WSFS FinancialWSFS
WSFS
About: WSFS Financial Corp is a savings and loan holding company. The company operates in three segments: WSFS Bank provides loans and leases and other financial products to commercial and consumer customers. Cash Connect segment provides ATM vault cash, smart safe, and other cash logistics services; and Wealth Management provides a broad array of planning and advisor services, investment management, personal and institutional trust services, and credit and deposit products to individuals, corporate, and institutional clients. Majority revenue is generated from WSFS Bank segment.
Employees: 2,229
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
181% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 16
72% more call options, than puts
Call options by funds: $826K | Put options by funds: $479K
13% more funds holding
Funds holding: 232 [Q2] → 261 (+29) [Q3]
6% more capital invested
Capital invested by funds: $2.53B [Q2] → $2.68B (+$152M) [Q3]
1.02% less ownership
Funds ownership: 89.68% [Q2] → 88.66% (-1.02%) [Q3]
30% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 99
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$54
2%
upside
Avg. target
$54
2%
upside
High target
$54
2%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Keefe, Bruyette & Woods Kelly Motta 55% 1-year accuracy 11 / 20 met price target | 2%upside $54 | Market Perform Reiterated | 29 Oct 2024 |
Financial journalist opinion
Based on 5 articles about WSFS published over the past 30 days
Neutral
Business Wire
2 days ago
WSFS Appoints Owen Mathews as Corporate Development Officer
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, is pleased to announce the appointment of Owen Mathews to the position of Senior Vice President, Corporate Development Officer, reporting to Arthur Bacci, Executive Vice President and Chief Operating Officer. In his new role, Mathews will be responsible for helping drive growth and expansion through mergers and acquisitions, strategic partnerships, joint ventures, and other growth-rela.
Neutral
Business Wire
1 week ago
WSFS Strengthens Commercial and Risk Leadership Teams to Support Next Phase of Growth
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced today several promotions within the Commercial Banking and Risk leadership teams, effective January 1, 2025, as the Company prepares for its next phase of growth. Jim Gise will become Executive Vice President, Director of Corporate & Specialty Banking, reporting to Jim Wechsler, Executive Vice President, Chief Commercial Banking Officer. Gise will also serve as Deputy Chi.
Neutral
Business Wire
1 week ago
Bryn Mawr Trust Welcomes Tony Lunger, Mark Gerstenschlager, and Pamela Opalach to Wealth Advisory Team
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, announced the addition of three highly respected financial professionals to its growing team. Tony Lunger has joined as Senior Vice President and Wealth Director, Mark Gerstenschlager as Senior Vice President and Senior Investment Advisor, and Pamela Opalach as Vice President and Senior Financial Associate. Lunger, Gerstenschlager, and Opalach join Bryn Mawr Trust after decades o.
Neutral
Business Wire
2 weeks ago
Bryn Mawr Trust Survey Reveals Americans Value Digital Assets at $191,516 on Average, But Gaps Exist in Digital Asset Awareness and Estate Planning
WILMINGTON, Del.--(BUSINESS WIRE)--According to a new survey from Bryn Mawr Trust, a WSFS Company (Nasdaq: WSFS), Americans have little awareness about the importance of digital estate planning, despite placing a high monetary value on their digital assets. The survey found that Americans estimate a value of $191,516 on average for digital assets, however, 76% reported having little or no knowledge of digital estate planning. The data also uncovered opportunities for financial advisors to bring.
Neutral
Business Wire
2 weeks ago
WSFS Appoints New Chief Marketing Officer and Chief Community Impact Officer
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, announced that accomplished financial marketing leader Lynn Hobson has joined WSFS as Chief Marketing Officer effective December 2, 2024. WSFS' former Chief Marketing Officer Justin Dunn has assumed the newly created role of Chief Community Impact Officer. These moves ensure WSFS will continue to maximize its impact in the Greater Philadelphia and Delaware region. As Senior Vice Presid.
Neutral
Business Wire
1 month ago
Bryn Mawr Trust Continues Adding Advisory Business Talent to Meet Growth Demands
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is consistently adding new talent across several teams as it grows its advisory business and wealth management services. “Bryn Mawr Trust remains focused on growth and expansion by recruiting, attracting, and hiring exceptional talent to strategically position us as a frontrunner in wealth management services and solidify our status as the premier firm in the region,” said Jamie P.
Neutral
Business Wire
1 month ago
WSFS Management to Hold Meetings with Investors at Piper Sandler's East Coast Financial Services Conference
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation (Nasdaq: WSFS), the parent company of WSFS Bank, will participate at Piper Sandler's East Coast Financial Services Conference. Rodger Levenson, WSFS' Chairman, President and Chief Executive Officer, David Burg, Executive Vice President, Chief Financial Officer, and Art Bacci, Executive Vice President, Chief Operating Officer, will host discussions with investors on November 14, 2024, in Naples, Florida. Presentation Materials: WSFS w.
Neutral
Business Wire
1 month ago
WSFS CARES Foundation Supports Community Organizations with $105K in Third Quarter Grants
WILMINGTON, Del.--(BUSINESS WIRE)--The WSFS CARES Foundation, the charitable giving arm of WSFS Bank (Nasdaq: WSFS), announced it has provided grants to two organizations as part of its continuing series of philanthropic activities by WSFS and the Foundation. The grants, approved in the third quarter by the WSFS CARES Foundation board, will support the following organizations: Pathways to Success ($160,000 Grant to be paid over two years) Pathways to Success, based in Georgetown, Del., was esta.
Neutral
Business Wire
1 month ago
WSFS Bank Announces Promotion of James J. Wechsler to Executive Vice President, Chief Commercial Banking Officer
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Bank, the primary subsidiary of WSFS Financial Corporation (Nasdaq: WSFS), today announced that James (Jim) Wechsler has been named Executive Vice President, Chief Commercial Banking Officer, effective January 1, 2025. In his new role, Wechsler will join the Executive Leadership Team, reporting to Art Bacci, Executive Vice President and Chief Operating Officer and oversee Commercial & Industrial Banking, Commercial Real Estate, Treasury Management, Ca.
Neutral
Seeking Alpha
1 month ago
WSFS Financial Corporation (WSFS) Q3 2024 Earnings Call Transcript
WSFS Financial Corporation (NASDAQ:WSFS ) Q3 2024 Earnings Conference Call October 25, 2024 1:00 PM ET Company Participants Rodger Levenson - Chairman, President and Chief Executive Officer David Burg - Executive Vice President, Chief Financial Officer Steve Clark - Executive Vice President, Chief Commercial Banking Officer Conference Call Participants Russell Gunther - Stephens Kate Ashley - KBW Sharanjit Cheema - D.A. Davidson Frank Schiraldi - Piper Sandler Operator Thank you for standing by and welcome to the WSFS Financial Corporation Third Quarter Earnings Call.
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