WSFS Insider Trading

Insider Ownership Percentage: 1.29%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,603,808.44

WSFS Financial Insider Trading History Chart

This chart shows the insider buying and selling history at WSFS Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

WSFS Financial Share Price & Price History

Current Price: $52.90
Price Change: Price Increase of +0.29 (0.55%)
As of 12/20/2024 06:17 PM ET

This chart shows the closing price history over time for WSFS up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

WSFS Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
7/30/2024Stephen P. ClarkEVPSell12,663$56.52$715,712.7625,671View SEC Filing Icon  
5/7/2024Stephen P. ClarkEVPSell3,000$46.61$139,830.0025,671View SEC Filing Icon  
1/29/2024Arthur J. BacciEVPSell15,992$46.79$748,265.6820,990View SEC Filing Icon  
12/11/2023Patrick Joseph WardEVPSell2,227$41.50$92,420.50139,186View SEC Filing Icon  
12/1/2023Michael J. DonahueDirectorSell3,148$40.30$126,864.4011,495View SEC Filing Icon  
4/27/2023Christine Elizabeth DavisEVPBuy798$34.11$27,219.781,753View SEC Filing Icon  
12/14/2022Patrick Joseph WardEVPSell1,305$46.38$60,525.90140,881View SEC Filing Icon  
11/11/2022Rodger LevensonCEOSell7,945$48.24$383,266.80130,369View SEC Filing Icon  
11/4/2022Francis J. LetoDirectorSell10,388$46.57$483,769.169,753View SEC Filing Icon  
8/11/2022Francis J. LetoDirectorSell3,087$49.76$153,609.1236,241View SEC Filing Icon  
8/11/2022Richard WrightEVPSell3,740$49.66$185,728.4038,456View SEC Filing Icon  
4/26/2022Nancy J. FosterDirectorBuy1,000$41.69$41,690.004,213View SEC Filing Icon  
4/19/2022Richard WrightEVPSell1,973$42.03$82,925.1942,196View SEC Filing Icon  
2/17/2022Francis J. LetoDirectorSell1,016$52.31$53,146.96View SEC Filing Icon  
2/2/2022Francis J. LetoDirectorSell18,980$51.49$977,280.20View SEC Filing Icon  
1/27/2022Francis J. LetoDirectorSell6,323$51.93$328,353.39View SEC Filing Icon  
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

This chart shows the instiutional buying and selling at WSFS by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

WSFS Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024Principal Financial Group Inc.306,339$15.62M0.0%-6.8%0.520%Search for SEC Filing on Google Icon
12/13/2024Lord Abbett & CO. LLC126,882$6.47M0.0%-1.9%0.215%Search for SEC Filing on Google Icon
11/27/2024Franklin Resources Inc.2,782,098$142.78M0.0%-8.2%4.723%Search for SEC Filing on Google Icon
11/25/2024Wilmington Savings Fund Society FSB57,558$2.94M0.1%+18.0%0.098%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC12,879$0.66M0.0%+100.8%0.022%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC1,422,616$72.55M0.0%-0.1%2.415%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC120,397$6.14M0.0%+110.8%0.204%Search for SEC Filing on Google Icon
11/15/2024Y Intercept Hong Kong Ltd4,615$0.24M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC114,154$5.82M0.0%+47.9%0.194%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP215,759$11M0.0%-1.1%0.366%Search for SEC Filing on Google Icon
11/15/2024Weiss Asset Management LP18,278$0.93M0.0%N/A0.031%Search for SEC Filing on Google Icon
11/15/2024State Street Corp3,030,372$154.52M0.0%+3.0%5.145%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp17,334$0.88M0.0%-2.9%0.029%Search for SEC Filing on Google Icon
11/15/2024Point72 DIFC Ltd4,170$0.21M0.0%N/A0.007%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC4,472$0.23M0.0%-10.2%0.008%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP8,649$0.44M0.0%N/A0.015%Search for SEC Filing on Google Icon
11/15/2024Paloma Partners Management Co7,185$0.37M0.0%N/A0.012%Search for SEC Filing on Google Icon
11/15/2024Point72 Asia Singapore Pte. Ltd.5,442$0.28M0.1%N/A0.009%Search for SEC Filing on Google Icon
11/14/2024Edgestream Partners L.P.44,914$2.29M0.1%N/A0.076%Search for SEC Filing on Google Icon
11/14/2024Hantz Financial Services Inc.54,975$2.80M0.0%-3.0%0.093%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC127,468$6.50M0.0%-9.7%0.216%Search for SEC Filing on Google Icon
11/14/2024Public Sector Pension Investment Board125,702$6.41M0.0%-4.9%0.213%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC33,144$1.69M0.0%-4.1%0.056%Search for SEC Filing on Google Icon
11/13/2024Glenmede Trust Co. NA9,285$0.47M0.0%+21.0%0.016%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets23,926$1.22M0.0%+95.1%0.041%Search for SEC Filing on Google Icon
11/13/2024FMR LLC4,283$0.22M0.0%+5.9%0.007%Search for SEC Filing on Google Icon
11/13/2024Advantage Alpha Capital Partners LP9,465$0.48M0.1%+18.0%0.016%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company600,348$30.61M0.0%-4.0%1.019%Search for SEC Filing on Google Icon
11/13/2024Loomis Sayles & Co. L P150,091$7.65M0.0%-37.5%0.255%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd15,525$0.79M0.1%N/A0.026%Search for SEC Filing on Google Icon
11/13/2024Fisher Asset Management LLC220,000$11.22M0.0%+20.1%0.374%Search for SEC Filing on Google Icon
11/12/2024Champlain Investment Partners LLC1,299,998$66.29M0.4%+1.2%2.207%Search for SEC Filing on Google Icon
11/12/2024Citigroup Inc.105,232$5.37M0.0%+17.8%0.179%Search for SEC Filing on Google Icon
11/12/2024Eagle Asset Management Inc.255,452$14.30M0.1%+1.5%0.434%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.720,934$36.76M0.0%-0.2%1.224%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC15,222$0.78M0.0%N/A0.026%Search for SEC Filing on Google Icon
11/8/2024Pzena Investment Management LLC816,470$41.63M0.1%-9.2%1.378%Search for SEC Filing on Google Icon
11/8/2024Jennison Associates LLC359,212$18.32M0.0%-27.0%0.606%Search for SEC Filing on Google Icon
11/8/2024PNC Financial Services Group Inc.22,937$1.17M0.0%-2.5%0.039%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC32,648$1.67M0.0%+6.1%0.055%Search for SEC Filing on Google Icon
11/7/2024LMR Partners LLP4,645$0.24M0.0%N/A0.008%Search for SEC Filing on Google Icon
11/7/2024Swiss National Bank117,340$5.98M0.0%-1.0%0.198%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans51,622$2.63M0.0%-1.9%0.087%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC8,915$0.46M0.0%-9.7%0.015%Search for SEC Filing on Google Icon
11/6/2024Mill Creek Capital Advisors LLC14,085$0.72M0.0%N/A0.024%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP78,168$3.99M0.0%+247.4%0.132%Search for SEC Filing on Google Icon
11/6/2024CIBC Asset Management Inc3,969$0.20M0.0%N/A0.007%Search for SEC Filing on Google Icon
11/5/2024Haverford Trust Co10,907$0.56M0.0%-18.0%0.018%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.36,773$1.88M0.0%+30.6%0.062%Search for SEC Filing on Google Icon
11/4/2024Versor Investments LP9,100$0.46M0.1%-38.9%0.015%Search for SEC Filing on Google Icon
11/4/2024Lountzis Asset Management LLC17,000$0.87M0.4%-10.5%0.029%Search for SEC Filing on Google Icon
11/4/2024Los Angeles Capital Management LLC13,560$0.69M0.0%+73.6%0.023%Search for SEC Filing on Google Icon
11/4/2024State of New Jersey Common Pension Fund D39,706$2.03M0.0%-7.8%0.067%Search for SEC Filing on Google Icon
11/1/2024Verdence Capital Advisors LLC25,000$1.28M0.1%-16.7%0.042%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.306,339$15.62M0.0%-6.8%0.517%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank17,417$0.89M0.0%-5.1%0.029%Search for SEC Filing on Google Icon
10/29/2024Lansing Street Advisors4,056$0.21M0.1%N/A0.007%Search for SEC Filing on Google Icon
10/28/2024Stephens Inc. AR4,101$0.21M0.0%N/A0.007%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System24,740$1.26M0.0%-3.9%0.042%Search for SEC Filing on Google Icon
10/25/2024abrdn plc620,808$31.66M0.1%+1.0%1.047%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue33,823$1.72M0.0%-4.1%0.057%Search for SEC Filing on Google Icon
10/24/2024Modera Wealth Management LLC32,641$1.66M0.0%-6.8%0.055%Search for SEC Filing on Google Icon
10/24/2024Sageworth Trust Co4,181$0.21M0.0%-70.5%0.007%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System28,700$1.46M0.0%-5.0%0.048%Search for SEC Filing on Google Icon
10/23/2024Assenagon Asset Management S.A.27,683$1.41M0.0%N/A0.047%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC918$47K0.0%+5,000.0%0.002%Search for SEC Filing on Google Icon
10/22/2024Private Advisor Group LLC28,655$1.46M0.0%-0.7%0.048%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC205,936$10.50M0.0%-2.5%0.347%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates84,878$4.33M0.0%-22.5%0.143%Search for SEC Filing on Google Icon
10/17/2024AlphaMark Advisors LLC6,470$0.33M0.1%-7.7%0.011%Search for SEC Filing on Google Icon
10/11/2024Wedge Capital Management L L P NC68,107$3.47M0.1%-17.3%0.113%Search for SEC Filing on Google Icon
10/7/2024Diversified Trust Co12,807$0.65M0.0%+12.5%0.021%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC1,451$74K0.0%+41.8%0.002%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB12,305$0.63M0.0%+9.8%0.020%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC2,488$0.13M0.0%N/A0.004%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC6,413$0.28M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC6,072$0.29M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/16/2024Ascent Group LLC4,270$0.20M0.0%N/A0.007%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company625,613$29.40M0.0%-10.1%1.041%Search for SEC Filing on Google Icon
8/15/2024Earnest Partners LLC311,226$14.63M0.1%-4.3%0.518%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC23,763$1.12M0.0%+265.1%0.040%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board132,202$6.21M0.0%+6.5%0.223%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC9,294$0.44M0.0%-23.7%0.016%Search for SEC Filing on Google Icon
8/14/2024Profund Advisors LLC5,273$0.25M0.0%+9.4%0.009%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans52,621$2.47M0.0%-5.4%0.089%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.48,343$2.27M0.0%+34.1%0.082%Search for SEC Filing on Google Icon
8/13/2024Public Employees Retirement Association of Colorado8,606$0.40M0.0%-6.9%0.015%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd5,477$0.26M0.0%N/A0.009%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC13,118$0.62M0.0%-83.3%0.022%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank18,348$0.86M0.0%-2.7%0.031%Search for SEC Filing on Google Icon
8/10/2024Denali Advisors LLC73,100$3.44M0.9%N/A0.123%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC208,465$9.80M0.0%-30.1%0.352%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP3,903,255$183.45M0.0%+2.9%6.586%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.175,414$8.24M0.0%-0.2%0.296%Search for SEC Filing on Google Icon
8/8/2024American Century Companies Inc.877,467$41.24M0.0%+27.9%1.480%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D43,078$2.03M0.0%-32.4%0.073%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp49,289$2.32M0.0%-7.0%0.082%Search for SEC Filing on Google Icon
8/6/2024Corbyn Investment Management Inc. MD34,651$1.63M0.7%-1.2%0.058%Search for SEC Filing on Google Icon
8/6/2024Great Lakes Advisors LLC60,595$2.85M0.0%+7.0%0.101%Search for SEC Filing on Google Icon
8/6/2024North Star Asset Management Inc.7,251$0.34M0.0%-40.3%0.012%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
WSFS Financial logo
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.
Read More on WSFS Financial

Today's Range

Now: $52.90
Low: $52.14
High: $53.82

50 Day Range

MA: $55.56
Low: $49.10
High: $61.09

52 Week Range

Now: $52.90
Low: $40.19
High: $62.75

Volume

863,751 shs

Average Volume

279,622 shs

Market Capitalization

$3.12 billion

P/E Ratio

12.08

Dividend Yield

1.14%

Beta

1.06

Who are the company insiders with the largest holdings of WSFS Financial?

WSFS Financial's top insider shareholders include:
  1. Patrick Joseph Ward (EVP)
  2. Stephen P Clark (EVP)
  3. Arthur J Bacci (EVP)
  4. Michael J Donahue (Director)
  5. Christine Elizabeth Davis (EVP)
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:
  1. State Street Corp — 5.14%
  2. Franklin Resources Inc. — 4.72%
  3. Geode Capital Management LLC — 2.42%
  4. Champlain Investment Partners LLC — 2.21%
  5. Pzena Investment Management LLC — 1.38%
  6. Charles Schwab Investment Management Inc. — 1.22%
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:
  1. Franklin Resources Inc.
  2. Jennison Associates LLC
  3. Loomis Sayles & Co. L P
  4. Pzena Investment Management LLC
  5. The Manufacturers Life Insurance Company
  6. Raymond James & Associates
  7. Principal Financial Group Inc.
  8. Principal Financial Group Inc.
Within the previous year, company insiders that have sold WSFS Financial company stock include:
  1. Patrick Joseph Ward (EVP)
  2. Stephen P Clark (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:
  1. State Street Corp
  2. Barclays PLC
  3. Royce & Associates LP
  4. Edgestream Partners L.P.
  5. Jane Street Group LLC
  6. Fisher Asset Management LLC
  7. Assenagon Asset Management S.A.
  8. Weiss Asset Management LP