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WSFS Financial Corporation
500 Delaware Ave
Phone: (302) 792-6000p:302 792-6000 WILMINGTON, DE  19801  United States Ticker: WSFSWSFS
Business Summary
WSFS Financial Corporation is a savings and loan holding company. The Company operates through its subsidiary, Wilmington Savings Fund Society, FSB (the Bank). The Company’s segments include WSFS Bank, Cash Connect and Wealth Management. The WSFS Bank segment provides loans and leases, deposits and other financial products to commercial and consumer customers. WSFS Bank also offers a variety of consumer loan products, retail securities and insurance brokerage services through its branches, and mortgage and title services through WSFS Mortgage. Its Cash Connect segment provides ATM vault cash, smart safe and cash logistics services in the United States, servicing non-bank ATMs and smart safes nationwide and supporting ATMs for WSFS Bank Customers. The Wealth Management segment provides a range of planning and advisory services, investment management, personal and institutional trust services, and credit and deposit products to individual, corporate, and institutional clients.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023YesYes-Yes-

Industries
SIC Code Description
6021 National commercial banks
6035 Savings institutions, federally chartered
6282 Investment advice
6411 Insurance agents, brokers, and service

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer RodgerLevenson 63 1/1/2020 1/1/2006
Interim Chief Financial Officer, Executive Vice President, Chief Wealth Officer Arthur J.Bacci 65 8/18/2023 4/1/2018
Chief Human Resource Officer, Executive Vice President, Chief Information Officer Lisa M.Brubaker 60 1/1/2024 5/1/2018
10 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
The Bryn Mawr Trust Company of Delaware 20 Montchanin Road Wilmington DE United States
WSFS Bank 500 Delaware Avenue Wilmington DE United States
Christiana Trust Company of Delaware 501 Carr Road Wilmington DE United States
20 additional Subsidiary records available in full report.

Business Names
Business Name
1832 Holdings, Inc.
Alliance Bancorp Inc of Pennsylvania
Alliance Financial & Investment Services, LLC
35 additional Business Names available in full report.

General Information
Number of Employees: 2,229 (As of 12/31/2023)
Outstanding Shares: 60,083,965 (As of 3/15/2024)
Shareholders: 3,404
Stock Exchange: NASD
Federal Tax Id: 222866913
Email Address: diiorio.wsfs@dol.net


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Tuesday, April 23, 2024