WSFS Financial
WSFS
74.75
-1.17
-1.54%
WSFS Financial
US · WSFS
#2291 by market cap
Listed 1970
74.75
-1.17
-1.54%
Live - 5344 symbols - heartbeat 310s ago
· 2026-10-08 08:06
Pre-market
74.19
-0.75%
After-hours
74.60
-0.20%
- Market cap
- 3.82B
- P/E (TTM)i
- 12.54
- P/Bi
- 1.40
- EPSi
- 5.09
- Div yieldi
- 0.95%
- 52W posi
- 76%
Reader sentiment
Are you bullish or bearish on WSFS?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- The number of reporting institutions decreased by 3 in the most recent period (2026/Q3).
- Total institutional ownership rose 0.5 percentage points.
Institutional ownership
- Held by institutions
- 94.16% +0.49pp
- Institutions
- 417 -3
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Mutual Fund83.15%
Hedge Fund3.76%
Public Company3.16%
Government Pension Fund1.47%
Sovereign Wealth Fund1.25%
Individual/Insider1.14%
Private Company0.56%
Insurance Company0.54%
Family Office/Trust0.22%
Other4.76%
Top holders as of 2026-06-30
BlackRock
14.71% · 7.52M sh
Dimensional Fund Advisors
6.99% · 3.57M sh
Vanguard Portfolio Management, LLC
6.48% · 3.31M sh
State Street Global Advisors
5.94% · 3.03M sh
Vanguard Capital Management, LLC
5.09% · 2.60M sh
Franklin Resources
4.50% · 2.30M sh
Geode Capital Management, LLC
3.07% · 1.57M sh
Macquarie Investment Management Business Trust
2.28% · 1.17M sh
T. Rowe Price Group, Inc.
1.84% · 940.85K sh
Pzena Investment Management, Inc.
1.74% · 888.50K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 23 buys · 27 sells
| Name | Role | Stake |
|---|---|---|
| Rodger Levenson | Chairperson & CEO | 0.37% |
| Lisa Brubaker | Executive Vice President | 0.10% |
| Arthur Bacci | Executive VP, Chief Wealth Officer & Interim CFO | 0.06% |
| Karen Buchholz | Independent Director | 0.06% |
| Jennifer Davis | Lead Independent Director | 0.05% |
| Anat Bird | Independent Director | 0.05% |
| David Turner | Independent Director | 0.05% |
| David Burg | Chief Financial Officer | 0.05% |
| Francis Brake | Independent Director | 0.04% |
| Eleuthere du Pont | Independent Director | 0.03% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-10 | Arthur Bacci | Executive VP, Chief Wealth Officer & Interim CFO | Other Disposition | -3,898 | $79.73 |
| 2026-09-09 | Michael Donahue | Independent Director | Open Market Disposition | -3,247 | $79.46 |
| 2026-08-14 | David Burg | Chief Financial Officer | Sale to Issuer | -5,610 | $81.66 |
| 2026-08-06 | Anat Bird | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Michael Donahue | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | David Turner | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Karen Buchholz | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Lynn McKee | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Eleuthere du Pont | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Francis Brake | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Michelle Hong | Director | Other Acquisition | +1,908 | $81.27 |
| 2026-08-06 | Jennifer Davis | Lead Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-08-06 | Christopher Gheysens | Independent Director | Other Acquisition | +923 | $81.27 |
| 2026-07-27 | Shari Kruzinski | Executive VP & Chief Consumer Banking Officer | Open Market Disposition | -3,500 | $81.74 |
| 2026-06-09 | Rodger Levenson | Chairperson & CEO | Automatic Disposition | -2,976 | $74.43 |
| 2026-06-09 | Rodger Levenson | Chairperson & CEO | Derivative Exercise and Sale | -62,470 | $36.11–74.43 |
| 2026-04-14 | Arthur Bacci | Executive VP, Chief Wealth Officer & Interim CFO | Sale to Issuer | -1,939 | $69.07 |
| 2026-04-14 | Rodger Levenson | Chairperson & CEO | Sale to Issuer | -9,359 | $69.07 |
| 2026-04-14 | David Burg | Chief Financial Officer | Sale to Issuer | -460 | $69.07 |
| 2026-04-14 | Lisa Brubaker | Executive Vice President | Sale to Issuer | -1,741 | $69.07 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 08:06:41 · For reference only, not investment advice and not tailored to your situation.