WSFS Financial Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK, INC. | 05/02/2025 | 8.55 M | $443.29 M | -1.75% | 14.56% |
VANGUARD GROUP INC | 05/09/2025 | 6.63 M | $343.90 M | -5.30% | 11.29% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 3.79 M | $196.50 M | -2.92% | 6.45% |
STATE STREET CORP | 05/15/2025 | 3.11 M | $161.15 M | -6.26% | 5.29% |
FRANKLIN RESOURCES INC | 05/13/2025 | 2.58 M | $134.02 M | 1.50% | 4.40% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 2.32 M | $120.38 M | 0.33% | 3.95% |
MACQUARIE GROUP LTD | 05/15/2025 | 1.92 M | $99.39 M | 13.45% | 3.26% |
JPMORGAN CHASE & CO | 05/12/2025 | 1.59 M | $82.24 M | -6.06% | 2.70% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.43 M | $74.44 M | 1.97% | 2.44% |
CHAMPLAIN INVESTMENT PARTNERS, LLC | 05/14/2025 | 1.22 M | $63.07 M | -1.53% | 2.07% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 996.18 K | $51.67 M | 3.03% | 1.70% |
INVESCO LTD. | 05/12/2025 | 969.48 K | $50.29 M | 1.60% | 1.65% |
COOKE & BIELER LP | 05/02/2025 | 892.29 K | $46.28 M | 13.99% | 1.52% |
AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 851.22 K | $44.15 M | -5.87% | 1.45% |
BROWN ADVISORY INC | 04/30/2025 | 807.80 K | $41.90 M | -2.33% | 1.38% |
PZENA INVESTMENT MANAGEMENT LLC | 05/02/2025 | 787.81 K | $40.86 M | -0.35% | 1.34% |
NORTHERN TRUST CORP | 05/13/2025 | 779.92 K | $40.45 M | -3.63% | 1.33% |
FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2025 | 758.60 K | $39.35 M | 5.51% | 1.29% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 748.09 K | $38.80 M | 1.01% | 1.27% |
PALISADE CAPITAL MANAGEMENT, LP | 04/29/2025 | 748.00 K | $38.80 M | -3.20% | 1.27% |
ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 704.32 K | $36.53 M | -10.92% | 1.20% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 597.65 K | $31.00 M | 0.83% | 1.02% |
ABRDN PLC | 05/13/2025 | 524.84 K | $27.22 M | 2.65% | 0.89% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 451.22 K | $23.40 M | -3.88% | 0.77% |
MORGAN STANLEY | 05/15/2025 | 419.27 K | $21.75 M | -11.78% | 0.71% |
BOSTON PARTNERS | 05/13/2025 | 343.57 K | $17.67 M | 100.00% | 0.59% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 335.69 K | $17.41 M | -1.83% | 0.57% |
PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 324.27 K | $16.82 M | 2.21% | 0.55% |
GOLDMAN SACHS GROUP INC | 05/16/2025 | 305.31 K | $15.84 M | -43.50% | 0.52% |
EARNEST PARTNERS LLC | 05/14/2025 | 277.05 K | $14.37 M | -8.95% | 0.47% |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 05/14/2025 | 248.75 K | $12.90 M | 100.00% | 0.42% |
05/12/2025 | 233.08 K | $12.09 M | 100.00% | 0.40% | |
NEW YORK STATE COMMON RETIREMENT FUND | 05/01/2025 | 231.82 K | $12.02 M | -7.30% | 0.39% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 229.79 K | $11.92 M | -13.95% | 0.39% |
ROYAL BANK OF CANADA | 05/15/2025 | 223.05 K | $11.57 M | 1.01% | 0.38% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 219.63 K | $11.39 M | -4.42% | 0.37% |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 216.11 K | $11.21 M | -5.19% | 0.37% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 200.97 K | $10.42 M | 0.02% | 0.34% |
CLEARBRIDGE INVESTMENTS, LLC | 05/13/2025 | 186.34 K | $9.67 M | -18.26% | 0.32% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 186.06 K | $9.65 M | 26.81% | 0.32% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 180.93 K | $9.39 M | 1.10% | 0.31% |
RHUMBLINE ADVISERS | 05/29/2025 | 168.51 K | $8.74 M | -4.75% | 0.29% |
GREAT LAKES ADVISORS, LLC | 05/16/2025 | 165.94 K | $8.61 M | -2.14% | 0.28% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 159.93 K | $8.30 M | -3.12% | 0.27% |
LORD, ABBETT & CO. LLC | 05/13/2025 | 140.18 K | $7.27 M | 11.48% | 0.24% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 131.13 K | $6.80 M | -5.81% | 0.22% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 128.23 K | $6.65 M | -19.32% | 0.22% |
JANE STREET GROUP, LLC | 05/19/2025 | 117.47 K | $6.09 M | 578.99% | 0.20% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 114.56 K | $5.94 M | -14.47% | 0.20% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 114.46 K | $5.94 M | 249.59% | 0.19% |
WSFS Financial Corporation institutional Ownership - FAQ's
During the previous two years, 346 institutional investors and hedge funds held shares of WSFS Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 8.55 M
VANGUARD GROUP INC: 6.63 M
DIMENSIONAL FUND ADVISORS LP: 3.79 M
STATE STREET CORP: 3.11 M
FRANKLIN RESOURCES INC: 2.58 M
T. Rowe Price Investment Management, Inc.: 2.32 M
89.56% of WSFS Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 68.30 M shares in the last 24 months. This purchase volume represents approximately $3.63 B in transactions.