Company WSFS Financial Corporation

WSFS

US9293281021

Banks

Market Closed - Nasdaq Other stock markets 04:00:00 2024-12-06 pm EST			5-day change	1st Jan Change
59.55 ^USD	+0.42%		-0.78%	+29.65%

Dec. 03	WSFS Financial Corporation Announces Executive Appointments	CI
Nov. 08	Wsfs Financial Insider Sold Shares Worth $467,198, According to a Recent SEC Filing	MT

Business description: WSFS Financial Corporation

WSFS Financial Corporation is a savings and loan holding company. The Company operates through its subsidiary, Wilmington Savings Fund Society, FSB (the Bank). The Companyâs segments include WSFS Bank, Cash Connect and Wealth Management. The WSFS Bank segment provides loans and leases, deposits and other financial products to commercial and consumer customers. WSFS Bank also offers a variety of consumer loan products, retail securities and insurance brokerage services through its branches, and mortgage and title services through WSFS Mortgage. Its Cash Connect segment provides ATM vault cash, smart safe and cash logistics services in the United States, servicing non-bank ATMs and smart safes nationwide and supporting ATMs for WSFS Bank Customers. The Wealth Management segment provides a range of planning and advisory services, investment management, personal and institutional trust services, and credit and deposit products to individual, corporate, and institutional clients.

Number of employees: 2,229

Sales by Activity: WSFS Financial Corporation

Fiscal Period: December	2019	2020	2021	2022	2023
WSFS Bank	512M	426M	625M	679M	678M
Wealth Management	62.42M	62.17M	85.64M	177M	211M
Cash Connect	44.22M	41M	44.29M	48.83M	69.43M
Inter-Segment	-11.45M	-15.7M	-18.58M	-29.8M	-31.7M

See all business segments

Geographical breakdown of sales: WSFS Financial Corporation

Fiscal Period: December	2019	2020	2021	2022	2023
United States	607M	514M	736M	875M	927M

See all geographic segments

Managers: WSFS Financial Corporation

Director	Title	Age	Since
Rodger Levenson CEO	Chief Executive Officer	63	2018-12-31
Jasmine Yu CIO	Chief Investment Officer	-	2024-06-04
Arthur Bacci DFI	Director of Finance/CFO	65	2023-08-17
Lisa Brubaker CTO	Chief Tech/Sci/R&D Officer	60	2018-04-30
Jamie Hopkins PRN	Corporate Officer/Principal	-	2023-09-30

See WSFS FINANCIAL CORPORATION governance

Members of the board: WSFS Financial Corporation

Manager	Title	Age	Since
Jennifer Davis BRD	Director/Board Member	53	2009-01-31
Anat Bird BRD	Director/Board Member	72	2010-04-28
Thère du Pont BRD	Director/Board Member	57	2013-04-24
David Turner BRD	Director/Board Member	59	2013-04-24
Francis Brake BRD	Director/Board Member	60	2014-04-24
Rodger Levenson CHM	Chairman	63	2019-12-31
Christopher Gheysens BRD	Director/Board Member	53	2017-06-21
Michael Donahue BRD	Director/Board Member	65	2019-02-28
Karen Buchholz BRD	Director/Board Member	57	2019-02-28
Nancy Foster BRD	Director/Board Member	62	2020-11-22

Composition of the Board of Directors

Shareholders: WSFS Financial Corporation

Name	Equities	%	Valuation
BlackRock Advisors LLC 14.05 %	8,327,719	14.05 %	409 M $
Vanguard Fiduciary Trust Co. 11.84 %	7,019,682	11.84 %	345 M $
DFA Australia Ltd. 6.372 %	3,776,773	6.372 %	186 M $
STATE STREET CORPORATION 5.113 %	3,030,372	5.113 %	149 M $
Fiduciary Trust Company International 4.694 %	2,782,098	4.694 %	137 M $

List of WSFS FINANCIAL CORPORATION shareholders

Company details: WSFS Financial Corporation

WSFS Financial Corp.

WSFS Bank Center 500 Delaware Avenue

19801, Wilmington

+302 792 6000

http://www.wsfsbank.com

address WSFS Financial Corporation(WSFS)

Group companies: WSFS Financial Corporation

Name	Category and Sector
Wilmington Savings Fund Society, FSB Wilmington Savings Fund Society, FSB Regional BanksFinance Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE.	Regional Banks
1832 Holdings, Inc.

Name

Category and Sector

Regional Banks

1832 Holdings, Inc.

See all subsidiaries

Retail & Mortgage Banks

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
WSFS FINANCIAL CORPORATION	+0.42%	-0.78%	+47.29%	+17.09%	3.51B
AL RAJHI BANKING AND INVESTMENT CORPORATION	+0.33%	+0.22%	+21.25%	+6.63%	97.22B
CAPITEC BANK HOLDINGS LIMITED	+0.86%	+1.71%	+69.86%	+78.32%	21.36B
FEDERAL NATIONAL MORTGAGE ASSOCIATION	+9.64%	-12.78%	+281.18%	+195.26%	15.67B
ABSA GROUP LIMITED	+6.76%	+12.64%	+11.32%	+30.18%	8.95B
PENNYMAC FINANCIAL SERVICES, INC.	+1.18%	-0.06%	+33.84%	+55.42%	5.49B
LIC HOUSING FINANCE LIMITED	+0.40%	+0.38%	+26.94%	+69.33%	4.17B
WALKER & DUNLOP, INC.	+0.87%	-1.26%	+19.52%	-27.61%	3.67B
CATHAY GENERAL BANCORP	+0.98%	-1.10%	+34.03%	+17.68%	3.66B
PNB HOUSING FINANCE LIMITED	+2.13%	+8.01%	+22.77%	+76.29%	2.96B
Average	+2.36%	+0.55%	+56.80%	+51.86%	16.66B
Weighted average by Cap.	+1.71%	-0.06%	+52.76%	+38.93%