{"filings":[{"id":1829596,"accession_number":"0000828944-26-000026","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2026-07-23T20:09:22+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q2 2026 EPS $1.63, ROA 1.52%; fiduciary assets top $100B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $1.63, up from $1.27 in 2Q 2025; net income $84.4M vs $72.3M a year ago.","Total net revenue $282.5M, up 5.6% YoY; net interest income $192.5M, fee revenue $90.0M.","Provision for credit losses $5.0M vs recovery of $2.0M in 1Q 2026 and $12.6M in 2Q 2025.","ROA 1.52%, ROE 12.4%; efficiency ratio 58.8%.","Fiduciary assets surpassed $100 billion during the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1002399,"accession_number":"0000828944-26-000020","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2026-06-11T21:13:59+00:00","items":["7.01"],"status":"ready","headline":"WSFS partners with Elan for credit cards, sells $36.3M portfolio; expects $1.7M gain","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["WSFS subsidiary enters partnership with Elan (U.S. Bank) to issue WSFS-branded credit cards.","Agreement to sell existing credit card portfolio with outstanding balance of $36.3M as of May 31, 2026.","Anticipates Q2 2026 gain of ~$1.7M and provision release of ~$1.3M from this transaction.","Company expects no material impact on financial results moving forward."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":528198,"accession_number":"0000828944-26-000018","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2026-05-19T20:42:44+00:00","items":["5.07"],"status":"ready","headline":"WSFS Financial holds 2026 annual meeting; stockholders elect directors, approve say-on-pay, ratify KPMG","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Eleuthère l. du Pont, Michelle Hong, and David G. Turner as directors for three-year terms; each received over 40M votes for.","Advisory say-on-pay proposal passed with 45.15M votes for, 0.49M against, and 0.05M abstentions.","Ratification of KPMG as independent auditor for FY2026 approved with 47.05M for, 1.47M against, 8.8K abstentions.","Broker non-votes totaled ~2.84M on director elections and say-on-pay; none on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99105,"accession_number":"0000828944-26-000013","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q1 2026 EPS $1.64, ROA 1.61%; Board hikes dividend 18%, authorizes 15% buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $86.8M, EPS $1.64 vs $1.12 in 1Q2025 and $1.34 in 4Q2025; ROA 1.61% up from 1.29% year ago.","Total net revenue $275.3M, up 7.5% YoY; fee revenue $90.1M (32.7% of total) grew 11.4% YoY.","Recovery of credit losses $2.0M vs provision expense of $17.4M in 1Q2025; noninterest expense $162.8M.","Board approved 18% dividend increase to $0.25/sh; new 15% share buyback authorization also announced.","Pre-provision net revenue (non-GAAP) $112.5M vs $104.3M in 1Q2025; efficiency ratio improved to 59.0%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114926,"accession_number":"0000828944-26-000007","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"CEO Rodger Levenson adopts 10b5-1 plan for up to 65,446 shares from June 2026 to June 2027","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan covers potential exercise of vested stock options and sale of up to 65,446 shares.","Sales may occur between June 10, 2026 and June 30, 2027.","Levenson currently holds ~247,000 shares; post-plan retains well above 100,000 share ownership guideline.","Plan adopted for personal financial and estate planning; no CEO departure indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114925,"accession_number":"0000828944-26-000003","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports Q4 2025 EPS of $1.34, full-year EPS $5.09; driven by loan and deposit growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $72.7M, diluted EPS $1.34, ROA 1.33% (vs Q4 2024: $64.2M, $1.09, 1.21%).","Full-year 2025 net income $287.3M, EPS $5.09, ROA 1.36% (vs 2024: $263.7M, $4.41, 1.27%).","Net interest income $187.4M in Q4, up 5.2% YoY from $178.2M; total net revenue $271.9M.","Provision for credit losses was $12.7M, compared to $6.6M in Q3 2025 and $8.0M in Q4 2024.","Fee revenue $84.5M (31% of total net revenue); efficiency ratio improved to 59.5% from 64.6% a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":5.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131322,"accession_number":"0001552781-25-000459","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WSFS closes $200M 5.375% senior notes due 2035, to repay $150M notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Completed public offering of $200M aggregate principal 5.375% Fixed-to-Floating Rate Senior Unsecured Notes due 2035 on Dec 11, 2025.","Notes fix at 5.375% to Dec 15, 2030, then float at 3M SOFR + 189bps, maturing Dec 15, 2035.","Net proceeds will repay $150M of 2.75% Fixed-to-Floating Senior Notes due 2030 and for general corporate purposes.","Joint book-running managers: Piper Sandler, Keefe Bruyette & Woods, RBC Capital Markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131321,"accession_number":"0001552781-25-000446","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"WSFS proposes offering of Fixed-to-Floating Rate Senior Unsecured Notes due 2035","summary_kind":"llm","event_type":"debt","confidence":"low","bullets":["Filed preliminary prospectus supplement for a new series of Fixed-to-Floating Rate Senior Unsecured Notes due 2035.","Investor presentation dated December 2025 filed as Exhibit 99.1 to support the proposed offering.","No principal amount, interest rate, or use of proceeds disclosed in the 8-K body.","The offering is proposed; final terms will be set at pricing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131320,"accession_number":"0001552781-25-000436","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-12-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS furnishes fixed income investor presentation; no new material disclosure","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Fixed income investor presentation dated December 4, 2025 made available.","No updated financial guidance, earnings results, or operational targets disclosed.","Presentation contains standard company overview and capital structure details."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131319,"accession_number":"0000828944-25-000010","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"WSFS appoints Michelle Hong to Board effective Dec 1, 2025; 11 of 12 directors now independent","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michelle Hong appointed to Board of Directors, effective Dec 1, 2025, with committee assignments to be determined later.","Hong brings experience as corporate director of PECO, Exelon, and former founding partner at Northern Trust Philadelphia.","Board expands to 12 members; 11 of 12 are independent.","Hong will stand for reelection at the 2026 Annual Meeting of Stockholders.","She holds a J.D. from Harvard Law School and a B.A. from Duke University."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":131318,"accession_number":"0000828944-25-000007","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports 3Q 2025 EPS of $1.37, up 27% YoY; ROA 1.44%, NIM 3.91%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $76.4M, diluted EPS $1.37 vs $1.08 in 3Q24; ROA rose to 1.44% from 1.22%.","Net interest income $184.0M, up from $177.5M YoY; total net revenue $270.5M.","Provision for credit losses fell to $6.6M from $18.4M in 3Q24; asset quality improved.","Fee revenue $86.5M (31.9% of total revenue), slightly below $90.2M in 3Q24.","PPNR $107.4M vs $103.9M YoY; efficiency ratio 60.2%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147896,"accession_number":"0001628280-25-035922","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q2 2025 EPS $1.27, ROA 1.39%, returned $87.3M to shareholders","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $72.3M, diluted EPS $1.27 vs $1.12 in Q1 2025 and $1.16 a year ago.","Net interest margin 3.89%; net interest income $179.5M, up $4.3M QoQ.","Fee revenue $88.0M, +9% QoQ; driven by cash management and wealth fees.","Provision for credit losses $12.6M, down from $17.4M in Q1 2025.","Returned $87.3M to shareholders via dividends and share buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":2.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147895,"accession_number":"0001628280-25-034468","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-07-08T23:59:59+00:00","items":["2.02"],"status":"ready","headline":"WSFS sells $98M Upstart-sourced consumer loan portfolio; expects $4.3M charge-off, $4.8M provision release","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold $98.1M book of unsecured consumer loans originated through Upstart partnership.","Anticipates net charge-off of ~$4.3M against $9.1M reserves; provision release of ~$4.8M.","Portfolio in runoff since early 2024; sale accelerates exit from non-core consumer lending.","Ongoing impact from sale expected to be immaterial to financial results.","Q2 2025 results not yet finalized; actual charge-offs and provision release may differ."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166614,"accession_number":"0001628280-25-026828","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"WSFS stockholders elect four directors, approve say-on-pay and ratify KPMG at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rodger Levenson, Francis B. Brake, Karen Dougherty Buchholz, Christopher T. Gheysens elected as directors for terms ending 2028.","Advisory (non-binding) vote on named executive officer compensation approved with 50.3M for, 0.8M against.","Ratification of KPMG LLP as independent auditor for fiscal year 2025 approved with 52.6M for, 1.5M against.","All proposals passed with strong majority support; no broker non-votes on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166613,"accession_number":"0001628280-25-022662","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS furnishes May 2025 investor presentation; no material updates disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation is for use in Q2 2025 investor meetings; no specific financial results announced.","Exhibit 99.1 is a standard corporate overview; no earnings, M&A, or guidance changes included.","Filing under Item 7.01 (Regulation FD); information is furnished, not filed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":166612,"accession_number":"0001628280-25-019667","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q1 EPS $1.12, ROA 1.29%; Board raises dividend 13% and authorizes 10% share buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $65.9M, diluted EPS $1.12 vs $1.09 a year ago; total net revenue $256.1M (+2% YoY).","Net interest margin 3.88%; fee revenue 31.5% of total net revenue; PPNR $104.3M.","Board approved 13% increase in quarterly dividend and authorization to repurchase up to 10% of outstanding shares.","Provision for credit losses $17.4M, up from $8.0M in Q4 2024 and $15.1M in Q1 2024.","Noninterest expense $151.8M; efficiency ratio 59.2% vs 59.3% a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184033,"accession_number":"0001628280-25-002631","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2025-01-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q4 2024 EPS $1.09, ROA 1.21%; full-year EPS $4.41, record wealth revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net income $64.2M, diluted EPS $1.09 (vs $1.05 YoY), ROA 1.21%.","Full-year 2024 net income $263.7M, EPS $4.41, ROA 1.27% (vs 1.33% in 2023).","Net interest income $178.2M (flat YoY); fee revenue $83.3M (down 4.5% YoY).","Provision for credit losses fell sharply to $8.0M from $24.8M YoY.","Noninterest expense rose to $169.1M (up 14.6% YoY); efficiency ratio worsened to 64.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200645,"accession_number":"0001628280-24-043941","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"WSFS names James Wechsler as EVP, Chief Commercial Banking Officer effective Jan 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephen P. Clark steps down as CCBO on Dec 31, 2024, will remain as Senior Advisor.","Wechsler has been with WSFS since 2010, most recently COO of Commercial Banking.","Wechsler will report to COO Art Bacci and oversee C&I Banking, CRE, Treasury, Capital Markets, Equipment Finance.","Clark served 45 years in banking, 22 at WSFS; transition part of succession planning."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":200644,"accession_number":"0001628280-24-043621","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q3 2024 EPS $1.08, net income $64.4M; ROA 1.22% and efficiency ratio 61.1% worsen","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $64.4M; diluted EPS $1.08, down from $1.16 in Q2 2024 and $1.22 in Q3 2023.","Total net revenue $267.7M (up 5% YoY); fee revenue $90.2M (up 24% YoY).","ROA 1.22% (vs 1.34% Q2 and 1.45% year ago); ROE 10.0% (vs 11.4% Q2 and 12.6% year ago).","Efficiency ratio worsened to 61.1% from 58.5% in Q2 and 54.6% a year ago; noninterest expense rose to $163.7M.","Provision for credit losses flat YoY at $18.4M; net interest income $177.5M, up from Q2 but down YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":3.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216647,"accession_number":"0001628280-24-034331","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-08-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS furnishes investor presentation; no material new financial data disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation dated August 2, 2024, furnished under Item 7.01 for use in third-quarter 2024 meetings.","No specific financial results, guidance changes, or material events are included in the filing.","Presentation covers general company overview; no earnings data or material updates provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":216646,"accession_number":"0001628280-24-032983","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports Q2 2024 EPS $1.16, ROA 1.34%, fee revenue growth driven by acquisitions","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $69.3M, diluted EPS $1.16 vs $1.12 in Q2 2023.","Total net revenue $266.0M, up 7% YoY; fee revenue $91.6M (+37%) helped by acquisition.","Net interest income $174.4M, down 4% YoY; net interest margin 3.85%.","Provision for credit losses $19.8M, up from $15.8M in Q2 2023.","Efficiency ratio 58.5%; pre-provision net revenue (PPNR) $110.3M, up 3% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":2.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236325,"accession_number":"0001628280-24-024544","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"WSFS appoints David Burg as CFO effective Aug 15, promotes Bacci to COO and Hopkins to Wealth Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Burg named EVP and CFO, effective August 15, 2024; previously Citigroup executive.","Burg receives base salary of $575,000, sign-on bonus of $575,000, and RSU/PSU grants totaling over $1.4M.","Arthur J. Bacci promoted to EVP and COO, succeeding interim CFO role; base salary raised to $597,000.","Jamie P. Hopkins promoted to EVP and Chief Wealth Officer, leading Wealth management segment.","Leadership changes aim to support next phase of growth and succession planning."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236324,"accession_number":"0001628280-24-023969","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"WSFS Financial stockholders elect four directors, approve say-on-pay, ratify KPMG","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four directors elected with overwhelming support: Anat Bird (97.5%), Jennifer W. Davis (86.0%), Michael J. Donahue (98.6%), Lynn B. McKee (93.6%).","Advisory vote on named executive officer compensation approved: 50.9M for, 1.3M against, 90K abstain (97.3% of votes cast).","Ratification of KPMG as independent auditor for FY2024 approved: 54.0M for, 1.6M against, 48K abstain (97.1% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":236323,"accession_number":"0001628280-24-018158","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports Q1 2024 EPS of $1.09, ROA 1.28%, annualized loan growth 7%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to WSFS of $65.8M vs. $62.4M in 1Q23; diluted EPS $1.09 vs. $1.01 YoY.","Net interest income $175.3M down from $182.5M YoY; fee revenue $75.9M up from $63.1M YoY.","Provision for credit losses $15.1M vs. $29.0M YoY; noninterest expense $149.1M vs. $133.0M YoY.","Annualized loan growth of 7% for the quarter; pre-provision net revenue $102.1M vs. $112.6M YoY.","Efficiency ratio 59.3% vs. 54.0% YoY; return on average equity 10.7% vs. 11.2% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253988,"accession_number":"0001628280-24-012833","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-03-25T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS furnishes investor presentation for Q1 2024 roadshows","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated March 25, 2024, furnished but not filed under Item 7.01.","No specific financial results, guidance changes, or material events disclosed in the filing.","Presentation intended for use during investor and analyst meetings in Q1 2024.","Content of the presentation was not provided; no numbers or new information available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253987,"accession_number":"0001628280-24-002231","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports Q4 2023 EPS $1.05, full-year EPS $4.40; NIM 3.99%, ROA 1.25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS of $1.05 for Q4 2023 vs $1.37 in Q4 2022; full-year 2023 EPS $4.40 vs $3.49 in 2022.","Net interest income $178.1M in Q4 2023, down from $193.9M in Q4 2022; net interest margin 3.99% vs 4.26%.","Fee revenue increased to $87.2M in Q4 from $64.9M in Q4 2022, driven by card and wealth management.","Provision for credit losses $24.8M in Q4 vs $13.4M in Q4 2022; noninterest expense $147.6M vs $132.9M.","Pre-provision net revenue $117.7M in Q4 vs $125.9M; ROA 1.25% vs 1.69%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":271457,"accession_number":"0001628280-23-034897","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-10-23T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q3 EPS $1.22, ROA 1.45%; fee revenue up 9% QoQ, NIM 4.08%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $1.22, up from $1.12 in Q2 2023 and $1.16 in Q3 2022; net income $74.2M.","Net interest income $182.6M, net interest margin 4.08%; fee revenue $72.7M (+9% QoQ).","Provision for credit losses $18.4M (up from $7.5M a year ago); noninterest expense $139.7M.","Pre-provision net revenue (PPNR) $115.6M; ROA 1.45%, ROE 12.6%.","Efficiency ratio improved to 54.6% from 56.7% in Q2 2023; fee revenue 28.4% of total revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":3.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288317,"accession_number":"0001628280-23-033279","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K/A","filed_at":"2023-09-29T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"WSFS to hold annual say-on-pay votes after stockholder approval","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders at May 16, 2023 annual meeting approved annual frequency for advisory vote on executive compensation.","Board determined to hold non-binding advisory say-on-pay votes annually until next frequency vote.","8-K/A filed solely to disclose board's determination per Item 5.07(d); no other changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288320,"accession_number":"0001552781-23-000372","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-08-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"WSFS names Arthur Bacci Interim CFO after terminating Dominic Canuso without cause","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dominic Canuso terminated without cause as EVP, CFO, and Corporate Secretary; employment ends Aug 31, 2023.","Arthur J. Bacci, EVP & Chief Wealth Officer, appointed Interim CFO effective Aug 18, 2023; no extra compensation.","Termination stated as unrelated to financial results or reporting practices; severance per Executive Severance Policy.","Company begins search for permanent CFO; Bacci previously CEO of Principal Bank and CFO of Principal Trust."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288319,"accession_number":"0001628280-23-027094","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS furnishes Q2 2023 investor presentation; no financial details in filing text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Exhibit 99.1 is an investor presentation cover page titled '2Q 2023 Investor Update' dated August 2023.","The filing is under Item 7.01 for Regulation FD disclosure and does not include an earnings release.","Specific financial results (EPS, revenue, guidance) are not available from the provided exhibit text.","Presentation is intended for use during investor visits throughout Q3 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":288318,"accession_number":"0001628280-23-025473","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-07-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports Q2 EPS of $1.12, net revenue $248.7M, NIM 4.11%, ROA 1.36%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.12 vs $0.94 in 2Q22; net income $68.7M up 13% from $60.7M.","Net interest income $181.8M, NIM 4.11%; fee revenue $66.9M up 6% from Q1 2023.","Total net revenue $248.7M; provision for credit losses $15.8M vs $8.3M a year ago.","ROA 1.36% (up from 1.17% YoY), ROE 11.8% (up from 10.1% YoY).","Solid loan and deposit growth; efficiency ratio 56.7% (vs 59.3% in 2Q22)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":672683000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308786,"accession_number":"0001628280-23-019007","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-05-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"WSFS shareholders elect directors, approve say-on-pay and share plan amendment at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected three directors (du Pont, Foster, Turner) for terms through 2026; each received over 45M votes for.","Non-binding advisory vote on executive compensation passed with 50,993,316 in favor (97.3% of votes cast).","Shareholders voted for advisory votes every 1 year; 48,121,152 voted for 1-year frequency.","Approved amendment to 2018 Incentive Plan, increasing shares available for issuance.","Ratified KPMG LLP as independent auditor for FY2023 with 55,026,929 votes for (98.0% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":308785,"accession_number":"0001628280-23-012582","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-04-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q1 2023 EPS $1.01, net income $62.4M, provision for credit losses rises to $29.0M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.01, net income $62.4M, ROA 1.27% for Q1 2023.","Total net revenue $245.7M vs $258.8M in Q4 2022; net interest income $182.5M.","Provision for credit losses $29.0M, up from $13.4M in Q4 2022 and $19.0M in Q1 2022.","Noninterest expense $133.0M relatively flat; efficiency ratio 54.0%.","Core results exclude $0.6M Visa derivative valuation adjustment."],"consensus_eps_estimate":null,"consensus_eps_actual":1.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":289510000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327569,"accession_number":"0001552781-23-000063","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-02-28T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"WSFS amends bylaws to allow 25% stockholder special meeting, adopt universal proxy rules","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders holding at least 25% of voting power may demand a special meeting.","Bylaws updated to comply with SEC universal proxy rules (Rule 14a-19) for contested elections.","Meetings may be held solely by remote communication; notices may be delivered electronically.","Advance notice for director nominations: 90-120 days before anniversary of prior annual meeting.","Directors and officers granted indemnification and expense advancement rights per DGCL."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327568,"accession_number":"0001628280-23-003149","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-02-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS furnishes Q4 2022 investor presentation; financial details not disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation furnished under Item 7.01 Regulation FD, not filed or incorporated by reference.","Management will use the presentation during Q1 2023 investor and analyst meetings.","No specific earnings results or forward guidance are provided in the filing text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327566,"accession_number":"0001628280-23-001650","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K/A","filed_at":"2023-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WSFS reports Q4 2022 EPS $1.37; net revenue $258.8M; NIM 4.49%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $1.37, up 18% from $1.16 in Q3 2022 and 16% from $1.18 in Q4 2021.","Net interest income $193.9M, NIM expanded to 4.49% from 4.02% in Q3 2022.","Total net revenue $258.8M; fee revenue $64.9M (25% of total).","ROA 1.69%, ROE 15.7%; efficiency ratio 51.2%.","Provision for credit losses $13.4M vs $7.5M in Q3; net income $84.4M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":963949000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":327567,"accession_number":"0001628280-23-001605","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q4 2022 EPS $1.37, ROA 1.69%; NIM rises to 4.49% on loan growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2022 diluted EPS $1.37 vs $1.16 in Q3 2022 and $1.18 in Q4 2021.","Net interest income $193.9M; net interest margin (NIM) expanded to 4.49%.","Total net revenue $258.8M; fee revenue $64.9M (25.0% of total).","Full year 2022 net income $222.4M ($3.49 EPS) vs $271.4M ($5.69 EPS) in 2021.","Provision for credit losses $13.4M; efficiency ratio improved to 51.2%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":963949000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345267,"accession_number":"0001628280-22-027226","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS Financial furnishes Q3 2022 investor presentation; no financial details disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Agenda includes Q3 2022 highlights, financial review, business lines, market overview, balance sheet, and guidance.","No specific financial results, earnings per share, or guidance changes are provided in the filing.","Presentation intended for use during investor visits throughout Q4 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345264,"accession_number":"0001628280-22-026994","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K/A","filed_at":"2022-10-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"WSFS Q3 2022 EPS $1.16, net income $73.4M, NIM 3.99%, ROA 1.44%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $73.4M, diluted EPS $1.16, ROA 1.44%, ROE 12.4% for Q3 2022.","Net interest income $176.8M (+15% QoQ) with NIM expanded to 3.99%; total net revenue $239.5M.","Fee revenue $62.7M (26.1% of total revenue), efficiency ratio improved to 55.4%.","Credit provision $7.5M vs recovery of $21.3M in 3Q21; PPNR $106.6M.","Includes $2.6M corporate development (Bryn Mawr Trust) and $2.3M Visa derivative adjustment."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":685976000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345266,"accession_number":"0001628280-22-026888","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-10-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q3 EPS $1.16, ROA 1.44%, NIM expands to 3.99%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.16 vs $0.94 in Q2 2022; net income $73.4M.","Net interest income $176.8M, total net revenue $239.5M, fee revenue 26.1% of total.","PPNR (pre-provision net revenue) $106.6M, up from $91.6M in Q2.","Efficiency ratio improved to 55.4% from 59.3% in Q2.","Corporate development and restructuring expense $2.6M related to Bryn Mawr Trust combination."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":685976000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":345265,"accession_number":"0001628280-22-026375","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-10-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"WSFS Financial EVP Chief Retail Banking Officer Rick Wright to retire; Shari Kruzinski named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rick Wright, EVP Chief Retail Banking Officer, will retire effective Dec. 31, 2022.","Shari Kruzinski named EVP Chief Consumer Banking Officer, overseeing retail, consumer, small business, mortgage.","New enterprise-wide division formed under interim leadership of Ollie Sommer, covering customer experience, marketing, community strategy.","Kruzinski started at WSFS in 1989 as floating teller; most recently Chief Customer Officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361725,"accession_number":"0001628280-22-023274","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-08-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS files Q2 2022 investor deck; no financial results disclosed in 8-K","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing is an investor presentation for Q2 2022, dated August 18, 2022.","Presentation intended for routine investor and analyst meetings during Q3 2022.","No specific financial figures, guidance changes, or material events are included in the filing.","The presentation does not contain new information beyond previously reported results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361724,"accession_number":"0001628280-22-019367","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-07-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports 2Q22 EPS $0.94, ROA 1.17%; board boosts dividend 15%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $60.7M; diluted EPS $0.94; PPNR $91.6M.","Net interest income $153.6M, fee revenue $72.0M, total net revenue $225.6M.","Provision for credit losses $8.3M, down from $19.0M in 1Q22.","Board approved 15% dividend increase and new 10% share repurchase authority.","Corporate development/restructuring expense $10.3M related to Bryn Mawr Trust combination."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":436760000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381126,"accession_number":"0001628280-22-014531","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"WSFS shareholders elect directors, approve executive compensation and KPMG at 2022 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All five director nominees (Brake, Bucholz, Calderin, Gheysens, Levenson) elected for terms ending 2025.","Advisory vote on named executive officer compensation passed: 54.2M for, 0.7M against, 92K abstain.","Ratification of KPMG as independent auditor for FY 2022 passed: 57.4M for, 1.6M against, 18K abstain.","Broker non-votes totaled 4.0M for director election and compensation proposals.","Annual meeting held May 11, 2022; all three proposals approved by stockholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381125,"accession_number":"0001628280-22-011935","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"WSFS Financial furnishes Q1 2022 investor presentation; no material new data","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["WSFS filed an investor presentation dated May 3, 2022 for use in Q2 2022 roadshow.","The provided excerpt shows only the cover slide; no financial results or guidance are included.","No material new information is disclosed in the furnished presentation.","The presentation is available on the company's investor relations website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":381124,"accession_number":"0001628280-22-009923","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-04-21T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS reports Q1 GAAP net income of $3.8M ($0.06 EPS); includes $51.6M merger costs from Bryn Mawr Trust close","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net interest income $138.6M, up 28% QoQ from $108.2M; total net revenue $199.1M.","Provision for credit losses of $19.0M vs. recovery of $8.1M in Q4 2021.","Noninterest expense $174.5M, including $51.6M corporate development & restructuring costs.","Pre-provision net revenue (PPNR) of $24.7M; GAAP ROA 0.07% and ROE 0.6%.","Successful close and integration of Bryn Mawr Trust on Jan 1, 2022; diversified deposit and loan mix."],"consensus_eps_estimate":null,"consensus_eps_actual":0.06,"consensus_revenue_estimate":null,"consensus_revenue_actual":204711000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399146,"accession_number":"0001628280-22-006555","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K/A","filed_at":"2022-03-17T23:59:59+00:00","items":["9.01","2.01"],"status":"ready","headline":"WSFS files pro forma financials for Bryn Mawr merger completed Jan 1, 2022","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Unaudited pro forma combined balance sheet and income statements for 9mo2021 and FY2020 filed as Exhibit 99.2.","Merger of BMBC with and into WSFS completed January 1, 2022; WSFS is accounting acquirer.","Filing amends original 8-K (Item 2.01) to provide previously deferred pro forma financials.","No specific financial figures disclosed in filing text; exhibit contains full statements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399151,"accession_number":"0001628280-22-004904","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-03-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"WSFS names Christine E. Davis as EVP, Chief Risk Officer effective March 28, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Christine E. Davis promoted to EVP, Chief Risk Officer, succeeding Michael P. Reed who returns to Covington & Burling.","Davis has nearly 23 years at WSFS, most recently as Chief Auditor; she will lead all risk management functions.","John E. Kveragas, Jr. named SVP, Chief Auditor, replacing Davis; previously Chief Audit Officer at Bryn Mawr Trust.","Transition effective March 28, 2022; Davis becomes third Executive Leadership Team member promoted from within."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399150,"accession_number":"0001628280-22-004714","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-03-02T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"WSFS adopts new Executive Leadership Team Incentive Plan; terminates Integration RSU Plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New ELTIP includes STI bonuses based on core ROA, ROTCE, EPS growth and a strategic goal, each 25% weighting.","CEO Rodger Levenson awarded PSUs with max value $1,983,600; CFO Dominic Canuso PSUs max $417,060.","LTI awards include RSUs vesting over 3 years and PSUs vesting based on cumulative core ROA vs. KRX Index.","Integration Performance RSU Plan terminated; 20% of awards will performance vest and become service-based.","Board and Committee approved the changes on February 24, 2022, effective upon execution of termination agreements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":399149,"accession_number":"0001628280-22-001183","cik":828944,"company_name":"WSFS FINANCIAL CORP","ticker":"WSFS","form_type":"8-K","filed_at":"2022-01-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"WSFS Q4 EPS $1.18, record full-year net income $271.4M; closes Bryn Mawr Trust acquisition Jan 1","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $56.3M (diluted EPS $1.18); full-year record net income $271.4M (ROA 1.82%).","Total net revenue $154.3M (NII $108.2M, fee income $46.0M); recovery of credit losses $8.1M.","Efficiency ratio improved to 58.5% from 65.5% QoQ; PPNR $63.8M vs $50.7M prior quarter.","Includes $15.0M recovery of legal settlement (Charter Oak) and $6.7M restructuring expense (Bryn Mawr Trust combination).","Successfully closed acquisition of Bryn Mawr Bank Corporation (Bryn Mawr Trust) on January 1, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":5.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":641849000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3684200000.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-01-24T23:59:59+00:00|399149"}