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WSFS

WSFS FINANCIAL CORPORATION

In the published model solve dated 2026-Q2, anchored at $82.37, WSFS FINANCIAL CORPORATION (WSFS) is priced for more than 14.2% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.

Published model solve
more than 14.2% return on equity
Priced In
unavailable

Key Takeaways

At $74.12 the stock trades near 1.4x book, the upper half of its peer group, and the price implies a return on equity pressed up against the 12.5% sustained ceiling. WSFS has recently been earning about 10.5%, and the most recent quarter ran hotter than that. The balance sheet and capital return tell a confident story. In Q1 2026 the bank returned $94 million of capital including $85 million of buybacks, raised the dividend 18% to $0.20, and grew tangible book value per share 15% year over year

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Institutional ownership

314 institutional managers reported holding WSFS in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 54%. 48 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 2.1M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

WSFS's share count grew 11.2% over the past five years even with $727.13M spent on repurchases. It pays a dividend, and has paid one every year in our records (16 and counting); the current rate is $0.66 a share annually. Cash returned over the past three years: $100.27M in dividends and $498.04M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at WSFS over the trailing three years. Absence is a fact about the company, not a signal. 22 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

WSFS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04+1.6%-15.0%
2023-11-04+0.2%+15.1%
2024-03-01+1.7%+9.3%
2024-05-07-5.0%+0.7%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

WSFS's latest 8-K filings: 2026-07-23 (items 2.02, 7.01, 9.01); 2026-06-11 (items 7.01); 2026-05-19 (items 5.07); 2026-04-23 (items 2.02, 7.01, 9.01); 2026-03-11 (items 8.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: June 28, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.