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WSFS Financial
WSFS

Overview Fund Activity

232 hedge funds and large institutions have $2.51B invested in WSFS Financial in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 72 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-7
Holders Change %
-2.93%
% of All Funds
3.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
72
Reduced
95
Closed
27
Calls
$686K
Puts
–
Net Calls
+$686K
Net Calls Change
+$99K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$142M
2
American Century Companies
2
American Century Companies
Missouri
$41.2M
3
Invesco
3
Invesco
Georgia
$43M
4
Jennison Associates
4
Jennison Associates
New York
$23.1M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$183M

Top Sellers

1
BlackRock
1
BlackRock
New York
$405M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$336M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$13.3M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$41.2M
5
MFA
5
McClarren Financial Advisors
Pennsylvania
$118K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$9.59K +$9.59K +204 New
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$7.24K +$1.93K +41 +36%
SPIA
203
Steward Partners Investment Advisory
New York
$6.63K – – –
FFA
204
Farther Finance Advisors
California
$6.31K +$5.85K +126 +1,260%
CIAS
205
CBIZ Investment Advisory Services
Ohio
$5.79K – – –
PWMG
206
Private Wealth Management Group
New Jersey
$5.41K +$893 +19 +20%
AF
207
Advisornet Financial
Minnesota
$4.23K – – –
QCG
208
Quadrant Capital Group
Ohio
$4.23K – – –
FPFS
209
First Personal Financial Services
North Carolina
$4.14K – – –
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$3.88K – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$3.81K +$3.57K +76 +1,520%
LC
212
Lindbrook Capital
California
$3.67K – – –
HI
213
Harbour Investments
Wisconsin
$2.96K – – –
EBA
214
Eagle Bay Advisors
New York
$2.91K -$1.83K -39 -39%
UB
215
UMB Bank
Missouri
$2.91K +$1.69K +36 +138%
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$2.02K – – –
SC
217
Stephens Consulting
Michigan
$2.02K +$2.02K +43 New
CAM
218
ClariVest Asset Management
California
$1.69K -$1.46K -31 -46%
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$1.55K +$564 +12 +57%
JWA
220
JFS Wealth Advisors
Pennsylvania
$1.18K – – –
IAIM
221
International Assets Investment Management
Florida
$846 +$846 +18 New
TSMHT
222
Thurston Springer Miller Herd & Titak
Indiana
$846 +$846 +18 New
RIL
223
Rothschild Investment LLC
Illinois
$705 +$470 +10 +200%
SIC
224
SJS Investment Consulting
Ohio
$611 – – –
DPW
225
DiNuzzo Private Wealth
Pennsylvania
$517 +$47 +1 +10%
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9
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