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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
NEWAS
301
N.E.W. Advisory Services
Wisconsin
$2.36K – – –
TWD
302
True Wealth Design
Ohio
$2.36K – – –
JC
303
JCSD Capital
California
$2.29K +$2.21K +35 New
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$2.16K – – –
TM
305
Torren Management
California
$2.06K -$38.1K -604 -95%
QCG
306
Quadrant Capital Group
Ohio
$2.03K – – –
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.03K -$252 -4 -11%
BWA
308
Basecamp Wealth Advisors
Washington
$1.83K +$63 +1 +4%
RWM
309
Rialto Wealth Management
New York
$1.64K +$126 +2 +9%
AGWCA
310
Annis Gardner Whiting Capital Advisors
Florida
$1.44K – – –
BFG
311
Brandywine Financial Group
Tennessee
$1.38K – – –
SIC
312
SJS Investment Consulting
Ohio
$1.18K +$567 +9 +100%
CIAS
313
CBIZ Investment Advisory Services
Ohio
$1.07K – – –
LFG
314
Larson Financial Group
Missouri
$916 +$315 +5 +56%
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$786 – – –
BHWM
316
Bay Harbor Wealth Management
Maryland
$785 +$378 +6 +100%
NSIM
317
North Star Investment Management
Illinois
$589 – – –
AW
318
Ankerstar Wealth
Texas
$458 – – –
GWM
319
Gilpin Wealth Management
Colorado
$393 +$315 +5 +500%
HIA
320
HFM Investment Advisors
New Jersey
$327 – – –
TPCW
321
TD Private Client Wealth
New York
$262 – – –
ASN
322
Advisory Services Network
Georgia
$262 +$252 +4 New
CW
323
Curio Wealth
Maryland
$196 +$189 +3 New
SHIM
324
Stone House Investment Management
Pennsylvania
$196 +$189 +3 New
VWM
325
Vermillion Wealth Management
Minnesota
$196 +$189 +3 New
11 12
13
14 15

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.