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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
DF
326
Dunhill Financial
United Kingdom
$74 – – –
MCM
327
Manchester Capital Management
Vermont
$66 – – –
TFM
328
TFC Financial Management
Massachusetts
$66 – – –
GIA
329
GHP Investment Advisors
Colorado
$66 +$63 +1 New
Norges Bank
330
Norges Bank
Norway
– -$39.2M -709,500 Closed
Boston Partners
331
Boston Partners
Massachusetts
– -$18.9M -340,772 Closed
Point72 Asset Management
332
Point72 Asset Management
Connecticut
– -$12.3M -222,041 Closed
A
333
AlphaQuest
New York
– -$3.27M -59,253 Closed
EP
334
Edgestream Partners
New Jersey
– -$3.23M -58,487 Closed
ECM
335
ExodusPoint Capital Management
New York
– -$3.15M -57,013 Closed
Two Sigma Advisers
336
Two Sigma Advisers
New York
– -$2.8M -50,755 Closed
DA
337
Denali Advisors
California
– -$2.43M -43,900 Closed
CCIA
338
Campbell & Co Investment Adviser
Maryland
– -$2.22M -40,179 Closed
QT
339
Quantbot Technologies
New York
– -$1.07M -19,353 Closed
EMPI
340
Elo Mutual Pension Insurance
Finland
– -$1.02M -18,544 Closed
TC
341
TwinBeech Capital
New York
– -$1.01M -18,330 Closed
ET
342
Entropy Technologies
New York
– -$961K -17,395 Closed
EGM
343
Engineers Gate Manager
New York
– -$953K -17,252 Closed
Verition Fund Management
344
Verition Fund Management
Connecticut
– -$798K -14,450 Closed
Assenagon Asset Management
345
Assenagon Asset Management
Luxembourg
– -$746K -13,506 Closed
GI
346
GAMCO Investors
Connecticut
– -$652K -11,809 Closed
MM
347
MQS Management
New York
– -$414K -7,490 Closed
FFM
348
Forum Financial Management
Illinois
– -$313K -5,674 Closed
EFG
349
Ethos Financial Group
Pennsylvania
– -$290K -5,257 Closed
VF
350
Virtu Financial
New York
– -$237K -4,283 Closed
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.