$WSFS

$79.57 +$0.55 (0.7%) Close

$WSFS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 51.1M shares outstanding

Who owns WSFS?

By type of holder

Institutions 92.7% Insiders 1.2% Everyone else 6.1%

Concentration Top 10 holders own 52.1%

BlackRock, Inc. 14.7% · Dimensional Fund Advisors LP 7.0%

Institutional ownership

92.7%

+0.6 pts vs last qtr

Institutional holders

355

+24 vs last qtr

Net shares bought

+303.8K

by institutions in Q2 2026

New / sold out

64 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +638.9K
Qube Research & Technologies Ltd +339.0K

Biggest sellers in Q2 2026

Cooke & Bieler LP −459.0K
Nomura Asset Management International Inc. −377.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.29M

4 notices from 4 people

Shares covered

72.0K

0.14% of the company

Arranged in advance

91%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Rodger Levenson Officer 10b5-1 $4.8M
Sharon A. Kruzinski Officer $286K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+81.7%

+6.86% a year

Each share's claim on the business

−45.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$965M vs $61.4M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years79% 3–5 years4% 1–3 years7% Under 1 year10%

Quarterly turnover

8.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting WSFS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.5M	14.71%	−134.6K (−1.8%)	≤2021	0.0%
Shares held by quarter Peak holding8.7M (Q4'24) Change over 8 quarters−1.2M Share of the company14.710% BlackRock, Inc.'s full portfolio →
DF Dimensional Fund Advisors LP	3.6M	6.99%	+12.4K (+0.3%)	≤2021	0.1%
Shares held by quarter Peak holding3.9M (Q3'24) Change over 8 quarters−331.1K Share of the company6.990% Dimensional Fund Advisors LP's full portfolio →

BlackRock, Inc.

7.5M

% of company

14.71%

Change vs last qtr

−134.6K (−1.8%)

Held since

≤2021

Dimensional Fund Advisors LP

3.6M

% of company

6.99%

Change vs last qtr

+12.4K (+0.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding WSFS Financial Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting WSFS on Form N-PORT; together they hold 54.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$240M	3.1M	6.13%	0.22%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$121M	1.6M	3.08%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$240M

% of company

6.13%

% of the fund

0.22%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$121M

% of company

3.08%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding WSFS Financial Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LR Levenson Rodger Insider	230.8K	0.45%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.450% Levenson Rodger's insider activity →
BL Brubaker Lisa M Insider	50.9K	0.10%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.100% Brubaker Lisa M's insider activity →

Levenson Rodger

Insider

230.8K

% of company

0.45%

Change vs last qtr

—

Held since

—

Brubaker Lisa M

Insider

50.9K

% of company

0.10%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of WSFS Financial Corp.

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