WSFS Financial (WSFS)

WSFS Financial Corporation is a multi-billion-dollar financial services company. Its primary subsidiary, WSFS Bank, is the oldest and largest locally managed bank and trust company headquartered in Delaware and the Greater Philadelphia region. As of December 31, 2020, WSFS Financial Corporation had $14.3 billion in assets on its balance sheet and $24.2 billion in assets under management and administration. WSFS operates from 112 offices, 89 of which are banking offices, located in Pennsylvania (52), Delaware (42), New Jersey (16), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management. Other subsidiaries or divisions include Arrow Land Transfer, Cash Connect®, Cypress Capital Management, LLC, Christiana Trust Company of Delaware®, NewLane Finance®, Powdermill® Financial Solutions, West Capital Management®, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments. Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

Company profile

Mark Turner
Fiscal year end
Industry (SIC)
WSFS Wealth Management, LLC • WSFS Capital Management, LLC • Cypress Capital Management, LLC • Christiana Trust Company • WSFS SPE Services, LLC • 1832 Holdings, Inc. • NewLane Finance Company • Data Security Solutions, LLC • Recovery One, LLC • Alliance Financial & Investment Services, LLC ...
IRS number

WSFS stock data

Analyst ratings and price targets

Last 3 months
Current price
Average target
Low target
High target
Stephens & Co.
25 Apr 22
Piper Sandler
25 Apr 22


27 Apr 22
2 Jul 22
31 Dec 22
Quarter (USD) Mar 22 Dec 21 Sep 21 Jun 21
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
28 Jun 22 Arthur J Bacci Common Stock Payment of exercise Dispose F No No 40.79 252 10.28K 18,793
12 May 22 Francis J Leto Common Stock Sell Dispose S No No 37.51 8,186 307.06K 39,328
26 Apr 22 Nancy J Foster Common Stock Buy Acquire P No No 41.69 1,000 41.69K 4,213
88.7% owned by funds/institutions
13F holders Current Prev Q Change
Total holders 225 200 +12.5%
Opened positions 55 34 +61.8%
Closed positions 30 18 +66.7%
Increased positions 112 77 +45.5%
Reduced positions 38 53 -28.3%
13F shares Current Prev Q Change
Total value 3.51B 3.2B +9.5%
Total shares 56.17M 44.92M +25.1%
Total puts 0 0
Total calls 13.29K 0 NEW
Total put/call ratio
Largest owners Shares Value Change
BLK Blackrock 9.46M $441.24M +34.8%
Vanguard 7.11M $331.58M +16.2%
TROW T. Rowe Price 3.26M $152.16M +0.8%
Dimensional Fund Advisors 3.26M $152.15M +32.0%
STT State Street 2.88M $134.2M +29.1%
MCQEF Macquarie 2.3M $107.46M +44.4%
JHG Janus Henderson 1.43M $66.64M -4.9%
IVZ Invesco 1.37M $63.84M +7.0%
BEN Franklin Resources 1.34M $62.37M +3787.8%
Cooke & Bieler 1.28M $59.47M -2.3%
Largest transactions Shares Bought/sold Change
BLK Blackrock 9.46M +2.44M +34.8%
BEN Franklin Resources 1.34M +1.3M +3787.8%
JPM JPMorgan Chase & Co. 342.49K -1.13M -76.8%
Vanguard 7.11M +992.43K +16.2%
Champlain Investment Partners 990.5K +990.5K NEW
Dimensional Fund Advisors 3.26M +790.92K +32.0%
MCQEF Macquarie 2.3M +708.43K +44.4%
BAC Bank Of America 893.79K +695.41K +350.5%
STT State Street 2.88M +648.87K +29.1%
Norges Bank 0 -465.68K EXIT

Content analysis

H.S. freshman Avg
New words: absolute, bilateral, bought, broader, Certification, challenge, confidence, Cover, deductible, dissolution, duly, economy, embedded, examination, Exhibit, Extension, facility, formatted, fourth, geopolitical, herewith, infer, infrequently, Inline, instance, Interactive, interval, JonesTrading, Label, largest, Linkbase, mark, movement, Occasionally, Page, repositioning, revolving, Schema, Similarly, situation, substituted, Taxonomy, thereunto, translated, Ukraine, uncommitted, undersigned, unencumbered, unique, verify, war, written, XBRL, York
Removed: applicability, ASU, called, Circuit, commercial, Contemplated, deemed, Defer, Department, discontinuation, evaluated, exiting, expertise, exposing, facilitating, final, functional, IItem, impacted, intent, inversely, maintained, matter, Mine, minimize, moderate, multiple, narrow, Notification, plaintiff, prospectively, protocol, redemption, remote, remotely, reopening, requesting, responded, Safety, selected, stabilized, structured, supplemental, Supplementary, Transfer, unconsolidated, updated, worked