WSFS WSFS Financial Corporation - Common Stock

NASDAQ · Banking · Lihat di SEC EDGAR ↗
$81,06
Harga · Agu 19, 2026
Fundamental per Agu 5, 2026

WSFS Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$81.06
Kapitalisasi Pasar
$6.20B
P/E (TTM)
15.9
EPS (TTM)
$5.09
Pendapatan (TTM)
Imbal Hasil Dividen
0.60%
ROE
10.8%
D/E Utang/Ekuitas
Rentang 52M
$50 – $83

WSFS Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih
7-point trend, +199.7%
2016-12-31 2022-12-31
EPS $5.09
10-point trend, +147.1%
2016-12-31 2025-12-31
Arus Kas Bebas $214M
10-point trend, +203.8%
2016-12-31 2025-12-31
Margin 27.0%

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
WSFS
Median Rekan
P/E (TTM)
5-point trend, +23.2%
15.9
12.5
P/S (TTM)
5-point trend, -17.6%
5.5
3.2
P/B
5-point trend, +3.4%
2.3
1.1
Price / FCF (Harga / FCF)
5-point trend, -18.6%
29.0

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
WSFS
Median Rekan
Net Profit Margin (Margin Laba Bersih)
5-point trend, -36.2%
27.0%
28.7%
ROA
5-point trend, -24.4%
1.4%
1.4%
ROE
5-point trend, -25.8%
10.8%
11.3%

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
WSFS
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
WSFS
Median Rekan
EPS YoY
5-point trend, -10.5%
15.4%
Net Income YoY (Laba Bersih YoY)
5-point trend, +5.9%
9.0%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
WSFS
Median Rekan
EPS (Diluted)
5-point trend, -10.5%
$5.09

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
WSFS
Median Rekan
Payout Ratio (Rasio Pembayaran Dividen)
5-point trend, +44.8%
12.9%

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
0.60%
Rasio Pembayaran Dividen
12.9%
CAGR Dividen 5T
Tanggal ex-dividenJumlah
7 Agu 2026$0,2000
8 Mei 2026$0,2000
13 Feb. 2026$0,1700
7 Nov. 2025$0,1700
8 Agu 2025$0,1700
9 Mei 2025$0,1700
7 Feb. 2025$0,1500
8 Nov. 2024$0,1500
9 Agu 2024$0,1500
9 Mei 2024$0,1500
8 Feb. 2024$0,1500
2 Nov. 2023$0,1500
3 Agu 2023$0,1500
4 Mei 2023$0,1500
9 Feb. 2023$0,1500
3 Nov. 2022$0,1500
4 Agu 2022$0,1500
5 Mei 2022$0,1300
3 Feb. 2022$0,1300
3 Nov. 2021$0,1300

WSFS Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 12 analis
  • Beli Kuat 3 25,0%
  • Beli 5 41,7%
  • Tahan 4 33,3%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

6 analis · 2026-08-16
Target median $89.50 +10,4%
Target rata-rata $88.92 +9,7%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
0.14%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $1.66 $1.53 0.13%
31 Maret 2026 $1.68 $1.50 0.18%
31 Des. 2025 $1.50 $1.26 0.24%
30 Sep. 2025 $1.37 $1.28 0.09%
30 Juni 2025 $1.27 $1.15 0.12%
31 Maret 2025 $1.13 $1.07 0.06%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
WSFS $4.22B 10.9 27.0% 10.8%
FULT
IBOC 10.0 1.0% 49.0% 13.1%
UCB $3.77B 11.9 11.7% 30.9% 9.0%
TCBI $4.69B 13.3 34.7% 26.3% 9.2%
CATY $3.25B 10.7 2.9% 585.8% 10.8%
CVBF $2.52B 12.2 2.7% 40.6% 9.2%
INDB $3.60B 16.5 24.3% 23.9% 6.2%
WSBC $3.19B 14.9 61.8% 22.7% 5.7%
RNST 17.0 37.7%
MCHB 11.5 3.3% 534.4% 9.4%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 12
Data Laporan Laba Rugi Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue 9-point trend, +304.0% · · · $964M $642M $715M $709M $456M $379M $322M $273M $239M
Operating Expenses 9-point trend, +299.5% · · · $663M $284M $570M $515M $285M $271M $224M $189M $166M
Interest Expense 10-point trend, +1488.2% · · $251M $41M $23M $48M $76M $46M $33M $23M $16M $16M
Interest Income 12-point trend, +536.0% $1.02B $1.06B $977M $704M $456M $514M $521M $293M $255M $217M $183M $160M
Pretax Income 12-point trend, +424.5% $381M $347M $365M $301M $358M $145M $194M $171M $108M $97M $84M $73M
Income Tax 12-point trend, +396.5% $93M $84M $96M $78M $86M $32M $46M $36M $58M $33M $30M $19M
Net Income 12-point trend, +434.5% $287M $264M $269M $222M $271M $115M $149M $135M $50M $64M $54M $54M
EPS (Basic) 12-point trend, +158.1% $5.11 $4.43 $4.40 $3.50 $5.71 $2.27 $3.02 $4.27 $1.60 $2.12 $1.88 $1.98
EPS (Diluted) 12-point trend, +163.7% $5.09 $4.41 $4.40 $3.49 $5.69 $2.27 $3.00 $4.19 $1.56 $2.06 $1.85 $1.93
Shares (Basic) 12-point trend, +106.8% 56,276,000 59,547,000 61,108,000 63,453,000 47,539,000 50,510,000 49,298,000 31,570,000 31,419,000 30,276,000 28,435,000 27,218,000
Shares (Diluted) 12-point trend, +102.3% 56,471,000 59,739,000 61,221,000 63,659,000 47,703,000 50,547,000 49,554,000 32,167,000 32,303,000 31,086,000 28,943,000 27,908,000
EBITDA · · · · · · · · · · · $12M
Neraca 16
Data Neraca Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +234.5% $1.70B $1.15B $1.09B $837M $1.53B $1.65B $572M $621M $724M $822M $561M $508M
PP&E (Net) 12-point trend, +129.0% $80M $86M $104M $116M $87M $97M $104M $45M $48M $49M $40M $35M
PP&E (Gross) 12-point trend, +188.2% $194M $201M $211M $216M $190M $186M $182M $108M $102M $95M $78M $67M
Accum. Depreciation 12-point trend, +252.4% $114M $115M $107M $101M $103M $90M $77M $63M $54M $46M $39M $32M
Goodwill 12-point trend, +1719.5% $885M $886M $886M $884M $473M $473M $473M $166M $166M $168M $85M $49M
Intangibles 12-point trend, +847.0% $85M $102M $119M $129M $74M $85M $96M $20M $22M $24M $10M $9M
Total Assets 12-point trend, +339.2% $21.31B $20.81B $20.59B $19.91B $15.78B $14.33B $12.26B $7.25B $7.00B $6.77B $5.58B $4.85B
Total Liabilities 12-point trend, +325.9% $18.59B $18.23B $18.12B $17.71B $13.84B $12.54B $10.41B $6.43B $6.28B $6.08B $5.00B $4.36B
Common Stock 12-point trend, +37.3% $765.0K $763.0K $761.0K $759.0K $577.0K $576.0K $575.0K $569.0K $563.0K $580.0K $560.0K $557.0K
Paid-in Capital · · · · · · · · · · · $202M
Retained Earnings 12-point trend, +305.6% $2.12B $1.87B $1.64B $1.41B $1.22B $977M $917M $791M $670M $627M $571M $523M
Treasury Stock 12-point trend, +294.6% $944M $654M $558M $505M $307M $295M $140M $305M $274M $262M $248M $239M
AOCI 12-point trend, -12829.9% $-446M $-625M $-594M $-676M $-38M $56M $24M $-15M $-8M $-8M $696.0K $4M
Stockholders' Equity 12-point trend, +460.0% $2.74B $2.59B $2.48B $2.21B $1.94B $1.79B $1.85B $821M $724M $687M $580M $489M
Liabilities + Equity 12-point trend, +339.2% $21.31B $20.81B $20.59B $19.91B $15.78B $14.33B $12.26B $7.25B $7.00B $6.77B $5.58B $4.85B
Shares Outstanding 12-point trend, +37.3% 76,456,499 76,264,211 76,095,094 75,921,997 57,695,676 57,575,783 57,435,658 56,926,978 56,279,527 55,995,219 55,945,245 55,697,124
Arus Kas 19
Data Arus Kas Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
D&A · · · · · · · · · · · $12M
Stock-based Comp 12-point trend, +182.1% $13M $12M $10M $6M $6M $3M $4M $2M $3M $3M $4M $5M
Deferred Tax 12-point trend, +200.6% $6M $-8M $-5M $-4M $40M $-33M $7M $3M $18M $5M $2M $-6M
Amort. of Intangibles 12-point trend, +1110.2% $15M $16M $16M $18M $11M $11M $11M $3M $3M $2M $2M $1M
Restructuring 6-point trend, +22473000.00 · · · $22M $1M $510.0K $16M $0 $0 · · ·
Other Non-cash · · · · · · · · · · · $2M
Operating Cash Flow 12-point trend, +224.2% $220M $220M $237M $481M $126M $15M $90M $136M $130M $80M $74M $68M
CapEx 12-point trend, +34.9% $6M $14M $6M $9M $7M $7M $14M $6M $8M $10M $8M $5M
Investing Cash Flow 11-point trend, +145.3% $125M $-67M $-326M $-137M $-1.49B $-875M $294M $-360M $-389M $-277M $-276M ·
Net Debt Issued 3-point trend, +100.0% · · · · · · · $0 $0 $-10M · ·
Stock Issued 12-point trend, -189.5% $-3M $466.0K $3M $3M $2M $2M $8M $11M $3M $2M $3M $4M
Stock Repurchased 12-point trend, +10707.1% $290M $96M $55M $200M $13M $156M $97M $31M $12M $14M $32M $3M
Net Stock Activity 12-point trend, -31762.7% $-294M $-96M $-51M $-197M $-12M $-154M $-89M $-20M $-8M $-12M $-28M $927.0K
Dividends Paid 12-point trend, +700.3% $37M $36M $37M $36M $24M $24M $22M $13M $9M $8M $6M $5M
Financing Cash Flow 11-point trend, -21.7% $199M $-91M $345M $-1.04B $1.24B $1.94B $-433M $121M $161M $457M $255M ·
Net Change in Cash 12-point trend, +2205.2% $544M $62M $256M $-696M $-122M $1.08B $-49M $-103M $-98M $261M $53M $24M
Taxes Paid 12-point trend, +217.3% $75M $82M $99M $58M $41M $73M $34M $33M $31M $25M $23M $24M
Free Cash Flow 12-point trend, +242.8% $214M $206M $231M $472M $119M $8M $76M $130M $122M $70M $65M $62M
Levered FCF 10-point trend, -9.9% · · $45M $442M $102M $-30M $18M $93M $107M $55M $55M $50M
Profitabilitas 5
Data Profitabilitas Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +19.7% 27.0% 25.2% 26.5% 23.1% 42.3% 16.0% 21.0% 29.6% 13.2% 20.1% 19.8% 22.5%
Pretax Margin 12-point trend, +19.4% 35.7% 33.2% 36.0% 31.2% 55.7% 20.3% 27.4% 37.5% 28.6% 30.5% 30.9% 29.9%
EBITDA Margin · · · · · · · · · · · 5.1%
ROA 12-point trend, +18.3% 1.4% 1.3% 1.3% 1.2% 1.8% 0.86% 1.5% 1.9% 0.73% 1.0% 0.96% 1.1%
ROE 12-point trend, -12.5% 10.8% 10.4% 11.5% 10.7% 14.5% 6.3% 11.1% 17.4% 6.9% 9.3% 10.0% 12.3%
Efisiensi 1
Data Efisiensi Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -0.6% 0.1 0.1 0.1 0.1 0.0 0.1 0.1 0.1 0.1 0.1 0.0 0.1
Per Saham 6
Data Per Saham Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share 9-point trend, +178.3% $35.82 $33.96 $32.56 $29.04 $33.61 $31.12 $32.22 $14.42 $12.87 · · ·
Revenue / Share 12-point trend, -26.4% $18.88 $17.52 $16.58 $15.14 $13.46 $14.15 $14.31 $14.16 $11.74 $10.26 $9.36 $25.65
Cash Flow / Share 12-point trend, -46.0% $3.90 $3.68 $3.87 $7.55 $2.63 $0.30 $1.81 $4.21 $4.03 $2.58 $2.53 $7.21
Cash / Share 9-point trend, +72.8% $22.22 $15.14 $14.36 $11.03 $26.57 $28.74 $9.95 $10.90 $12.86 · · ·
Dividend Paid / Share 12-point trend, +288.2% $1 $1 $1 $1 $1 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +163.7% $5.09 $4.41 $4.40 $3.49 $5.69 $2.27 $3.00 $4.19 $1.56 $2.06 $1.85 $1.93
Tingkat Pertumbuhan 8
Data Tingkat Pertumbuhan Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 2-point trend, +588.1% · · · 50.2% -10.3% · · · · · · ·
EPS YoY 5-point trend, -89.8% 15.4% 0.23% 26.1% -38.7% 150.7% · · · · · · ·
EPS CAGR 3Y 3-point trend, -45.7% 13.4% -8.1% 24.7% · · · · · · · · ·
EPS CAGR 5Y 17.5% · · · · · · · · · · ·
Net Income YoY 5-point trend, -93.4% 9.0% -2.0% 21.0% -18.1% 136.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -72.9% 8.9% -0.96% 32.9% · · · · · · · · ·
Net Income CAGR 5Y 20.2% · · · · · · · · · · ·
Dividend CAGR 5Y 8.8% · · · · · · · · · · ·
Valuasi (TTM) 13
Data Valuasi (TTM) Tahunan untuk WSFS
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +376.9% $1.14B $1.14B $1.14B $964M $642M $715M $709M $456M $379M $322M $273M $239M
Net Income TTM 12-point trend, +434.5% $287M $264M $269M $222M $271M $115M $149M $135M $50M $64M $54M $54M
Market Cap 9-point trend, +56.8% $4.22B $4.05B $3.50B $3.44B $2.89B $2.58B $2.53B $2.16B $2.69B · · ·
P/E 12-point trend, -18.3% 10.9 12.0 10.4 13.0 8.8 19.8 14.7 9.0 30.7 22.5 17.5 13.3
P/S 9-point trend, -47.7% 3.7 3.6 3.1 3.6 4.5 3.6 3.6 4.7 7.1 · · ·
P/B 9-point trend, -58.5% 1.5 1.6 1.4 1.6 1.5 1.4 1.4 2.6 3.7 · · ·
P / Tangible Book 6-point trend, +14.1% 2.4 2.5 2.4 2.9 2.1 2.1 · · · · · ·
P / Cash Flow 9-point trend, -7.2% 19.2 18.4 14.7 7.2 23.0 170.7 28.1 15.9 20.7 · · ·
P / FCF 9-point trend, -10.1% 19.8 19.7 15.2 7.3 24.3 323.7 33.4 16.6 22.0 · · ·
Dividend Yield 9-point trend, +151.4% 0.88% 0.88% 1.1% 1.0% 0.84% 0.94% 0.89% 0.61% 0.35% · · ·
Earnings Yield 12-point trend, +22.3% 9.2% 8.3% 9.6% 7.7% 11.3% 5.1% 6.8% 11.1% 3.3% 4.4% 5.7% 7.5%
Payout Ratio 12-point trend, +49.7% 12.9% 13.6% 13.7% 16.1% 8.9% 21.2% 15.1% 9.8% 18.8% 11.9% 11.2% 8.6%
Annual Payout 12-point trend, +700.3% $37M $36M $37M $36M $24M $24M $22M $13M $9M $8M $6M $5M

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $964M$642M
Laba Bersih $287M$264M$269M$222M$271M
EPS Dilusian $5.09$4.41$4.40$3.49$5.69
Arus Kas
2025-12-312024-12-312023-12-312022-12-312021-12-31
Arus Kas Bebas $214M$206M$231M$472M$119M

Sinyal Perdagangan Sinyal beli/jual terbaru dengan harga masuk dan rasio risiko/imbalan

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Pemilik institusional (13F) 373 pengaju · $2.3B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
64 (+7 vs Kuartal sebelumnya) 33 (+3 vs Kuartal sebelumnya) 114 (+14 vs Kuartal sebelumnya) 91 (-16 vs Kuartal sebelumnya) +7.5M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
DIMENSIONAL FUND ADVISORS LP $262.223.911 3.417.490 11,55% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $254.138.661 3.312.116 11,19% Saham
STATE STREET CORP $232.701.736 3.032.754 10,25% Saham
VANGUARD CAPITAL MANAGEMENT LLC $173.093.442 2.255.877 7,62% Saham
GEODE CAPITAL MANAGEMENT, LLC $105.457.672 1.374.167 4,64% Saham
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $89.411.000 1.165.245 3,94% Saham
PZENA INVESTMENT MANAGEMENT LLC $68.174.298 888.496 3,00% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $56.411.205 735.191 2,48% Saham
BROWN ADVISORY INC $55.216.046 719.616 2,43% Saham
AMERICAN CENTURY COMPANIES INC $54.891.380 715.383 2,42% Saham
NORGES BANK $49.024.485 638.922 2,16% Saham
FRONTIER CAPITAL MANAGEMENT CO LLC $41.064.285 535.179 1,81% Saham
PRINCIPAL FINANCIAL GROUP INC $40.923.177 533.340 1,80% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $40.024.133 521.623 1,76% Saham
TWO SIGMA INVESTMENTS, LP $38.710.438 504.502 1,70% Saham
Qube Research & Technologies Ltd $26.947.960 351.205 1,19% Saham
Aberdeen Group plc $26.517.888 345.600 1,17% Saham
VANGUARD FIDUCIARY TRUST CO $26.378.163 343.779 1,16% Saham
FMR LLC $25.772.933 335.891 1,14% Saham
COOKE & BIELER LP $25.346.988 330.340 1,12% Saham
GOLDMAN SACHS GROUP INC $25.216.913 328.645 1,11% Saham
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $21.646.914 282.118 0,95% Saham
PALISADE CAPITAL MANAGEMENT, LP $21.455.634 279.625 0,94% Saham
WELLINGTON MANAGEMENT GROUP LLP $18.301.716 238.521 0,81% Saham
NEW YORK STATE COMMON RETIREMENT FUND $17.900.802 233.296 0,79% Saham
ALLIANCEBERNSTEIN L.P. $17.491.632 267.211 0,77% Saham
Fisher Asset Management, LLC $17.491.140 227.957 0,77% Saham
Bank of New York Mellon Corp $17.308.370 225.575 0,76% Saham
ALGERT GLOBAL LLC $14.092.846 183.668 0,62% Saham
Public Sector Pension Investment Board $13.717.482 178.776 0,60% Saham
Clearbridge Investments, LLC $12.951.877 168.798 0,57% Saham
Bridgewater Associates, LP $12.157.408 158.444 0,54% Saham
VICTORY CAPITAL MANAGEMENT INC $11.004.770 143.422 0,48% Saham
CITADEL ADVISORS LLC $10.800.592 140.761 0,48% Saham
EARNEST PARTNERS LLC $10.691.712 139.342 0,47% Saham
RHUMBLINE ADVISERS $10.127.955 131.995 0,45% Saham
CRAWFORD INVESTMENT COUNSEL INC $9.115.984 118.806 0,40% Saham
ENVESTNET ASSET MANAGEMENT INC $8.391.600 109.365 0,37% Saham
PRUDENTIAL FINANCIAL INC $8.284.538 107.970 0,36% Saham
BANK OF AMERICA CORP /DE/ $8.277.095 107.873 0,36% Saham
TUDOR INVESTMENT CORP ET AL $8.097.931 105.538 0,36% Saham
Swiss National Bank $8.036.700 104.740 0,35% Saham
AMERIPRISE FINANCIAL INC $7.213.772 94.015 0,32% Saham
Point72 Asset Management, L.P. $7.143.333 93.097 0,31% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $7.019.491 91.483 0,31% Saham
INTECH INVESTMENT MANAGEMENT LLC $6.698.300 87.297 0,30% Saham
FIRST TRUST ADVISORS LP $6.526.730 85.061 0,29% Saham
Edgestream Partners, L.P. $6.477.240 84.416 0,29% Saham
FRANKLIN RESOURCES INC $6.362.221 82.917 0,28% Saham
Legal & General Group Plc $6.122.518 79.793 0,27% Saham
MILLENNIUM MANAGEMENT LLC $5.547.579 72.300 0,24% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $5.451.590 71.049 0,24% Saham
WINTON GROUP Ltd $5.012.617 65.328 0,22% Saham
RAYMOND JAMES FINANCIAL INC $4.682.246 61.022 0,21% Saham
LAZARD ASSET MANAGEMENT LLC $4.649.685 60.598 0,20% Saham
COMMONWEALTH EQUITY SERVICES, LLC $4.518.674 58.891 0,20% Saham
Brandywine Global Investment Management, LLC $4.475.490 81.019 0,20% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4.351.846 66.481 0,19% Saham
DEUTSCHE BANK AG\ $4.177.181 54.440 0,18% Saham
Universal- Beteiligungs- und Servicegesellschaft mbH $4.173.498 54.392 0,18% Saham
Cubist Systematic Strategies, LLC $4.111.209 76.233 0,18% Saham
BNP PARIBAS FINANCIAL MARKETS $3.858.828 50.291 0,17% Saham
VANGUARD ASSET MANAGEMENT, Ltd $3.772.200 49.162 0,17% Saham
BlackRock, Inc. $3.634.623 47.369 0,16% Saham
GREAT LAKES ADVISORS, LLC $3.532.956 46.044 0,16% Saham
AlphaQuest LLC $3.273.136 59.253 0,14% Saham
BRIDGEWAY CAPITAL MANAGEMENT, LLC $3.227.187 42.059 0,14% Saham
BARCLAYS PLC $2.830.339 36.887 0,12% Saham
TWO SIGMA ADVISERS, LP $2.803.706 50.755 0,12% Saham
VANGUARD GROUP INC $2.600.036 47.068 0,11% Saham
Rafferty Asset Management, LLC $2.519.890 32.841 0,11% Saham
Integrated Quantitative Investments LLC $2.450.219 31.933 0,11% Saham
MetLife Investment Management, LLC $2.370.650 30.896 0,10% Saham
Horizon Investments, LLC $2.354.830 30.766 0,10% Saham
SEI INVESTMENTS CO $2.338.760 30.487 0,10% Saham
Vanguard Global Advisers, LLC $2.271.055 29.598 0,10% Saham
State of Tennessee, Department of Treasury $2.182.355 28.442 0,10% Saham
Engineers Gate Manager LP $2.133.247 27.802 0,09% Saham
Illinois Municipal Retirement Fund $2.084.217 27.163 0,09% Saham
FIFTH THIRD BANCORP $2.077.663 27.078 0,09% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $1.971.270 25.691 0,09% Saham
LPL Financial LLC $1.939.459 25.276 0,09% Saham
Pathstone Holdings, LLC $1.889.936 24.631 0,08% Saham
Private Advisor Group, LLC $1.881.825 24.525 0,08% Saham
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $1.868.836 24.356 0,08% Saham
WEDGE CAPITAL MANAGEMENT L L P/NC $1.792.884 27.389 0,08% Saham
Oliver Luxxe Assets LLC $1.758.728 22.921 0,08% Saham
Louisiana State Employees Retirement System $1.749.444 22.800 0,08% Saham
CANADA PENSION PLAN INVESTMENT BOARD $1.734.098 22.600 0,08% Saham
State of New Jersey Common Pension Fund D $1.657.061 21.596 0,07% Saham
Aristotle Capital Boston, LLC $1.628.323 21.221 0,07% Saham
Invesco Ltd. $1.626.216 21.194 0,07% Saham
CORBYN INVESTMENT MANAGEMENT INC/MD $1.593.222 20.764 0,07% Saham
TEACHER RETIREMENT SYSTEM OF TEXAS $1.584.322 20.648 0,07% Saham
Cetera Investment Advisers $1.543.307 20.113 0,07% Saham
Quantinno Capital Management LP $1.542.378 20.101 0,07% Saham
JANUS HENDERSON GROUP PLC $1.507.300 23.021 0,07% Saham
SALZHAUER MICHAEL $1.483.115 19.329 0,07% Saham
Assenagon Asset Management S.A. $1.383.749 18.034 0,06% Saham
LOS ANGELES CAPITAL MANAGEMENT LLC $1.371.165 17.870 0,06% Saham

Orang dalam perusahaan 43 orang dalam · 16 pejabat · 17 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Rodger Levenson President & CEO 10 Juni 2026 M 186.088 0 2 $-4.850.129
Mark A Turner Chief Executive Officer 15 Maret 2012 A 30.394 0 0 $0
David Burg Executive Vice President, CFO 15 Agu 2026 F 23.034 0 0 $0
BACCI ARTHUR J EVP, COO 15 April 2026 F 31.569 0 3 $-141.373
Karl L Johnston Chief Operating Officer 19 Des. 2006 M 7.529 0 0 $0
Shari Kruzinski EVP, Chief Consumer Bk Officer 28 Juli 2026 S 15.207 0 1 $-286.090
Richard Wright EVP 28 Juli 2015 M 39.192 0 0 $0
James S Mazarakis EVP 27 Feb. 2014 A 12.568 0 0 $0
Peggy H Eddens Executive Vice President 28 Agu 2012 S 100 0 0 $0
Thomas W Kearney Executive Vice President 23 Feb. 2012 A 2.696 0 0 $0
Stephen A Fowle Executive Vice President 23 Feb. 2012 A 3.247 0 0 $0
Paul D Geraghty Executive Vice President 23 Feb. 2012 A 154 0 0 $0
Richard J Immesberger Executive Vice President 24 Feb. 2010 A 589 0 0 $0
Barbara J Fischer Executive Vice President 25 Feb. 2009 A 431 0 0 $0
Joseph D Blair Executive Vice President 4 Mei 2007 M 0 0 0 $0
Deborah A Powell EVP 22 Des. 2006 S 540 0 0 $0
Marvin N Schoenhals Direktur 17 Juni 2013 S 38.555 0 0 $0
William B Chandler Direktur 24 Sep. 2012 P 961 0 0 $0
Claibourne D Smith Direktur 20 Des. 2011 G 7.543 0 0 $0
Donald W Delson Direktur 15 Des. 2011 A 2.359 0 0 $0
Zissimos A Frangopoulos Direktur 15 Des. 2011 A 2.143 0 0 $0
Dennis E Klima Direktur 15 Des. 2011 A 5.363 0 0 $0
Charles G Cheleden Direktur 15 Des. 2011 A 4.213 0 0 $0
Thomas P Preston Direktur 15 Des. 2011 A 8.475 0 0 $0
Scott E Reed Direktur 15 Des. 2011 A 5.263 0 0 $0
R. Ted Weschler Direktur 15 Des. 2011 J 521.234 0 0 $0
Calvert A Morgan JR Direktur 16 Des. 2010 A 4.170 0 0 $0
John F Downey Direktur 16 Des. 2010 A 9.970 0 0 $0
Joseph R Julian Direktur 16 Des. 2010 A 54.346 0 0 $0
David E Hollowell Direktur 5 Mei 2010 M 10.675 0 0 $0
Linda C Drake Direktur 20 Nov. 2009 M 7.035 0 0 $0
Eugene W Weaver Direktur 20 Jan. 2006 A 9.800 0 0 $0
Michelle Hong 7 Agu 2026 A 2.563 0 0 $0
Christopher Gheysens 7 Agu 2026 A 12.963 0 0 $0
Francis B. Brake 7 Agu 2026 A 21.312 0 0 $0
Karen Dougherty Buchholz 7 Agu 2026 A 29.641 0 0 $0
Jennifer W Davis 7 Agu 2026 A 27.123 0 0 $0
Eleuthere I Du Pont 7 Agu 2026 A 7.759 0 0 $0
Lynn Mckee 7 Agu 2026 A 17.467 0 0 $0
Michael J Donahue 7 Agu 2026 A 14.742 0 0 $0
David G Turner 7 Agu 2026 A 23.576 0 0 $0
Anat Bird 7 Agu 2026 A 26.811 0 0 $0
Dale E Wolf 14 Jan. 2005 A 21.240 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 2 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
R. Ted Weschler 24 Nov. 2014 Pengajuan awal SEC
Peninsula Capital Advisors, LLC, Peninsula Investment Partners, L.P., R. Ted Weschler ×4 pengajuan 20 Des. 2011 Pengajuan awal SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Kepemilikan ETF Dimiliki oleh 78 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
MYLD · Cambria ETF Trust 1,11% 4.575 NS 30 April 2026 N-PORT
PSCF · Invesco Exchange-Traded Fund Trust … 0,92% 3.079 SH 8 Agu 2026 Harian
XSLV · Invesco Exchange-Traded Fund Trust … 0,88% 26.940 SH 8 Agu 2026 Harian
XSVM · Invesco Exchange-Traded Fund Trust 0,69% 56.669 SH 8 Agu 2026 Harian
DPST · Direxion Shares ETF Trust 0,63% 43.351 NS 30 April 2026 N-PORT
EBIT · Harbor ETF Trust 0,29% 461 NS 30 April 2026 N-PORT
IWN · iShares Trust 0,27% 489.423 SH 8 Agu 2026 Harian
DFSV · Dimensional ETF Trust 0,27% 279.842 NS 30 April 2026 N-PORT
BFOR · ALPS ETF Trust 0,26% 7.892 NS 31 Mei 2026 N-PORT
AFSM · First Trust Exchange-Traded Fund VI… 0,26% 3.604 NS 31 Mei 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,26% 8.227 SH 8 Agu 2026 Harian
FYT · First Trust Exchange-Traded AlphaDE… 0,26% 6.637 NS 30 April 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,26% 16.125 SH 8 Agu 2026 Harian
VTWV · VANGUARD SCOTTSDALE FUNDS 0,26% 46.349 SH 8 Agu 2026 Harian
IJT · iShares Trust 0,24% 247.823 SH 8 Agu 2026 Harian
VIOG · VANGUARD ADMIRAL FUNDS 0,23% 32.833 SH 8 Agu 2026 Harian
IJR · iShares Trust 0,23% 3.122.264 SH 8 Agu 2026 Harian
VIOO · VANGUARD ADMIRAL FUNDS 0,22% 181.946 SH 8 Agu 2026 Harian
XJR · iShares Trust 0,22% 5.074 SH 8 Agu 2026 Harian
DFAT · Dimensional ETF Trust 0,22% 414.410 NS 30 April 2026 N-PORT
IJS · iShares Trust 0,21% 209.341 SH 8 Agu 2026 Harian
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 20.536 NS 30 April 2026 N-PORT
VIOV · VANGUARD ADMIRAL FUNDS 0,20% 51.904 SH 8 Agu 2026 Harian
SMDX · Tidal Trust III 0,19% 3.377 NS 30 April 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,19% 31.817 NS 30 April 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0,18% 70.936 NS 31 Mei 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,18% 6.258 SH 8 Agu 2026 Harian
BKSE · BNY Mellon ETF Trust 0,18% 1.978 NS 30 April 2026 N-PORT
VFMF · VANGUARD WELLINGTON FUND 0,17% 15.875 SH 8 Agu 2026 Harian
SAA · ProShares Trust 0,17% 640 NS 31 Mei 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0,15% 580.632 NS 31 Mei 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,14% 48.987 SH 8 Agu 2026 Harian
IWM · iShares Trust 0,14% 1.352.519 SH 8 Agu 2026 Harian
PKW · Invesco Exchange-Traded Fund Trust 0,12% 27.107 SH 8 Agu 2026 Harian
VTWO · VANGUARD SCOTTSDALE FUNDS 0,12% 305.568 SH 8 Agu 2026 Harian
RSSL · Global X Funds 0,12% 23.110 NS 30 April 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,11% 141.880 NS 31 Mei 2026 N-PORT
DFAS · Dimensional ETF Trust 0,10% 202.245 NS 30 April 2026 N-PORT
ITWO · ProShares Trust 0,10% 2.515 NS 31 Mei 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,09% 23.733 SH 8 Agu 2026 Harian
SCHA · SCHWAB STRATEGIC TRUST 0,08% 256.752 NS 31 Mei 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,08% 719.543 SH 8 Agu 2026 Harian
GSSC · Goldman Sachs ETF Trust 0,08% 10.950 NS 31 Mei 2026 N-PORT
ISCV · iShares Trust 0,08% 6.459 SH 8 Agu 2026 Harian
ESML · iShares Trust 0,07% 24.636 SH 8 Agu 2026 Harian
ISCB · iShares Trust 0,07% 2.297 SH 8 Agu 2026 Harian
VFVA · VANGUARD WELLINGTON FUND 0,06% 6.532 SH 8 Agu 2026 Harian
UWM · ProShares Trust 0,06% 1.967 NS 31 Mei 2026 N-PORT
ISCG · iShares Trust 0,06% 6.825 SH 8 Agu 2026 Harian
FAB · First Trust Exchange-Traded AlphaDE… 0,05% 1.032 NS 30 April 2026 N-PORT