Dimensional Fund Advisors LP Has $233.07 Million Stock Holdings in WSFS Financial Corporation $WSFS

Dimensional Fund Advisors LP decreased its position in WSFS Financial Corporation (NASDAQ:WSFS) by 0.9% during the 1st quarter, HoldingsChannel reports. The fund owned 3,560,556 shares of the bank’s stock after selling 31,907 shares during the quarter. Dimensional Fund Advisors LP owned about 0.07% of WSFS Financial worth $233,071,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of WSFS. Root Financial Partners LLC grew its stake in shares of WSFS Financial by 92.4% during the 1st quarter. Root Financial Partners LLC now owns 431 shares of the bank’s stock worth $28,000 after acquiring an additional 207 shares in the last quarter. NewEdge Advisors LLC bought a new stake in shares of WSFS Financial in the fourth quarter worth $33,000. Torren Management LLC bought a new stake in shares of WSFS Financial in the fourth quarter worth $35,000. Clearstead Advisors LLC boosted its holdings in WSFS Financial by 167.5% during the fourth quarter. Clearstead Advisors LLC now owns 781 shares of the bank’s stock worth $43,000 after purchasing an additional 489 shares during the last quarter. Finally, Quarry LP boosted its holdings in WSFS Financial by 159.7% during the third quarter. Quarry LP now owns 813 shares of the bank’s stock worth $44,000 after purchasing an additional 500 shares during the last quarter. Institutional investors and hedge funds own 88.49% of the company’s stock.

Insider Buying and Selling

In other news, CEO Rodger Levenson sold 65,446 shares of WSFS Financial stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $74.11, for a total value of $4,850,203.06. Following the completion of the transaction, the chief executive officer owned 186,088 shares of the company’s stock, valued at $13,790,981.68. This trade represents a 26.02% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have issued reports on WSFS shares. Piper Sandler reiterated a “neutral” rating and issued a $80.00 price target (up from $72.00) on shares of WSFS Financial in a research note on Wednesday, May 6th. Weiss Ratings restated a “buy (b)” rating on shares of WSFS Financial in a research note on Friday, June 12th. UBS Group set a $76.00 price objective on WSFS Financial in a report on Monday, April 27th. Zacks Research cut WSFS Financial from a “strong-buy” rating to a “hold” rating in a report on Monday, March 30th. Finally, Stephens reaffirmed an “overweight” rating and issued a $81.00 target price (up from $79.00) on shares of WSFS Financial in a research report on Monday, April 27th. Four research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, WSFS Financial currently has an average rating of “Moderate Buy” and a consensus price target of $77.07.

Key WSFS Financial News

Here are the key news stories impacting WSFS Financial this week:

• Positive Sentiment: WSFS Financial reported Q2 2026 adjusted earnings of about $1.66 per share, topping consensus estimates near $1.50-$1.51 and well above the $1.27 earned a year ago. Article: WSFS Financial (WSFS) Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Revenue also beat expectations at $284.7 million versus the $278.4 million consensus, with total net revenue of $282.5 million and net interest income rising year over year, suggesting healthy core banking performance. Article: WSFS Reports 2Q 2026 EPS of $1.63 and ROA of 1.52%
• Neutral Sentiment: The company also highlighted a return on assets of 1.52% and return on equity of 11.23%, which reinforce solid profitability but are not necessarily a surprise to the market. Article: WSFS Financial Reports Strong Second-Quarter 2026 Results

WSFS Financial Trading Up 0.1%

NASDAQ WSFS opened at $78.96 on Friday. WSFS Financial Corporation has a 12 month low of $49.92 and a 12 month high of $80.73. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.11. The stock has a 50 day moving average of $74.87 and a 200-day moving average of $68.68. The company has a market cap of $4.11 billion, a PE ratio of 14.05 and a beta of 0.76.

WSFS Financial (NASDAQ:WSFS) last issued its earnings results on Thursday, July 23rd. The bank reported $1.66 earnings per share for the quarter, topping analysts’ consensus estimates of $1.50 by $0.16. WSFS Financial had a net margin of 22.55% and a return on equity of 11.23%. The business had revenue of $284.70 million for the quarter, compared to the consensus estimate of $278.41 million. During the same period in the previous year, the company earned $1.27 earnings per share. The firm’s revenue for the quarter was up 5.6% on a year-over-year basis. On average, equities research analysts anticipate that WSFS Financial Corporation will post 6.32 EPS for the current fiscal year.

WSFS Financial Company Profile

WSFS Financial Corporation is the bank holding company for WSFS Bank, a regional financial institution headquartered in Wilmington, Delaware. The company traces its roots to the Safe Deposit & Trust Company, founded in 1832, and formally organized as WSFS Financial in the mid-1980s. Over its long history, WSFS has grown through a combination of organic expansion and selective acquisitions to serve a broad base of individual, commercial and institutional clients.

WSFS Bank offers a full suite of banking and financial services, including retail and commercial deposit accounts, commercial and industrial lending, real estate financing, and treasury management solutions.