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WSFS FINANCIAL CORP. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and WSFS FINANCIAL CORP.’s Form 8-K, filed 2024-05-17 (Item 5.07 on EDGAR). Page generated 02 October 2026.

7Reported items
296Asset managers
2,301Fund votes
2024-05-16Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore WSFS FINANCIAL CORP. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by WSFS FINANCIAL CORP.

These tallies are WSFS FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-05-17 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

WSFS FINANCIAL CORP. — official shareholder meeting results, meeting held 2024-05-16
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Anat Bird	50,967,558	--	--	1,328,004	3,307,102	Majority: yes
Elect Director: Jennifer W. Davis	44,991,181	--	--	7,304,381	3,307,102	Majority: yes
Elect Director: Michael J. Donahue	51,588,383	--	--	707,179	3,307,102	Majority: yes
Elect Director: Lynn B. McKee	48,959,910	--	--	3,335,652	3,307,102	Majority: yes
Proposal Number 2: Advisory (Non-binding) Vote on the Compensation of the Registrant's Named Executive Officers	50,926,912	1,278,436	90,211	--	3,307,105	Majority: yes
Proposal Number 3: Ratification of the Appointment of Independent Registered Public Accounting Firm (KPMG LLP)	53,978,591	1,576,367	47,706	--	--	Majority: yes

Source: WSFS FINANCIAL CORP., Form 8-K, filed with the SEC on 2024-05-17 — read the filing on EDGAR.

How asset managers voted at the WSFS FINANCIAL CORP. 2023-2024 meeting

Each item below shows how the 296 asset managers that disclosed a WSFS FINANCIAL CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of WSFS FINANCIAL CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. An advisory (non-binding) Say-on-Pay Vote relating to the compensation of WSFS Financial Corporation's named executive officers ("NEOs").

DIRECTOR ELECTIONSSECTION 14A SAY-ON-PAY VOTESCOMPENSATIONMajority of the votes cast: yes

Combines 15 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 50,926,912AGAINST: 1,278,436

WSFS FINANCIAL CORP.’s own tally for this item (“Proposal Number 2: Advisory (Non-binding) Vote on the Compensation of the Registrant's Named Executive Officers”): 50,926,912 for, 1,278,436 against, per its Form 8-K filed 2024-05-17 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 60,093,741 outstanding shares: 85% for, 2% against (87% of the company cast a for/against vote).

The 294 asset managers below cast 97% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the company's reported shares outstanding.

FOR 97%

FOR: 97.5%AGAINST: 2.5%ABSTAIN: 0.0%UNKNOWN: 0.0%

Largest asset managers voting on “An advisory (non-binding) Say-on-Pay Vote relating to the compensation of WSFS Financial Corporation's named e” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
BlackRock	8,287,258	0	For
Vanguard	7,419,965	0	For
T. Rowe Price	4,008,038	0	For
Dimensional	3,614,276	0	For
State Street	3,335,487	0	For
FRANKLIN MUTUAL ADVISERS LLC	2,079,847	0	For
FRANKLIN VALUE INVESTORS TRUST	1,833,500	0	For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	1,542,842	0	For
GEODE CAPITAL MANAGEMENT, LLC	1,382,675	0	For
John Hancock	1,340,290	0	For
Fidelity	1,327,120	0	For
Charles Schwab	1,324,045	0	For
Delaware/Macquarie	1,298,748	0	For
American Century	0	1,288,183	Against
AllianceBernstein	1,160,606	0	For
Invesco	1,025,060	0	For
Aberdeen	847,589	0	For
BROWN ADVISORY INC	825,486	0	For
Northern Trust	782,014	10,471	For
JPMorgan	744,676	0	For
COOKE & BIELER LP	731,380	0	For
Advisors' Inner Circle Fund II	525,000	0	For
PALISADE CAPITAL MANAGEMENT, LP	509,084	0	For
FRANKLIN ADVISERS INC	477,304	0	For
Franklin Templeton	477,304	0	For

Showing the 25 largest of 294 asset managers. See all 294 in the interactive database.

2. The ratification of the appointment of KPMG LLP as WSFS Financial Corporation's independent registered public accounting firm for the fiscal year ending December 31, 2024.

DIRECTOR ELECTIONSAUDIT-RELATEDMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 53,978,591AGAINST: 1,576,367

WSFS FINANCIAL CORP.’s own tally for this item (“Proposal Number 3: Ratification of the Appointment of Independent Registered Public Accounting Firm (KPMG LLP)”): 53,978,591 for, 1,576,367 against, per its Form 8-K filed 2024-05-17 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 60,093,741 outstanding shares: 90% for, 3% against (92% of the company cast a for/against vote).

The 96 asset managers below cast 99.2% of the shares they voted on this item FOR (34,737,342 for, 262,821 against).

FOR 99.2%

FOR: 34,737,342 (99.2%)AGAINST: 262,821 (0.8%)ABSTAIN: 5,151 (0.0%)UNKNOWN: 2,406 (0.0%)

Largest asset managers voting on “The ratification of the appointment of KPMG LLP as WSFS Financial Corporation's independent registered public ” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Against	Vote
Vanguard	7,305,531	0	For
BlackRock	6,878,004	0	For
Dimensional	3,291,518	0	For
FRANKLIN VALUE INVESTORS TRUST	1,833,500	0	For
State Street	1,757,954	190	For
T. Rowe Price	1,512,892	0	For
Fidelity	1,325,037	0	For
Delaware/Macquarie	1,298,748	0	For
Charles Schwab	649,529	0	For
John Hancock	642,175	0	For
American Century	641,635	0	For
Advisors' Inner Circle Fund II	525,000	0	For
Franklin Templeton	477,304	0	For
TIAA	469,006	0	For
Brown Advisory Funds	461,568	0	For
Invesco	458,261	0	For
JPMorgan	447,034	0	For
Jackson National	374,637	0	For
OLD WESTBURY FUNDS INC	310,000	0	For
AllianceBernstein	241,503	0	For
Aberdeen	0	234,231	Against
Bridge Builder Trust	233,681	0	For
Equitable	226,066	0	For
Allspring	189,159	0	For
Prudential/PGIM	179,676	0	For

Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.

3. The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Anat Bird

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%

FOR: 50,967,558WITHHELD: 1,328,004

WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Anat Bird”): 50,967,558 for, 1,328,004 withheld, per its Form 8-K filed 2024-05-17 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 60,093,741 outstanding shares: 85% for, 2% withheld (87% of the company cast a for/withheld vote).

The 91 asset managers below cast 100% of the shares they voted on this item FOR (34,983,438 for, 0 against).

FOR 99.9%

FOR: 34,983,438 (100.0%)ABSTAIN: 6,813 (0.0%)UNKNOWN: 2,406 (0.0%)

Largest asset managers voting on “The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Anat B” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	7,305,531	0	For
BlackRock	6,878,004	0	For
Dimensional	3,291,518	0	For
FRANKLIN VALUE INVESTORS TRUST	1,833,500	0	For
State Street	1,757,617	527	For
T. Rowe Price	1,512,892	0	For
Fidelity	1,325,037	0	For
Delaware/Macquarie	1,298,748	0	For
Charles Schwab	649,529	0	For
John Hancock	642,175	0	For
American Century	641,635	0	For
Advisors' Inner Circle Fund II	525,000	0	For
Franklin Templeton	477,304	0	For
TIAA	469,006	0	For
Brown Advisory Funds	461,568	0	For
Invesco	458,261	0	For
JPMorgan	447,034	0	For
Jackson National	374,637	0	For
OLD WESTBURY FUNDS INC	310,000	0	For
AllianceBernstein	241,503	0	For
Aberdeen	234,231	0	For
Bridge Builder Trust	233,681	0	For
Equitable	226,066	0	For
Allspring	189,159	0	For
Prudential/PGIM	179,676	0	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

4. The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Jennifer W. Davis

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%14%

FOR: 44,991,181WITHHELD: 7,304,381

WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Jennifer W. Davis”): 44,991,181 for, 7,304,381 withheld, per its Form 8-K filed 2024-05-17 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 60,093,741 outstanding shares: 75% for, 12% withheld (87% of the company cast a for/withheld vote).

The 91 asset managers below cast 100% of the shares they voted on this item FOR (30,284,144 for, 0 against).

FOR 87%13%

FOR: 30,284,144 (86.5%)ABSTAIN: 4,706,107 (13.4%)UNKNOWN: 2,406 (0.0%)

Largest asset managers voting on “The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Jennif” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	7,305,531	0	For
BlackRock	6,878,004	0	For
Dimensional	3,291,518	0	For
FRANKLIN VALUE INVESTORS TRUST	0	1,833,500	Abstain
State Street	1,757,403	741	For
T. Rowe Price	121,664	1,391,228	Abstain
Fidelity	1,325,037	0	For
Delaware/Macquarie	1,298,748	0	For
Charles Schwab	649,529	0	For
John Hancock	619,566	22,609	For
American Century	641,635	0	For
Advisors' Inner Circle Fund II	525,000	0	For
Franklin Templeton	0	477,304	Abstain
TIAA	469,006	0	For
Brown Advisory Funds	461,568	0	For
Invesco	0	458,261	Abstain
JPMorgan	447,034	0	For
Jackson National	374,637	0	For
OLD WESTBURY FUNDS INC	310,000	0	For
AllianceBernstein	241,503	0	For
Aberdeen	234,231	0	For
Bridge Builder Trust	233,681	0	For
Equitable	165,455	60,611	For
Allspring	189,159	0	For
Prudential/PGIM	179,676	0	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

5. The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Lynn B. McKee

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%

FOR: 48,959,910WITHHELD: 3,335,652

WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Lynn B. McKee”): 48,959,910 for, 3,335,652 withheld, per its Form 8-K filed 2024-05-17 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 60,093,741 outstanding shares: 81% for, 6% withheld (87% of the company cast a for/withheld vote).

The 91 asset managers below cast 100% of the shares they voted on this item FOR (33,313,054 for, 0 against).

FOR 95%

FOR: 33,313,054 (95.2%)ABSTAIN: 1,677,197 (4.8%)UNKNOWN: 2,406 (0.0%)

Largest asset managers voting on “The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Lynn B” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	7,305,531	0	For
BlackRock	6,878,004	0	For
Dimensional	3,291,518	0	For
FRANKLIN VALUE INVESTORS TRUST	1,833,500	0	For
State Street	1,757,593	551	For
T. Rowe Price	121,664	1,391,228	Abstain
Fidelity	1,325,037	0	For
Delaware/Macquarie	1,298,748	0	For
Charles Schwab	649,529	0	For
John Hancock	619,566	22,609	For
American Century	641,635	0	For
Advisors' Inner Circle Fund II	525,000	0	For
Franklin Templeton	477,304	0	For
TIAA	469,006	0	For
Brown Advisory Funds	461,568	0	For
Invesco	458,261	0	For
JPMorgan	447,034	0	For
Jackson National	374,637	0	For
OLD WESTBURY FUNDS INC	310,000	0	For
AllianceBernstein	241,503	0	For
Aberdeen	234,231	0	For
Bridge Builder Trust	233,681	0	For
Equitable	226,066	0	For
Allspring	189,159	0	For
Prudential/PGIM	179,676	0	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

6. The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Michael J. Donahue

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 51,588,383WITHHELD: 707,179

WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Michael J. Donahue”): 51,588,383 for, 707,179 withheld, per its Form 8-K filed 2024-05-17 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 60,093,741 outstanding shares: 86% for, 1% withheld (87% of the company cast a for/withheld vote).

The 91 asset managers below cast 100% of the shares they voted on this item FOR (34,984,763 for, 0 against).

FOR 99.9%

FOR: 34,984,763 (100.0%)ABSTAIN: 5,488 (0.0%)UNKNOWN: 2,406 (0.0%)

Largest asset managers voting on “The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Michae” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	7,305,531	0	For
BlackRock	6,878,004	0	For
Dimensional	3,291,518	0	For
FRANKLIN VALUE INVESTORS TRUST	1,833,500	0	For
State Street	1,757,807	337	For
T. Rowe Price	1,512,892	0	For
Fidelity	1,325,037	0	For
Delaware/Macquarie	1,298,748	0	For
Charles Schwab	649,529	0	For
John Hancock	642,175	0	For
American Century	641,635	0	For
Advisors' Inner Circle Fund II	525,000	0	For
Franklin Templeton	477,304	0	For
TIAA	469,006	0	For
Brown Advisory Funds	461,568	0	For
Invesco	458,261	0	For
JPMorgan	447,034	0	For
Jackson National	374,637	0	For
OLD WESTBURY FUNDS INC	310,000	0	For
AllianceBernstein	241,503	0	For
Aberdeen	234,231	0	For
Bridge Builder Trust	233,681	0	For
Equitable	226,066	0	For
Allspring	189,159	0	For
Prudential/PGIM	179,676	0	For

Showing the 25 largest of 91 asset managers. See all 91 in the interactive database.

7. DIRECTOR

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 5 asset managers below cast 100% of the shares they voted on this item FOR (10,988 for, 0 against).

FOR: 10,988 (100.0%)

Largest asset managers voting on “DIRECTOR” at WSFS FINANCIAL CORP., 2023-2024
Asset manager	For	Vote
TIMOTHY PLAN	4,929	For
Jackson Creek Investment Advisors LLC	4,608	For
apricus wealth, LLC	1,256	For
Boltwood Capital Management	127	For
SYNTAX ETF TRUST	68	For

Largest WSFS FINANCIAL CORP. shareholders voting in 2023-2024

Ranked by the number of WSFS FINANCIAL CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 60,093,741 shares outstanding at the time of that meeting.

Top WSFS FINANCIAL CORP. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	BlackRock	13.79%
2	Vanguard	12.35%
3	T. Rowe Price	6.67%
4	Dimensional	6.01%
5	State Street	5.55%
6	FRANKLIN MUTUAL ADVISERS LLC	3.46%
7	FRANKLIN VALUE INVESTORS TRUST	3.05%
8	MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	2.57%
9	GEODE CAPITAL MANAGEMENT, LLC	2.30%
10	John Hancock	2.23%

Reported WSFS FINANCIAL CORP. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

WSFS FINANCIAL CORP. beneficial owners on record for the 2023-2024 proxy season
Holder	% outstanding	Disclosure
BlackRock	13.21%	13F
Vanguard Group	10.21%	13F
Dimensional Fund Advisors	6.31%	13F
State Street	4.88%	13F
Franklin Templeton	4.69%	13F
JPMorgan Chase	2.57%	13F
Geode Capital	2.31%	13F
Northern Trust	1.37%	13F
Invesco	1.23%	13F
Charles Schwab	1.13%	13F

Percentages above are of 60,093,741 shares outstanding, as reported by WSFS FINANCIAL CORP. on its Form 10-Q dated 2024-05-02 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from WSFS FINANCIAL CORP.’s 10-Q dated 2024-05-02. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At WSFS FINANCIAL CORP.'s shareholder meeting held 2024-05-16, in the 2023-2024 proxy season, 296 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,301 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — An advisory (non-binding) Say-on-Pay Vote relating to the compensation of WSFS Financial… — FOR was 98% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: WSFS FINANCIAL CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-17.

WSFS FINANCIAL CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.