WSFS Financial Corp
WSFSFigures shown here come from public SEC filings. Dates beside each section show the available history.
How WSFS Financial Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 12, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Graham Capital Management, L.P. | 2026-03-31 | 15,710 | $1.03M | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 1,096,799 | $70.7M | SEC filing |
| WELLINGTON MANAGEMENT GROUP LLP | 2026-03-31 | 145,383 | $9.52M | SEC filing |
| Bridgewater Associates, LP | 2026-03-31 | 89,339 | $5.85M | SEC filing |
| DGS Capital Management, LLC | 2026-03-31 | 7,156 | $468K | SEC filing |
| SEI INVESTMENTS CO | 2026-03-31 | 174,419 | $11.4M | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 23,138 | $1.51M | SEC filing |
| SALZHAUER MICHAEL | 2026-03-31 | 19,329 | $1.27M | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 109,326 | $7.16M | SEC filing |
| HANTZ FINANCIAL SERVICES, INC. | 2026-03-31 | 40,230 | Not shown | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 14,442 | $945K | SEC filing |
| Brooklyn Investment Group | 2026-03-31 | 4,557 | $298K | SEC filing |
| TFC Financial Management, Inc. | 2026-03-31 | 1 | $66 | SEC filing |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-03-31 | 203 | $13.3K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 3,018 | $198K | SEC filing |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2026-03-31 | 3,019 | $198K | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 64,041 | $4.19M | SEC filing |
| Pictet Asset Management Holding SA | 2026-03-31 | 8,945 | $586K | SEC filing |
| ProShare Advisors LLC | 2026-03-31 | 8,314 | $544K | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 27,101 | $1.77M | SEC filing |
- Each value is checked against WSFS Financial Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at WSFS Financial Corp's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among WSFS Financial Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-10 · LEVENSON RODGER: Larger than all 20 other insider sales of Common Stock on file. SEC filing
- 2026-06-10 · LEVENSON RODGER: Larger than 19 of the 20 other insider sales of Common Stock on file. SEC filing
- 2024-07-30 · Clark Stephen P: Larger than 18 of the 20 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-10 | LEVENSON RODGER · President & CEO | Common Stock | S — Open market or private sale | −15,406 | 74.43 | SEC filing |
| 2026-06-10 | LEVENSON RODGER · President & CEO | Common Stock | S — Open market or private sale | −50,040 | 74.01 | SEC filing |
| 2026-02-09 | BACCI ARTHUR J · EVP, COO | Common Stock | S — Open market or private sale | −1,929 | 70.51 | SEC filing |
| 2026-02-09 | BACCI ARTHUR J · EVP, COO | Common Stock | S — Open market or private sale | −17 | 70.51 | SEC filing |
| 2026-02-09 | BACCI ARTHUR J · EVP, COO | Common Stock | S — Open market or private sale | −59 | 70.51 | SEC filing |
| 2026-02-05 | Kruzinski Shari · EVP, Chief Consumer Bk Officer | Common Stock | S — Open market or private sale | −1,000 | 70.10 | SEC filing |
| 2026-02-05 | Wechsler James J · EVP Chief Comm'l Banking Ofc | Common Stock | S — Open market or private sale | −450 | 69.90 | SEC filing |
| 2025-02-21 | LEVENSON RODGER · President & CEO | Common Stock | S — Open market or private sale | −2,383 | 55.18 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | LEVENSON RODGER · President & CEO | Common Stock | M — Exercise or conversion of derivative security | +34,740 | SEC filing |
| 2026-06-10 | LEVENSON RODGER · President & CEO | Common Stock | M — Exercise or conversion of derivative security | +27,730 | SEC filing |
| 2026-06-10 | LEVENSON RODGER · President & CEO | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −34,740 | SEC filing |
| 2026-06-10 | LEVENSON RODGER · President & CEO | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −27,730 | SEC filing |
| 2026-04-15 | BRUBAKER LISA M · EVP, CHRO | Common Stock | F — Payment of exercise price or tax by delivering securities | −355 | SEC filing |
| 2026-04-15 | Kruzinski Shari · EVP, Chief Consumer Bk Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −418 | SEC filing |
| 2026-04-15 | Davis Christine Elizabeth · EVP, Chief Risk Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −417 | SEC filing |
| 2026-04-15 | Hopkins Jamie Patrick · Executive Vice President | Common Stock | F — Payment of exercise price or tax by delivering securities | −553 | SEC filing |
Showing 8 of 38 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-08-11 (amended) | TURNER DAVID G · Director | Common Stock | J — Other acquisition or disposition | +1,400 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.