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SEC EDGAR: CIK 828944WSFS stock profile & AI dashboard →

13F Pro Quality Score

Not in ranked universe

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

FY 2023
FY18 $455.5MFY21 $641.8MFY22 $963.9MFY23

Net Income

+21.0% YoY
$269.2MFY 2023
FY18 $134.7MFY21 $271.4MFY22 $222.4MFY23 $269.2M

EPS (Diluted)

+26.1% YoY
$4.40FY 2023
FY18 $4.19FY21 $5.69FY22 $3.49FY23 $4.40

Total Assets

+3.4% YoY
$20.59BFY 2023
FY18 $7.25BFY21 $15.78BFY22 $19.91BFY23 $20.59B

Op. Cash Flow

-50.7% YoY
$237.0MFY 2023
FY18 $135.6MFY21 $125.6MFY22 $480.9MFY23 $237.0M

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:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of WSFS

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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.