WSFS Insider Trading

Insider Ownership Percentage: 1.29%
Insider Buying (Last 12 Months): $27,219.78
Insider Selling (Last 12 Months): $967,550.58

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: $45.09
Price Change: Price Increase of +0.12 (0.27%)
As of 03/28/2024 10:32 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
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  
6/8/2021Mark A. TurnerDirectorSell13,340$54.64$728,897.6010,000View SEC Filing Icon  
6/2/2021Richard WrightEVPSell3,064$53.51$163,954.6443,477View SEC Filing Icon  
5/27/2021Mark A. TurnerDirectorSell24,336$52.82$1,285,427.52View SEC Filing Icon  
5/17/2021Mark A. TurnerDirectorSell22,441$53.59$1,202,613.1921,213View SEC Filing Icon  
5/14/2021Paul S. GreenplateEVPSell1,232$54.54$67,193.2812,506View SEC Filing Icon  
5/10/2021Mark A. TurnerDirectorSell30,000$51.83$1,554,900.0043,654View SEC Filing Icon  
5/10/2021Stephen P. ClarkEVPSell1,935$52.50$101,587.5026,458View SEC Filing Icon  
5/7/2021Richard WrightEVPSell4,072$52.45$213,576.4046,541View SEC Filing Icon  
4/30/2021Richard WrightEVPSell3,228$51.30$165,596.4050,613View SEC Filing Icon  
4/30/2021Richard WrightEVPSell3,228$51.30$165,596.4050,613View SEC Filing Icon  
4/27/2021Mark A. TurnerDirectorSell30,000$50.65$1,519,500.0073,654View SEC Filing Icon  
4/27/2021Richard WrightEVPSell1,234$50.56$62,391.0453,841View 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
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
3/1/2024Goldman Sachs Group Inc.271,673$12.48M0.0%+16.7%0.447%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.33,312$1.53M0.0%-0.9%0.055%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD148,693$6.83M0.0%+20.4%0.245%Search for SEC Filing on Google Icon
2/16/2024GSA Capital Partners LLP17,033$0.78M0.1%N/A0.028%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc167,698$7.70M0.0%-1.1%0.276%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC129,822$5.96M0.0%+66.7%0.214%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.6,965,798$319.94M0.0%-0.8%11.470%Search for SEC Filing on Google Icon
2/15/2024Voya Investment Management LLC40,934$1.88M0.0%+46.9%0.067%Search for SEC Filing on Google Icon
2/15/2024Mill Creek Capital Advisors LLC11,495$0.53M0.0%-21.5%0.019%Search for SEC Filing on Google Icon
2/15/2024Nuveen Asset Management LLC474,075$21.77M0.0%+15.9%0.781%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
2/15/2024Price T Rowe Associates Inc. MD148,693$6.83M0.0%+20.4%0.245%Search for SEC Filing on Google Icon
2/15/2024Profund Advisors LLC5,105$0.23M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/15/2024Public Sector Pension Investment Board126,032$5.79M0.0%+67.0%0.208%Search for SEC Filing on Google Icon
2/15/2024Buckingham Strategic Wealth LLC5,347$0.25M0.0%N/A0.009%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank57,238$2.63M0.0%+41.7%0.094%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada116,583$5.35M0.0%+57.8%0.192%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC14,261$0.66M0.0%N/A0.023%Search for SEC Filing on Google Icon
2/14/2024Cubist Systematic Strategies LLC77,621$3.57M0.0%+37.8%0.128%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
2/14/2024Jacobi Capital Management LLC4,500$0.21M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/14/2024Balyasny Asset Management L.P.17,569$0.81M0.0%-4.2%0.029%Search for SEC Filing on Google Icon
2/14/2024State of Tennessee Treasury Department48,935$2.25M0.0%+58.4%0.081%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.39,913$1.83M0.0%-2.0%0.066%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.174,464$8.01M0.0%-0.8%0.287%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp891,947$40.97M0.0%-2.2%1.469%Search for SEC Filing on Google Icon
2/13/2024American International Group Inc.33,312$1.53M0.0%-0.9%0.055%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
2/13/2024Public Employees Retirement Association of Colorado10,928$0.50M0.0%-61.3%0.018%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 8,609$0.40M0.0%+237.7%0.014%Search for SEC Filing on Google Icon
2/13/2024First Trust Advisors LP113,173$5.20M0.0%+19.6%0.186%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.271,673$12.48M0.0%+16.7%0.447%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 Company 753,980$34.63M0.0%-7.1%1.242%Search for SEC Filing on Google Icon
2/13/2024KBC Group NV1,713$79K0.0%-62.8%0.003%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
2/13/2024California State Teachers Retirement System64,496$2.96M0.0%-4.9%0.106%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
2/12/2024Stifel Financial Corp18,954$0.87M0.0%-67.1%0.031%Search for SEC Filing on Google Icon
2/12/2024TD Asset Management Inc6,900$0.32M0.0%N/A0.011%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
2/9/2024Pzena Investment Management LLC1,003,447$46.09M0.2%-3.9%1.652%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.2,886,034$132.56M0.1%+8.8%4.752%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC35,218$1.62M0.3%N/A0.058%Search for SEC Filing on Google Icon
2/9/2024Wells Fargo & Company MN226,942$10.42M0.0%-4.9%0.374%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG50,266$2.31M0.0%+246.3%0.083%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.25,936$1.19M0.0%-7.8%0.043%Search for SEC Filing on Google Icon
2/9/2024Norges Bank682,979$31.37M0.0%N/A1.125%Search for SEC Filing on Google Icon
2/8/2024Brown Advisory Inc.795,122$36.52M0.1%-3.3%1.309%Search for SEC Filing on Google Icon
2/8/2024Great Lakes Advisors LLC56,890$2.61M0.0%+48.2%0.094%Search for SEC Filing on Google Icon
2/8/2024Haverford Trust Co16,307$0.75M0.0%N/A0.027%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC20,598$0.95M0.0%+166.6%0.034%Search for SEC Filing on Google Icon
2/7/2024Forum Financial Management LP6,033$0.28M0.0%-5.2%0.010%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.316,609$14.54M0.0%-3.9%0.521%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP3,757,216$172.57M0.1%+2.1%6.187%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets19,922$0.92M0.0%-36.1%0.033%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas13,218$0.61M0.0%+6.3%0.022%Search for SEC Filing on Google Icon
2/7/2024Versor Investments LP16,000$0.74M0.1%N/A0.026%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.641,895$29.48M0.0%+4.7%1.057%Search for SEC Filing on Google Icon
2/6/2024Maryland State Retirement & Pension System22,073$1.01M0.0%-1.8%0.036%Search for SEC Filing on Google Icon
2/6/2024Private Advisor Group LLC29,083$1.34M0.0%+10.0%0.048%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank22,901$1.05M0.0%-3.6%0.038%Search for SEC Filing on Google Icon
2/6/2024Westover Capital Advisors LLC6,641$0.31M0.1%+8.6%0.011%Search for SEC Filing on Google Icon
2/6/2024Los Angeles Capital Management LLC4,606$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
2/6/2024Natixis Advisors L.P.10,524$0.48M0.0%N/A0.017%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank120,340$5.53M0.0%-10.9%0.198%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.25,412$1.17M0.0%+32.9%0.042%Search for SEC Filing on Google Icon
2/5/2024Jackson Creek Investment Advisors LLC24,776$1.14M0.4%N/A0.041%Search for SEC Filing on Google Icon
2/2/2024Corbyn Investment Management Inc. MD35,084$1.61M0.8%-1.5%0.058%Search for SEC Filing on Google Icon
2/1/2024GAMMA Investing LLC1,220$54K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund249,857$11.48M0.0%-0.3%0.411%Search for SEC Filing on Google Icon
2/1/2024Illinois Municipal Retirement Fund34,380$1.58M0.0%-4.7%0.057%Search for SEC Filing on Google Icon
2/1/2024Wedge Capital Management L L P NC64,370$2.96M0.1%+130.3%0.106%Search for SEC Filing on Google Icon
2/1/2024Jennison Associates LLC533,060$24.48M0.0%-8.8%0.878%Search for SEC Filing on Google Icon
2/1/2024North Star Asset Management Inc.16,790$0.77M0.0%-46.0%0.028%Search for SEC Filing on Google Icon
1/31/2024Cooke & Bieler LP1,023,909$47.03M0.4%-1.9%1.686%Search for SEC Filing on Google Icon
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 13,160$0.60M0.0%+5.7%0.022%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio10,300$0.47M0.0%+60.9%0.017%Search for SEC Filing on Google Icon
1/29/2024Louisiana State Employees Retirement System30,400$1.40M0.0%N/A0.050%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC166,426$7.64M0.0%+7,791.2%0.274%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC827$38K0.0%+1,032.9%0.001%Search for SEC Filing on Google Icon
1/25/2024Wakefield Asset Management LLLP20,451$0.94M0.3%N/A0.034%Search for SEC Filing on Google Icon
1/24/2024Mirae Asset Global Investments Co. Ltd.27,880$1.28M0.0%+2.0%0.046%Search for SEC Filing on Google Icon
1/24/2024New York State Teachers Retirement System28,115$1.29M0.0%+5.5%0.046%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC827$38K0.0%+1,032.9%0.001%Search for SEC Filing on Google Icon
1/24/2024Arizona State Retirement System17,068$0.78M0.0%-2.4%0.028%Search for SEC Filing on Google Icon
1/19/2024AlphaMark Advisors LLC6,602$0.30M0.1%N/A0.011%Search for SEC Filing on Google Icon
1/19/2024State of Alaska Department of Revenue37,363$1.72M0.0%-1.8%0.062%Search for SEC Filing on Google Icon
1/18/2024Global Retirement Partners LLC926$41K0.0%-30.7%0.002%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.205,025$9.42M0.0%+169.1%0.338%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates104,803$4.81M0.0%+9.2%0.173%Search for SEC Filing on Google Icon
1/12/2024Mutual Advisors LLC5,063$0.23M0.0%N/A0.008%Search for SEC Filing on Google Icon
1/11/2024Affinity Wealth Management LLC4,601$0.21M0.0%N/A0.008%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.7,020,380$256.24M0.0%-0.2%11.560%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.41,927$1.53M0.0%-43.9%0.069%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: $45.09
Low: $44.95
High: $45.25

50 Day Range

MA: $43.28
Low: $41.00
High: $47.34

52 Week Range

Now: $45.09
Low: $29.59
High: $47.97

Volume

2,280 shs

Average Volume

290,481 shs

Market Capitalization

$2.72 billion

P/E Ratio

10.25

Dividend Yield

1.39%

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. Richard Wright (EVP)
  4. Francis J Leto (Director)
  5. Arthur J Bacci (EVP)
  6. Michael J Donahue (Director)
  7. Nancy J Foster (Director)
  8. 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. Vanguard Group Inc. — 11.47%
  2. Vanguard Group Inc. — 11.56%
  3. Dimensional Fund Advisors LP — 6.19%
  4. Franklin Resources Inc. — 4.75%
  5. Cooke & Bieler LP — 1.69%
  6. Pzena Investment Management LLC — 1.65%
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. Palisade Capital Management LP
  2. The Manufacturers Life Insurance Company
  3. Vanguard Group Inc.
  4. Vanguard Group Inc.
  5. Jennison Associates LLC
  6. Pzena Investment Management LLC
  7. Stifel Financial Corp
  8. Brown Advisory Inc.
Within the previous year, company insiders that have sold WSFS Financial company stock include:
  1. Patrick Joseph Ward (EVP)
  2. Rodger Levenson (CEO)
  3. Richard Wright (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. Norges Bank
  2. Franklin Resources Inc.
  3. Allspring Global Investments Holdings LLC
  4. Assenagon Asset Management S.A.
  5. Dimensional Fund Advisors LP
  6. Nuveen Asset Management LLC
  7. Barclays PLC
  8. Public Sector Pension Investment Board
In the last year, these company insiders have bought WSFS Financial stock:
  1. Patrick Joseph Ward (EVP)
  2. Rodger Levenson (CEO)
Learn More investors buying WSFS Financial stock.