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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
SIS
276
Sound Income Strategies
Florida
$3.41K
MCM
277
MAI Capital Management
Ohio
$2.98K
HI
278
Harbour Investments
Wisconsin
$2.85K
JWA
279
JFS Wealth Advisors
Pennsylvania
$2.38K
NEWAS
280
N.E.W. Advisory Services
Wisconsin
$1.99K
TWD
281
True Wealth Design
Ohio
$1.99K
FMII
282
Farmers & Merchants Investments Inc
Nebraska
$1.93K
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$1.82K
QCG
284
Quadrant Capital Group
Ohio
$1.71K
KFAS
285
Keating Financial Advisory Services
Kansas
$1.66K
IAIM
286
International Assets Investment Management
Florida
$1.49K
RWM
287
Rialto Wealth Management
New York
$1.27K
AGWCA
288
Annis Gardner Whiting Capital Advisors
Florida
$1.22K
FFO
289
Fortitude Family Office
Arizona
$1.22K
TF
290
Tompkins Financial
New York
$1.22K
CIAS
291
CBIZ Investment Advisory Services
Ohio
$901
DPW
292
DiNuzzo Private Wealth
Pennsylvania
$663
BGAI
293
Bruce G. Allen Investments
Colorado
$663
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$663
FHA
295
Flagship Harbor Advisors
Massachusetts
$499
SIC
296
SJS Investment Consulting
Ohio
$498
LFG
297
Larson Financial Group
Missouri
$497
NSIM
298
North Star Investment Management
Illinois
$497
OC
299
Optima Capital
Oregon
$497
AW
300
Ankerstar Wealth
Texas
$387