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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.35K- 22.37% |
$71.9K - $79.8K
|
4.68K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-45- 4.63% |
$2.4K - $2.66K
|
927
$50.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
112+ 76.19% |
$5.97K - $6.63K
|
259
$14.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
422+ 12.33% |
$22.5K - $25K
|
3.85K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-109- 2.42% |
$5.81K - $6.45K
|
4.4K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
11.5K+ 35.6% |
$614K - $681K
|
43.8K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
12+ 0.3% |
$640 - $710
|
4.07K
$222K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
51+ 25.63% |
$2.72K - $3.02K
|
250
$13.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-41K- 2.58% |
$2.19M - $2.42M
|
1.54M
$84.3M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
2.63K+ 7.38% |
$140K - $155K
|
38.2K
$2.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-228- 1.02% |
$12.2K - $13.5K
|
22.1K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-227K- 3.57% |
$12.1M - $13.5M
|
6.13M
$335M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.6K- 67.71% |
$674K - $748K
|
6.03K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-18- 13.85% |
$960 - $1.07K
|
112
$6.11K
|
|
|
Nov 07, 2025
Q3 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
117K+ 14.45% |
$6.25M - $6.94M
|
928K
$50.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-20- 3.15% |
$1.07K - $1.18K
|
614
$33.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
4.6K+ 69.14% |
$245K - $272K
|
11.3K
$614K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.1K- 2.43% |
$219K - $243K
|
164K
$8.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
15+ 0.29% |
$800 - $888
|
5.11K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.4KNew |
$128K - $142K
|
2.4K
$131K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
24.7K+ 12.75% |
$1.32M - $1.46M
|
218K
$11.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-705- 2.24% |
$37.6K - $41.7K
|
30.8K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-39.2K- 8.89% |
$2.09M - $2.32M
|
402K
$21.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
340+ 7.11% |
$18.1K - $20.1K
|
5.13K
$280K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
87+ 0.42% |
$4.64K - $5.15K
|
20.9K
$1.14M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
218+ 7.16% |
$11.6K - $12.9K
|
3.26K
$178K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-289- 6.07% |
$15.4K - $17.1K
|
4.47K
$244K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.38K- 18.41% |
$127K - $141K
|
10.5K
$575K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
42+ 21.43% |
$2.24K - $2.49K
|
238
$13K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2K- 4.6% |
$107K - $118K
|
41.5K
$2.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-59.4K- 18.02% |
$3.17M - $3.51M
|
270K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
328+ 312.38% |
$17.5K - $19.4K
|
433
$23.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
223+ 5.12% |
$11.9K - $13.2K
|
4.58K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.38K- 2.85% |
$73.7K - $81.7K
|
47K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.24K- 3.25% |
$226K - $251K
|
126K
$6.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-514- 10.66% |
$27.4K - $30.4K
|
4.31K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
14.6KNew |
$777K - $862K
|
14.6K
$794K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-176- 94.62% |
$9.39K - $10.4K
|
10
$546
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-57.8K- 37.8% |
$3.09M - $3.42M
|
95.2K
$5.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
8New |
$427 - $473
|
8
$436
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-294- 1.72% |
$15.7K - $17.4K
|
16.8K
$916K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
58.3K+ 1163.41% |
$3.11M - $3.45M
|
63.3K
$3.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.5KNew |
$1.04M - $1.15M
|
19.5K
$1.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.2K- 41.34% |
$384K - $426K
|
10.2K
$557K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-123- 3.08% |
$6.56K - $7.28K
|
3.87K
$211K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.03K- 14.05% |
$54.7K - $60.6K
|
6.27K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Cooke & Bieler LP
|
BUY
|
- |
138K+ 15.47% |
$7.37M - $8.18M
|
1.03M
$56.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.03K+ 23.07% |
$55K - $61K
|
5.5K
$300K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.99KNew |
$320K - $355K
|
5.99K
$327K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
4.48K+ 7.02% |
$239K - $265K
|
68.3K
$3.72M
|
|