WSFS Financial Corporation $WSFS Holdings Cut by Brown Advisory Inc.

16 Jun 2026, 07:33 by Danessa Lincoln · The Markets Daily

Brown Advisory Inc. decreased its holdings in shares of WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 5.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 788,575 shares of the bank’s stock after selling 42,813 shares during the quarter. Brown Advisory Inc.’s holdings in WSFS Financial were worth $43,561,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Torren Management LLC acquired a new position in WSFS Financial during the 4th quarter worth $35,000. Clearstead Advisors LLC grew its position in WSFS Financial by 167.5% in the 4th 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. Quarry LP grew its position in WSFS Financial by 159.7% in the 3rd 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. First Horizon Corp grew its position in WSFS Financial by 40.1% in the 4th quarter. First Horizon Corp now owns 817 shares of the bank’s stock worth $45,000 after purchasing an additional 234 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in WSFS Financial by 265.4% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 972 shares of the bank’s stock worth $53,000 after purchasing an additional 706 shares during the last quarter. Institutional investors and hedge funds own 88.49% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have issued reports on WSFS shares. Stephens restated an “overweight” rating and issued a $81.00 price target (up from $79.00) on shares of WSFS Financial in a research report on Monday, April 27th. TD Cowen restated a “buy” rating and issued a $82.00 price target (up from $77.00) on shares of WSFS Financial in a research report on Wednesday, April 29th. Piper Sandler restated a “neutral” rating and issued a $80.00 price target (up from $72.00) on shares of WSFS Financial in a research report on Wednesday, May 6th. UBS Group set a $76.00 price target on shares of WSFS Financial in a research report on Monday, April 27th. Finally, Zacks Research lowered shares of WSFS Financial from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 30th. Four investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, WSFS Financial presently has an average rating of “Moderate Buy” and an average target price of $77.07.

Read Our Latest Stock Report on WSFS

Insider Buying and Selling

In other WSFS Financial news, CEO Rodger Levenson sold 65,446 shares of the business’s 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 transaction, the chief executive officer directly owned 186,088 shares in the company, valued at $13,790,981.68. The trade was a 26.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.10% of the stock is currently owned by company insiders.

WSFS Financial Price Performance

Shares of WSFS Financial stock opened at $74.17 on Tuesday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.85 and a current ratio of 0.85. The firm’s 50-day simple moving average is $70.95 and its 200-day simple moving average is $64.63. WSFS Financial Corporation has a twelve month low of $49.92 and a twelve month high of $76.37. The firm has a market cap of $3.86 billion, a P/E ratio of 13.20 and a beta of 0.76.

WSFS Financial Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were given a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a yield of 1.1%. This is a boost from WSFS Financial’s previous quarterly dividend of $0.17. The ex-dividend date was Friday, May 8th. WSFS Financial’s dividend payout ratio (DPR) is presently 14.23%.

WSFS Financial 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.