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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
B
151
Bailard
California
$772K +$744K +11,800 New
UF
152
Univest Financial
Pennsylvania
$760K – – –
SCA
153
Sippican Capital Advisors
Massachusetts
$726K +$28.4K +451 +4%
Marshall Wace
154
Marshall Wace
United Kingdom
$700K +$674K +10,700 New
MWM
155
Modera Wealth Management
New Jersey
$669K -$315 -5 -0%
P
156
&Partners
Tennessee
$653K -$3.4K -54 -0.5%
IIM
157
Ironwood Investment Management
Massachusetts
$607K – – –
VOYA Investment Management
158
VOYA Investment Management
Georgia
$602K -$49K -778 -8%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$586K +$57.3K +909 +11%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$570K +$214K +3,401 +64%
BMCM
161
Bryn Mawr Capital Management
Pennsylvania
$567K -$558K -8,846 -51%
EH
162
Equitable Holdings
New York
$566K +$1.45K +23 +0.2%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$563K – – –
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$549K -$2.03M -32,174 -79%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$546K +$515K +8,174 +1,875%
ProShare Advisors
166
ProShare Advisors
Maryland
$544K -$161K -2,558 -24%
Lido Advisors
167
Lido Advisors
California
$540K +$102K +1,624 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$529K -$2.64M -41,934 -84%
AA
169
ALPS Advisors
Colorado
$517K +$498K +7,900 New
PVI
170
Pine Valley Investments
New Jersey
$511K +$6.75K +107 +1%
MSRPS
171
Maryland State Retirement & Pension System
Maryland
$508K -$17.8K -282 -4%
VPIM
172
Vanguard Personalized Indexing Management
California
$487K +$49.9K +791 +12%
Stifel Financial
173
Stifel Financial
Missouri
$480K +$378 +6 +0.1%
DCM
174
DGS Capital Management
New Jersey
$468K +$74.1K +1,175 +20%
Wealth Enhancement Advisory Services
175
Wealth Enhancement Advisory Services
Minnesota
$458K -$16.1K -256 -4%
5 6
7
8 9

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.