WSFSNasdaqNational Commercial BanksFiscal year ends December 31
WSFS FINANCIAL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$75.92−0.43 (-0.56%)
Close on Oct 19, 2026
- Market cap
- $3.94B
- P/E (TTM)
- 12.7
- Dividend yield
- 0.87%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.8%
47M of 51M shares
Institutional holders
355
64 new, 34 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $5.64M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,694,832 | – | 13G (passive) amendment | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 3,757,218 | 6.20% | 13G (passive) amendment | Dec 29, 2023 |
| Vanguard Portfolio Management | 3,287,307 | 6.23% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 3,030,372 | 5.10% | 13G (passive) | Sep 30, 2024 |
| Vanguard Capital Management | 2,780,059 | 5.27% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of WSFS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,515,901 | 14.71% | $576.70M | −134,636 | 0.01% |
| Dimensional Fund Advisors LP | 3,572,913 | 6.99% | $274.15M | +12,357 | 0.05% |
| Vanguard Portfolio Management LLC | 3,312,116 | 6.48% | $254.14M | +54,294 | 0.01% |
| State Street Corp | 3,032,754 | 5.94% | $232.70M | +130,010 | 0.01% |
| Franklin Resources Inc | 2,310,174 | 4.52% | $177.26M | −264,998 | 0.04% |
| Vanguard Capital Management LLC | 2,255,877 | 4.42% | $173.09M | −112,112 | 0.00% |
| Geode Capital Management, LLC | 1,570,611 | 3.07% | $120.53M | +210,058 | 0.01% |
| Nomura Asset Management International Inc. | 1,165,245 | 2.28% | $89.41M | −377,447 | 0.13% |
| Invesco Ltd. | 1,052,326 | 2.06% | $80.74M | +107,458 | 0.01% |
| Pzena Investment Management LLC | 888,496 | 1.74% | $68.17M | +9,908 | 0.20% |
| T. Rowe Price Investment Management, Inc. | 861,436 | 1.69% | $66.10K | −47,122 | 0.04% |
| JPMorgan Chase & Co | 828,398 | 1.62% | $63.72M | −268,401 | 0.00% |
| Charles Schwab Investment Management Inc | 735,191 | 1.44% | $56.41M | +36,008 | 0.01% |
| Brown Advisory Inc | 731,582 | 1.43% | $56.13M | −13,307 | 0.09% |
| American Century Companies Inc | 715,383 | 1.40% | $54.89M | +24,022 | 0.02% |
| Vaughan Nelson Investment Management, L.P. | 705,083 | 1.38% | $54.10M | +180,903 | 0.48% |
| Bank Of America Corp /De/ | 646,080 | 1.26% | $49.57M | −91,507 | 0.00% |
| Norges Bank | 638,922 | 1.25% | $49.02M | New | 0.00% |
| Goldman Sachs Group Inc | 612,403 | 1.20% | $46.99M | +108,038 | 0.00% |
| Northern Trust Corp | 607,642 | 1.19% | $46.62M | +26,429 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 355 | 47M | 92.8% | 64 / 113 | 109 / 34 | 4M | 4M |
| Q1 2026 | 331 | 47M | 92.1% | 57 / 105 | 114 / 34 | 9M | 5M |
| Q4 2025 | 315 | 49M | 95.9% | 51 / 100 | 114 / 22 | 5M | 9M |
| Q3 2025 | 294 | 53M | 100.0% | 41 / 87 | 105 / 29 | 5M | 3M |
| Q2 2025 | 286 | 52M | 100.0% | 41 / 80 | 108 / 16 | 2M | 3M |
| Q1 2025 | 264 | 53M | 100.0% | 33 / 82 | 95 / 18 | 2M | 2M |
| Q4 2024 | 251 | 54M | 100.0% | 28 / 82 | 83 / 38 | 3M | 2M |
| Q3 2024 | 265 | 53M | 100.0% | 46 / 70 | 100 / 12 | 10M | 2M |
| Q2 2024 | 233 | 54M | 100.0% | 21 / 73 | 94 / 28 | 2M | 3M |
| Q1 2024 | 241 | 55M | 100.0% | 21 / 71 | 100 / 23 | 3M | 2M |
| Q4 2023 | 243 | 54M | 100.0% | 44 / 82 | 76 / 15 | 4M | 2M |
| Q3 2023 | 218 | 53M | 100.0% | 26 / 64 | 83 / 15 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of WSFS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,130,770 | 6.13% | $240.22M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,571,965 | 3.08% | $120.62M | 0.01% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 1,339,317 | 2.62% | $107.41M | 2.50% | Jul 31, 2026 |
| iShares Russell 2000 ETF | 1,262,192 | 2.47% | $96.85M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,134,992 | 2.22% | $87.09M | 0.05% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 947,395 | 1.85% | $67.69M | 1.23% | May 29, 2026 |
| Vanguard Small-Cap Value Index Fund | 718,280 | 1.41% | $55.11M | 0.08% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 711,916 | 1.39% | $57.10M | 0.29% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 595,438 | 1.17% | $45.69M | 0.05% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 580,632 | 1.14% | $41.49M | 0.15% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 578,932 | 1.13% | $44.42M | 0.94% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 578,510 | 1.13% | $46.40M | 0.14% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 475,948 | 0.93% | $36.52M | 0.22% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 462,957 | 0.91% | $35.52M | 0.24% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 461,271 | 0.90% | $36.99M | 0.22% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Arthur J. Bacci | EVP, COO | 31,569 | 0.06% | Sep 15, 2026 |
| David Burg | Executive Vice President, CFO | 23,034 | 0.05% | Aug 18, 2026 |
| Shari Kruzinski | EVP, Chief Consumer Bk Officer | 17,342 | 0.03% | Jul 30, 2026 |
| Rodger Levenson | President & CEO | 225,721 | 0.44% | Jun 12, 2026 |
| Allan Michael Junior Matyger | EVP and CIO | 5,618 | 0.01% | Apr 17, 2026 |
| Lisa M. Brubaker | EVP, CHRO | 52,253 | 0.10% | Apr 17, 2026 |
| Christine Elizabeth Davis | EVP, Chief Risk Officer | 17,664 | 0.03% | Apr 17, 2026 |
| Jamie Patrick Hopkins | Executive Vice President | 15,200 | 0.03% | Apr 17, 2026 |
| James J. Wechsler | EVP Chief Comm'l Banking Ofc | 9,095 | 0.02% | Apr 17, 2026 |
| Michael J. Donahue | Director | 11,495 | 0.02% | Sep 11, 2026 |
| Jennifer W. Davis | Director | 27,123 | 0.05% | Aug 11, 2026 |
| Anat Bird | Director | 26,811 | 0.05% | Aug 10, 2026 |
| Christopher Gheysens | Director | 12,963 | 0.03% | Aug 10, 2026 |
| David G. Turner | Director | 23,576 | 0.05% | Aug 10, 2026 |
| Karen Dougherty Buchholz | Director | 29,641 | 0.06% | Aug 10, 2026 |
| Michelle Hong | Director | 2,563 | 0.01% | Aug 10, 2026 |
| Pont Eleuthere I. du | Director | 17,510 | 0.03% | Aug 10, 2026 |
| Lynn McKee | Director | 17,467 | 0.03% | Aug 10, 2026 |
| Francis B. Brake | Director | 21,312 | 0.04% | Aug 10, 2026 |
| Nancy J. Foster | Director | 8,602 | 0.02% | Aug 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Arthur J. Bacci EVP, COO | Sep 11, 2026 | Other | −3,898 | $79.73 | $310.79K | 0 |
| Michael J. Donahue Director | Sep 10, 2026 | Sale | −3,247 | $79.46 | $258.01K | 11,495 |
| David Burg Executive Vice President, CFO | Aug 15, 2026 | Tax withholding | −5,610 | $81.66 | $458.11K | 23,034 |
| Jennifer W. Davis Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 27,123 |
| Christopher Gheysens Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 12,963 |
| Anat Bird Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 26,811 |
| Karen Dougherty Buchholz Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 29,641 |
| Michelle Hong Director | Aug 7, 2026 | Award | +1,908 | $81.27 | $155.06K | 2,563 |
| David G. Turner Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 23,576 |
| Francis B. Brake Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 21,312 |
| Lynn McKee Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 17,467 |
| Michael J. Donahue Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 14,742 |
| Pont Eleuthere I. du Director | Aug 7, 2026 | Award | +923 | $81.27 | $75.01K | 7,759 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Jul 28, 2026 | Sale | −3,500 | $81.74 | $286.09K | 15,207 |
| Rodger Levenson President & CEO | Jun 10, 2026 | Option exercise | +34,740 | $36.11 | $1.25M | 223,804 |
| Rodger Levenson President & CEO | Jun 10, 2026 | Sale(10b5-1 plan) | −15,406 | $74.43 | $1.15M | 186,088 |
| Rodger Levenson President & CEO | Jun 10, 2026 | Sale(10b5-1 plan) | −50,040 | $74.01 | $3.70M | 201,494 |
| Rodger Levenson President & CEO | Jun 10, 2026 | Option exercise | +27,730 | $51.84 | $1.44M | 251,534 |
| Rodger Levenson President & CEO | Apr 15, 2026 | Tax withholding | −2,256 | $69.07 | $155.82K | 196,167 |
| Rodger Levenson President & CEO | Apr 15, 2026 | Tax withholding | −2,157 | $69.07 | $148.98K | 191,246 |
| Rodger Levenson President & CEO | Apr 15, 2026 | Tax withholding | −2,182 | $69.07 | $150.71K | 189,064 |
| Rodger Levenson President & CEO | Apr 15, 2026 | Tax withholding | −2,764 | $69.07 | $190.91K | 193,403 |
| David Burg Executive Vice President, CFO | Apr 15, 2026 | Tax withholding | −460 | $69.07 | $31.77K | 28,644 |
| Allan Michael Junior Matyger EVP and CIO | Apr 15, 2026 | Tax withholding | −81 | $69.07 | $5.59K | 4,645 |
| Allan Michael Junior Matyger EVP and CIO | Apr 15, 2026 | Tax withholding | −151 | $69.07 | $10.43K | 4,845 |
| Allan Michael Junior Matyger EVP and CIO | Apr 15, 2026 | Tax withholding | −119 | $69.07 | $8.22K | 4,726 |
| Allan Michael Junior Matyger EVP and CIO | Apr 15, 2026 | Tax withholding | −123 | $69.07 | $8.50K | 4,996 |
| James J. Wechsler EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax withholding | −127 | $69.07 | $8.77K | 8,416 |
| James J. Wechsler EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax withholding | −178 | $69.07 | $12.29K | 8,238 |
| James J. Wechsler EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax withholding | −69 | $69.07 | $4.77K | 8,032 |
| James J. Wechsler EVP Chief Comm'l Banking Ofc | Apr 15, 2026 | Tax withholding | −137 | $69.07 | $9.46K | 8,101 |
| Jamie Patrick Hopkins Executive Vice President | Apr 15, 2026 | Tax withholding | −636 | $69.07 | $43.93K | 15,200 |
| Jamie Patrick Hopkins Executive Vice President | Apr 15, 2026 | Tax withholding | −553 | $69.07 | $38.20K | 14,647 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Apr 15, 2026 | Tax withholding | −418 | $69.07 | $28.87K | 19,553 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Apr 15, 2026 | Tax withholding | −499 | $69.07 | $34.47K | 18,707 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Apr 15, 2026 | Tax withholding | −347 | $69.07 | $23.97K | 19,206 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Apr 15, 2026 | Tax withholding | −341 | $69.07 | $23.55K | 19,971 |
| Lisa M. Brubaker EVP, CHRO | Apr 15, 2026 | Tax withholding | −355 | $69.07 | $24.52K | 50,289 |
| Lisa M. Brubaker EVP, CHRO | Apr 15, 2026 | Tax withholding | −357 | $69.07 | $24.66K | 49,334 |
| Lisa M. Brubaker EVP, CHRO | Apr 15, 2026 | Tax withholding | −431 | $69.07 | $29.77K | 48,903 |
| Lisa M. Brubaker EVP, CHRO | Apr 15, 2026 | Tax withholding | −598 | $69.07 | $41.30K | 49,691 |
| Christine Elizabeth Davis EVP, Chief Risk Officer | Apr 15, 2026 | Tax withholding | −341 | $69.07 | $23.55K | 14,762 |
| Christine Elizabeth Davis EVP, Chief Risk Officer | Apr 15, 2026 | Tax withholding | −417 | $69.07 | $28.80K | 14,345 |
| Christine Elizabeth Davis EVP, Chief Risk Officer | Apr 15, 2026 | Tax withholding | −84 | $69.07 | $5.80K | 13,933 |
| Christine Elizabeth Davis EVP, Chief Risk Officer | Apr 15, 2026 | Tax withholding | −328 | $69.07 | $22.65K | 14,017 |
| Arthur J. Bacci EVP, COO | Apr 15, 2026 | Tax withholding | −507 | $69.07 | $35.02K | 33,001 |
| Arthur J. Bacci EVP, COO | Apr 15, 2026 | Tax withholding | −448 | $69.07 | $30.94K | 32,553 |
| Arthur J. Bacci EVP, COO | Apr 15, 2026 | Tax withholding | −613 | $69.07 | $42.34K | 31,940 |
| Arthur J. Bacci EVP, COO | Apr 15, 2026 | Tax withholding | −371 | $69.07 | $25.62K | 31,569 |
| Rodger Levenson President & CEO | Feb 27, 2026 | Option exercise | +12,991 | $43.28 | $562.25K | 208,438 |
| Rodger Levenson President & CEO | Feb 27, 2026 | Tax withholding | −10,015 | $63.51 | $636.05K | 198,423 |
| Lisa M. Brubaker EVP, CHRO | Feb 27, 2026 | Tax withholding | −4,641 | $63.51 | $294.75K | 50,644 |
| Lisa M. Brubaker EVP, CHRO | Feb 27, 2026 | Option exercise | +6,809 | $43.28 | $294.69K | 55,285 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Feb 26, 2026 | Award | +5,011 | $66.38 | $332.63K | 19,751 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Feb 26, 2026 | Tax withholding | −2,266 | $66.38 | $150.42K | 17,485 |
| Shari Kruzinski EVP, Chief Consumer Bk Officer | Feb 26, 2026 | Award | +2,827 | $66.38 | $187.66K | 20,312 |
| David Burg Executive Vice President, CFO | Feb 26, 2026 | Award | +3,975 | $66.38 | $263.86K | 29,104 |
| James J. Wechsler EVP Chief Comm'l Banking Ofc | Feb 26, 2026 | Award | +2,765 | $66.38 | $183.54K | 8,542 |
| Christine Elizabeth Davis EVP, Chief Risk Officer | Feb 26, 2026 | Award | +4,754 | $66.38 | $315.57K | 14,432 |
| Christine Elizabeth Davis EVP, Chief Risk Officer | Feb 26, 2026 | Award | +2,820 | $66.38 | $187.19K | 15,103 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| A. Kruzinski Sharon Officer | Jul 28, 2026 | 3,500 | $286.08K | Jul 28, 2026 | Performance Shares |
| Levenson Rodger Officer | Jun 10, 2026 | 65,446 | $4.80M | Jun 10, 2026 | Exercise of Stock Options |
| Shari Kruzinski Officer | Feb 11, 2026 | 1,000 | $70.10K | Feb 5, 2026 | RSU Award Vesting |
| J. Bacci Arthur Officer | Feb 9, 2026 | 2,005 | $141.37K | Feb 9, 2026 | Stock Option Exercise |
| Levenson Rodger Officer | Feb 21, 2025 | 7,199 | $397.40K | Feb 21, 2025 | Stock Option Exercise |
| P. Clark Stephen Officer | Jul 30, 2024 | 12,663 | $715.66K | Jul 30, 2024 | Stock Option Exercise |
| J. Bacci Arthur Officer | Jul 30, 2024 | 8,609 | $486.48K | Jul 30, 2024 | Stock Option Exercise |