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Company Information
USD
53.35
- (-1%)
NASDAQ:WSFS, WSFS FINANCIAL CORPORATION
Industry: Banks - Regional
End of Day: 9 May 2025 GMT-4
WSFS Financial Corp is a savings and loan holding company. The company operates in three segments: WSFS Bank provides loans and leases and other financial products to commercial and consumer customers. Cash Connect segment provides ATM vault cash, smart safe, and other cash logistics services; and Wealth Management provides a broad array of planning and advisor services, investment management, personal and institutional trust services, and credit and deposit products to individuals, corporate, and institutional clients. Majority revenue is generated from WSFS Bank segment.

Address

500 Delaware Avenue

Classification

Sector

Financial Services

Industry Group

Banks

Industry

Banks - Regional

Key Executives

Ms. Anat Bird
Director
Ms. Nancy J. Foster
Director
Ms. Lynn B. McKee
Director
Ms. Jennifer W. Davis
Director
Mr. Rodger Levenson
CEO/Chairman of the Board/Director/President
Mr. Eleuthere I. Du Pont
Director
Ms. Karen Dougherty Buchholz
Director
Mr. David G. Turner
Director
Mr. Charles K. Mosher
Chief Accounting Officer/Senior VP
Mr. Francis B. Brake, Jr
Director
Mr. Michael J. Donahue
Director
Mr. Christopher T. Gheysens
Director
Mr. Diego F. Calderin
Director
Mr. Arthur J. Bacci
CFO/Executive VP/Other Executive Officer
Mr. Patrick J. Ward
Executive VP/President, Geographical
Mr. Steve Clark
Executive VP/Other Executive Officer
Ms. Lisa M. Brubaker
Chief Information Officer/Executive VP
Mr. Michael L. Conklin
Executive VP/Other Executive Officer
Ms. Christine E. Davis
Chief Risk Officer/Executive VP
Ms. Shari Kruzinski
Executive VP/Other Executive Officer

Ownership

Institution Holdings

BlackRock Inc
8,694,832 (14.363%)
BlackRock Fund Advisors
6,969,227 (11.512%)
Vanguard Group Inc
6,965,798 (11.506%)
Franklin Templeton Investments
4,277,106 (7.065%)
Dimensional Fund Advisors, Inc.
3,757,216 (6.206%)
Dimensional Fund Advisors LP
3,702,704 (6.116%)
Franklin Resources Inc
2,886,034 (4.767%)
State Street Corporation
2,861,644 (4.727%)
T. Rowe Price Investment Management,Inc.
2,466,068 (4.074%)
Franklin Advisers, Inc.
1,966,302 (3.248%)

Individual Holdings

Mr. Patrick J. Ward
150,323 (0.248%)
Mr. Rodger Levenson
149,142 (0.246%)
Ms. Lisa M. Brubaker
39,892 (0.066%)
Mr. Stephen P. Clark
30,579 (0.051%)
Ms. Karen Dougherty Buchholz
26,394 (0.043%)
Mr. Arthur J. Bacci
23,837 (0.039%)
Ms. Jennifer W. Davis
23,876 (0.039%)
Ms. Anat Bird
23,564 (0.039%)
Mr. Francis B. Brake, Jr
18,065 (0.030%)
Ms. Lynn B. McKee
14,220 (0.023%)

Funds Holdings

Franklin US Small Cap Value Equity
1,966,302 (3.248%)
Vanguard US Total Market Shares ETF
1,942,505 (3.209%)
Vanguard Total Stock Market Index Fund
1,942,505 (3.209%)
Franklin Small Cap Value Fund
1,833,500 (3.029%)
Vanguard Small Cap Index
1,550,932 (2.562%)
T. Rowe Price Small-Cap Value Fund
1,462,128 (2.415%)
Delaware Small Cap Core Fund
1,287,329 (2.126%)
Vanguard Small Cap Value Index Fund
1,061,218 (1.753%)
Champlain Small Company Fund, LLC
986,146 (1.629%)
Vanguard Institutional Extnd Mkt Idx Tr
894,392 (1.477%)

Details

Overview Company Info Key Ratios Income Balance Sheet Cash Flow
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