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WSFS Financial

310 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

90% less call options, than puts

Call options by funds: $22K | Put options by funds: $215K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
310
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
$22K
Puts
$215K
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$10.7M
3 +$6.33M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.32M
5
Morgan Stanley
Morgan Stanley
New York
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$626K
FCM
152
Fieldview Capital Management
Michigan
$613K
ProShare Advisors
153
ProShare Advisors
Maryland
$601K
IC
154
IEQ Capital
California
$598K
SCA
155
Sippican Capital Advisors
Massachusetts
$588K
EH
156
Equitable Holdings
New York
$565K
MWM
157
Modera Wealth Management
New Jersey
$564K
P
158
&Partners
Tennessee
$560K
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$557K
VOYA Investment Management
160
VOYA Investment Management
Georgia
$551K
TI
161
Tidal Investments
Wisconsin
$522K
QCM
162
Quantinno Capital Management
New York
$521K
IIM
163
Ironwood Investment Management
Massachusetts
$512K
RA
164
Royce & Associates
New York
$482K
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$475K
MSRPS
166
Maryland State Retirement & Pension System
Maryland
$444K
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$444K
PVI
168
Pine Valley Investments
New Jersey
$425K
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$416K
MM
170
MQS Management
New York
$414K
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$405K
Stifel Financial
172
Stifel Financial
Missouri
$405K
HTC
173
Haverford Trust Company
Pennsylvania
$387K
VPIM
174
Vanguard Personalized Indexing Management
California
$367K
PA
175
Profund Advisors
Maryland
$364K