WSFS Institutional Ownership & Shareholders
WSFS FINANCIAL CORP (WSFS) is currently held by 353 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of WSFS tracked by InsiderSet, reporting ownership valued at approximately $576.70M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $589.77M, representing an estimated gain of +2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed WSFS value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in WSFS FINANCIAL CORP (WSFS).
This page ranks the largest institutional WSFS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
353
Total Reported Value
$3.45B
Largest Holder
Blackrock, Inc.
Largest Position
$576.70M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 7,515,901 | $576,695,133 | $589,772,751 | +$13,077,618 | +2.27% | |
| Dimensional Fund Advisors Lp | 0.05% | 3,572,913 | $274,150,297 | $280,366,483 | +$6,216,186 | +2.27% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,312,116 | $254,138,661 | $259,901,743 | +$5,763,082 | +2.27% | |
| State Street Corp | 0.01% | 3,032,754 | $232,701,736 | $237,980,206 | +$5,278,470 | +2.27% | |
| Vanguard Capital Management Llc | 0.00% | 2,255,877 | $173,093,442 | $177,018,668 | +$3,925,226 | +2.27% | |
| Geode Capital Management, Llc | 0.01% | 1,570,611 | $120,530,820 | $123,245,845 | +$2,715,025 | +2.25% | |
| Nomura Asset Management International Inc. | 0.13% | 1,165,245 | $89,411,000 | $91,436,775 | +$2,025,775 | +2.27% | |
| Invesco Ltd. | 0.01% | 1,052,326 | $80,744,974 | $82,576,021 | +$1,831,047 | +2.27% | |
| T. Rowe Price Investment Management, Inc. | 0.04% | 861,436 | $66,098,000 | $67,596,883 | +$1,498,883 | +2.27% | |
| Pzena Investment Management | Richard Pzena | 0.19% | 864,585 | $65,336,688 | $67,843,985 | +$2,507,297 | +3.84% |
| Jpmorgan Chase & Co | 0.00% | 828,398 | $63,723,127 | $65,004,391 | +$1,281,264 | +2.01% | |
| Charles Schwab Investment Management Inc | 0.01% | 735,191 | $56,411,205 | $57,690,438 | +$1,279,233 | +2.27% | |
| Brown Advisory Inc | 0.09% | 731,582 | $56,134,197 | $57,407,240 | +$1,273,043 | +2.27% | |
| American Century Companies Inc | 0.02% | 715,383 | $54,891,380 | $56,136,104 | +$1,244,724 | +2.27% | |
| Vaughan Nelson Investment Management, L.P. | 0.48% | 705,083 | $54,101,018 | $55,327,863 | +$1,226,845 | +2.27% | |
| Bank Of America Corp | 0.00% | 646,080 | $49,573,720 | $50,697,898 | +$1,124,178 | +2.27% | |
| Norges Bank | 0.00% | 638,922 | $49,024,485 | $50,136,209 | +$1,111,724 | +2.27% | |
| Goldman Sachs Group Inc | 0.00% | 612,403 | $46,989,671 | $48,055,263 | +$1,065,592 | +2.27% | |
| Northern Trust Corp | 0.01% | 607,642 | $46,624,370 | $47,681,668 | +$1,057,298 | +2.27% | |
| Principal Financial Group Inc | 0.02% | 573,779 | $43,360,479 | $45,024,438 | +$1,663,959 | +3.84% | |
| Frontier Capital Management Co Llc | 0.38% | 535,179 | $41,064,285 | $41,995,496 | +$931,211 | +2.27% | |
| Manufacturers Life Insurance Company, The | 0.03% | 521,623 | $40,024,133 | $40,931,757 | +$907,624 | +2.27% | |
| Two Sigma Investments, Lp | 0.03% | 504,502 | $38,710,438 | $39,588,272 | +$877,834 | +2.27% | |
| Morgan Stanley | 0.00% | 433,570 | $33,267,943 | $34,022,238 | +$754,295 | +2.27% | |
| Raymond James Financial Inc | 0.01% | 388,295 | $29,793,891 | $30,469,509 | +$675,618 | +2.27% | |
| Bank Of New York Mellon Corp | 0.00% | 387,352 | $29,721,513 | $30,395,511 | +$673,998 | +2.27% | |
| Nuveen, Llc | 0.01% | 364,947 | $28,002,331 | $28,637,391 | +$635,060 | +2.27% | |
| Qube Research & Technologies Ltd | 0.03% | 351,205 | $26,947,960 | $27,559,056 | +$611,096 | +2.27% | |
| Aberdeen Group Plc | 0.04% | 349,353 | $26,805,856 | $27,413,730 | +$607,874 | +2.27% | |
| Fmr Llc | 0.00% | 345,298 | $26,494,726 | $27,095,534 | +$600,808 | +2.27% | |
| Vanguard Fiduciary Trust Co | 0.01% | 343,779 | $26,378,163 | $26,976,338 | +$598,175 | +2.27% | |
| Cooke & Bieler Lp | 0.37% | 313,020 | $23,654,921 | $24,562,679 | +$907,758 | +3.84% | |
| Wellington Management Group Llp | 0.00% | 307,789 | $23,616,650 | $24,152,203 | +$535,553 | +2.27% | |
| Palisade Capital Management, Lp | 0.93% | 279,625 | $21,455,634 | $21,942,174 | +$486,540 | +2.27% | |
| Aqr Capital Management Llc | 0.01% | 256,901 | $19,711,989 | $20,159,021 | +$447,032 | +2.27% | |
| New York State Common Retirement Fund | 0.02% | 233,296 | $17,900,802 | $18,306,737 | +$405,935 | +2.27% | |
| Alliancebernstein L.P. | 0.01% | 267,211 | $17,491,632 | $20,968,047 | +$3,476,415 | +19.87% | |
| Fisher Asset Management, Llc | 0.01% | 227,957 | $17,491,140 | $17,887,786 | +$396,646 | +2.27% | |
| Citadel Advisors Llc | 0.01% | 189,946 | $14,574,557 | $14,905,063 | +$330,506 | +2.27% | |
| Algert Global Llc | 0.17% | 183,668 | $14,092,846 | $14,412,428 | +$319,582 | +2.27% | |
| Public Sector Pension Investment Board | 0.04% | 178,776 | $13,717,482 | $14,028,553 | +$311,071 | +2.27% | |
| Clearbridge Investments, Llc | 0.01% | 168,798 | $12,951,877 | $13,245,579 | +$293,702 | +2.27% | |
| Wells Fargo & Company/Mn | 0.00% | 166,593 | $12,782,677 | $13,072,553 | +$289,876 | +2.27% | |
| Bridgewater Associates, Lp | 0.05% | 158,444 | $12,157,408 | $12,433,101 | +$275,693 | +2.27% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 147,373 | $11,564,359 | $11,564,359 | +$0 | +0.00% | |
| Natixis Advisors, Llc | 0.01% | 146,590 | $11,248,000 | $11,502,917 | +$254,917 | +2.27% | |
| Victory Capital Management Inc | 0.01% | 143,422 | $11,004,770 | $11,254,324 | +$249,554 | +2.27% | |
| Earnest Partners Llc | 0.04% | 139,342 | $10,691,712 | $10,934,167 | +$242,455 | +2.27% | |
| Rhumbline Advisers | 0.01% | 131,995 | $10,127,955 | $10,357,648 | +$229,693 | +2.27% | |
| Legal & General Group Plc | 0.00% | 119,213 | $9,147,214 | $9,354,644 | +$207,430 | +2.27% |
Frequently asked questions about WSFS
Who are the largest institutional holders of WSFS?
The largest institutional holders of WSFS reported in the latest SEC Form 13F filings include Blackrock, Inc., Dimensional Fund Advisors Lp, Vanguard Portfolio Management Llc, State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported WSFS position.
What is WSFS institutional ownership?
This page tracks WSFS positions reported by institutional investment managers through SEC Form 13F. WSFS FINANCIAL CORP (WSFS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WSFS?
InsiderSet currently tracks 353 institutional managers reporting WSFS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WSFS shareholders.
How much WSFS stock do institutions own?
Institutional investment managers disclosed approximately $3.45B in WSFS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WSFS institutional ownership last updated?
The latest WSFS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WSFS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WSFS position after the reporting date.
Are institutions buying or selling WSFS?
Institutional buying and selling can be analyzed by comparing WSFS positions across consecutive 13F reporting periods. InsiderSet's WSFS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WSFS ownership changes.
How has WSFS institutional ownership changed over time?
InsiderSet tracks WSFS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.