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WSFS Financial

310 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 48 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
310
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
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$167K
Northwestern Mutual Wealth Management
227
Northwestern Mutual Wealth Management
Wisconsin
$165K
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$159K
Osaic Holdings
229
Osaic Holdings
Arizona
$148K
LSV Asset Management
230
LSV Asset Management
Illinois
$133K
GI
231
GAMMA Investing
California
$110K
CIAM
232
Caitong International Asset Management
Hong Kong
$106K
ACM
233
Aquatic Capital Management
Illinois
$106K
KBC Group
234
KBC Group
Belgium
$106K
GRP
235
Global Retirement Partners
California
$103K
PFBT
236
Parkside Financial Bank & Trust
Missouri
$88.3K
PIS
237
POM Investment Strategies
North Carolina
$83.2K
TCOT
238
Trust Company of Toledo
Ohio
$82.9K
SA
239
Seneschal Advisors
Washington
$80.1K
TRCT
240
Tower Research Capital (TRC)
New York
$73.9K
NAAA
241
New Age Alpha Advisors
New York
$73.7K
EWA
242
EverSource Wealth Advisors
Alabama
$63.4K
SC
243
SouthState Corp
Florida
$55.2K
AF
244
Advisornet Financial
Minnesota
$50.6K
KFI
245
Key Financial Inc
Pennsylvania
$47K
FHC
246
First Horizon Corporation
Tennessee
$45.1K
CA
247
Clearstead Advisors
Ohio
$43.1K
Ohio Public Employees Retirement System (OPERS)
248
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.7K
VWA
249
VSM Wealth Advisory
Maryland
$41.4K
TM
250
Torren Management
California
$35.1K