WSFS FinancialWSFS
About: WSFS Financial Corp is a savings and loan holding company. The company operates in three segments: WSFS Bank provides loans and leases and other financial products to commercial and consumer customers. Cash Connect segment provides ATM vault cash, smart safe, and other cash logistics services; and Wealth Management provides a broad array of planning and advisor services, investment management, personal and institutional trust services, and credit and deposit products to individuals, corporate, and institutional clients. Majority revenue is generated from WSFS Bank segment.
Employees: 2,309
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
4% more funds holding
Funds holding: 248 [Q4 2024] → 258 (+10) [Q1 2025]
5% less capital invested
Capital invested by funds: $2.86B [Q4 2024] → $2.73B (-$133M) [Q1 2025]
1.62% less ownership
Funds ownership: 91.4% [Q4 2024] → 89.78% (-1.62%) [Q1 2025]
14% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 92
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keefe, Bruyette & Woods Kelly Motta | 24%upside $64 | Market Perform Maintained | 28 Apr 2025 |
Stephens & Co. Russell Gunther | 24%upside $64 | Overweight Reiterated | 28 Apr 2025 |
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