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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
KAS
201
Kestra Advisory Services
Texas
$313K -$3.66K -58 -1%
CMF
202
Counterpoint Mutual Funds
California
$311K -$23.4K -372 -7%
HIM
203
Hillsdale Investment Management
Ontario, Canada
$302K +$291K +4,620 New
CIM
204
Cambria Investment Management
California
$299K +$288K +4,575 New
BIG
205
Brooklyn Investment Group
New York
$298K +$287K +4,557 New
JCM
206
Jacobi Capital Management
Pennsylvania
$295K – – –
SC
207
Savant Capital
Illinois
$294K +$36.4K +577 +15%
BPA
208
Beacon Pointe Advisors
California
$294K +$283K +4,489 New
AWM
209
Affinity Wealth Management
Delaware
$291K -$630 -10 -0.2%
AIP
210
Ameritas Investment Partners
Nebraska
$286K -$19.3K -306 -7%
FCM
211
Fieldview Capital Management
Michigan
$284K -$426K -6,757 -61%
AG
212
Ascent Group
Virginia
$284K +$1.07K +17 +0.4%
YIH
213
Y-Intercept (HK)
Hong Kong
$281K -$2.36M -37,479 -90%
M&T Bank
214
M&T Bank
New York
$278K +$268K +4,250 New
CIP
215
Cornerstone Investment Partners
Georgia
$277K +$266K +4,225 New
PA
216
Profund Advisors
Maryland
$270K -$155K -2,452 -37%
PA
217
Prosperity Advisers
Pennsylvania
$269K – – –
SI
218
Stephens Inc
Arkansas
$268K – – –
LSA
219
Lansing Street Advisors
Pennsylvania
$268K +$693 +11 +0.3%
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
$266K – – –
US Bancorp
221
US Bancorp
Minnesota
$265K +$12.7K +202 +5%
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$264K +$2.33K +37 +0.9%
Truist Financial
223
Truist Financial
North Carolina
$263K -$18.2K -289 -7%
SPW
224
Stillwater Private Wealth
Pennsylvania
$258K +$249K +3,953 New
PCM
225
Polymer Capital Management
New York
$257K +$248K +3,929 New
7 8
9
10 11

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.