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Compiled from SEC Form N-PX filings and WSFS FINANCIAL CORP.’s Form 8-K, filed 2025-05-20 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore WSFS FINANCIAL CORP. in the interactive database Compare manager voting policies
These tallies are WSFS FINANCIAL CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-20 (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.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Rodger Levenson | 48,898,342 | -- | -- | 2,243,727 | 3,013,005 | Majority: yes |
| Elect Director: Francis B. Brake | 43,860,051 | -- | -- | 7,282,018 | 3,013,005 | Majority: yes |
| Elect Director: Karen Dougherty Buchholz | 47,663,542 | -- | -- | 3,478,527 | 3,013,005 | Majority: yes |
| Elect Director: Christopher T. Gheysens | 50,495,083 | -- | -- | 646,986 | 3,013,005 | Majority: yes |
| Proposal Number 2: Advisory (Non-binding) Vote on the Compensation of the Registrant's Named Executive Officers | 50,307,809 | 796,175 | 38,083 | -- | 3,013,007 | Majority: yes |
| Proposal Number 3: Ratification of the Appointment of Independent Registered Public Accounting Firm (KPMG LLP) | 52,599,937 | 1,541,315 | 13,822 | -- | -- | Majority: yes |
Source: WSFS FINANCIAL CORP., Form 8-K, filed with the SEC on 2025-05-20 — read the filing on EDGAR.
Each item below shows how the 317 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.
Meeting held 2025-05-15.
Combines 13 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
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”): 50,307,809 for, 796,175 against, per its Form 8-K filed 2025-05-20 (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 56,776,994 outstanding shares: 89% for, 1% against (90% of the company cast a for/against vote).
The 313 asset managers below cast 99.3% 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.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 7,739,328 | 0 | 0 | 0 | For |
| Vanguard | 6,965,056 | 1 | 0 | 0 | For |
| State Street | 4,365,830 | 0 | 0 | 0 | For |
| Dimensional | 3,705,137 | 0 | 0 | 0 | For |
| T. Rowe Price | 3,668,867 | 0 | 0 | 0 | For |
| FRANKLIN MUTUAL ADVISERS LLC | 1,949,294 | 0 | 0 | 0 | For |
| MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | 1,760,227 | 0 | 0 | 0 | For |
| American Century | 1,678,498 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 1,611,695 | 0 | 0 | 0 | For |
| JPMorgan | 1,486,489 | 0 | 0 | 0 | For |
| Charles Schwab | 1,434,898 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 1,428,743 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,413,109 | 0 | 0 | 0 | For |
| Invesco | 1,372,496 | 0 | 0 | 0 | For |
| Fidelity | 1,289,893 | 0 | 0 | 0 | For |
| John Hancock | 1,157,647 | 0 | 0 | 0 | For |
| AllianceBernstein | 868,194 | 0 | 0 | 0 | For |
| BROWN ADVISORY INC | 803,090 | 0 | 0 | 0 | For |
| Northern Trust | 742,113 | 0 | 0 | 0 | For |
| COOKE & BIELER LP | 728,392 | 0 | 0 | 0 | For |
| BESSEMER INVESTMENT MANAGEMENT LLC | 720,000 | 0 | 0 | 0 | For |
| Bessemer Trust Co of California, N.A. | 720,000 | 0 | 0 | 0 | For |
| Aberdeen | 713,039 | 0 | 0 | 0 | For |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 494,503 | 0 | 0 | 0 | For |
| PALISADE CAPITAL MANAGEMENT, LP | 483,816 | 0 | 0 | 0 | For |
Showing the 25 largest of 313 asset managers. See all 313 in the interactive database.
Meeting held 2025-05-15.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
WSFS FINANCIAL CORP.’s own tally for this item (“Proposal Number 3: Ratification of the Appointment of Independent Registered Public Accounting Firm (KPMG LLP)”): 52,599,937 for, 1,541,315 against, per its Form 8-K filed 2025-05-20 (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 56,776,994 outstanding shares: 93% for, 3% against (95% of the company cast a for/against vote).
The 96 asset managers below cast 99.1% of the shares they voted on this item FOR (32,596,926 for, 269,988 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,794,982 | 2,528 | 0 | 0 | For |
| BlackRock | 6,416,673 | 0 | 0 | 0 | For |
| Dimensional | 3,347,690 | 0 | 0 | 0 | For |
| State Street | 1,609,705 | 22,136 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 1,611,695 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,413,109 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,330,737 | 0 | 0 | 0 | For |
| Fidelity | 1,286,725 | 0 | 0 | 0 | For |
| American Century | 824,690 | 0 | 0 | 0 | For |
| Charles Schwab | 684,453 | 0 | 0 | 0 | For |
| Invesco | 628,746 | 0 | 0 | 0 | For |
| John Hancock | 560,444 | 0 | 0 | 0 | For |
| Franklin Templeton | 448,689 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 433,054 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 425,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 360,000 | 0 | 0 | 0 | For |
| Jackson National | 302,986 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 255,391 | 0 | 0 | 0 | For |
| TIAA | 229,913 | 0 | 0 | 0 | For |
| Aberdeen | 0 | 224,071 | 0 | 0 | Against |
| Equitable | 223,847 | 0 | 0 | 0 | For |
| AllianceBernstein | 221,633 | 0 | 0 | 0 | For |
| Allspring | 169,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 165,634 | 0 | 0 | 0 | For |
| JPMorgan | 140,242 | 20,481 | 0 | 0 | For |
Showing the 25 largest of 96 asset managers. See all 96 in the interactive database.
Meeting held 2025-05-15.
Combines 7 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Christopher T. Gheysens”): 50,495,083 for, 646,986 withheld, per its Form 8-K filed 2025-05-20 (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 56,776,994 outstanding shares: 89% for, 1% withheld (90% of the company cast a for/withheld vote).
The 94 asset managers below cast 100% of the shares they voted on this item FOR (32,791,632 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,797,509 | 0 | 1 | 0 | For |
| BlackRock | 6,416,673 | 0 | 0 | 0 | For |
| Dimensional | 3,347,690 | 0 | 0 | 0 | For |
| State Street | 1,631,841 | 0 | 0 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 1,611,695 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,413,109 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,310,309 | 0 | 20,428 | 0 | For |
| Fidelity | 1,286,725 | 0 | 0 | 0 | For |
| American Century | 824,690 | 0 | 0 | 0 | For |
| Charles Schwab | 684,453 | 0 | 0 | 0 | For |
| Invesco | 628,746 | 0 | 0 | 0 | For |
| John Hancock | 560,444 | 0 | 0 | 0 | For |
| Franklin Templeton | 448,689 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 433,054 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 425,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 360,000 | 0 | 0 | 0 | For |
| Jackson National | 302,986 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 255,391 | 0 | 0 | 0 | For |
| TIAA | 229,913 | 0 | 0 | 0 | For |
| Aberdeen | 224,071 | 0 | 0 | 0 | For |
| Equitable | 223,847 | 0 | 0 | 0 | For |
| AllianceBernstein | 221,633 | 0 | 0 | 0 | For |
| Allspring | 169,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 165,634 | 0 | 0 | 0 | For |
| JPMorgan | 160,723 | 0 | 0 | 0 | For |
Showing the 25 largest of 94 asset managers. See all 94 in the interactive database.
Meeting held 2025-05-15.
Combines 7 wordings of this item as funds reported it.
86% Majority: yes · of votes cast
WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Francis B. Brake”): 43,860,051 for, 7,282,018 withheld, per its Form 8-K filed 2025-05-20 (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 56,776,994 outstanding shares: 77% for, 13% withheld (90% of the company cast a for/withheld vote).
The 94 asset managers below cast 100% of the shares they voted on this item FOR (28,407,927 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,797,497 | 0 | 13 | 0 | For |
| BlackRock | 6,416,673 | 0 | 0 | 0 | For |
| Dimensional | 3,347,690 | 0 | 0 | 0 | For |
| State Street | 1,609,705 | 0 | 22,136 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 0 | 0 | 1,611,695 | 0 | Abstain |
| Delaware/Macquarie | 1,413,109 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 1,330,737 | 0 | Abstain |
| Fidelity | 1,286,725 | 0 | 0 | 0 | For |
| American Century | 824,690 | 0 | 0 | 0 | For |
| Charles Schwab | 684,453 | 0 | 0 | 0 | For |
| Invesco | 0 | 0 | 628,746 | 0 | Abstain |
| John Hancock | 540,882 | 0 | 19,562 | 0 | For |
| Franklin Templeton | 0 | 0 | 448,689 | 0 | Abstain |
| Brown Advisory Funds | 433,054 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 425,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 360,000 | 0 | 0 | 0 | For |
| Jackson National | 302,986 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 255,391 | 0 | 0 | 0 | For |
| TIAA | 229,913 | 0 | 0 | 0 | For |
| Aberdeen | 224,071 | 0 | 0 | 0 | For |
| Equitable | 167,175 | 0 | 56,672 | 0 | For |
| AllianceBernstein | 221,633 | 0 | 0 | 0 | For |
| Allspring | 169,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 165,634 | 0 | 0 | 0 | For |
| JPMorgan | 140,242 | 0 | 20,481 | 0 | For |
Showing the 25 largest of 94 asset managers. See all 94 in the interactive database.
Meeting held 2025-05-15.
Combines 7 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Karen Dougherty Buchholz”): 47,663,542 for, 3,478,527 withheld, per its Form 8-K filed 2025-05-20 (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 56,776,994 outstanding shares: 84% for, 6% withheld (90% of the company cast a for/withheld vote).
The 94 asset managers below cast 100% of the shares they voted on this item FOR (31,317,218 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,797,503 | 0 | 7 | 0 | For |
| BlackRock | 6,416,673 | 0 | 0 | 0 | For |
| Dimensional | 3,347,690 | 0 | 0 | 0 | For |
| State Street | 1,609,746 | 0 | 22,095 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 1,611,695 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,413,109 | 0 | 0 | 0 | For |
| T. Rowe Price | 0 | 0 | 1,330,737 | 0 | Abstain |
| Fidelity | 1,286,725 | 0 | 0 | 0 | For |
| American Century | 824,690 | 0 | 0 | 0 | For |
| Charles Schwab | 684,453 | 0 | 0 | 0 | For |
| Invesco | 628,746 | 0 | 0 | 0 | For |
| John Hancock | 540,882 | 0 | 19,562 | 0 | For |
| Franklin Templeton | 448,689 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 433,054 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 425,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 360,000 | 0 | 0 | 0 | For |
| Jackson National | 302,986 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 255,391 | 0 | 0 | 0 | For |
| TIAA | 229,913 | 0 | 0 | 0 | For |
| Aberdeen | 224,071 | 0 | 0 | 0 | For |
| Equitable | 223,847 | 0 | 0 | 0 | For |
| AllianceBernstein | 221,633 | 0 | 0 | 0 | For |
| Allspring | 169,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 165,634 | 0 | 0 | 0 | For |
| JPMorgan | 140,242 | 0 | 20,481 | 0 | For |
Showing the 25 largest of 94 asset managers. See all 94 in the interactive database.
Meeting held 2025-05-15.
Combines 7 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
WSFS FINANCIAL CORP.’s own tally for this item (“Elect Director: Rodger Levenson”): 48,898,342 for, 2,243,727 withheld, per its Form 8-K filed 2025-05-20 (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 56,776,994 outstanding shares: 86% for, 4% withheld (90% of the company cast a for/withheld vote).
The 94 asset managers below cast 100% of the shares they voted on this item FOR (32,799,311 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 6,797,506 | 0 | 4 | 0 | For |
| BlackRock | 6,416,673 | 0 | 0 | 0 | For |
| Dimensional | 3,347,690 | 0 | 0 | 0 | For |
| State Street | 1,631,800 | 0 | 41 | 0 | For |
| FRANKLIN VALUE INVESTORS TRUST | 1,611,695 | 0 | 0 | 0 | For |
| Delaware/Macquarie | 1,413,109 | 0 | 0 | 0 | For |
| T. Rowe Price | 1,330,737 | 0 | 0 | 0 | For |
| Fidelity | 1,286,725 | 0 | 0 | 0 | For |
| American Century | 824,690 | 0 | 0 | 0 | For |
| Charles Schwab | 684,453 | 0 | 0 | 0 | For |
| Invesco | 628,746 | 0 | 0 | 0 | For |
| John Hancock | 560,444 | 0 | 0 | 0 | For |
| Franklin Templeton | 448,689 | 0 | 0 | 0 | For |
| Brown Advisory Funds | 433,054 | 0 | 0 | 0 | For |
| Advisors' Inner Circle Fund II | 425,000 | 0 | 0 | 0 | For |
| OLD WESTBURY FUNDS INC | 360,000 | 0 | 0 | 0 | For |
| Jackson National | 302,986 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 255,391 | 0 | 0 | 0 | For |
| TIAA | 229,913 | 0 | 0 | 0 | For |
| Aberdeen | 224,071 | 0 | 0 | 0 | For |
| Equitable | 223,847 | 0 | 0 | 0 | For |
| AllianceBernstein | 221,633 | 0 | 0 | 0 | For |
| Allspring | 169,960 | 0 | 0 | 0 | For |
| Lincoln Financial | 165,634 | 0 | 0 | 0 | For |
| JPMorgan | 160,723 | 0 | 0 | 0 | For |
Showing the 25 largest of 94 asset managers. See all 94 in the interactive database.
Meeting held 2025-05-15.
100% fund support · no official result
The 2 asset managers below cast 100% of the shares they voted on this item FOR (1,260 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1,154 | 0 | 0 | 0 | For |
| Tidal Trust III | 106 | 0 | 0 | 0 | For |
Meeting held 2024-05-16 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
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 56,776,994 outstanding shares: 90% for, 2% against (92% of the company cast a for/against vote).
The 2 asset managers below cast 100% of the shares they voted on this item FOR (28 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 28 | 0 | 0 | 0 | For |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of WSFS FINANCIAL CORP. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 56,776,994 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 13.63% |
| 2 | Vanguard | 12.27% |
| 3 | State Street | 7.69% |
| 4 | Dimensional | 6.53% |
| 5 | T. Rowe Price | 6.46% |
| 6 | FRANKLIN MUTUAL ADVISERS LLC | 3.43% |
| 7 | MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST | 3.10% |
| 8 | American Century | 2.96% |
| 9 | FRANKLIN VALUE INVESTORS TRUST | 2.84% |
| 10 | JPMorgan | 2.62% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 15.05% | 13F |
| Vanguard Group | 11.68% | 13F |
| Dimensional Fund Advisors | 6.67% | 13F |
| Vanguard Portfolio Management | 5.79% | 13G |
| State Street | 5.47% | 13F |
| Franklin Templeton | 4.55% | 13F |
| JPMorgan Chase | 2.79% | 13F |
| Invesco | 1.71% | 13F |
| Northern Trust | 1.37% | 13F |
| Charles Schwab | 1.32% | 13F |
Percentages above are of 56,776,994 shares outstanding, as reported by WSFS FINANCIAL CORP. on its Form 10-Q dated 2025-04-30 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
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 2025-04-30. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At WSFS FINANCIAL CORP.'s shareholder meeting held 2025-05-15, in the 2024-2025 proxy season, 317 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,337 separate fund positions. Their filings are grouped here into 8 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 2025-05-20.
WSFS FINANCIAL CORP. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.