WSFS icon

WSFS Financial

259 hedge funds and large institutions have $2.73B invested in WSFS Financial in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
79
Reduced
93
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AF
201
Advisornet Financial
Minnesota
$44.6K -$4.67K -90 -9%
Ohio Public Employees Retirement System (OPERS)
202
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.2K +$1.5K +29 +4%
VWA
203
VSM Wealth Advisory
Maryland
$38.9K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$36K +$15.2K +295 +73%
CWM
205
Crowley Wealth Management
Delaware
$31.1K
PS
206
Principal Securities
Iowa
$28.1K
VCM
207
Versant Capital Management
Arizona
$27.6K +$13.1K +252 +90%
Nomura Asset Management
208
Nomura Asset Management
Japan
$24.4K
CAM
209
Costello Asset Management
Pennsylvania
$22.3K +$22.3K +430 New
HCA
210
Harbor Capital Advisors
Illinois
$19K +$4.92K +94 +35%
CA
211
Clearstead Advisors
Ohio
$18.1K
EWA
212
EverSource Wealth Advisors
Alabama
$13.8K +$5.5K +106 +66%
UB
213
UMB Bank
Missouri
$13.6K +$5.81K +112 +75%
PA
214
Parallel Advisors
California
$13K
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$13K +$4.25K +82 +49%
C
216
Covestor
United Kingdom
$10K +$9.09K +179 +994%
SPIA
217
Steward Partners Investment Advisory
New York
$9.75K +$882 +17 +10%
FFA
218
Farther Finance Advisors
California
$9.07K -$20.7K -398 -70%
CCM
219
Coldstream Capital Management
Washington
$8.82K +$8.82K +170 New
Optiver Holding
220
Optiver Holding
Netherlands
$8.82K +$8.82K +170 New
FHA
221
First Horizon Advisors
Tennessee
$7.88K
HWM
222
Hemington Wealth Management
Virginia
$6K +$1.34K +28 +29%
PWMG
223
Private Wealth Management Group
New Jersey
$5.97K
RIL
224
Rothschild Investment LLC
Illinois
$5.71K +$2.59K +50 +83%
CIAS
225
CBIZ Investment Advisory Services
Ohio
$5.6K