74,597 Shares in WSFS Financial Corporation $WSFS Purchased by Great Lakes Advisors LLC

20 Aug 2026, 08:19 by Mitch Edgeman · The Markets Daily

Great Lakes Advisors LLC purchased a new stake in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 74,597 shares of the bank’s stock, valued at approximately $5,724,000.

Other institutional investors have also recently made changes to their positions in the company. Hsbc Holdings PLC acquired a new stake in shares of WSFS Financial in the 4th quarter valued at approximately $1,050,000. Denali Advisors LLC acquired a new position in shares of WSFS Financial during the 4th quarter worth approximately $2,425,000. Assenagon Asset Management S.A. acquired a new stake in WSFS Financial during the second quarter worth approximately $1,384,000. California State Teachers Retirement System grew its holdings in WSFS Financial by 25.5% in the 1st quarter. California State Teachers Retirement System now owns 66,481 shares of the bank’s stock valued at $4,352,000 after buying an additional 13,525 shares in the last quarter. Finally, Fifth Third Bancorp boosted its holdings in WSFS Financial by 11,821.6% in the 1st quarter. Fifth Third Bancorp now owns 28,731 shares of the bank’s stock valued at $1,881,000 after purchasing an additional 28,490 shares during the period. Institutional investors and hedge funds own 88.49% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on WSFS. Keefe, Bruyette & Woods boosted their price target on WSFS Financial from $83.00 to $89.00 and gave the company a “market perform” rating in a research note on Monday, July 27th. TD Cowen reissued a “buy” rating on shares of WSFS Financial in a research note on Wednesday, July 29th. Stephens lowered shares of WSFS Financial from an “overweight” rating to an “equal weight” rating and set a $87.00 target price on the stock. in a research report on Wednesday, August 12th. DA Davidson set a $83.00 target price on shares of WSFS Financial and gave the stock a “neutral” rating in a research note on Monday, July 27th. Finally, Piper Sandler reiterated a “neutral” rating and set a $90.00 price target (up from $80.00) on shares of WSFS Financial in a report on Monday, August 3rd. Three investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $83.07.

Read Our Latest Report on WSFS Financial

WSFS Financial Stock Performance

NASDAQ:WSFS opened at $79.81 on Thursday. The company has a market capitalization of $4.08 billion, a PE ratio of 13.35 and a beta of 0.77. The company has a 50 day simple moving average of $78.49 and a two-hundred day simple moving average of $71.78. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.84 and a current ratio of 0.84. WSFS Financial Corporation has a fifty-two week low of $49.92 and a fifty-two week high of $82.94.

WSFS Financial (NASDAQ:WSFS – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The bank reported $1.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.50 by $0.16. WSFS Financial had a net margin of 23.34% and a return on equity of 11.71%. The firm had revenue of $284.70 million for the quarter, compared to the consensus estimate of $278.41 million. During the same quarter in the previous year, the company earned $1.27 EPS. The company’s revenue for the quarter was up 5.6% on a year-over-year basis. Research analysts anticipate that WSFS Financial Corporation will post 6.58 earnings per share for the current year.

WSFS Financial Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Shareholders of record on Friday, August 7th will be given a dividend of $0.20 per share. The ex-dividend date of this dividend is Friday, August 7th. This represents a $0.80 dividend on an annualized basis and a yield of 1.0%. WSFS Financial’s dividend payout ratio is 13.38%.

Insider Transactions at WSFS Financial

In related news, EVP Shari Kruzinski sold 3,500 shares of the company’s stock in a transaction dated Tuesday, July 28th. The stock was sold at an average price of $81.74, for a total transaction of $286,090.00. Following the sale, the executive vice president owned 15,207 shares in the company, valued at $1,243,020.18. This represents a 18.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Rodger Levenson sold 65,446 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The stock was sold at an average price of $74.11, for a total value of $4,850,203.06. Following the sale, the chief executive officer directly owned 186,088 shares of the company’s stock, valued at $13,790,981.68. This represents a 26.02% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.10% of the company’s stock.

WSFS Financial Company Profile

(Free Report)

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.