Every 8-K that WSFS Financial Corp (WSFS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow WSFS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full WSFS filings page.
WSFS Financial Corporation reported strong second-quarter 2026 results, with diluted EPS of $1.63 and net income attributable to WSFS of $84.4 million. ROA was 1.52% and ROE 12.4%, while net interest income rose to $192.5 million and net interest margin was 3.87%.
Gross loans and leases reached $13.5 billion, up 1% from March 31, 2026, led by 10% Home Lending growth and 2% C&I growth. Total client deposits grew 3% sequentially and 11% year over year to $19.0 billion, with noninterest demand balances rising 10% quarter over quarter and representing 37% of deposits.
Asset quality improved, as problem assets fell to $472.9 million and nonperforming assets declined to 0.36% of total assets. The allowance for credit losses on loans and leases was $177.3 million, or 1.32% of the portfolio, covering 260% of nonaccruing loans.
Wealth and Trust fee revenue increased 17% year over year, and fiduciary assets surpassed $100 billion. Capital levels remained high with a CET1 ratio of 13.76%, while the company returned $76.6 million to shareholders in the quarter through $66.2 million of share repurchases and $10.4 million in dividends.
WSFS Financial Corporation announced that its subsidiary Wilmington Savings Fund Society, FSB entered into a partnership with U.S. Bank’s Elan Financial Services to issue WSFS‑branded credit cards. Elan will provide product expertise and network scale while WSFS continues to focus on personalized client service.
As part of the arrangement, the Bank agreed to sell its credit card portfolio to Elan. This portfolio had an outstanding book balance of $36.3 million as of May 31, 2026, and WSFS expects its second‑quarter 2026 results to include an estimated gain of about $1.7 million and a provision release of about $1.3 million from this transaction. The Company states it does not expect the partnership to have a material impact on its financial results going forward and notes that actual results may differ as second‑quarter 2026 financials are not yet finalized.
WSFS Financial Corporation held its 2026 Annual Meeting of Stockholders on May 14, 2026. Stockholders elected three directors—Eleuthère I. du Pont, Michelle Hong, and David G. Turner—for three-year terms ending at the 2029 Annual Meeting.
Stockholders also approved, on an advisory and non-binding basis, the compensation of the company’s named executive officers. In addition, they ratified the appointment of KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026.
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 Corporation disclosed that its Chairman, President and CEO, Rodger Levenson, has adopted a pre-arranged stock trading plan under Rule 10b5-1. The plan allows for the potential exercise of vested stock options and related sale of up to 65,446 shares of common stock between June 10, 2026 and June 30, 2027.
Levenson currently beneficially owns approximately 247,000 shares of WSFS common stock. Even if the full amount under the plan is sold, he would continue to hold common stock well above the company’s stock ownership guideline of 100,000 vested shares.
WSFS Financial Corporation filed a current report to share its latest quarterly results and investor materials. The company furnished a press release as Exhibit 99.1 announcing earnings for the quarter ended December 31, 2025, and an earnings release supplement as Exhibit 99.2.
These materials were provided under the non-filed disclosure Items 2.02 and 7.01, meaning they are supplied for informational purposes and are not automatically incorporated into other securities filings unless specifically referenced. Management expects to use the attached presentation and supplement when speaking with investors and analysts during the first quarter of 2026.
WSFS Financial Corporation completed a $200 million underwritten public offering of 5.375% Fixed-to-Floating Rate Senior Unsecured Notes due 2035. The company plans to use the net proceeds to repay $150 million of its outstanding 2.75% Fixed-to-Floating Rate Senior Notes due 2030, with the balance for general corporate purposes.
The new notes pay a fixed 5.375% interest rate until December 15, 2030, then a floating rate equal to a quarterly reset benchmark, expected to be Three-Month Term SOFR, plus 189 basis points until maturity on December 15, 2035. WSFS may redeem the notes at 100% of principal plus accrued interest on December 15, 2030 and on any scheduled interest payment date thereafter, in whole or in part, with any partial redemptions allocated pro rata among noteholders.
WSFS Financial Corporation appointed Michelle Hong to its Board of Directors, effective December 1, 2025. With her addition, the Board will have 12 members, 11 of whom are independent, including Ms. Hong.
As a non-employee director, Ms. Hong will receive cash and equity compensation as described in the Company’s 2025 Proxy Statement, prorated from her appointment date. She will stand for reelection at the 2026 Annual Meeting of Stockholders. The Company reported no arrangements leading to her selection and no related-party transactions requiring disclosure under Item 404(a). A press release announcing the appointment was furnished as Exhibit 99.1.
WSFS Financial Corporation furnished materials related to its quarterly results. On October 23, 2025, the company furnished a press release reporting earnings for the quarter ended September 30, 2025 as Exhibit 99.1.
It also furnished an earnings release supplement and investor presentation for use throughout the fourth quarter of 2025 as Exhibit 99.2. The information in these exhibits was furnished under Item 2.02 and Item 7.01 and is not deemed filed under the Exchange Act.
WSFS Financial Corp (NASDAQ: WSFS) disclosed in an 8-K that it has sold most of its remaining unsecured consumer loans originated through its partnership with Upstart Holdings. The portfolio carried an outstanding book balance of $98.1 million as of 31-May-2025. Management expects to record a net charge-off of roughly $4.3 million, which will be offset by a $4.8 million provision release against previously established reserves of $9.1 million. The action accelerates the runoff of a non-core consumer portfolio that has been in wind-down mode since early 2024. WSFS states the ongoing financial impact should be immaterial, and final second-quarter results may differ from these preliminary figures. The disclosure is furnished under Item 2.02 and is therefore not deemed filed for liability purposes under the Exchange Act.