Invesaro

Stocks Finance WSFS

NASDAQ · Finance

Wsfs Financial Corp (WSFS)

Operating cash flow minus capital spending left $213.6M of free cash flow in fiscal 2025. At September 30, 2026 it held $1.9B in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.

Free, no password. An email when WSFS files with the SEC.

Price
$79.89
+1.20% on the day · November 9, 2026
52-week range $51.40 to $83.30
Market cap
$4.1B
P/E
15.7
on FY2025 diluted EPS

Key facts about Wsfs Financial Corp

Net worth
Wsfs Financial Corp has a market value (market cap) of $4.1B at the latest share price, and shareholders' equity of $2.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2022 revenue was $963.9M (+50.2% year on year), with net income of $222.4M.
Cash flow
In fiscal 2025 operations brought in $220M of cash; after $6.4M of capital spending, free cash flow was $213.6M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
Next earnings report
Wsfs Financial Corp's next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Dividend
Wsfs Financial Corp paid dividends of $0.66 per share in fiscal 2025, a yield of 0.83% at the current price.

What Wsfs Financial Corp does

Wsfs Financial Corp is registered with the SEC under industry code SIC 6021 (National Commercial Banks). Its shares trade on NASDAQ under the ticker WSFS.

Revenue and profit by year

Revenue
FY18: $455.5M $455.5M FY18FY19: $709.2M $709.2M FY19FY20: $715.4M $715.4M FY20FY21: $641.8M $641.8M FY21FY22: $963.9M $963.9M FY22
Net income
FY18: $134.7M $134.7M FY18FY19: $148.8M $148.8M FY19FY20: $114.8M $114.8M FY20FY21: $271.4M $271.4M FY21FY22: $222.4M $222.4M FY22FY23: $269.2M $269.2M FY23FY24: $263.7M $263.7M FY24FY25: $287.3M $287.3M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025n/an/a$287.3M$5.09$213.6M
2024n/an/a$263.7M$4.41$205.6M
2023n/an/a$269.2M$4.40$230.6M
2022$963.9Mn/a$222.4M$3.49$472M
2021$641.8Mn/a$271.4M$5.69$119.1M
2020$715.4Mn/a$114.8M$2.27$8M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

Next report expected around January 21, 2027.

Estimated from its filing rhythm: about 91 days after its last report of October 22, 2026, its usual gap. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Dividends

Wsfs Financial Corp paid $0.66 per share in fiscal 2025. At the current price that is a yield of 0.83%. It paid out $37.2M in cash dividends, 13% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$0.66$37.2M13%
2024$0.60$35.8M14%
2023$0.60$36.7M14%
2022$0.56$35.7M16%
2021$0.51$24.2M9%
2020$0.48$24.4M21%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Wsfs Financial Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 3, 2026
    Quarterly report 10-Q · period to September 30, 2026Diluted EPS $1.75 versus $1.37.
  2. October 22, 2026
  3. October 6, 2026
    Executive or director change8-KWSFS Financial Corporation announced leadership appointments across accounting, audit, and legal executive roles.
  4. August 24, 2026
  5. August 5, 2026
    Quarterly report 10-Q · period to June 30, 2026Diluted EPS $1.63 versus $1.27.
  6. July 23, 2026
  7. June 30, 2026
  8. June 30, 2026
  9. June 11, 2026
  10. May 19, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 14, 2026. Insider transactions on SEC

What is WSFS worth? A DCF from its reported cash flow

Insider trades

What the people running Wsfs Financial Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $258K worth of shares in the last 90 days and bought none on the open market.

Bought (open market)
$0
last 90 days
Sold
$258K
last 90 days
Net sold
3,247
$258K
DateInsiderWhatSharesPriceValueFiling
September 11, 2026 Bacci Arthur JEVP, COO Other changeindirect 3,898 $79.73 $310.8K Form 4
September 10, 2026 Donahue Michael JDirector Sold 3,247 $79.46 $258K Form 4
August 15, 2026 Burg DavidExecutive Vice President, CFO Shares withheld for tax 5,610 $81.66 $458.1K Form 4
August 7, 2026 Davis Jennifer WDirector Received as pay 923 $81.27 $75K Form 4
August 7, 2026 Bird AnatDirector Received as pay 923 $81.27 $75K Form 4
August 7, 2026 Turner David GDirector Received as pay 923 $81.27 $75K Form 4
August 7, 2026 Donahue Michael JDirector Received as pay 923 $81.27 $75K Form 4
August 7, 2026 McKee LynnDirector Received as pay 923 $81.27 $75K Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns WSFS

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Vanguard Portfolio Management13G, passive 6.23% 3,287,307 April 29, 2026
Vanguard Capital Management13G, passive 5.27% 2,780,059 April 30, 2026

Latest filings below 5%: The Vanguard Group 0% (March 27, 2026).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 355 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.7,515,901$576.7M-134,636
Dimensional Fund Advisors LP3,572,913$274.2M+12,357
Vanguard Portfolio Management LLC3,312,116$254.1M+54,294
State Street Corp3,032,754$232.7M+130,010
Franklin Resources Inc2,310,174$177.3M-264,998
Vanguard Capital Management LLC2,255,877$173.1M-112,112
Geode Capital Management, LLC1,570,611$120.5M+210,058
Nomura Asset Management International Inc.1,165,245$89.4M-377,447
Invesco Ltd.1,052,326$80.7M+107,458
Pzena Investment Management LLC888,496$68.2M+9,908
Jpmorgan Chase & Co828,398$63.7M-268,401
Charles Schwab Investment Management Inc735,191$56.4M+36,008
Brown Advisory Inc731,582$56.1M-13,307
American Century Companies Inc715,383$54.9M+24,022
Vaughan Nelson Investment Management, L.P.705,083$54.1M+180,903
Bank of America Corp646,080$49.6M-91,507
Norges Bank638,922$49Mnew
Goldman Sachs Group Inc612,403$47M+108,038
Northern Trust Corp607,642$46.6M+26,429
Frontier Capital Management Co LLC535,179$41.1M-140,317

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

19 insiders reported holding 536,519 shares in total, about $42.9M at the last price.

HolderSharesAs of
Levenson RodgerPresident & CEO 186,088 June 10, 2026
Brubaker Lisa MEVP, CHRO 48,903 April 15, 2026
Bacci Arthur JEVP, COO 31,569 September 11, 2026
Buchholz Karen DoughertyDirector 29,641 August 7, 2026
Davis Jennifer WDirector 27,123 August 7, 2026
Bird AnatDirector 26,811 August 7, 2026
Turner David GDirector 23,576 August 7, 2026
Burg DavidExecutive Vice President, CFO 23,034 August 15, 2026
Brake Francis B.Director 21,312 August 7, 2026
du Pont Eleuthere IDirector 17,5109,751 held indirectly August 7, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about WSFS

What does Wsfs Financial Corp do?

Wsfs Financial Corp is a company in the Finance sector, listed on NASDAQ as WSFS. Its shares trade on NASDAQ under the ticker WSFS.

What is Wsfs Financial Corp's net worth?

Wsfs Financial Corp has a market value (market cap) of $4.1B at the latest share price, and shareholders' equity of $2.6B on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Wsfs Financial Corp profitable?

Yes. Over the twelve months to September 30, 2026 it reported net income of $333.2M.

When did Wsfs Financial Corp last report?

Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026.

When is Wsfs Financial Corp's next earnings report?

Wsfs Financial Corp's next report is expected around January 21, 2027. That is an estimate from its filing rhythm, not a date the company has announced.

Does Wsfs Financial Corp pay a dividend?

Yes. Wsfs Financial Corp paid dividends of $0.66 per share in fiscal 2025, a yield of 0.83% at the current price.

Similar companies

Compare WSFS with

Compare WSFS with any company

Follow WSFS

Get an email when Wsfs Financial Corp files with the SEC: results, executive changes, material agreements and annual reports.

Free, no password. An email when WSFS files with the SEC.

Where the numbers come from

Financial figures are the values Wsfs Financial Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.