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WSFS Financial

324 hedge funds and large institutions have $3.07B invested in WSFS Financial in 2026 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$419K
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$15.8M
3 +$10.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$9.38M
5
Franklin Resources
Franklin Resources
California
+$6.89M

Top Sellers

1 -$18.9M
2 -$16.8M
3 -$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
B
151
Bailard
California
$772K
UF
152
Univest Financial
Pennsylvania
$760K
SCA
153
Sippican Capital Advisors
Massachusetts
$726K
Marshall Wace
154
Marshall Wace
United Kingdom
$700K
MWM
155
Modera Wealth Management
New Jersey
$669K
P
156
&Partners
Tennessee
$653K
IIM
157
Ironwood Investment Management
Massachusetts
$607K
VOYA Investment Management
158
VOYA Investment Management
Georgia
$602K
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$586K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$570K
BMCM
161
Bryn Mawr Capital Management
Pennsylvania
$567K
EH
162
Equitable Holdings
New York
$566K
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$563K
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$549K
Jones Financial Companies
165
Jones Financial Companies
Missouri
$546K
ProShare Advisors
166
ProShare Advisors
Maryland
$544K
Lido Advisors
167
Lido Advisors
California
$540K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$529K
AA
169
ALPS Advisors
Colorado
$517K
MSRPS
170
Maryland State Retirement & Pension System
Maryland
$508K
VPIM
171
Vanguard Personalized Indexing Management
California
$487K
Stifel Financial
172
Stifel Financial
Missouri
$480K
DCM
173
DGS Capital Management
New Jersey
$468K
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$458K
HTC
175
Haverford Trust Company
Pennsylvania
$458K