WSFS Insider Trading

Insider Ownership Percentage: 1.29%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $1,823,093.34

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: $51.03
Price Change: Price Decrease of -1.42 (-2.71%)
As of 09/6/2024 01:00 AM 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  
12/13/2021Peggy H. EddensEVPSell1,552$49.19$76,342.88View SEC Filing Icon  
11/2/2021Richard WrightEVPSell1,733$53.66$92,992.78View SEC Filing Icon  
10/25/2021Richard WrightEVPSell10,362$53.26$551,880.12View 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
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 Company 625,613$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
8/5/2024Victory Capital Management Inc.28,156$1.32M0.0%+3.9%0.047%Search for SEC Filing on Google Icon
8/2/2024Cooke & Bieler LP959,524$45.10M0.4%-3.6%1.597%Search for SEC Filing on Google Icon
8/2/2024Pzena Investment Management LLC899,659$42.28M0.1%-3.5%1.497%Search for SEC Filing on Google Icon
8/2/2024Allegheny Financial Group LTD5,041$0.24M0.1%-9.3%0.008%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers188,257$8.85M0.0%-1.4%0.313%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC10,893$0.51M0.0%-3.4%0.018%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC14,971$0.70M0.0%-28.8%0.025%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System20,952$0.99M0.0%-4.0%0.035%Search for SEC Filing on Google Icon
7/30/2024Hantz Financial Services Inc.56,690$2.66M0.1%N/A0.094%Search for SEC Filing on Google Icon
7/29/2024Modera Wealth Management LLC35,041$1.65M0.0%-46.7%0.058%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.328,590$15.44M0.0%-3.7%0.547%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC2,418$0.11M0.0%N/A0.004%Search for SEC Filing on Google Icon
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank10,672$0.50M0.0%-18.9%0.018%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC211,294$9.93M0.0%-10.5%0.352%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp554,538$26.06M0.0%-2.1%0.923%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System30,200$1.42M0.0%+0.7%0.050%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates109,505$5.15M0.0%-0.9%0.182%Search for SEC Filing on Google Icon
7/17/2024AlphaMark Advisors LLC7,009$0.33M0.1%N/A0.012%Search for SEC Filing on Google Icon
7/17/2024Wedge Capital Management L L P NC82,371$3.87M0.1%+29.2%0.137%Search for SEC Filing on Google Icon
7/16/2024Diversified Trust Co11,382$0.54M0.0%+2.0%0.019%Search for SEC Filing on Google Icon
7/2/2024GAMMA Investing LLC1,023$48K0.0%+40.5%0.002%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank52,931$2.39M0.0%-7.5%0.088%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System60,706$2.74M0.0%-5.9%0.101%Search for SEC Filing on Google Icon
5/15/2024Earnest Partners LLC325,081$14.67M0.1%-2.7%0.541%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement Association of Colorado9,240$0.42M0.0%-15.4%0.015%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD201,985$9.12M0.0%+35.8%0.336%Search for SEC Filing on Google Icon
5/15/2024Keeley Teton Advisors LLC31,435$1.42M0.2%+12.7%0.052%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co53,103$2.39M0.0%+5.4%0.088%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.32,589$1.47M0.0%-2.2%0.054%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.17,354$0.78M0.0%+16.5%0.029%Search for SEC Filing on Google Icon
5/13/2024Ameritas Investment Partners Inc.6,027$0.27M0.0%-5.0%0.010%Search for SEC Filing on Google Icon
5/13/2024Champlain Investment Partners LLC1,293,281$58.38M0.3%+14.1%2.152%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.7,338,200$331.25M0.0%+5.3%12.214%Search for SEC Filing on Google Icon
5/10/2024Jupiter Asset Management Ltd.27,754$1.25M0.0%N/A0.046%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System16,040$0.72M0.0%-8.3%0.027%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC12,182$0.55M0.0%+6.0%0.020%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.820$37K0.0%-93.3%0.001%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.36,045$1.63M0.0%-9.7%0.060%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank119,840$5.41M0.0%-0.4%0.199%Search for SEC Filing on Google Icon
5/7/2024Illinois Municipal Retirement Fund33,780$1.53M0.0%-1.7%0.056%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC6,605$0.30M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/6/2024Texas Permanent School Fund Corp52,982$2.39M0.0%+1.0%0.088%Search for SEC Filing on Google Icon
5/3/2024Pzena Investment Management LLC932,721$42.10M0.1%-7.0%1.552%Search for SEC Filing on Google Icon
5/2/2024Jennison Associates LLC346,227$15.63M0.0%-35.0%0.576%Search for SEC Filing on Google Icon
5/2/2024Haverford Trust Co13,307$0.60M0.0%-18.4%0.022%Search for SEC Filing on Google Icon
5/2/2024Fidelis Capital Partners LLC986$45K0.0%N/A0.002%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC8,976$0.41M0.0%-56.4%0.015%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets30,156$1.36M0.0%+51.4%0.050%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.27,342$1.23M0.0%-1.9%0.046%Search for SEC Filing on Google Icon
4/30/2024Commonwealth Equity Services LLC21,012$0.95M0.0%-2.1%0.035%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.341,267$15.41M0.0%+7.8%0.568%Search for SEC Filing on Google Icon
4/26/2024Yousif Capital Management LLC27,244$1.23M0.0%-9.2%0.045%Search for SEC Filing on Google Icon
4/25/2024New York State Teachers Retirement System30,503$1.38M0.0%+8.5%0.051%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.123,639$5.58M0.0%-39.7%0.206%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System30,000$1.35M0.0%-1.3%0.050%Search for SEC Filing on Google Icon
4/22/2024Raymond James & Associates110,546$4.99M0.0%+5.5%0.184%Search for SEC Filing on Google Icon
4/20/2024Maryland State Retirement & Pension System21,814$0.92M0.0%-1.2%0.036%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue36,888$1.67M0.0%-1.3%0.061%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC235,953$10.65M0.0%+41.8%0.393%Search for SEC Filing on Google Icon
4/18/2024Diversified Trust Co11,157$0.50M0.0%+41.6%0.019%Search for SEC Filing on Google Icon
4/5/2024GAMMA Investing LLC728$33K0.0%-40.3%0.001%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC7,810$0.35M0.0%+69.6%0.013%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.25,936$1.19M0.0%-7.8%0.043%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.6,965,798$319.94M0.0%-0.8%11.556%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP216,993$9.97M0.0%-3.6%0.360%Search for SEC Filing on Google Icon
2/15/2024Palisade Capital Management LP821,792$37.75M1.0%-8.3%1.353%Search for SEC Filing on Google Icon
2/14/2024Frontier Capital Management Co. LLC521,911$23.97M0.2%-1.6%0.859%Search for SEC Filing on Google Icon
2/13/2024Keeley Teton Advisors LLC27,882$1.28M0.2%-2.0%0.046%Search for SEC Filing on Google Icon
2/13/2024Rafferty Asset Management LLC58,937$2.71M0.0%+66.9%0.097%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company753,980$34.63M0.0%-7.1%1.242%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC21,390$0.98M0.1%N/A0.035%Search for SEC Filing on Google Icon
2/12/2024Eagle Asset Management Inc.289,029$13.28M0.1%+0.6%0.476%Search for SEC Filing on Google Icon
2/12/2024TFO Wealth Partners LLC2,311$0.11M0.0%+115,450.0%0.004%Search for SEC Filing on Google Icon
2/12/2024Pine Valley Investments Ltd Liability Co7,619$0.35M0.0%+8.8%0.013%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC38,628$1.79M0.0%+124.9%0.064%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: $51.03
Low: $50.97
High: $52.98

50 Day Range

MA: $51.93
Low: $45.65
High: $57.21

52 Week Range

Now: $51.03
Low: $33.12
High: $58.59

Volume

217,242 shs

Average Volume

268,635 shs

Market Capitalization

$3.07 billion

P/E Ratio

11.39

Dividend Yield

1.12%

Beta

1.02

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. Rodger Levenson (CEO)
  3. Stephen P Clark (EVP)
  4. Arthur J Bacci (EVP)
  5. Michael J Donahue (Director)
  6. Francis J Leto (Director)
  7. 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. Dimensional Fund Advisors LP — 6.59%
  2. Cooke & Bieler LP — 1.60%
  3. Pzena Investment Management LLC — 1.50%
  4. American Century Companies Inc. — 1.48%
  5. The Manufacturers Life Insurance Company — 1.04%
  6. Bank of New York Mellon Corp — 0.92%
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. Renaissance Technologies LLC
  2. The Manufacturers Life Insurance Company
  3. Hsbc Holdings PLC
  4. Cooke & Bieler LP
  5. Pzena Investment Management LLC
  6. Modera Wealth Management LLC
  7. Allspring Global Investments Holdings LLC
  8. State of New Jersey Common Pension Fund D
Within the previous year, company insiders that have sold WSFS Financial company stock include:
  1. Patrick Joseph Ward (EVP)
  2. Rodger Levenson (CEO)
  3. Stephen P Clark (EVP)
  4. Arthur J Bacci (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. American Century Companies Inc.
  2. Dimensional Fund Advisors LP
  3. Denali Advisors LLC
  4. Hantz Financial Services Inc.
  5. Wedge Capital Management L L P NC
  6. Squarepoint Ops LLC
  7. Sei Investments Co.
  8. Public Sector Pension Investment Board