Purchases and Sales Made in Q3 2025 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
28.5K+ 46.52% |
$1.52M - $1.68M
|
89.7K
$4.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Sippican Capital Advisors
|
BUY
|
- |
6.94KNew |
$370K - $411K
|
6.94K
$365K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.3KNew |
$229K - $255K
|
4.3K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.47K+ 197.76% |
$132K - $146K
|
3.72K
$196K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.19K+ 238.48% |
$117K - $130K
|
3.11K
$164K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.04K+ 53.04% |
$109K - $121K
|
5.89K
$310K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
2.04K+ 13.6% |
$109K - $121K
|
17.1K
$896K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.26K+ 12.45% |
$67.2K - $74.6K
|
11.4K
$599K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
583New |
$31.1K - $34.5K
|
583
$30.7K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
300+ 1.23% |
$16K - $17.8K
|
24.7K
$1.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
244+ 14.4% |
$13K - $14.4K
|
1.94K
$102K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
203+ 7.77% |
$10.8K - $12K
|
2.82K
$148K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
178New |
$9.49K - $10.5K
|
178
$9.36K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
53New |
$2.83K - $3.14K
|
53
$2.79K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
19+ 21.11% |
$1.01K - $1.12K
|
109
$5.73K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 0.31% |
$853 - $947
|
5.24K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6+ 0.1% |
$320 - $355
|
6.23K
$327K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
6New |
$320 - $355
|
6
$315
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 3.91% |
$267 - $296
|
133
$6.99K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2+ 0.63% |
$107 - $118
|
321
$16.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$53.3 - $59.2
|
5.73K
$301K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 33.33% |
$53.3 - $59.2
|
4
$210
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 1.54% |
$587 - $651
|
703
$37K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-16- 20.51% |
$853 - $947
|
62
$3.26K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-121- 0.75% |
$6.45K - $7.16K
|
16.1K
$847K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-200- 1.6% |
$10.7K - $11.8K
|
12.3K
$648K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 3.08% |
$21.3K - $23.7K
|
12.6K
$663K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 3.02% |
$42.7K - $47.3K
|
25.7K
$1.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.06K- 7.89% |
$163K - $181K
|
35.7K
$1.88M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.27K- 9.68% |
$174K - $193K
|
30.5K
$1.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.89K- 18.34% |
$207K - $230K
|
17.3K
$910K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.84K- 36.33% |
$312K - $346K
|
10.2K
$538K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.47K- 38.29% |
$345K - $383K
|
10.4K
$548K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-8.64K- 51.78% |
$461K - $511K
|
8.05K
$423K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37.8K- 17.61% |
$2.02M - $2.24M
|
177K
$9.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-45.7K- 86.77% |
$2.44M - $2.71M
|
6.98K
$367K
|