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WSFS Financial Corp

WSFS
56.920USD
-0.190-0.33%
Close 12/26, 16:00ETQuotes delayed by 15 min
3.15BMarket Cap
11.71P/E TTM

WSFS Financial Corp

56.920
-0.190-0.33%

More Details of WSFS Financial Corp Company

WSFS Financial Corporation is a savings and loan holding company. The Company operates through its subsidiary, Wilmington Savings Fund Society, FSB (the Bank). The Company’s segments include WSFS Bank, Cash Connect and Wealth Management. The WSFS Bank segment provides loans and leases, deposits and other financial products to commercial and consumer customers. WSFS Bank also offers a variety of consumer loan products, retail securities and insurance brokerage services through its branches, and mortgage and title services through WSFS Mortgage. Its Cash Connect segment provides ATM vault cash, smart safe and cash logistics services in the United States, servicing non-bank ATMs and smart safes nationwide and supporting ATMs for WSFS Bank Clients. The Wealth Management segment provides a range of planning and advisory services, investment management, personal and institutional trust services, and credit and deposit products to individual, corporate, and institutional clients.

WSFS Financial Corp Info

Ticker SymbolWSFS
Company nameWSFS Financial Corp
IPO dateNov 26, 1986
CEOLevenson (Rodger)
Number of employees2309
Security typeOrdinary Share
Fiscal year-endNov 26
Address500 Delaware Ave
CityWILMINGTON
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code19801
Phone13027926000
Websitehttps://investors.wsfsbank.com/overview/default.aspx
Ticker SymbolWSFS
IPO dateNov 26, 1986
CEOLevenson (Rodger)

Company Executives of WSFS Financial Corp

Name
Name/Position
Position
Shareholding
Change
Mr. Rodger Levenson
Mr. Rodger Levenson
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
165.66K
-4.69%
Ms. Lisa M. Brubaker
Ms. Lisa M. Brubaker
Chief Human Resources Officer, Executive Vice President
Chief Human Resources Officer, Executive Vice President
67.54K
-1.65%
Ms. Karen Dougherty Buchholz
Ms. Karen Dougherty Buchholz
Independent Director
Independent Director
28.72K
+4.07%
Ms. Jennifer W. Davis
Ms. Jennifer W. Davis
Lead Independent Director
Lead Independent Director
26.20K
+4.48%
Mr. David Burg
Mr. David Burg
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
25.13K
-18.23%
Mr. David G. Turner
Mr. David G. Turner
Independent Director
Independent Director
22.65K
+5.22%
Mr. Eleuthere I. Du Pont
Mr. Eleuthere I. Du Pont
Independent Director
Independent Director
16.59K
+7.26%
Ms. Lynn B. Mckee
Ms. Lynn B. Mckee
Independent Director
Independent Director
16.54K
+7.28%
Mr. Michael J. Donahue
Mr. Michael J. Donahue
Independent Director
Independent Director
13.82K
+8.85%
Ms. Shari Kruzinski
Ms. Shari Kruzinski
Executive Vice President, Chief Consumer Banking Officer
Executive Vice President, Chief Consumer Banking Officer
13.62K
-6.51%
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Rodger Levenson
Mr. Rodger Levenson
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
165.66K
-4.69%
Ms. Lisa M. Brubaker
Ms. Lisa M. Brubaker
Chief Human Resources Officer, Executive Vice President
Chief Human Resources Officer, Executive Vice President
67.54K
-1.65%
Ms. Karen Dougherty Buchholz
Ms. Karen Dougherty Buchholz
Independent Director
Independent Director
28.72K
+4.07%
Ms. Jennifer W. Davis
Ms. Jennifer W. Davis
Lead Independent Director
Lead Independent Director
26.20K
+4.48%
Mr. David Burg
Mr. David Burg
Chief Financial Officer, Executive Vice President
Chief Financial Officer, Executive Vice President
25.13K
-18.23%
Mr. David G. Turner
Mr. David G. Turner
Independent Director
Independent Director
22.65K
+5.22%

Revenue Breakdown

Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.

Shareholding Stats

Updated: Fri, Aug 15
Updated: Fri, Aug 15
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.54%
The Vanguard Group, Inc.
11.17%
Nomura Investment Management Business Trust
6.93%
Dimensional Fund Advisors, L.P.
6.65%
State Street Investment Management (US)
5.53%
Other
56.18%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
13.54%
The Vanguard Group, Inc.
11.17%
Nomura Investment Management Business Trust
6.93%
Dimensional Fund Advisors, L.P.
6.65%
State Street Investment Management (US)
5.53%
Other
56.18%
Shareholder Types
Shareholders
Proportion
Investment Advisor
54.63%
Investment Advisor/Hedge Fund
35.32%
Hedge Fund
2.34%
Research Firm
1.92%
Pension Fund
1.48%
Individual Investor
1.30%
Sovereign Wealth Fund
1.29%
Bank and Trust
0.73%
Family Office
0.11%
Other
0.89%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
501
52.07M
95.23%
-3.19M
2025Q2
503
54.73M
97.78%
-2.53M
2025Q1
517
55.22M
97.22%
-1.78M
2024Q4
513
55.62M
94.98%
-44.35K
2024Q3
500
54.45M
92.23%
-1.49M
2024Q2
496
54.76M
92.39%
-2.23M
2024Q1
493
55.57M
92.47%
-830.27K
2023Q4
498
54.80M
90.51%
-1.17M
2023Q3
483
54.58M
89.86%
-3.31M
2023Q2
482
55.42M
90.71%
-2.38M
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
BlackRock Institutional Trust Company, N.A.
7.65M
13.66%
-389.17K
-4.84%
Jun 30, 2025
The Vanguard Group, Inc.
6.34M
11.33%
-269.17K
-4.07%
Jun 30, 2025
Nomura Investment Management Business Trust
1.96M
3.5%
+43.90K
+2.29%
Jun 30, 2025
Dimensional Fund Advisors, L.P.
3.67M
6.55%
-121.42K
-3.21%
Jun 30, 2025
State Street Investment Management (US)
3.00M
5.35%
-111.69K
-3.59%
Jun 30, 2025
Franklin Mutual Advisers, LLC
2.58M
4.61%
+5.07K
+0.20%
Jun 30, 2025
Geode Capital Management, L.L.C.
1.42M
2.53%
-18.84K
-1.31%
Jun 30, 2025
JP Morgan Asset Management
1.35M
2.41%
-43.93K
-3.15%
Jun 30, 2025
T. Rowe Price Investment Management, Inc.
1.50M
2.69%
-816.72K
-35.19%
Jun 30, 2025
Champlain Investment Partners, LLC
1.21M
2.16%
-6.78K
-0.56%
Jun 30, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Invesco KBW Regional Banking ETF
1.61%
First Trust NASDAQ ABA Community Bank Index Fund
1.28%
JPMorgan Active Small Cap Value ETF
1.05%
Cambria Micro and SmallCap Shareholder Yield ETF
0.99%
SPDR S&P Bank ETF
0.94%
Invesco S&P SmallCap Financials ETF
0.83%
JPMorgan Fundamental Data Science Small Core ETF
0.82%
Invesco S&P SmallCap Value with Momentum ETF
0.63%
State Street SPDR S&P Regional Banking ETF
0.53%
Direxion Daily Regional Banks Bull 3X Shares
0.49%
View more
Invesco KBW Regional Banking ETF
Proportion1.61%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion1.28%
JPMorgan Active Small Cap Value ETF
Proportion1.05%
Cambria Micro and SmallCap Shareholder Yield ETF
Proportion0.99%
SPDR S&P Bank ETF
Proportion0.94%
Invesco S&P SmallCap Financials ETF
Proportion0.83%
JPMorgan Fundamental Data Science Small Core ETF
Proportion0.82%
Invesco S&P SmallCap Value with Momentum ETF
Proportion0.63%
State Street SPDR S&P Regional Banking ETF
Proportion0.53%
Direxion Daily Regional Banks Bull 3X Shares
Proportion0.49%

Dividend

A total of 156.90M USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
Oct 23, 2025
WSFS.NB Final Cash Dividend of gross USD 0.17 paid on Nov 21, 2025 going ex on Nov 07, 2025
Nov 07, 2025
Nov 21, 2025
Nov 07, 2025
Jul 24, 2025
WSFS.NB Interim Cash Dividend of gross USD 0.17 paid on Aug 22, 2025 going ex on Aug 08, 2025
Aug 08, 2025
Aug 22, 2025
Aug 08, 2025
Apr 24, 2025
WSFS.NB Interim Cash Dividend of gross USD 0.17 paid on May 23, 2025 going ex on May 09, 2025
May 09, 2025
May 23, 2025
May 09, 2025
Jan 28, 2025
WSFS.NB Interim Cash Dividend of gross USD 0.15 paid on Feb 21, 2025 going ex on Feb 07, 2025
Feb 07, 2025
Feb 21, 2025
Feb 07, 2025
Oct 25, 2024
WSFS.NB Final Cash Dividend of gross USD 0.15 paid on Nov 22, 2024 going ex on Nov 08, 2024
Nov 08, 2024
Nov 22, 2024
Nov 08, 2024
Jul 26, 2024
WSFS.NB Interim Cash Dividend of gross USD 0.15 paid on Aug 23, 2024 going ex on Aug 09, 2024
Aug 09, 2024
Aug 23, 2024
Aug 09, 2024
Apr 26, 2024
WSFS.NB Interim Cash Dividend of gross USD 0.15 paid on May 24, 2024 going ex on May 09, 2024
May 10, 2024
May 24, 2024
May 09, 2024
Jan 26, 2024
WSFS.NB Interim Cash Dividend of gross USD 0.15 paid on Feb 23, 2024 going ex on Feb 08, 2024
Feb 09, 2024
Feb 23, 2024
Feb 08, 2024
Oct 24, 2023
WSFS.NB Final Cash Dividend of gross USD 0.15 paid on Nov 17, 2023 going ex on Nov 02, 2023
Nov 03, 2023
Nov 17, 2023
Nov 02, 2023
Jul 25, 2023
WSFS.NB Interim Cash Dividend of gross USD 0.15 paid on Aug 18, 2023 going ex on Aug 03, 2023
Aug 04, 2023
Aug 18, 2023
Aug 03, 2023
View more

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data

FAQs

Who are the top five shareholders of WSFS Financial Corp?

The top five shareholders of WSFS Financial Corp are:
BlackRock Institutional Trust Company, N.A. holds 7.65M shares, accounting for 13.66% of the total shares.
The Vanguard Group, Inc. holds 6.34M shares, accounting for 11.33% of the total shares.
Nomura Investment Management Business Trust holds 1.96M shares, accounting for 3.50% of the total shares.
Dimensional Fund Advisors, L.P. holds 3.67M shares, accounting for 6.55% of the total shares.
State Street Investment Management (US) holds 3.00M shares, accounting for 5.35% of the total shares.

What are the top three shareholder types of WSFS Financial Corp?

The top three shareholder types of WSFS Financial Corp are:
BlackRock Institutional Trust Company, N.A.
The Vanguard Group, Inc.
Nomura Investment Management Business Trust

How many institutions hold shares of WSFS Financial Corp (WSFS)?

As of 2025Q3, 501 institutions hold shares of WSFS Financial Corp, with a combined market value of approximately 52.07M, accounting for 95.23% of the total shares. Compared to 2025Q2, institutional shareholding has increased by -2.55%.

What is the biggest source of revenue for WSFS Financial Corp?

In --, the -- business generated the highest revenue for WSFS Financial Corp, amounting to -- and accounting for --% of total revenue.
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