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WSFS Financial Ownership | Who Owns WSFS Financial?

OverviewForecastRevenueFinancialsChartTranscripts

WSFS Financial Ownership Summary

WSFS Financial is owned by 29.81% institutional investors, 0.95% insiders, and 69.24% 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

TypeName% Inst% Insiders% Retail
StockWSFS Financial29.81%0.95%69.24%
SectorFinancial Services Stocks 746.79%13.83%-660.62%
IndustryRegional Banks Stocks38.12%12.89%48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock8.61M14.26%$404.52M
Blackrock funding, inc. /de7.52M14.17%$576.70M
Vanguard group5.96M10.96%$329.04M
Dimensional fund advisors lp3.57M6.74%$274.15M
State street3.03M5.72%$232.70M
Franklin resources2.58M4.74%$168.57M
Macquarie management1.54M2.84%$100.99M
Geode capital management1.36M2.50%$89.08M
Jpmorgan chase1.10M2.02%$70.67M
Invesco944.87K1.74%$61.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Palisade capital management, lp587.25K1.28%$38.44M
Summerhaven investment management12.95K0.53%$993.88K
Sippican capital advisors11.09K0.52%$850.86K
Salzhauer michael19.33K0.51%$1.48M
Vaughan nelson investment management705.08K0.48%$54.10M
Corbyn investment management inc/md20.76K0.46%$1.59M
Frontier capital management675.50K0.45%$44.22M
Mqs management4.61K0.43%$353.34K
Nverses capital3.07K0.36%$235.71K
Lountzis asset management14.62K0.35%$1.12M

Top Buyers

HolderShares% AssetsChange
Norges bank638.92K0.00%638.92K
Vanguard fiduciary trust349.16K0.01%349.16K
Freestone grove partners lp251.15K0.12%251.15K
Vaughan nelson investment management705.08K0.48%180.90K
Two sigma investments, lp253.20K0.01%148.79K

Top Sellers

HolderShares% AssetsChange
Macquarie group---3.79M
Champlain investment partners---1.19M
Cooke & bieler lp330.34K0.29%-458.96K
Jennison associates---359.21K
Boston partners---340.77K

New Positions

HolderShares% AssetsChangeValue
Norges bank638.92K0.00%638.92K$49.02M
Vanguard fiduciary trust349.16K0.01%349.16K$22.86M
Freestone grove partners lp251.15K0.12%251.15K$16.44M
Axa investment managers89.90K0.01%89.90K$4.85M
Bridgewater associates, lp89.34K0.03%89.34K$5.85M

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026174-44.23%16,208,671-66.65%290.37%75-48.28%56-51.72%
Dec 31, 2025267-7.61%40,283,821-22.24%740.89%119-4.80%99-4.81%
Sep 30, 20252812.93%51,781,1593.91%911.19%1248.77%100-4.76%
Jun 30, 20252787.34%51,230,706-2.58%901.12%1195.31%10613.98%
Mar 31, 202511-95.62%2,618,972-95.13%40.05%5-95.41%5-93.98%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.17M6.20%-3.10K
Vanguard US Total Market Shares ETF1.83M3.16%-116.72K
Vanguard Morn Total Stk Mkt Idx Investor1.57M3.06%-117.54K
Vanguard Total Stock Mkt Idx Inv1.57M3.02%-117.54K
Franklin Small Cap Value SMA Composite1.51M2.90%1.51M
iShares Russell 2000 ETF1.35M2.65%-
Franklin US Small Cap Value Equity1.34M2.57%-171.75K
Franklin Small Cap Value A1.34M2.57%-
Macquarie Small Cap Core I1.32M2.36%-99.22K
Vanguard Small Cap Index1.13M2.18%-97.25K

Recent Insider Transactions

DateNameRoleActivityValue
Jul 28, 2026Kruzinski Shari EVP, Chief Consumer Bk OfficerSell$286.09K
Jun 10, 2026LEVENSON RODGER President & CEOSell$1.15M
Jun 10, 2026LEVENSON RODGER President & CEOSell$3.70M
Feb 09, 2026BACCI ARTHUR J EVP, COOSell$136.01K
Feb 09, 2026BACCI ARTHUR J EVP, COOSell$4.16K

Insider Transactions Trends

DateBuySell
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 29.81%, followed by 0.95% insiders and 69.24% retail investors. The average institutional ownership in WSFS Financial's industry, Regional Banks Stocks, is 38.12%, which WSFS Financial falls below.

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 1.28% of its assets in 587.25K WSFS Financial shares, valued at 38.44M$.

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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