DaveManuel.com · Institutional Ownership · Who Owns It
WSFS FINL CORP (WSFS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
357
Reporting holders
$3.6B
Reported value
92.8%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+24
Holder change
Institutions report 47,419,128 shares against 51,090,605 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $576.7M | 7,515,901 | 0.01% | 8q | -1.8%-$10.3M |
| DIMENSIONAL FUND ADVISORS LP | $274.2M | 3,572,913 | 0.05% | 31q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $254.1M | 3,312,116 | 0.01% | 2q | +1.7%+$4.2M |
| STATE STREET CORP | $232.7M | 3,032,754 | 0.01% | 31q | +4.5%+$10.0M |
| FRANKLIN RESOURCES INC | $177.3M | 2,310,174 | 0.04% | 31q | -10.3%-$20.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $173.1M | 2,255,877 | 0.00% | 2q | -4.7%-$8.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $120.5M | 1,570,611 | 0.01% | 31q | +15.4%+$16.1M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $89.4M | 1,165,245 | 0.13% | 3q | -24.5%-$29.0M |
| Invesco Ltd. | $80.7M | 1,052,326 | 0.01% | 31q | +11.4%+$8.2M |
| PZENA INVESTMENT MANAGEMENT LLC | $68.2M | 888,496 | 0.20% | 31q | +1.1%+$760.2K |
| T. Rowe Price Investment Management, Inc. | $66.1M | 861,436 | 0.04% | 16q | -5.2%-$3.6M |
| JPMORGAN CHASE & CO | $63.7M | 828,398 | 0.00% | 31q | -24.5%-$20.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $56.4M | 735,191 | 0.01% | 31q | +5.2%+$2.8M |
| BROWN ADVISORY INC | $56.1M | 731,582 | 0.09% | 22q | -1.8%-$1.0M |
| AMERICAN CENTURY COMPANIES INC | $54.9M | 715,383 | 0.02% | 25q | +3.5%+$1.8M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $54.1M | 705,083 | 0.48% | 2q | +34.5%+$13.9M |
| BANK OF AMERICA CORP /DE/ | $49.6M | 646,080 | 0.00% | 31q | -12.4%-$7.0M |
| NORGES BANK | $49.0M | 638,922 | 0.00% | 32q | -9.9%-$5.4M |
| GOLDMAN SACHS GROUP INC | $47.0M | 612,403 | 0.00% | 31q | +21.4%+$8.3M |
| NORTHERN TRUST CORP | $46.6M | 607,642 | 0.01% | 31q | +4.5%+$2.0M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $41.1M | 535,179 | 0.38% | 31q | -20.8%-$10.8M |
| PRINCIPAL FINANCIAL GROUP INC | $41.0M | 534,461 | 0.02% | 30q | +25.0%+$8.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $40.0M | 521,623 | 0.03% | 31q | -1.6%-$656.2K |
| TWO SIGMA INVESTMENTS, LP | $38.7M | 504,502 | 0.03% | 5q | +99.2%+$19.3M |
| MORGAN STANLEY | $33.3M | 433,570 | 0.00% | 35q | +0.7%+$243.7K |
| RAYMOND JAMES FINANCIAL INC | $29.8M | 388,295 | 0.01% | 7q | -6.8%-$2.2M |
| Bank of New York Mellon Corp | $29.7M | 387,352 | 0.00% | 31q | HELD |
| Nuveen, LLC | $28.0M | 364,947 | 0.01% | 6q | +33.3%+$7.0M |
| Qube Research & Technologies Ltd | $26.9M | 351,205 | 0.03% | 4q | +2767.7%+$26.0M |
| Aberdeen Group plc | $26.8M | 349,353 | 0.04% | 10q | -10.7%-$3.2M |
| FMR LLC | $26.5M | 345,298 | 0.00% | 31q | +407.6%+$21.3M |
| VANGUARD FIDUCIARY TRUST CO | $26.4M | 343,779 | 0.01% | 2q | -1.5%-$413.1K |
| COOKE & BIELER LP | $25.3M | 330,340 | 0.29% | 22q | -58.1%-$35.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $23.6M | 307,789 | 0.00% | 31q | +111.7%+$12.5M |
| PALISADE CAPITAL MANAGEMENT, LP | $21.5M | 279,625 | 0.93% | 31q | -52.4%-$23.6M |
| AQR CAPITAL MANAGEMENT LLC | $19.7M | 256,901 | 0.01% | 7q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $17.9M | 233,296 | 0.02% | 31q | +0.8%+$145.8K |
| ALLIANCEBERNSTEIN L.P. | $17.5M | 267,211 | 0.01% | 31q | -46.1%-$15.0M |
| Fisher Asset Management, LLC | $17.5M | 227,957 | 0.01% | 12q | HELD |
| CITADEL ADVISORS LLC | $14.6M | 189,946 | 0.00% | 5q | +73.7%+$6.2M |
| ALGERT GLOBAL LLC | $14.1M | 183,668 | 0.17% | 2q | +111.5%+$7.4M |
| Public Sector Pension Investment Board | $13.7M | 178,776 | 0.04% | 22q | -6.4%-$941.0K |
| Clearbridge Investments, LLC | $13.0M | 168,798 | 0.01% | 8q | -11.9%-$1.8M |
| WELLS FARGO & COMPANY/MN | $12.8M | 166,593 | 0.00% | 31q | +16.1%+$1.8M |
| Bridgewater Associates, LP | $12.2M | 158,444 | 0.05% | 2q | +77.4%+$5.3M |
| Allspring Global Investments Holdings, LLC | $11.6M | 147,373 | 0.02% | 19q | +10.0%+$1.1M |
| NATIXIS ADVISORS, LLC | $11.2M | 146,590 | 0.01% | 11q | +27.3%+$2.4M |
| VICTORY CAPITAL MANAGEMENT INC | $11.0M | 143,422 | 0.01% | 30q | +11.3%+$1.1M |
| EARNEST PARTNERS LLC | $10.7M | 139,342 | 0.04% | 18q | -3.7%-$415.9K |
| RHUMBLINE ADVISERS | $10.1M | 131,995 | 0.01% | 31q | -11.4%-$1.3M |
| Legal & General Group Plc | $9.1M | 119,213 | 0.00% | 31q | -2.6%-$245.8K |
| CRAWFORD INVESTMENT COUNSEL INC | $9.1M | 118,806 | 0.15% | 18q | -0.8%-$75.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.1M | 118,291 | 0.00% | 31q | HELD |
| SEI INVESTMENTS CO | $9.0M | 117,812 | 0.01% | 31q | -32.5%-$4.3M |
| ENVESTNET ASSET MANAGEMENT INC | $8.4M | 109,365 | 0.00% | 22q | -2.2%-$191.0K |
| LORD, ABBETT & CO. LLC | $8.3M | 108,676 | 0.02% | 16q | -22.1%-$2.4M |
| PRUDENTIAL FINANCIAL INC | $8.3M | 107,970 | 0.01% | 31q | +18.9%+$1.3M |
| TUDOR INVESTMENT CORP ET AL | $8.1M | 105,538 | 0.01% | 4q | +238.1%+$5.7M |
| ACADIAN ASSET MANAGEMENT LLC | $8.1M | 105,175 | 0.01% | 3q | +490.5%+$6.7M |
| Swiss National Bank | $8.0M | 104,740 | 0.00% | 31q | -3.1%-$260.9K |
| UBS Group AG | $7.9M | 103,247 | 0.00% | 31q | -58.5%-$11.2M |
| AMERIPRISE FINANCIAL INC | $7.3M | 94,670 | 0.00% | 31q | -6.6%-$509.3K |
| Point72 Asset Management, L.P. | $7.1M | 93,097 | 0.01% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $7.0M | 91,483 | 0.00% | 3q | +422.1%+$5.7M |
| INTECH INVESTMENT MANAGEMENT LLC | $6.7M | 87,297 | 0.06% | 8q | +22.2%+$1.2M |
| FIRST TRUST ADVISORS LP | $6.5M | 85,061 | 0.00% | 31q | -20.6%-$1.7M |
| Edgestream Partners, L.P. | $6.5M | 84,416 | 0.19% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $6.1M | 79,413 | 0.00% | 31q | -35.9%-$3.4M |
| Wilmington Savings Fund Society, FSB | $6.0M | 78,398 | 0.13% | 17q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $5.8M | 76,023 | 0.01% | 5q | -0.8%-$44.7K |
| GREAT LAKES ADVISORS, LLC | $5.7M | 74,597 | 0.04% | 14q | -18.9%-$1.3M |
| MILLENNIUM MANAGEMENT LLC | $5.5M | 72,300 | 0.00% | 17q | +75.7%+$2.4M |
| BESSEMER GROUP INC | $5.4M | 70,884 | 0.01% | 14q | HELD |
| WINTON GROUP Ltd | $5.0M | 65,328 | 0.16% | new | NEW |
| ROYAL BANK OF CANADA | $4.7M | 61,293 | 0.00% | 31q | -4.3%-$210.9K |
| LAZARD ASSET MANAGEMENT LLC | $4.6M | 60,598 | 0.01% | 2q | +129.9%+$2.6M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.5M | 59,027 | 0.00% | 31q | -11.2%-$571.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 58,891 | 0.01% | 2q | +230.6%+$3.2M |
| CITIGROUP INC | $4.4M | 57,524 | 0.00% | 31q | +21.5%+$780.5K |
| DEUTSCHE BANK AG\ | $4.3M | 55,456 | 0.00% | 34q | +22.5%+$782.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.2M | 54,392 | 0.01% | 6q | -14.3%-$698.9K |
| BNP PARIBAS FINANCIAL MARKETS | $3.9M | 50,291 | 0.00% | 31q | +315.2%+$2.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.8M | 49,162 | 0.00% | 2q | +4.4%+$160.7K |
| Russell Investments Group, Ltd. | $3.6M | 46,274 | 0.00% | 31q | +166.9%+$2.2M |
| Pathstone Holdings, LLC | $3.5M | 45,351 | 0.01% | 11q | +37.7%+$953.4K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.2M | 42,059 | 0.06% | 13q | HELD |
| CANADA LIFE ASSURANCE Co | $3.2M | 42,082 | 0.01% | 27q | -5.6%-$191.4K |
| BARCLAYS PLC | $3.1M | 39,938 | 0.00% | 31q | +23.5%+$582.6K |
| HANTZ FINANCIAL SERVICES, INC. | $2.9M | 38,209 | 0.04% | 9q | -5.0%-$155.1K |
| Assenagon Asset Management S.A. | $2.8M | 36,068 | 0.00% | new | NEW |
| Thrivent Financial for Lutherans | $2.7M | 35,022 | 0.00% | 22q | -4.0%-$113.1K |
| Rafferty Asset Management, LLC | $2.5M | 32,841 | 0.01% | 14q | -23.6%-$777.7K |
| Integrated Quantitative Investments LLC | $2.5M | 31,933 | 0.40% | 2q | +77.1%+$1.1M |
| MetLife Investment Management, LLC | $2.4M | 30,896 | 0.01% | 32q | +6.2%+$138.3K |
| Horizon Investments, LLC | $2.4M | 30,766 | 0.03% | 2q | +115.5%+$1.3M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $2.3M | 30,605 | 0.00% | 22q | -8.9%-$228.8K |
| Vanguard Global Advisers, LLC | $2.3M | 29,598 | 0.00% | 2q | -3.2%-$74.7K |
| State of Tennessee, Department of Treasury | $2.2M | 28,442 | 0.01% | 22q | -26.4%-$781.3K |
| Engineers Gate Manager LP | $2.1M | 27,802 | 0.03% | new | NEW |
| Illinois Municipal Retirement Fund | $2.1M | 27,163 | 0.02% | 12q | -3.8%-$81.5K |
Showing the largest 100 of 357 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-06 | 2026-10-06 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-10 | LEVENSON RODGER | President & CEO | Sold | 65,446 | $4.9M ×2 |
| 2026-07-28 | Kruzinski Shari | EVP, Chief Consumer Bk Officer | Sold | 3,500 | $286.1K |
| 2026-09-10 | DONAHUE MICHAEL J | Director | Sold | 3,247 | $258.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 85 | $57.5M | 761,448 | 16 | 18 | 18 | 0.0% |
| Q2 2026 | 357 | $3.6B | 47,419,128 | 59 | 99 | 108 | 0.0% |
| Q1 2026 | 333 | $3.1B | 47,080,062 | 50 | 97 | 108 | 0.0% |
| Q4 2025 | 317 | $2.7B | 48,995,885 | 40 | 92 | 110 | 0.0% |
| Q3 2025 | 294 | $2.9B | 53,391,511 | 40 | 73 | 100 | 0.0% |
| Q2 2025 | 287 | $2.8B | 51,514,359 | 38 | 72 | 107 | 0.0% |
| Q1 2025 | 264 | $2.8B | 53,307,832 | 30 | 76 | 88 | 0.0% |
| Q4 2024 | 254 | $2.9B | 53,862,283 | 22 | 74 | 74 | 0.0% |
| Q3 2024 | 265 | $2.7B | 53,459,062 | 46 | 61 | 93 | 0.0% |
| Q2 2024 | 232 | $2.5B | 53,886,592 | 19 | 62 | 88 | 0.0% |
| Q1 2024 | 241 | $2.5B | 55,346,424 | 20 | 60 | 91 | 0.0% |
| Q4 2023 | 242 | $2.5B | 54,403,850 | 35 | 76 | 71 | 0.0% |
| Q3 2023 | 218 | $1.9B | 53,134,323 | 26 | 55 | 75 | 0.0% |
| Q2 2023 | 208 | $2.0B | 53,655,675 | 17 | 60 | 86 | 0.0% |
| Q1 2023 | 222 | $2.0B | 54,193,708 | 21 | 65 | 76 | 0.0% |
| Q4 2022 | 229 | $2.5B | 54,391,413 | 17 | 49 | 104 | 0.0% |
| Q3 2022 | 224 | $3.6B | 77,893,470 | 25 | 52 | 92 | 0.0% |
| Q2 2022 | 223 | $2.9B | 71,502,302 | 27 | 56 | 88 | 0.0% |
| Q1 2022 | 224 | $4.3B | 91,355,196 | 55 | 104 | 36 | 0.0% |
| Q4 2021 | 198 | $3.8B | 76,470,868 | 28 | 71 | 48 | 0.0% |
| Q3 2021 | 185 | $3.9B | 75,071,237 | 18 | 59 | 63 | 0.0% |
| Q2 2021 | 185 | $3.9B | 82,495,003 | 19 | 50 | 72 | 0.0% |
| Q1 2021 | 185 | $4.1B | 83,158,974 | 45 | 41 | 66 | 0.0% |
| Q4 2020 | 163 | $3.5B | 77,161,265 | 27 | 51 | 59 | 0.0% |
| Q3 2020 | 146 | $2.2B | 82,438,624 | 8 | 63 | 51 | 0.0% |
| Q2 2020 | 164 | $1.8B | 62,505,928 | 30 | 68 | 39 | 0.1% |
| Q1 2020 | 149 | $2.6B | 102,860,382 | 15 | 47 | 48 | 0.0% |
| Q4 2019 | 174 | $3.1B | 71,375,256 | 21 | 51 | 55 | 0.0% |
| Q3 2019 | 160 | $3.2B | 73,376,967 | 16 | 42 | 58 | 0.0% |
| Q2 2019 | 169 | $3.1B | 73,872,200 | 17 | 59 | 55 | 0.0% |
| Q1 2019 | 184 | $2.3B | 59,347,442 | 47 | 77 | 38 | 0.0% |
| Q4 2018 | 146 | $1.5B | 38,909,487 | 3 | 1 | 4 | 0.0% |