.29% |
| 31 Dec, 11 | 28 | 3.70% | 3,148,478 | -3.95% | 12.09% | 7.51% | 15 | 66.67% | 7 | -36.36% |
| 30 Sep, 11 | 27 | -3.57% | 3,277,909 | -6.20% | 12.69% | 6.92% | 9 | -43.75% | 11 | 57.14% |
| 30 Jun, 11 | 28 | -6.67% | 3,494,481 | 22.23% | 13.54% | 11.01% | 16 | 14.29% | 7 | -22.22% |
| 31 Mar, 11 | 30 | 30.43% | 2,858,865 | 12.51% | 11.09% | 11.23% | 14 | 27.27% | 9 | 28.57% |
| 31 Dec, 10 | 23 | -8.00% | 2,541,070 | 3.19% | 9.94% | 10.64% | 11 | -8.33% | 7 | 40.00% |
| 30 Sep, 10 | 25 | 8.70% | 2,462,615 | 65.82% | 9.66% | 19.78% | 12 | 71.43% | 5 | -54.55% |
| 30 Jun, 10 | 23 | 4.55% | 1,485,144 | -0.20% | 6.99% | 14.31% | 7 | -46.15% | 11 | 120.00% |
| 31 Mar, 10 | 22 | 29.41% | 1,488,070 | 14.42% | 6.99% | 18.73% | 13 | 62.50% | 5 | 25.00% |
| 31 Dec, 09 | 17 | -10.53% | 1,300,574 | 32.14% | 6.11% | 21.69% | 8 | - | 4 | -33.33% |
| 30 Sep, 09 | 19 | -24.00% | 984,257 | -17.25% | 5.31% | 12.87% | 8 | -38.46% | 6 | -14.29% |
| 30 Jun, 09 | 25 | - | 1,189,373 | 5.05% | 6.42% | 17.18% | 13 | - | 7 | -12.50% |
| 31 Mar, 09 | 25 | -10.71% | 1,132,237 | -25.20% | 6.11% | 9.15% | 13 | -31.58% | 8 | 14.29% |
| 31 Dec, 08 | 28 | -20.00% | 1,513,613 | 24.49% | 8.17% | 18.80% | 19 | -9.52% | 7 | -12.50% |
| 30 Sep, 08 | 35 | 25.00% | 1,215,852 | -0.75% | 6.59% | 14.91% | 21 | - | 8 | 33.33% |
| 30 Jun, 08 | 28 | 7.69% | 1,225,032 | 16.27% | 6.65% | 20.68% | 21 | 90.91% | 6 | -53.85% |
| 31 Mar, 08 | 26 | -10.34% | 1,053,634 | -31.15% | 5.67% | 8.36% | 11 | -21.43% | 13 | - |
| 31 Dec, 07 | 29 | 16.00% | 1,530,358 | 10.56% | 8.24% | 15.19% | 14 | 16.67% | 13 | 8.33% |
| 30 Sep, 07 | 25 | - | 1,384,224 | -3.84% | 7.36% | 12.64% | 12 | -33.33% | 12 | 500.00% |
| 30 Jun, 07 | 25 | 4.17% | 1,439,477 | 23.37% | 7.63% | 21.58% | 18 | 38.46% | 2 | -60.00% |
| 31 Mar, 07 | 24 | -17.24% | 1,166,765 | -13.93% | 5.95% | 12.45% | 13 | -7.14% | 5 | -37.50% |
| 31 Dec, 06 | 29 | 26.09% | 1,355,582 | 2.71% | 6.91% | 15.88% | 14 | 7.69% | 8 | - |
| 30 Sep, 06 | 23 | 21.05% | 1,319,804 | 4.15% | 6.60% | 16.28% | 13 | 30.00% | 8 | 33.33% |
| 30 Jun, 06 | 19 | -5.00% | 1,267,243 | 2.60% | 6.37% | 16.43% | 10 | -23.08% | 6 | - |
| 31 Mar, 06 | 20 | 11.11% | 1,235,106 | 1.50% | 6.23% | 16.55% | 13 | - | 6 | 50.00% |
| 31 Dec, 05 | 18 | 5.88% | 1,216,885 | 136.29% | 6.13% | 91.03% | 13 | 44.44% | 4 | 33.33% |
| 30 Sep, 05 | 17 | 6.25% | 514,991 | 23.96% | 2.60% | 64.66% | 9 | - | 3 | -40.00% |
| 30 Jun, 05 | 16 | -5.88% | 415,439 | -3.69% | 2.00% | 48.48% | 9 | -18.18% | 5 | 150.00% |
| 31 Mar, 05 | 17 | 6.25% | 431,347 | 10.91% | 2.03% | 61.92% | 11 | 57.14% | 2 | -60.00% |
| 31 Dec, 04 | 16 | 14.29% | 388,926 | 22.95% | 1.81% | 80.89% | 7 | 75.00% | 5 | 25.00% |
| 30 Sep, 04 | 14 | -17.65% | 316,331 | -19.86% | 1.50% | 44.86% | 4 | -20.00% | 4 | -20.00% |
| 30 Jun, 04 | 17 | -26.09% | 394,715 | -36.14% | 1.83% | 23.30% | 5 | -58.33% | 5 | 66.67% |
| 31 Mar, 04 | 23 | 35.29% | 618,114 | 62.84% | 2.80% | 94.72% | 12 | 50.00% | 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% | 51.37% | 6 | -33.33% | 3 | - |
| 31 Dec, 02 | 13 | 44.44% | 424,483 | 3.61% | 1.56% | 69.40% | 9 | 80.00% | 3 | 50.00% |
| 30 Sep, 02 | 9 | 12.50% | 409,695 | 19.55% | 1.50% | 95.16% | 5 | -16.67% | 2 | 100.00% |
| 30 Jun, 02 | 8 | 14.29% | 342,686 | 28.21% | 1.25% | 132.38% | 6 | 20.00% | 1 | - |
| 31 Mar, 02 | 7 | 16.67% | 267,281 | -1.12% | 0.97% | 110.44% | 5 | 66.67% | - | -100.00% |
| 31 Dec, 01 | 6 | -25.00% | 270,312 | -26.77% | 0.94% | 53.95% | 3 | -62.50% | 1 | - |
| 30 Sep, 01 | 8 | - | 369,129 | -17.76% | 1.32% | 56.65% | 8 | 33.33% | - | -100.00% |
| 30 Jun, 01 | 8 | 60.00% | 448,849 | -4.26% | 1.53% | 63.16% | 6 | 500.00% | 2 | - |
| 31 Mar, 01 | 5 | - | 468,839 | -23.38% | 1.55% | 37.77% | 1 | -66.67% | 2 | - |
| 31 Dec, 00 | 5 | 25.00% | 611,939 | 41.54% | 2.03% | 106.33% | 3 | - | - | -100.00% |
| 30 Sep, 00 | 4 | -20.00% | 432,347 | -14.31% | 1.38% | 56.48% | - | -100.00% | 2 | 100.00% |
| 30 Jun, 00 | 5 | 25.00% | 504,546 | 116.08% | 1.56% | 322.89% | 1 | -50.00% | 1 | - |
| 31 Mar, 00 | 4 | 33.33% | 233,500 | -10.02% | 0.70% | 119.33% | 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 Clark Stephen P on May 09 2024, selling 3,000 shares at $46.61 per share (valued at $139.84K).
WSFS Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| 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% |
| Q3 2019 | 20 | 15 | 133.33% |
1 total buy trades, and 9 total sell trades (buy/sell ratio of 0.11%) were made by WSFS Financial's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| 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 | - |
| Q3 2019 | - | 8 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of WSFS Financial's stocks.
WSFS Financial Peer Ownership
| Ticker | Company |
|---|---|
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| QCRH | QCR Holdings, Inc. |
| GSBC | Great Southern Bancorp, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| BSBK | Bogota Financial Corp. |
| GCBC | Greene County Bancorp, Inc. |
| ORRF | Orrstown Financial Services, Inc. |
| THFF | First Financial Corporation |
| BSRR | Sierra Bancorp |
| CWBC | Community West Bancshares |
| WNEB | Western New England Bancorp, Inc. |
| HVBC | HV Bancorp, Inc. |
| FNWD | Finward Bancorp |
| FCF | First Commonwealth Financial Corporation |
| HFWA | Heritage Financial Corporation |
| CVLY | Codorus Valley Bancorp, Inc. |
| BSVN | Bank7 Corp. |
| FNLC | The First Bancorp, Inc. |
WSFS Ownership FAQ
Who Owns WSFS Financial?
WSFS Financial is owned by institutional shareholders (87.97%), insiders (0.97%), and public (11.06%). The largest institutional shareholder of WSFS Financial is BLACKROCK INC. (14.75% of total shares) and the top mutual fund owner is AMG FUNDS (2.01% 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, STATE STREET CORP, and FRANKLIN RESOURCES INC. The top five shareholders own together 42.64% of the company's share outstanding.
How many WSFS Financial shareholders are there?
As of Mar 2024, there are 237 institutional shareholders of WSFS Financial.
What percentage of WSFS Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 8.93M shares of WSFS Financial, representing 14.75% of the company's total shares outstanding, valued at $403.08M (as of Mar 2024).
What percentage of WSFS Financial is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 7.34M shares of WSFS Financial (WSFS), compromising 12.12% of the company, valued at $331.25M.
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 3.79M of the company's shares outstanding (worth $171.21M).