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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
CA
251
Clearstead Advisors
Ohio
$124K +$70.2K +1,113 +143%
SCM
252
Sterling Capital Management
North Carolina
$117K -$91.1K -1,445 -45%
TCOT
253
Trust Company of Toledo
Ohio
$98.2K – – –
SA
254
Seneschal Advisors
Washington
$94.9K – – –
NAAA
255
New Age Alpha Advisors
New York
$85.4K -$1.95K -31 -2%
ETC
256
Exchange Traded Concepts
Oklahoma
$82.7K +$79.6K +1,263 New
EWA
257
EverSource Wealth Advisors
Alabama
$79.7K +$4.35K +69 +6%
FFA
258
Farther Finance Advisors
California
$77.6K -$132K -2,100 -64%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$70.4K +$33K +524 +95%
SC
260
SouthState Corp
Florida
$65.5K – – –
AF
261
Advisornet Financial
Minnesota
$61.3K +$1.26K +20 +2%
KFI
262
Key Financial Inc
Pennsylvania
$55.7K – – –
Ohio Public Employees Retirement System (OPERS)
263
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.6K +$2.14K +34 +5%
VWA
264
VSM Wealth Advisory
Maryland
$49.1K – – –
EP
265
Essential Partners
California
$45.4K – – –
FHC
266
First Horizon Corporation
Tennessee
$40K -$13K -206 -25%
ACM
267
Aquatic Capital Management
Illinois
$36.9K -$85.4K -1,355 -71%
HCA
268
Harbor Capital Advisors
Illinois
$36K +$15K +238 +75%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$33.5K -$68.5K -1,087 -68%
NA
270
NewEdge Advisors
Louisiana
$32.5K -$6.93K -110 -18%
Nomura Asset Management
271
Nomura Asset Management
Japan
$30.8K – – –
AF
272
Allworth Financial
California
$30.6K +$13.6K +216 +86%
RFP
273
Root Financial Partners
California
$28.2K +$13K +207 +92%
CAM
274
Costello Asset Management
Pennsylvania
$28.1K – – –
IA
275
IFP Advisors
Florida
$26.8K – – –
9 10
11
12 13

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.