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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
HTC
176
Haverford Trust Company
Pennsylvania
$458K – – –
Mercer Global Advisors
177
Mercer Global Advisors
Colorado
$456K +$117K +1,850 +36%
Focus Partners Wealth
178
Focus Partners Wealth
Massachusetts
$443K +$71.3K +1,131 +20%
JF
179
JMN Financial
Ohio
$430K +$45.3K +719 +12%
PD
180
Planning Directions
Pennsylvania
$427K +$20.8K +330 +5%
CB
181
Commerce Bank
Missouri
$426K +$411K +6,515 New
RA
182
Royce & Associates
New York
$416K -$150K -2,378 -27%
EC
183
EntryPoint Capital
New York
$413K – – –
SO
184
STRS Ohio
Ohio
$412K – – –
WCA
185
Westover Capital Advisors
Delaware
$400K – – –
MOACM
186
Mutual of America Capital Management
New York
$400K -$8.64K -137 -2%
SLAM
187
Swiss Life Asset Management
$377K +$363K +5,761 New
FDP
188
Financiere des Professionnels
Quebec, Canada
$377K +$363K +5,756 New
GS
189
GTS Securities
New York
$372K +$359K +5,690 New
BBA
190
BLB&B Advisors
Pennsylvania
$367K – – –
HighTower Advisors
191
HighTower Advisors
Illinois
$364K -$3.85K -61 -1%
DS
192
DRW Securities
Illinois
$359K -$25.3K -402 -7%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$357K +$69K +1,094 +25%
BHCM
194
Brevan Howard Capital Management
Jersey
$354K -$59.3K -940 -15%
State of Wisconsin Investment Board
195
State of Wisconsin Investment Board
Wisconsin
$349K +$336K +5,327 New
N
196
Numerai
California
$338K -$5.17M -81,976 -94%
MA
197
Mutual Advisors
Nebraska
$336K +$2.77K +44 +0.9%
X
198
Xponance
Pennsylvania
$335K +$43.6K +691 +16%
SG
199
Strid Group
Pennsylvania
$334K – – –
AFG
200
Allegheny Financial Group
Pennsylvania
$325K -$10.5K -166 -3%
6 7
8
9 10

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.