WSFS Financial Ownership | Who Owns WSFS Financial?

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WSFS Financial Ownership Summary

WSFS Financial is owned by 74.09% institutional investors, 1.33% insiders, and 24.58% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.50% of WSFS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.19% of its assets in WSFS Financial shares.

WSFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WSFS Financial	74.09%	1.33%	24.58%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	7.88M	14.50%	$435.56M
Blackrock	8.61M	14.26%	$404.52M
Vanguard group	5.96M	10.96%	$329.04M
Dimensional fund advisors lp	3.59M	6.61%	$198.45M
State street	3.02M	5.32%	$163.02M
Franklin resources	2.47M	4.54%	$136.21M
Geode capital management	1.36M	2.51%	$75.27M
Jpmorgan chase	1.23M	2.26%	$68.02M
T. rowe price investment management	1.24M	2.18%	$66.99M
Cooke & bieler lp	1.06M	1.94%	$58.33M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Palisade capital management, lp	712.63K	1.04%	$38.43M
Numerai gp	105.94K	0.81%	$5.71M
Cooke & bieler lp	1.06M	0.61%	$58.33M
Corbyn investment management inc/md	32.59K	0.53%	$1.80M
Summerhaven investment management	14.56K	0.46%	$804.40K
Salzhauer michael	19.33K	0.44%	$1.07M
Frontier capital management	799.56K	0.39%	$43.12M
Sippican capital advisors	10.64K	0.38%	$587.64K
Lountzis asset management	14.62K	0.29%	$807.66K
Denali advisors	43.90K	0.27%	$2.43M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	709.50K	0.00%	709.50K
Goldman sachs group	470.19K	0.00%	195.98K
Numerai gp	105.94K	0.81%	105.94K
Morgan stanley	522.82K	0.00%	95.69K
Axa investment managers	89.90K	0.01%	89.90K

Top Sellers

Holder	Shares	% Assets	Change
Macquarie group	-	-	-3.79M
Champlain investment partners	-	-	-1.19M
Jennison associates	-	-	-359.21K
Blackrock	8.61M	0.01%	-322.63K
Jpmorgan chase	1.23M	0.00%	-313.21K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	709.50K	0.00%	709.50K	$39.19M
Numerai gp	105.94K	0.81%	105.94K	$5.71M
Axa investment managers	89.90K	0.01%	89.90K	$4.85M
Qube research	89.12K	0.01%	89.12K	$4.81M
Cubist systematic strategies	76.23K	0.02%	76.23K	$4.11M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Claris advisors, llc / mo /	-4.00
Mendota financial group	-4.00
Grey fox wealth advisors	-6.00
Continuum advisory	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	267	-7.61%	40,283,821	-22.24%	74	0.89%	119	-4.80%	99	-4.81%
Sep 30, 2025	281	2.93%	51,781,159	3.91%	91	1.19%	124	8.77%	100	-4.76%
Jun 30, 2025	278	7.34%	51,230,706	-2.58%	90	1.12%	119	5.31%	106	13.98%
Mar 31, 2025	11	-95.62%	2,618,972	-95.13%	4	0.05%	5	-95.41%	5	-93.98%
Dec 31, 2024	157	-40.53%	31,566,644	-39.93%	53	0.68%	60	-48.28%	49	-49.48%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.31M	6.19%	-744.34K
Franklin Small Cap Value SMA Composite	2.57M	4.58%	962.48K
Vanguard US Total Market Shares ETF	1.83M	3.16%	-116.72K
Vanguard Total Stock Mkt Idx Inv	1.69M	3.16%	5.47K
Franklin US Small Cap Value Equity	1.51M	2.83%	33.78K
Franklin Small Cap Value A	1.51M	2.83%	-
iShares Russell 2000 ETF	1.38M	2.58%	-28.52K
Macquarie Small Cap Core I	1.32M	2.36%	-99.22K
Vanguard Small Cap Index	1.24M	2.32%	-1.48K
Nomura Small Cap Core I	1.19M	2.23%	-42.51K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 09, 2026	BACCI ARTHUR J	EVP, COO	Sell	$4.16K
Feb 09, 2026	BACCI ARTHUR J	EVP, COO	Sell	$136.01K
Feb 09, 2026	BACCI ARTHUR J	EVP, COO	Sell	$1.20K
Feb 05, 2026	Wechsler James J	EVP Chief Comm'l Banking Ofc	Sell	$31.45K
Feb 05, 2026	Kruzinski Shari	EVP, Chief Consumer Bk Officer	Sell	$70.10K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	5
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	2

WSFS Ownership FAQ

Who Owns WSFS Financial?

WSFS Financial shareholders are primarily institutional investors at 74.09%, followed by 1.33% insiders and 24.58% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 31.54%, which WSFS Financial exceeds.

Who owns the most shares of WSFS Financial?

WSFS Financial’s largest shareholders are Blackrock funding, inc. /de (7.88M shares, 14.50%), Blackrock (8.61M shares, 14.26%), and Vanguard group (5.96M shares, 10.96%). Together, they hold 39.72% 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 1.04% of its assets in 712.63K WSFS Financial shares, valued at 38.43M$.

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 6.19% of its total shares outstanding invested in 3.31M WSFS Financial shares.

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