WSFS Financial

WSFS • NASDAQ

WSFS Financial is a banks - regional company in the financial services sector on NASDAQ, with a market cap of $3.2B. As of Q3 2025, 92% of shares are held by 283 institutional investors, with BlackRock, Inc. as the largest holder at 14.18%.

Market Cap$3.2B

Banks - Regional

Financial Services

Employees2.2K

Websitewsfsbank.com

Country

United States of America

Overview

Overview of institutional ownership in WSFS as of Q3 2025 with a market cap of $3.0B

All Institutions

Institutions: 283
Value Held: $2.8B
Shares Held: 51.7M
Avg Position: $9.9M
Median Position: $550.9K

Hedge Funds

Hedge Funds: 27
Value Held: $75.3M
Shares Held: 1.4M
Avg Position: $2.8M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

89.96%

$2.7B

Hedge Funds

2.5%

$75.3M

Retail & Other

7.54%

$227.7M

Based on market cap of $3.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WSFS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$428.0M 0.01% of portfolio	14.18% 7.9M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$330.8M 0.00% of portfolio	10.96% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
M MACQUARIE GROUP LTD Institution	-	$204.4M 0.25% of portfolio	6.77% 3.8M shares	Q1 2016 Held for 9y 8m	$82.9B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$196.2M 0.04% of portfolio	6.50% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$163.0M 0.01% of portfolio	5.40% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$131.2M 0.03% of portfolio	4.35% 2.4M shares	≤ Q2 2013 Held for 12y 5m+	$395.36B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$83.3M 0.01% of portfolio	2.76% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$74.4M 0.00% of portfolio	2.46% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$67.0M 0.04% of portfolio	2.22% 1.2M shares	Q3 2022 Held for 3y 2m	$161.58B
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	$64.4M 0.49% of portfolio	2.13% 1.2M shares	Q1 2022 Held for 3y 8m	$13.3B

Net Capital Flow

Institutional buying and selling activity for WSFS in Q3 2025

Traded: +$58.7M
Buyers: 123
Sellers: 130
Total Bought: +$187.9M
Total Sold: −$129.3M
Avg Position: $8.9M

Biggest Buyers

Institution	Net Bought	Current Position
M MACQUARIE GROUP LTD Institution	+$98.7M +1.8M shares	$204.4M 3.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$8.0M +147.9K shares	$8.3M 153.2K shares
COOKE & BIELER LP Long Only Manager	+$7.5M +138.2K shares	$55.7M 1.0M shares
PZENA INVESTMENT MANAGEMENT LLC Long Only Manager	+$6.3M +117.2K shares	$50.1M 928.4K shares
Numerai GP LLC Hedge Fund•Quant	+$5.7M +105.9K shares	$5.7M 105.9K shares
Q Qube Research & Technologies Ltd Institution	+$4.8M +89.1K shares	$4.8M 89.1K shares
C Cubist Systematic Strategies, LLC Institution	+$4.1M +76.2K shares	$4.1M 76.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.8M +70.6K shares	$4.7M 86.5K shares
B BROWN ADVISORY INC RIA/Wealth	+$3.8M +69.9K shares	$44.8M 831.4K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.8M +69.7K shares	$20.6M 381.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$14.1M −261.9K shares	$67.0M 1.2M shares
VANGUARD GROUP INC Institution	−$12.3M −227.4K shares	$330.8M 6.1M shares
B BlackRock, Inc. Institution	−$11.8M −219.4K shares	$428.0M 7.9M shares
FRANKLIN RESOURCES INC Institution	−$9.6M −177.6K shares	$131.2M 2.4M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$5.1M −94.9K shares	$7.4M 137.5K shares
A AXA Institution	−$4.7M −85.7K shares	Sold Off 0 shares
W Winton Capital Group Ltd Institution	−$4.4M −80.5K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$3.9M −72.2K shares	$1.7M 32.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$3.9M −72.1K shares	$37.9M 702.1K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$3.3M −61.1K shares	$5.6M 103.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WSFS in Q3 2025

New Positions: 16
New Value: $10.1M
Exited Positions: 28
Exited Value: $21.4M

New Positions

Institution	Position Value
Numerai GP LLC Hedge Fund•Quant	$5.7M 105.9K shares
Cetera Investment Advisers RIA/Wealth	$1.1M 20.6K shares
WSFS CAPITAL MANAGEMENT, LLC RIA/Wealth	$1.1M 19.5K shares
SummerHaven Investment Management, LLC Long Only Manager	$785.3K 14.6K shares
Sippican Capital Adivsors RIA/Wealth	$374.4K 6.9K shares
ISAM Funds Ltd Hedge Fund•Quant	$332.5K 6.2K shares
IEQ CAPITAL, LLC RIA/Wealth	$234.0K 4.3K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$230.6K 4.3K shares
L LSV ASSET MANAGEMENT Long Only Manager	$129.4K 2.4K shares
S Seneschal Advisors, LLC Institution	$78.2K 1.5K shares

Exited Positions

Institution	Previous Position
A AXA Institution	$4.7M 85.7K shares
W Winton Capital Group Ltd Institution	$4.4M 80.5K shares
Siena Capital Management, LLC Hedge Fund•Sector	$2.4M 43.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.8M 32.5K shares
H HSBC HOLDINGS PLC Institution	$1.5M 26.4K shares
X XTX Topco Ltd Institution	$1.4M 25.2K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$821.1K 14.9K shares
B Bryce Point Capital, LLC Hedge Fund•Market Neutral	$698.1K 12.7K shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	$613.0K 11.1K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	$501.1K 9.1K shares

Options Activity

Institutions with the largest Call and Put options positions in WSFS as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with WSFS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S SALZHAUER MICHAEL Institution	-	1.96% $3.7M	0.03% 19.3K shares	Q1 2019 Held for 6y 8m	$190.4M
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	Alison Anne Berman CEO	1.18% $38.4M	1.27% 712.6K shares	Q3 2018 Held for 7y 2m	$3.3B
CORBYN INVESTMENT MANAGEMENT INC/MD Long Only Manager	William Earle White President	0.83% $1.8M	0.06% 33.7K shares	Q1 2019 Held for 6y 8m	$220.0M
Numerai GP LLC Hedge Fund•Quant	Richard Malone Craib CEO	0.81% $5.7M	0.19% 105.9K shares	Q3 2025 Held for 2 months	$707.9M
COOKE & BIELER LP Long Only Manager	Edward W O'Connor Partner	0.57% $55.7M	1.84% 1.0M shares	Q1 2021 Held for 4y 8m	$9.7B
C Champlain Investment Partners, LLC Long Only Manager	Judith Wilkinson O'Connell CEO	0.49% $64.4M	2.13% 1.2M shares	Q1 2022 Held for 3y 8m	$13.3B
SummerHaven Investment Management, LLC Long Only Manager	Kurt Jonathon Nelson CEO	0.46% $785.3K	0.03% 14.6K shares	Q3 2025 Held for 2 months	$170.9M
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	William Allen Teichner Managing Partner	0.39% $43.1M	1.43% 799.6K shares	≤ Q2 2013 Held for 12y 5m+	$11.1B
M MQS Management LLC Hedge Fund•Global Macro	Robert Yale Gelfond CEO	0.35% $606.8K	0.02% 11.3K shares	Q2 2025 Held for 5 months	$171.4M
LOUNTZIS ASSET MANAGEMENT, LLC Hedge Fund•Value	Apostolos Paul John Lountzis President	0.27% $812.8K	0.03% 15.1K shares	Q2 2020 Held for 5y 5m	$304.7M

Hedge Fund Spotlight

Discover hedge funds investing in WSFS

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,540
Last Reported: Q3 2025

Sector Allocation

Position in WSFS Financial

Market Value: $2.2M
Shares Held: 41.0K
Portfolio Weight: 0.02%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$233.6M	2.41%
2 Microsoft MSFT	Software - Infrastructure Technology	$138.5M	1.43%
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$122.3M	1.26%