Company Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States.
It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities.
The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial mortgage and commercial loans; commercial construction loans; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion and other business purposes; and consumer credit products, such as home equity loans, home equity lines of credit, automobile loans, unsecured lines of credit, and other secured and unsecured personal installment loans.
In addition, it offers insurance products; planning and advisory services, investment management, trust services, and credit and deposit products to individual, corporate and institutional clients; retail securities and insurance brokerage services; mortgage and title services; residential mortgage and refinancing solutions; and leases small equipment and fixed assets, as well as provides financial planning, customized investment strategies, brokerage products, fiduciary, and wealth management services.
Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, and deposit safe cash logistics services, as well as trustee, agency, bankruptcy administration, custodial and commercial domicile services.
The company was founded in 1832 and is based in Wilmington, Delaware.
| Country | United States |
| Founded | 1980 |
| Industry | Banks - Regional |
| Sector | Financials |
| Employees | 2,229 |
| CEO | Rodger Levenson |
Contact Details
Address: 500 Delaware Avenue Wilmington, Delaware 19801 United States | |
| Phone | (302) 792-6000 |
| Website | wsfsbank.com |
Stock Details
| Ticker Symbol | WSFS |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000828944 |
| CUSIP Number | 929328102 |
| ISIN Number | US9293281021 |
| Employer ID | 22-2866913 |
| SIC Code | 6021 |
Key Executives
| Name | Position |
|---|---|
| Rodger Levenson | Chairman, President and Chief Executive Officer |
| Arthur J. Bacci | Executive Vice President, Chief Wealth Officer and Chief Financial Officer |
| Lisa M. Brubaker | Executive Vice President, Chief Human Resources Officer and Chief Information Officer |
| Stephen P. Clark | Executive Vice President and Chief Commercial Banking Officer |
| Patrick J. Ward | Executive Vice President and Pennsylvania Market President of Wilmington Savings Fund Society, FSB |
| Charles K. Mosher CPA | Senior Vice President and Chief Accounting Officer |
| Shilpa Kumar | Senior Vice President and Head of Corporate Finance |
| Lisa Washington | Senior Vice President and Chief Legal Officer |
| Patrick M. Killeen | Chief Compliance Officer |
| Justin C. Dunn | Senior Vice President and Chief Marketing Officer |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 27, 2024 | ARS | Filing |
| Mar 27, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 27, 2024 | DEF 14A | Other definitive proxy statements |
| Mar 25, 2024 | 8-K | Current Report |
| Feb 29, 2024 | 10-K | Annual Report |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 9, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Jan 25, 2024 | 8-K | Current Report |
| Jan 23, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Nov 3, 2023 | 10-Q | Quarterly Report |