WSFS Financial Ownership | Who Owns WSFS Financial?

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WSFS Financial Ownership Summary

WSFS Financial is owned by 91.08% institutional investors, 1.30% insiders, and 7.62% 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 6.04% of its assets in WSFS Financial shares.

WSFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WSFS Financial	91.08%	1.30%	7.62%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.61M	14.26%	$404.52M
Blackrock funding, inc. /de	7.94M	13.96%	$427.99M
Vanguard group	6.13M	10.79%	$330.78M
Macquarie group	3.79M	6.67%	$206.47M
Dimensional fund advisors lp	3.64M	6.40%	$196.18M
State street	3.02M	5.32%	$163.02M
Franklin resources	2.43M	4.28%	$131.23M
Jpmorgan chase	1.54M	2.72%	$83.30M
Geode capital management	1.38M	2.43%	$74.41M
T. rowe price investment management	1.24M	2.18%	$66.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Salzhauer michael	19.33K	1.79%	$3.74M
Palisade capital management, lp	712.63K	1.04%	$38.43M
Numerai gp	105.94K	0.81%	$5.71M
Cooke & bieler lp	1.03M	0.57%	$55.65M
Corbyn investment management inc/md	33.69K	0.53%	$1.82M
Champlain investment partners	1.19M	0.49%	$64.44M
Summerhaven investment management	14.56K	0.46%	$785.33K
Frontier capital management	799.56K	0.39%	$43.12M
Mqs management	11.25K	0.35%	$606.77K
Lountzis asset management	15.07K	0.27%	$812.78K

Top Buyers

Holder	Shares	% Assets	Change
Macquarie group	3.79M	0.24%	1.83M
Norges bank	616.89K	0.00%	616.89K
Cooke & bieler lp	1.03M	0.57%	138.22K
Pzena investment management	928.41K	0.16%	117.24K
Numerai gp	105.94K	0.81%	105.94K

Top Sellers

Holder	Shares	% Assets	Change
Jennison associates	-	-	-359.21K
Blackrock	8.61M	0.01%	-322.63K
T. rowe price investment management	1.24M	0.04%	-261.94K
Assenagon asset management	-	-	-254.62K
Vanguard group	6.13M	0.01%	-227.40K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	616.89K	0.00%	616.89K	$32.78M
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
Mendota financial group	-4.00
Claris advisors, llc / mo /	-4.00
Continuum advisory	-8.00
Global financial private client	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	261	12.99%	52,468,391	-1.65%	88	1.13%	113	20.21%	97	5.43%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.38M	6.04%	-
Franklin US Small Cap Value Equity	2.57M	4.58%	962.48K
Franklin Small Cap Value SMA Composite	2.57M	4.58%	962.48K
Vanguard Total Stock Mkt Idx Inv	1.81M	3.23%	-52.35K
Vanguard US Total Market Shares ETF	1.83M	3.16%	-116.72K
Franklin Small Cap Value A	1.48M	2.64%	-134.41K
iShares Russell 2000 ETF	1.39M	2.48%	-
Vanguard Small Cap Index	1.38M	2.46%	-9.27K
Macquarie Small Cap Core I	1.32M	2.36%	-99.22K
Delaware Small Cap Core I	1.25M	2.11%	-7.72K

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
2025 Q4	-	-
2025 Q3	-	-
2025 Q2	-	-
2025 Q1	-	2
2024 Q4	-	1

WSFS Ownership FAQ

Who Owns WSFS Financial?

WSFS Financial shareholders are primarily institutional investors at 91.08%, followed by 1.30% insiders and 7.62% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 38.26%, which WSFS Financial exceeds.

Who owns the most shares of WSFS Financial?

WSFS Financial’s largest shareholders are Blackrock (8.61M shares, 14.26%), Blackrock funding, inc. /de (7.94M shares, 13.96%), and Vanguard group (6.13M shares, 10.79%). Together, they hold 39.01% 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?

Salzhauer michael is WSFS Financial’s biggest shareholder by percentage of total assets invested, with 1.79% of its assets in 19.33K WSFS Financial shares, valued at 3.74M$.

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 6.04% of its total shares outstanding invested in 3.38M WSFS Financial shares.

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