WSFS Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 8.67 M | $442.19 M | 100.00% | 14.60% |
| VANGUARD GROUP INC | 11/13/2024 | 7.02 M | $357.93 M | -1.75% | 11.82% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 3.90 M | $199.06 M | 0.02% | 6.57% |
| STATE STREET CORP | 11/14/2024 | 3.03 M | $154.52 M | 2.98% | 5.10% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 2.78 M | $142.78 M | -8.20% | 4.68% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 2.29 M | $116.94 M | -2.45% | 3.86% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.69 M | $86.39 M | -2.18% | 2.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.42 M | $72.55 M | -0.13% | 2.40% |
| CHAMPLAIN INVESTMENT PARTNERS, LLC | 11/12/2024 | 1.30 M | $66.29 M | 1.15% | 2.19% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.00 M | $51.20 M | 0.56% | 1.69% |
| INVESCO LTD. | 11/12/2024 | 960,567 | $48.98 M | 4.94% | 1.62% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 908,428 | $46.32 M | 3.53% | 1.53% |
| BROWN ADVISORY INC | 11/13/2024 | 845,859 | $43.13 M | 1.69% | 1.42% |
| PZENA INVESTMENT MANAGEMENT LLC | 11/08/2024 | 816,470 | $41.63 M | -9.25% | 1.37% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 798,354 | $40.71 M | -8.91% | 1.34% |
| COOKE & BIELER LP | 11/08/2024 | 771,353 | $39.33 M | -19.61% | 1.30% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 762,869 | $38.90 M | -5.76% | 1.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 720,934 | $36.76 M | -0.16% | 1.21% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 11/14/2024 | 670,156 | $34.17 M | 28.04% | 1.13% |
| ABRDN PLC | 10/25/2024 | 620,808 | $31.66 M | 1.04% | 1.05% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 600,348 | $30.61 M | -4.04% | 1.01% |
| MORGAN STANLEY | 11/14/2024 | 529,875 | $27.02 M | 30.44% | 0.89% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 491,991 | $25.09 M | -11.28% | 0.83% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 469,718 | $23.95 M | 67.83% | 0.79% |
| JPMORGAN CHASE & CO | 11/08/2024 | 411,746 | $20.99 M | -7.91% | 0.69% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 359,212 | $18.32 M | -26.96% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 306,339 | $15.62 M | -6.77% | 0.52% |
| EARNEST PARTNERS LLC | 11/14/2024 | 299,965 | $15.30 M | -3.62% | 0.51% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 255,452 | $14.30 M | 1.53% | 0.43% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 242,765 | $12.38 M | -10.24% | 0.41% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 232,970 | $11.88 M | -17.91% | 0.39% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 230,172 | $11.74 M | 100.00% | 0.39% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 226,849 | $11.57 M | -4.26% | 0.38% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 220,000 | $11.22 M | 20.09% | 0.37% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 215,759 | $11.00 M | -1.08% | 0.36% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 205,936 | $10.50 M | -2.54% | 0.35% |
| ROYAL BANK OF CANADA | 11/14/2024 | 204,639 | $10.43 M | 130.52% | 0.34% |
| RHUMBLINE ADVISERS | 11/12/2024 | 178,404 | $9.10 M | -5.23% | 0.30% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 178,314 | $9.09 M | 1.65% | 0.30% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 170,413 | $8.69 M | -2.51% | 0.29% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 161,955 | $8.26 M | -22.31% | 0.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 154,226 | $7.86 M | -9.84% | 0.26% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 150,091 | $7.65 M | -37.52% | 0.25% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 130,759 | $6.67 M | -13.15% | 0.22% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 126,882 | $6.47 M | -1.91% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 125,702 | $6.41 M | -4.92% | 0.21% |
| BARCLAYS PLC | 11/19/2024 | 120,397 | $6.14 M | 110.80% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 117,340 | $5.98 M | -1.01% | 0.20% |
| CRAWFORD INVESTMENT COUNSEL INC | 11/14/2024 | 117,217 | $5.98 M | -0.40% | 0.20% |
| JANE STREET GROUP, LLC | 11/15/2024 | 114,154 | $5.82 M | 47.94% | 0.19% |
WSFS Financial Corporationinstitutional Ownership - FAQ's
During the previous two years, 335 institutional investors and hedge funds held shares of WSFS Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 8.67 M
VANGUARD GROUP INC: 7.02 M
DIMENSIONAL FUND ADVISORS LP: 3.9 M
STATE STREET CORP: 3.03 M
FRANKLIN RESOURCES INC: 2.78 M
T. Rowe Price Investment Management, Inc.: 2.29 M
88.47% of WSFS Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 66.68 M shares in the last 24 months. This purchase volume represents approximately $3.53 B in transactions.