WSFS icon

WSFS Financial

224 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
83
Closed
27
Calls
$38K
Puts
$320K
Net Calls
-$282K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
176
Harbor Investment Advisory
Maryland
$62.9K
FHA
177
First Horizon Advisors
Tennessee
$53.4K
GRP
178
Global Retirement Partners
California
$47.8K +$8K +241 +20%
GFWA
179
Grey Fox Wealth Advisors
Delaware
$47.3K +$43.5K +1,157 +1,146%
SC
180
SouthState Corp
Florida
$37.6K
KFI
181
Key Financial Inc
Pennsylvania
$36.9K
QL
182
Quarry LP
New York
$35.8K +$35.8K +951 New
EBA
183
Eagle Bay Advisors
New York
$31.9K -$827 -22 -3%
SO
184
STRS Ohio
Ohio
$26K -$52K -1,400 -67%
Lazard Asset Management
185
Lazard Asset Management
New York
$24K +$24K +643 New
SOW
186
State of Wyoming
Wyoming
$23K +$12.4K +331 +118%
Allspring Global Investments
187
Allspring Global Investments
North Carolina
$18.8K -$22.5K -598 -54%
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$626 +17 +4%
CFGS
189
Concourse Financial Group Securities
Alabama
$10.9K -$677 -18 -6%
TWA
190
TCI Wealth Advisors
Arizona
$10.3K -$38 -1 -0.4%
PA
191
Parallel Advisors
California
$9.45K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$8K -$5.28K -134 -40%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$7.71K +$7.71K +205 New
AF
194
Advisornet Financial
Minnesota
$6.77K -$489 -13 -7%
Bessemer Group
195
Bessemer Group
New Jersey
$5K +$5K +136 New
PFBT
196
Parkside Financial Bank & Trust
Missouri
$4.25K +$75 +2 +2%
PTC
197
Private Trust Company
Ohio
$4.1K -$4.14K -110 -50%
VCM
198
Versant Capital Management
Arizona
$3.67K -$3.37K -90 -48%
FPFS
199
First Personal Financial Services
North Carolina
$3.31K
RMC
200
Resources Management Corp
Connecticut
$3K -$237K -13,820 -99%