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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 May 17, 2024 (Item 5.07 on EDGAR). Page generated October 18, 2026.

6Ballot items
296Asset managers
2,303Fund votes
May 16, 2024Meeting date

Results at a glance

Meeting of May 16, 2024: 6 items on WSFS FINANCIAL CORP.’s Form 8-K, filed May 17, 2024: 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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 May 17, 2024 (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 May 16, 2024
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Anat Bird	50,967,558	--	--	1,328,004	3,307,102	97%	Not verified	—
Elect Director: Jennifer W. Davis	44,991,181	--	--	7,304,381	3,307,102	86%	Not verified	—
Elect Director: Michael J. Donahue	51,588,383	--	--	707,179	3,307,102	99%	Not verified	—
Elect Director: Lynn B. McKee	48,959,910	--	--	3,335,652	3,307,102	94%	Not verified	—
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	98%	Not verified	—
3. Ratification of the Appointment of Independent Registered Public Accounting Firm (KPMG LLP)	53,978,591	1,576,367	47,706	--	--	97%	Not verified	—

Source: WSFS FINANCIAL CORP., Form 8-K, filed with the SEC on May 17, 2024 — 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.

1. Elect Director: Anat Bird

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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

Details: description as filed, official tally, votes by 91 asset managers

Description as filed by funds: The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Anat Bird

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 May 17, 2024 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 91 asset managers below reported 35,226,996 for, 6,813 withheld, 2,406 unknown.

FOR

FOR: 35,226,996WITHHOLD: 6,813UNKNOWN: 2,406

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	Withheld	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
Invesco	701,819	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
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.

2. Elect Director: Jennifer W. Davis

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

86% Majority: yes · of votes cast

FOR 86%

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

Details: description as filed, official tally, votes by 91 asset managers

Description as filed by funds: The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Jennifer W. Davis

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 May 17, 2024 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 86% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 91 asset managers below reported 30,284,144 for, 4,905,546 withheld, 44,119 abstained, 2,406 unknown.

FOR

FOR: 30,284,144ABSTAIN: 44,119WITHHOLD: 4,905,546UNKNOWN: 2,406

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	Withheld	Vote
Vanguard	7,305,531	0	0	For
BlackRock	6,878,004	0	0	For
Dimensional	3,291,518	0	0	For
FRANKLIN VALUE INVESTORS TRUST	0	0	1,833,500	Withhold
State Street	1,757,403	0	741	For
T. Rowe Price	121,664	0	1,391,228	Mixed
Fidelity	1,325,037	0	0	For
Delaware/Macquarie	1,298,748	0	0	For
Invesco	0	0	701,819	Withhold
Charles Schwab	649,529	0	0	For
John Hancock	619,566	22,609	0	For
American Century	641,635	0	0	For
Advisors' Inner Circle Fund II	525,000	0	0	For
Franklin Templeton	0	0	477,304	Withhold
TIAA	469,006	0	0	For
Brown Advisory Funds	461,568	0	0	For
JPMorgan	447,034	0	0	For
Jackson National	374,637	0	0	For
OLD WESTBURY FUNDS INC	310,000	0	0	For
AllianceBernstein	241,503	0	0	For
Aberdeen	234,231	0	0	For
Bridge Builder Trust	233,681	0	0	For
Equitable	165,455	0	60,611	Mixed
Allspring	189,159	0	0	For
Prudential/PGIM	179,676	0	0	For

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

3. Elect Director: Lynn B. McKee

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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

Details: description as filed, official tally, votes by 91 asset managers

Description as filed by funds: The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Lynn B. McKee

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 May 17, 2024 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 91 asset managers below reported 33,556,612 for, 1,653,217 withheld, 23,980 abstained, 2,406 unknown.

FOR

FOR: 33,556,612ABSTAIN: 23,980WITHHOLD: 1,653,217UNKNOWN: 2,406

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	Withheld	Vote
Vanguard	7,305,531	0	0	For
BlackRock	6,878,004	0	0	For
Dimensional	3,291,518	0	0	For
FRANKLIN VALUE INVESTORS TRUST	1,833,500	0	0	For
State Street	1,757,593	0	551	For
T. Rowe Price	121,664	0	1,391,228	Mixed
Fidelity	1,325,037	0	0	For
Delaware/Macquarie	1,298,748	0	0	For
Invesco	701,819	0	0	For
Charles Schwab	649,529	0	0	For
John Hancock	619,566	22,609	0	For
American Century	641,635	0	0	For
Advisors' Inner Circle Fund II	525,000	0	0	For
Franklin Templeton	477,304	0	0	For
TIAA	469,006	0	0	For
Brown Advisory Funds	461,568	0	0	For
JPMorgan	447,034	0	0	For
Jackson National	374,637	0	0	For
OLD WESTBURY FUNDS INC	310,000	0	0	For
AllianceBernstein	241,503	0	0	For
Aberdeen	234,231	0	0	For
Bridge Builder Trust	233,681	0	0	For
Equitable	226,066	0	0	For
Allspring	189,159	0	0	For
Prudential/PGIM	179,676	0	0	For

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

4. Elect Director: Michael J. Donahue

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

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

Details: description as filed, official tally, votes by 91 asset managers

Description as filed by funds: The election of four directors for a three-year term ending at the 2027 Annual Meeting of Stockholders: Michael J. Donahue

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 May 17, 2024 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 91 asset managers below reported 35,228,321 for, 5,488 withheld, 2,406 unknown.

FOR

FOR: 35,228,321WITHHOLD: 5,488UNKNOWN: 2,406

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	Withheld	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
Invesco	701,819	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
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.

5. 2. Advisory (Non-binding) Vote on the Compensation of the Registrant's Named Executive Officers

Outcome not verified Fund totals may overlapDIRECTOR ELECTIONSSECTION 14A SAY-ON-PAY VOTESCOMPENSATIONReported outcome: Not verified

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

Details: description as filed, official tally, votes by 295 asset managers

Description as filed by funds: An advisory (non-binding) Say-on-Pay Vote relating to the compensation of WSFS Financial Corporation's named executive officers ("NEOs").

WSFS FINANCIAL CORP.’s own tally for this item (“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 May 17, 2024 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 93 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
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	1,758,144	0	For
T. Rowe Price	1,512,892	0	For
Fidelity	1,325,037	0	For
Delaware/Macquarie	1,298,748	0	For
Invesco	701,819	0	For
Charles Schwab	649,529	0	For
John Hancock	642,175	0	For
American Century	0	641,635	Against
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
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

Fund voting reports, all 93 managers: 34,594,167 for, 647,019 against, 5,151 abstained, 2,406 unknown. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 226 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
T. Rowe Price	2,495,146	0	For
FRANKLIN MUTUAL ADVISERS LLC	2,079,847	0	For
State Street	1,596,523	0	For
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	1,542,842	0	For
BlackRock	1,409,254	0	For
GEODE CAPITAL MANAGEMENT, LLC	1,382,675	0	For
AllianceBernstein	919,103	0	For
BROWN ADVISORY INC	825,486	0	For
COOKE & BIELER LP	731,380	0	For
John Hancock	698,115	0	For
Charles Schwab	674,516	0	For
American Century	0	646,548	Against
Northern Trust	607,467	10,471	For
Aberdeen	613,358	0	For
Invesco	566,799	0	For
PALISADE CAPITAL MANAGEMENT, LP	509,084	0	For
FRANKLIN ADVISERS INC	477,304	0	For
Nuveen	470,688	0	For
PZENA INVESTMENT MANAGEMENT LLC	458,976	0	For
MELLON INVESTMENTS Corp	358,624	0	For
Champlain Investment Partners, LLC	349,523	0	For
PRINCIPAL GLOBAL INVESTORS	341,267	0	For
Dimensional	322,758	0	For
JENNISON ASSOCIATES LLC	313,243	0	For
BESSEMER INVESTMENT MANAGEMENT LLC	310,000	0	For

Institutional-manager reports, all 226 managers: 25,280,454 for, 898,522 against, 59 abstained. Showing the 25 largest; see all in the interactive database.

6. 3. Ratification of the Appointment of Independent Registered Public Accounting Firm (KPMG LLP)

Outcome not verifiedDIRECTOR ELECTIONSAUDIT-RELATEDReported outcome: Not verified

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

Details: description as filed, official tally, votes by 96 asset managers

Description as filed by funds: 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.

WSFS FINANCIAL CORP.’s own tally for this item (“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 May 17, 2024 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 97% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 96 asset managers below reported 34,980,900 for, 262,821 against, 5,151 abstained, 2,406 unknown.

FOR

FOR: 34,980,900AGAINST: 262,821ABSTAIN: 5,151UNKNOWN: 2,406

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
Invesco	701,819	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
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.

Largest WSFS FINANCIAL CORP. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 60,093,741 shares outstanding at the time of that meeting.

Fund voting reports: top WSFS FINANCIAL CORP. shareholders by shares voted on “An advisory (non-binding) Say-on-Pay Vote relating to the compensation of WSFS Financial…”, 2023-2024
#	Asset manager	% of shares outstanding
1	Vanguard	12.16%
2	BlackRock	11.45%
3	Dimensional	5.48%
4	FRANKLIN VALUE INVESTORS TRUST	3.05%
5	State Street	2.93%
6	T. Rowe Price	2.52%
7	Fidelity	2.20%
8	Delaware/Macquarie	2.16%
9	Invesco	1.17%
10	Charles Schwab	1.08%

Institutional-manager reports: top WSFS FINANCIAL CORP. shareholders by shares voted on “An advisory (non-binding) Say-on-Pay Vote relating to the compensation of WSFS Financial…”, 2023-2024
#	Asset manager	% of shares outstanding
1	T. Rowe Price	4.15%
2	FRANKLIN MUTUAL ADVISERS LLC	3.46%
3	State Street	2.66%
4	MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST	2.57%
5	BlackRock	2.35%
6	GEODE CAPITAL MANAGEMENT, LLC	2.30%
7	AllianceBernstein	1.53%
8	BROWN ADVISORY INC	1.37%
9	COOKE & BIELER LP	1.22%
10	John Hancock	1.16%

Reported WSFS FINANCIAL CORP. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

WSFS FINANCIAL CORP. holdings and ownership disclosed 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 May 2, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 May 2, 2024. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At WSFS FINANCIAL CORP.'s shareholder meeting held May 16, 2024, in the 2023-2024 proxy season, 296 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 2,303 separate fund positions. 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 May 17, 2024.

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

Download data (CSV): ballot items · votes by manager · column guide.