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WSFS Financial Corporation (WSFS) Institutional Ownership & Insider Trading

355 institutions reported holding WSFS Financial Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 9 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

WSFSWSFS Financial CorporationFollow WSFS — free
Banks - Regional · Financials
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Price chart with a free account
Market cap
4.0B
P/E TTM
13.2
Dividend yield
0.9%
52-week
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Next earnings
25 Jan, in 93 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

355 institutions held 92.8% of the shares. Across filers that reported both quarters, shares held changed -0.6%.

Increased+94New+48Decreased-101Closed-25

Largest moves, shares (millions)

Qube Research & Technologies+0.3MFMR+0.3MTwo Sigma Investments+0.3MCooke & Bieler-0.5MNomura Asset Management…-0.4MPalisade Capital Management-0.3M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-0.9Sep 24+0.3Dec 24-0.7Mar 25-2.0Jun 25+2.6Sep 25-6.6Dec 25-1.1Mar 26-0.3Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2635547-0.6%944810125
Mar 2632447-2.6%904410428
Dec 2530849-12.4%853210514
Sep 2528553+5.0%67289223
Jun 2528051-3.7%69341029
Mar 2525753-1.3%73218116
Dec 2424654+0.5%68166030
Sep 2425953-1.9%56379111

WSFS Financial Corporation — questions

Who owns WSFS Financial Corporation stock?
355 institutions reported WSFS Financial Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (14.7%), DIMENSIONAL FUND ADVISORS LP (7.0%), VANGUARD PORTFOLIO MANAGEMENT LLC (6.5%).
Are WSFS Financial Corporation insiders buying or selling?
9 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from WSFS Financial Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.