WSFS Financial Corporation $WSFS Shares Sold by Bryn Mawr Trust Advisors LLC

16 Jul 2026, 09:27 by Mitch Edgeman · The Markets Daily

Bryn Mawr Trust Advisors LLC cut its stake in WSFS Financial Corporation (NASDAQ:WSFS – Free Report) by 50.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,663 shares of the bank’s stock after selling 8,846 shares during the period. Bryn Mawr Trust Advisors LLC’s holdings in WSFS Financial were worth $567,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of WSFS. Root Financial Partners LLC raised its position in WSFS Financial by 92.4% in the 1st quarter. Root Financial Partners LLC now owns 431 shares of the bank’s stock valued at $28,000 after purchasing an additional 207 shares in the last quarter. NewEdge Advisors LLC acquired a new position in shares of WSFS Financial during the fourth quarter worth $33,000. Torren Management LLC purchased a new position in WSFS Financial in the fourth quarter valued at $35,000. Clearstead Advisors LLC increased its holdings in WSFS Financial by 167.5% in the fourth quarter. Clearstead Advisors LLC now owns 781 shares of the bank’s stock valued at $43,000 after buying an additional 489 shares during the last quarter. Finally, Quarry LP raised its stake in WSFS Financial by 159.7% in the third quarter. Quarry LP now owns 813 shares of the bank’s stock valued at $44,000 after buying an additional 500 shares in the last quarter. 88.49% of the stock is owned by institutional investors and hedge funds.

WSFS Financial Price Performance

Shares of NASDAQ WSFS opened at $78.17 on Thursday. The company has a current ratio of 0.85, a quick ratio of 0.85 and a debt-to-equity ratio of 0.11. The stock has a market cap of $4.07 billion, a P/E ratio of 13.91 and a beta of 0.76. The stock has a 50 day moving average of $73.85 and a two-hundred day moving average of $67.69. WSFS Financial Corporation has a twelve month low of $49.92 and a twelve month high of $79.13.

WSFS Financial Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 22nd. Shareholders of record on Friday, May 8th were given a dividend of $0.20 per share. This represents a $0.80 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend was Friday, May 8th. This is an increase from WSFS Financial’s previous quarterly dividend of $0.17. WSFS Financial’s payout ratio is 14.23%.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on WSFS shares. TD Cowen reaffirmed a “buy” rating and set a $82.00 price target (up from $77.00) on shares of WSFS Financial in a report on Wednesday, April 29th. Piper Sandler reissued a “neutral” rating and set a $80.00 target price (up from $72.00) on shares of WSFS Financial in a research report on Wednesday, May 6th. Stephens reiterated an “overweight” rating and issued a $81.00 price target (up from $79.00) on shares of WSFS Financial in a research note on Monday, April 27th. DA Davidson raised their price objective on shares of WSFS Financial from $70.00 to $76.00 and gave the stock a “neutral” rating in a report on Monday, April 27th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of WSFS Financial in a report on Friday, June 12th. Four equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, WSFS Financial has a consensus rating of “Moderate Buy” and an average price target of $77.07.

View Our Latest Report on WSFS Financial

Insider Buying and Selling

In other WSFS Financial news, CEO Rodger Levenson sold 65,446 shares of WSFS Financial stock in a transaction on Wednesday, June 10th. The shares were sold at an average price of $74.11, for a total value of $4,850,203.06. Following the transaction, the chief executive officer directly owned 186,088 shares in the company, valued at approximately $13,790,981.68. The trade was a 26.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.10% of the company’s stock.

WSFS Financial Company Profile

(Free Report)

WSFS Financial Corporation is the bank holding company for WSFS Bank, a regional financial institution headquartered in Wilmington, Delaware. The company traces its roots to the Safe Deposit & Trust Company, founded in 1832, and formally organized as WSFS Financial in the mid-1980s. Over its long history, WSFS has grown through a combination of organic expansion and selective acquisitions to serve a broad base of individual, commercial and institutional clients.

WSFS Bank offers a full suite of banking and financial services, including retail and commercial deposit accounts, commercial and industrial lending, real estate financing, and treasury management solutions.