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WSFS Financial

308 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

90% less call options, than puts

Call options by funds: $22K | Put options by funds: $215K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22K
Puts
$215K
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$10.7M
3 +$6.33M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.32M
5
Morgan Stanley
Morgan Stanley
New York
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$165K
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$159K
Osaic Holdings
228
Osaic Holdings
Arizona
$148K
LSV Asset Management
229
LSV Asset Management
Illinois
$133K
GI
230
GAMMA Investing
California
$110K
ACM
231
Aquatic Capital Management
Illinois
$106K
KBC Group
232
KBC Group
Belgium
$106K
GRP
233
Global Retirement Partners
California
$103K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$88.3K
PIS
235
POM Investment Strategies
North Carolina
$83.2K
TCOT
236
Trust Company of Toledo
Ohio
$82.9K
SA
237
Seneschal Advisors
Washington
$80.1K
TRCT
238
Tower Research Capital (TRC)
New York
$73.9K
NAAA
239
New Age Alpha Advisors
New York
$73.7K
EWA
240
EverSource Wealth Advisors
Alabama
$63.4K
SC
241
SouthState Corp
Florida
$55.2K
AF
242
Advisornet Financial
Minnesota
$50.6K
KFI
243
Key Financial Inc
Pennsylvania
$47K
FHC
244
First Horizon Corporation
Tennessee
$45.1K
CA
245
Clearstead Advisors
Ohio
$43.1K
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.7K
VWA
247
VSM Wealth Advisory
Maryland
$41.4K
TM
248
Torren Management
California
$35.1K
NA
249
NewEdge Advisors
Louisiana
$33.5K
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$30.5K