Wsfs Financial Corp WSFS
We take great care to ensure that the data presented and summarized in this overview for WSFS FINANCIAL CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WSFS
View all-
Black Rock Inc. New York, NY8.61MShares$462 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA7.02MShares$377 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX3.9MShares$210 Million0.05% of portfolio
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State Street Corp Boston, MA3.03MShares$163 Million0.01% of portfolio
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Franklin Resources Inc San Mateo, CA2.78MShares$149 Million0.04% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD2.29MShares$123 Million0.07% of portfolio
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Macquarie Group LTD Australia, C31.69MShares$91 Million0.1% of portfolio
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Geode Capital Management, LLC Boston, MA1.42MShares$76.4 Million0.01% of portfolio
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Champlain Investment Partners, LLC Burlington, VT1.3MShares$69.8 Million0.42% of portfolio
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Bank Of America Corp Charlotte, NC1MShares$53.9 Million0.0% of portfolio
Latest Institutional Activity in WSFS
Top Purchases
Top Sells
About WSFS
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, interest-bearing demand deposits, money market deposit accounts, and certificates of deposit, as well as accepts jumbo certificates of deposit from individuals, businesses, and municipalities. The company also provides a range of loans, which comprise fixed and adjustable rate residential loans; commercial real estate mortgage loans; commercial construction loans to developers; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion, and other business purposes; and consumer credit products, such as home improvement, automobile, and other secured and unsecured personal installment loans, as well as home equity lines and unsecured lines of credit, and government-insured reverse mortgages. In addition, it offers various third-party investment and insurance products, such as single-premium annuities, whole life policies, and securities; investment advisory services to high net worth individuals and institutions; mortgage and title services; and leases small equipment and fixed assets, as well as cash management, trust, and wealth management services. Further, the company provides ATM vault cash, smart safe, and other cash logistics services; and online reporting and ATM cash management, predictive cash ordering and reconcilement services, armored carrier management, loss protection, ATM processing equipment sales, and deposit safe cash logistics services. As of December 31, 2020, it operated 112 offices, including 52 in Pennsylvania, 42 in Delaware, 16 in New Jersey, 1 in Virginia, and 1 in Nevada. The company was founded in 1832 and is headquartered in Wilmington, Delaware.
Insider Transactions at WSFS
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 05
2024
|
Eleuthere I Du Pont |
BUY
Bona fide gift
|
Indirect |
1,180
+13.94%
|
-
|
Dec 05
2024
|
Eleuthere I Du Pont |
SELL
Bona fide gift
|
Direct |
1,180
-12.61%
|
-
|
Nov 06
2024
|
Jamie Patrick Hopkins Executive Vice President |
SELL
Open market or private sale
|
Direct |
8,090
-44.37%
|
$461,130
$57.75 P/Share
|
Oct 02
2024
|
Jamie Patrick Hopkins Executive Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
1,572
-7.94%
|
$75,456
$48.79 P/Share
|
Aug 15
2024
|
David Burg Executive Vice President |
BUY
Grant, award, or other acquisition
|
Direct |
27,685
+43.18%
|
$1,384,250
$50.57 P/Share
|
Aug 09
2024
|
Lynn Mckee |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+7.23%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
David G Turner |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+5.28%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Jennifer W Davis |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+4.57%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Michael J Donahue |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+8.64%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Eleuthere I Du Pont |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+11.37%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Nancy J Foster |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+13.84%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Christopher Gheysens |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+9.91%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Anat Bird |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+4.63%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Francis B. Brake |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+5.87%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Karen Dougherty Buchholz |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+4.17%
|
$58,849
$49.99 P/Share
|
Aug 09
2024
|
Diego F. Calderin |
BUY
Grant, award, or other acquisition
|
Direct |
1,201
+9.54%
|
$58,849
$49.99 P/Share
|
Jul 30
2024
|
Stephen P Clark EVP |
SELL
Open market or private sale
|
Direct |
12,663
-17.77%
|
$709,128
$56.59 P/Share
|
Jul 30
2024
|
Stephen P Clark EVP |
BUY
Exercise of conversion of derivative security
|
Direct |
12,663
+14.69%
|
$455,868
$36.11 P/Share
|
Jul 30
2024
|
Arthur J Bacci Executive Vice President |
SELL
Open market or private sale
|
Direct |
8,609
-14.85%
|
$482,104
$56.48 P/Share
|
Jul 30
2024
|
Arthur J Bacci Executive Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
8,609
+12.7%
|
$370,187
$43.98 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 79.1K shares |
---|---|
Bona fide gift | 1.18K shares |
Exercise of conversion of derivative security | 39.9K shares |
Bona fide gift | 1.18K shares |
---|---|
Payment of exercise price or tax liability | 14.9K shares |
Open market or private sale | 48.4K shares |