Welcome to our dedicated page for WSFS FINANCIAL 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.
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.
WSFS Financial Corp reported that director Michael J. Donahue received an equity grant of 923 shares of Common Stock on August 7, 2026. The award is recorded at $81.27 per share and increases his directly held stake to 14,742 shares. The transaction is classified as a grant, award, or other acquisition and was not made under a Rule 10b5-1 trading plan.
WSFS Financial Corp director Karen Dougherty Buchholz reported a grant or award of 923 shares of common stock on 2026-08-07. The transaction is classified as a grant/award acquisition of non-derivative common stock held directly. Following this award, her direct holdings total 29,641 shares of WSFS common stock.
WSFS Financial Corp director Anat Bird reported an acquisition of 923 shares of common stock on August 7, 2026, described as a grant or award. The reported transaction price was $81.27 per share, bringing Bird’s directly held position to 26,811 shares of WSFS common stock.
WSFS Financial Corp director Francis B. Brake reported a grant of 923 shares of Common Stock on 2026-08-07, coded as a grant, award, or other acquisition. The shares were valued at $81.27 per share, bringing his directly held position to 21,312 shares after the transaction.
WSFS Financial Corporation reported higher earnings for the quarter and six months ended June 30, 2026. Second‑quarter net income attributable to WSFS was $84.4 million, up from $72.3 million a year earlier, and diluted EPS increased to $1.63 from $1.27. Net interest income rose to $192.5 million while the provision for credit losses declined to $5.0 million, supporting pre‑tax income of $111.1 million. Noninterest income was $90.0 million, including higher investment management and fiduciary fees, partly offset by lower card and ATM income and a $4.1 million unrealized loss on an equity investment.
At June 30, 2026, total assets were $22.65 billion and deposits were $19.00 billion, with noninterest‑bearing balances of $7.01 billion. Loans and leases, net of a $177.3 million allowance for credit losses, were $13.29 billion. Past‑due loans still accruing interest declined compared with year‑end 2025, and nonaccrual balances were largest in commercial and construction credits. Common stockholders received cash dividends totaling $0.37 per share year‑to‑date, and the company repurchased 2,243,574 shares under its board‑approved share repurchase plan, while accumulated other comprehensive loss widened mainly from unrealized losses on securities and cash flow hedges.
WSFS Financial Corp executive Shari Kruzinski, EVP and Chief Consumer Banking Officer, reported selling 3,500 shares of common stock on July 28, 2026 at a weighted-average price of $81.74 per share, with individual trade prices from $81.72 to $81.74.
After this sale, she held 15,207 shares directly, plus 2,135 shares held indirectly through a 401(k) plan.
WSFS Financial Corporation reported a planned sale of common stock by an affiliate. A brokerage account at Morgan Stanley Smith Barney LLC Executive Financial Services in New York is listed to sell 3,500 shares of common stock, with an aggregate market value of $286,084.05, to be sold on or after July 28, 2026 on the NASDAQ market. The shares come from 3,234 performance shares acquired on December 31, 2024 and 266 restricted stock shares acquired on March 15, 2025.
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 Corp President & CEO Rodger Levenson reported option exercises and share sales in company stock. He exercised employee stock options for 27,730 shares at $51.84 per share and 34,740 shares at $36.11 per share, converting derivative awards into common stock. He then sold a total of 65,446 shares of common stock in open‑market transactions at prices around $74 per share, pursuant to a pre‑arranged Rule 10b5‑1 trading plan adopted on March 11, 2026. After these transactions, he holds 186,088 shares directly and 1,917 shares indirectly through a 401(k) plan.
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.