Wsfs Financial WSFS Institutional Ownership

NASDAQ WSFS

$77.51 +0.70 (+0.91%)

At close: Oct 22, 2026 · 4:00 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

91.50%

▲+2.39 pp QoQ

Shares Held by Institutions

47.40Mn

of 51.80Mn outstanding

▲+0.65% QoQ

Shares Outstanding

51.80Mn

4.40Mn held outside 13F filers

Institutional Investors

356

filed 13F for Jun 2026

▲+26 vs prior quarter

Net Shares Added (QoQ)

+305.46K

accumulated since last quarter

Value of Holdings

$3.67Bn

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

Updated Oct 11, 2026

Wsfs Financial Corp (NASDAQ:WSFS) was held by 356 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 91.50% of outstanding shares in Q2 2026, up from 89.11% the quarter before.
Total shares held in Wsfs Financial rose 0.65% from Q1 2026, while the number of holders rose 25.80% from Q2 2025.
Of these 356 holders, 178 added to their positions, 109 reduced their stakes and 69 left their positions unchanged.
Institutional investors held 47.4Mn shares of Wsfs Financial in total at the end of Q2 2026, up 305.46K from the prior quarter and down 3.32Mn from a year earlier.
As of June 30, 2026, the biggest holder of Wsfs Financial was BlackRock, Inc. with 7.52Mn shares, or 14.51% of shares outstanding.
Among holders that already owned Wsfs Financial, the biggest buyers in Q2 2026 were Qube Research & Technologies Ltd (+338.96K shares), FMR LLC (+277.28K shares), Two Sigma Investments, LP (+251.3K shares), Geode Capital Management, LLC (+210.06K shares) and Vaughan Nelson Investment Management, L.P. (+180.9K shares).
The largest position reductions in WSFS for Q2 2026 were by Cooke & Bieler LP (-458.96K shares), Nomura Asset Management International Inc. (-377.45K shares), Palisade Capital Management, LP (-307.63K shares), JPMorgan Chase & Co (-268.4K shares) and Franklin Templeton Inc (-265K shares).
According to Business Quant data, the leading holders of WSFS for Q2 2026 were BlackRock, Inc. (7.52Mn shares), Dimensional Fund Advisors LP (3.57Mn shares), Vanguard Portfolio Management LLC (3.31Mn shares), State Street Corp (3.03Mn shares), Franklin Templeton Inc (2.31Mn shares), Vanguard Capital Management LLC (2.26Mn shares), Geode Capital Management, LLC (1.57Mn shares), Nomura Asset Management International Inc. (1.17Mn shares), Invesco Ltd. (1.05Mn shares) and Pzena Investment Management LLC (888.5K shares).

Form 13F Holdings

356 Institutional Holders

Report period 30 Jun, 2026

Total shares held 47.40Mn

Of outstanding 91.50%

#	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 Templeton 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	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
20	Northern Trust Corp	0000073124	607,642	1.17%	▲26,429	+4.55%	$46.62Mn

Showing 1 to 20 of 356 holders