WSFS Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:WSFS Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
11 Dec 23	SellUS$92,412	Patrick Ward	Individual	2,227	US$41.50
01 Dec 23	SellUS$126,864	Michael Donahue	Individual	3,148	US$40.30
27 Apr 23	BuyUS$27,220	Christine Davis	Individual	798	US$34.11

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WSFS?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	8,609	0.0143%
State or Government	48,935	0.0814%
Individual Insiders	682,799	1.14%
General Public	5,179,141	8.62%
Institutions	54,164,481	90.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.49% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.5%	BlackRock, Inc.	8,694,832	US$390.9m	-1.86%	0.01%
11.6%	The Vanguard Group, Inc.	6,965,798	US$313.2m	-0.78%	0.01%
6.25%	Dimensional Fund Advisors LP	3,757,216	US$168.9m	2.11%	0.03%
4.8%	Franklin Resources, Inc.	2,881,637	US$129.6m	8.78%	0.05%
4.76%	State Street Global Advisors, Inc.	2,861,644	US$128.7m	5.74%	0.01%
4.35%	T. Rowe Price Group, Inc.	2,614,761	US$117.6m	-0.89%	0.01%
2.95%	Macquarie Investment Management Business Trust	1,770,360	US$79.6m	-0.41%	0.09%
2.26%	Geode Capital Management, LLC	1,360,659	US$61.2m	4.36%	0.01%
1.89%	Champlain Investment Partners, LLC	1,133,191	US$50.9m	-5.6%	0.29%
1.76%	AllianceBernstein L.P.	1,057,755	US$47.6m	6.75%	0.02%
1.7%	Cooke & Bieler, L.P.	1,023,909	US$46.0m	-1.88%	0.4%
1.67%	Pzena Investment Management, Inc.	1,003,447	US$45.1m	-3.88%	0.09%
1.48%	Northern Trust Global Investments	891,947	US$40.1m	-2.24%	0.01%
1.37%	Palisade Capital Management, LP	821,792	US$36.9m	-8.26%	1.07%
1.32%	Brown Advisory Incorporated	795,122	US$35.7m	-3.32%	0.05%
1.25%	Manulife Asset Management	753,980	US$33.9m	-7.14%	0.03%
1.23%	Managed Account Advisors LLC	737,228	US$33.1m	-0.61%	0.01%
1.14%	Norges Bank Investment Management	682,979	US$30.7m	7.24%	no data
1.07%	Charles Schwab Investment Management, Inc.	641,895	US$28.9m	0%	0.01%
0.96%	BNY Mellon Asset Management	575,947	US$25.9m	3.43%	no data
0.9%	Invesco Ltd.	543,446	US$24.4m	14.9%	0.01%
0.89%	Jennison Associates LLC	533,060	US$24.0m	-8.78%	0.02%
0.87%	Frontier Capital Management Co LLC	521,911	US$23.5m	-1.56%	0.21%
0.79%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	472,390	US$21.2m	15.5%	0.01%
0.76%	American Century Investment Management Inc	457,196	US$20.6m	29.9%	0.01%