WSFS FINANCIAL CORP(WSFS)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
WSFS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for WSFS FINANCIAL CORP (WSFS), a Financials sector company. WSFS is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), WSFS FINANCIAL CORP reports quarterly revenue of $275.3M, net income of $86.8M, an operating margin of 41.6%. Top institutional holders of WSFS by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. WSFS trades on the Nasdaq exchange and files with the SEC under CIK 828944. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WSFS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WSFS FINANCIAL CORP directly from SEC EDGAR. WSFS FINANCIAL CORP's 13F Pro composite quality score has ranged between 54 and 74 since 2023, currently 68.7 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.
Revenue
Q1 2026
$275.3M
Net Income
Q1 2026
$86.8M
Free Cash Flow
Q1 2026
$85.5M
Operating Margin
Q1 2026
41.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
Net Income
+21.0% YoYEPS (Diluted)
+26.1% YoYTotal Assets
+3.4% YoYOp. Cash Flow
-50.7% YoY| Metric | FY 2023 | FY 2022 | FY 2021 | FY 2018 | FY 2017 | FY 2015 |
|---|---|---|---|---|---|---|
| Revenue | — | $963.9M +50.2% | $641.8M +40.9% | $455.5M +20.1% | $379.4M +39.0% | $272.8M |
| Net Income | $269.2M +21.0% | $222.4M -18.1% | $271.4M +101.5% | $134.7M +168.2% | $50.2M -6.1% | $53.5M |
| EPS (Diluted) | $4.40 +26.1% | $3.49 -38.7% | $5.69 +35.8% | $4.19 +168.6% | $1.56 -15.7% | $1.85 |
| Total Assets | $20.59B +3.4% | $19.91B +26.2% | $15.78B +117.7% | $7.25B +3.6% | $7.00B +25.3% | $5.58B |
| Operating Cash Flow | $237.0M -50.7% | $480.9M +282.7% | $125.6M -7.3% | $135.6M +4.2% | $130.2M +75.5% | $74.2M |
AI Insight: WSFS Financial Trends
Net income surged 25% year-over-year to $87M in Q1 2026, while operating cash flow doubled to $86M despite equity staying flat.
• Net income grew from $66M (Q1 2025) to $87M (Q1 2026), a 32% increase over four quarters.
• Operating cash flow averaged $56M over the past four quarters, up sharply from $29M average in prior year.
• Equity remained stable at $2.7B across 2025–Q1 2026, indicating disciplined capital management.
⚠ Operating cash flow volatility persists: ranged $3M–$122M quarterly. Q1 2026's $86M spike needs sustainability confirmation.
AI Insight: WSFS Ratio Trends
WSFS returned to growth in Q1 2026, with ROE jumping 220bp to 12.8% and ROA hitting a series high of 1.6%.
• ROE rebounded from 10.6% in Q4 2025 to 12.8% in Q1 2026, highest level since TTM baseline of 11.3%.
• ROA improved to 1.6% in Q1 2026, up from 1.4% in Q4 2025 and matching TTM level, signaling asset productivity gains.
• ROIC climbed 260bp to 16.8% in Q1 2026, exceeding TTM benchmark of 15.0% and Q3 2025 peak of 14.6%.
⚠ ROE and ROIC troughed in Q4 2024–Q1 2025 (9.9% and 13.0%) before recovery; confirm if Q1 2026 reflects genuine improvement or seasonal strength.
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Available Research
13F Pro tracks comprehensive data for WSFS FINANCIAL CORP including:
Top Institutional Holders of WSFS
BlackRock, Inc.
$500.8M7,650,537 shDIMENSIONAL FUND ADVISORS LP
$233.1M3,560,556 shVANGUARD PORTFOLIO MANAGEMENT LLC
$213.3M3,257,822 shSTATE STREET CORP
$190.0M2,902,744 shFRANKLIN RESOURCES INC
$168.6M2,575,172 shVANGUARD CAPITAL MANAGEMENT LLC
$155.0M2,367,989 shNOMURA ASSET MANAGEMENT INTERNATIONAL INC.
$101.0M1,542,692 shGEODE CAPITAL MANAGEMENT, LLC
$89.1M1,360,553 shInvesco Ltd.
$61.9M944,868 shPZENA INVESTMENT MANAGEMENT LLC
$57.5M878,588 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $500.8M | 7,650,537 |
| DIMENSIONAL FUND ADVISORS LP | $233.1M | 3,560,556 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $213.3M | 3,257,822 |
| STATE STREET CORP | $190.0M | 2,902,744 |
| FRANKLIN RESOURCES INC | $168.6M | 2,575,172 |
| VANGUARD CAPITAL MANAGEMENT LLC | $155.0M | 2,367,989 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $101.0M | 1,542,692 |
| GEODE CAPITAL MANAGEMENT, LLC | $89.1M | 1,360,553 |
| Invesco Ltd. | $61.9M | 944,868 |
| PZENA INVESTMENT MANAGEMENT LLC | $57.5M | 878,588 |
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Popular Research
Is WSFS a good stock to buy?
13F Pro's AI-powered analysis of WSFS FINANCIAL CORP (WSFS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WSFS are available on the WSFS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WSFS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WSFS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WSFS FINANCIAL CORP's investment landscape.