Is WSFS Financial Corporation (WSFS) a Buy, Sell, or Hold?
NASDAQ : WSFS
WSFS Financial Corporation — Institutional Ownership
$79.84 USD
$0.88 (1.11%)
- Volume
- 610.68K
- Average Volume
- 464.74K
- Market Capitalization
- $4.16B
- P/E Ratio
- 13.40
- Dividend Yield
- 0.89%
- Price Target
- $80.00
- Year High
- $82.30
- Year Low
- $49.92
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.12
- Current Ratio
- $0.31
Institutional Ownership Summary
Institutional Ownership %
1.94%
Investors Holding
58
change: -272 | last: 330
Increased Positions
27
change: -136 | last: 163
Reduced Positions
10
change: -101 | last: 111
New Positions
13
change: -43 | last: 56
Sold Positions
284
change: 242 | last: 42
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: 0 | last: 0
Total Invested
78.93M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-04-30 | Vanguard Capital Management | 2.78M | 5.27% |
| 2026-04-29 | Vanguard Portfolio Management | 3.29M | 6.23% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2024-10-17 | STATE STREET CORPORATION | 3.03M | 5.10% |
| 2023-01-24 | (1) BlackRock, Inc. | 8.94M | 14.50% |
| 2022-02-14 | 52-0556948 | 3.24M | 6.80% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 6.12M | 12.87% |
| 2022-02-08 | 30-0447847 | 2.47M | 5.20% |
| 2022-01-27 | (1) BlackRock, Inc. | 7.02M | 14.80% |
| 2022-01-25 | (1) BlackRock, Inc. | 7.02M | 14.80% |
| 2021-03-10 | The Vanguard Group - 23-1945930 | 5.05M | 10.62% |
| 2021-03-10 | (1) BlackRock, Inc. | 7.04M | 14.80% |
| 2021-02-16 | 52-0556948 | 3.58M | 7.10% |
| 2021-02-16 | 30-0447847 | 2.94M | 5.80% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 4.41M | 8.75% |
| 2021-02-01 | (1) BlackRock, Inc. | 3.76M | 7.50% |
| 2020-02-14 | 52-0556948 | 3.07M | 5.80% |
| 2020-02-11 | The Vanguard Group - 23-1945930 | 4.72M | 9.05% |
| 2020-02-07 | FMR LLC | 2.77M | 5.32% |
| 2020-02-07 | Abigail P. Johnson | 2.77M | 5.32% |
| 2020-02-06 | (1) BlackRock, Inc. | 3.76M | 7.20% |
| 2019-02-14 | 52-0556948 | 953.7K | 3.00% |
| 2019-02-06 | (1) BlackRock, Inc. | 2.34M | 7.50% |
| 2018-02-14 | 52-0556948 | 1.69M | 5.30% |
| 2018-01-23 | (1) BlackRock, Inc. | 1.99M | 6.30% |
| 2017-02-10 | 2 | 950.16K | 3.03% |
| 2017-01-27 | (1) BlackRock, Inc. | 1.8M | 5.70% |
| 2016-02-12 | FMR LLC | 2.47M | 8.29% |
| 2016-02-12 | Fund | 1.92M | 6.44% |
| 2016-02-12 | Abigail P. Johnson | 2.47M | 8.29% |
| 2016-01-27 | (1) BlackRock, Inc. | 1.76M | 5.90% |
| 2015-02-13 | FMR LLC | 813.62K | 8.66% |
| 2015-02-13 | Edward C. Johnson 3d | 813.62K | 8.66% |
| 2015-02-13 | Abigail P. Johnson | 813.62K | 8.66% |
| 2015-02-13 | Fund | 627.55K | 6.68% |
| 2015-02-02 | (1) BlackRock, Inc. | 551.64K | 5.90% |
| 2014-02-14 | 04-2683227 | 413.6K | 4.67% |
| 2014-02-14 | FMR LLC | 866.45K | 9.79% |
| 2014-02-14 | Edward C. Johnson 3d | 866.45K | 9.79% |
| 2014-01-31 | (1) BlackRock, Inc. | 520.58K | 5.90% |
| 2013-02-14 | 04-2683227 | 750.64K | 8.59% |
| 2013-02-11 | (1) BlackRock, Inc. | 512.48K | 5.87% |
| 2013-01-10 | Edward C. Johnson 3d | 163.2K | 1.87% |
| 2013-01-10 | FMR LLC | 163.2K | 1.87% |
| 2012-02-14 | 04-2683227 | 851.82K | 9.89% |
| 2012-02-14 | Edward C. Johnson 3d | 593.31K | 6.89% |
| 2012-02-14 | FMR LLC | 593.31K | 6.89% |
| 2012-02-08 | (1) BlackRock, Inc. | 464.77K | 5.40% |
| 2011-02-14 | 04-2683227 | 833.97K | 9.82% |
| 2011-02-09 | (1) BlackRock, Inc. | 498.73K | 5.87% |
| 2010-02-08 | THE VANGUARD GROUP, INC. - 23-1945930 | 272.43K | 3.84% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 475.33K | 6.72% |
| 2009-03-13 | Peninsula Capital Advisors, LLC | 414.28K | 6.70% |
| 2009-03-13 | Peninsula Capital Advisors, LLC | 414.28K | 6.70% |
| 2009-03-13 | Peninsula Investment Partners, L.P. | 414.28K | 6.70% |
| 2009-03-13 | Peninsula Investment Partners, L.P. | 414.28K | 6.70% |
| 2007-02-14 | 04-2683227 | 347.7K | 5.21% |
| 2006-02-14 | 04-2683227 | 399.7K | 6.17% |
| 2005-08-22 | Peninsula Investment Partners, L.P. (f/k/a Peninsula Partners, L.P.) | 200K | 2.91% |
| 2005-08-22 | Peninsula Capital Advisors, LLC | 200K | 2.91% |
| 2005-08-22 | R. Ted Weschler | 208.4K | 3.03% |
| 2005-02-14 | R. Ted Weschler | 608.4K | 8.63% |
| 2005-02-14 | Peninsula Capital Advisors, LLC | 600K | 8.52% |
| 2005-02-14 | Peninsula Investment Partners, L.P. (f/k/a Peninsula Partners, L.P.) | 600K | 8.52% |
| 2004-02-13 | Peninsula Capital Advisors, LLC | 834.1K | 11.22% |
| 2004-02-13 | Quaker Capital Management Corporation | 275.6K | 11.00% |
| 2004-02-13 | Peninsula Investment Partners, L.P. (f/k/a Peninsula Partners, L.P.) | 834.1K | 11.22% |
| 2004-02-13 | R. Ted Weschler | 840.2K | 11.31% |
| 2003-02-14 | Quaker Capital Management Corporation | 791.24K | 9.10% |
| 2003-02-14 | R. Ted Weschler | 1.33M | 14.60% |
| 2003-02-14 | Peninsula Capital Advisors, LLC | 1.32M | 14.55% |
| 2003-02-14 | Peninsula Investment Partners, L.P. (f/k/a Peninsula Partners, L.P.) | 1.32M | 14.55% |
| 2003-02-12 | 04-2683227 | 502.6K | 5.53% |
| 2002-02-12 | 04-2683227 | 955.5K | 10.45% |
| 2002-01-10 | Quaker Capital Management Corporation | 920.22K | 10.06% |
| 2001-09-10 | 04-2683227 | 961.2K | 10.32% |
| 2001-02-14 | Quaker Capital Management Corporation | 751.92K | 7.24% |
| 2001-02-13 | 04-2683227 | 705.2K | 6.71% |
| 2000-02-15 | Invista Capital Management, LLC | - | 0.00% |
| 2000-02-15 | Principal Mutual Holding Company | - | 0.00% |
| 2000-02-11 | 04-2683227 | 1.12M | 9.89% |
| 2000-02-11 | 04-2683227 | 1.12M | 9.89% |
| 1999-02-16 | Invista Capital Management, LLC | 965.1K | 7.90% |
| 1999-02-16 | Principal Mutual Holding Company | 965.1K | 7.90% |
| 1999-02-12 | Edward C. Johnson 3d | 263K | 2.22% |
| 1999-02-12 | Abigail P. Johnson | 263K | 2.22% |
| 1999-02-12 | FMR Corp. | 263K | 2.22% |
| 1999-02-10 | 04-2683227 | 824.7K | 6.96% |
| 1998-10-08 | 04-3215301 | 537.5K | 4.29% |
| 1998-10-08 | 04-3215281 | 537.5K | 4.29% |
| 1998-10-08 | 04-3217743 | 537.5K | 4.29% |
| 1998-04-07 | 04-3217743 | 637.5K | 5.11% |
| 1998-04-07 | 04-3215281 | 637.5K | 5.11% |
| 1998-04-07 | 04-3215301 | 637.5K | 5.11% |
| 1998-02-10 | Abigail P. Johnson | 708.5K | 5.69% |
| 1998-02-10 | FMR Corp. | 708.5K | 5.69% |
| 1998-02-10 | Edward C. Johnson 3d | 708.5K | 5.69% |
WSFS Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $55.24 | 54.37M | $3B | $1.33B | $302.68M | $1.98B |
| 2024-12-31 | $53.13 | 58.66M | $3.12B | $1.15B | $383.61M | $2.35B |
| 2023-12-31 | $45.93 | 61.11M | $2.81B | $1.09B | $895.08M | $2.61B |
| 2022-12-31 | $45.34 | 61.61M | $2.79B | $832.61M | $726.89M | $2.69B |
| 2021-12-31 | $50.12 | 47.54M | $2.38B | $1.53B | $239.48M | $1.09B |
| 2020-12-31 | $44.88 | 47.76M | $2.14B | $1.65B | $340.64M | $836.59M |
| 2019-12-31 | $43.99 | 51.57M | $2.27B | $571.75M | $489.29M | $2.19B |
| 2018-12-31 | $37.91 | 31.57M | $1.2B | $619.59M | $699.79M | $1.28B |
| 2017-12-31 | $47.85 | 31.42M | $1.5B | $720.26M | $937.81M | $1.72B |
| 2016-12-31 | $46.35 | 31.39M | $1.45B | $818.38M | $1.27B | $1.9B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76.73 | 51.94M | $3.99B | $2.17B | $307.02M | $2.12B |
| 2026-03-31 | $65.46 | 53.03M | $3.47B | $2.47B | $310.36M | $1.32B |
| 2025-12-31 | $55.24 | 54.37M | $3B | $1.33B | $302.68M | $1.98B |
| 2025-09-30 | $53.93 | 57.17M | $3.08B | $1.57B | $255.1M | $1.77B |
| 2025-06-30 | $55.00 | 56.85M | $3.13B | $1.33B | $303.46M | $2.1B |
| 2025-03-31 | $51.87 | 58.71M | $3.05B | $1.02B | $318.09M | $2.35B |
| 2024-12-31 | $53.13 | 58.66M | $3.12B | $1.15B | $383.61M | $2.35B |
| 2024-09-30 | $50.99 | 59.19M | $3.02B | $987.19M | $1.08B | $3.11B |
| 2024-06-30 | $46.40 | 59.26M | $2.75B | $1.02B | $1.14B | $2.87B |
| 2024-03-31 | $44.18 | 60.35M | $2.67B | $977.07M | $1.12B | $2.81B |
| 2023-12-31 | $45.57 | 60.54M | $2.76B | $1.09B | $895.08M | $2.57B |
| 2023-09-30 | $36.50 | 60.94M | $2.22B | $606.47M | $917.83M | $2.54B |