WSFS Financial Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
STATE STREET CORP | 05/15/2025 | 3.11 M | $161.15 M | -6.26% | 5.29% |
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% |
COOKE & BIELER LP | 05/02/2025 | 892.29 K | $46.28 M | 13.99% | 1.52% |
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% |
FRONTIER CAPITAL MANAGEMENT CO LLC | 05/15/2025 | 758.60 K | $39.35 M | 5.51% | 1.29% |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 597.65 K | $31.00 M | 0.83% | 1.02% |
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% |
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% |
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% | |
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% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/12/2025 | 186.06 K | $9.65 M | 26.81% | 0.32% |
RHUMBLINE ADVISERS | 04/08/2025 | 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% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 128.23 K | $6.65 M | -19.32% | 0.22% |
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% |
CRAWFORD INVESTMENT COUNSEL INC | 05/15/2025 | 113.51 K | $5.89 M | -0.44% | 0.19% |
BARCLAYS PLC | 05/15/2025 | 91.64 K | $4.75 M | -25.60% | 0.16% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 72.73 K | $3.77 M | 230.44% | 0.12% |
SEI INVESTMENTS CO | 05/14/2025 | 66.63 K | $3.46 M | 18.22% | 0.11% |
HANTZ FINANCIAL SERVICES, INC. | 05/12/2025 | 51.12 K | $2.65 M | -1.28% | 0.09% |
PATHSTONE HOLDINGS, LLC | 05/15/2025 | 44.76 K | $2.32 M | 7.77% | 0.08% |
SIENA CAPITAL PARTNERS GP, LLC | 05/15/2025 | 43.82 K | $2.27 M | 0.00% | 0.07% |
ARISTOTLE CAPITAL BOSTON, LLC | 05/15/2025 | 39.73 K | $2.06 M | -33.28% | 0.07% |
COMERICA BANK | 05/14/2025 | 37.26 K | $1.93 M | -30.95% | 0.06% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2025 | 36.94 K | $1.92 M | -8.37% | 0.06% |
TEXAS PERMANENT SCHOOL FUND CORP | 05/15/2025 | 36.29 K | $1.87 M | 100.00% | 0.06% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2025 | 34.84 K | $1.81 M | 3.49% | 0.06% |
GRAHAM CAPITAL MANAGEMENT, L.P. | 05/15/2025 | 33.88 K | $1.76 M | 74.20% | 0.06% |
CORBYN INVESTMENT MANAGEMENT INC/MD | 05/09/2025 | 33.76 K | $1.75 M | 0.06% | 0.06% |
STATE OF ALASKA, DEPARTMENT OF REVENUE | 04/21/2025 | 32.50 K | $1.69 M | -2.92% | 0.06% |
ILLINOIS MUNICIPAL RETIREMENT FUND | 04/24/2025 | 31.80 K | $1.65 M | -1.10% | 0.05% |
AVANTAX ADVISORY SERVICES, INC. | 05/06/2025 | 31.47 K | $1.63 M | -0.80% | 0.05% |
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 05/01/2025 | 27.60 K | $1.43 M | -3.16% | 0.05% |
VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 21.33 K | $1.11 M | -0.03% | 0.04% |
SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2025 | 20.31 K | $1.05 M | 100.00% | 0.03% |
MARYLAND STATE RETIREMENT & PENSION SYSTEM | 05/12/2025 | 17.12 K | $887.86 K | -13.82% | 0.03% |
ARIZONA STATE RETIREMENT SYSTEM | 05/01/2025 | 16.89 K | $875.83 K | -1.72% | 0.03% |
AMALGAMATED BANK | 04/25/2025 | 16.70 K | $866.00 K | -3.13% | 0.03% |
05/07/2025 | 16.47 K | $863.02 M | 100.00% | 0.03% | |
HANDELSBANKEN FONDER AB | 04/15/2025 | 16.11 K | $835.00 K | 17.51% | 0.03% |
HRT FINANCIAL LP | 05/15/2025 | 14.03 K | $727.00 K | 100.00% | 0.02% |
WSFS Financial Corporation institutional Ownership - FAQ's
During the previous two years, 180 institutional investors and hedge funds held shares of WSFS Financial Corporation. The most heavily invested institutionals were:
Champlain Investment Partners, LLC: 1.22 M
COOKE & BIELER LP: 892,286
BROWN ADVISORY INC: 807,802
PZENA INVESTMENT MANAGEMENT LLC: 787,809
FRONTIER CAPITAL MANAGEMENT CO LLC: 758,599
BASSWOOD CAPITAL MANAGEMENT, L.L.C.: 248,749
89.77% of WSFS Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 28.31 M shares in the last 24 months. This purchase volume represents approximately $1.51 B in transactions.