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WSFS Financial

259 hedge funds and large institutions have $2.73B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
79
Reduced
93
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$222K +$11.2K +216 +5%
Creative Planning
177
Creative Planning
Kansas
$221K +$221K +4,264 New
GC
178
Guggenheim Capital
Illinois
$218K +$218K +4,212 New
ST
179
Sageworth Trust
Pennsylvania
$217K
AACP
180
Advantage Alpha Capital Partners
California
$216K -$336K -6,474 -61%
SI
181
Stephens Inc
Arkansas
$213K
LSA
182
Lansing Street Advisors
Pennsylvania
$210K
CIBC Asset Management
183
CIBC Asset Management
Ontario, Canada
$207K -$4.41K -85 -2%
USAA
184
United Services Automobile Association
Texas
$204K +$204K +3,942 New
SAM
185
Smartleaf Asset Management
Massachusetts
$178K +$7.1K +137 +4%
Osaic Holdings
186
Osaic Holdings
Arizona
$162K -$9.49K -183 -6%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$162K -$4.98K -96 -3%
KBC Group
188
KBC Group
Belgium
$160K +$10.2K +196 +7%
BBPWM
189
Blue Bell Private Wealth Management
Pennsylvania
$157K
US Bancorp
190
US Bancorp
Minnesota
$146K
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$136K -$17.4K -335 -11%
MFA
192
McClarren Financial Advisors
Pennsylvania
$130K +$130K +51 New
TRCT
193
Tower Research Capital (TRC)
New York
$106K -$45.2K -872 -30%
GI
194
GAMMA Investing
California
$106K +$28.5K +550 +37%
A
195
AlphaQuest
New York
$82K
PIS
196
POM Investment Strategies
North Carolina
$78.1K
PFBT
197
Parkside Financial Bank & Trust
Missouri
$63.5K +$53.3K +1,028 +522%
SCM
198
Sterling Capital Management
North Carolina
$52.4K -$44.2K -853 -46%
SC
199
SouthState Corp
Florida
$51.9K
KFI
200
Key Financial Inc
Pennsylvania
$50.8K