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WSFS Financial

291 hedge funds and large institutions have $2.8B invested in WSFS Financial in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $2.82B → $2.8B (-$22.4M)

19% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 105

Holders
291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$32K
Puts
$5K
Net Calls
Net Calls Change

Top Buyers

1 +$103M
2 +$8.35M
3 +$7.8M
4
Pzena Investment Management
Pzena Investment Management
New York
+$6.62M
5
N
Numerai
California
+$5.98M

Top Sellers

1 -$14.8M
2 -$12.8M
3 -$12.4M
4
Franklin Resources
Franklin Resources
California
-$10M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.36M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
176
Sanctuary Advisors
Indiana
$301K
VPIM
177
Vanguard Personalized Indexing Management
California
$297K
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$295K
Mariner
179
Mariner
Kansas
$292K
EFG
180
Ethos Financial Group
Pennsylvania
$283K
BAM
181
Blueshift Asset Management
New Jersey
$279K
HighTower Advisors
182
HighTower Advisors
Illinois
$276K
AFG
183
Allegheny Financial Group
Pennsylvania
$276K
SG
184
Strid Group
Pennsylvania
$275K
PAS
185
Point72 Asia (Singapore)
Singapore
$272K
MA
186
Mutual Advisors
Nebraska
$268K
DTL
187
Dynamic Technology Lab
Singapore
$257K
AIP
188
Ameritas Investment Partners
Nebraska
$252K
JCM
189
Jacobi Capital Management
Pennsylvania
$243K
PA
190
Profund Advisors
Maryland
$241K
SC
191
Savant Capital
Illinois
$241K
AWM
192
Affinity Wealth Management
Delaware
$241K
X
193
Xponance
Pennsylvania
$237K
KAS
194
Kestra Advisory Services
Texas
$236K
Creative Planning
195
Creative Planning
Kansas
$235K
IC
196
IEQ Capital
California
$234K
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$233K
Truist Financial
198
Truist Financial
North Carolina
$232K
AG
199
Ascent Group
Virginia
$232K
PA
200
PharVision Advisers
Florida
$231K