WSFS Financial Corporation Strategic Asset Allocation Index
WSFS Financial Corporation 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 net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of WSFS Financial Corporation (2000–2024)
Strategic asset allocation index of WSFS Financial Corporation from 2000 to 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. Check tangible equity quality of WSFS Financial Corporation to evaluate the tangible quality of the company's equity base.
WSFS Financial Corporation Strategic Asset Allocation Index by Year (2000–2024)
WSFS Financial Corporation strategic asset allocation index by year from 2000 to 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. For live market cap and overall valuation, see WSFS Financial Corporation (WSFS) market capitalisation.
| 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 | — |