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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
FNBT
176
FineMark National Bank & Trust
Florida
$360K
Lido Advisors
177
Lido Advisors
California
$360K
BHCM
178
Brevan Howard Capital Management
Jersey
$350K
EC
179
EntryPoint Capital
New York
$349K
SO
180
STRS Ohio
Ohio
$348K
MOACM
181
Mutual of America Capital Management
New York
$345K
PD
182
Planning Directions
Pennsylvania
$342K
Acadian Asset Management
183
Acadian Asset Management
Massachusetts
$338K
WCA
184
Westover Capital Advisors
Delaware
$338K
DCM
185
DGS Capital Management
New Jersey
$330K
DS
186
DRW Securities
Illinois
$325K
FFM
187
Forum Financial Management
Illinois
$313K
Focus Partners Wealth
188
Focus Partners Wealth
Massachusetts
$311K
HighTower Advisors
189
HighTower Advisors
Illinois
$311K
BBA
190
BLB&B Advisors
Pennsylvania
$310K
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$293K
EFG
192
Ethos Financial Group
Pennsylvania
$290K
AFG
193
Allegheny Financial Group
Pennsylvania
$283K
CMF
194
Counterpoint Mutual Funds
California
$283K
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$283K
SG
196
Strid Group
Pennsylvania
$282K
MA
197
Mutual Advisors
Nebraska
$281K
KAS
198
Kestra Advisory Services
Texas
$267K
AIP
199
Ameritas Investment Partners
Nebraska
$258K
VT
200
Vise Technologies
New York
$252K