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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 29.41% |
$252 - $277
|
22
$1.2K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
63+ 2.24% |
$3.17K - $3.49K
|
2.88K
$157K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.36K+ 0.77% |
$68.3K - $75.2K
|
178K
$9.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-759- 2.13% |
$38.2K - $42.1K
|
34.9K
$1.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 65.38% |
$856 - $943
|
43
$2.35K
|
|
|
Jan 13, 2026
Q4 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.1K- 3.27% |
$55.4K - $61K
|
32.6K
$1.78M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
13.5KNew |
$680K - $749K
|
13.5K
$737K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
23.6K+ 338.56% |
$1.19M - $1.31M
|
30.6K
$1.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 15.0% |
$151 - $166
|
23
$1.25K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28K+ 21.66% |
$64.2K - $70.8K
|
7.17K
$391K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
22New |
$1.11K - $1.22K
|
22
$1.2K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 28.57% |
$403 - $444
|
36
$1.96K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56+ 2.89% |
$2.82K - $3.11K
|
2K
$109K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-19K- 77.31% |
$1.01M - $1.12M
|
5.58K
$304K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 14.06% |
$960 - $1.07K
|
146
$7.96K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
101New |
$5.39K - $5.98K
|
101
$5.51K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.85KNew |
$205K - $228K
|
3.85K
$210K
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
100New |
$5.33K - $5.92K
|
100
$5.46K
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
687+ 1.22% |
$36.6K - $40.6K
|
57.1K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
500+ 159.74% |
$26.7K - $29.6K
|
813
$44.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-16.5K- 2.83% |
$880K - $976K
|
566K
$30.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.58K- 65.88% |
$298K - $330K
|
2.89K
$158K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-7.65K- 23.01% |
$408K - $452K
|
25.6K
$1.4M
|
|
|
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 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.26KNew |
$227K - $252K
|
4.26K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.82K- 7.17% |
$470K - $522K
|
114K
$6.23M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-72.2K- 69.13% |
$3.85M - $4.27M
|
32.2K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
284+ 4.08% |
$15.1K - $16.8K
|
7.24K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
25.9K+ 596.79% |
$1.38M - $1.53M
|
30.2K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-11K- 11.49% |
$587K - $651K
|
84.8K
$4.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.5K- 1.62% |
$561K - $622K
|
639K
$34.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.35K+ 80.68% |
$178K - $198K
|
7.49K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-155- 1.61% |
$8.27K - $9.17K
|
9.47K
$517K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
27KNew |
$1.44M - $1.6M
|
27K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-262K- 17.42% |
$14M - $15.5M
|
1.24M
$67.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
18.6K+ 31.93% |
$990K - $1.1M
|
76.7K
$4.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-315- 4.16% |
$16.8K - $18.6K
|
7.25K
$396K
|
|
|
Nov 14, 2025
Q3 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
6.17KNew |
$329K - $365K
|
6.17K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
776+ 7.97% |
$41.4K - $45.9K
|
10.5K
$573K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.7K+ 138.83% |
$729K - $808K
|
23.5K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
27.7K+ 0.93% |
$1.48M - $1.64M
|
3.02M
$165M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.6K- 78.04% |
$778K - $863K
|
4.11K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.1K- 6.28% |
$112K - $124K
|
31.3K
$1.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.2K- 1.95% |
$117K - $130K
|
111K
$6.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89.1KNew |
$4.75M - $5.27M
|
89.1K
$4.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.51K- 4.4% |
$454K - $504K
|
185K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
31.2K+ 4.06% |
$1.66M - $1.85M
|
800K
$43.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-13.4K- 1.84% |
$714K - $792K
|
713K
$38.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 0.57% |
$1.17K - $1.3K
|
3.87K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-61.1K- 37.14% |
$3.26M - $3.62M
|
103K
$5.64M
|
|