WSFS Financial Corporation

WSFS.US
Financial Services · Banks - Regional
81.80
+1.19 (+1.48%)
USD · NASDAQ

Company Information

Company Name
WSFS Financial Corporation
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: US9293281021
CIK: 0000828944
CUSIP: 929328102
Currency: USD
Full Time Employees: 2,391
Phone: 302 792 6000
Fiscal Year End: December
IPO Date: Mar 26, 1990
Description:

WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through WSFS Bank, Cash Connect, and Wealth and Trust segments. The company offers deposit products, including noninterest-bearing demand deposits, money market, and interest-bearing demand deposits, as well as certificates of deposit and jumbo certificates of deposit. It also provides loans, such as commercial and industrial loans, commercial mortgage loans, and construction and land development loans, as well as residential and consumer loans comprising residential mortgage, equity secured lines and loans, installment loans, unsecured lines of credit, originated education loans, and previously acquired education loans. In addition, the company offers ATM vault cash, smart safe and cash logistics services, planning and advisory services, investment management, and personal and institutional trust services. WSFS Financial Corporation was founded in 1832 and is headquartered in Wilmington, Delaware.

Address:

500 Delaware Avenue, Wilmington, DE, United States, 19801

People

Directors & Officers

Name Title Year Born
Mr. Rodger Levenson Chairman, President & CEO 1961
Mr. David Burg Executive VP & CFO 1974
Mr. Arthur J. Bacci Executive VP & COO 1962
Ms. Lisa M. Brubaker Executive VP & Chief Human Resources Officer 1964
Ms. Shari A. Kruzinski Executive VP & Chief Consumer Banking Officer 1970
Mr. Charles K. Mosher CPA Senior VP & Chief Accounting Officer NA
Ms. Shilpa Kumar Senior VP & Head of Corporate Finance NA
Mr. Allan Matyger Executive VP & Chief Information Officer 1979
Ms. Lisa Washington Senior VP, Secretary & Chief Legal Officer 1968
Ms. Lynn Hobson Senior VP & Chief Marketing Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Feb 09, 2026 Arthur J Bacci N/A Sale 2.01K $70.51 $141.37K
Feb 05, 2026 James J Wechsler N/A Sale 450.00 $69.89 $31.45K
Feb 05, 2026 Shari Kruzinski N/A Sale 1.00K $70.10 $70.10K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 7.65M Mar 31, 2026 14.89% $0.01 -2.97%
Vanguard Group Inc 5.96M Dec 31, 2025 11.59% $0.00 -2.89%
Dimensional Fund Advisors, Inc. 3.56M Mar 31, 2026 6.93% $0.05 -0.89%
Vanguard Portfolio Management, LLC 3.26M Mar 31, 2026 6.34% $0.01 0.00%
State Street Corp 2.90M Mar 31, 2026 5.65% $0.01 0.33%
Franklin Resources Inc 2.58M Mar 31, 2026 5.01% $0.04 4.44%
Vanguard Capital Management, LLC 2.37M Mar 31, 2026 4.61% $0.00 0.00%
Delaware Management Holdings Inc 1.54M Mar 31, 2026 3.00% $0.17 -6.71%
Geode Capital Management, LLC 1.36M Mar 31, 2026 2.65% $0.01 -0.13%
JPMorgan Chase & Co 1.10M Mar 31, 2026 2.13% $0.00 -10.92%
Amvescap Plc. 944.87K Mar 31, 2026 1.84% $0.01 -11.41%
T. Rowe Price Investment Management,Inc. 908.56K Mar 31, 2026 1.77% $0.04 -30.30%
Pzena Investment Management, LLC 878.59K Mar 31, 2026 1.71% $0.19 0.20%
Cooke & Bieler LP 789.30K Mar 31, 2026 1.54% $0.58 -25.25%
Brown Advisory Holdings Inc 744.89K Mar 31, 2026 1.45% $0.08 -5.54%
Bank of America Corp 737.59K Mar 31, 2026 1.44% $0.00 11.37%
NORGES BANK 709.50K Dec 31, 2025 1.38% $0.00 5.87%
Vaughan Nelson Scarbrgh & Mccullough LP 705.08K Jun 30, 2026 1.37% $0.48 34.51%
Charles Schwab Investment Management Inc 699.18K Mar 31, 2026 1.36% $0.01 0.38%
American Century Companies Inc 691.36K Mar 31, 2026 1.35% $0.02 1.88%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 3.13M 6.09% ▲ 0.00% Jun 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.57M 3.06% ▼ 6.96% Jun 30, 2026
3 Franklin US Small Cap Value Equity 1.34M 2.61% ▼ 11.37% Jun 30, 2026
4 Franklin Small Cap Value A 1.34M 2.61% ▲ 0.00% Jun 30, 2026
5 iShares Russell 2000 ETF 1.26M 2.46% ▲ 0.00% Jun 30, 2026
6 Vanguard Small Cap Index 1.13M 2.20% ▼ 7.90% Jun 30, 2026
7 Nomura Small Cap Core I 947.40K 1.84% ▼ 3.31% May 31, 2026
8 Vanguard Small Cap Value Index Inv 719.54K 1.40% ▼ 9.13% Jun 30, 2026
9 DFA US Small Cap Value I 711.92K 1.39% ▲ 0.00% May 31, 2026
10 Nomura US Small Cap Core Equity 680.67K 1.32% ▼ 32.18% Jun 30, 2026

Financial Highlights

Market Cap: $4.14B
P/E Ratio: $13.39
PEG Ratio: $0.98
Book Value: $52.24
Dividend/Share: $0.71
Dividend Yield: 0.89%
Earnings/Share: $6.02
Profit Margin: 29.72%
Operating Margin: 41.72%
ROA (TTM): 1.48%
ROE (TTM): 11.90%
Revenue (TTM): $1.08B
Revenue/Share (TTM): $20.10
Earnings Growth (YOY): 28.00%
Revenue Growth (YOY): 8.80%

Valuation Metrics

Enterprise Value: $1.87B
Trailing P/E: 13.39
Forward P/E: 9.94

Shares Statistics

Shares Outstanding: 51.39M
Shares Float: 50.76M
% Insiders: 96.00%
% Institutions: 9,591.80%
Short % Float: 6.21%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$1.36B
Cost of Goods Sold
adjust
$-343.74M
Gross Profit
subtotal
$1.02B
SG&A
adjust
$-198.86M
Other Operating Expense
adjust
$-436.14M
Operating Income
subtotal
$380.87M
Other / Non-Operating Items
adjust
$-93.52M
Net Income
subtotal
$287.35M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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