WSFS FINANCIAL CORP (WSFS)
Financials · Regional banking · NASDAQ
A diversified regional financial services company providing commercial and retail banking, specialized ATM cash logistics, and wealth management services.
What WSFS FINANCIAL CORP does
WSFS Financial Corp is a financial services company headquartered in Delaware, operating primarily through its subsidiary, WSFS Bank. The company provides a range of banking services, including commercial and retail banking, as well as specialized services through its Cash Connect® division, which focuses on ATM management and cash logistics, and its Wealth and Trust division, which provides investment management, trust, and fiduciary services.
Themes: regional banking, ATM management / cash logistics, wealth and trust management, commercial lending
Fundamentals
- Price$79.88 as of 2026-08-21 close
- Market cap$4.1B as of 2026-08-21
- 1-year return+43.5% 2025-08-21 close $55.68 → 2026-08-21 close $79.88
- P/E13.02 as of 2026-08-24
- Net margin+28.8% as of 2026-08-24
- ROE+11.7% as of 2026-08-24
- Debt / equity0.11 as of 2026-08-24
- Revenue CAGR (3y)+10.8% SEC XBRL
- Beta0.85 as of 2026-08-24
- Last reported earnings2026-07-23 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +1.0%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How WSFS compares in its sector
- price-to-earnings ratiomiddle range 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating marginmiddle range 534 covered Financials peers, as of 2026-08-24
- return on equitymiddle range 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldbottom 25% 453 covered Financials peers, as of 2026-08-24
- free cash flow (absolute dollars, latest fiscal year)middle range 431 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
WSFS is not currently in any published Top 10 list. Its scores are below.
Long-term score
71.6 #26 of 987 scored · #21 of 191 in Financials
Financial health 88th (debt to equity 0.1) and growth 76th (3-year revenue CAGR 10.8%); weakest is profitability (64th, return on equity 11.7%, operating margin 38.2%).
Short-term score
50.8 #728 of 1,704 scored · #122 of 277 in Financials
Volume and participation 74th: trading volume is about normal versus its 30-day average; setup 55th: day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move; weakest is catalysts 35th: the analyst consensus rating has softened toward "sell" since the prior reading.
Never in this list — passed over at the rebalances below
- Not selected 18 Aug 2026 despite rank 21: Financials already holds 4 of 10 (sector cap).
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, WSFS's dividend was covered by reported results (earnings payout 13%, free-cash-flow payout 17%). This describes past coverage, not a forecast.
- Earnings payout13% dividends / net income
- Free-cash-flow payout17% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How WSFS FINANCIAL CORP looks technically
WSFS FINANCIAL CORP (WSFS) is trading 19.2% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 176 trading days ago — a "golden cross", a bullish long-term signal. A trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 21 (a reading of 25+ marks a strong trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 48, neither overbought (above 70) nor oversold (below 30). It made a new 20-day high about 13 trading days ago. It is 3.7% below its all-time high. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 19.2% above its 200-day average, the long-term trend line — a longer-term uptrend | +19.2% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $78.62 | $78.62 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $67.02 | $67.02 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 15 calendar days ago — the swings before that are what the structure reading is measured on | 15 sessions |
| Wave structure | its recent swings can be read as a completed five-part upward sequence — the pattern Elliott-wave chartists call an impulse — which on that reading would now be due a pullback rather than more of the same; the labelling fails if price closes above 82.94. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible five-wave upward sequence, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 176 trading days ago — a "golden cross", a bullish long-term signal | 176 sessions |
| Trend strength (14-day ADX) | a trend is forming but not yet strong — ADX, a 0–100 trend-strength gauge, is 21 (a reading of 25+ marks a strong trend) | 20.7 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 48, neither overbought (above 70) nor oversold (below 30) | 48.4 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($78.78 to $82.94) — its "stochastic" reading is 26 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 26.4 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 11 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $82.94 | $82.94 |
|---|---|---|
| From the 52-week high | it is 3.7% below its 52-week high (its highest price of the past year) | -3.7% |
| Above the 52-week low | it is 60.0% above its 52-week low (its lowest price of the past year) | +60.0% |
| Below the 52-week high | it is 3.7% below its highest point of the past year | 3.7% |
| Since a 20-day breakout | it made a new 20-day high about 13 trading days ago | 13 sessions |
| Since a 55-day breakout | it made a new 55-day high about 13 trading days ago | 13 sessions |
| All-time high | its highest closing price on record is $82.94 (set on 2026-08-06) | $82.94 |
| Given back of the 52-week move | over the past year its closes ranged ($50.35 to $82.29), and it has given back only a small part of its rise from last year’s low — 8% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $61.53 to $62.55. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 7.5% |
| From the all-time high | it is 3.7% below its all-time high | -3.7% |
| Nearest price level | it is trading 0.5% above a support level at $79.46 — a price it turned at three times since 2026-07-02, most recently on 2026-08-10. Since 2024-08-21 it has 15 such levels below the current price and 0 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -0.5% |
| All-time low | its lowest closing price on record is $5.49 (set on 2009-03-05) | $5.49 |
| Above the all-time low | it is 1355.0% above its all-time low | +1,355% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 1% of the past ~6 months), which often precedes a bigger move | 0th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $1.38 between its high and its low — about 1.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $1.38 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $79.48 and $82.61 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $79.48 – $81.05 – $82.61 |
| Typical daily range (% of price) | its price moves about 1.7% in a typical session — among the calmest in the catalog. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 1.7% |
| Stretch from the 200-day average | it is trading 9.3 daily ranges above its 200-day average price (19.2% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 9.3 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.20× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has softened toward "sell" since the prior reading | 0.33 toward sell |
Price gaps
3
| Gap at the open | it opened on 2026-08-21 0.7% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | +0.7% |
|---|---|---|
| Open gap | it gapped 3.1% above the previous close 48 sessions ago and has not traded back through the level it left behind at 72.15 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +3.0% |
| Gap filled | a 2.6% gap up opened on 2026-07-24 has been "filled" today — price traded back through the level the gap left behind, and it took 20 sessions to close | today |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 1.8 percentage points (the stock gained 0.5% while the market gained 2.3%) | -1.8% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 8.3 percentage points (the stock gained 11.4% while the market gained 3.1%) | +8.3% |
| vs market, 6 months | over the past 6 months this stock beat the market by 7.0 percentage points (the stock gained 18.1% while the market gained 11.1%) | +7.0% |
| vs market, 12 months | over the past 12 months this stock beat the market by 23.0 percentage points (the stock gained 43.5% while the market gained 20.5%) | +23.0% |
Signal agreement
2
| Bullish technical signals | 4 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 4 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: MACD momentum is negative — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 4.2% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 2.4% of the share price. | +4.2% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 13% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $70.39 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +13.5% |
|---|---|---|
| Vs the average paid since it last reported | the price is 1% below the average price paid since it last reported on 2026-07-23 (its 8-K), so the typical buyer over that stretch is under water. That average is $80.76 — a volume-weighted average of daily closes over 22 sessions, not a true tick-by-tick VWAP. | -1.1% |
Price levels it has turned at before
WSFS last closed at $79.88 on 2026-08-21. Since 2024-08-21 it has turned at 15 prices below its last close and 0 above; the 3 nearest below are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $79.46 | Support | 0.5% below the last close | turned there three times · 2026-07-02 to 2026-08-10 |
| $72.90 | Support | 8.7% below the last close | turned there four times · 2026-04-17 to 2026-05-27 |
| $70.89 | Support | 11.3% below the last close | turned there twice · 2026-02-09 to 2026-04-09 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now complete.
This labelling fails — stops being a possible reading at all — if it closes above $82.94.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · in a Bollinger Band volatility squeeze · Near the all-time high · beating the market · Least volatile (2% or less typical daily range) · Stretched far above its 200-day average (6+ daily ranges) | Learn: moving average · golden cross · adx · rsi · breakout · all time high · bollinger bands
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.33 mean, 1=Strong Buy…5=Strong Sell) — 6 analysts
- Mean price target$88.92 range $83.00 – $92.50; median $89.50
Analyst estimates, as of 2026-08-18. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for WSFS
- Consensus EPS estimate$1.61 next reporting period, as of 2026-08-18
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Credit risk associated with concentration in commercial real estate, commercial and industrial, and construction loans.","Interest rate volatility affecting net interest margin and the value of investment securities.","Risks associated with integrating acquisitions and relying on third-party vendors for core systems."]
What changed in the latest 10-Q
AI-assisted comparison of WSFS's 10-Q filed 2026-05-04 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-05-04): Assets increased to $22.1 billion at March 31, 2026 (vs. $20.8 billion at September 30, 2025 in older filing)
- Newer filing (2026-05-04): AUM and AUA increased to $97.6 billion at March 31, 2026 (vs. $93.4 billion at September 30, 2025 in older filing)
- Newer filing (2026-05-04): Operating for more than 194 years (vs. more than 193 years in older filing)
- Newer filing (2026-05-04): Total loan and lease portfolio of $12.8 billion as of March 31, 2026 (vs. $12.5 billion as of September 30, 2025 in older filing)
- Newer filing (2026-05-04): Commercial loan and lease portfolio of $10.0 billion (vs. $9.7 billion in older filing)
- Newer filing (2026-05-04): Describes WSFS Bank segment separately with specific loan portfolio details
- Newer filing (2026-05-04): Describes Wealth and Trust segment as separate segment
- Newer filing (2026-05-04): Describes Cash Connect as separate segment
- Newer filing (2026-05-04): Diluted EPS was $1.64 and ROA was 1.61% for three months ended March 31, 2026 (vs. $1.37 and 1.44% for three months ended September 30, 2025 in older filing)
- Newer filing (2026-05-04): Total deposits increased $826.0 million, or 4.7%, compared to December 31, 2025
- Newer filing (2026-05-04): Noninterest deposits comprised 34% of total deposits at March 31, 2026
- Newer filing (2026-05-04): Wealth and Trust noninterest income grew 25% compared to three months ended March 31, 2025
- Newer filing (2026-05-04): Bank recognized $15.7 million recovery of previously charged-off loans to a fund invested in office properties
- Newer filing (2026-05-04): Board approved 18% increase in quarterly cash dividend to $0.20 per share
- Newer filing (2026-05-04): Additional share repurchase authorization of 15% of outstanding shares
- Newer filing (2026-05-04): WSFS repurchased 1,319,626 shares at average price of $64.38 per share for $85.0 million
- Newer filing (2026-05-04): Total capital return of $94.0 million in the quarter
- Newer filing (2026-05-04): Total common equity Tier 1 capital of 14.01% for Bank and 13.91% for Company
- Newer filing (2026-05-04): Total risk-based capital of 15.21% for Bank and 15.66% for Company
- Newer filing (2026-05-04): Total assets increased $792.8 million to $22.1 billion at March 31, 2026 compared to December 31, 2025
- Newer filing (2026-05-04): Cash and cash equivalents increased $772.4 million
- Newer filing (2026-05-04): Investment securities increased $29.5 million
- Removed:
- Older filing (2025-11-04): Described bank as 'largest locally-managed bank and wealth management franchise' (newer filing uses 'largest locally-managed bank and trust company')
- Older filing (2025-11-04): Listed five consolidated subsidiaries including '601 Perkasie, LLC' (not mentioned in newer filing)
- Older filing (2025-11-04): WSFS Bank has two wholly-owned subsidiaries including 'Beneficial Equipment Finance Corporation (BEFC)' (removed from newer filing description)
- Older filing (2025-11-04): Described NewLane Finance leasing as part of banking business narrative (reorganized as separate segment in newer filing)
- Older filing (2025-11-04): Cash Connect services approximately 24,900 non-bank ATMs and 11,600 smart safes (newer filing shows 23,400 and 11,900 respectively)
- Older filing (2025-11-04): Cash Connect also supports 524 owned or branded ATMs for WSFS Bank Clients (reference removed in newer filing)
- Older filing (2025-11-04): Private Wealth Management description mentioned 'through a third-party broker/dealer' (removed in newer filing)
- Older filing (2025-11-04): Highlights for three and nine months ended September 30, 2025 section (replaced with highlights for three months ended March 31, 2026 in newer filing)
- Reworded:
- Newer filing describes organizational structure by segments (WSFS Bank segment, Wealth and Trust segment, Cash Connect segment) while older filing integrated descriptions by business line
- Newer filing states 'describes Wealth and Trust segment' separately from banking operations, while older filing presented 'Wealth and Trust business' as integrated description
- Newer filing changes description of Private Wealth Management revenue sources, removing reference to 'third-party broker/dealer' intermediation
- Newer filing specifies 'Home Lending division' with mortgage banking detail versus older filing's general reference to mortgage services
- Comparison periods changed from September 30, 2025 to March 31, 2026 filings, reflecting quarterly reporting cycle
- Notes:
- The newer filing appears truncated at the end of the FINANCIAL CONDITION section, affecting complete assessment of changes in that section
- The older filing contains additional sections for 'Nine Months Ended September 30, 2025' that are not comparable to the newer filing's quarterly presentation
- Different reporting dates (March 31, 2026 vs. September 30, 2025) make some numerical comparisons reflect both operational changes and time period differences
Risk Factors
- Added:
- Added risk factor: 'any actual or perceived failure or deficiency in the use of artificial intelligence by the Company or third-party vendors or service providers' (filed 2026-05-04)
- Added language: 'including complying with government-imposed foreclosure moratoriums' in the nonperforming assets risk factor (filed 2026-05-04)
- Added language: 'the Company's ability to successfully integrate and fully realize the cost savings and other benefits of its acquisitions, manage risks related to business disruption following those acquisitions, and post-acquisition Client acceptance of the Company's products and services and related Client disintermediation' as expanded growth plans risk factor (filed 2026-05-04)
- Removed:
- Removed reference to 'potential recessionary' conditions from economic trends risk factor (filed 2025-11-04)
- Removed reference to 'the United States government shutdown' from economic conditions risk factor (filed 2025-11-04)
- Removed risk factor: 'and repurchase shares of its common stock' from regulatory limits on dividends risk factor (filed 2025-11-04)
- Removed 'WSFS Wealth® Investments' from list of registered trademarks; replaced with 'WSFS Wealth® Management' (filed 2026-05-04)
- Reworded:
- Changed 'volatile market conditions and uncertain economic trends' to 'difficult market conditions and unfavorable economic trends' (filed 2026-05-04)
- Changed 'changes in the credit quality and strength of underlying collateral' to include 'the impact of changes in interest rates and' in the investment securities risk factor (filed 2026-05-04)
- Changed 'changes in market interest rates, which may lead to reduced margin as a result of increased funding costs and/or reduced earning asset yields' to 'which may increase funding costs and reduce earning asset yields and thus reduce margin' (filed 2026-05-04)
- Changed 'the success of the Company's growth plans' to 'the success of the Company's growth plans across our WSFS Bank, Cash Connect® and/or Wealth and Trust segments' (filed 2026-05-04)
- Changed 'failure of the financial and/or operational controls' to place it before 'negative perceptions' risk factor (filed 2026-05-04)
- Changed 'Wealth and Trust business' to 'Wealth and Trust segment' (filed 2025-11-04)
- Changed 'potential changes in regulatory requirements' to 'potential increased regulatory requirements' (filed 2026-05-04)
- Changed reference from 'Annual Report on Form 10-K for the year ended December 31, 2024' to 'December 31, 2025' (filed 2026-05-04)
- Changed SEC reference from '("SEC")' to '(SEC)' (formatting change, filed 2026-05-04)
- Notes:
- The newer filing is a Q1 2026 10-Q (quarter ended March 31, 2026) while the older filing is a Q3 2025 10-Q (quarter ended September 30, 2025), representing different reporting periods
- The financial data sections shown are truncated and cannot be fully compared
- Page number references changed (Item 1A moved from page 69 to 62 in newer filing), but this reflects document formatting rather than substantive risk factor changes
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 3 open-market sales by insiders in the last 90 days.
- Last 30 days0 buys · 1 sell ($286090) — 1 selling insider
- Last 90 days0 buys · 3 sells ($5M) — 2 selling insiders
- Last 180 days0 buys · 3 sells ($5M) — 2 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-28. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about WSFS's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 4 matched disclosures for WSFS from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
6 institutional 13F filers reported holding WSFS as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 6
- Reported shares held 10,843,043
- Reported value $709,785,548
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 3 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
WSFS had 2,172,280 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
WSFS had 4.25% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.44 days to cover at the same settlement.
- Reported short interest (shares) 2,172,280
- Short interest (% of shares outstanding) 4.25%
- Prior settlement (shares) 2,183,176
- Reported change -0.5%
- Days to cover (reported) 4.44
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- M&T Bank (MTB)
- PNC Financial Services (PNC)
- Fulton Financial (FULT)
- Republic First Bancorp (FRBK)
- Citizens Financial Group (CFG)
- TD Bank (TD)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does WSFS FINANCIAL CORP (WSFS) do?
WSFS Financial Corp is a financial services company headquartered in Delaware, operating primarily through its subsidiary, WSFS Bank. The company provides a range of banking services, including commercial and retail banking, as well as specialized services through its Cash Connect® division, which focuses on ATM management and cash logistics, and its Wealth and Trust division, which provides investment management, trust, and fiduciary services.
What sector is WSFS FINANCIAL CORP (WSFS) in?
WSFS FINANCIAL CORP (WSFS) is classified in the Financials sector. Its industry is Regional banking. It trades on NASDAQ.
Does WSFS pay a dividend?
Yes — WSFS FINANCIAL CORP (WSFS) pays a dividend, with an indicated yield of about 0.98% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are WSFS FINANCIAL CORP's (WSFS) competitors?
Notable peers of WSFS FINANCIAL CORP (WSFS) include M&T Bank, PNC Financial Services, Fulton Financial, Republic First Bancorp and Citizens Financial Group. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in WSFS?
Yes — we hold 4 matched STOCK Act disclosures for WSFS from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is WSFS FINANCIAL CORP (WSFS) overbought or oversold right now?
WSFS FINANCIAL CORP (WSFS) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 48, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on WSFS come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.