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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$27.4M -$5.29M -83,918 -14%
Raymond James Financial
27
Raymond James Financial
Florida
$26.9M +$197K +3,122 +0.8%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$25.6M +$496K +7,865 +2%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$25.3M -$1.2M -18,986 -5%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$22.9M +$22M +349,163 New
N
31
Nuveen
North Carolina
$17.9M +$6.02M +95,568 +54%
AQR Capital Management
32
AQR Capital Management
Connecticut
$16.8M +$6.37M +101,070 +65%
Two Sigma Investments
33
Two Sigma Investments
New York
$16.6M +$9.38M +148,794 +143%
FGP
34
Freestone Grove Partners
California
$16.4M +$15.8M +251,148 New
UBS Group
35
UBS Group
Switzerland
$16.3M +$2.15M +34,136 +16%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$15.1M -$837K -13,275 -5%
Fisher Asset Management
37
Fisher Asset Management
Washington
$14.9M -$2.21K -35 -0%
ClearBridge Investments
38
ClearBridge Investments
New York
$12.5M +$2.77M +43,928 +30%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M +$112K +1,778 +0.9%
SEI Investments
40
SEI Investments
Pennsylvania
$11.4M +$3.37M +53,416 +44%
Jane Street
41
Jane Street
New York
$11.1M +$1.36M +21,586 +15%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$9.75M -$153K -2,424 -2%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$9.52M -$1.72M -27,260 -16%
EARNEST Partners
44
EARNEST Partners
Georgia
$9.48M -$813K -12,902 -8%
Wells Fargo
45
Wells Fargo
California
$9.4M -$3.03M -48,089 -25%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$9.13M -$172K -2,722 -2%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$8.84M -$2.8M -44,471 -25%
Victory Capital Management
48
Victory Capital Management
Texas
$8.43M +$6.69M +106,071 +466%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$8.11M -$1.85M -29,293 -19%
Legal & General Group
50
Legal & General Group
United Kingdom
$8.01M -$1.15M -18,168 -13%
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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.