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WSFS Financial
WSFS

329 hedge funds and large institutions have $3.08B invested in WSFS Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $2.69B → $3.08B (+$390M)

5% more funds holding

Funds holding: 314 → 329 (+15)

0.38% more ownership

Funds ownership: 88.89% → 89.28% (+0.38%)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 112

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
56
Increased
106
Reduced
112
Closed
34
Calls
$419K
Puts
–
Net Calls
+$419K
Net Calls Change
+$612K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$33M
2
FGP
Freestone Grove Partners
California
+$15.8M
3
Principal Financial Group
Principal Financial Group
Iowa
+$10.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.38M
5
Franklin Resources
Franklin Resources
California
+$6.89M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$18.9M
2
CB
Cooke & Bieler
Pennsylvania
-$16.8M
3
BlackRock
BlackRock
New York
-$14.8M
4
Millennium Management
Millennium Management
New York
-$12.3M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$257K +$17.3K +274 +8%
CGH
227
Crossmark Global Holdings
Texas
$253K – – –
VT
228
Vise Technologies
New York
$252K – – –
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$241K +$232K +3,686 New
CL
230
Choreo LLC
Illinois
$239K +$230K +3,653 New
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$233K -$6.62K -105 -3%
DnB Asset Management
232
DnB Asset Management
Norway
$228K +$219K +3,476 New
BC
233
Bayforest Capital
United Kingdom
$220K +$212K +3,363 New
SCA
234
Sensenig Capital Advisors
Pennsylvania
$216K +$208K +3,300 New
SA
235
Sanctuary Advisors
Indiana
$213K +$205K +3,255 New
BC
236
BDFS Capital
Delaware
$213K +$205K +3,252 New
FFP
237
FourThought Financial Partners
Florida
$211K +$203K +3,221 New
AssetMark Inc
238
AssetMark Inc
California
$209K – – –
SAM
239
Smartleaf Asset Management
Massachusetts
$209K -$18.3K -291 -8%
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
$208K -$2.63M -41,769 -93%
I
241
InceptionR
California
$207K +$199K +3,162 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$204K +$196K +3,110 New
BBPWM
243
Blue Bell Private Wealth Management
Pennsylvania
$198K – – –
TRCT
244
Tower Research Capital (TRC)
New York
$198K +$106K +1,680 +126%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$194K -$2.27K -36 -1%
Nisa Investment Advisors
246
Nisa Investment Advisors
Missouri
$190K +$1.58K +25 +0.9%
Osaic Holdings
247
Osaic Holdings
Arizona
$171K -$4.41K -70 -3%
LSV Asset Management
248
LSV Asset Management
Illinois
$157K – – –
GI
249
GAMMA Investing
California
$141K +$10.3K +163 +8%
KBC Group
250
KBC Group
Belgium
$125K – – –
8 9
10
11 12

WSFS Hedge Fund Activity: Q1 2026 in Review

329 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2026, worth a combined $3.08B — up 15% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WSFS positions and 34 closed out — a net gain of 22 holders — while 106 added to existing stakes and 112 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $33M. The largest seller was Boston Partners, exiting entirely with an estimated $18.9M sold.

  • 329 institutional investors held WSFS Financial (WSFS) as of Q1 2026, up from 314 in Q4 2025.
  • Funds reported $3.08B of WSFS Financial stock for Q1 2026, up 15% quarter-over-quarter.
  • 56 funds opened new WSFS Financial positions in Q1 2026 and 34 closed out, a net change of +22 holders.
  • The largest WSFS Financial buyer in Q1 2026 was Vaughan Nelson Investment Management, an estimated $33M added.
  • The largest WSFS Financial seller in Q1 2026 was Boston Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2026.