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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.26B invested in WSFS Financial in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 104 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+2
Holders Change %
+0.87%
% of All Funds
3.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
65
Reduced
104
Closed
17
Calls
$36K
Puts
$261K
Net Calls
-$225K
Net Calls Change
-$872K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$82M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$47.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$141M
4
Goldman Sachs
4
Goldman Sachs
New York
$14.6M
5
Macquarie Group
5
Macquarie Group
Australia
$98.8M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$16.6M
2
State of Wisconsin Investment Board
2
State of Wisconsin Investment Board
Wisconsin
$1.4M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$47.6M
4
State Street
4
State Street
Massachusetts
$107M
5
ZCM
5
Ziegler Capital Management
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$22K -$1.16K -30 -5%
SWM
202
Spire Wealth Management
Virginia
$18K – – –
CFGS
203
Concourse Financial Group Securities
Alabama
$12K – – –
TWA
204
TCI Wealth Advisors
Arizona
$11K -$4.15K -103 -27%
VCM
205
Versant Capital Management
Arizona
$11K +$1.46K +35 +15%
PTC
206
Private Trust Company
Ohio
$11K +$11K +276 New
SWA
207
Sutton Wealth Advisors
Florida
$10.9K -$31.3K -781 -74%
PA
208
Parallel Advisors
California
$10K -$2.43K -61 -20%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$5K -$1.87K -47 -27%
CFN
210
Cordasco Financial Network
Florida
$5K – – –
Fifth Third Bancorp
211
Fifth Third Bancorp
Ohio
$4K +$979 +23 +32%
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.96K +94 +9,400%
APA
213
American Portfolios Advisors
New York
$3.81K – – –
LC
214
Lindbrook Capital
California
$3K -$975 -26 -25%
KTC
215
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3K +$730 +18 +32%
C
217
Covestor
United Kingdom
$3K +$1.11K +23 +59%
HI
218
Harbour Investments
Wisconsin
$3K +$3K +70 New
HF
219
Halpern Financial
Virginia
$2.49K +$2.49K +62 New
QCG
220
Quadrant Capital Group
Ohio
$2K -$32.2K -661 -94%
CHA
221
Carmichael Hill & Associates
Maryland
$2K +$2K +44 New
S
222
SignatureFD
Georgia
$1K -$3.3K -89 -77%
First Manhattan
223
First Manhattan
New York
$1K – – –
EI
224
Ellevest Inc
New York
$1K +$86 +3 +9%
SC
225
Schubert & Co
Texas
$1K +$613 +19 +158%
6 7 8
9
10