WSFS Financial Corporation
WSFS Financial Corporation (Nasdaq: WSFS) is a locally managed community banking and wealth management company serving consumers, businesses, and institutional clients, primarily in the Greater Philadelphia and Delaware region, with additional nationwide businesses. Its three reportable segments are WSFS Bank, which… From the company’s description.
In fiscal 2025, WSFS Financial Corporation reported revenue of $1.07B, up 1.9% from fiscal 2024, and net income of $287.25M. Its pre-tax margin was 35.7%. Over the twelve months to Jun 30, 2026, revenue was $1.10B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What WSFS Financial Corporation does
In the company’s own words
WSFS Financial Corporation (Nasdaq: WSFS) is a locally managed community banking and wealth management company serving consumers, businesses, and institutional clients, primarily in the Greater Philadelphia and Delaware region, with additional nationwide businesses. Its three reportable segments are WSFS Bank, which provides commercial and consumer loans and leases, deposits, mortgage and other financial services; Cash Connect®, which supplies ATM vault cash, smart-safe and cash-logistics services nationwide; and Wealth and Trust, which offers planning, advisory, investment management, fiduciary, credit and deposit services. The company also provides small-business equipment leases and commercial financing through NewLane Finance®. At December 31, 2025, WSFS had $21.3 billion in assets and $97.4 billion in assets under management and administration, and operated 113 offices across six states. Its brands include Bryn Mawr Trust®, WSFS Institutional Services®, WSFS Mortgage® and Cash Connect®. Founded in 1832, WSFS Bank is among the oldest continuously operating banks and trust companies in the United States. Its website is www.wsfsbank.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Commercial Banks
- Headquarters
- WILMINGTON, DE
- Fiscal year end
- December
- CIK
- 828944
- SIC
- 6021
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns WSFS Financial Corporation — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · WSFS Financial Corporation’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
WSFS Financial Corporation’s bonds, as funds hold them
Funds report holding 1 issues of WSFS Financial Corporation’s debt, $3.47M at market value — what funds hold, not the company’s total debt.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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