rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

WSFS Financial Corporation

WSFS · Nasdaq

FinancialsRegional banksIn trend

WSFS stood above a rising 150-day average in 49 of the last 52 weekly readings, including each of the last 41 weeks. It is 2.3% above that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
41 in a row
Industry in uptrend
62% -18 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$11.3M
Officials’ trades on record
4
Institutions holding
329 (+25)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 49 of 52 weeks.

17 Apr – 16 Oct
46%70%93%Apr 26Jun 26Jul 26Sep 26Oct 26

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$9.4M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

4 disclosed lines: House 4, Senate 0, executive 0; 1 people.

WhoDidAmountTraded
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k31 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k30 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09soldspouse$1k–$15k30 Oct 2025filed 21 Nov 2025
Lisa C. McClain House: U.S. House ClerkMI09boughtspouse$1k–$15k17 Jun 2025filed 13 Aug 2025

Insiders

Buy orders, 12 months0
Sale orders, 12 months6
Buyers · sellers0 · 5
WhoDidSharesTraded
Michael J. DonahueDirectorsold3,247at $79.4610 Sep 2026filed 11 Sep 2026
Shari KruzinskiEVP, Chief Consumer Bk Officersold3,500at $81.7428 Jul 2026filed 30 Jul 2026
Rodger LevensonPresident & CEOsold50,040at $74.0110 Jun 2026filed 12 Jun 2026
Rodger LevensonPresident & CEOsold15,406at $74.4310 Jun 2026filed 12 Jun 2026
Arthur J. BacciEVP, COOsold1,929at $70.519 Feb 2026filed 11 Feb 2026
Arthur J. BacciEVP, COOsold59at $70.519 Feb 2026filed 11 Feb 2026
Arthur J. BacciEVP, COOsold17at $70.519 Feb 2026filed 11 Feb 2026
Shari KruzinskiEVP, Chief Consumer Bk Officersold1,000at $70.105 Feb 2026filed 9 Feb 2026
James J. WechslerEVP Chief Comm'l Banking Ofcsold450at $69.905 Feb 2026filed 9 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders329+25 on the quarter
New · exited64 · 38
Reported value$3.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 20267,515,901$576.7M-134,636−1.8%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 20263,572,913$274.2M+12,357+0.3%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20263,312,116$254.1M+54,294+1.7%
STATE STREET CORPadded · filed 7 Aug 20263,032,754$232.7M+130,010+4.5%
FRANKLIN RESOURCES INCreduced · filed 13 Aug 20262,310,174$177.3M-264,998−10.3%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20262,255,877$173.1M-112,112−4.7%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20261,570,611$120.5M+210,058+15.4%
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.reduced · filed 14 Aug 20261,165,245$89.4M-377,447−24.5%
Invesco Ltd.added · filed 14 Aug 20261,052,326$80.7M+107,458+11.4%
PZENA INVESTMENT MANAGEMENT LLCadded · filed 7 Aug 2026888,496$68.2M+9,908+1.1%
31 Mar 2023 – 30 Jun 2026
176250323Mar 23Dec 23Dec 24Sep 25Jun 26

Everyone who traded it

Arthur J. Bacci Company insiderEVP, COO · last 11 Sep 20260 · 3
Michael J. Donahue Company insiderDirector · last 10 Sep 20260 · 2
David Burg Company insiderExecutive Vice President, CFO · last 15 Aug 20260 · 0
Anat Bird Company insiderDirector · last 7 Aug 20261 · 0
Christopher Gheysens Company insiderDirector · last 7 Aug 20260 · 0
David G. Turner Company insiderDirector · last 7 Aug 20264 · 0
Eleuthere I. du Pont Company insiderDirector · last 7 Aug 20260 · 0
Francis B. Brake Company insiderDirector · last 7 Aug 20261 · 0
Jennifer W. Davis Company insiderDirector · last 7 Aug 202610 · 0
Karen Dougherty Buchholz Company insiderDirector · last 7 Aug 20260 · 0
Lynn McKee Company insiderDirector · last 7 Aug 20260 · 0
Michelle Hong Company insiderDirector · last 7 Aug 20260 · 0

Same industry

USIO UsioLeading+45%
BSVN Bank7Leading+21%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Cash conversionFY 2025 · to 31 Dec 202576.6%
Share count trendFY 2025 · to 23 Feb 2026-6.6%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.7B
Free cash flowFY 2025 · to 31 Dec 2025$213.6M

Analyst forecasts

No analyst forecasts yet.