WSFS Financial (WSFS)

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

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Keefe, Bruyette & Woods

Latest filings (excl ownership)

View all

28 Feb 25

Results of Operations and Financial Condition

6 Nov 24

Departure of Directors or Certain Officers

28 Oct 24

8-K

Results of Operations and Financial Condition

2 Aug 24

Regulation FD Disclosure

2 Aug 24

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

Transcripts

View all

WSFS

Earnings call transcript

2024 Q4

28 Jan 25

WSFS

Earnings call transcript

2024 Q3

25 Oct 24

WSFS

Earnings call transcript

2024 Q2

26 Jul 24

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

Latest ownership filings

View all

Jamie Patrick Hopkins

3 Mar 25

David Burg

3 Mar 25

Christine Elizabeth Davis

Notice of proposed sale of securities

21 Feb 25

Financial summary

Financial statements Chart WSFS financial data

Quarter (USD)	Dec 24	Sep 24	Jun 24	Mar 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 23	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q4 2024

WSFS institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	248	262	-5.3%
Opened positions	28	47	-40.4%
Closed positions	42	16	+162.5%
Increased positions	79	69	+14.5%
Reduced positions	83	98	-15.3%

13F shares	Current	Prev Q	Change
Total value	2.69 tn	2.51 tn	+7.3%
Total shares	53.83 mm	52.55 mm	+2.4%
Total puts	1.20 k	9.40 k	-87.2%
Total calls	9.70 k	16.20 k	-40.1%
Total put/call ratio	0.1	0.6	-78.7%

Largest owners	Shares	Value	Change
BlackRock	8.70 mm	$462.15 bn	+0.3%
Vanguard	7.00 mm	$371.96 bn	-0.3%
Dimensional Fund Advisors	3.90 mm	$207.34 bn	-0.0%
STT State Street	3.31 mm	$176.08 bn	+9.4%
BEN Franklin Resources	2.55 mm	$135.25 bn	-8.5%
T. Rowe Price Investment Management	2.31 mm	$122.90 mm	+0.9%
MQBKY Macquarie Group Limited	1.69 mm	$89.73 bn	-0.3%
JPM JPMorgan Chase & Co.	1.69 mm	$89.67 bn	+309.9%
Geode Capital Management	1.41 mm	$74.78 bn	-1.1%
Champlain Investment Partners	1.23 mm	$65.61 bn	-5.0%

Largest transactions	Shares	Bought/sold	Change
JPM JPMorgan Chase & Co.	1.69 mm	+1.28 mm	+309.9%
Norges Bank	616.89 k	+616.89 k	NEW
Jennison Associates	0.00	-359.21 k	EXIT
RJF Raymond James Financial	341.94 k	+341.94 k	NEW
STT State Street	3.31 mm	+283.74 k	+9.4%
Eagle Asset Management	0.00	-255.45 k	EXIT
BEN Franklin Resources	2.55 mm	-236.40 k	-8.5%
Assenagon Asset Management	254.62 k	+226.93 k	+819.8%
Loomis Sayles & Co L P	0.00	-150.09 k	EXIT
Standard Life Aberdeen	511.29 k	-109.52 k	-17.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

WSFS insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
27 Feb 25	James J Wechsler	Common Stock	Grant	Acquire A	No	No	53.49	842	45.04 k	6,904
27 Feb 25	Arthur J Bacci	Common Stock	Payment of exercise	Dispose F	No	No	53.49	2,435	130.25 k	28,484
27 Feb 25	Arthur J Bacci	Common Stock	Grant	Acquire A	No	No	53.49	5,385	288.04 k	30,919
27 Feb 25	Arthur J Bacci	Common Stock	Grant	Acquire A	No	No	53.49	3,219	172.18 k	25,534
27 Feb 25	Rodger Levenson	Common Stock	Payment of exercise	Dispose F	No	No	53.49	14,690	785.77 k	173,554
27 Feb 25	Rodger Levenson	Common Stock	Grant	Acquire A	No	No	53.49	31,122	1.66 mm	188,244
27 Feb 25	Rodger Levenson	Common Stock	Grant	Acquire A	No	No	53.49	14,342	767.15 k	157,122
27 Feb 25	Christine Elizabeth Davis	Common Stock	Grant	Acquire A	No	No	53.49	2,163	115.70 k	10,449
27 Feb 25	Shari Kruzinski	Common Stock	Payment of exercise	Dispose F	No	No	53.49	1,541	82.43 k	16,888
27 Feb 25	Shari Kruzinski	Common Stock	Grant	Acquire A	No	No	53.49	4,775	255.41 k	18,429