WSFS icon

WSFS Financial

230 hedge funds and large institutions have $2.55B invested in WSFS Financial in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 114 increasing their positions, 38 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+29
Holders Change %
+14.43%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
59
Increased
114
Reduced
38
Closed
29
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
+$341K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$18K
TWA
202
TCI Wealth Advisors
Arizona
$18K +$13.1K +273 +265%
EBA
203
Eagle Bay Advisors
New York
$15K -$6.13K -132 -29%
PA
204
Parallel Advisors
California
$15K +$2.6K +54 +21%
CFGS
205
Concourse Financial Group Securities
Alabama
$14K +$14K +291 New
ACM
206
Aquatic Capital Management
Illinois
$14K +$14K +300 New
VCM
207
Versant Capital Management
Arizona
$11K -$1.5K -31 -12%
AP
208
Arlington Partners
Alabama
$9K
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.8K +39 +29%
EIP
210
Ellis Investment Partners
Pennsylvania
$8K +$8K +180 New
CFN
211
Cordasco Financial Network
Florida
$6K
LC
212
Lindbrook Capital
California
$5K +$1.13K +24 +29%
S
213
SignatureFD
Georgia
$5K +$1.42K +33 +40%
APA
214
American Portfolios Advisors
New York
$4.43K +$4.43K +95 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$3K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3K +$429 +8 +17%
KTC
217
Kistler-Tiffany Companies
Pennsylvania
$3K +$3K +72 New
FPS
218
Fieldpoint Private Securities
Connecticut
$2K -$857 -15 -30%
GWS
219
Glassman Wealth Services
Virginia
$2K +$595 +11 +42%
C
220
Covestor
United Kingdom
$2K +$667 +13 +50%
EI
221
Ellevest Inc
New York
$1K
First Manhattan
222
First Manhattan
New York
$1K
MCM
223
Manchester Capital Management
Vermont
$1K +$50 +1 +5%
SC
224
Schubert & Co
Texas
$1K +$167 +2 +20%
DI
225
Disciplined Investments
Oklahoma
$1K +$1K +11 New