Welcome to our dedicated page for Wsfs Finl SEC filings (Ticker: WSFS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for WSFS Financial Corporation (Nasdaq: WSFS), a multibillion-dollar savings and loan holding company and parent of WSFS Bank. These filings offer detailed information on the company’s financial condition, capital structure, governance and material events.
Investors can review current reports on Form 8-K, which WSFS uses to disclose items such as quarterly earnings releases, earnings supplements and investor presentations under Items 2.02 and 7.01. For example, recent 8-K filings report results for quarters ended June 30 and September 30, 2025 and furnish related presentation materials used in meetings with investors and analysts.
The filings also include transaction-related 8-Ks, such as the report dated December 11, 2025 describing the completion of WSFS Financial Corporation’s underwritten public offering of 5.375% Fixed-to-Floating Rate Senior Unsecured Notes due 2035. That filing outlines the terms of the notes, the senior debt indenture and supplemental indenture, the underwriting agreement and the company’s intended use of proceeds.
Corporate governance developments appear in Form 8-K disclosures on board changes, including the appointment of a new member to the Board of Directors and related compensation information. These documents help readers understand the composition and independence of the board.
On Stock Titan, WSFS filings are updated as they become available from EDGAR, and AI-powered summaries can help explain the key points in lengthy documents such as 8-Ks, registration statements and indenture descriptions. Users can quickly identify which filings relate to earnings, capital markets activity, governance or other material events and then drill down into the original SEC documents for full details.
WSFS Financial Corporation delivered stronger results for the quarter ended March 31, 2026, with net income of $86.8 million, up from $65.9 million a year earlier. Basic and diluted earnings per share were $1.64, compared with $1.13 and $1.12, reflecting higher profitability on a smaller share count.
Net interest income rose to $185.1 million, aided by a $2.0 million release of credit loss reserves, while noninterest income increased to $90.1 million on stronger investment management and fiduciary fees. Noninterest expenses grew to $162.8 million, driven mainly by higher compensation and loan workout costs.
Total assets reached $22.1 billion and deposits grew to $18.5 billion, with noninterest-bearing deposits of $6.4 billion. Loans and leases were broadly stable at $13.3 billion with an allowance for credit losses of $180.0 million. Operating cash flow improved sharply to $86.4 million, and the company returned capital through a $0.17 per share dividend and common share repurchases.
WSFS Financial Corp reported a Schedule 13G filing showing that Vanguard Capital Management beneficially owned 2,780,059 shares of Common Stock, representing 5.27% of the class as of 03/31/2026. The filer reports sole voting power for 412,070 shares and sole dispositive power for 2,780,059 shares. The filing is signed April 30, 2026, by Ashley Grim, Head of Global Fund Administration.
WSFS Financial Corp reported that Vanguard Portfolio Management beneficially owned 3,287,307 shares of Common Stock, representing 6.23% of the class as of 03/31/2026. The filer indicates sole dispositive power over 3,287,307 shares and sole voting power for 29,485 shares. The filing attributes ownership to Vanguard Portfolio Management LLC and specified affiliates and notes holdings include securities of Vanguard funds and managed accounts.
WSFS Financial Corporation reported strong first-quarter 2026 results, with diluted EPS of $1.64 and return on average assets of 1.61%. Total net revenue was $275.3 million, driven by net interest income of $185.1 million and fee revenue of $90.1 million, up 11% year over year.
Core EPS was $1.68, up 49% year over year, and core ROA reached 1.65%. Client deposits rose to $18.47 billion, up 5% from year end and 9% from a year earlier, with noninterest demand deposits up 29% year over year. Wealth and Trust fee revenue grew 25% year over year and client AUM/AUA reached $97.6 billion.
Credit quality metrics improved, with problem assets and delinquencies declining versus both prior quarter and prior year, and an allowance for credit losses of $180.0 million, or 1.36% of loans. Capital remained robust, with a 13.91% Common Equity Tier 1 ratio and tangible book value per share of $33.71.
The Board approved an 18% increase in the quarterly dividend to $0.20 per share and a new share repurchase authorization covering 15% of outstanding shares as of March 31, 2026. In the quarter, WSFS returned $94.0 million to stockholders through $85.0 million of buybacks and $9.0 million of dividends.
WSFS Financial Corp executive James J. Wechsler reported routine tax-related share withholdings rather than open-market sales. On April 15, 2026, a total of 511 shares of Common Stock were withheld at $69.07 per share to cover taxes on vested restricted stock units, according to the footnotes.
After these dispositions, Wechsler directly owns 8,032 shares of WSFS Financial Corp common stock and indirectly holds 679 shares through a 401K account. A footnote also notes that the reported balance was adjusted by one share due to a rounding correction.
WSFS Financial Corp Executive Vice President Jamie Patrick Hopkins reported routine tax-related share dispositions. On April 15, 2026, a total of 1,189 shares of WSFS common stock were withheld at $69.07 per share to cover taxes on vested restricted stock units. Following these tax-withholding dispositions, Hopkins directly owns 14,647 shares of WSFS common stock.
WSFS Financial Corp executive Allan Michael Junior Matyger, EVP and CIO, reported routine share dispositions tied to tax withholding rather than market sales. On April 15, 2026, a total of 474 shares of common stock were withheld at $69.07 per share to cover taxes due on vested restricted stock units, according to the footnotes. After these non-market transactions, he holds 4,645 shares directly and 973 shares indirectly through a 401(k) plan.
WSFS Financial Corp President & CEO Rodger Levenson reported routine tax-related share dispositions tied to equity compensation. On 2026-04-15, a total of 9,359 shares of Common Stock were withheld at $69.07 per share to cover taxes due on vested restricted stock units.
After these tax-withholding dispositions, Levenson directly owned 189,064 shares of Common Stock and indirectly held 1,917 shares through a 401k account. The filing shows no open-market purchases or sales, only shares withheld by the company to satisfy tax obligations on vesting.
WSFS Financial Corp executive Shari Kruzinski reported routine share dispositions tied to tax withholding, not open-market sales. On April 15, 2026, 1,605 shares of WSFS common stock were withheld at $69.07 per share to cover taxes on vested restricted stock units, according to the footnote.
After these tax-withholding dispositions, she directly holds 18,707 WSFS shares and indirectly holds 2,135 shares through a 401k plan. These entries reflect compensation-related tax settlements rather than discretionary buying or selling activity.
WSFS Financial Corp EVP and Chief Risk Officer Christine Davis had shares withheld to pay taxes on vested restricted stock units. On April 15, 2026, a total of 1,170 shares of common stock were withheld at $69.07 per share for tax obligations, not sold on the open market. After these tax-withholding dispositions, she holds 13,933 shares directly and 2,902 shares indirectly through a 401k plan.