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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
CIC
51
Crawford Investment Counsel
Georgia
$7.84M +$396K +6,280 +6%
UBS AM
52
UBS AM
Illinois
$7.77M +$115K +1,819 +2%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$7.54M +$5.75M +91,159 +380%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$7.32M -$186K -2,955 -3%
Citadel Advisors
55
Citadel Advisors
Florida
$7.16M +$3.31M +52,431 +92%
Swiss National Bank
56
Swiss National Bank
Switzerland
$7.08M -$120K -1,900 -2%
First Trust Advisors
57
First Trust Advisors
Illinois
$7.02M +$1.03M +16,286 +18%
Ameriprise
58
Ameriprise
Minnesota
$6.63M -$429K -6,799 -6%
GLA
59
Great Lakes Advisors
Illinois
$6.02M +$812K +12,886 +16%
Prudential Financial
60
Prudential Financial
New Jersey
$5.95M +$413K +6,555 +8%
BA
61
Bridgewater Associates
Connecticut
$5.85M +$5.63M +89,339 New
AG
62
Algert Global
California
$5.68M +$5.47M +86,837 New
WSFS
63
Wilmington Savings Fund Society
Delaware
$5.13M -$18.3K -290 -0.4%
BNP Paribas Asset Management
64
BNP Paribas Asset Management
France
$5.01M -$235K -3,733 -5%
IIM
65
INTECH Investment Management
Florida
$4.67M +$1.88M +29,794 +72%
Bessemer Group
66
Bessemer Group
New Jersey
$4.64M +$4.44M +70,480 +20,548%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$4.45M +$3.54M +56,103 +471%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.35M +$853K +13,525 +26%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$4.19M -$4.22M -66,909 -51%
Universal-Beteiligungs- und Servicegesellschaft
70
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.16M -$313K -4,960 -7%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$3.37M -$1.45M -23,023 -31%
SG Americas Securities
72
SG Americas Securities
New York
$3.12M +$1.08M +17,110 +56%
Citigroup
73
Citigroup
New York
$3.1M -$204K -3,242 -6%
VAM
74
Vanguard Asset Management
$3.08M +$2.97M +47,068 New
XT
75
XTX Topco
Cayman Islands
$3.05M +$1.37M +21,680 +87%
1 2
3
4 5

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.