Who Owns WSFS Financial Corporation (WSFS)?Hedge Fund & Institutional Holders

$62.94+0.22 (+0.35%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

6.587470281540904e+286%

QoQ Change in Holders

+8 / -4

Price History

$45.90$52.09$58.28$64.46$70.65Sep 24Jun 25Mar 26

WSFS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COOKE & BIELER LPNew Position+1.1M+$58.3B
PRINCIPAL FINANCIAL GROUP INCNew Position+261K+$14.4B
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+245K+$13.0B
Point72 Asset Management, L.P.New Position+222K+$12.0B
GOLDMAN SACHS GROUP INCIncreased+196K+$10.2B
Invesco Ltd.Increased+61K+$4.7B
TWO SIGMA INVESTMENTS, LPIncreased+97K+$4.6B
GREAT LAKES ADVISORS, LLCNew Position+79K+$4.0B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+68K+$3.8B
FRANKLIN RESOURCES INCIncreased+32K+$3.8B
AQR CAPITAL MANAGEMENT LLCIncreased+69K+$3.3B
D. E. Shaw & Co., Inc.Increased+58K+$3.1B
UBS Group AGIncreased+51K+$3.0B
AlphaQuest LLCNew Position+59K+$3.0B
Wilmington Savings Fund Society, FSBNew Position+79K+$3.0B

WSFS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MACQUARIE GROUP LTDClosed Position-3.8M-$206.5B
Champlain Investment Partners, LLCClosed Position-1.2M-$64.4B
JPMORGAN CHASE & CODecreased-313K-$18.3B
MILLENNIUM MANAGEMENT LLCDecreased-145K-$7.6B
CITADEL ADVISORS LLCDecreased-96K-$6.3B
RENAISSANCE TECHNOLOGIES LLCDecreased-98K-$5.4B
AXA Investment Managers S.A.Closed Position-90K-$4.8B
Edgestream Partners, L.P.Decreased-87K-$4.8B
NORTHERN TRUST CORPDecreased-42K-$4.5B
Cubist Systematic Strategies, LLCClosed Position-76K-$4.1B
PALISADE CAPITAL MANAGEMENT, LPDecreased-79K-$3.4B
ROYAL BANK OF CANADADecreased-56K-$3.1B
WELLINGTON MANAGEMENT GROUP LLPDecreased-13K-$3.0B
BROWN ADVISORY INCDecreased-43K-$2.8B
ALLIANCEBERNSTEIN L.P.Decreased-59K-$2.5B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP3,438,918$189.0B39.65%Share
2FRANKLIN RESOURCES INC2,427,970$134.0B32.88%Share
3COOKE & BIELER LP1,055,902$58.3B608.28%Share
4JPMORGAN CHASE & CO1,040,190$57.0B3.58%Share
5PZENA INVESTMENT MANAGEMENT LLC876,816$48.4B145.00%Share
6Invesco Ltd.828,019$45.7B7.01%Share
7FRONTIER CAPITAL MANAGEMENT CO LLC792,501$43.8B464.55%Share
8BROWN ADVISORY INC776,335$42.0B58.60%Share
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC696,551$38.0B5.90%Share
10AMERICAN CENTURY COMPANIES INC678,620$37.0B18.60%Share
11PALISADE CAPITAL MANAGEMENT, LP633,974$35.0B1.04%Share
12ALLIANCEBERNSTEIN L.P.579,625$32.0B10.11%Share
13MANUFACTURERS LIFE INSURANCE COMPANY, THE547,522$30.0B24.65%Share
14BANK OF AMERICA CORP /DE/482,912$26.0B1.89%Share
15NORTHERN TRUST CORP488,194$26.0B3.31%Share
16Aberdeen Group plc377,706$20.9B32.30%Share
17RAYMOND JAMES FINANCIAL INC346,561$19.0B5.91%Share
18Boston Partners330,997$18.0B18.64%Share
19PRINCIPAL FINANCIAL GROUP INC258,233$14.3B7.28%Share
20GOLDMAN SACHS GROUP INC258,523$14.0B1.73%Share
21MILLENNIUM MANAGEMENT LLC236,142$13.0B5.47%Share
22NEW YORK STATE COMMON RETIREMENT FUND244,671$13.0B17.35%Share
23Fisher Asset Management, LLC227,946$12.0B4.10%Share
24Point72 Asset Management, L.P.222,041$12.0B13.42%Share
25UBS Group AG206,496$11.4B1.85%Share
26GOLDMAN SACHS GROUP INC205,278$11.0B1.36%Share
27PUBLIC SECTOR PENSION INVESTMENT BOARD189,262$10.0B33.58%Share
28Invesco Ltd.179,592$9.9B1.52%Share
29Nuveen, LLC173,228$9.0B2.36%Share
30EARNEST PARTNERS LLC157,664$8.7B37.32%Share
31Clearbridge Investments, LLC147,697$8.0B6.41%Share
32AQR CAPITAL MANAGEMENT LLC154,768$8.0B4.20%Share
33RHUMBLINE ADVISERS151,378$8.0B6.47%Share
34Swiss National Bank110,040$6.0B3.57%Share
35DIMENSIONAL FUND ADVISORS LP123,696$6.0B1.26%Share
36CRAWFORD INVESTMENT COUNSEL INC113,506$6.0B99.90%Share
37BARCLAYS PLC104,715$5.0B1.20%Share
38WELLS FARGO & COMPANY/MN91,169$5.0B0.91%Share
39SEI INVESTMENTS CO93,788$5.0B4.94%Share
40AMERIPRISE FINANCIAL INC107,463$5.0B1.13%Share
41FIRST TRUST ADVISORS LP90,910$5.0B3.63%Share
42TWO SIGMA INVESTMENTS, LP104,410$5.0B7.05%Share
43Legal & General Group Plc86,811$4.0B0.89%Share
44Numerai GP LLC87,147$4.0B0.48%Share
45WELLINGTON MANAGEMENT GROUP LLP75,568$4.0B0.70%Share
46D. E. Shaw & Co., Inc.74,520$4.0B2.19%Share
47ROYAL BANK OF CANADA72,985$4.0B0.65%Share
48BANK OF AMERICA CORP /DE/85,949$4.0B0.29%Share
49PRUDENTIAL FINANCIAL INC84,280$4.0B4.83%Share
50Brandywine Global Investment Management, LLC81,019$4.0B26.83%Share

WSFS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025306$1.3T+107
Q3 2025199$1.5T-46
Q2 2025245$1.4T-13
Q1 2025258$1.9T+25
Q4 2024233$3.4T+19
Q3 2024214$55.9T+25
Q2 2024189$75.4T-1
Q1 2024190$850.8T—

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As of Q4 2025, 50 institutional investors hold WSFS (WSFS Financial Corporation). The largest holder is DIMENSIONAL FUND ADVISORS LP with $189.0B in shares. This quarter, 8 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own WSFS?

As of Q4 2025, 50 institutional investors report holding WSFS (WSFS Financial Corporation) in their 13F filings.

Who is the largest institutional holder of WSFS?

The largest institutional holder of WSFS is DIMENSIONAL FUND ADVISORS LP with $189.0B in shares.

Is institutional ownership of WSFS increasing or decreasing?

This quarter, 8 institutions opened new positions in WSFS and 4 closed their positions.