Highest-materiality recent filing
WSFS Q2 2026 EPS $1.63, ROA 1.52%; fiduciary assets top $100B
Diluted EPS of $1.63, up from $1.27 in 2Q 2025; net income $84.4M vs $72.3M a year ago.
WSFS partners with Elan for credit cards, sells $36.3M portfolio; expects $1.7M gain
WSFS subsidiary enters partnership with Elan (U.S. Bank) to issue WSFS-branded credit cards.
Elected Eleuthère l. du Pont, Michelle Hong, and David G. Turner as directors for three-year terms; each received over 40M votes for.
WSFS Q1 2026 EPS $1.64, ROA 1.61%; Board hikes dividend 18%, authorizes 15% buyback
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.
CEO Rodger Levenson adopts 10b5-1 plan for up to 65,446 shares from June 2026 to June 2027
Plan covers potential exercise of vested stock options and sale of up to 65,446 shares.
WSFS reports Q4 2025 EPS of $1.34, full-year EPS $5.09; driven by loan and deposit growth
Q4 net income $72.7M, diluted EPS $1.34, ROA 1.33% (vs Q4 2024: $64.2M, $1.09, 1.21%).
WSFS closes $200M 5.375% senior notes due 2035, to repay $150M notes due 2030
Completed public offering of $200M aggregate principal 5.375% Fixed-to-Floating Rate Senior Unsecured Notes due 2035 on Dec 11, 2025.
WSFS proposes offering of Fixed-to-Floating Rate Senior Unsecured Notes due 2035
Filed preliminary prospectus supplement for a new series of Fixed-to-Floating Rate Senior Unsecured Notes due 2035.
WSFS furnishes fixed income investor presentation; no new material disclosure
Fixed income investor presentation dated December 4, 2025 made available.
WSFS appoints Michelle Hong to Board effective Dec 1, 2025; 11 of 12 directors now independent
Michelle Hong appointed to Board of Directors, effective Dec 1, 2025, with committee assignments to be determined later.
WSFS reports 3Q 2025 EPS of $1.37, up 27% YoY; ROA 1.44%, NIM 3.91%
Net income $76.4M, diluted EPS $1.37 vs $1.08 in 3Q24; ROA rose to 1.44% from 1.22%.
WSFS Q2 2025 EPS $1.27, ROA 1.39%, returned $87.3M to shareholders
Net income $72.3M, diluted EPS $1.27 vs $1.12 in Q1 2025 and $1.16 a year ago.
Sold $98.1M book of unsecured consumer loans originated through Upstart partnership.
WSFS stockholders elect four directors, approve say-on-pay and ratify KPMG at 2025 annual meeting
Rodger Levenson, Francis B. Brake, Karen Dougherty Buchholz, Christopher T. Gheysens elected as directors for terms ending 2028.
WSFS furnishes May 2025 investor presentation; no material updates disclosed
Presentation is for use in Q2 2025 investor meetings; no specific financial results announced.
WSFS Q1 EPS $1.12, ROA 1.29%; Board raises dividend 13% and authorizes 10% share buyback
Net income $65.9M, diluted EPS $1.12 vs $1.09 a year ago; total net revenue $256.1M (+2% YoY).
WSFS Q4 2024 EPS $1.09, ROA 1.21%; full-year EPS $4.41, record wealth revenue
Q4 2024 net income $64.2M, diluted EPS $1.09 (vs $1.05 YoY), ROA 1.21%.
WSFS names James Wechsler as EVP, Chief Commercial Banking Officer effective Jan 1, 2025
Stephen P. Clark steps down as CCBO on Dec 31, 2024, will remain as Senior Advisor.
WSFS Q3 2024 EPS $1.08, net income $64.4M; ROA 1.22% and efficiency ratio 61.1% worsen
Net income of $64.4M; diluted EPS $1.08, down from $1.16 in Q2 2024 and $1.22 in Q3 2023.
WSFS furnishes investor presentation; no material new financial data disclosed
Investor presentation dated August 2, 2024, furnished under Item 7.01 for use in third-quarter 2024 meetings.
WSFS reports Q2 2024 EPS $1.16, ROA 1.34%, fee revenue growth driven by acquisitions
Net income $69.3M, diluted EPS $1.16 vs $1.12 in Q2 2023.
David Burg named EVP and CFO, effective August 15, 2024; previously Citigroup executive.
WSFS Financial stockholders elect four directors, approve say-on-pay, ratify KPMG
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%).
WSFS reports Q1 2024 EPS of $1.09, ROA 1.28%, annualized loan growth 7%
Net income attributable to WSFS of $65.8M vs. $62.4M in 1Q23; diluted EPS $1.09 vs. $1.01 YoY.
WSFS furnishes investor presentation for Q1 2024 roadshows
Presentation dated March 25, 2024, furnished but not filed under Item 7.01.
WSFS reports Q4 2023 EPS $1.05, full-year EPS $4.40; NIM 3.99%, ROA 1.25%
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.
WSFS Q3 EPS $1.22, ROA 1.45%; fee revenue up 9% QoQ, NIM 4.08%
Diluted EPS of $1.22, up from $1.12 in Q2 2023 and $1.16 in Q3 2022; net income $74.2M.
WSFS to hold annual say-on-pay votes after stockholder approval
Stockholders at May 16, 2023 annual meeting approved annual frequency for advisory vote on executive compensation.
WSFS names Arthur Bacci Interim CFO after terminating Dominic Canuso without cause
Dominic Canuso terminated without cause as EVP, CFO, and Corporate Secretary; employment ends Aug 31, 2023.
WSFS furnishes Q2 2023 investor presentation; no financial details in filing text
Exhibit 99.1 is an investor presentation cover page titled '2Q 2023 Investor Update' dated August 2023.
WSFS reports Q2 EPS of $1.12, net revenue $248.7M, NIM 4.11%, ROA 1.36%
Diluted EPS $1.12 vs $0.94 in 2Q22; net income $68.7M up 13% from $60.7M.
Elected three directors (du Pont, Foster, Turner) for terms through 2026; each received over 45M votes for.
WSFS Q1 2023 EPS $1.01, net income $62.4M, provision for credit losses rises to $29.0M
Diluted EPS $1.01, net income $62.4M, ROA 1.27% for Q1 2023.
WSFS amends bylaws to allow 25% stockholder special meeting, adopt universal proxy rules
Stockholders holding at least 25% of voting power may demand a special meeting.
WSFS furnishes Q4 2022 investor presentation; financial details not disclosed in filing
Presentation furnished under Item 7.01 Regulation FD, not filed or incorporated by reference.
WSFS reports Q4 2022 EPS $1.37; net revenue $258.8M; NIM 4.49%
Diluted EPS of $1.37, up 18% from $1.16 in Q3 2022 and 16% from $1.18 in Q4 2021.
WSFS Q4 2022 EPS $1.37, ROA 1.69%; NIM rises to 4.49% on loan growth
Q4 2022 diluted EPS $1.37 vs $1.16 in Q3 2022 and $1.18 in Q4 2021.
WSFS Financial furnishes Q3 2022 investor presentation; no financial details disclosed
Agenda includes Q3 2022 highlights, financial review, business lines, market overview, balance sheet, and guidance.
WSFS Q3 2022 EPS $1.16, net income $73.4M, NIM 3.99%, ROA 1.44%
Net income $73.4M, diluted EPS $1.16, ROA 1.44%, ROE 12.4% for Q3 2022.
WSFS Q3 EPS $1.16, ROA 1.44%, NIM expands to 3.99%
Diluted EPS $1.16 vs $0.94 in Q2 2022; net income $73.4M.
Rick Wright, EVP Chief Retail Banking Officer, will retire effective Dec. 31, 2022.
WSFS files Q2 2022 investor deck; no financial results disclosed in 8-K
Filing is an investor presentation for Q2 2022, dated August 18, 2022.
WSFS reports 2Q22 EPS $0.94, ROA 1.17%; board boosts dividend 15%
Net income $60.7M; diluted EPS $0.94; PPNR $91.6M.
WSFS shareholders elect directors, approve executive compensation and KPMG at 2022 annual meeting
All five director nominees (Brake, Bucholz, Calderin, Gheysens, Levenson) elected for terms ending 2025.
WSFS Financial furnishes Q1 2022 investor presentation; no material new data
WSFS filed an investor presentation dated May 3, 2022 for use in Q2 2022 roadshow.
Net interest income $138.6M, up 28% QoQ from $108.2M; total net revenue $199.1M.
WSFS files pro forma financials for Bryn Mawr merger completed Jan 1, 2022
Unaudited pro forma combined balance sheet and income statements for 9mo2021 and FY2020 filed as Exhibit 99.2.
WSFS names Christine E. Davis as EVP, Chief Risk Officer effective March 28, 2022
Christine E. Davis promoted to EVP, Chief Risk Officer, succeeding Michael P. Reed who returns to Covington & Burling.
WSFS adopts new Executive Leadership Team Incentive Plan; terminates Integration RSU Plan
New ELTIP includes STI bonuses based on core ROA, ROTCE, EPS growth and a strategic goal, each 25% weighting.
WSFS Q4 EPS $1.18, record full-year net income $271.4M; closes Bryn Mawr Trust acquisition Jan 1
Q4 net income $56.3M (diluted EPS $1.18); full-year record net income $271.4M (ROA 1.82%).
The appointment follows Stephen P. Clark notifying the Company on October 24, 2024 that he is stepping down from the position of CCBO, effective December 31, 2024. The Company expects that Mr. Clark will continue to serve as a Senior Advisor to the Company following the transition.
On October 28, 2024, WSFS Financial Corporation (the “Company”) announced the appointment of James J. Wechsler to the position of Executive Vice President, Chief Commercial Banking Officer (“CCBO”) of the Company and Wilmington Savings Fund Society, FSB, effective January 1, 2025.
On May 21, 2024, the Company announced the appointment of Arthur J. Bacci, who currently serves as the Company’s Executive Vice President, Chief Wealth Officer and Interim Chief Financial Officer, as the Company’s Executive Vice President, Chief Operating Officer.
On May 21, 2024, WSFS Financial Corporation (the “Company”) announced its appointment of David Burg as the Company’s Executive Vice President and Chief Financial Officer.
terminated without cause the employment of Dominic C. Canuso as the Company’s Executive Vice President, Chief Financial Officer and Corporate Secretary.
Effective August 18, 2023, Arthur J. Bacci, age 64, the Company’s current Executive Vice President and Chief Wealth Officer, will also serve as the Interim Chief Financial Officer of the Company.
On October 12, 2022, Richard M. Wright notified WSFS Financial Corporation (the “Company”) of his decision to retire as the Company’s Executive Vice President and Chief Retail Banking Officer, effective December 31, 2022.
WSFS Financial Corporation (the “Company”) announced on March 3, 2022 that Christine E. Davis has been named Executive Vice President, Chief Risk Officer (“CRO”) and will lead all risk management functions of the Company.
Ms. Davis will assume the role of CRO effective March 28, 2022 following Michael P. Reed’s decision to return to his previous role as partner in the financial services and corporate groups at Covington & Burling, LLP.
the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time
the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time
the board of directors of WSFS (the “Board”) increased the number of directors that comprised the Board to 14 directors, an increase of three, and appointed each of Francis J. Leto, Diego F. Calderin and Lynn B. McKee to fill the new seats on the Board, effective as of the Effective Time
Max materiality 0.75 · Median 0.55 · Most common event earnings