WSFS FINL CORP WSFS
COM · Common Stock · CUSIP 929328102
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersWilmington, DE
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($584.4k this quarter). Holder counts are more reliable. Shares outstanding: 54.7m as of 2025-10-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $54.02. Options: 1 managers hold calls ($32.0k notional), 1 hold puts ($5.0k).
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 235 |
| Q4 2022 | 231 |
| Q1 2023 | 226 |
| Q2 2023 | 209 |
| Q3 2023 | 218 |
| Q4 2023 | 243 |
| Q1 2024 | 241 |
| Q2 2024 | 233 |
| Q3 2024 | 265 |
| Q4 2024 | 252 |
| Q1 2025 | 265 |
| Q2 2025 | 287 |
| Q3 2025 | 295 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 116 | 91 |
| Q1 2024 | 89 | 123 |
| Q2 2024 | 91 | 122 |
| Q3 2024 | 114 | 112 |
| Q4 2024 | 103 | 120 |
| Q1 2025 | 113 | 113 |
| Q2 2025 | 117 | 124 |
| Q3 2025 | 124 | 133 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $515.4k | $63.8k | 0.12 |
| Q1 2025 | $0 | $0 | — |
| Q2 2025 | $357.5k | $0 | 0.00 |
| Q3 2025 | $32.0k | $5.0k | 0.16 |
Biggest buyers
| MACQUARIE GROUP LTD | Added | +1.8m |
| JPMORGAN CHASE & CO | Added | +1.6m |
| CITADEL ADVISORS LLC | Added | +147.9k |
| COOKE & BIELER LP | Added | +138.2k |
| PZENA INVESTMENT MANAGEMENT LLC | Added | +117.2k |
| Numerai GP LLC | New | +105.9k |
| Qube Research & Technologies Ltd | New | +89.1k |
| Cubist Systematic Strategies, LLC | New | +76.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +70.6k |
| BROWN ADVISORY INC | Added | +69.9k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -261.9k |
| VANGUARD GROUP INC | Reduced | -227.4k |
| ROYAL BANK OF CANADA | Reduced | -220.0k |
| BlackRock, Inc. | Reduced | -219.4k |
| FRANKLIN RESOURCES INC | Reduced | -177.6k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -94.9k |
| AXA S.A. | Sold out | -85.7k |
| WINTON GROUP Ltd | Sold out | -80.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -72.2k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -72.1k |
Biggest calls
| SIMPLEX TRADING, LLC | New | $32.0k600 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $5.0k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2023 | 0 | — | 2 | $219.3k | — |
| Q1 2024 | 0 | — | 1 | $748.3k | — |
| Q2 2024 | 0 | — | 1 | $139.8k | — |
| Q3 2024 | 0 | — | 2 | $1.2m | — |
| Q4 2024 | 0 | — | 1 | $467.2k | — |
| Q1 2025 | 0 | — | 1 | $397.4k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.9m $428.0m | Reduced -219.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 6.1m $330.8m | Reduced -227.4k |
| MACQUARIE GROUP LTD 0.24% of their portfolio | 3.8m $206.5m | Added +1.8m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.6m $196.2m | Reduced -29.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 3.1m $166.6m | Added +1.6m |
| STATE STREET CORP 0.01% of their portfolio | 3.0m $163.0m | Added +27.7k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 2.4m $131.2m | Reduced -177.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.4m $74.4m | Reduced -36.5k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 1.2m $67.0m | Reduced -261.9k |
| Champlain Investment Partners, LLC 0.49% of their portfolio | 1.2m $64.4m | Reduced -14.2k |
| COOKE & BIELER LP 0.57% of their portfolio | 1.0m $55.7m | Added +138.2k |
| Invesco Ltd. 0.01% of their portfolio | 1.0m $54.2m | Added +20.3k |
| PZENA INVESTMENT MANAGEMENT LLC 0.16% of their portfolio | 928.4k $50.1m | Added +117.2k |
| BROWN ADVISORY INC 0.06% of their portfolio | 831.4k $44.8m | Added +69.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.39% of their portfolio | 799.6k $43.1m | Added +31.2k |
| PALISADE CAPITAL MANAGEMENT, LP 1.04% of their portfolio | 712.6k $38.4m | Reduced -13.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 708.2k $38.2m | Reduced -37.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 707.4k $38.2m | Reduced -4.2k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 702.1k $37.9m | Reduced -72.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 638.9k $34.5m | Reduced -10.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 622.1k $33.5m | Reduced -13.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 565.8k $30.5m | Reduced -16.5k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 443.5k $23.9m | Added +1.8k |
| MORGAN STANLEY 0.00% of their portfolio | 427.1k $23.0m | Reduced -8.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 426.2k $23.0m | Reduced -12.9k |
| Aberdeen Group plc 0.03% of their portfolio | 401.7k $21.7m | Reduced -39.2k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 381.1k $20.6m | Added +69.7k |
| Boston Partners 0.02% of their portfolio | 350.8k $18.9m | Added +431 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 274.2k $14.8m | Added +7.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 270.3k $14.6m | Reduced -59.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 232.7k $12.5m | Unchanged |
| Fisher Asset Management, LLC 0.00% of their portfolio | 227.9k $12.3m | Reduced -2.1k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 218.3k $11.8m | Added +24.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 187.3k $10.1m | Reduced -220.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 185.2k $10.0m | Reduced -8.5k |
| Nuveen, LLC 0.00% of their portfolio | 184.6k $10.0m | Reduced -8.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 178.1k $9.6m | Reduced -2.4k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 177.0k $9.5m | Reduced -37.8k |
| EARNEST PARTNERS LLC 0.04% of their portfolio | 168.9k $9.1m | Reduced -14.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 164.4k $8.9m | Reduced -4.1k |
| UBS Group AG 0.00% of their portfolio | 163.5k $8.8m | Added +23.7k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 158.6k $8.6m | Added +3.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 153.2k $8.3m | Added +147.9k |
| Legal & General Group Plc 0.00% of their portfolio | 147.5k $8.0m | Reduced -8.9k |
| Edgestream Partners, L.P. 0.23% of their portfolio | 145.5k $7.8m | Reduced -15.1k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 144.9k $7.8m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 137.5k $7.4m | Reduced -94.9k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 132.6k $7.1m | Reduced -25.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 126.4k $6.8m | Reduced -4.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 114.1k $6.2m | Reduced -8.8k |
| CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio | 110.5k $6.0m | Reduced -2.2k |
| Swiss National Bank 0.00% of their portfolio | 110.0k $5.9m | Reduced -1.8k |
| Numerai GP LLC 0.81% of their portfolio | 105.9k $5.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 103.5k $5.6m | Reduced -61.1k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 95.2k $5.1m | Reduced -57.8k |
| AXA Investment Managers S.A. 0.01% of their portfolio | 89.9k $4.8m | First filing |
| Wilmington Savings Fund Society, FSB 0.12% of their portfolio | 89.7k $4.8m | Added +28.5k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 89.1k $4.8m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 89.1k $4.8m | Added +29.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 88.0k $4.7m | Reduced -13.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 86.5k $4.7m | Added +70.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 84.8k $4.6m | Reduced -11.0k |
| Brandywine Global Investment Management, LLC 0.03% of their portfolio | 84.0k $4.5m | Reduced -3.1k |
| BARCLAYS PLC 0.00% of their portfolio | 83.9k $4.5m | Reduced -46.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 82.6k $4.5m | Reduced -710 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 76.7k $4.1m | Added +18.6k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 76.2k $4.1m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 68.3k $3.7m | Added +4.5k |
| AlphaQuest LLC 0.22% of their portfolio | 63.3k $3.4m | Added +58.3k |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 62.6k $3.4m | Added +7.4k |
| CITIGROUP INC 0.00% of their portfolio | 58.7k $3.2m | Reduced -34.3k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 57.1k $3.1m | Added +687 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 54.7k $3.0m | Added +3 |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 52.4k $2.8m | New |
| HANTZ FINANCIAL SERVICES, INC. 0.04% of their portfolio | 47.0k $2.5m | Reduced -1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 44.8k $2.4m | Reduced -14.7k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 43.8k $2.4m | Added +11.5k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 41.5k $2.2m | Reduced -2.0k |
| Trexquant Investment LP 0.02% of their portfolio | 41.0k $2.2m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 38.2k $2.1m | Added +2.6k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% of their portfolio | 35.7k $1.9m | Reduced -3.1k |
| COMERICA BANK 0.01% of their portfolio | 35.0k $1.9m | Reduced -2.9k |
| Pathstone Holdings, LLC 0.01% of their portfolio | 34.3k $1.8m | Reduced -2.3k |
| CORBYN INVESTMENT MANAGEMENT INC/MD 0.53% of their portfolio | 33.7k $1.8m | Unchanged |
| MetLife Investment Management, LLC 0.01% of their portfolio | 32.6k $1.8m | Reduced -2.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.2k $1.7m | Reduced -72.2k |
| Aristotle Capital Boston, LLC 0.09% of their portfolio | 31.3k $1.7m | Reduced -2.1k |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 30.8k $1.7m | Reduced -705 |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 30.5k $1.6m | Reduced -3.3k |
| Engineers Gate Manager LP 0.02% of their portfolio | 30.2k $1.6m | Added +25.9k |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 30.2k $1.6m | Added +18.2k |
| Verition Fund Management LLC 0.01% of their portfolio | 27.0k $1.5m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 26.0k $1.4m | Reduced -5.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 25.8k $1.4m | New |
| Louisiana State Employees Retirement System 0.02% of their portfolio | 25.7k $1.4m | Reduced -800 |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 25.6k $1.4m | Reduced -7.6k |
| Private Advisor Group, LLC 0.01% of their portfolio | 24.9k $1.3m | Added +34 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 24.7k $1.3m | Added +300 |
| HRT FINANCIAL LP 0.01% of their portfolio | 23.5k $1.3m | Added +13.7k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.0k $1.2m | Unchanged |