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WSFS Financial

326 hedge funds and large institutions have $3.07B invested in WSFS Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 104 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
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
$419K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$15.8M
3 +$10.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.38M
5
Franklin Resources
Franklin Resources
California
+$6.89M

Top Sellers

1 -$18.9M
2 -$16.8M
3 -$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
TWD
301
True Wealth Design
Ohio
$2.36K
JC
302
JCSD Capital
California
$2.29K
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$2.16K
TM
304
Torren Management
California
$2.06K
QCG
305
Quadrant Capital Group
Ohio
$2.03K
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$2.03K
RWM
307
Rialto Wealth Management
New York
$1.64K
AGWCA
308
Annis Gardner Whiting Capital Advisors
Florida
$1.44K
SIC
309
SJS Investment Consulting
Ohio
$1.18K
CIAS
310
CBIZ Investment Advisory Services
Ohio
$1.07K
LFG
311
Larson Financial Group
Missouri
$916
DPW
312
DiNuzzo Private Wealth
Pennsylvania
$786
BHWM
313
Bay Harbor Wealth Management
Maryland
$785
NSIM
314
North Star Investment Management
Illinois
$589
AW
315
Ankerstar Wealth
Texas
$458
GWM
316
Gilpin Wealth Management
Colorado
$393
HIA
317
HFM Investment Advisors
New Jersey
$327
TPCW
318
TD Private Client Wealth
New York
$262
ASN
319
Advisory Services Network
Georgia
$262
SHIM
320
Stone House Investment Management
Pennsylvania
$196
VWM
321
Vermillion Wealth Management
Minnesota
$196
CW
322
Curio Wealth
Maryland
$196
DF
323
Dunhill Financial
United Kingdom
$74
MCM
324
Manchester Capital Management
Vermont
$66
TFM
325
TFC Financial Management
Massachusetts
$66