Wsfs Financial WSFS Institutional Ownership

NASDAQ WSFS

$79.14 -0.12 (-0.15%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

356 Institutions

Increased 178 50.0%

Unchanged 69 19.4%

Reduced 109 30.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

92.92%

▲+3.76 pp QoQ

Shares Held by Institutions

48.13Mn

of 51.80Mn outstanding

▲+3.64% QoQ

Shares Outstanding

51.80Mn

3.67Mn held outside 13F filers

Institutional Investors

356

filed 13F for Jun 2026

▲+26 vs prior quarter

Net Shares Added (QoQ)

+1.69Mn

accumulated since last quarter

Value of Holdings

$3.82Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Wsfs Financial Corp (NASDAQ:WSFS) is held by 356 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 92.9% of Wsfs Financial's outstanding shares in June 2026, up from 89.2% in March 2026.
Their total shares held in WSFS increased 3.64% quarter over quarter, and separately, investors owning Wsfs Financial increased 25.35% from a year ago.
Of these 356 funds, 178 grew their exposure to Wsfs Financial, 109 cut back, and 69 maintained positions.
In total, institutional investors held 48.13Mn shares in Wsfs Financial as of June 2026, up by 1.69Mn shares quarter on quarter, and down 3.66Mn shares year over year.
As of June 30, 2026, BlackRock, Inc. held the largest stake in Wsfs Financial with 7.52Mn shares, accounting for 14.51% of total shares outstanding.
The most significant purchases of WSFS for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (735.19K), NORGES BANK (638.92K), Qube Research & Technologies Ltd (338.96K), FMR LLC (277.28K), TWO SIGMA INVESTMENTS, LP (251.3K).
Leading sellers of Wsfs Financial shares for the quarter ending June 2026 were COOKE & BIELER LP (458.96K), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (377.45K), PALISADE CAPITAL MANAGEMENT, LP (307.63K), Jpmorgan Chase & Co (268.4K), Franklin Resources Inc (265.0K).
According to Business Quant data, leading holders of WSFS for June 2026 are BlackRock, Inc. (7.52Mn), DIMENSIONAL FUND ADVISORS LP (3.57Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.31Mn), State Street Corp (3.03Mn), Franklin Resources Inc (2.31Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.26Mn), GEODE CAPITAL MANAGEMENT, LLC (1.57Mn), NOMURA ASSET MANAGEMENT INTERNATIONAL INC. (1.17Mn), Invesco Ltd. (1.05Mn), PZENA INVESTMENT MANAGEMENT LLC (888.5K).

Form 13F Holdings

356 Institutional Holders

Report period 30 Jun, 2026

Total shares held 48.13Mn

Of outstanding 92.92%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,515,901	14.51%	▼134,636	-1.76%	$576.70Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	3,572,913	6.90%	▲12,357	+0.35%	$274.15Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,312,116	6.39%	▲54,294	+1.67%	$254.14Mn
4	State Street Corp	0000093751	3,032,754	5.85%	▲130,010	+4.48%	$232.70Mn
5	Franklin Resources Inc	0000038777	2,310,174	4.46%	▼264,998	-10.29%	$177.26Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,255,877	4.36%	▼112,112	-4.73%	$173.09Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,570,611	3.03%	▲210,058	+15.44%	$120.53Mn
8	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	0000921739	1,165,245	2.25%	▼377,447	-24.47%	$89.41Mn
9	Invesco Ltd.	0000914208	1,052,326	2.03%	▲107,458	+11.37%	$80.74Mn
10	PZENA INVESTMENT MANAGEMENT LLC	0001027796	888,496	1.72%	▲9,908	+1.13%	$68.17Mn
11	T. Rowe Price Investment Management, Inc.	0001897612	861,436	1.66%	▼47,122	-5.19%	$66.10K
12	Jpmorgan Chase & Co	0000019617	828,398	1.60%	▼268,401	-24.47%	$63.72Mn
13	Sixth Street Partners Management Company, L.P.	0001812095	735,191	1.42%	▲735,191	0.00%	$56.41Mn
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	735,191	1.42%	▲36,008	+5.15%	$56.41Mn
14	BROWN ADVISORY INC	0001345929	731,582	1.41%	▼13,307	-1.79%	$56.13Mn
15	AMERICAN CENTURY COMPANIES INC	0000748054	715,383	1.38%	▲24,022	+3.47%	$54.89Mn
16	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	0001021642	705,083	1.36%	▲180,903	+34.51%	$54.10Mn
17	Bank Of America Corp /De/	0000070858	646,080	1.25%	▼91,507	-12.41%	$49.57Mn
18	NORGES BANK	0001374170	638,922	1.23%	▲638,922	0.00%	$49.02Mn
19	Goldman Sachs Group Inc	0000886982	612,403	1.18%	▲108,038	+21.42%	$46.99Mn

Showing 1 to 20 of 356 holders