Stock Fundamentals

Company Information

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Company Name
WSFS Financial Corporation
Sector
Financial Services
Industry
Banks - Regional
Exchange
NASDAQ
ISIN: US9293281021
CIK: 0000828944
CUSIP: 929328102
Currency: USD
Full Time Employees: 2,335
Phone: 302 792 6000
Website: https://www.wsfsbank.com
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 loas 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

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Name Title Year Born
Mr. Rodger Levenson Chairman, President & CEO 1961
Mr. David Burg Executive VP & CFO 1975
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 NA
Ms. Lisa Washington Senior VP, Secretary & Chief Legal Officer 1968
Ms. Lynn Hobson Senior VP & Chief Marketing Officer NA

Institutional Holders

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Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 7.94M Sep 30, 2025 15.05% $0.01 -2.69%
Vanguard Group Inc 5.96M Dec 31, 2025 11.30% $0.00 -2.89%
Macquarie Group Ltd 3.79M Sep 30, 2025 7.19% $0.24 93.35%
Dimensional Fund Advisors, Inc. 3.59M Dec 31, 2025 6.81% $0.04 -1.24%
JPMorgan Chase & Co 3.09M Sep 30, 2025 5.86% $0.01 104.42%
State Street Corp 3.02M Sep 30, 2025 5.73% $0.01 0.93%
Franklin Resources Inc 2.43M Sep 30, 2025 4.61% $0.03 -6.80%
Geode Capital Management, LLC 1.38M Sep 30, 2025 2.62% $0.00 -2.58%
T. Rowe Price Investment Management,Inc. 1.24M Sep 30, 2025 2.36% $0.04 -17.42%
Cooke & Bieler LP 1.06M Dec 31, 2025 2.00% $0.61 2.32%
Amvescap Plc. 1.01M Sep 30, 2025 1.91% $0.01 2.06%
Pzena Investment Management, LLC 928.41K Sep 30, 2025 1.76% $0.16 14.45%
Brown Advisory Holdings Inc 831.39K Sep 30, 2025 1.58% $0.06 9.18%
Frontier Capital Management CO Inc 792.50K Dec 31, 2025 1.50% $0.46 -0.88%
NORGES BANK 709.50K Dec 31, 2025 1.35% $0.00 5.87%
Bank of America Corp 708.18K Sep 30, 2025 1.34% $0.00 -5.08%
Charles Schwab Investment Management Inc 696.55K Dec 31, 2025 1.32% $0.01 -1.54%
American Century Companies Inc 678.62K Dec 31, 2025 1.29% $0.02 -3.35%
AllianceBernstein L.P. 638.91K Sep 30, 2025 1.21% $0.01 -1.62%
Palisade Capital Management LLc 633.97K Dec 31, 2025 1.20% $1.04 -11.04%

Shares Statistics

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Shares Outstanding: 53.41M
Shares Float: 52.10M
% Insiders: 145.40%
% Institutions: 9,422.60%
Short % Float: 3.68%

🏆 Top 10 Institutional Holders

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Rank Holder Name Shares Held % of Shares Change Date Reported
1 BlackRock Inc 7.94M 15.05% ▼ 2.69% Sep 30, 2025
2 Vanguard Group Inc 5.96M 11.30% ▼ 2.89% Dec 31, 2025
3 Macquarie Group Ltd 3.79M 7.19% ▲ 93.35% Sep 30, 2025
4 Dimensional Fund Advisors, Inc. 3.59M 6.81% ▼ 1.24% Dec 31, 2025
5 JPMorgan Chase & Co 3.09M 5.86% ▲ 104.42% Sep 30, 2025
6 State Street Corp 3.02M 5.73% ▲ 0.93% Sep 30, 2025
7 Franklin Resources Inc 2.43M 4.61% ▼ 6.80% Sep 30, 2025
8 Geode Capital Management, LLC 1.38M 2.62% ▼ 2.58% Sep 30, 2025
9 T. Rowe Price Investment Management,Inc. 1.24M 2.36% ▼ 17.42% Sep 30, 2025
10 Cooke & Bieler LP 1.06M 2.00% ▲ 2.32% Dec 31, 2025

Valuation Metrics

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Enterprise Value: $2.01B
Trailing P/E: 12.32
Forward P/E: 11.09

Financial Highlights

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Market Cap: $3.43B
P/E Ratio: $12.32
PEG Ratio: $0.98
Book Value: $51.27
Dividend/Share: $0.66
Dividend Yield: 1.05%
Earnings/Share: $5.09
Profit Margin: 28.26%
Operating Margin: 38.04%
ROA (TTM): 1.36%
ROE (TTM): 10.82%
Revenue (TTM): $1.02B
Revenue/Share (TTM): $18.07
Earnings Growth (YOY): 23.80%
Revenue Growth (YOY): 2.30%

Stock Price History

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1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Download Financials (Excel)

Financial Charts

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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

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Financial Ratios

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Earnings History

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Balance Sheet (Yearly)

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Financial Ratios

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Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.08x 0.00x 0.87x 1.30x 0.00x
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

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

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