WSFS Financial Ownership | Who Owns WSFS Financial?

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WSFS Financial Ownership Summary

WSFS Financial is owned by 90.65% institutional investors, 0.98% insiders, and 8.37% 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 6.20% of its assets in WSFS Financial shares.

WSFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WSFS Financial	90.65%	0.98%	8.37%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Regional Banks Stocks	54.14%	12.57%	33.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	8.61M	14.26%	$404.52M
Blackrock funding, inc. /de	7.52M	14.17%	$576.70M
Vanguard group	5.96M	10.96%	$329.04M
Dimensional fund advisors lp	3.57M	6.74%	$274.15M
State street	3.03M	5.72%	$232.70M
Franklin resources	2.31M	4.36%	$177.26M
Vanguard capital management	2.26M	4.25%	$173.09M
Geode capital management	1.57M	2.96%	$120.53M
Macquarie management	1.17M	2.20%	$89.41M
Invesco	1.05M	1.98%	$80.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Palisade capital management, lp	279.63K	0.93%	$21.46M
Summerhaven investment management	12.95K	0.53%	$993.88K
Sippican capital advisors	11.09K	0.52%	$850.86K
Salzhauer michael	19.33K	0.51%	$1.48M
Vaughan nelson investment management	705.08K	0.48%	$54.10M
Corbyn investment management inc/md	20.76K	0.46%	$1.59M
Mqs management	4.61K	0.43%	$353.34K
Integrated quantitative investments	31.93K	0.40%	$2.45M
Frontier capital management	535.18K	0.38%	$41.06M
Nverses capital	3.07K	0.36%	$235.71K

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	735.19K	0.01%	735.19K
Norges bank	638.92K	0.00%	638.92K
Qube research	351.20K	0.03%	338.96K
Fmr	345.30K	0.00%	277.28K
Two sigma investments, lp	504.50K	0.03%	251.30K

Top Sellers

Holder	Shares	% Assets	Change
Macquarie group	-	-	-3.79M
Champlain investment partners	-	-	-1.19M
Cooke & bieler lp	330.34K	0.29%	-458.96K
Macquarie management	1.17M	0.13%	-377.45K
Jennison associates	-	-	-359.21K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	735.19K	0.01%	735.19K	$56.41M
Norges bank	638.92K	0.00%	638.92K	$49.02M
Axa investment managers	89.90K	0.01%	89.90K	$4.85M
Cubist systematic strategies	76.23K	0.02%	76.23K	$4.11M
Winton group	65.33K	0.16%	65.33K	$5.01M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Curio wealth	-3.00
Vermillion wealth management	-3.00
Claris advisors, llc / mo /	-4.00
Mendota financial group	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	354	6.95%	48,071,619	2.11%	90	1.21%	178	8.54%	106	-4.50%
Mar 31, 2026	174	-44.23%	16,208,671	-66.65%	29	0.37%	75	-48.28%	56	-51.72%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.17M	6.20%	-3.10K
Vanguard US Total Market Shares ETF	1.83M	3.16%	-116.72K
Vanguard Morn Total Stk Mkt Idx Investor	1.57M	3.06%	-117.54K
Vanguard Total Stock Mkt Idx Inv	1.57M	3.02%	-117.54K
Franklin Small Cap Value SMA Composite	1.51M	2.90%	1.51M
iShares Russell 2000 ETF	1.35M	2.65%	-
Franklin US Small Cap Value Equity	1.34M	2.57%	-171.75K
Franklin Small Cap Value A	1.34M	2.57%	-
Macquarie Small Cap Core I	1.32M	2.36%	-99.22K
Vanguard Small Cap Index	1.13M	2.18%	-97.25K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 28, 2026	Kruzinski Shari	EVP, Chief Consumer Bk Officer	Sell	$286.09K
Jun 10, 2026	LEVENSON RODGER	President & CEO	Sell	$1.15M
Jun 10, 2026	LEVENSON RODGER	President & CEO	Sell	$3.70M
Feb 09, 2026	BACCI ARTHUR J	EVP, COO	Sell	$136.01K
Feb 09, 2026	BACCI ARTHUR J	EVP, COO	Sell	$4.16K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	-	2
2026 Q1	-	5
2025 Q4	-	-
2025 Q3	-	-

WSFS Ownership FAQ

Who Owns WSFS Financial?

WSFS Financial shareholders are primarily institutional investors at 90.65%, followed by 0.98% insiders and 8.37% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 54.14%, 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 (7.52M shares, 14.17%), and Vanguard group (5.96M shares, 10.96%). Together, they hold 39.39% 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 0.93% of its assets in 279.62K WSFS Financial shares, valued at 21.46M$.

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 6.20% of its total shares outstanding invested in 3.17M WSFS Financial shares.

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