WSFS Financial Corporation (WSFS)
Nasdaq: WSFS · National Commercial Banks · Wilmington, DE · filing with the SEC since 1995
Grade6.4
◀ Past 7.5● Present 6.9▶ Future 3.9
Who owns WSFS Financial Corporation
As filed with the SECHolders of 5% or more
2
Vanguard Portfolio Management holds 6.23% of Common Stock, as its SCHEDULE 13G filed Apr 29, 2026 says.
Directors and officers
20
report now, of 39 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What WSFS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Spring EQ
An investee · investee · invested in, named in the 10-K filed Mar 2, 2026
14 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 2, 2026.
Insider tradesForm 4
9sales
0purchases
2sales on a scheduled plan
5people selling
$5.6Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 39 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Levenson Rodger | President & CEO | 2 | $4.9M | 2 | 0 | $0 |
| Kruzinski Shari | EVP, Chief Consumer Bk Officer | 2 | $400,000 | 0 | 0 | $0 |
| Donahue Michael J | director | 1 | $300,000 | 0 | 0 | $0 |
| Bacci Arthur J | EVP, COO | 3 | $100,000 | 0 | 0 | $0 |
| Wechsler James J | EVP Chief Comm'l Banking Ofc | 1 | $0 | 0 | 0 | $0 |