WSFS — WSFS Financial Corporation

✨ Hidden Gem

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates WSFS Bullish with a Setup Score of 57, net conviction 52, actionability 62. How the Setup Score works →

Total Setup Score57
Directional BiasBullish
Net Conviction52
Actionability62 (in range)

Key signals behind this score

About WSFS Financial Corporation

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 WSFS Bank, Cash Connect, and Wealth and Trust segments. The company offers deposit products, including noninterest-bearing demand deposits, money market, and interest-bearing demand deposits, as well as certificates of deposit and jumbo certificate… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$79.47
Market Cap$4.08B
Float50.5M
Shares Outstanding51.1M
P/E (Forward)9.94
P/E (TTM)13.38
Price/Sales (TTM)3.81
vs. Analyst Target+11.9% to analyst PT
Profit Margin29.72%
Operating Margin (TTM)41.72%
Revenue (TTM)$1.08B
Earnings Growth (YoY)28.30%
Dividend Rate0.8%
Analyst Target Price$88.92 (5 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $709M $115M $507M $183M
2021 $642M $271M $737M $396M
2022 $963M $222M $874M $361M
2023 $1.27B $269M $926M $414M
2024 $1.40B $264M $983M $387M
2025 $1.36B $287M $1.02B $408M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $345M $76.4M
Dec 2025 $342M $72.7M
Mar 2026 $334M $86.8M
Jun 2026 $347M $84.4M

Ownership & Float

Insider Ownership1.0%
Institutional Ownership95.3%
Short Float4.3%
% of All Funds Holding4.01%
Number of Funds Holding353

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$79.43Near-term / short-term trend
Weekly40-Week SMA$68.63Medium-term trend
Weekly80-Week SMA$61.19Cyclical trend (business cycle)
Weekly200-Week SMA$51.60Secular trend (multi-year)
Monthly10-Month SMA$68.46Near-term monthly trend
Monthly20-Month SMA$61.27Medium-term monthly trend
Monthly40-Month SMA$53.16Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$71.00 support 1.35x 1 months ago
$56.00 support 1.11x 6 months ago
$52.00 support 1.00x 8 months ago
$50.00 support 1.11x 20 months ago
$47.00 support 1.31x 24 months ago

Historical Earnings Reactions (116 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.01% 0.06% 51.72% 5.20% -11.59%
1 Day 0.06% 0.15% 54.31% 9.34% -24.49%
1 Week 0.41% -0.19% 47.41% 20.63% -34.57%
2 Weeks 1.19% 1.36% 62.93% 24.30% -32.37%
1 Month 1.87% 0.44% 53.91% 47.47% -42.33%

Next earnings: October 22, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.3%57.5%40
Feb0.5%45.0%40
Mar-0.3%55.0%40
Apr3.1%52.5%40
May0.0%50.0%40
Jun0.9%62.5%40
Jul3.4%60.0%40
Aug0.9%56.4%39
Sep-1.8%38.5%39
Oct1.6%64.1%39
Nov3.0%59.0%39
Dec1.8%40.0%40

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.08% 42.8% 1887
Tuesday 0.17% 46.6% 2054
Wednesday 0.03% 44.9% 2052
Thursday 0.14% 44.9% 2013
Friday 0.15% 45.4% 2002

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 95.3%

Insider Transactions — Smart Summary

Total insider ownership: 1.0%

12-Month Insider Activity Summary

Total Filings5
Net Value-$2.6M
Net Shares Change-7,926
% of Float-0.0%
C-Suite Filings5
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
LEVENSON RODGER President & CEO -$2.2M 1 N/A
Kruzinski Shari EVP, Chief Consumer Bk Officer -$356,190 2 2 sell
BACCI ARTHUR J EVP, COO -$38,361.465 1 1 sell
Wechsler James J EVP Chief Comm'l Banking Ofc -$31,452.75 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-02-09 – 2026-02-11 3 3 -$139,914.215 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-30 Kruzinski Shari EVP, Chief Consumer Bk Officer -$286,090 Transaction at $81.74, now -2.8%
2026-02-11 BACCI ARTHUR J EVP, COO -$38,361.465 Transaction at $60.94, now +30.4%
2026-02-09 Wechsler James J EVP Chief Comm'l Banking Ofc -$31,452.75 Transaction at $69.89, now +13.7%
2026-02-09 Kruzinski Shari EVP, Chief Consumer Bk Officer -$70,100 Transaction at $70.10, now +13.4%
2026-06-12 LEVENSON RODGER President & CEO -$2.2M Transaction at $58.60, now +35.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for WSFS Financial Corporation (WSFS) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for WSFS on Trend Edge →