WSFS Financial Corporation
Ownership
Ownership Structure
Who owns WSFS Financial Corporation (WSFS)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 98.8% of the shares are freely tradable; institutional investors hold 94.0%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 14.97 | 7,650,537 | -3.0 | 03/31/2026 |
| Dimensional Fund Advisors, Inc. | 6.99 | 3,572,913 | +0.3 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 6.38 | 3,257,822 | +0.0 | 03/31/2026 |
| State Street Corp | 5.68 | 2,902,744 | +0.3 | 03/31/2026 |
| Franklin Templeton Inc | 5.04 | 2,575,172 | +4.4 | 03/31/2026 |
| Vanguard Capital Management, LLC | 4.63 | 2,367,989 | +0.0 | 03/31/2026 |
| Delaware Management Holdings Inc | 3.02 | 1,542,692 | -6.7 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6.20 | 3,167,171 | +0.0 | 08/31/2026 |
| Franklin US Small Cap Value Equity | 4.27 | 2,181,133 | +62.9 | 07/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.09 | 1,578,700 | +0.4 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Buchholz Karen Dougherty | Director | 29,641 | 2,347,567 $ | Aug 7, 2026 | direct |
| Davis Jennifer W | Director | 27,123 | 2,148,142 $ | Aug 7, 2026 | direct |
| Bird Anat | Director | 26,811 | 2,123,431 $ | Aug 7, 2026 | direct |
| Turner David G | Director | 23,576 | 1,867,219 $ | Aug 7, 2026 | direct |
| Burg David | Executive Vice President, CFO | 23,034 | 1,824,293 $ | Aug 15, 2026 | direct |
| Brake Francis B. | Director | 21,312 | 1,687,910 $ | Aug 7, 2026 | direct |
| McKee Lynn | Director | 17,467 | 1,383,386 $ | Aug 7, 2026 | direct |
| Kruzinski Shari | EVP, Chief Consumer Bk Officer | 15,207 | 1,204,394 $ | Jul 28, 2026 | direct |
| Gheysens Christopher | Director | 12,963 | 1,026,670 $ | Aug 7, 2026 | direct |
| Donahue Michael J | Director | 11,495 | 910,404 $ | Sep 10, 2026 | direct |
| du Pont Eleuthere I | Director | 7,759 | 614,513 $ | Aug 7, 2026 | direct |
| Hong Michelle | Director | 2,563 | 202,990 $ | Aug 7, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | Bacci Arthur J | EVP, COO | Other | 3,898 | 79.73 | 310,788 |
| Sep 10, 2026 | Donahue Michael J | Director | Sell | 3,247 | 79.46 | 258,007 |
| Aug 15, 2026 | Burg David | Executive Vice President, CFO | Other | 5,610 | 81.66 | 458,113 |
| Aug 7, 2026 | Davis Jennifer W | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | Hong Michelle | Director | Other | 1,908 | 81.27 | 155,063 |
| Aug 7, 2026 | Gheysens Christopher | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | Brake Francis B. | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | Buchholz Karen Dougherty | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | du Pont Eleuthere I | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | McKee Lynn | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | Donahue Michael J | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | Turner David G | Director | Other | 923 | 81.27 | 75,012 |
| Aug 7, 2026 | Bird Anat | Director | Other | 923 | 81.27 | 75,012 |
| Jul 28, 2026 | Kruzinski Shari | EVP, Chief Consumer Bk Officer | Sell | 3,500 | 81.74 | 286,090 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.