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WSFS Financial (WSFS)
NASDAQ
$76.26+$1.16 (+1.54%)
Price as of Jun 23, 2026 3:10 PM EDT- $3.9BMarket Cap
- 42.45%1-Year Change
- Banks - RegionalIndustry
WSFS Financial (WSFS)
$76.26+$1.16 (+1.54%)
Top Holders
Institutional
Mutual Funds
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 16.71% | 8.7M | +26,343 (+0.30%) | Dec 31, 2024 |
BLACKROCK INC. | 16.54% | 8.6M | -322,626 (-3.75%) | Jun 30, 2024 |
BLACKROCK, INC. | 14.70% | 7.7M | -234,287 (-3.06%) | Mar 31, 2026 |
VANGUARD GROUP INC | 11.45% | 6.0M | -176,995 (-2.97%) | Dec 31, 2025 |
MACQUARIE GROUP LTD | 7.28% | 3.8M | +1.8M (+48.28%) | Sep 30, 2025 |
DIMENSIONAL FUND ADVISORS LP | 6.84% | 3.6M | -31,907 (-0.90%) | Mar 31, 2026 |
N/A | 6.26% | 3.3M | +3.3M (+100.00%) | Mar 31, 2026 |
Holder | Ownership %
| Shares Held | Change (Shares, %) | Report Date |
|---|---|---|---|---|
iSHARES TRUST | 10.64% | 5.5M | -196,545 (-3.55%) | Mar 31, 2026 |
VANGUARD INDEX FUNDS | 8.24% | 4.3M | -18,553 (-0.43%) | Mar 31, 2026 |
DFA INVESTMENT DIMENSIONS GROUP INC | 3.98% | 2.1M | -47,503 (-2.30%) | Jan 31, 2026 |
FRANKLIN VALUE INVESTORS TRUST | 2.90% | 1.5M | 0 (0.00%) | Jan 31, 2026 |
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 2.88% | 1.5M | 0 (0.00%) | Mar 31, 2026 |
SPDR SERIES TRUST | 2.86% | 1.5M | +39,844 (+2.68%) | Mar 31, 2026 |
DELAWARE GROUP EQUITY FUNDS V | 2.38% | 1.2M | -84,775 (-6.86%) | Nov 28, 2025 |
Current Ownership Distribution
- Institutions954.2M (71.76%)
- Mutual Funds372.6M (28.02%)
- Insiders3.0M (0.22%)
- Other0 (0.00%)
Insider Transactions
- 0.22% (3.0M)Current InsiderOwnership (%, shares)
- 0Number of InsiderBuying (last 12 months)
- $0.00Amount of InsiderBuying (last 12 months)
- 3Number of InsiderSelling (last 12 months)
- $6.8MAmount of InsiderSelling (last 12 months)
Insider Name & Title | Type | Date
| Transaction Value | Shares | Share Price | Shares After Transactions |
|---|---|---|---|---|---|---|
LEVENSON RODGER President & CEO | Exempt | Feb 27, 2026 | $0.00 | 12,991 | $0.00 | 0 |
BRUBAKER LISA M EVP, CHRO | Exempt | Feb 27, 2026 | $0.00 | 6,809 | $0.00 | 0 |
LEVENSON RODGER President & CEO | Exempt | Feb 27, 2026 | $562,250.48 | 12,991 | $43.28 | 208,438 |
BRUBAKER LISA M EVP, CHRO | Exempt | Feb 27, 2026 | $294,693.52 | 6,809 | $43.28 | 55,285 |
LEVENSON RODGER President & CEO | In Kind | Feb 27, 2026 | $636,052.65 | 10,015 | $63.51 | 198,423 |
BRUBAKER LISA M EVP, CHRO | In Kind | Feb 27, 2026 | $294,749.91 | 4,641 | $63.51 | 50,644 |
Davis Christine Elizabeth EVP, Chief Risk Officer | Award | Feb 26, 2026 | $315,570.52 | 4,754 | $66.38 | 14,432 |
LEVENSON RODGER President & CEO | Award | Feb 26, 2026 | $2.1M | 31,245 | $66.38 | 194,528 |
Wechsler James J EVP Chief Comm'l Banking Ofc | Award | Feb 26, 2026 | $183,540.70 | 2,765 | $66.38 | 8,542 |
Hopkins Jamie Patrick Executive Vice President | Award | Feb 26, 2026 | $183,607.08 | 2,766 | $66.38 | 15,835 |
BRUBAKER LISA M EVP, CHRO | Award | Feb 26, 2026 | $342,852.70 | 5,165 | $66.38 | 47,756 |
LEVENSON RODGER President & CEO | In Kind | Feb 26, 2026 | $978,706.72 | 14,744 | $66.38 | 179,784 |
BACCI ARTHUR J EVP, COO | Award | Feb 26, 2026 | $356,460.60 | 5,370 | $66.38 | 31,736 |
Kruzinski Shari EVP, Chief Consumer Bk Officer | Award | Feb 26, 2026 | $332,630.18 | 5,011 | $66.38 | 19,751 |
Davis Christine Elizabeth EVP, Chief Risk Officer | In Kind | Feb 26, 2026 | $142,650.62 | 2,149 | $66.38 | 12,283 |
LEVENSON RODGER President & CEO | Award | Feb 26, 2026 | $1.0M | 15,663 | $66.38 | 195,447 |
BACCI ARTHUR J EVP, COO | In Kind | Feb 26, 2026 | $161,104.26 | 2,427 | $66.38 | 29,309 |
Kruzinski Shari EVP, Chief Consumer Bk Officer | In Kind | Feb 26, 2026 | $150,417.08 | 2,266 | $66.38 | 17,485 |
BRUBAKER LISA M EVP, CHRO | In Kind | Feb 26, 2026 | $154,930.92 | 2,334 | $66.38 | 45,422 |
Kruzinski Shari EVP, Chief Consumer Bk Officer | Award | Feb 26, 2026 | $187,656.26 | 2,827 | $66.38 | 20,312 |
BACCI ARTHUR J EVP, COO | Award | Feb 26, 2026 | $278,663.24 | 4,198 | $66.38 | 33,507 |
Davis Christine Elizabeth EVP, Chief Risk Officer | Award | Feb 26, 2026 | $187,191.60 | 2,820 | $66.38 | 15,103 |
BRUBAKER LISA M EVP, CHRO | Award | Feb 26, 2026 | $202,724.52 | 3,054 | $66.38 | 48,476 |
du Pont Eleuthere I | Gift | Feb 18, 2026 | $0.00 | 1,140 | $0.00 | 6,836 |
du Pont Eleuthere I | Gift | Feb 18, 2026 | $0.00 | 1,140 | $0.00 | 9,751 |
BACCI ARTHUR J EVP, COO | Exempt | Feb 09, 2026 | $0.00 | 1,946 | $0.00 | 0 |
BACCI ARTHUR J EVP, COO | Exempt | Feb 09, 2026 | $0.00 | 59 | $0.00 | 0 |
BACCI ARTHUR J EVP, COO | Exempt | Feb 09, 2026 | $2,130.49 | 59 | $36.11 | 26,425 |
BACCI ARTHUR J EVP, COO | Exempt | Feb 09, 2026 | $99,999.36 | 1,929 | $51.84 | 28,354 |
BACCI ARTHUR J EVP, COO | Exempt | Feb 09, 2026 | $881.28 | 17 | $51.84 | 28,371 |