WSFS Financial Corporation
WSFS Financial Corporation (WSFS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · WSFS · as of Mar 31, 2025
Ownership Breakdown
265
Institutional Holders
▲ 11 vs Q4
$2.77B
Total Inst. Value
▼ $94.49M vs Q4
52.04M
Shares Outstanding
freeFloat 98.89%
53.34M
13F Shares Held
▼ 512,389 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
WSFS largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. national commercial banks | 8.55M | 14.56% | 14.56% | $443.29B | May 2, 2025 | ▼ 152.3K |
VANGUARD GROUP INC national commercial banks | 6.63M | 11.29% | 11.29% | $343.90B | May 9, 2025 | ▼ 370.9K |
DIMENSIONAL FUND ADVISORS LP national commercial banks | 3.79M | 6.45% | 6.45% | $196.50B | May 13, 2025 | ▼ 114.1K |
STATE STREET CORP national commercial banks | 3.11M | 5.29% | 5.29% | $161.15B | May 15, 2025 | ▼ 207.4K |
FRANKLIN RESOURCES INC national commercial banks | 2.58M | 4.40% | 4.40% | $134.02B | May 13, 2025 | ▲ 38.1K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. national commercial banks | 2.32M | 3.95% | 3.95% | $120.38B | May 14, 2025 | ▲ 7.6K |
MACQUARIE GROUP LTD national commercial banks | 1.92M | 3.26% | 3.26% | $99.39B | Aug 14, 2025 | ▲ 227.2K |
JPMORGAN CHASE & CO national commercial banks | 1.59M | 2.70% | 2.70% | $82.24B | May 12, 2025 | ▼ 102.3K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 1.43M | 2.44% | 2.44% | $74.44B | May 13, 2025 | ▲ 27.7K |
CHAMPLAIN INVESTMENT PARTNERS, LLC national commercial banks | 1.22M | 2.07% | 2.07% | $63.07B | May 14, 2025 | ▼ 18.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
19
Increased
+738.8K shares3
New Positions
first time holders28
Decreased
−1.72M shares0
Sold Out
fully exitedNet shares change (top 50)
980.0K
+738.8K / −1.72M
Net new holders
-6
3 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
WSFS insider trading · insider activity
Source: SEC Form 4
0
Buy transactions
31
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Wechsler James J EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax Withhold | 127 | $69.07 | $8.8K | 8.4K | Form 4 ↗ |
Wechsler James J EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax Withhold | 178 | $69.07 | $12.3K | 8.2K | Form 4 ↗ |
Wechsler James J EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax Withhold | 137 | $69.07 | $9.5K | 8.1K | Form 4 ↗ |
Wechsler James J EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax Withhold | 69 | $69.07 | $4.8K | 8.0K | Form 4 ↗ |
Hopkins Jamie Patrick Executive Vice President | Apr 15, 2026 | Tax Withhold | 636 | $69.07 | $43.9K | 15.2K | Form 4 ↗ |
Hopkins Jamie Patrick Executive Vice President | Apr 15, 2026 | Tax Withhold | 553 | $69.07 | $38.2K | 14.6K | Form 4 ↗ |
Matyger Allan Michael Junior EVP and CIO | Apr 15, 2026 | Tax Withhold | 123 | $69.07 | $8.5K | 5.0K | Form 4 ↗ |
Matyger Allan Michael Junior EVP and CIO | Apr 15, 2026 | Tax Withhold | 151 | $69.07 | $10.4K | 4.8K | Form 4 ↗ |
Matyger Allan Michael Junior EVP and CIO | Apr 15, 2026 | Tax Withhold | 119 | $69.07 | $8.2K | 4.7K | Form 4 ↗ |
Matyger Allan Michael Junior EVP and CIO | Apr 15, 2026 | Tax Withhold | 81 | $69.07 | $5.6K | 4.6K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
WSFS Financial Corporation (WSFS) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 1.11%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of WSFS Financial Corporation is BLACKROCK, INC., holding approximately 8.55 million shares — equal to 14.56% of outstanding shares — as of March 31, 2025.
A total of 265 institutional investors currently hold WSFS stock, with a combined institutional value of approximately $2.77 billion as of the most recent 13F filing period.
Frequently asked questions
WSFS ownershipWSFS Financial Corporation (WSFS) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BLACKROCK, INC. with a 14.56% stake. Company insiders hold 1.11%. Data sourced from SEC Form 13F as of March 31, 2025.