WSFS FINANCIAL CORP
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Lisa C. McClainHouse · R · MI |
WSFSWSFS FINANCIAL CORP · Stock |
Purchase $1,001 - $15,000 |
Nov 21, 2025 | Oct 30, 2025 | Filing ↗ |
Lisa C. McClainHouse · R · MI |
WSFSWSFS FINANCIAL CORP · Stock |
Sale $1,001 - $15,000 |
Nov 21, 2025 | Oct 30, 2025 | Filing ↗ |
Lisa C. McClainHouse · R · MI |
WSFSWSFS FINANCIAL CORP · Stock |
Sale $1,001 - $15,000 |
Nov 21, 2025 | Oct 31, 2025 | Filing ↗ |
Lisa C. McClainHouse · R · MI |
WSFSWSFS FINANCIAL CORP · Stock |
Purchase $1,001 - $15,000 |
Aug 13, 2025 | Jun 17, 2025 | Filing ↗ |
Whale Activity
- Increased5
- New1
- Held0
- Decreased3
- Closed1
- No prior filing0
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 7.5M | $576.7M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $254.1M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $173.1M | decreased |
| TWO SIGMA INVESTMENTS, LP | 504.5K | $38.7M | increased |
| CITADEL ADVISORS LLC | 189.9K | $14.6M | increased |
| Bridgewater Associates, LP | 158.4K | $12.2M | increased |
| Point72 Asset Management, L.P. | 93.1K | $7.1M | new |
| MILLENNIUM MANAGEMENT LLC | 72.3K | $5.5M | increased |
| D. E. Shaw & Co., Inc. | 16.9K | $1.3M | decreased |
| Renaissance Technologies | 0 | $0 | closed |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Recent Insider Transactions
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| DONAHUE MICHAEL JDirector · Director | Sale | −3,247 | $79.46 | $258K | Sep 10, 2026 | Form 4 ↗ |
| Kruzinski ShariEVP, Chief Consumer Bk Officer | Sale | −3,500 | $81.74 | $286K | Jul 28, 2026 | Form 4 ↗ |
| LEVENSON RODGERPresident & CEO | Sale | −15.4K | $74.43 | $1.1M | Jun 10, 2026 | Form 4 ↗ |
| LEVENSON RODGERPresident & CEO | Sale | −50.0K | $74.01 | $3.7M | Jun 10, 2026 | Form 4 ↗ |
| LEVENSON RODGERPresident & CEO | Option exercise | +27.7K | $51.84 | $1.4M | Jun 10, 2026 | Form 4 ↗ |
| LEVENSON RODGERPresident & CEO | Option exercise | +34.7K | $36.11 | $1.3M | Jun 10, 2026 | Form 4 ↗ |
| Matyger Allan Michael JuniorEVP and CIO | Tax withholding | −81 | $69.07 | $6K | Apr 15, 2026 | Form 4 ↗ |
| Matyger Allan Michael JuniorEVP and CIO | Tax withholding | −119 | $69.07 | $8K | Apr 15, 2026 | Form 4 ↗ |
| Matyger Allan Michael JuniorEVP and CIO | Tax withholding | −151 | $69.07 | $10K | Apr 15, 2026 | Form 4 ↗ |
| Matyger Allan Michael JuniorEVP and CIO | Tax withholding | −123 | $69.07 | $8K | Apr 15, 2026 | Form 4 ↗ |
| Wechsler James JEVP Chief Comm'l Banking Ofc | Tax withholding | −69 | $69.07 | $5K | Apr 15, 2026 | Form 4 ↗ |
| Wechsler James JEVP Chief Comm'l Banking Ofc | Tax withholding | −137 | $69.07 | $9K | Apr 15, 2026 | Form 4 ↗ |
| Wechsler James JEVP Chief Comm'l Banking Ofc | Tax withholding | −178 | $69.07 | $12K | Apr 15, 2026 | Form 4 ↗ |
| Wechsler James JEVP Chief Comm'l Banking Ofc | Tax withholding | −127 | $69.07 | $9K | Apr 15, 2026 | Form 4 ↗ |
| Burg DavidExecutive Vice President, CFO | Tax withholding | −460 | $69.07 | $32K | Apr 15, 2026 | Form 4 ↗ |
| Hopkins Jamie PatrickExecutive Vice President | Tax withholding | −553 | $69.07 | $38K | Apr 15, 2026 | Form 4 ↗ |
| Hopkins Jamie PatrickExecutive Vice President | Tax withholding | −636 | $69.07 | $44K | Apr 15, 2026 | Form 4 ↗ |
| Davis Christine ElizabethEVP, Chief Risk Officer | Tax withholding | −84 | $69.07 | $6K | Apr 15, 2026 | Form 4 ↗ |
| Davis Christine ElizabethEVP, Chief Risk Officer | Tax withholding | −328 | $69.07 | $23K | Apr 15, 2026 | Form 4 ↗ |
| Davis Christine ElizabethEVP, Chief Risk Officer | Tax withholding | −417 | $69.07 | $29K | Apr 15, 2026 | Form 4 ↗ |
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3.1M | $240.2M | 0.22% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.6M | $120.6M | 0.01% | Jun 30, 2026 |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 1.3M | $107.4M | 2.50% | Jul 31, 2026 |
| iShares Russell 2000 ETF iShares Trust | 1.3M | $96.8M | 0.12% | Jun 30, 2026 |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1.1M | $87.1M | 0.05% | Jun 30, 2026 |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 947.4K | $67.7M | 1.23% | May 29, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 711.9K | $57.1M | 0.29% | Jul 31, 2026 |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 718.3K | $55.1M | 0.08% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 578.5K | $46.4M | 0.14% | Jul 31, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 595.4K | $45.7M | 0.05% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list WSFS's shares (CUSIP 929328102), each fund at its latest report since Mar 8, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming WSFS FINANCIAL CORP as the client.
Government Contracts
No federal contract awards found for WSFS FINANCIAL CORP.
U.S. Patents
No USPTO patent applications found for WSFS FINANCIAL CORP.
Annual Financials
No annual XBRL figures on record for WSFS. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
- 3-for-1Stock splitMay 19, 2015
Split dates and ratios from the price history · Close Prices from Tiingo.com

