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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.26B invested in WSFS Financial in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
65
Reduced
104
Closed
17
Calls
$36K
Puts
$261K
Net Calls
-$225K
Net Calls Change
-$872K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$82M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$47.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$141M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.6M
5
Macquarie Group
5
Macquarie Group
Australia
$98.8M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$16.6M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$1.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$47.6M
4
State Street
4
State Street
Massachusetts
$107M
5
ZCM
5
Ziegler Capital Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
151
M&T Bank
New York
$324K +$8.02K +200 +3%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$298K +$15.6K +390 +6%
JG
153
Jefferies Group
New York
$291K +$291K +7,253 New
VI
154
Versor Investments
New York
$281K +$281K +7,017 New
SWM
155
SeaCrest Wealth Management
New York
$278K – – –
AA
156
ALPS Advisors
Colorado
$275K +$275K +6,854 New
V
157
Veritable
Delaware
$272K +$801 +20 +0.3%
DCM
158
Dean Capital Management
Kansas
$270K -$153K -3,820 -36%
BC
159
Bridgefront Capital
Texas
$270K +$270K +6,745 New
EVM
160
Eaton Vance Management
Massachusetts
$269K -$55.2K -1,376 -17%
Squarepoint
161
Squarepoint
New York
$246K -$2.18M -54,343 -90%
DT
162
Diversified Trust
Tennessee
$239K – – –
BSW
163
Buckingham Strategic Wealth
Missouri
$237K – – –
ML
164
McAdam LLC
Pennsylvania
$233K +$233K +5,821 New
NC
165
NinePointTwo Capital
California
$227K – – –
CGH
166
Crossmark Global Holdings
Texas
$225K -$401 -10 -0.2%
MML Investors Services
167
MML Investors Services
Massachusetts
$222K +$4.54K +113 +2%
KBC Group
168
KBC Group
Belgium
$222K +$222K +5,527 New
PA
169
Profund Advisors
Maryland
$221K -$78.7K -1,962 -26%
AFG
170
Allegheny Financial Group
Pennsylvania
$218K +$723 +18 +0.3%
AG
171
Ascent Group
Virginia
$204K +$204K +4,270 New
ACM
172
AlphaCrest Capital Management
New York
$203K -$484K -12,069 -70%
HTC
173
Haverford Trust Company
Pennsylvania
$203K -$58.2K -1,449 -22%
US Bancorp
174
US Bancorp
Minnesota
$193K -$30.8K -769 -14%
AIP
175
Ameritas Investment Partners
Nebraska
$193K -$9.11K -228 -5%
5 6
7
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