Latest Institutional Purchases of Wsfs Financial Corp (WSFS)
This list provides information on the latest institutional transactions involving Wsfs Financial Corp (WSFS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
56+ 1.31% |
$2.99K - $3.31K
|
4.33K
$236K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53New |
$2.83K - $3.14K
|
53
$2.89K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
51+ 25.63% |
$2.72K - $3.02K
|
250
$13.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 21.43% |
$2.24K - $2.49K
|
238
$13K
|
|
|
Nov 14, 2025
Q3 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
34+ 0.32% |
$1.81K - $2.01K
|
10.7K
$583K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
34+ 0.14% |
$1.81K - $2.01K
|
24.9K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
31New |
$1.65K - $1.83K
|
31
$1.69K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26+ 0.26% |
$1.39K - $1.54K
|
10.2K
$556K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
21+ 2.91% |
$1.12K - $1.24K
|
742
$40.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
19+ 0.31% |
$1.01K - $1.12K
|
6.18K
$337K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
19+ 21.11% |
$1.01K - $1.12K
|
109
$5.95K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 14.06% |
$960 - $1.07K
|
146
$7.96K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 0.31% |
$853 - $947
|
5.24K
$286K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15+ 0.29% |
$800 - $888
|
5.11K
$279K
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
12+ 0.3% |
$640 - $710
|
4.07K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8New |
$427 - $473
|
8
$436
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$320 - $355
|
6
$327
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6+ 0.1% |
$320 - $355
|
6.23K
$340K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 3.91% |
$267 - $296
|
133
$7.26K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3+ 0.01% |
$160 - $178
|
54.7K
$2.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.63% |
$107 - $118
|
321
$17.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 5.26% |
$53.3 - $59.2
|
20
$1.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$53.3 - $59.2
|
5.73K
$313K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$53.3 - $59.2
|
4
$218
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
85.7KNew |
$3.94M - $4.76M
|
85.7K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
80.5KNew |
$3.69M - $4.47M
|
80.5K
$4.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
19.6K+ 288.44% |
$899K - $1.09M
|
26.4K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
14.9KNew |
$685K - $829K
|
14.9K
$814K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14K+ 125.22% |
$643K - $778K
|
25.2K
$1.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
11.1KNew |
$512K - $619K
|
11.1K
$608K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
6.5KNew |
$298K - $361K
|
6.5K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.53KNew |
$254K - $307K
|
5.53K
$302K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
5.1KNew |
$234K - $283K
|
5.1K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.05KNew |
$232K - $280K
|
5.05K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
4.69K+ 3.35% |
$215K - $261K
|
145K
$7.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.29KNew |
$197K - $238K
|
4.29K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.01KNew |
$184K - $223K
|
4.01K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Jain Global LLC
New York, NY |
BUY
|
- |
3.7KNew |
$170K - $205K
|
3.7K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.7KNew |
$170K - $205K
|
3.7K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.5KNew |
$68.9K - $83.3K
|
1.5K
$81.8K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
875+ 0.38% |
$40.2K - $48.6K
|
233K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
844+ 2281.08% |
$38.7K - $46.9K
|
881
$48.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
750+ 5.87% |
$34.4K - $41.7K
|
13.5K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
457+ 10.85% |
$21K - $25.4K
|
4.67K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
249New |
$11.4K - $13.8K
|
249
$13.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
181+ 167.59% |
$8.31K - $10.1K
|
289
$15.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
135+ 1.96% |
$6.2K - $7.5K
|
7.04K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
62+ 221.43% |
$2.85K - $3.44K
|
90
$4.91K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50+ 5.1% |
$2.3K - $2.78K
|
1.03K
$56.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$780 - $944
|
17
$927
|
|