Stock Fundamentals

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: 2,348
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

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

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 7.65M Mar 31, 2026 14.70% $0.01 -2.97%
Vanguard Group Inc 5.96M Dec 31, 2025 11.45% $0.00 -2.89%
Dimensional Fund Advisors, Inc. 3.56M Mar 31, 2026 6.84% $0.05 -0.89%
State Street Corp 2.90M Mar 31, 2026 5.58% $0.01 0.33%
Franklin Resources Inc 2.58M Mar 31, 2026 4.95% $0.04 4.44%
Delaware Management Holdings Inc 1.54M Mar 31, 2026 2.96% $0.17 -6.71%
Geode Capital Management, LLC 1.36M Mar 31, 2026 2.61% $0.01 -0.13%
JPMorgan Chase & Co 1.10M Mar 31, 2026 2.11% $0.00 -10.92%
Amvescap Plc. 944.87K Mar 31, 2026 1.82% $0.01 -11.41%
T. Rowe Price Investment Management,Inc. 908.56K Mar 31, 2026 1.75% $0.04 -30.30%
Pzena Investment Management, LLC 878.59K Mar 31, 2026 1.69% $0.19 0.20%
Cooke & Bieler LP 789.30K Mar 31, 2026 1.52% $0.58 -25.25%
Brown Advisory Holdings Inc 744.89K Mar 31, 2026 1.43% $0.08 -5.54%
Bank of America Corp 737.59K Mar 31, 2026 1.42% $0.00 11.37%
NORGES BANK 709.50K Dec 31, 2025 1.36% $0.00 5.87%
Charles Schwab Investment Management Inc 699.18K Mar 31, 2026 1.34% $0.01 0.38%
American Century Companies Inc 691.36K Mar 31, 2026 1.33% $0.02 1.88%
Frontier Capital Management CO Inc 675.50K Mar 31, 2026 1.30% $0.45 -14.76%
Palisade Capital Management LLc 587.25K Mar 31, 2026 1.13% $1.28 -7.37%
Northern Trust Corp 581.21K Mar 31, 2026 1.12% $0.01 0.11%

Shares Statistics

Shares Outstanding: 52.04M
Shares Float: 51.42M
% Insiders: 95.30%
% Institutions: 9,395.30%
Short % Float: 4.45%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 3.23M 6.22% ▲ 0.00% Apr 30, 2026
2 Vanguard Total Stock Mkt Idx Inv 1.69M 3.24% ▲ 0.37% Apr 30, 2026
3 Franklin Small Cap Value SMA Composite 1.51M 2.90% ▲ 2,518,345.00% Mar 31, 2026
4 Franklin US Small Cap Value Equity 1.51M 2.90% ▲ 0.00% Mar 31, 2026
5 Franklin Small Cap Value A 1.40M 2.68% ▼ 7.67% Apr 30, 2026
6 iShares Russell 2000 ETF 1.28M 2.46% ▲ 0.00% Apr 30, 2026
7 Vanguard Small Cap Index 1.23M 2.36% ▼ 0.25% Apr 30, 2026
8 Nomura Small Cap Core I 1.00M 1.93% ▼ 3.08% Mar 31, 2026
9 Nomura US Small Cap Core Equity 1.00M 1.93% ▼ 18.30% Mar 31, 2026
10 Vanguard Small Cap Value Index Inv 790.03K 1.52% ▲ 0.68% Apr 30, 2026

Valuation Metrics

Enterprise Value: $1.57B
Trailing P/E: 12.42
Forward P/E: 11.09

Financial Highlights

Market Cap: $3.63B
P/E Ratio: $12.42
PEG Ratio: $0.98
Book Value: $51.27
Dividend/Share: $0.68
Dividend Yield: 0.95%
Earnings/Share: $5.61
Profit Margin: 29.21%
Operating Margin: 44.04%
ROA (TTM): 1.45%
ROE (TTM): 11.47%
Revenue (TTM): $1.06B
Revenue/Share (TTM): $19.23
Earnings Growth (YOY): 46.40%
Revenue Growth (YOY): 16.10%

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 (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.08x 0.11x 0.87x 1.30x 0.74x
2024-12-31 0.11x 0.16x 0.88x 0.97x 1.04x
2023-12-31 0.11x 0.37x 0.88x 1.45x 2.20x
2022-12-31 0.09x 0.34x 0.89x 7.35x 2.05x
2021-12-31 9,204.38x 0.13x 0.88x 15.74x 0.64x
2020-12-31 2,910.65x 0.20x 0.88x 2.99x 1.92x
2019-12-31 0.08x 0.20x 0.85x 2.55x 1.54x
2018-12-31 0.32x 0.45x 0.89x 3.67x 2.04x
2017-12-31 0.30x 0.31x 0.90x 3.24x 1.90x
2016-12-31 4,836.02x 2.26x 0.90x 4.25x 14.48x
2015-12-31 0.31x 0.46x 0.90x 5.31x 2.88x
2014-12-31 0.33x 0.54x 0.90x 4.58x 3.28x
2013-12-31 0.40x 0.69x 0.92x 4.75x 3.33x
2012-12-31 0.42x 0.49x 0.90x 2.07x 3.14x
2011-12-31 0.42x 1.03x 0.91x 1.05x 8.90x
2010-12-31 0.13x 1.69x 0.91x 0.47x 23.65x
2009-12-31 0.14x 1.74x 0.92x -0.03x 94.87x
2008-12-31 0.12x 3.25x 0.94x 0.30x 24.02x
2007-12-31 0.15x 5.82x 0.93x 0.40x 25.60x
2006-12-31 0.14x 5.10x 0.93x 0.46x 21.36x
2005-12-31 0.17x 6.77x 0.94x 0.68x 25.57x
2004-12-31 0.16x 5.54x 0.92x 1.07x 23.78x
2003-12-31 0.12x 8.49x 0.91x 1.03x 36.46x
2002-12-31 0.14x 5.03x 0.89x 3.93x 6.55x
2001-12-31 0.09x 11.65x 0.94x 0.56x 37.24x
2000-12-31 0.08x 7.04x 0.94x 0.47x 22.38x
1999-12-31 0.09x 1.50x 0.94x 0.31x 6.67x
1998-12-31 0.08x 1.79x 0.95x 0.34x 5.64x
1997-12-31 0.11x 2.39x 0.94x 0.33x 9.40x
1996-12-31 0.09x 2.10x 0.94x 0.33x 8.30x
1995-12-31 0.12x 0.76x 0.94x 0.44x 2.30x
1994-12-31 0.10x 1.25x 0.96x 0.16x 6.67x
1993-12-31 0.19x 0.00x 0.96x 0.12x 0.00x
1992-12-31 0.10x 0.00x 0.97x 0.07x 0.00x
1991-12-31 0.13x 0.00x 0.99x 0.14x 0.00x
1990-12-31 0.06x 13.79x 1.00x -0.80x -0.89x
1989-12-31 0.06x 0.47x 0.94x -0.06x 29.86x
1988-12-31 N/A N/A N/A N/A 0.00x
1987-12-31 N/A N/A N/A N/A 0.00x
1986-12-31 N/A N/A N/A N/A 0.00x

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