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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
GCM
126
Graham Capital Management
Connecticut
$1.03M +$196K +3,117 +25%
Handelsbanken Fonder
127
Handelsbanken Fonder
Sweden
$1.03M – – –
AB
128
Amalgamated Bank
New York
$1.01M -$31.7K -503 -3%
Man Group
129
Man Group
United Kingdom
$1M -$209K -3,322 -18%
ASRS
130
Arizona State Retirement System
Arizona
$983K -$36.1K -572 -4%
VIA
131
Vanguard Investments Australia
Australia
$966K +$930K +14,753 New
LAM
132
Lountzis Asset Management
Pennsylvania
$957K – – –
DFCM
133
Dark Forest Capital Management
Puerto Rico
$948K -$719K -11,407 -44%
PFSRSONJ
134
Police & Firemen's Retirement System of New Jersey
New Jersey
$945K -$25.4K -403 -3%
YCM
135
Yousif Capital Management
Michigan
$943K -$25.8K -410 -3%
HI
136
Horizon Investments
North Carolina
$932K +$900K +14,277 New
QCM
137
Quantinno Capital Management
New York
$927K +$298K +4,730 +50%
STA
138
Summit Trail Advisors
New York
$924K +$890K +14,117 New
MCCA
139
Mill Creek Capital Advisors
Pennsylvania
$922K – – –
VCA
140
Verdence Capital Advisors
Maryland
$916K – – –
Janney Montgomery Scott
141
Janney Montgomery Scott
Pennsylvania
$905K +$397K +6,297 +84%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$889K -$47.3K -750 -5%
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$865K -$20.7K -328 -2%
SIM
144
SummerHaven Investment Management
Connecticut
$848K -$101K -1,609 -11%
GT
145
Glenmede Trust
Pennsylvania
$838K +$31.7K +503 +4%
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$802K -$10.4M -164,381 -93%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$799K -$18.9K -300 -2%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$793K -$55.9K -887 -7%
TI
149
Tidal Investments
Wisconsin
$784K +$159K +2,519 +27%
KK
150
KLP Kapitalforvaltning
Norway
$781K – – –
4 5
6
7 8

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.