WSFS Financial Ownership
| WSFS Stock | USD 47.94 0.46 0.97% |
Shares in Circulation | First Issued 1986-03-31 | Previous Quarter 59.4 M | Current Value 59.1 M | Avarage Shares Outstanding 30 M | Quarterly Volatility 13.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WSFS Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
WSFS Stock Ownership Analysis
About 94.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.07. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. WSFS Financial has Price/Earnings To Growth (PEG) ratio of 1.96. The entity last dividend was issued on the 7th of February 2025. The firm had 3:1 split on the 19th of May 2015. 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. The company was founded in 1832 and is headquartered in Wilmington, Delaware. WSFS Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 2150 people. For more information please call the company at 302 792 6000 or visit https://www.wsfsbank.com.Besides selling stocks to institutional investors, WSFS Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different WSFS Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align WSFS Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
WSFS Financial Quarterly Liabilities And Stockholders Equity |
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WSFS Financial Insider Trades History
Only 1.22% of WSFS Financial are currently held by insiders. Unlike WSFS Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against WSFS Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of WSFS Financial's insider trades
WSFS Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as WSFS Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WSFS Financial backward and forwards among themselves. WSFS Financial's institutional investor refers to the entity that pools money to purchase WSFS Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | |||
| Amvescap Plc. | 2024-12-31 | 954.2 K | |
| American Century Companies Inc | 2024-12-31 | 904.3 K | |
| Brown Advisory Holdings Inc | 2024-12-31 | 827 K | |
| Northern Trust Corp | 2024-12-31 | 809.3 K | |
| Alliancebernstein L.p. | 2024-12-31 | 790.7 K | |
| Pzena Investment Management, Llc | 2024-12-31 | 790.6 K | |
| Cooke & Bieler Lp | 2024-12-31 | 782.8 K | |
| Palisade Capital Management Llc | 2024-12-31 | 772.7 K | |
| Charles Schwab Investment Management Inc | 2024-12-31 | 740.6 K | |
| Blackrock Inc | 2024-12-31 | 8.7 M | |
| Vanguard Group Inc | 2024-12-31 | 7 M |
WSFS Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific WSFS Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on WSFS Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases WSFS Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
WSFS Financial Outstanding Bonds
WSFS Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WSFS Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WSFS bonds can be classified according to their maturity, which is the date when WSFS Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| WMG Acquisition 3875 Corp BondUS92933BAQ77 | View | |
| WMG ACQUISITION P Corp BondUS92933BAR50 | View | |
| US92933BAT17 Corp BondUS92933BAT17 | View | |
| WEC 5 27 SEP 25 Corp BondUS92939UAH95 | View | |
| WEC 22 15 DEC 28 Corp BondUS92939UAG13 | View | |
| US92939UAE64 Corp BondUS92939UAE64 | View | |
| US92939UAD81 Corp BondUS92939UAD81 | View | |
| WPC 245 01 FEB 32 Corp BondUS92936UAJ88 | View |
WSFS Financial Corporate Filings
F4 | 17th of April 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 1st of April 2025 Other Reports | ViewVerify | |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
8K | 27th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
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When running WSFS Financial's price analysis, check to measure WSFS Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WSFS Financial is operating at the current time. Most of WSFS Financial's value examination focuses on studying past and present price action to predict the probability of WSFS Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move WSFS Financial's price. Additionally, you may evaluate how the addition of WSFS Financial to your portfolios can decrease your overall portfolio volatility.