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WSFS NASDAQ

WSFS Financial Corporation
1W: +4.8% 1M: +2.3% 3M: -2.5% YTD: +44.9% 1Y: +51.2% 3Y: +130.6% 5Y: +56.2%
$78.85
-0.72 (-0.90%)
After Hours: $79.13 (+0.28, +0.36%)
Weekly Expected Move ±2.7%
$75 $77 $79 $81 $83
NASDAQ · Financial Services · Banks - Regional · Tech Score Strong Buy · Power 66 · $4.1B mcap · 51M float · 0.805% daily turnover · Short 65% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest Supply Chain

ETF Exposure

181
ETFs Holding
Total ETF Value
2.51%
Max Weight
0.218%
Avg Weight

ETF Holdings by Value

ETFs Holding WSFS

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 IJR
iShares Core S&P Small-Cap ETF
 0.2300% 602 5.3% 35.1 0.02%
2 NIR
0.2200% 602 6.4% 20.3 0.02%
3 VTSAX
0.0051% 3,485 34.6% 62.4 0.01%
4 VSMPX
0.0051% 3,485 34.6% 62.4 0.01%
5 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0051% 3,485 34.6% 62.4 0.01%
6 VITSX
0.0051% 3,485 34.6% 62.4 0.01%
7 IWM
iShares Russell 2000 ETF
 0.1413% 1,965 3.3% 9.3 0.02%
8 NJM
0.1106% 1,897 8.0% 11.8 0.01%
9 NAESX
0.0487% 1,302 4.3% 23.6 0.01%
10 VB
Vanguard Morningstar Small-Cap ETF
 0.0487% 1,298 5.0% 22.8 0.01%
11 VSMAX
0.0487% 1,298 5.0% 22.8 0.01%
12 VSCIX
0.0487% 1,298 5.0% 22.8 0.01%
13 DFSV
U.S. Small Cap Value Portfolio ETF Class Shares
 0.2863% 1,054 7.2% 21.4 0.02%
14 DFAT
Dimensional - US Targeted Value ETF
 0.2230% 1,219 7.0% 20.1 0.02%
15 VBR
Vanguard Morningstar Small-Cap Value ETF
 0.0877% 818 5.7% 19.9 0.02%
16 VSIAX
0.0877% 818 5.7% 19.9 0.02%
17 KRE
State Street SPDR S&P Regional Banking ETF
 1.1189% 167 11.6% 12.4 0.03%
18 FSSNX
0.1360% 1,952 3.2% 7.5 0.02%
19 AVUV
Avantis U.S. Small Cap Value ETF
 0.1400% 786 7.9% 11.4 0.02%
20 VXF
Vanguard Extended Market ETF
 0.0464% 3,322 9.5% 3.8 0.01%
21 VIEIX
0.0464% 3,322 9.5% 3.8 0.01%
22 VEXAX
0.0464% 3,322 9.5% 3.8 0.01%
23 VEMPX
0.0464% 3,322 9.5% 3.8 0.01%
24 DFAS
Dimensional - US Small Cap ETF
 0.1234% 2,090 2.6% 15.2 0.01%
25 IWN
iShares Russell 2000 Value ETF
 0.2800% 1,396 5.4% 19.1 0.03%
26 FESM
Fidelity Enhanced Small Cap ETF
 0.5800% 866 7.1% 13.4 0.01%
27 SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
 0.2324% 605 5.2% 34.9 0.02%
28 NAJ
0.2329% 1,376 6.9% 8.4 0.02%
29 XSMO
Invesco S&P SmallCap Momentum ETF
 0.9184% 114 23.6% 35.4 0.01%
30 VTSIX
0.2256% 599 5.4% 34.9 0.02%
31 VTMSX
0.2256% 599 5.8% 24.3 0.02%
32 VTWO
Vanguard Russell 2000 ETF
 0.1317% 1,992 3.3% 8.8 0.01%
33 SCHA
Schwab U.S. Small-Cap ETF
 0.0983% 1,743 2.8% 15.7 0.02%
34 DFMC
U.S. Micro Cap Portfolio ETF
 0.2689% 1,732 3.7% 24.8 0.02%
35 IJT
iShares S&P Small-Cap 600 Growth ETF
 0.2600% 345 9.5% 47.3 0.01%
36 FSMAX
0.0480% 3,181 8.8% 12.6 0.01%
37 NLT
0.2400% 339 11.9% 29.2 0.01%
38 DFAC
Dimensional - US Core Equity 2 ETF
 0.0194% 2,537 26.7% 27.5 0.01%
39 NJS
0.2100% 459 8.4% 11.4 0.03%
40 IJS
iShares S&P Small-Cap 600 Value ETF
 0.2100% 462 8.9% 23.9 0.02%
41 KBE
State Street SPDR S&P Bank ETF
 0.9542% 107 10.1% 14.7 0.03%
42 VIOO
Vanguard S&P Small-Cap 600 ETF
 0.2232% 603 5.3% 35.7 0.02%
43 VSEQX
0.1033% 612 7.1% 22.0 0.01%
44 FNDA
Schwab Fundamental U.S. Small Company Index ETF
 0.1414% 907 3.7% 38.3 0.02%
45 SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
 0.2636% 347 9.5% 47.2 0.01%
46 PSC
Principal U.S. Small-Cap Multi-Factor ETF
 0.4057% 487 8.6% -21.9 0.02%
47 USVM
VictoryShares US Small Mid Cap Value Momentum ETF
 0.5829% 292 6.8% 12.7 0.02%
48 VSTCX
0.3237% 652 7.2% 14.4 0.01%
49 SLYV
State Street SPDR S&P 600 Small Cap Value ETF
 0.2059% 464 9.0% 23.8 0.02%
50 GSXIX
2.5100% 54 26.1% 25.6 0.01%
51 GSXCX
2.5100% 54 26.1% 25.6 0.01%
52 FSKAX
0.0050% 3,600 34.8% 51.6 0.01%
53 MASKX
0.1340% 1,567 3.2% -1.8 0.01%
54 MDSKX
0.1340% 1,567 3.2% -1.8 0.01%
55 AVSC
Avantis U.S. Small Cap Equity ETF
 0.2300% 1,515 3.3% 24.0 0.01%
56 VEVFX
0.5107% 172 13.8% 29.0 0.02%
57 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0145% 2,518 27.9% 32.6 0.01%
58 VFAIX
0.0465% 410 44.5% 17.3 0.02%
59 VFH
Vanguard Financials ETF
 0.0465% 423 48.2% 18.3 0.02%
60 FISVX
0.2740% 1,399 5.5% 11.8 0.02%
61 SLY
SPDR S&P 600 Small Cap ETF
 0.2393% 603 6.0% 16.4 0.85%
62 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0049% 2,420 33.8% 62.4 0.01%
63 XSVM
Invesco S&P SmallCap Value with Momentum ETF
 0.7114% 118 16.6% 14.6 0.03%
64 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
 0.1493% 1,481 4.1% 16.4 0.01%
65 DES
WisdomTree U.S. SmallCap Dividend Fund
 0.1845% 507 9.6% 30.9 0.03%
66 FSMD
Fidelity Small-Mid Multifactor ETF
 0.1500% 595 4.2% 15.4 0.01%
67 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0622% 2,258 23.9% 22.8 0.01%
68 VIOV
Vanguard S&P Small-Cap 600 Value ETF
 0.2015% 463 8.4% 25.3 0.02%
69 VTWV
Vanguard Russell 2000 Value ETF
 0.2712% 1,426 5.4% 18.4 0.02%
70 DFUV
Dimensional - US Marketwide Value ETF
 0.0236% 1,310 26.3% 17.8 0.02%
71 VTWAX
0.0028% 9,661 22.3% 7515009019972.8 0.02%
72 VTWIX
0.0028% 9,661 22.3% 7515009019972.8 0.02%
73 VT
Vanguard Total World Stock ETF
 0.0028% 9,661 22.3% 7515009019972.8 0.02%
74 FYX
First Trust Small Cap Core AlphaDEX Fund
 0.1900% 525 4.0% 18.8 0.03%
75 EES
WisdomTree U.S. SmallCap Fund
 0.3758% 862 8.6% 22.2 0.02%
76 SCHB
Schwab U.S. Broad Market ETF
 0.0057% 2,380 33.9% 62.5 0.01%
77 DPST LEV
Direxion Daily Regional Banks Bull 3X ETF
 0.7977% 167 8.3% 12.4 0.03%
78 VIOG
Vanguard S&P Small-Cap 600 Growth ETF
 0.2485% 347 9.8% 47.0 0.01%
79 FNCMX
0.0090% 2,781 57.5% 72.7 0.27%
80 SMMD
iShares Russell 2500 ETF
 0.0575% 2,474 3.1% 19.4 0.02%
81 FZROX
0.0060% 2,631 33.4% 51.3 0.01%
82 BRSV
EA Series Trust - EA Bridgeway Select Small-Cap Value ETF
 0.7000% 186 8.9% 12.8 0.02%
83 VBIAX
0.0034% 3,170 21.6% 62.4 0.01%
84 VBAIX
0.0034% 3,170 21.6% 62.4 0.01%
85 VBINX
0.0034% 3,219 19.6% 52.8 0.01%
86 PKW
Invesco BuyBack Achievers ETF
 0.1203% 286 40.2% 15.8 0.01%
87 XSLV
Invesco S&P SmallCap Low Volatility ETF
 0.8799% 118 11.2% 17.5 0.04%
88 AVUS
Avantis U.S. Equity ETF
 0.0100% 1,919 29.9% 39.4 0.01%
89 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
 0.0713% 897 5.1% 20.0 0.01%
90 RSSL
Global X - Russell 2000 ETF
 0.1400% 1,967 3.3% 7.7 0.02%
91 VITPX
0.0053% 3,015 34.6% 62.4 0.01%
92 VITNX
0.0053% 3,134 32.0% 52.7 0.01%
93 RWJ
Invesco S&P SmallCap 600 Revenue ETF
 0.0872% 600 14.3% 19.1 0.02%
94 VMNFX
0.2772% 611 8.2% -908.3 -0.02%
95 FZIPX
0.0560% 2,126 3.3% 18.3 0.02%
96 QABA
First Trust NASDAQ ABA Community Bank Index Fund
 1.6900% 158 26.4% 13.1 0.03%
97 AVUVX
0.1000% 698 7.8% 12.7 0.02%
98 FTXO
First Trust Nasdaq Bank ETF
 0.5500% 50 57.8% 12.3 0.03%
99 TPSC
Timothy Plan US Small Cap Core ETF
 0.3800% 447 4.5% 38.8 0.02%
100 ONEQ
Fidelity Nasdaq Composite Index ETF
 0.0100% 997 56.9% 92.9 0.01%
101 IWV
iShares Russell 3000 ETF
 0.0062% 2,579 33.7% 62.4 0.01%
102 DFUS
Dimensional U.S. Equity ETF
 0.0058% 2,210 34.6% 64.3 0.01%
103 BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
 0.1700% 835 4.0% 15.6 0.01%
104 VFQY
Vanguard U.S. Quality Factor ETF
 0.2605% 439 15.0% 31.0 0.01%
105 VFMF
Vanguard U.S. Multifactor ETF
 0.1727% 606 8.8% 15.7 0.02%
106 GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
 0.1200% 1,372 3.6% 0.7 0.01%
107 JHSC
John Hancock Investments - Multifactor Small Cap ETF
 0.1700% 491 4.6% 24.2 0.02%
108 BDMIX
0.0080% 3,803 14.6% -8368.4 3.97%
109 NMV
0.0058% 2,552 34.3% 54.6 0.01%
110 FNCL
Fidelity MSCI Financials Index ETF
 0.0500% 381 48.4% 17.8 0.02%
111 DFAU
Dimensional - US Core Equity Market ETF
 0.0076% 2,154 34.0% 42.9 0.01%
112 SEIS
SEI Exchange Traded Funds - SEI Select Small Cap ETF
 0.1600% 364 10.8% 21.8 0.01%
113 ESGV
Vanguard ESG U.S. Stock ETF
 0.0065% 1,207 42.6% 70.4 0.01%
114 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0060% 1,509 35.1% 66.6 0.01%
115 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.0300% 671 5.8% 26.3 0.01%
116 BSMAX
0.0515% 1,910 4.1% 12.6 0.01%
117 FLXSX
0.1470% 1,623 3.6% 11.2 0.01%
118 QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
 0.2590% 538 5.8% 26.9 0.02%
119 HKJ
0.0585% 940 8.3% 22.8 0.01%
120 XJR
iShares ESG Select Screened S&P Small-Cap ETF
 0.2600% 548 5.8% 28.4 0.02%
121 MYLD
Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF
 1.0000% 100 12.1% 15.2 0.03%
122 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.0558% 912 7.3% 9.5 0.01%
123 JKK
iShares Morningstar Small-Cap Growth ETF
 0.0539% 914 7.1% 10.1 0.01%
124 ALIL
Argent Focused Small Cap ETF
 2.2700% 45 32.2% 0.9 0.01%
125 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
 0.4000% 527 9.6% 20.6 0.01%
126 ISCV
iShares Morningstar Small Cap Value ETF
 0.0700% 1,036 5.5% 18.8 0.02%
127 VFVA
Vanguard U.S. Value Factor ETF
 0.0591% 666 7.9% 15.4 0.02%
128 OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
 0.1862% 1,100 11.2% 17.1 0.02%
129 HKK
0.0620% 1,062 5.9% 15.0 0.02%
130 AFSM
First Trust Active Factor Small Cap ETF
 0.3100% 320 8.6% 11.4 0.02%
131 JPSV
JPMorgan Active Small Cap Value ETF
 1.3500% 114 16.2% 22.0 0.02%
132 VTHR
Vanguard Russell 3000 ETF
 0.0052% 2,980 34.7% 63.1 0.01%
133 AVSCX
0.2800% 1,108 3.7% 10.0 0.01%
134 SMOX
Horizon Small/Mid Cap Core Equity ETF
 0.1800% 259 11.1% 21.3 0.01%
135 PSCF
Invesco S&P SmallCap Financials ETF
 0.9232% 160 15.3% 20.1 0.03%
136 BASMX
0.0052% 1,985 19.9% 91.7 0.01%
137 WSML
iShares MSCI World Small-Cap ETF
 0.0384% 3,661 2.5% 20.4 0.02%
138 ITWO
ProShares Russell 2000 High Income ETF
 0.1340% 1,961 3.1% 9.2 0.02%
139 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0107% 1,894 26.0% 49.9 0.01%
140 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0095% 1,967 30.7% 39.3 0.01%
141 FYT
First Trust Small Cap Value AlphaDEX Fund
 0.1300% 262 7.5% 22.9 0.05%
142 DTD
WisdomTree U.S. Total Dividend Fund
 0.0118% 805 23.6% 26.9 0.02%
143 URTY LEV
ProShares - UltraPro Russell2000
 0.0685% 1,964 22.8% 9.2 0.02%
144 MSML
iShares MSCI USA Small-Cap ETF
 0.0600% 1,657 4.0% 21.1 0.02%
145 RFLR
Innovator U.S. Small Cap Managed Floor ETF
 0.1800% 823 3.8% 8.7 0.02%
146 HKG
0.0598% 1,533 4.5% 18.8 0.02%
147 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0230% 1,818 6.1% 16.1 0.01%
148 BKSE
BNY Mellon US Small Cap Core Equity ETF
 0.1900% 590 4.0% 17.2 0.02%
149 AVTM
Avantis Total Equity Markets ETF 1
 0.0200% 1,702 40.6% 45.5 0.01%
150 STXK
Strive Small-Cap ETF
 0.1800% 600 3.5% 11.7 0.02%
151 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0089% 1,613 20.8% 23.8 0.02%
152 EBI
Longview Advantage ETF
 0.0200% 1,731 27.1% 21.1 0.01%
153 UWM LEV
ProShares - Ultra Russell2000
 0.0579% 1,963 39.1% 9.2 0.02%
154 RNSC
First Trust Small Cap US Equity Select ETF
 0.2100% 314 21.6% 34.6 0.94%
155 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0028% 6,484 18.1% 50.1 0.02%
156 SCDS
JPMorgan Fundamental Data Science Small Core ETF
 0.9500% 271 9.2% 1.8 0.01%
157 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0022% 6,484 13.8% 50.1 0.02%
158 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0101% 1,451 18.9% 32.9 0.02%
159 IWMW
iShares Russell 2000 BuyWrite ETF
 0.1420% 1,963 3.3% 9.3 0.02%
160 AVUSX
0.0100% 1,611 27.2% 30.3 0.01%
161 DMRS
DeltaShares S&P 600 Managed Risk ETF
 0.1400% 547 2.2% 10.9 0.02%
162 FSEV
Fidelity Enhanced Small Cap Value ETF
 0.6600% 422 8.2% 32.5 0.02%
163 SAA LEV
ProShares - Ultra SmallCap600
 0.1805% 602 4.1% 34.9 0.02%
164 FAB
First Trust Multi Cap Value AlphaDEX Fund
 0.0200% 674 5.0% 17.1 0.03%
165 CSA
VictoryShares US Small Cap Volatility Wtd ETF
 0.1966% 499 4.2% 9.4 0.02%
166 EBIT
Harbor AlphaEdge Small Cap Earners ETF (EBIT)
 0.3015% 595 8.3% 21.0 0.03%
167 AVSU
Avantis Responsible U.S. Equity ETF
 0.0100% 1,353 32.6% 42.1 0.01%
168 GRPZ
Invesco S&P SmallCap 600 GARP ETF
 0.8748% 87 19.5% 17.3 0.01%
169 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0015% 6,484 9.3% 50.1 0.02%
170 ESIX
State Street SPDR S&P SmallCap 600 ESG ETF
 0.3084% 432 8.2% 18.6 0.02%
171 HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
 0.4400% 150 16.1% 33.3 0.03%
172 AESB
Harbor AlphaEdge Small Cap Core ETF
 0.9837% 166 23.9% 1.8 0.01%
173 PQSV
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Value ETF
 0.1200% 777 2.1% 13.0 0.03%
174 KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
 0.1100% 819 3.1% 6.8 0.02%
175 RESM
Columbia Research Enhanced Small Cap ETF
 0.2200% 1,007 4.8% -6.1 0.01%
176 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
 0.0471% 499 1.0% 9.4 0.02%
177 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0011% 6,484 7.0% 50.1 0.02%
178 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0065% 1,488 36.9% 92.1 0.01%
179 FEAC
Fidelity Covington Trust - Fidelity Enhanced U.S. All-Cap Equity ETF
 0.0500% 419 35.6% 97.9 0.01%
180 SYZ
Lazard US Systematic Small Cap Equity ETF
 0.0098% 487 7.2% 17.6 0.01%
181 HDG
ProShares - Hedge Replication ETF
 0.0228% 1,960 0.5% 9.2 0.02%
182 AVUC
Avantis U.S. Core Equity ETF
 —% 1,593 36.9% 55.3 0.01%
183 ITDF
iShares LifePath Target Date 2050 ETF
 0.0041% 7,948 19.6% 47.8 0.02%
184 ITDE
iShares LifePath Target Date 2045 ETF
 0.0034% 7,963 17.8% 47.8 0.02%
185 ITDD
iShares LifePath Target Date 2040 ETF
 0.0025% 7,963 15.8% 47.9 0.02%
186 ITDG
iShares LifePath Target Date 2055 ETF
 0.0045% 7,948 20.8% 47.5 0.02%
187 ITDH
iShares LifePath Target Date 2060 ETF
 0.0045% 7,948 21.1% 47.4 0.02%
188 ITDC
iShares LifePath Target Date 2035 ETF
 0.0017% 7,963 13.9% 48.2 0.02%
189 RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
 0.1225% 1,953 2.9% 8.9 0.02%
190 ITDI
iShares LifePath Target Date 2065 ETF
 0.0045% 7,948 21.1% 47.4 0.02%
191 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 —% 1,572 18.9% 40.8 0.01%
192 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0045% 7,948 21.1% 47.4 0.02%
193 ITDB
iShares LifePath Target Date 2030 ETF
 0.0007% 7,963 11.3% 48.8 0.02%
194 JKL
iShares Morningstar Small-Cap Value ETF
 0.0700% 1,037 5.4% 18.3 0.02%
195 IRTR
iShares LifePath Retirement ETF
 0.0007% 7,963 8.6% 48.8 0.02%
196 ISCB
iShares Morningstar Small-Cap ETF
 0.0600% 1,560 3.5% 14.8 0.01%
197 JKJ
iShares Morningstar Small-Cap ETF
 0.0600% 1,661 4.2% 20.8 0.01%
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