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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
Deutsche Bank
76
Deutsche Bank
Germany
$2.96M -$99K -1,570 -3%
Canada Life
77
Canada Life
Manitoba, Canada
$2.92M -$172K -2,731 -6%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$2.86M -$64.4K -1,022 -2%
Rafferty Asset Management
79
Rafferty Asset Management
New York
$2.81M -$314K -4,979 -10%
BCM
80
Bridgeway Capital Management
Texas
$2.75M -$1.7M -27,000 -39%
Millennium Management
81
Millennium Management
New York
$2.69M -$12.3M -194,996 -83%
HFS
82
Hantz Financial Services
Michigan
$2.63M -$218K -3,459 -8%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$2.53M +$986K +15,635 +68%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$2.39M -$121K -1,920 -5%
TI
85
Trexquant Investment
Connecticut
$2.35M -$797K -12,648 -26%
OLA
86
Oliver Luxxe Assets
New Jersey
$2.25M +$2.17M +34,428 New
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.21M -$433K -6,877 -17%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$2.2M +$235K +3,726 +12%
Pathstone Holdings
89
Pathstone Holdings
New Jersey
$2.16M +$39.7K +630 +2%
Barclays
90
Barclays
United Kingdom
$2.12M -$4.56M -72,413 -69%
Tudor Investment Corp
91
Tudor Investment Corp
Connecticut
$2.04M -$6.68M -105,905 -77%
VGA
92
Vanguard Global Advisers
Pennsylvania
$2M +$1.93M +30,571 New
MIM
93
MetLife Investment Management
New Jersey
$1.9M -$131K -2,071 -7%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$1.89M -$91.8K -1,456 -5%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$1.88M +$1.8M +28,490 +11,822%
ACB
96
Aristotle Capital Boston
Massachusetts
$1.85M -$29.8K -472 -2%
IMRF
97
Illinois Municipal Retirement Fund
Illinois
$1.85M -$97.5K -1,547 -5%
WCM
98
Wedge Capital Management
North Carolina
$1.79M -$475K -7,540 -22%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.77M +$611K +9,700 +56%
HF
100
HRT Financial
New York
$1.73M +$1.66M +26,405 New
2 3
4
5 6

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.