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WSFS Financial

329 hedge funds and large institutions have $3.08B invested in WSFS Financial in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $2.69B → $3.08B (+$390M)

5% more funds holding

Funds holding: 314329 (+15)

0.38% more ownership

Funds ownership: 88.89%89.28% (+0.38%)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 112

Holders
329
Holders Change
+15
Holders Change %
+4.78%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
106
Reduced
112
Closed
34
Calls
$419K
Puts
Net Calls
+$419K
Net Calls Change
+$612K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$501M -$14.8M -234,287 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$233M -$2.01M -31,907 -0.9%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$213M +$205M +3,257,822 New
State Street
4
State Street
Massachusetts
$190M +$599K +9,506 +0.3%
Franklin Resources
5
Franklin Resources
California
$169M +$6.89M +109,380 +4%
VCM
6
Vanguard Capital Management
Pennsylvania
$155M +$149M +2,367,989 New
NAMI
7
Nomura Asset Management International
Pennsylvania
$101M -$6.99M -110,921 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$89.1M -$112K -1,783 -0.1%
JP Morgan Chase
9
JP Morgan Chase
New York
$70.7M -$8.48M -134,499 -11%
Invesco
10
Invesco
Georgia
$61.9M -$7.67M -121,723 -11%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$59.5M -$1.6M -25,386 -3%
Pzena Investment Management
12
Pzena Investment Management
New York
$57.5M +$112K +1,772 +0.2%
CB
13
Cooke & Bieler
Pennsylvania
$51.7M -$16.8M -266,600 -25%
Brown Advisory
14
Brown Advisory
Maryland
$48.8M -$2.75M -43,686 -6%
Bank of America
15
Bank of America
North Carolina
$48.3M +$4.75M +75,283 +11%
Charles Schwab
16
Charles Schwab
California
$45.8M +$166K +2,632 +0.4%
American Century Companies
17
American Century Companies
Missouri
$45.3M +$803K +12,741 +2%
FCM
18
Frontier Capital Management
Massachusetts
$44.2M -$7.38M -117,005 -15%
PCM
19
Palisade Capital Management
New Jersey
$38.4M -$2.95M -46,721 -7%
Northern Trust
20
Northern Trust
Illinois
$38M +$41.1K +652 +0.1%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.7M -$1.09M -17,347 -3%
VNIM
22
Vaughan Nelson Investment Management
Texas
$34.3M +$33M +524,180 New
Goldman Sachs
23
Goldman Sachs
New York
$33M +$2.15M +34,174 +7%
Morgan Stanley
24
Morgan Stanley
New York
$28.2M -$5.83M -92,427 -18%
Principal Financial Group
25
Principal Financial Group
Iowa
$28M +$10.5M +166,837 +64%