WSFS Financial Corporation (WSFS) — Strategic Asset Allocation Index
WSFS Financial Corporation (WSFS) has a Strategic Asset Allocation Index of 164.9% as of September 2025. Strategic assets (PP&E of $- plus long-term investments of $4.50 Billion) total $4.50 Billion, measured against net assets of $2.73 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See WSFS Financial Corporation (WSFS) balance sheet quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
WSFS Financial Corporation Strategic Asset Allocation Index (2000–2024)
This chart shows how WSFS Financial Corporation's Strategic Asset Allocation Index has evolved across 25 annual periods from 2000 to 2024. As of September 2025, the index stands at 164.9%, representing strategic assets of $4.50 Billion against net assets of $2.73 Billion USD. For live market cap and overall valuation, see WSFS market cap overview.
Annual Strategic Asset Allocation Index for WSFS Financial Corporation (2000–2024)
The table below presents the year-by-year Strategic Asset Allocation Index for WSFS Financial Corporation from 2000 to 2024, covering 25 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See shareholders equity of WSFS Financial Corporation for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2024 | 176.2% | $4.54 Billion | $- | $4.54 Billion | $2.58 Billion | ▼ -23.1 pp |
| 2023 | 199.3% | $4.92 Billion | $- | $4.92 Billion | $2.47 Billion | ▼ -51.1 pp |
| 2022 | 250.4% | $5.51 Billion | $253.78 Million | $5.26 Billion | $2.20 Billion | ▼ -28.6 pp |
| 2021 | 279.1% | $5.41 Billion | $87.30 Million | $5.32 Billion | $1.94 Billion | ▲ +120.8 pp |
| 2020 | 158.3% | $2.83 Billion | $96.56 Million | $2.74 Billion | $1.79 Billion | ▼ -423.6 pp |
| 2019 | 581.9% | $10.76 Billion | $104.47 Million | $10.66 Billion | $1.85 Billion | ▼ -189.1 pp |
| 2018 | 771.0% | $6.33 Billion | $44.96 Million | $6.28 Billion | $820.92 Million | ▲ +78.1 pp |
| 2017 | 692.9% | $5.02 Billion | $47.98 Million | $4.97 Billion | $724.35 Million | ▲ +10.1 pp |
| 2016 | 682.8% | $4.69 Billion | $48.87 Million | $4.64 Billion | $687.34 Million | ▼ -2.2 pp |
| 2015 | 685.0% | $3.98 Billion | $39.57 Million | $3.94 Billion | $580.47 Million | ▲ +0.7 pp |
| 2014 | 684.3% | $3.35 Billion | $35.07 Million | $3.31 Billion | $489.05 Million | ▼ -91.5 pp |
| 2013 | 775.8% | $2.97 Billion | $35.18 Million | $2.94 Billion | $383.05 Million | ▲ +113.8 pp |
| 2012 | 662.0% | $2.79 Billion | $38.26 Million | $2.75 Billion | $421.05 Million | ▲ +652.9 pp |
| 2011 | 9.2% | $35.96 Million | $35.96 Million | $- | $392.13 Million | ▲ +0.5 pp |
| 2010 | 8.7% | $31.87 Million | $31.87 Million | $- | $367.82 Million | ▼ -3.3 pp |
| 2009 | 12.0% | $36.11 Million | $36.11 Million | $- | $301.80 Million | ▼ -4.2 pp |
| 2008 | 16.1% | $34.97 Million | $34.97 Million | $- | $216.63 Million | ▼ -0.4 pp |
| 2007 | 16.5% | $34.85 Million | $34.85 Million | $- | $211.33 Million | ▲ +2.2 pp |
| 2006 | 14.2% | $30.22 Million | $30.22 Million | $- | $212.11 Million | ▲ +1.7 pp |
| 2005 | 12.6% | $22.90 Million | $22.90 Million | $- | $182.18 Million | ▲ +1.0 pp |
| 2004 | 11.6% | $22.84 Million | $22.84 Million | $- | $196.54 Million | ▲ +4.5 pp |
| 2003 | 7.1% | $13.35 Million | $13.35 Million | $- | $187.99 Million | ▲ +0.0 pp |
| 2002 | 7.1% | $13.84 Million | $13.84 Million | $- | $195.52 Million | ▼ -8.5 pp |
| 2001 | 15.5% | $16.44 Million | $16.44 Million | $- | $105.80 Million | ▼ -0.8 pp |
| 2000 | 16.3% | $16.79 Million | $16.79 Million | $- | $103.02 Million | — |