the wsfs bank mission is, “we stand for service®”. our mission speaks to who we are and what we do. when wsfs was founded in 1832, it opened in a small rented room next to the wilmington town hall. today, wsfs continues to be a service-oriented, locally-managed, community bank. wsfs is the seventh oldest bank in the united states still in operation today, but we have changed a little since 1832. we now have 43 branches throughout delaware and southeastern pennsylvania and offer a wide range of banking services for consumers and businesses. we are a community bank committed to implementing innovative technologies and evolving our services to meet the needs of our customers. so, what’s it like to work at wsfs? well, we’ve made the news journal’s top workplaces list for nine years in a row. wsfs offers a fun and engaging work environment with lots of room for growth, underpinned by a strong mission of service to our customers and our community. our associates are committed to always d
Company profile
Ticker
WSFS
Exchange
Website
CEO
Rodger Levenson
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
WSFS Wealth Management, LLC • Bryn Mawr Capital Management, LLC • The Bryn Mawr Trust Company • WSFS SPE Services, LLC • 601 Perkasie, LLC • 1832 Holdings, Inc. • NewLane Finance Company • Data Security Solutions, LLC • Crusader Servicing Corporation • Royal Tax Lien Services, LLC ...
IRS number
222866913
WSFS stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
27 Mar 24
DEFA14A
Additional proxy soliciting materials
27 Mar 24
DEF 14A
Definitive proxy
27 Mar 24
8-K
Regulation FD Disclosure
25 Mar 24
10-K
2023 FY
Annual report
29 Feb 24
8-K
Results of Operations and Financial Condition
25 Jan 24
10-Q
2023 Q3
Quarterly report
3 Nov 23
8-K
Results of Operations and Financial Condition
23 Oct 23
8-K/A
Submission of Matters to a Vote of Security Holders
29 Sep 23
8-K
WSFS Announces Arthur J. Bacci as Interim Chief Financial Officer
24 Aug 23
Transcripts
WSFS
Earnings call transcript
2023 Q4
26 Jan 24
WSFS
Earnings call transcript
2023 Q3
24 Oct 23
WSFS
Earnings call transcript
2023 Q2
25 Jul 23
WSFS
Earnings call transcript
2023 Q1
25 Apr 23
WSFS
Earnings call transcript
2022 Q4
27 Jan 23
WSFS
Earnings call transcript
2022 Q3
25 Oct 22
WSFS
Earnings call transcript
2022 Q2
26 Jul 22
WSFS
Earnings call transcript
2022 Q1
22 Apr 22
WSFS
Earnings call transcript
2021 Q4
25 Jan 22
WSFS
Earnings call transcript
2021 Q3
22 Oct 21
Latest ownership filings
4
RODGER LEVENSON
17 Apr 24
4
Shari Kruzinski
17 Apr 24
4
Stephen P Clark
17 Apr 24
4
Patrick Joseph Ward
17 Apr 24
4
Christine Elizabeth Davis
17 Apr 24
4
LISA M BRUBAKER
17 Apr 24
4
ARTHUR J BACCI
17 Apr 24
4
Patrick Joseph Ward
10 Apr 24
4/A
Pont Eleuthere I du
26 Mar 24
4/A
DAVID G TURNER
26 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 611.48 mm | 611.48 mm | 611.48 mm | 611.48 mm | 611.48 mm | 611.48 mm |
Cash burn (monthly) | 168.03 mm | 34.99 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 1.14 bn | 238.43 mm | n/a | n/a | n/a | n/a |
Cash remaining | -533.39 mm | 373.05 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | -3.2 | 10.7 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
87.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 213 |
Opened positions | 27 |
Closed positions | 17 |
Increased positions | 62 |
Reduced positions | 80 |
13F shares | Current |
---|---|
Total value | 1.90 tn |
Total shares | 52.31 mm |
Total puts | 0.00 |
Total calls | 6.80 k |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 8.86 mm | $323.37 bn |
Vanguard | 7.02 mm | $256.24 bn |
Dimensional Fund Advisors | 3.68 mm | $134.31 bn |
STT State Street | 2.71 mm | $98.78 bn |
BEN Franklin Resources | 2.65 mm | $96.85 bn |
T. Rowe Price Investment Management | 2.51 mm | $91.79 bn |
MCQEF Macquarie | 1.78 mm | $64.89 bn |
Geode Capital Management | 1.30 mm | $47.59 bn |
Champlain Investment Partners | 1.20 mm | $43.81 bn |
Pzena Investment Management | 1.04 mm | $38.11 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Apr 24 | Arthur J Bacci | Common Stock | Payment of exercise | Dispose F | No | No | 42.37 | 1,421 | 60.21 k | 22,315 |
15 Apr 24 | Lisa M Brubaker | Common Stock | Payment of exercise | Dispose F | No | No | 42.37 | 959 | 40.63 k | 38,863 |
15 Apr 24 | Patrick Joseph Ward | Common Stock | Payment of exercise | Dispose F | No | No | 42.37 | 914 | 38.73 k | 149,687 |
15 Apr 24 | Christine Elizabeth Davis | Common Stock | Payment of exercise | Dispose F | No | No | 42.37 | 544 | 23.05 k | 8,286 |
15 Apr 24 | Shari Kruzinski | Common Stock | Payment of exercise | Dispose F | No | No | 42.37 | 691 | 29.28 k | 11,486 |
Press releases
WSFS Announces Brooke Moyer as Senior Vice President and Director of Loan Syndications
18 Apr 24
WSFS Bank Launches Early Pay, Enabling Customers to Receive Eligible Direct Deposits Early
15 Apr 24
WSFS Financial Corporation Announces First Quarter 2024 Earnings Release Date and Conference Call
11 Apr 24
WSFS CARES Foundation Provides More Than $185K in First Quarter Grants to Community Organizations
27 Mar 24
Reverse Mortgages Can Provide Needed Cash Flow and Flexibility, But Educational Opportunities Still Exist, WSFS Mortgage Study Reveals
19 Mar 24