Purchases and Sales Made in Q2 2025 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q2 2025. The information is specifically focused on institutions that hold shares of WSFS FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 2.41% |
$4.73K - $5.72K
|
4.38K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100+ 1.11% |
$4.59K - $5.55K
|
9.11K
$504K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.41% |
$4.59K - $5.55K
|
24.4K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
67+ 1.51% |
$3.08K - $3.72K
|
4.51K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
62+ 221.43% |
$2.85K - $3.44K
|
90
$4.98K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
50+ 5.1% |
$2.3K - $2.78K
|
1.03K
$57K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30+ 40.0% |
$1.38K - $1.67K
|
105
$5.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 18.18% |
$918 - $1.11K
|
130
$7.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19New |
$872 - $1.06K
|
19
$1.05K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 8.63% |
$780 - $944
|
214
$11.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$780 - $944
|
17
$941
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
16+ 0.31% |
$734 - $889
|
5.1K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7+ 0.11% |
$321 - $389
|
6.22K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 200.0% |
$184 - $222
|
6
$332
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
3+ 2.4% |
$138 - $167
|
128
$7.08K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 3.45% |
$45.9 - $55.5
|
28
$1.55K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 2.5% |
$91.8 - $111
|
78
$4.32K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 42.86% |
$275 - $333
|
8
$443
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-11- 0.42% |
$505 - $611
|
2.61K
$145K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13- 56.52% |
$597 - $722
|
10
$553
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 46.94% |
$1.06K - $1.28K
|
26
$1.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-23- 13.53% |
$1.06K - $1.28K
|
147
$8.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27- 3.64% |
$1.24K - $1.5K
|
714
$39.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-28- 0.02% |
$1.29K - $1.56K
|
168K
$9.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-32- 0.71% |
$1.47K - $1.78K
|
4.46K
$247K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-34- 4.5% |
$1.56K - $1.89K
|
721
$39.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-44- 12.12% |
$2.02K - $2.44K
|
319
$17.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-51- 20.4% |
$2.34K - $2.83K
|
199
$11K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 25.19% |
$3.03K - $3.67K
|
196
$10.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-68- 1.39% |
$3.12K - $3.78K
|
4.82K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-70- 0.21% |
$3.21K - $3.89K
|
33.7K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98- 3.14% |
$4.5K - $5.44K
|
3.02K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-168- 89.36% |
$7.71K - $9.33K
|
20
$1.11K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-168- 31.76% |
$7.71K - $9.33K
|
361
$20K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-170- 2.68% |
$7.8K - $9.44K
|
6.16K
$341K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
SELL
|
- |
-196- 3.95% |
$9K - $10.9K
|
4.76K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-252- 47.37% |
$11.6K - $14K
|
280
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-261- 5.76% |
$12K - $14.5K
|
4.27K
$236K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-270- 2.27% |
$12.4K - $15K
|
11.6K
$643K
|
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-332- 1.04% |
$15.2K - $18.4K
|
31.5K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-343- 16.83% |
$15.7K - $19.1K
|
1.7K
$93.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-347- 7.21% |
$15.9K - $19.3K
|
4.47K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-354- 7.36% |
$16.2K - $19.7K
|
4.45K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-396- 11.51% |
$18.2K - $22K
|
3.05K
$169K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.98% |
$18.4K - $22.2K
|
13K
$720K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-431- 2.52% |
$19.8K - $23.9K
|
16.7K
$923K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-466- 2.79% |
$21.4K - $25.9K
|
16.2K
$898K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-467- 2.16% |
$21.4K - $25.9K
|
21.2K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 9.34% |
$22.6K - $27.4K
|
4.79K
$265K
|