WSFS

Wsfs Financial CORP

+$389.0M

Net Activity

Institutions Holding

325

Popularity Rank

#1833

Avg Weight

0.03%

Total Value

$3.1B

Ownership Trend

325 institutions currently hold WSFS, with 154 net buyers and 147 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

147

Net Buying Institutions

154

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$500.8M
DF
Dimensional Fund Advisors LP
$233.1M
VP
Vanguard Portfolio Management LLC
$213.3M
SS
State Street CORP
$190.0M
FR
Franklin Resources INC
$168.6M

Top 5 by Conviction

PC
Palisade Capital Management, LP
1.28%
C&
Cooke & Bieler LP
0.58%
FC
Frontier Capital Management Co LLC
0.45%
VN
Vaughan Nelson Investment Management, L.p.
0.34%
PI
Pzena Investment Management LLC
0.19%
View all 325 holding institutions

Quarterly Activity

Recent Activity

+$1.0B

Total Buy Value

$1.6B

Total Sell Value

New buy48
Trim111
Add106
Sold out36

154

Net Buyers

147

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$4.80M

Total Est. Value

65K shares

Planned Shares

Last Filed 2026-06-10
FilerFiling DateEst. Value
LEVENSON RODGER2026-06-10$4.80M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WSFS FINANCIAL CORP (WSFS)?
Major stakeholders currently include BlackRock, Inc. ($500.8M), Dimensional Fund Advisors LP ($233.1M), Vanguard Portfolio Management LLC ($213.3M). Based on the latest 13F filings, there are a total of 325 tracked investment funds and institutions maintaining positions in WSFS.
What is the overall institutional sentiment toward WSFS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $389.0M, driven by 154 managers accumulating shares while 147 reduced their exposure.
Which institutions have been selling or reducing their WSFS positions?
In the latest period, 111 funds trimmed their holdings, and 36 managers completely exited their positions. The aggregate reported sell value was $1.6B.
Are there any notable investors adding WSFS to their portfolios?
Yes, buying activity remains notable. 48 institutions opened new positions in {ticker}, and 106 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.0B.

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