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WSFS · Wsfs Financial Corp

Track WSFS — free
$75.94 -1.40 (-1.81%)
Market Cap
$3.97B
Shares
51.09M
Volume · Oct 6 101.82K Avg daily vol (3M) 389.78K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$77.34 Open$77.61 Day$76.98–78.06 52W close$50.35–82.29 Avg vol 30d353K Short int2.6M · 5.1% float · 7.9d Short vol63% Last earningsJul 24, 2026 DataJan 2020–Oct 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Oct 21, 2026 Est · unconfirmed · in 2 wks
filed Aug 5, 2026
call held Jul 24, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.10B
Trailing 12 months
Net income (TTM)
$320.35M
Trailing 12 months
Revenue growth YoY
+5.6%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
13.0
Trailing earnings · reciprocal yield 7.7%
FCF yield
6.1%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-8.6%
Year over year · fewer shares
Price change (1Y)
+43.4%
Trailing year
Short interest
5.1%
Latest settlement · 7.9 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 24, 2026
Q2 FY26

TL;DR. WSFS raised its 2026 outlook across most metrics, including lifting ROA to 1.50%+ with potential upside and deposit growth to high single digits from mid single digits, while core EPS grew 31% year-over-year and fee revenue rose on 17% Wealth and Trust growth.

Bullish
  • + Raised 2026 ROA outlook to 1.50%+ with potential upside.
  • + Raised 2026 deposit growth outlook to high single digits from mid single digits.
  • + Raised 2026 NIM outlook to approximately 3.85% on deposit and loan momentum.
  • + Core EPS grew 31% year-over-year with core ROA of 1.55% and core ROTCE of 20.2%.
  • + Wealth and Trust fees grew 17% year-over-year as fiduciary assets surpassed $100 billion.
  • + Lowered 2026 net charge-off outlook to 15–25 bps from prior range.
Bearish
  • − Unrealized write-down of an equity investment reduced core EPS by $0.03.
  • − Management cited elevated deposit competition that may pressure deposit pricing.
  • − Quarter-end deposit balances reflected elevated transactional activity, raising sustainability questions.

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +9%
above
Price vs 50-day avg −3%
below
RSI (14) 46
neutral
MACD trend Negative
52-week position 85%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −3%
trailing
6-month return +12%
trailing
YTD return +40%
this year
Relative strength 0%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $79 › 200d $71 — 50d above 200d
Institutional flow Accumulating
3 of 356 funds reported for Sep 30 · net +3.3K sh shares
Insider flow Distributing
Net -$544.1K over 90 days · 100% sells
Short interest Rising
5.05% of float · ▲ +9.2% MoM · 7.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
356 holders — near 3-yr high, broad support
Squeeze score 72
high risk · 0–100
Fundamentals
Excellent
Revenue growth +50%
Y/Y
EPS growth +15%
Y/Y
Free cash flow $213.6M
Valuation P/E 13
in line
Balance sheet $462.4M
net cash
Quant / Vol
risk profile
Very Low
Volatility 23%
annualized · 1-yr
Max drawdown −12%
past year
ATR 1.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Jul 23, 2026
ROA · 2026 Non-GAAP at least 1.5%
Net Charge-offs · 2026 Non-GAAP 0.15% – 0.25%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+9% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
46 Neutral
MACD trend
Negative Bearish
52-week position
85% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $79 › 200d $71 — 50d above 200d
Institutional flow Accumulating
3 of 356 funds reported for Sep 30 · net +3.3K sh shares
Insider flow Distributing
Net -$544.1K over 90 days · 100% sells
Short interest Rising
5.05% of float · ▲ +9.2% MoM · 7.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
356 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $50 Now $77 · 85% Range high $82
vs 200-day avg +9% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
WSFS
Wsfs Financial Corp
this stock
$3.97B +40.0% +50.2% 13.0 5.1%
MFG
Mizuho Financial Group Inc
$133.98B +50.7% — — 0.1%
HDB
Hdfc Bank Ltd
$118.26B -39.5% -3.2% — 0.7%
CIXPF
CaixaBank/ADR
$103.83B +16.0% — — 0.1%
IBN
Icici Bank Ltd
$100.21B -6.9% — — 0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
356
% held
92.8%
Reported
3 of 356
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
359
View
Short & Settlement
Short Interest Rising
Shares short
2.6M
Days to cover
7.9d
Change
+218.1K sh
View
Short Volume
Short vol %
63%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
103
Value
$8.1K
As of
Sep 3, 2026
View
Off-Exchange
Off-exchange %
30.8%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$544.1K
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Sell
Member
Lisa McClain
Amount
$1.0K–$15.0K
Traded
Oct 31, 2025
View
Financials
Financials
Revenue (FY)
$963.9M
Net income (FY)
$287.3M
EPS diluted
$5.09
View
Buybacks
Authorized
shares 1.1M
View
Filings
SEC Filings
Latest
8-K
Filed
Oct 6, 2026
This year
11
View
Proposed Sales
Value
$286.1K
Shares
3.5K
Filed
Jul 28, 2026
View
Earnings & Events
Webcasts
Last webcast
Jul 24, 2026
View
Investor Relations
Latest news
WSFS Announces Executive Leadersh…
Published
Oct 6, 2026
View

Performance

5D 20D 120D MTD YTD
WSFS +1.2% -2.6% +11.7% +2.3% +40.0%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY 0.0% -3.2% +0.1% +0.7% +26.4%

Capital returns

Buyback program · as of Dec 31, 2015
Authorized
shares 1.06M
Spent (derived)
—
Remaining
—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 828944 CUSIP 929328102 13F (30d) 8 filings 8 filers Visit website Investor relations