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WSFS FINANCIAL (WSFS) SEC Filings

WSFS NASDAQ

WSFS Financial Corporation filings document the reporting obligations of a Nasdaq-listed bank holding company whose primary subsidiary is WSFS Bank. Its 8-K filings regularly furnish quarterly earnings releases, earnings supplements and Regulation FD presentation materials covering loan growth, deposits, fee income, credit conditions, capital actions and business-segment performance.

WSFS filings also cover proxy governance, director elections, executive compensation, board appointments, insider trading-plan disclosures, registered debt offerings and senior unsecured note financing. These records describe the company’s common stock, capital structure, corporate governance practices, risk disclosures and material events for its banking, Cash Connect, and Wealth and Trust businesses.

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WSFS Financial Corporation reported third-quarter net income attributable to WSFS of $89.3 million, compared with $76.4 million in 2025. Diluted earnings per share were $1.75 versus $1.37. Net interest income was $196.6 million versus $184.0 million, and investment management and fiduciary income was $53.9 million versus $41.3 million.

For the nine months ended September 30, 2026, net income attributable to WSFS was $260.5 million, compared with $214.7 million a year earlier. Operating cash flow was $244.2 million versus $167.5 million. At September 30, 2026, deposits totaled $18.384 billion and net loans and leases were $13.457 billion.

Quarterly other comprehensive results included $124.6 million of net unrealized losses on available-for-sale securities, versus $44.4 million of gains in 2025. WSFS attributed the losses to market interest-rate changes, not credit losses, and said it did not intend to sell the securities and was not more likely than not to be required to sell them before recovering their amortized cost basis. Total comprehensive loss was $41.9 million.

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WSFS Financial Corporation reported third-quarter 2026 diluted EPS of $1.75, up 27.7% year over year, and net income attributable to WSFS of $89.3 million, up 16.9%. Total net revenue was $287.6 million versus $270.5 million a year earlier. Net interest margin was 3.88%, down 3 basis points year over year, while Wealth and Trust fees rose 30% year over year. Core EPS, a non-GAAP measure, was $1.75, up 25.0% year over year.

Gross loans and leases were $13.7 billion at September 30, 2026, up 5% year over year. Client deposits were $18.4 billion, down 3% from June 30, 2026 and up 7% year over year; WSFS attributed the quarterly decline to the expected outflow of transactional deposits at the end of the prior quarter within WSFS Institutional Services and Commercial. Problem assets were $530.4 million, up from $472.9 million at June 30, 2026. The Common Equity Tier 1 capital ratio was 13.74%. WSFS returned $69.8 million through repurchases and dividends and approved a $0.20 quarterly dividend payable November 20, 2026, to holders of record November 6, 2026.

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WSFS Financial Corp reports that Michael Thompson, SVP, Interim CAO, directly held 3,400 shares of Common Stock as of October 6, 2026. The reported holdings include 1,685 restricted stock units, scheduled to vest as follows: 219 on April 15, 2027; 281 on each of April 15, 2027 and April 15, 2028; and 301, 301 and 302 on April 15, 2027, April 15, 2028 and April 15, 2029, respectively.

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WSFS Financial Corporation appointed Charles Mosher as Executive Vice President, Chief Audit Executive, and Michael Thompson as Senior Vice President, Interim Chief Accounting Officer, and promoted Lisa Washington to Executive Vice President, Chief Legal Officer and Corporate Secretary, effective October 6, 2026.

Mosher most recently served as Interim Chief Auditor and previously served as Chief Accounting Officer. Thompson most recently led Business Performance and Analysis; he previously held CFO and COO roles in Bryn Mawr Trust’s banking division and has nearly 30 years of banking experience. Washington has served as Chief Legal Officer since joining WSFS in 2019 and Corporate Secretary since 2023. Mosher will lead Internal Audit, and Washington will continue leading the Legal department.

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WSFS FINANCIAL CORP (WSFS) executive Arthur J. Bacci, EVP and COO, reported an indirect disposition of 3,898 shares of Common Stock on September 11, 2026 at $79.73 per share, representing units in the WSFS Financial Corporation 401(k) Savings and Retirement Plan. Following this transaction, he holds 31,569 shares directly and no longer reports indirect holdings through the 401(k) plan as of that date.

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WSFS FINANCIAL CORP (WSFS) director Michael J. Donahue reported selling 3,247 shares of common stock on September 10, 2026 in an open-market transaction at a weighted-average price of $79.46 per share. Following this sale, he directly holds 11,495 shares of WSFS common stock.

The reported price reflects multiple trades executed in a range from $79.44 to $79.48 per share. No Rule 10b5-1 trading plan is reported in connection with this transaction.

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WSFS Financial Corporation (WSFS) has filed an automatic shelf registration statement on Form S-3 as a well-known seasoned issuer, allowing it and/or future selling securityholders to offer, from time to time after effectiveness, an indeterminate aggregate dollar amount of various securities on a continuous or delayed basis.

The shelf covers senior and subordinated debt securities, preferred stock, depositary shares, common stock, warrants, stock purchase contracts, and units, which may be offered separately or in combination and may be convertible or exchangeable into other WSFS securities. Specific terms, prices, amounts, plans of distribution, and any selling securityholders will be detailed in future prospectus supplements, and net proceeds and intended uses (which may include general corporate purposes) will be described at that time.

WSFS is a Wilmington, Delaware-based savings and loan holding company whose main subsidiary is WSFS Bank, with $22.7 billion in assets and $101.7 billion in AUM/AUA as of June 30, 2026. It operates 114 offices across six states, and its common stock trades on Nasdaq under the symbol “WSFS.”

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WSFS FINANCIAL CORP (WSFS) reported an insider equity transaction by Executive Vice President and CFO David Burg. Burg had 5,610 shares of common stock withheld on August 15, 2026 to cover taxes due on vested restricted stock units, at a price of $81.66 per share. After this tax-withholding disposition, Burg directly holds 23,034 shares of WSFS common stock.

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DAVIS JENNIFER W reported acquisition or exercise transactions in this Form 4 filing.

WSFS Financial Corp director Jennifer W. Davis reported a grant or award of 923 shares of Common Stock on 2026-08-07 at $81.27 per share. Following this award, Davis directly holds 27,123 shares of WSFS Financial Corp common stock.

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WSFS Financial Corp director David G. Turner reported a grant or award of 923 shares of Common Stock on 2026-08-07 at a reported value of $81.27 per share. Following this acquisition, Turner directly holds 23,576 shares of WSFS Financial Corp common stock.

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FAQ

How many WSFS FINANCIAL (WSFS) SEC filings are available on StockTitan?

StockTitan tracks 85 SEC filings for WSFS FINANCIAL (WSFS), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for WSFS FINANCIAL (WSFS)?

The most recent SEC filing for WSFS FINANCIAL (WSFS) was filed on November 3, 2026.