WSFS Smart Money
WSFS Financial Corporation
1W: +2.0%
1M: +3.1%
3M: -2.0%
YTD: +43.6%
1Y: +49.2%
3Y: +136.3%
5Y: +54.3%
$78.85
-0.72 (-0.90%)
Weekly Expected Move ±2.7%
$75
$77
$79
$81
$83
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026392
Institutions Holding
+29 vs prior
88.5%
Ownership
+14.77%
66
New
113
Increased
144
Reduced
34
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | BACCI ARTHUR J | officer: evp, coo | J-J | 3,898 | $79.73 | $311K | Filing |
| 2026-09-10 | DONAHUE MICHAEL J | director | S-Sale | 3,247 | $79.46 | $258K | Filing |
| 2026-08-15 | Burg David | officer: executive vice president, cfo | F-Tax Withholding | 5,610 | $81.66 | $458K | Filing |
| 2026-08-07 | BIRD ANAT | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | Brake Francis B. | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | TURNER DAVID G | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | McKee Lynn | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | Hong Michelle | director | A-Grant/Award | 1,908 | $81.27 | $155K | Filing |
| 2026-08-07 | Gheysens Christopher | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | du Pont Eleuthere I | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | DONAHUE MICHAEL J | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | Buchholz Karen Dougherty | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-08-07 | DAVIS JENNIFER W | director | A-Grant/Award | 923 | $81.27 | $75K | Filing |
| 2026-07-28 | Kruzinski Shari | officer: evp, chief consumer bk officer | S-Sale | 3,500 | $81.74 | $286K | Filing |
| 2026-06-10 | LEVENSON RODGER | officer: president & ceo | S-Sale | 50,040 | $74.01 | $3.7M | Filing |
| 2026-06-10 | LEVENSON RODGER | officer: president & ceo | S-Sale | 15,406 | $74.43 | $1.1M | Filing |
| 2026-04-15 | BRUBAKER LISA M | officer: evp, chro | F-Tax Withholding | 431 | $69.07 | $30K | Filing |
| 2026-04-15 | BACCI ARTHUR J | officer: evp, coo | F-Tax Withholding | 507 | $69.07 | $35K | Filing |
| 2026-04-15 | BACCI ARTHUR J | officer: evp, coo | F-Tax Withholding | 448 | $69.07 | $31K | Filing |
| 2026-04-15 | BACCI ARTHUR J | officer: evp, coo | F-Tax Withholding | 613 | $69.07 | $42K | Filing |
| 2026-04-15 | BACCI ARTHUR J | officer: evp, coo | F-Tax Withholding | 371 | $69.07 | $26K | Filing |
| 2026-04-15 | BRUBAKER LISA M | officer: evp, chro | F-Tax Withholding | 598 | $69.07 | $41K | Filing |
| 2026-04-15 | BRUBAKER LISA M | officer: evp, chro | F-Tax Withholding | 357 | $69.07 | $25K | Filing |
| 2026-04-15 | Burg David | officer: executive vice president, cfo | F-Tax Withholding | 460 | $69.07 | $32K | Filing |
| 2026-04-15 | Davis Christine Elizabeth | officer: evp, chief risk officer | F-Tax Withholding | 84 | $69.07 | $6K | Filing |
🏛️ Congressional Trades
5 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-10-30 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-29 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-17 | Lisa McClain | House | Buy | $1,001 - $15,000 | Filing |
| 2025-06-16 | Lisa C. McClain | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,515,901 | $577M | -134,636 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 3,572,913 | $274M | +12,357 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,312,116 | $254M | +54,294 | 2026-06-30 | Filing |
| STATE STREET CORP | 3,032,754 | $233M | +130,010 | 2026-06-30 | Filing |
| FRANKLIN RESOURCES INC | 2,310,174 | $177M | -264,998 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,255,877 | $173M | -112,112 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,570,611 | $121M | +210,058 | 2026-06-30 | Filing |
| NOMURA ASSET MANAGEMENT INTERNATIONAL IN | 1,165,245 | $89M | -377,447 | 2026-06-30 | Filing |
| Invesco Ltd. | 1,052,326 | $81M | +107,458 | 2026-06-30 | Filing |
| PZENA INVESTMENT MANAGEMENT LLC | 888,496 | $68M | +9,908 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 828,398 | $64M | -268,401 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 735,191 | $56M | +735,191 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 735,191 | $56M | +36,008 | 2026-06-30 | Filing |
| BROWN ADVISORY INC | 731,582 | $56M | -13,307 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 715,383 | $55M | +24,022 | 2026-06-30 | Filing |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L. | 705,083 | $54M | +180,903 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 646,080 | $50M | -91,507 | 2026-06-30 | Filing |
| NORGES BANK | 638,922 | $49M | +638,922 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 612,403 | $47M | +108,038 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 607,642 | $47M | +26,429 | 2026-06-30 | Filing |