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WSFS Wsfs Financial Corporation

Financials, filed as WSFS FINL CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.2%
  • $68M
  • 1 add

In 2026 Q2 Richard Pzena added to Wsfs Financial.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (Richard Pzena, Pzena Investment Management). Not free-float ownership.

  1. Richard Pzena Add 0.20%

Who owns WSFS

Sorted by value, long equity only, as of 2026 Q2.

History
Richard Pzena, Pzena Investment Management 0.20%, was 0.19% Add +1.1% 888,496 $68M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by WSFS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All WSFS insider trades
  • None no insider bought on the open market
  • $787K sold by 4 insiders outside a trading plan
  • $4.9M sold by 1 insider under 10b5-1 plans
  1. Michael J Donahue Director
    Sale
    $258K 3,247 shares at $79.46 22% of stake
    Traded Sep 10 Filed Sep 11
    ↗
  2. Shari Kruzinski EVP, Chief Consumer Bk Officer
    Sale
    $286K 3,500 shares at $81.74 19% of stake
    Traded Jul 28 Filed Jul 30
    ↗
  3. Rodger Levenson CEO
    Planned sale
    $4.9M 65,446 shares at $74.11 26% of stake
    Traded Jun 10 Filed Jun 12
    ↗
  4. Arthur J Bacci COO
    Sale
    $141K 2,005 shares at $70.51 7.1% of stake
    Traded Feb 9 Filed Feb 11
    ↗
  5. James J Wechsler EVP Chief Comm'l Banking Ofc
    Sale
    $31K 450 shares at $69.90 7.2% of stake
    Traded Feb 5 Filed Feb 9
    ↗
  6. Shari Kruzinski EVP, Chief Consumer Bk Officer
    Sale
    $70K 1,000 shares at $70.10 6.4% of stake
    Traded Feb 5 Filed Feb 9
    ↗

Also filed in the last 12 months, not counted as buying or selling: 40 share withholdings for taxes, 25 stock grants, 7 option exercises, 4 gifts, and 1 other transaction.

Congress

1 member of Congress traded WSFS in the last three years: 2 buys and 2 sales.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jun 17, 2025 filed Aug 13, 2025

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 7.01 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01 Filing Doc

Source: SEC EDGAR submissions, updated about 11 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $269.16M $263.67M $287.35M

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $20.59B $20.81B $21.31B
Total equity $2.48B $2.59B $2.74B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $237M $219.9M $220M
Cash from investing -$326.26M -$66.73M $124.88M
Cash from financing $344.9M -$91.25M $199.46M
Net change in cash $255.64M $61.92M $544.34M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.