WSFS Financial Ownership | Who Owns WSFS Financial?

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WSFS Financial Ownership Summary

WSFS Financial is owned by 4.46% institutional investors, 1.23% insiders, and 94.31% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.70% of WSFS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.28% of its assets in WSFS Financial shares.

WSFS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	WSFS Financial	4.46%	1.23%	94.31%
Sector	Financial Services Stocks	71.97%	15.39%	12.64%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	8.70M	14.70%	$462.15M
Blackrock	8.61M	14.26%	$404.52M
Vanguard group	7.00M	11.83%	$371.96M
Dimensional fund advisors lp	3.90M	6.59%	$207.34M
State street	3.31M	5.60%	$176.08M
Franklin resources	2.55M	4.30%	$135.25M
T. rowe price investment management	2.31M	3.91%	$122.90M
Macquarie group	1.69M	2.85%	$89.73M
Jpmorgan chase	1.69M	2.85%	$89.67M
Geode capital management	1.41M	2.38%	$74.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Palisade capital management, lp	772.70K	1.10%	$41.05M
Basswood capital management	248.75K	0.72%	$12.90M
Siena capital partners gp	43.82K	0.68%	$2.27M
Corbyn investment management inc/md	33.73K	0.64%	$1.79M
Salzhauer michael	21.31K	0.58%	$1.13M
Champlain investment partners	1.22M	0.46%	$63.07M
Frontier capital management	758.60K	0.43%	$39.35M
Cooke & bieler lp	782.77K	0.40%	$41.59M
Lountzis asset management	15.07K	0.34%	$800.72K
Ironwood investment management	9.27K	0.25%	$492.51K

Top Buyers

Holder	Shares	% Assets	Change
Jpmorgan chase	1.69M	0.01%	1.28M
Norges bank	616.89K	0.00%	616.89K
Raymond james financial	341.94K	0.01%	341.94K
State street	3.31M	0.01%	283.74K
Basswood capital management	248.75K	0.72%	248.75K

Top Sellers

Holder	Shares	% Assets	Change
Jennison associates	-	-	-359.21K
Blackrock	8.61M	0.01%	-322.63K
Assenagon asset management	-	-	-254.62K
Franklin resources	2.55M	0.04%	-236.40K
Loomis sayles & co l p	-	-	-150.09K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	616.89K	0.00%	616.89K	$32.78M
Raymond james financial	341.94K	0.01%	341.94K	$18.17M
Basswood capital management	248.75K	0.72%	248.75K	$12.90M
Graham capital management	19.45K	0.02%	19.45K	$1.03M
Cibc world markets	5.53K	0.00%	5.53K	$293.97K

Sold Out

Holder	Change
Tfo-tdc	-2.00
Claris advisors, llc / mo /	-4.00
Mendota financial group	-4.00
Continuum advisory	-8.00
Nelson, van denburg & campbell wealth management group	-13.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	227	-6.20%	53,330,843	-0.01%	88	1.13%	92	-1.08%	91	-7.14%
Mar 31, 2024	242	-0.41%	53,336,838	0.10%	88	1.14%	93	-25.60%	98	27.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.57M	6.28%	-
Vanguard Total Stock Mkt Idx Inv	1.92M	3.38%	52.58K
Vanguard US Total Market Shares ETF	1.83M	3.16%	-116.72K
Franklin Small Cap Value A	1.61M	2.84%	-
Franklin Small Cap Value SMA Composite	1.61M	2.84%	-
Franklin US Small Cap Value Equity	1.61M	2.84%	-
Vanguard Small Cap Index	1.48M	2.60%	7.65K
iShares Russell 2000 ETF	1.47M	2.59%	-
Macquarie Small Cap Core I	1.40M	2.43%	153.90K
T. Rowe Price Small-Cap Value	1.31M	2.26%	-282.00

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 Q2	-	-
2025 Q1	-	2
2024 Q4	-	1
2024 Q3	-	4
2024 Q2	-	1

WSFS Ownership FAQ

Who Owns WSFS Financial?

WSFS Financial shareholders are primarily institutional investors at 4.46%, followed by 1.23% insiders and 94.31% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 38.06%, which WSFS Financial falls below.

Who owns the most shares of WSFS Financial?

WSFS Financial’s largest shareholders are Blackrock funding, inc. /de (8.7M shares, 14.70%), Blackrock (8.61M shares, 14.26%), and Vanguard group (7M shares, 11.83%). Together, they hold 40.79% 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 1.10% of its assets in 772.7K WSFS Financial shares, valued at 41.05M$.

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 6.28% of its total shares outstanding invested in 3.57M WSFS Financial shares.

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