WSFS FINANCIAL CORP (WSFS) Institutional Ownership
WSFS is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.98M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Hancock Classic Value, which reported ownership valued at approximately $57.51M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Hancock Classic Value's WSFS position is now estimated to be worth approximately $64.63M, representing an estimated gain of +12.37% since the filing period.
Major shareholders tracked on this page include Hancock Classic Value, Renaissance Technologies LLC, Lountzis Asset Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward WSFS FINANCIAL CORP (WSFS).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 3 | $59,980,081 | 916,286 |
| Q4 2025 | 3 | $51,423,689 | 930,914 |
| Q3 2025 | 3 | $58,300,056 | 1,081,032 |
| Q2 2025 | 3 | $58,226,630 | 1,058,666 |
| Q1 2025 | 3 | $48,302,196 | 931,106 |
| Q4 2024 | 3 | $51,248,188 | 964,581 |
| Q3 2024 | 3 | $50,756,720 | 995,425 |
| Q2 2024 | 3 | $52,974,828 | 1,127,124 |
| Q1 2024 | 3 | $42,974,157 | 1,250,147 |
| Q4 2023 | 3 | $46,973,733 | 1,299,873 |
| Q3 2023 | 3 | $38,116,492 | 1,335,422 |
| Q2 2023 | 3 | $39,428,229 | 1,359,296 |
Related WSFS Institutional Insights:
- WSFS Institutional Ownership & Insiders Activity
- WSFS Institutional Ownership & 13F Activity
- WSFS Top Institutional Shareholders
- WSFS Institutional Buying Activity
- WSFS Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- WSFS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings