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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
Lazard Asset Management
101
Lazard Asset Management
New York
$1.73M +$1.66M +26,358 New
LPL Financial
102
LPL Financial
California
$1.66M +$209K +3,308 +15%
Mirae Asset Global ETFs Holdings
103
Mirae Asset Global ETFs Holdings
Hong Kong
$1.64M -$57.9K -919 -4%
PAG
104
Private Advisor Group
New Jersey
$1.61M -$693 -11 -0%
IC
105
IEQ Capital
California
$1.6M +$857K +13,602 +126%
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$1.55M -$81.9K -1,300 -5%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.51M +$261K +4,145 +22%
Renaissance Technologies
108
Renaissance Technologies
New York
$1.51M -$1.03M -16,400 -42%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$1.51M – – –
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$1.48M – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.41M -$32.3K -512 -2%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$1.39M +$704K +11,169 +111%
CIM
113
Corbyn Investment Management
Maryland
$1.36M -$740K -11,747 -36%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$1.35M +$76.5K +1,214 +6%
SM
115
Salzhauer Michael
$1.27M – – –
Creative Planning
116
Creative Planning
Kansas
$1.24M -$678K -10,756 -36%
IQI
117
Integrated Quantitative Investments
Washington
$1.18M +$1.14M +18,034 New
Los Angeles Capital Management
118
Los Angeles Capital Management
California
$1.17M +$884K +14,026 +365%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$1.17M +$1.12M +17,814 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$1.17M +$153K +2,432 +16%
Acadian Asset Management
121
Acadian Asset Management
Massachusetts
$1.16M +$737K +11,690 +191%
Arrowstreet Capital
122
Arrowstreet Capital
Massachusetts
$1.15M +$332K +5,260 +43%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$1.13M +$23.4K +372 +2%
Cerity Partners
124
Cerity Partners
New York
$1.1M +$342K +5,424 +48%
Mariner
125
Mariner
Kansas
$1.06M +$286K +4,545 +39%
3 4
5
6 7

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.