WSFS Financial
WSFS
331 hedge funds and large institutions have $3.08B invested in WSFS Financial in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 106 increasing their positions, 113 reducing their positions, and 34 closing their positions.
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
15% more capital invested
Capital invested by funds: $2.69B → $3.08B (+$390M)
5% more funds holding
Funds holding: 315 → 331 (+16)
0.38% more ownership
Funds ownership: 88.9% → 89.28% (+0.38%)
6% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$33M |
| 2 |
FGP
Freestone Grove Partners
San Francisco,
California
|
+$15.8M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$10.5M |
| 4 |
Two Sigma Investments
New York
|
+$9.38M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$6.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$18.9M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$16.8M |
| 3 |
BlackRock
New York
|
-$14.8M |
| 4 |
Millennium Management
New York
|
-$12.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$12.3M |
WSFS Hedge Fund Activity: Q1 2026 in Review
331 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q1 2026, worth a combined $3.08B — up 15% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new WSFS positions and 34 closed out — a net gain of 23 holders — while 106 added to existing stakes and 113 trimmed.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $33M. The largest seller was Boston Partners, exiting entirely with an estimated $18.9M sold.
- 331 institutional investors held WSFS Financial (WSFS) as of Q1 2026, up from 315 in Q4 2025.
- Funds reported $3.08B of WSFS Financial stock for Q1 2026, up 15% quarter-over-quarter.
- 57 funds opened new WSFS Financial positions in Q1 2026 and 34 closed out, a net change of +23 holders.
- The largest WSFS Financial buyer in Q1 2026 was Vaughan Nelson Investment Management, an estimated $33M added.
- The largest WSFS Financial seller in Q1 2026 was Boston Partners, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2026.