Purchases and Sales Made in Q4 2025 in Wsfs Financial Corp (WSFS)
This table provides information about the institutional ownership of Wsfs Financial Corp (WSFS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
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
|
Assenagon Asset Management S.A.
|
BUY
|
- |
13.5KNew |
$680K - $749K
|
13.5K
$737K
|
|
|
Jan 22, 2026
Q4 2025
|
Prosperity Advisers, LLC
Fort Washington, PA |
BUY
|
- |
4.11KNew |
$207K - $228K
|
4.11K
$224K
|
|
|
Jan 23, 2026
Q4 2025
|
Sippican Capital Advisors
|
BUY
|
- |
3.7K+ 53.22% |
$186K - $205K
|
10.6K
$580K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
3.18K+ 19862.5% |
$160K - $176K
|
3.19K
$174K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.36K+ 0.77% |
$68.3K - $75.2K
|
178K
$9.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.28K+ 21.66% |
$64.2K - $70.8K
|
7.17K
$391K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
63+ 2.24% |
$3.17K - $3.49K
|
2.88K
$157K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$3.02K - $3.33K
|
60
$3.27K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 6.51% |
$2.82K - $3.11K
|
916
$50K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
56+ 2.89% |
$2.82K - $3.11K
|
2K
$109K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
24+ 0.56% |
$1.21K - $1.33K
|
4.33K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
22New |
$1.11K - $1.22K
|
22
$1.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
19+ 0.31% |
$957 - $1.05K
|
6.2K
$338K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 65.38% |
$856 - $943
|
43
$2.35K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 0.31% |
$806 - $887
|
5.26K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
9New |
$453 - $499
|
9
$491
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9New |
$453 - $499
|
9
$491
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 28.57% |
$403 - $444
|
36
$1.96K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 29.41% |
$252 - $277
|
22
$1.2K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$151 - $166
|
10.2K
$557K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3+ 15.0% |
$151 - $166
|
23
$1.25K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 12.5% |
$50.4 - $55.5
|
9
$491
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 1.56% |
$252 - $277
|
316
$17.2K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-236- 0.77% |
$11.9K - $13.1K
|
30.3K
$1.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-446- 11.98% |
$22.5K - $24.7K
|
3.28K
$179K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 2.72% |
$35.2K - $38.8K
|
25K
$1.36M
|
|
|
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
|
Corbyn Investment Management Inc
|
SELL
|
- |
-1.1K- 3.27% |
$55.4K - $61K
|
32.6K
$1.78M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.49K- 14.36% |
$125K - $138K
|
14.8K
$809K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-18.5K- 4.61% |
$932K - $1.03M
|
383K
$20.9M
|
|