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WSFS Bank

Regional bank and wealth management services

Overview

WSFS Bank provides commercial and consumer banking, treasury management, and trust and wealth management services in the Greater Philadelphia and Delaware Valley. It supports customers through a network of banking offices and a range of subsidiaries, offering products like mortgages, cash management, investments, and fiduciary services via Bryn Mawr Trust and WSFS Wealth. The company differentiates itself by being the region’s oldest continuously operating bank with the same name, combining local retail banking with extensive wealth management and fiduciary capabilities. Its goal is to serve individuals, businesses, and institutions in the Delaware Valley with a full suite of financial services backed by deep regional roots and a broad service footprint.

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About WSFS Bank

Simplify's Rating
Why WSFS Bank is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Wilmington, Delaware

Founded

1832

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Simplify's Take

What believers are saying

  • 1Q 2026 EPS hit $1.64, ROA reached 1.61%, and deposits and fees grew.
  • 2Q 2026 net income rose to $84.4 million, with buybacks returning $76.6 million.
  • Board raised the dividend 18% in April 2026 and authorized a new 15% buyback.

What critics are saying

  • 1Q 2026 included restructuring expenses from a property sale and real-estate write-down.
  • WSFS still faces phishing, social engineering, and cyberattacks, flagged in April 2026 filings.
  • Regional concentration in Greater Delaware Valley leaves WSFS exposed to local deposit and credit shocks.

What makes WSFS Bank unique

  • WSFS operated 87 banking offices across Delaware, Pennsylvania, and New Jersey in 2025.
  • Cash Connect grew smart safe units 20% in 2025, reinforcing niche payments infrastructure.
  • Core fee businesses, especially Wealth & Trust and Capital Markets, drove 1Q 2026 growth.

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Funding

Total Funding

$200M

Above

Industry Average

Funded Over

1 Rounds

Post IPO Debt funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Debt Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • Health Savings Account/Flexible Spending Account
  • Paid Vacation
  • Paid Holidays
  • Paid Sick Leave
  • Parental Leave
  • Wellness Program
  • 401(k) Retirement Plan

Stock Price

Company News

Yahoo Finance
Oct 22nd, 2026
WSFS Financial misses Q3 revenue estimates at $287.6M, but adjusted EPS beats by 8%

WSFS Financial (NASDAQ:WSFS) reported third-quarter 2026 revenue of $287.6 million, up 5.5% year on year but 0.6% below analyst estimates of $289.3 million. Adjusted earnings per share were $1.75, 8% above the $1.62 consensus. Net interest income rose 6.8% to $196.6 million, and net interest margin held at 3.9%. Tangible book value per share was $32.67, missing estimates of $34.59. The stock was flat at $77.52 after the results, giving the bank a market value of $3.92 billion. Chief executive officer Rodger Levenson said core earnings per share rose 25% year on year. Fee growth in the wealth and trust business reached 30%, and the bank repurchased nearly 6% of its shares in the first three quarters of 2026.

Yahoo Finance
Oct 15th, 2026
WSFS Bank and Bryn Mawr Trust open five Signature Banking Offices combining banking and wealth advice

WSFS Financial Corporation today introduced five Signature Banking Offices, a new branch concept that combines WSFS Bank with its wealth management arm, Bryn Mawr Trust. Clients can plan, borrow, save, and manage their wealth at one location. The first offices will open in Greenville, Delaware; Ardmore, Bryn Mawr, and Narberth, Pennsylvania; and Medford Lakes, New Jersey. "By bringing our teams together under one roof, we're giving our Associates the tools, expertise, and collaborative support they need to deliver truly holistic solutions to our clients," said Jamie Hopkins, chief wealth officer at WSFS and Bryn Mawr Trust. WSFS Bank has 87 branches across the Greater Philadelphia and Delaware region, and nearly 490 ATMs.

Yahoo Finance
Jul 30th, 2026
WSFS Financial beats Q2 estimates with $285M revenue as analysts probe deposit costs and margin defence

WSFS Financial reported second-quarter revenue of $285.2 million, beating analyst estimates of $278.7 million, whilst adjusted earnings per share came in at $1.66 versus expectations of $1.50. CEO Rodger Levenson credited the performance to robust fee-based businesses and disciplined deposit cost management, highlighting the company's ability to win new mandates in wealth and trust services. CFO David Burg noted net interest margin expansion driven by reduced client deposit costs and higher investment yields. During the earnings call, analysts pressed management on deposit cost trajectory amid rising competition, loan growth sustainability, expense variability, and the long-term outlook for fee income. Burg acknowledged that whilst WSFS has lowered deposit costs, increasing competition may require higher pricing, though margins should remain stable overall. The company maintains a market capitalisation of $4.14 billion.

Yahoo Finance
Jul 23rd, 2026
WSFS Financial Q2 revenue beats estimates, up 5.4% to $282.5M year-on-year

WSFS Financial reported second quarter revenue of $282.5 million, beating analyst estimates and representing 5.4% year-on-year growth. The regional banking company's GAAP profit of $1.63 per share exceeded consensus estimates by 7.8%. Net interest income reached $192.5 million, surpassing analyst expectations of $187.5 million with 7.2% year-on-year growth. The company's net interest margin came in at 3.9%, beating the 3.8% estimate. Founded in 1832 as Wilmington Savings Fund Society, WSFS Financial operates community banking and wealth management services primarily in the Mid-Atlantic region through its subsidiary, WSFS Bank. The company has a market capitalisation of $4.10 billion.

Business Wire
Apr 23rd, 2026
WSFS reports $1.64 EPS and 1.61% ROA, approves 18% dividend increase and 15% buyback

WSFS Financial Corporation reported first-quarter 2026 earnings per share of $1.64 and return on average assets of 1.61%. Core EPS reached $1.68, up 17% from the fourth quarter of 2025 and 49% year-over-year. The Wilmington-based bank holding company posted strong deposit growth of 5% quarter-over-quarter, with noninterest demand deposits rising 14%. Commercial and industrial loans grew 2% during the quarter. Wealth and Trust fees increased 25% year-over-year, whilst net interest income rose 6% compared to the prior-year period. The board approved an 18% dividend increase to $0.20 per share and authorised a new share buyback programme covering 15% of outstanding shares. During the quarter, WSFS repurchased $85 million of common stock and paid $9 million in dividends.

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