WSFS Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 1.29%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $1,252,927.56

WSFS Financial Insider Trading History Chart

WSFS Financial Share Price & Price History

^$52.18

▼ -0.066 (-0.13%)

As of 04/29/2025 02:51 PM ET

Days: 30 | 90 | 365

WSFS Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/21/2025	Rodger Levenson	CEO	Sell	7,199	$55.20	$397,384.80	142,780
7/30/2024	Stephen P. Clark	EVP	Sell	12,663	$56.52	$715,712.76	25,671
5/7/2024	Stephen P. Clark	EVP	Sell	3,000	$46.61	$139,830.00	25,671
1/29/2024	Arthur J. Bacci	EVP	Sell	15,992	$46.79	$748,265.68	20,990
12/11/2023	Patrick Joseph Ward	EVP	Sell	2,227	$41.50	$92,420.50	139,186
12/1/2023	Michael J. Donahue	Director	Sell	3,148	$40.30	$126,864.40	11,495
4/27/2023	Christine Elizabeth Davis	EVP	Buy	798	$34.11	$27,219.78	1,753
12/14/2022	Patrick Joseph Ward	EVP	Sell	1,305	$46.38	$60,525.90	140,881
11/11/2022	Rodger Levenson	CEO	Sell	7,945	$48.24	$383,266.80	130,369
11/4/2022	Francis J. Leto	Director	Sell	10,388	$46.57	$483,769.16	9,753
8/11/2022	Francis J. Leto	Director	Sell	3,087	$49.76	$153,609.12	36,241
8/11/2022	Richard Wright	EVP	Sell	3,740	$49.66	$185,728.40	38,456

See Full Table

SEC Filings (Institutional Ownership Changes) for WSFS Financial (NASDAQ:WSFS)

88.49% of WSFS Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

WSFS Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/29/2025	Bank of New York Mellon Corp	451,218	$23.41M	0.0%	-3.9%	0.778%
4/29/2025	Palisade Capital Management LP	748,002	$38.80M	1.1%	-3.2%	1.290%
4/28/2025	Principal Financial Group Inc.	324,266	$16.82M	0.0%	+2.2%	0.559%
4/28/2025	Oregon Public Employees Retirement Fund	13,403	$0.70M	0.0%	-3.6%	0.023%
4/28/2025	Teacher Retirement System of Texas	13,430	$0.70M	0.0%	-5.2%	0.023%
4/28/2025	BLB&B Advisors LLC	5,610	$0.29M	0.0%	N/A	0.010%
4/25/2025	New York State Teachers Retirement System	24,340	$1.26M	0.0%	-1.2%	0.042%
4/25/2025	Amalgamated Bank	16,700	$0.87M	0.0%	-3.1%	0.029%
4/25/2025	KBC Group NV	3,081	$0.16M	0.0%	+6.8%	0.005%
4/24/2025	Allspring Global Investments Holdings LLC	216,108	$11.21M	0.0%	-5.2%	0.373%
4/24/2025	Illinois Municipal Retirement Fund	31,803	$1.65M	0.0%	-1.1%	0.055%
4/21/2025	State of Alaska Department of Revenue	32,502	$1.69M	0.0%	-2.9%	0.056%
4/15/2025	Handelsbanken Fonder AB	16,105	$0.84M	0.0%	+17.5%	0.028%
4/15/2025	SG Americas Securities LLC	8,798	$0.46M	0.0%	N/A	0.015%
4/15/2025	GAMMA Investing LLC	2,038	$0.11M	0.0%	+37.0%	0.004%
4/14/2025	Yousif Capital Management LLC	21,661	$1.12M	0.0%	-3.1%	0.037%
4/14/2025	Wedge Capital Management L L P NC	39,689	$2.06M	0.0%	-41.3%	0.068%
4/8/2025	Rhumbline Advisers	168,512	$8.74M	0.0%	-4.8%	0.291%
4/7/2025	GAMMA Investing LLC	105,711	$5.48M	0.0%	+7,004.2%	0.182%
4/3/2025	Versant Capital Management Inc	532	$28K	0.0%	+90.0%	0.001%
3/24/2025	Wellington Management Group LLP	200,932	$10.68M	0.0%	-6.9%	0.343%
3/18/2025	California State Teachers Retirement System	55,422	$2.95M	0.0%	-2.4%	0.095%
2/20/2025	Forum Financial Management LP	5,659	$0.30M	0.0%	-6.4%	0.010%
2/19/2025	North Star Asset Management Inc.	4,828	$0.26M	0.0%	-10.3%	0.008%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	133,936	$7.12M	0.0%	+5.1%	0.227%
2/17/2025	Voloridge Investment Management LLC	40,308	$2.14M	0.0%	+4.2%	0.068%
2/17/2025	Rafferty Asset Management LLC	51,681	$2.75M	0.0%	-5.7%	0.088%
2/17/2025	ProShare Advisors LLC	17,816	$0.95M	0.0%	-27.8%	0.030%
2/17/2025	Millennium Management LLC	22,009	$1.17M	0.0%	-64.6%	0.037%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	33,659	$1.79M	0.0%	+3.9%	0.057%
2/17/2025	Graham Capital Management L.P.	19,448	$1.03M	0.0%	N/A	0.033%
2/17/2025	Frontier Capital Management Co. LLC	718,978	$38.20M	0.4%	+7.3%	1.221%
2/17/2025	Deutsche Bank AG	51,747	$2.75M	0.0%	+49.6%	0.088%
2/17/2025	Brown Advisory Inc.	827,034	$43.94M	0.1%	-2.2%	1.404%
2/17/2025	Bank of America Corp DE	966,853	$51.37M	0.0%	-3.7%	1.642%
2/17/2025	BNP Paribas Financial Markets	12,557	$0.67M	0.0%	-47.5%	0.021%
2/17/2025	Ameriprise Financial Inc.	139,222	$7.40M	0.0%	-9.7%	0.236%
2/17/2025	Aristotle Capital Boston LLC	59,543	$3.16M	0.1%	-6.2%	0.101%
2/14/2025	Mercer Global Advisors Inc. ADV	4,370	$0.23M	0.0%	N/A	0.007%
2/14/2025	Jane Street Group LLC	17,301	$0.92M	0.0%	-84.8%	0.029%
2/14/2025	Comerica Bank	53,964	$2.87M	0.0%	+16.2%	0.092%
2/14/2025	Lido Advisors LLC	6,389	$0.34M	0.0%	+35.2%	0.011%
2/14/2025	Northern Trust Corp	809,334	$43M	0.0%	+1.2%	1.374%
2/14/2025	The Manufacturers Life Insurance Company	592,736	$31.49M	0.0%	-1.3%	1.006%
2/14/2025	Earnest Partners LLC	304,290	$16.17M	0.1%	+1.4%	0.517%
2/14/2025	Two Sigma Securities LLC	8,111	$0.43M	0.1%	-5.0%	0.014%
2/14/2025	Lord Abbett & CO. LLC	125,739	$6.68M	0.0%	-0.9%	0.213%
2/14/2025	Voya Investment Management LLC	32,949	$1.75M	0.0%	-14.5%	0.056%
2/14/2025	T. Rowe Price Investment Management Inc.	2,313,175	$122.90M	0.1%	+0.9%	3.927%
2/14/2025	Price T Rowe Associates Inc. MD	51,867	$2.76M	0.0%	-33.6%	0.088%
2/14/2025	Hsbc Holdings PLC	24,153	$1.28M	0.0%	+222.8%	0.041%
2/14/2025	Stifel Financial Corp	17,880	$0.95M	0.0%	+3.1%	0.030%
2/14/2025	State of Tennessee Department of Treasury	25,536	$1.36M	0.0%	+60.9%	0.043%
2/14/2025	Tower Research Capital LLC TRC	2,918	$0.16M	0.0%	-62.2%	0.005%
2/14/2025	MetLife Investment Management LLC	35,647	$1.89M	0.0%	+7.6%	0.061%
2/14/2025	Dimensional Fund Advisors LP	3,902,510	$207.34M	0.0%	0.0%	6.626%
2/14/2025	First Trust Advisors LP	114,233	$6.07M	0.0%	+18.7%	0.194%
2/14/2025	Forum Financial Management LP	5,659	$0.30M	0.0%	-6.4%	0.010%
2/13/2025	CANADA LIFE ASSURANCE Co	65,676	$3.49M	0.0%	-2.6%	0.112%
2/13/2025	Champlain Investment Partners LLC	1,234,834	$65.61M	0.4%	-5.0%	2.096%
2/13/2025	Keeley Teton Advisors LLC	16,099	$0.86M	0.1%	-47.5%	0.027%
2/13/2025	XTX Topco Ltd	4,282	$0.23M	0.0%	N/A	0.007%
2/13/2025	Mariner LLC	4,457	$0.24M	0.0%	+5.1%	0.008%
2/13/2025	Barclays PLC	123,166	$6.54M	0.0%	+2.3%	0.209%
2/13/2025	Sterling Capital Management LLC	1,863	$99K	0.0%	+804.4%	0.003%
2/13/2025	Raymond James Financial Inc.	341,943	$18.17M	0.0%	N/A	0.581%
2/13/2025	Renaissance Technologies LLC	158,926	$8.44M	0.0%	-1.9%	0.270%
2/13/2025	Legal & General Group Plc	165,075	$8.77M	0.0%	-3.1%	0.280%
2/13/2025	Invesco Ltd.	954,195	$50.70M	0.0%	-0.7%	1.620%
2/13/2025	Bank of Montreal Can	6,959	$0.37M	0.0%	+11.5%	0.012%
2/13/2025	Envestnet Asset Management Inc.	178,962	$9.51M	0.0%	+0.4%	0.304%
2/13/2025	Wells Fargo & Company MN	229,796	$12.21M	0.0%	+1.3%	0.390%
2/12/2025	Geode Capital Management LLC	1,407,117	$74.78M	0.0%	-1.1%	2.389%
2/12/2025	Franklin Resources Inc.	2,545,695	$135.25M	0.0%	-8.5%	4.322%
2/12/2025	Alliancebernstein L.P.	790,688	$42.01M	0.0%	-1.0%	1.342%
2/12/2025	Wellington Management Group LLP	200,932	$10.68M	0.0%	-6.9%	0.341%
2/12/2025	Clearbridge Investments LLC	227,970	$12.11M	0.0%	-1.0%	0.387%
2/12/2025	Brandywine Global Investment Management LLC	93,949	$4.99M	0.0%	-4.2%	0.160%
2/12/2025	New Age Alpha Advisors LLC	2,796	$0.15M	0.0%	N/A	0.005%
2/12/2025	Norges Bank	616,887	$32.78M	0.0%	N/A	1.047%
2/12/2025	JPMorgan Chase & Co.	1,687,824	$89.67M	0.0%	+309.9%	2.866%
2/11/2025	Haverford Trust Co	9,557	$0.51M	0.0%	-12.4%	0.016%
2/11/2025	Prudential Financial Inc.	59,831	$3.18M	0.0%	-32.5%	0.102%
2/11/2025	Corebridge Financial Inc.	31,476	$1.67M	0.0%	-7.3%	0.053%
2/11/2025	Advantage Alpha Capital Partners LP	10,647	$0.57M	0.1%	+12.5%	0.018%
2/11/2025	Crowley Wealth Management Inc.	600	$32K	0.0%	N/A	0.001%
2/11/2025	Vanguard Group Inc.	7,001,023	$371.96M	0.0%	-0.3%	11.886%
2/11/2025	LPL Financial LLC	21,060	$1.12M	0.0%	+1.2%	0.036%
2/11/2025	KLP Kapitalforvaltning AS	12,630	$0.67M	0.0%	N/A	0.021%
2/11/2025	Sei Investments Co.	56,359	$2.99M	0.0%	+58.4%	0.096%
2/11/2025	American Century Companies Inc.	904,279	$48.04M	0.0%	-0.5%	1.535%
2/11/2025	Teacher Retirement System of Texas	14,167	$0.75M	0.0%	-2.1%	0.024%
2/11/2025	VSM Wealth Advisory LLC	750	$40K	0.0%	N/A	0.001%
2/11/2025	Xponance Inc.	4,230	$0.23M	0.0%	N/A	0.007%
2/10/2025	Thrivent Financial for Lutherans	48,173	$2.56M	0.0%	-6.7%	0.082%
2/10/2025	Cibc World Markets Corp	5,533	$0.29M	0.0%	N/A	0.009%
2/10/2025	Royce & Associates LP	8,732	$0.46M	0.0%	-88.8%	0.015%
2/10/2025	Natixis Advisors LLC	13,884	$0.74M	0.0%	+28.3%	0.024%
2/10/2025	Commonwealth Equity Services LLC	12,803	$0.68M	0.0%	-4.0%	0.022%
2/10/2025	Swiss National Bank	116,540	$6.19M	0.0%	-0.7%	0.198%

Data available starting January 2016

See Full Table

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 mortgage and commercial loans; commercial construction loans; commercial loans for working capital, financing equipment and real estate acquisitions, business expansion and other business purposes; and consumer credit products, such as home equity loans, home equity lines of credit, automobile loans, unsecured lines of credit, and other secured and unsecured personal installment loans. In addition, it offers insurance products; planning and advisory services, investment management, trust services, and credit and deposit products to individual, corporate and institutional clients; retail securities and insurance brokerage services; mortgage and title services; residential mortgage and refinancing solutions; and leases small equipment and fixed assets, as well as provides financial planning, customized investment strategies, brokerage products, fiduciary, 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, and deposit safe cash logistics services, as well as trustee, agency, bankruptcy administration, custodial and commercial domicile services. The company was founded in 1832 and is based in Wilmington, Delaware.

Today's Range

Now: $52.18

$51.43

$52.64

50 Day Range

MA: $50.84

$45.90

$56.18

52 Week Range

Now: $52.18

$42.21

$62.75

Volume

122,628 shs

Average Volume

293,490 shs

Market Capitalization

$3.03 billion

P/E Ratio

11.79

Dividend Yield

1.15%

Beta

0.9

Who are the company insiders with the largest holdings of WSFS Financial?: WSFS Financial's top insider shareholders include:
Rodger Levenson (CEO)
Patrick Joseph Ward (EVP)
Stephen P Clark (EVP)
Arthur J Bacci (EVP)
Michael J Donahue (Director)
Learn More about top insider investors at WSFS Financial.
Who are the major institutional investors of WSFS Financial?: WSFS Financial's top institutional shareholders include:
Palisade Capital Management LP — 1.29%
Bank of New York Mellon Corp — 0.78%
Principal Financial Group Inc. — 0.56%
Allspring Global Investments Holdings LLC — 0.37%
Rhumbline Advisers — 0.29%
GAMMA Investing LLC — 0.18%
Learn More about top institutional investors of WSFS Financial stock.
Which institutional investors are selling WSFS Financial stock?: During the last quarter, WSFS stock was sold by these institutional investors:
Wedge Capital Management L L P NC
Palisade Capital Management LP
Bank of New York Mellon Corp
Allspring Global Investments Holdings LLC
Rhumbline Advisers
State of Alaska Department of Revenue
Teacher Retirement System of Texas
Yousif Capital Management LLC
Within the previous year, company insiders that have sold WSFS Financial company stock include:
Rodger Levenson (CEO)
Patrick Joseph Ward (EVP)
Learn More investors selling WSFS Financial stock.
Which institutional investors are buying WSFS Financial stock?: During the previous quarter, WSFS stock was acquired by institutional investors including:
GAMMA Investing LLC
SG Americas Securities LLC
Principal Financial Group Inc.
BLB&B Advisors LLC
Handelsbanken Fonder AB
GAMMA Investing LLC
Versant Capital Management Inc
KBC Group NV