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WSFS Financial
WSFS

Overview Fund Activity

280 hedge funds and large institutions have $2.82B invested in WSFS Financial in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
280
Holders Change
+21
Holders Change %
+8.11%
% of All Funds
3.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
41
Increased
78
Reduced
108
Closed
16
Calls
$358K
Puts
–
Net Calls
+$358K
Net Calls Change
+$358K

Top Buyers

1
Millennium Management
Millennium Management
New York
$17.1M
2
EP
Edgestream Partners
New Jersey
$8.83M
3
Raymond James Financial
Raymond James Financial
Florida
$24.3M
4
Renaissance Technologies
Renaissance Technologies
New York
$12.8M
5
Axa
Axa
France
$4.72M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$82.7M
2
BlackRock
BlackRock
New York
$449M
3
Vanguard Group
Vanguard Group
Pennsylvania
$350M
4
Bank of America
Bank of America
North Carolina
$41M
5
BCM
Basswood Capital Management
New York
$94.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$7.19M +$2.15M +39,133 +43%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$7.18M -$2.77M -50,333 -28%
Ameriprise
53
Ameriprise
Minnesota
$6.76M -$451K -8,196 -6%
CIC
54
Crawford Investment Counsel
Georgia
$6.2M -$44.3K -806 -0.7%
Swiss National Bank
55
Swiss National Bank
Switzerland
$6.15M -$127K -2,300 -2%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$5.74M -$554K -10,066 -9%
First Trust Advisors
57
First Trust Advisors
Illinois
$5.57M -$303K -5,501 -5%
BCM
58
Bridgeway Capital Management
Texas
$5.27M – – –
Citigroup
59
Citigroup
New York
$5.11M -$1.05M -19,029 -17%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$4.79M -$182K -3,300 -4%
Axa
61
Axa
France
$4.72M +$4.72M +85,734 New
SEI Investments
62
SEI Investments
Pennsylvania
$4.58M +$917K +16,668 +25%
WG
63
Winton Group
United Kingdom
$4.43M +$4.43M +80,460 New
Universal-Beteiligungs- und Servicegesellschaft
64
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.51M +$19.5K +354 +0.6%
WSFS
65
Wilmington Savings Fund Society
Delaware
$3.37M -$120K -2,173 -3%
Deutsche Bank
66
Deutsche Bank
Germany
$3.27M -$407K -7,395 -11%
Prudential Financial
67
Prudential Financial
New Jersey
$3.26M +$98.2K +1,785 +3%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$3.2M +$247K +4,485 +8%
Canada Life
69
Canada Life
Manitoba, Canada
$3.1M -$222K -4,037 -7%
Rafferty Asset Management
70
Rafferty Asset Management
New York
$3.04M +$656K +11,930 +28%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$3.01M +$6.05K +110 +0.2%
SG Americas Securities
72
SG Americas Securities
New York
$2.9M +$2.42M +43,924 +499%
HFS
73
Hantz Financial Services
Michigan
$2.66M -$151K -2,745 -5%
SCP
74
Siena Capital Partners
Illinois
$2.41M – – –
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$2.39M -$123K -2,244 -5%
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