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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-7
Holders Change %
-2.93%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
72
Reduced
95
Closed
27
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$142M
2
American Century Companies
2
American Century Companies
Missouri
$41.2M
3
Invesco
3
Invesco
Georgia
$43M
4
Jennison Associates
4
Jennison Associates
New York
$23.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M

Top Sellers

1
BlackRock
1
BlackRock
New York
$405M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$41.2M
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
176
Osaic Holdings
Arizona
$156K -$152K -3,242 -49%
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$142K – – –
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$139K +$1.18K +25 +0.9%
SAM
179
Smartleaf Asset Management
Massachusetts
$138K +$10.3K +223 +8%
US Bancorp
180
US Bancorp
Minnesota
$132K – – –
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$131K -$3.34K -71 -2%
MFA
182
McClarren Financial Advisors
Pennsylvania
$118K -$6.21M -2,474 -98%
IC
183
Innealta Capital
Texas
$114K +$114K +2,418 New
KBC Group
184
KBC Group
Belgium
$81K – – –
PIS
185
POM Investment Strategies
North Carolina
$70.8K – – –
GI
186
GAMMA Investing
California
$48.1K +$13.9K +295 +41%
SC
187
SouthState Corp
Florida
$47K – – –
KFI
188
Key Financial Inc
Pennsylvania
$46.1K – – –
CFM
189
Catalyst Funds Management
Australia
$37.6K -$23.5K -500 -38%
GRP
190
Global Retirement Partners
California
$36.6K -$3.81K -81 -9%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.4K +$1.6K +34 +5%
PS
192
Principal Securities
Iowa
$22.6K – – –
Nomura Asset Management
193
Nomura Asset Management
Japan
$22.1K – – –
CA
194
Clearstead Advisors
Ohio
$18.5K +$18.5K +394 New
EWA
195
EverSource Wealth Advisors
Alabama
$18.5K – – –
VCM
196
Versant Capital Management
Arizona
$13.2K – – –
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.33K +90 +50%
PA
198
Parallel Advisors
California
$11.8K – – –
CFGS
199
Concourse Financial Group Securities
Alabama
$11.1K – – –
FHA
200
First Horizon Advisors
Tennessee
$9.68K -$54.4K -1,157 -85%
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