Highest-materiality recent filing
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.
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.
Max materiality 0.75 · Median 0.55 · Most common event earnings