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WSFS Financial Corporation (WSFS) institutional ownership

Market cap$3.0B SectorFinancial Services
Funds holding · Q1 2026
295
reported WSFS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
150 buyers · 145 sellers

WSFS Financial Corporation (WSFS) price and institutional activity

Dates

Q1 2026

$0 bought by 150 investors
Vaughan Nelson Investment Management, L.P.Freestone Grove Partners LP +148 more
$0 sold by 145 investors
NorgesBoston Partners +143 more
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Bought Sold Totals per quarter; hover a bar for the names.

WSFS Financial Corporation (WSFS) institutional activity · 295

Investor Type Est. change Change Δ Own Date
Norges · Exited
Change −710K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −710K −100.0% Q1 2026
Vaughan Nelson Investment Management, L.P. · New
Change +524K Date Q1 2026
Vaughan Nelson Investment Management, L.P. New· Q1 2026 +524K Q1 2026
Boston Partners · Exited
Change −341K Δ Own −100.0% Date Q1 2026
Boston Partners Exited· Q1 2026 −341K −100.0% Q1 2026
Cooke & Bieler LP · Reduced
Change −267K Date Q1 2026
Cooke & Bieler LP Reduced· Q1 2026 −267K Q1 2026
Freestone Grove Partners LP · New
Change +251K Date Q1 2026
Freestone Grove Partners LP New· Q1 2026 +251K Q1 2026
BlackRock · Reduced
Change −234K Date Q1 2026
BlackRock Reduced· Q1 2026 −234K Q1 2026
Point72 Asset Management, L.P. · Exited
Change −222K Δ Own −100.0% Date Q1 2026
Point72 Asset Management, L.P. Exited· Q1 2026 −222K −100.0% Q1 2026
Millennium Management LLC · Reduced
Change −195K Date Q1 2026
Millennium Management LLC Reduced· Q1 2026 −195K Q1 2026
Principal Financial Group Inc · Added
Change +167K Date Q1 2026
Principal Financial Group Inc Added· Q1 2026 +167K Q1 2026
Qube Research & Technologies Ltd · Reduced
Change −164K Date Q1 2026
Qube Research & Technologies Ltd Reduced· Q1 2026 −164K Q1 2026
Two Sigma Investments, LP · Added
Change +149K Δ Own +142.5% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +149K +142.5% Q1 2026
JPMorgan Chase & Co · Reduced
Change −134K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −134K Q1 2026
Invesco Ltd. · Reduced
Change −122K Δ Own −11.4% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −122K −11.4% Q1 2026
Vanguard · Added
Change +112K Date Q1 2026
Vanguard Added· Q1 2026 +112K Q1 2026
Nomura Asset Management International Inc. · Reduced
Change −111K Date Q1 2026
Nomura Asset Management International Inc. Reduced· Q1 2026 −111K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 295

Famous investor activity in WSFS Financial Corporation (WSFS)

WSFS Financial Corporation (WSFS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Levenson Rodger · Officer 2 operations −$4.9M
Price $74.01–$74.43 Qty −65K Owned 186K Trade date Jun 10, 2026 Filed date Jun 12, 2026
Levenson Rodger Officer 2 operations $74.01–$74.43 −65K −$4.9M 186K Jun 10, 2026 Jun 12, 2026
Levenson Rodger · Officer 4 operations 0
Price $36.11–$51.84 Owned 0 Trade date Jun 10, 2026 Filed date Jun 12, 2026
Levenson Rodger Officer 4 operations $36.11–$51.84 0 0 Jun 10, 2026 Jun 12, 2026
Wechsler James J. · Officer 4 operations -$35K
Price $69.07 Qty -511 Owned 8K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Wechsler James J. Officer 4 operations $69.07 -511 -$35K 8K Apr 15, 2026 Apr 17, 2026
Hopkins Jamie Patrick · Officer 2 operations -$82K
Price $69.07 Qty -1K Owned 15K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Hopkins Jamie Patrick Officer 2 operations $69.07 -1K -$82K 15K Apr 15, 2026 Apr 17, 2026
Matyger Allan Michael Junior · Officer 4 operations -$33K
Price $69.07 Qty -474 Owned 5K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Matyger Allan Michael Junior Officer 4 operations $69.07 -474 -$33K 5K Apr 15, 2026 Apr 17, 2026
Levenson Rodger · Officer 4 operations -$646K
Price $69.07 Qty -9K Owned 189K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Levenson Rodger Officer 4 operations $69.07 -9K -$646K 189K Apr 15, 2026 Apr 17, 2026
Kruzinski Shari · Officer 4 operations -$111K
Price $69.07 Qty -2K Owned 19K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Kruzinski Shari Officer 4 operations $69.07 -2K -$111K 19K Apr 15, 2026 Apr 17, 2026
Davis Christine Elizabeth · Officer 4 operations -$81K
Price $69.07 Qty -1K Owned 14K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Davis Christine Elizabeth Officer 4 operations $69.07 -1K -$81K 14K Apr 15, 2026 Apr 17, 2026
Burg David · Officer Tax withholding or exercise payment (F) -$32K
Price $69.07 Qty -460 Owned 29K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Burg David Officer Tax withholding or exercise payment (F) $69.07 -460 -$32K 29K Apr 15, 2026 Apr 17, 2026
Brubaker Lisa M. · Officer 4 operations -$120K
Price $69.07 Qty -2K Owned 49K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Brubaker Lisa M. Officer 4 operations $69.07 -2K -$120K 49K Apr 15, 2026 Apr 17, 2026
Bacci Arthur J. · Officer 4 operations -$134K
Price $69.07 Qty -2K Owned 32K Trade date Apr 15, 2026 Filed date Apr 17, 2026
Bacci Arthur J. Officer 4 operations $69.07 -2K -$134K 32K Apr 15, 2026 Apr 17, 2026
Levenson Rodger · Officer 2 operations 0
Price $43.28 Owned 0 Trade date Feb 27, 2026 Filed date Mar 3, 2026
Levenson Rodger Officer 2 operations $43.28 0 0 Feb 27, 2026 Mar 3, 2026
Levenson Rodger · Officer Tax withholding or exercise payment (F) -$636K
Price $63.51 Qty -10K Owned 198K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Levenson Rodger Officer Tax withholding or exercise payment (F) $63.51 -10K -$636K 198K Feb 27, 2026 Mar 3, 2026
Brubaker Lisa M. · Officer 2 operations 0
Price $43.28 Owned 0 Trade date Feb 27, 2026 Filed date Mar 3, 2026
Brubaker Lisa M. Officer 2 operations $43.28 0 0 Feb 27, 2026 Mar 3, 2026
Brubaker Lisa M. · Officer Tax withholding or exercise payment (F) -$295K
Price $63.51 Qty -5K Owned 51K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Brubaker Lisa M. Officer Tax withholding or exercise payment (F) $63.51 -5K -$295K 51K Feb 27, 2026 Mar 3, 2026
15 of 49
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WSFS Financial Corporation (WSFS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 8.7M
% of shares outstanding 14.3% Filing date Jan 23, 2024
BlackRock Inc. 8.7M 14.3% Jan 23, 2024
Vanguard Group Inc 7.0M
% of shares outstanding 11.5% Filing date Feb 13, 2024
Vanguard Group Inc 7.0M 11.5% Feb 13, 2024
Vanguard Portfolio Management 3.3M
% of shares outstanding 6.2% Filing date Apr 29, 2026
Vanguard Portfolio Management 3.3M 6.2% Apr 29, 2026
Dimensional Fund Advisors LP 3.8M
% of shares outstanding 6.2% Filing date Feb 9, 2024
Dimensional Fund Advisors LP 3.8M 6.2% Feb 9, 2024
Vanguard Capital Management 2.8M
% of shares outstanding 5.3% Filing date Apr 30, 2026
Vanguard Capital Management 2.8M 5.3% Apr 30, 2026
State Street Corp 3.0M
% of shares outstanding 5.1% Filing date Oct 17, 2024
State Street Corp 3.0M 5.1% Oct 17, 2024
T. Rowe Price Associates 190K
% of shares outstanding 0.3% Filing date Feb 14, 2023
T. Rowe Price Associates 190K 0.3% Feb 14, 2023
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WSFS Financial Corporation (WSFS) ownership FAQ

Who owns WSFS?

295 reporting institutions disclosed WSFS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.