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
![WSFS Financial logo](/files/LOGO/828944-WSFS.png)
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)
8-K
Results of Operations and Financial Condition
25 Jul 24
8-K
Departure of Directors or Certain Officers
21 May 24
8-K
Submission of Matters to a Vote of Security Holders
17 May 24
10-Q
2024 Q1
Quarterly report
6 May 24
8-K
Results of Operations and Financial Condition
25 Apr 24
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
Transcripts
WSFS
Earnings call transcript
2024 Q1
26 Apr 24
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 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
Latest ownership filings
11-K
Annual report of employee stock purchases
25 Jun 24
4
Stephen P Clark
9 May 24
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
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
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Change in cash | |||||
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) | 977.07 mm | 977.07 mm | 977.07 mm | 977.07 mm | 977.07 mm | 977.07 mm |
Cash burn (monthly) | 38.61 mm | 10.50 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 149.29 mm | 40.59 mm | n/a | n/a | n/a | n/a |
Cash remaining | 827.78 mm | 936.48 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 21.4 | 89.2 | n/a | n/a | n/a | n/a |
Institutional ownership, Q1 2024
87.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 230 |
Opened positions | 206 |
Closed positions | 3 |
Increased positions | 6 |
Reduced positions | 7 |
13F shares | Current |
---|---|
Total value | 2.19 tn |
Total shares | 52.52 mm |
Total puts | 400.00 |
Total calls | 13.20 k |
Total put/call ratio | 0.0 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 8.93 mm | $403.08 bn |
Vanguard | 7.34 mm | $331.25 bn |
Dimensional Fund Advisors | 3.79 mm | $171.21 bn |
STT State Street | 2.93 mm | $132.46 bn |
BEN Franklin Resources | 2.82 mm | $127.27 bn |
T. Rowe Price Investment Management | 2.37 mm | $107.07 mm |
MCQEF Macquarie | 1.72 mm | $77.85 bn |
Geode Capital Management | 1.39 mm | $62.71 bn |
Champlain Investment Partners | 1.29 mm | $58.38 bn |
Alliancebernstein | 1.06 mm | $47.64 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
7 May 24 | Stephen P Clark | Common Stock | Sell | Dispose S | No | No | 46.6137 | 3,000 | 139.84 k | 25,671 |
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 |
News
WSFS Financial Q2 2024 Adj EPS $3.97 Beats $1.04 Estimate, Sales $384.60M Beat $174.91M Estimate
25 Jul 24
WSFS Financial Q2 2024 Adj EPS $1.16 Beats $1.04 Estimate
25 Jul 24
Shopify To Rally Around 30%? Here Are 10 Top Analyst Forecasts For Wednesday
22 May 24
Piper Sandler Maintains Neutral on WSFS Financial, Raises Price Target to $48
22 May 24
Press releases
WSFS Reports 2Q 2024 ROA of 1.34% and EPS of $1.16;
Results Reflect Loan, Deposit and Diversified Fee Revenue Growth,
Net Interest Margin of 3.85%
25 Jul 24
WSFS Announces Stacey Ioia as Senior Vice President, Director of Enterprise Fraud Risk Management
18 Jul 24
WSFS CARES Foundation Supports Community Organizations with $200K in Second Quarter Grants
15 Jul 24
WSFS Financial Corporation Announces Second Quarter 2024 Earnings Release Date and Conference Call
9 Jul 24
Nearly 1,500 WSFS Associates Volunteer Across the Region for We Stand for Service Day
13 Jun 24