WSFS icon

WSFS Financial

308 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 115 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

16% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 115

90% less call options, than puts

Call options by funds: $22K | Put options by funds: $215K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
308
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22K
Puts
$215K
Net Calls
Net Calls Change

Top Buyers

1 +$12.1M
2 +$10.7M
3 +$6.33M
4
Two Sigma Investments
Two Sigma Investments
New York
+$5.32M
5
Morgan Stanley
Morgan Stanley
New York
+$5.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Affinity Wealth Management
Delaware
$246K
X
202
Xponance
Pennsylvania
$245K
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$241K
AG
204
Ascent Group
Virginia
$239K
Truist Financial
205
Truist Financial
North Carolina
$238K
VF
206
Virtu Financial
New York
$237K
WAM
207
Weiss Asset Management
Massachusetts
$235K
PA
208
Prosperity Advisers
Pennsylvania
$227K
SI
209
Stephens Inc
Arkansas
$227K
LSA
210
Lansing Street Advisors
Pennsylvania
$225K
Ensign Peak Advisors
211
Ensign Peak Advisors
Utah
$224K
PWPS
212
Pinnacle Wealth Planning Services
Ohio
$221K
SC
213
Savant Capital
Illinois
$216K
CGH
214
Crossmark Global Holdings
Texas
$214K
US Bancorp
215
US Bancorp
Minnesota
$212K
CWM
216
CIBC World Markets
New York
$205K
Los Angeles Capital Management
217
Los Angeles Capital Management
California
$203K
Cambridge Investment Research Advisors
218
Cambridge Investment Research Advisors
Iowa
$203K
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$203K
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$201K
SAM
221
Smartleaf Asset Management
Massachusetts
$197K
FFA
222
Farther Finance Advisors
California
$181K
SCM
223
Sterling Capital Management
North Carolina
$178K
AssetMark Inc
224
AssetMark Inc
California
$176K
BBPWM
225
Blue Bell Private Wealth Management
Pennsylvania
$167K