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WSFS Financial

308 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 46 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
308
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
FCM
151
Fieldview Capital Management
Michigan
$613K
ProShare Advisors
152
ProShare Advisors
Maryland
$601K
IC
153
IEQ Capital
California
$598K
SCA
154
Sippican Capital Advisors
Massachusetts
$588K
EH
155
Equitable Holdings
New York
$565K
MWM
156
Modera Wealth Management
New Jersey
$564K
P
157
&Partners
Tennessee
$560K
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$557K
VOYA Investment Management
159
VOYA Investment Management
Georgia
$551K
TI
160
Tidal Investments
Wisconsin
$522K
QCM
161
Quantinno Capital Management
New York
$521K
IIM
162
Ironwood Investment Management
Massachusetts
$512K
RA
163
Royce & Associates
New York
$482K
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$475K
MSRPS
165
Maryland State Retirement & Pension System
Maryland
$444K
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$444K
PVI
167
Pine Valley Investments
New Jersey
$425K
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$416K
MM
169
MQS Management
New York
$414K
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$405K
Stifel Financial
171
Stifel Financial
Missouri
$405K
HTC
172
Haverford Trust Company
Pennsylvania
$387K
VPIM
173
Vanguard Personalized Indexing Management
California
$367K
PA
174
Profund Advisors
Maryland
$364K
FNBT
175
FineMark National Bank & Trust
Florida
$360K