Latest Institutional Transactions on Wsfs Financial Corp (WSFS)
This table provides information on the latest institutional transactions involving Wsfs Financial Corp (WSFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.15K- 8.55% |
$52.7K - $63.8K
|
12.3K
$646K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.23K+ 6.29% |
$56.5K - $68.4K
|
20.8K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.3K- 27.82% |
$2.31M - $2.8M
|
131K
$6.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
6.65KNew |
$305K - $369K
|
6.65K
$350K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-555- 1.54% |
$25.5K - $30.8K
|
35.6K
$1.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.43K+ 217.22% |
$158K - $191K
|
5.01K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.9KNew |
$179K - $216K
|
3.9K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.25K- 14.61% |
$57.3K - $69.3K
|
7.29K
$384K
|
|
|
Jul 25, 2025
Q2 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
23.4K+ 2.97% |
$1.07M - $1.3M
|
811K
$42.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-347- 7.21% |
$15.9K - $19.3K
|
4.47K
$235K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.5KNew |
$68.9K - $83.3K
|
1.5K
$78.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 46.94% |
$1.06K - $1.28K
|
26
$1.37K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-83.9K- 15.99% |
$3.85M - $4.66M
|
441K
$23.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
128New |
$5.88K - $7.11K
|
128
$6.73K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
610+ 21.69% |
$28K - $33.9K
|
3.42K
$180K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 200.0% |
$184 - $222
|
6
$315
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
13.5K+ 263.14% |
$621K - $751K
|
18.7K
$981K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
5.1KNew |
$234K - $283K
|
5.1K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-68- 1.39% |
$3.12K - $3.78K
|
4.82K
$254K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-32- 0.71% |
$1.47K - $1.78K
|
4.46K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$275 - $333
|
8
$421
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-34- 4.5% |
$1.56K - $1.89K
|
721
$37.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 20.4% |
$2.34K - $2.83K
|
199
$10.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$780 - $944
|
17
$894
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
750+ 5.87% |
$34.4K - $41.7K
|
13.5K
$711K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 25.19% |
$3.03K - $3.67K
|
196
$10.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-252- 47.37% |
$11.6K - $14K
|
280
$14.7K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
36.4K+ 5.11% |
$1.82M - $2.16M
|
748K
$39.3M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 50.0% |
$1.5K - $1.78K
|
30
$1.58K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
12.5KNew |
$624K - $741K
|
12.5K
$657K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-35K- 26.77% |
$1.75M - $2.08M
|
95.8K
$5.04M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
936+ 9.12% |
$46.8K - $55.5K
|
11.2K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.81K+ 22.33% |
$90.5K - $107K
|
9.92K
$522K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.26KNew |
$213K - $253K
|
4.26K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
20.3KNew |
$1.01M - $1.2M
|
20.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-3.37K- 8.37% |
$168K - $200K
|
36.9K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.94KNew |
$197K - $234K
|
3.94K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-85- 90.43% |
$4.25K - $5.04K
|
9
$473
|
|
|
May 14, 2025
Q1 2025
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
SELL
|
- |
-6.47K- 60.81% |
$323K - $384K
|
4.17K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-96- 2.99% |
$4.8K - $5.7K
|
3.12K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.56K- 26.76% |
$128K - $152K
|
7K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-187- 1.16% |
$9.34K - $11.1K
|
15.9K
$837K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-194- 95.1% |
$9.69K - $11.5K
|
10
$526
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.93KNew |
$246K - $293K
|
4.93K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
170New |
$8.49K - $10.1K
|
170
$8.94K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.42K- 17.86% |
$70.8K - $84.1K
|
6.52K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-85- 2.08% |
$4.25K - $5.04K
|
3.99K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-102K- 6.06% |
$5.11M - $6.07M
|
1.59M
$83.4M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-2.4K- 2.06% |
$120K - $142K
|
114K
$6M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
51New |
$2.55K - $3.03K
|
51
$2.68K
|
|