WSFS Financial Corporation

NasdaqGS:WSFS Stock Report

Market Cap: US$3.0b

WSFS Financial Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of WSFS?
Owner TypeNumber of SharesOwnership Percentage
State or Government25,5840.0468%
Individual Insiders685,2081.25%
General Public729,7741.33%
Institutions53,235,38397.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 78.14% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.5%
BlackRock, Inc.
7,935,886US$428.9m-2.69%0.01%
11.2%
The Vanguard Group, Inc.
6,133,541US$331.5m-3.57%no data
6.93%
Macquarie Investment Management Business Trust
3,789,431US$204.8m93.4%0.26%
6.65%
Dimensional Fund Advisors LP
3,637,654US$196.6m-0.8%0.03%
5.53%
State Street Global Advisors, Inc.
3,022,772US$163.4m0.93%0.01%
4.42%
Franklin Resources, Inc.
2,419,144US$130.7m-6.81%0.04%
2.57%
JP Morgan Asset Management
1,404,432US$75.9m-2.27%0.01%
2.52%
Geode Capital Management, LLC
1,379,465US$74.5m-2.58%no data
2.41%
T. Rowe Price Group, Inc.
1,318,818US$71.3m-15.6%0.01%
2.19%
Champlain Investment Partners, LLC
1,194,893US$64.6m-1.18%0.49%
1.89%
Cooke & Bieler, L.P.
1,031,956US$55.8m15.5%0.59%
1.7%
Pzena Investment Management, Inc.
928,413US$50.2m14.5%0.08%
1.52%
Brown Advisory Incorporated
830,389US$44.9m9.18%0.06%
1.5%
Invesco Ltd.
819,511US$44.3m4.33%0.01%
1.46%
Frontier Capital Management Co LLC
799,562US$43.2m4.06%0.38%
1.3%
Palisade Capital Management, LP
712,627US$38.5m-1.84%1.21%
1.29%
Charles Schwab Investment Management, Inc.
707,443US$38.2m-0.6%0.01%
1.28%
American Century Investment Management Inc
702,145US$37.9m-9.31%0.02%
1.23%
Norges Bank Investment Management
670,177US$36.2m0%no data
1.17%
AllianceBernstein L.P.
638,910US$34.5m-1.62%0.01%
1.14%
Northern Trust Global Investments
622,065US$33.6m-2.06%no data
1.09%
Managed Account Advisors LLC
598,650US$32.4m-7.4%no data
1.03%
Manulife Asset Management
565,839US$30.6m-2.83%0.02%
0.81%
Raymond James Financial, Inc.
443,465US$24.0m0.41%0.01%
0.76%
BNY Asset Management
414,215US$22.4m-2.62%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/20 05:57
End of Day Share Price 2025/11/20 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

WSFS Financial Corporation is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew StappB. Riley Securities, Inc.
Christopher MarinacJanney Montgomery Scott LLC
Jacob CivielloJanney Montgomery Scott LLC