WSFS Financial Corporation (WSFS) Ownership
WSFS ownership summary
as of October 18, 2026- Institutions
- 95.4% of shares outstanding
- Insiders
- 0.97% of shares outstanding
- Shares outstanding
- 51.4M
- Float
- 50.5M shares available to trade
- Short interest
- 7.39% 2.6M shares short
- Days to cover
- 6.95 short interest down 0.3% vs prior month
- Institutions 95.44%
- Insiders 0.97%
- Other investors 3.59%
WSFS top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 14.71% | 7.5M | $573.8M | −134,636 (−1.8%) | June 30, 2026 |
| 2 | Dimensional Fund Advisors, Inc. | 6.99% | 3.6M | $272.8M | +12,357 (+0.3%) | June 30, 2026 |
| 3 | Vanguard Portfolio Management, LLC | 6.48% | 3.3M | $252.9M | +54,294 (+1.7%) | June 30, 2026 |
| 4 | State Street Corp | 5.94% | 3.0M | $231.6M | +130,010 (+4.5%) | June 30, 2026 |
| 5 | Franklin Templeton Inc | 4.52% | 2.3M | $176.4M | −264,998 (−10.3%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.42% | 2.3M | $172.2M | −112,112 (−4.7%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 3.07% | 1.6M | $119.9M | +210,058 (+15.4%) | June 30, 2026 |
| 8 | Delaware Management Holdings Inc | 2.28% | 1.2M | $89.0M | −377,447 (−24.5%) | June 30, 2026 |
| 9 | Amvescap Plc. | 2.06% | 1.1M | $80.3M | +107,458 (+11.4%) | June 30, 2026 |
| 10 | Pzena Investment Management, LLC | 1.74% | 888K | $67.8M | +9,908 (+1.1%) | June 30, 2026 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.69% | 861K | $65.8M | −47,122 (−5.2%) | June 30, 2026 |
| 12 | JPMorgan Chase & Co | 1.62% | 828K | $63.2M | −268,401 (−24.5%) | June 30, 2026 |
| 13 | Charles Schwab Investment Management Inc | 1.44% | 735K | $56.1M | +36,008 (+5.2%) | June 30, 2026 |
| 14 | Brown Advisory Holdings Inc | 1.43% | 732K | $55.9M | −13,307 (−1.8%) | June 30, 2026 |
| 15 | American Century Companies Inc | 1.40% | 715K | $54.6M | +24,022 (+3.5%) | June 30, 2026 |
| 16 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.38% | 705K | $53.8M | +180,903 (+34.5%) | June 30, 2026 |
| 17 | Bank of America Corp | 1.26% | 646K | $49.3M | −91,507 (−12.4%) | June 30, 2026 |
| 18 | NORGES BANK | 1.25% | 639K | $48.8M | −70,578 (−9.9%) | June 30, 2026 |
| 19 | The Goldman Sachs Group Inc | 1.20% | 612K | $46.8M | +108,038 (+21.4%) | June 30, 2026 |
| 20 | Northern Trust Corp | 1.19% | 608K | $46.4M | +26,429 (+4.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 11 holders added 899K shares and 9 cut 1.4M.
WSFS top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.99% | 3.1M | $233.6M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.09% | 1.6M | $120.4M | −2,372 (−0.2%) | August 31, 2026 |
| 3 | Franklin Small Cap Value A | 2.62% | 1.3M | $102.3M | — | August 31, 2026 |
| 4 | iShares Russell 2000 ETF | 2.60% | 1.3M | $101.5M | — | September 30, 2026 |
| 5 | Vanguard Small Cap Index | 2.25% | 1.1M | $87.7M | +9,595 (+0.8%) | September 30, 2026 |
| 6 | Vanguard MStar Small Cap Value Index | 1.46% | 748K | $57.1M | +25,822 (+3.6%) | September 30, 2026 |
| 7 | DFA US Small Cap Value I | 1.39% | 712K | $54.4M | — | August 31, 2026 |
| 8 | Fidelity Small Cap Index | 1.13% | 579K | $44.2M | +4,460 (+0.8%) | July 31, 2026 |
| 9 | Avantis US Small Cap Value ETF | 1.13% | 576K | $43.9M | — | September 30, 2026 |
| 10 | State Street® SPDR® S&PRgnllBkgETF | 1.08% | 550K | $42.0M | +16,416 (+3.1%) | September 30, 2026 |
| 11 | iShares Russell 2000 Value ETF | 0.94% | 481K | $36.7M | — | September 30, 2026 |
| 12 | Fidelity Enhanced Small Cap Core ETF | 0.93% | 474K | $36.2M | +993 (+0.2%) | September 30, 2026 |
| 13 | State Street SPDR Port S&P 600 Sm CpETF | 0.91% | 465K | $35.5M | — | September 30, 2026 |
| 14 | Nomura Small Cap Core I | 0.90% | 462K | $35.3M | −68,748 (−13.0%) | August 31, 2026 |
| 15 | DFA US Targeted Value I | 0.90% | 461K | $35.2M | — | August 31, 2026 |
| 16 | T. Rowe Price Small-Cap Value | 0.84% | 432K | $33.0M | — | September 30, 2026 |
| 17 | Dimensional US Targeted Value ETF | 0.81% | 412K | $31.4M | — | September 30, 2026 |
| 18 | Franklin Small Cap Value VIP 1 | 0.76% | 389K | $29.7M | — | August 31, 2026 |
| 19 | DFA US Small Cap I | 0.65% | 330K | $25.2M | — | August 31, 2026 |
| 20 | Invesco Main Street Small Cap R6 | 0.64% | 328K | $25.0M | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
WSFS insider transactions
latest 3| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-09 | Arthur J Bacci | Sell | $70.51 | 2,005 | $141,373 |
| 2026-02-05 | James J Wechsler | Sell | $69.89 | 450 | $31,450 |
| 2026-02-05 | Shari Kruzinski | Sell | $70.10 | 1,000 | $70,100 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
WSFS shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns WSFS
Institutional investors own 95.4% of WSFS Financial's shares and insiders 0.97%. The largest holder is BlackRock Inc with 14.71% of the shares (7.5M), as of June 30, 2026. Among the top 20 institutions, 11 added shares and 9 reduced their stake in the latest filings. Short interest is 7.39% of the float, or 6.95 days of average trading volume. The share count rose 88.3% since 2014.
Related: WSFS analyst forecast, WSFS key metrics, WSFS dividend history. See the WSFS stock overview for the latest quote and news.
WSFS ownership FAQ
Who owns the most WSFS Financial stock?
The largest shareholders of WSFS Financial are BlackRock Inc (14.71%), Dimensional Fund Advisors, Inc. (6.99%), Vanguard Portfolio Management, LLC (6.48%), State Street Corp (5.94%), Franklin Templeton Inc (4.52%).
What percentage of WSFS Financial is owned by institutions?
Institutions hold 95.4% of WSFS Financial's shares outstanding; insiders hold 0.97%.
Which funds own WSFS Financial?
The largest fund holders of WSFS Financial are iShares Core S&P Small-Cap ETF (5.99%), Vanguard MStar Total Stk Mkt Idx Invest (3.09%), Franklin Small Cap Value A (2.62%), iShares Russell 2000 ETF (2.60%), Vanguard Small Cap Index (2.25%).
What is WSFS Financial's short interest?
2.6M shares of WSFS Financial were sold short, 7.39% of the float; at the average daily volume it would take 6.95 days to cover.
Are insiders buying or selling WSFS Financial?
Of the latest 3 reported insider transactions in WSFS Financial (since February 5, 2026), 0 were purchases and 3 were sales.
How many shares of WSFS Financial are outstanding?
WSFS Financial has 51.4M shares outstanding, of which 50.5M are in the public float.