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 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.
Morgan Stanley Smith Barney LLC Executive Financial Services reported intent to sell 62,470 shares of Common Stock on 06/10/2026 under a Form 144 notice. The filing also references 2,976 shares related to previously exercised options on 02/27/2026.
This notice lists the planned sale date and the source of the shares as an Exercise of Stock Options and identifies the seller as a broker/dealer entity. The filing is a regulatory sales notice and does not itself execute the transaction.
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 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.