WSFS Institutional Ownership
Who owns Wsfs Financial Corp and what the big funds did with it last quarter, from every SEC 13F filing. 357 funds reported holding WSFS at Jun 30, 2026, together owning 92.8% of the company.
- ▲166 buying vs 142 selling
- ▲Held by funds +0.7 pts
- ▲Funds holding +24
- ▲Superinvestors: 4 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 357 | 333 | +7.2% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 47.4M | 47.1M | +0.7% |
| Held by funds | 92.8% | 92.2% | +0.7 pts |
| New positions | 59 | 49 | +20.4% |
| Increased | 107 | 104 | +2.9% |
| Reduced | 108 | 111 | −2.7% |
| Sold out | 34 | 34 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WSFS
All superinvestors →
Who owns WSFS
share of fund held shares- Index and passive funds51.3%
- Active managers and hedge funds32.8%
- Banks and brokers11.7%
- Pensions, insurers and other4.2%
The top 10 holders own 56.3% of all WSFS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
72 funds changed their position- Principal Financial Group IncAdded+39K sh
- Assenagon Asset Management S.A.Sold out−36K sh
- Verdence Capital Advisors LLCAdded+24K sh
- Pzena Investment Management LLCTrimmed−24K sh
- Cooke & Bieler LPTrimmed−17K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14.71% | 7.5M | $577M | −135K |
| 2 | Dimensional Fund Advisors LP | 6.99% | 3.6M | $274M | +12K |
| 3 | Vanguard Portfolio Management LLC | 6.48% | 3.3M | $254M | +54K |
| 4 | State Street Corp | 5.94% | 3M | $233M | +130K |
| 5 | Franklin Resources Inc | 4.52% | 2.3M | $177M | −265K |
| 6 | Vanguard Capital Management LLC | 4.42% | 2.3M | $173M | −112K |
| 7 | Geode Capital Management, LLC | 3.07% | 1.6M | $121M | +210K |
| 8 | Nomura Asset Management International Inc. | 2.28% | 1.2M | $89.4M | −377K |
| 9 | Invesco Ltd. | 2.06% | 1.1M | $80.7M | +107K |
| 10 | Pzena Investment Management LLC | 1.74% | 888K | $68.2M | +9,908 |
- Norges Bank+639K sh+$49M
- Qube Research & Technologies Ltd+339K sh+$26M
- Fmr LLC+277K sh+$21.3M
- Two Sigma Investments, LP+251K sh+$19.3M
- Geode Capital Management, LLC+210K sh+$16.1M
- Vaughan Nelson Investment Management, L.P.+181K sh+$13.9M
- Wellington Management Group LLP+162K sh+$12.5M
- State Street Corp+130K sh+$10M
- Cooke & Bieler LP−459K sh−$35.2M
- Nomura Asset Management International Inc.−377K sh−$29M
- Palisade Capital Management, LP−308K sh−$23.6M
- Jpmorgan Chase & Co−268K sh−$20.6M
- Franklin Resources Inc−265K sh−$20.3M
- Freestone Grove Partners LP−251K sh−$16.4M
- Alliancebernstein L.P.−228K sh−$15M
- UBS Group AG−146K sh−$11.2M
WSFS institutional ownership FAQ
Who owns the most WSFS stock?
In Q2 2026 13F filings the largest holder of WSFS was BlackRock, Inc., followed by Dimensional Fund Advisors LP and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of WSFS is owned by institutions?
Funds that file 13F reports held 92.8% of WSFS's shares at Jun 30, 2026, compared with 92.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WSFS?
In Q2 2026, 166 funds bought WSFS (59 of them new positions) and 142 sold (34 sold out completely). Among well known investors, 4 added and 1 cut. Our fund sentiment for WSFS is strongly bullish.
What is WSFS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this WSFS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.