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WSFS Financial
WSFS

Overview Fund Activity

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.

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
–

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$17.7M
2
BCM
2
Basswood Capital Management
New York
$12.9M
3
Macquarie Group
3
Macquarie Group
Australia
$99.4M
4
CB
4
Cooke & Bieler
Pennsylvania
$46.3M
5
Jane Street
5
Jane Street
New York
$6.09M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$344M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$15.8M
4
State Street
4
State Street
Massachusetts
$161M
5
BlackRock
5
BlackRock
New York
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$443M -$7.9M -152,317 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$344M -$19.2M -370,916 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$197M -$5.92M -114,103 -3%
State Street
4
State Street
Massachusetts
$161M -$10.8M -207,373 -6%
Franklin Resources
5
Franklin Resources
California
$134M +$1.98M +38,130 +1%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$120M +$394K +7,591 +0.3%
Macquarie Group
7
Macquarie Group
Australia
$99.4M +$11.8M +227,188 +13%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$82.2M -$5.31M -102,350 -6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$74.4M +$1.44M +27,664 +2%
CIP
10
Champlain Investment Partners
Vermont
$63.1M -$981K -18,913 -2%
Bank of America
11
Bank of America
North Carolina
$51.7M +$1.52M +29,323 +3%
Invesco
12
Invesco
Georgia
$50.3M +$793K +15,281 +2%
CB
13
Cooke & Bieler
Pennsylvania
$46.3M +$5.68M +109,519 +14%
American Century Companies
14
American Century Companies
Missouri
$44.2M -$2.75M -53,064 -6%
Brown Advisory
15
Brown Advisory
Maryland
$41.9M -$998K -19,232 -2%
Pzena Investment Management
16
Pzena Investment Management
New York
$40.9M -$144K -2,775 -0.4%
Northern Trust
17
Northern Trust
Illinois
$40.5M -$1.53M -29,414 -4%
FCM
18
Frontier Capital Management
Massachusetts
$39.3M +$2.06M +39,621 +6%
Charles Schwab
19
Charles Schwab
California
$38.8M +$389K +7,501 +1%
PCM
20
Palisade Capital Management
New Jersey
$38.8M -$1.28M -24,697 -3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$36.5M -$4.48M -86,373 -11%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31M +$255K +4,913 +0.8%
Aberdeen Group
23
Aberdeen Group
United Kingdom
$27.2M +$703K +13,549 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$23.4M -$946K -18,231 -4%
Morgan Stanley
25
Morgan Stanley
New York
$21.7M -$2.9M -55,982 -12%
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