Envestnet Asset Management Inc Wsfs Financial Corp Transaction History

Envestnet Asset Management Inc

$326 Billion
Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in Wsfs Financial Corp stock. As of the latest transaction made, Envestnet Asset Management Inc holds 130,600 shares of WSFS stock, worth $6.58 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

130,600

Previous 180,933 27.82%

Holding current value

$6.58 Million

Previous $9.38 Million 23.45%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$45.9 - $55.54 $2.31 Million - $2.8 Million	-50,333 Reduced 27.82%	130,600 $7.18 Million
Q1 2025 Apr 29, 2025	BUY	$49.95 - $59.33 $98,451 - $116,939	1,971 Added 1.1%	180,933 $9.38 Million
Q4 2024 Feb 12, 2025	BUY	$48.57 - $61.09 $31,473 - $39,586	648 Added 0.36%	178,962 $9.51 Million
Q3 2024 Nov 06, 2024	BUY	$45.65 - $57.21 $132,385 - $165,909	2,900 Added 1.65%	178,314 $9.09 Million
Q2 2024 Aug 08, 2024	SELL	$41.74 - $47.0 $12,355 - $13,912	-296 Reduced 0.17%	175,414 $8.24 Million
Q1 2024 May 13, 2024	BUY	$41.0 - $47.34 $51,086 - $58,985	1,246 Added 0.71%	175,710 $7.93 Million
Q4 2023 Feb 13, 2024	SELL	$33.96 - $47.08 $44,793 - $62,098	-1,319 Reduced 0.75%	174,464 $8.01 Million
Q3 2023 Nov 13, 2023	BUY	$35.43 - $44.24 $2.96 Million - $3.7 Million	83,627 Added 90.75%	175,783 $6.42 Million
Q2 2023 Aug 04, 2023	BUY	$29.94 - $39.77 $61,915 - $82,244	2,068 Added 2.3%	92,156 $3.48 Million
Q1 2023 May 11, 2023	BUY	$37.05 - $51.16 $159,352 - $220,039	4,301 Added 5.01%	90,088 $3.39 Million
Q4 2022 Feb 07, 2023	BUY	$44.36 - $49.78 $118,175 - $132,613	2,664 Added 3.2%	85,787 $3.89 Million
Q3 2022 Nov 10, 2022	BUY	$37.96 - $51.42 $223,280 - $302,452	5,882 Added 7.62%	83,123 $3.86 Million
Q2 2022 Aug 03, 2022	SELL	$37.77 - $45.83 $70,743 - $85,839	-1,873 Reduced 2.37%	77,241 $3.1 Million
Q1 2022 May 04, 2022	BUY	$46.62 - $56.06 $3.44 Million - $4.14 Million	73,824 Added 1395.54%	79,114 $3.69 Million
Q4 2021 Feb 04, 2022	BUY	$47.5 - $55.67 $34,390 - $40,305	724 Added 15.86%	5,290 $265,000
Q3 2021 Oct 07, 2021	SELL	$42.8 - $52.05 $5,564 - $6,766	-130 Reduced 2.77%	4,566 $234,000
Q2 2021 Aug 04, 2021	SELL	$46.59 - $54.54 $166,093 - $194,435	-3,565 Reduced 43.15%	4,696 $219,000
Q1 2021 May 04, 2021	BUY	$42.97 - $54.87 $354,975 - $453,281	8,261 New	8,261 $411,000

Others Institutions Holding WSFS

# of Institutions

302

Shares Held

52.2M

Call Options Held

6.5K

Put Options Held

View Full List

About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.12B
Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...

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Envestnet Asset Management Inc Wsfs Financial Corp Transaction History