WSFS FINANCIAL CORP
Ticker: WSFSFinancialsCommercial BanksThe business
WSFS Financial Corporation (Nasdaq: WSFS) operates as a savings and loan holding company headquartered in Wilmington, Delaware, with its primary subsidiary being Wilmington Savings Fund Society, FSB, one of the ten oldest continuously operating bank and trust companies in the United States. The company maintains a website at www.wsfsbank.com.
As of December 31, 2025, WSFS manages $21.3 billion in assets and $97.4 billion in assets under management and administration. The company operates through three reportable segments: WSFS Bank, Cash Connect®, and Wealth and Trust. The WSFS Bank segment provides commercial and consumer lending, deposits, and financial products through a network of 113 offices located across Pennsylvania, Delaware, New Jersey, Florida, Nevada, and Virginia, supported by digital banking platforms and an ATM network. The Wealth and Trust segment, which includes the Bryn Mawr Trust® brand, provides advisory services, investment management, trust services, and credit products to individuals, corporations, and institutional clients, generating approximately 31.8 percent of total revenue through diversified fee-based businesses. Cash Connect® operates as a premier provider of ATM vault cash, smart safe services, and cash logistics, managing approximately $1.3 billion in total cash and servicing roughly 24,000 non-bank ATMs and 11,900 smart safes nationwide.
The company's loan and lease portfolio totaled $13.1 billion at year-end 2025, with commercial and industrial loans representing 21.4 percent, commercial mortgages 29.9 percent, and consumer loans 14.5 percent of the portfolio. WSFS employs 2,335 full-time equivalent associates and maintains a community banking model emphasizing local decision-making, personalized service, and a comprehensive product suite. The company operates subsidiaries including The Bryn Mawr Trust Company of Delaware, Bryn Mawr Trust Advisors, and NewLane Finance®, which originates small business leases and commercial financing nationwide. WSFS maintains registered trademarks including Bryn Mawr Trust®, Cash Connect®, NewLane Finance®, WSFS Institutional Services®, and WSFS Mortgage®, reflecting its diversified business operations across retail banking, wealth management, and specialized financial services.
- Sector
- Financials
- Industry
- Commercial Banks
- HQ
- WILMINGTON, DE
- FY end
- 12-31
- CIK
- 828944
- SIC
- 6021
Ownership
Who holds WSFS FINANCIAL CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30
Top fund holders
| Fund | % of fund | Value |
|---|---|---|
| iShares Core S&P Small-Cap ETF IJR · iShares Trust | 0.22% | $240.22M |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VTI · VANGUARD INDEX FUNDS | 0.01% | $120.62M |
| Franklin Small Cap Value Fund FRVLX · Franklin Value Investors Trust | 2.46% | $100.41M |
| iShares Russell 2000 ETF IWM · iShares Trust | 0.12% | $96.85M |
| VANGUARD SMALL-CAP INDEX FUND VB · VANGUARD INDEX FUNDS | 0.05% | $87.09M |
Bonds held by funds
Funds report holding 1 issues of WSFS FINANCIAL CORP's debt, $3.47M at fund-held market value — what funds hold, not the company's debt outstanding.
| Issue | Coupon | Matures | Funds | Fund-held |
|---|---|---|---|---|
| WSFS Financial Corp | 5.375%Variable | 2035-12-15 | 1 | $3.47M |
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”.
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