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WSFS Financial

207 hedge funds and large institutions have $2.02B invested in WSFS Financial in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 69 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
-17
Holders Change %
-7.59%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
69
Reduced
87
Closed
33
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$304K
Name Holding Trade Value Shares
Change
Shares
Change %
CMF
226
Counterpoint Mutual Funds
California
-$109K -2,888 Closed
BBHC
227
Brown Brothers Harriman & Co
New York
-$94K -2,500 Closed
GFWA
228
Grey Fox Wealth Advisors
Delaware
-$47.3K -1,258 Closed
QL
229
Quarry LP
New York
-$35.8K -951 Closed
TWA
230
TCI Wealth Advisors
Arizona
-$10.3K -275 Closed
Cerity Partners
231
Cerity Partners
New York
-$598K -231 Closed
PFBT
232
Parkside Financial Bank & Trust
Missouri
-$4.25K -113 Closed
PTC
233
Private Trust Company
Ohio
-$4.1K -109 Closed
BAM
234
Belpointe Asset Management
Nevada
-$2.82K -75 Closed
IAIM
235
International Assets Investment Management
Florida
-$2.75K -73 Closed
EI
236
Ellevest Inc
New York
-$1.88K -50 Closed
S
237
SignatureFD
Georgia
-$978 -26 Closed
SC
238
Schubert & Co
Texas
-$828 -22 Closed