WSFS · NASDAQ · Banks - Regional

WSFS Bank (WSFS)

Combines regional banking, nationwide cash logistics, and trust-led wealth management.

$76.97
vs last close+0.08 (+0.10%)

13F · 13D/G · Form 4

Institutions94.22%48.14M shares
358 holders · as of Jun 30, 2026
Insiders1.07%547.9K shares
20 holders · as of Sep 15, 2026
Other4.71%2.41M shares
remainder

51.09M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
14.71%7.52Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
6.99%3.57Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
6.48%3.31Mas of Jun 30, 2026
State Street CorpInstitution
5.94%3.03Mas of Jun 30, 2026
Franklin Resources IncInstitution
4.52%2.31Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.42%2.26Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
3.07%1.57Mas of Jun 30, 2026
Macquarie Management Holdings, Inc.Institution
2.28%1.17Mas of Jun 30, 2026
Invesco Ltd.Institution
2.06%1.05Mas of Jun 30, 2026
Pzena Investment Management LLCInstitution
1.74%888,496as of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
1.69%861,436as of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.62%828,398as of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.44%735,191as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.44%735,191as of Jun 30, 2026
Brown Advisory IncInstitution
1.43%731,582as of Jun 30, 2026
American Century Companies IncInstitution
1.40%715,383as of Jun 30, 2026
Vaughan Nelson Investment Management, L.P.Institution
1.38%705,083as of Jun 30, 2026
Bank of America Corp /DE/Institution
1.26%646,080as of Jun 30, 2026
Norges BankInstitution
1.25%638,922as of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.20%612,403as of Jun 30, 2026
Northern Trust CorpInstitution
1.19%607,642as of Jun 30, 2026
Frontier Capital Management Co LLCInstitution
1.05%535,179as of Jun 30, 2026
Principal Financial Group IncInstitution
1.05%534,461as of Jun 30, 2026
Manufacturers Life Insurance Company, theInstitution
1.02%521,623as of Jun 30, 2026
Two Sigma Investments, LPInstitution
0.99%504,502as of Jun 30, 2026

13F, as of Jun 30, 2026

358 holders · 48.14M shares · 65 new positions · 179 increased · 109 reduced · 39 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.7.52M14.71%−134.6KAug 7, 2026
Dimensional Fund Advisors LP3.57M6.99%+12.4KAug 11, 2026
Vanguard Portfolio Management LLC3.31M6.48%+54.3KAug 13, 2026
State Street Corp3.03M5.94%+130.0KAug 7, 2026
Franklin Resources Inc2.31M4.52%−265.0KAug 13, 2026
Vanguard Capital Management LLC2.26M4.42%−112.1KAug 13, 2026
Geode Capital Management, LLC1.57M3.07%+210.1KAug 12, 2026
Macquarie Management Holdings, Inc.1.17M2.28%−377.4KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Portfolio Management6.23%3.29M13GApr 29, 2026
Vanguard Capital Management5.27%2.78M13GApr 30, 2026
State Street Corporation5.10%3.03MOct 17, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 10, 2026
Michael J. Donahuedirector
Sale3,247$79.4611,495
Jul 28, 2026
Shari Kruzinskiofficer: EVP, Chief Consumer Bk Officer
Sale3,500$81.7415,207
Jun 10, 2026
Rodger Levensonofficer: President & CEO
Sale · 2 lots65,446$74.11186,088
Feb 9, 2026
Arthur J. Bacciofficer: EVP, COO
Sale · 3 lots2,005$70.5126,366
Feb 5, 2026
Shari Kruzinskiofficer: EVP, Chief Consumer Bk Officer
Sale1,000$70.1014,740
Feb 5, 2026
James J. Wechslerofficer: EVP Chief Comm'l Banking Ofc
Sale450$69.905,777

House and Senate disclosures

Not reported.