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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
SL
276
Salomon & Ludwin
Virginia
$23.9K – – –
VCM
277
Versant Capital Management
Arizona
$21.2K +$2.77K +44 +16%
KAS
278
Kemnay Advisory Services
New York
$19.4K -$8.7K -138 -32%
UB
279
UMB Bank
Missouri
$17.7K +$882 +14 +5%
RIL
280
Rothschild Investment LLC
Illinois
$16.6K +$3.34K +53 +27%
PA
281
Parallel Advisors
California
$16.4K – – –
C
282
Covestor
United Kingdom
$16K -$8.38K -133 -36%
TPWA
283
Twin Peaks Wealth Advisors
California
$13.3K +$12.8K +203 New
AFC
284
Ares Financial Consulting
California
$11.6K +$11.1K +176 New
PTC
285
Private Trust Company
Ohio
$10.4K +$3.15K +50 +46%
BFS
286
Bare Financial Services
Pennsylvania
$9.43K +$2.4K +38 +36%
BBHC
287
Brown Brothers Harriman & Co
New York
$8.57K +$1.14K +18 +16%
HIA
288
Harbor Investment Advisory
Maryland
$8.51K +$8.2K +130 New
VNT
289
Vanguard National Trust
Pennsylvania
$7.86K +$7.56K +120 New
PWMG
290
Private Wealth Management Group
New Jersey
$7.14K -$378 -6 -5%
KFAS
291
Keating Financial Advisory Services
Kansas
$6.94K +$4.79K +76 +253%
RF
292
Rossby Financial
Florida
$6.14K +$5.86K +93 New
MCM
293
MAI Capital Management
Ohio
$6.02K +$2.4K +38 +70%
CFO
294
CVA Family Office
Colorado
$5.5K +$5.29K +84 New
WA
295
WPG Advisers
Maryland
$4.12K – – –
SIS
296
Sound Income Strategies
Florida
$3.98K – – –
HI
297
Harbour Investments
Wisconsin
$3.65K +$189 +3 +6%
FFO
298
Fortitude Family Office
Arizona
$3.54K +$2.02K +32 +145%
JWA
299
JFS Wealth Advisors
Pennsylvania
$3.08K +$252 +4 +9%
AAP
300
Arax Advisory Partners
Colorado
$2.42K -$2.58K -41 -53%
10 11
12
13 14

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.