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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$18K -$7.08K -160 -28%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$17K +$11.1K +238 +189%
CFGS
203
Concourse Financial Group Securities
Alabama
$15K +$1.69K +37 +13%
PTC
204
Private Trust Company
Ohio
$13K – – –
TWA
205
TCI Wealth Advisors
Arizona
$13K +$188 +4 +1%
PA
206
Parallel Advisors
California
$12K – – –
Simplex Trading
207
Simplex Trading
Illinois
$11K +$10.2K +224 +1,244%
AF
208
Advisornet Financial
Minnesota
$8K +$8K +180 New
EWA
209
EverSource Wealth Advisors
Alabama
$6K -$58.5K -1,239 -91%
VCM
210
Versant Capital Management
Arizona
$5K -$8.02K -162 -62%
PFBT
211
Parkside Financial Bank & Trust
Missouri
$5K +$1.84K +43 +58%
QCG
212
Quadrant Capital Group
Ohio
$5K +$2.93K +58 +141%
WFA
213
Wipfli Financial Advisors
Wisconsin
$5K +$5K +115 New
APA
214
American Portfolios Advisors
New York
$4.41K – – –
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$4K -$43 -1 -1%
LC
216
Lindbrook Capital
California
$4K – – –
EI
217
Ellevest Inc
New York
$4K +$2.31K +48 +137%
FPFS
218
First Personal Financial Services
North Carolina
$4K +$4K +88 New
HI
219
Harbour Investments
Wisconsin
$3K – – –
KTC
220
Kistler-Tiffany Companies
Pennsylvania
$3K – – –
CHA
221
Carmichael Hill & Associates
Maryland
$2K – – –
SC
222
Schubert & Co
Texas
$2K +$735 +18 +58%
JWA
223
JFS Wealth Advisors
Pennsylvania
$2K +$1.67K +40 +500%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +43 New
First Manhattan
225
First Manhattan
New York
$1K – – –
7 8
9
10 11