WSFS FINANCIAL CORP hedge fund holdings
WSFSNASDAQ$77.34-0.69 (-0.88%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
WSFS · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+41.8%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 74 | 74 | $87.2M | $185M | 265 | Aug 14, 2025 |
| Q3 2025 | 87 | 76 | $270M | $124M | 280 | Nov 14, 2025 |
| Q4 2025 | 100 | 83 | $93.6M | $268M | 299 | Feb 14, 2026 |
| Q1 2026 | 112 | 96 | $136M | $233M | 315 | May 15, 2026 |
| Q2 2026 | 118 | 92 | $265M | $265M | 333 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
333 filersNew position
49$37.2M+485K sh
Increased
69$227M+2.96M sh
Reduced
65-$222M-2.9M sh
Out / sold
27-$42.6M-555K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Cooke & Bieler LP | Reduce 58.15% | -$35.2M | $25.3M | 0.29% | Jul 30, 2026 |
| Nomura Asset Management International Inc. | Reduce 24.47% | -$29M | $89.4M | 0.13% | Aug 14, 2026 |
| Palisade Capital Management, LP | Reduce 52.38% | -$23.6M | $21.5M | 0.93% | Aug 14, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$16.4M | $0 | 0.00% | Aug 14, 2026 |
| Vaughan Nelson Investment Management, L.P. | Added 34.51% | +$13.9M | $54.1M | 0.48% | Jul 16, 2026 |
| Wellington Management Group LLP | Added 111.71% | +$12.5M | $23.6M | 0.00% | Aug 14, 2026 |
| Frontier Capital Management Co LLC | Reduce 20.77% | -$10.8M | $41.1M | 0.38% | Aug 14, 2026 |
| Edgestream Partners, L.P. | New Buy | +$6.48M | $6.48M | 0.19% | Aug 11, 2026 |
| Bridgewater Associates, LP | Added 77.35% | +$5.3M | $12.2M | 0.05% | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Reduce 5.19% | -$3.62M | $66.1M | 0.04% | Aug 14, 2026 |
| Aberdeen Group plc | Reduce 10.67% | -$3.2M | $26.8M | 0.04% | Jul 31, 2026 |
| Natixis Advisors, LLC | Added 27.31% | +$2.41M | $11.2M | 0.01% | Aug 14, 2026 |
| Lord, Abbett & Co. LLC | Reduce 22.13% | -$2.37M | $8.34M | 0.02% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 20.65% | -$1.7M | $6.53M | 0.00% | Aug 11, 2026 |
| Great Lakes Advisors, LLC | Reduce 18.92% | -$1.34M | $5.72M | 0.04% | Aug 10, 2026 |
| Capital Fund Management S.A. | New Buy | +$1.3M | $1.3M | 0.01% | Aug 13, 2026 |
| Horizon Investments, LLC | Added 115.49% | +$1.26M | $2.35M | 0.03% | Aug 13, 2026 |
| Elo Mutual Pension Insurance Co | New Buy | +$1.07M | $1.07M | 0.01% | Aug 13, 2026 |
| Integrated Quantitative Investments LLC | Added 77.07% | +$1.07M | $2.45M | 0.40% | Aug 14, 2026 |
| Public Sector Pension Investment Board | Reduce 6.42% | -$941K | $13.7M | 0.04% | Aug 13, 2026 |
| State of New Jersey Common Pension Fund D | Reduce 35.97% | -$931K | $1.66M | 0.01% | Aug 4, 2026 |
| Oliver Luxxe Assets LLC | Reduce 33.42% | -$883K | $1.76M | 0.26% | Jul 9, 2026 |
| Rafferty Asset Management, LLC | Reduce 23.58% | -$778K | $2.52M | 0.01% | Aug 14, 2026 |
| Pzena Investment Management LLC | Added 1.13% | +$760K | $68.2M | 0.20% | Aug 7, 2026 |
| Fox Run Management, L.L.C. | New Buy | +$751K | $751K | 0.12% | Aug 4, 2026 |
| State of Alaska, Department of Revenue | Reduce 32.01% | -$707K | $1.5M | 0.01% | Jul 20, 2026 |
| Empowered Funds, LLC | New Buy | +$682K | $682K | 0.00% | Aug 17, 2026 |
| denkapparat Operations GmbH | New Buy | +$656K | $656K | 0.21% | Aug 6, 2026 |
| Bailard, Inc. | Reduce 70.34% | -$637K | $269K | 0.01% | Jul 30, 2026 |
| Campbell & CO Investment Adviser LLC | New Buy | +$625K | $625K | 0.03% | Aug 3, 2026 |
| Voloridge Investment Management, LLC | Sell 100% | -$549K | $0 | 0.00% | Aug 14, 2026 |
| Aristotle Capital Boston, LLC | Reduce 25.07% | -$545K | $1.63M | 0.11% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Sell 100% | -$529K | $0 | 0.00% | Aug 13, 2026 |
| Jackson Creek Investment Advisors LLC | New Buy | +$528K | $528K | 0.18% | Aug 10, 2026 |
| Tidal Investments LLC | Reduce 56.97% | -$523K | $395K | 0.00% | Aug 13, 2026 |
| Guggenheim Capital LLC | New Buy | +$481K | $481K | 0.00% | Aug 12, 2026 |
| Quantinno Capital Management LP | Added 41.88% | +$455K | $1.54M | 0.00% | Aug 13, 2026 |
| Earnest Partners LLC | Reduce 3.74% | -$416K | $10.7M | 0.04% | Aug 13, 2026 |
| GTS Securities LLC | Sell 100% | -$372K | $0 | 0.00% | Aug 14, 2026 |
| Aigen Investment Management, LP | New Buy | +$354K | $354K | 0.10% | Aug 14, 2026 |
| MQS Management LLC | New Buy | +$353K | $353K | 0.43% | Aug 7, 2026 |
| Numerai GP LLC | Sell 100% | -$338K | $0 | 0.00% | Aug 14, 2026 |
| Fieldview Capital Management, LLC | Sell 100% | -$284K | $0 | 0.00% | Aug 14, 2026 |
| Blair William & Co | New Buy | +$261K | $261K | 0.00% | Aug 11, 2026 |
| Polymer Capital Management (US) LLC | Sell 100% | -$257K | $0 | 0.00% | Aug 14, 2026 |
| nVerses Capital, LLC | New Buy | +$236K | $236K | 0.36% | Aug 4, 2026 |
| Bayforest Capital Ltd | Sell 100% | -$220K | $0 | 0.00% | Aug 5, 2026 |
| Baron Wealth Management LLC | New Buy | +$216K | $216K | 0.06% | Jul 7, 2026 |
| Gladstone Institutional Advisory LLC | New Buy | +$214K | $214K | 0.01% | Jul 27, 2026 |
| Inceptionr LLC | Sell 100% | -$207K | $0 | 0.00% | Aug 11, 2026 |
| Vista Finance, LLC | New Buy | +$205K | $205K | 0.11% | Jul 16, 2026 |
| CANADA LIFE ASSURANCE Co | Reduce 5.60% | -$191K | $3.23M | 0.01% | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 4.45% | +$161K | $3.77M | 0.00% | Aug 13, 2026 |
| Vise Technologies, Inc. | Added 36.83% | +$129K | $479K | 0.01% | Aug 11, 2026 |
| Lido Advisors, LLC | Reduce 19.36% | -$123K | $511K | 0.00% | Aug 7, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | New Buy | +$116K | $116K | 0.00% | Aug 14, 2026 |
| Thrivent Financial for Lutherans | Reduce 4.04% | -$113K | $2.69M | 0.00% | Aug 14, 2026 |
| Wedge Capital Management L L P | Reduce 4.95% | -$104K | $2M | 0.03% | Jul 10, 2026 |
| Choreo, LLC | Added 37.01% | +$104K | $384K | 0.00% | Aug 4, 2026 |
| Graham Capital Management, L.P. | Added 8.59% | +$104K | $1.31M | 0.02% | Aug 14, 2026 |
| JMN Financial LLC | Added 19.55% | +$98.4K | $602K | 0.47% | Aug 10, 2026 |
| Cambria Investment Management, L.P. | Reduce 23.78% | -$83.5K | $268K | 0.01% | Aug 14, 2026 |
| Illinois Municipal Retirement Fund | Reduce 3.76% | -$81.5K | $2.08M | 0.02% | Aug 12, 2026 |
| Crawford Investment Counsel Inc | Reduce 0.82% | -$75.2K | $9.12M | 0.15% | Aug 14, 2026 |
| Hamilton Capital Partners Inc. | Reduce 32.37% | -$72.8K | $152K | 0.00% | Aug 14, 2026 |
| Pictet Asset Management Holding SA | Reduce 7.84% | -$53.8K | $633K | 0.00% | Jul 30, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 0.76% | -$44.7K | $5.83M | 0.01% | Aug 13, 2026 |
| Seneschal Advisors, LLC | Reduce 38.76% | -$43.1K | $68.1K | 0.05% | Aug 14, 2026 |
| DNB Asset Management AS | Reduce 15.74% | -$42K | $225K | 0.00% | Aug 11, 2026 |
| Amova Asset Management Americas, Inc. | New Buy | +$39.8K | $39.8K | 0.00% | Aug 13, 2026 |
| Commerce Bank | Reduce 7.67% | -$38.4K | $462K | 0.00% | Aug 12, 2026 |
| Haverford Trust Co | Added 6.30% | +$33.8K | $571K | 0.00% | Aug 12, 2026 |
| Baird Financial Group, Inc. | Reduce 14.08% | -$33.6K | $205K | 0.00% | Aug 12, 2026 |
| Oregon Public Employees Retirement Fund | Reduce 3.58% | -$33.5K | $903K | 0.01% | Jul 29, 2026 |
| CIBC Asset Management Inc | Reduce 11.42% | -$31.2K | $242K | 0.00% | Aug 3, 2026 |
| Stillwater Private Wealth, LLC | Reduce 9.74% | -$31.2K | $289K | 0.19% | Aug 13, 2026 |
| Yousif Capital Management, LLC | Reduce 2.57% | -$28.4K | $1.08M | 0.01% | Jul 16, 2026 |
| FourThought Financial Partners, LLC | Reduce 8.82% | -$21.8K | $225K | 0.02% | Aug 12, 2026 |
| Exchange Traded Concepts, LLC | Added 18.05% | +$17.5K | $114K | 0.00% | Aug 11, 2026 |
| Twin Peaks Wealth Advisors, LLC | Sell 100% | -$13.3K | $0 | 0.00% | Aug 13, 2026 |
| Modera Wealth Management, LLC | Added 1.56% | +$12.2K | $796K | 0.01% | Aug 3, 2026 |
| Persistent Asset Partners Ltd | New Buy | +$12.1K | $12.1K | 0.00% | Aug 7, 2026 |
| Summit Trail Advisors, LLC | Reduce 1.05% | -$11.4K | $1.07M | 0.01% | Aug 11, 2026 |
| Xponance LLC | Added 2.85% | +$11.2K | $404K | 0.00% | Aug 10, 2026 |
| Maryland State Retirement & Pension System | Reduce 1.88% | -$11.2K | $585K | 0.01% | Jul 30, 2026 |
| Swiss Life Asset Management Ltd | Added 2.01% | +$8.9K | $451K | 0.00% | Jul 29, 2026 |
| Harbor Investment Advisory, LLC | Sell 100% | -$8.51K | $0 | 0.00% | Jul 7, 2026 |
| Bare Financial Services, Inc | Added 72.22% | +$7.98K | $19K | 0.00% | Jul 27, 2026 |
| Fulcrum Asset Management LLP | New Buy | +$7.82K | $7.82K | 0.00% | Aug 18, 2026 |
| Alps Advisors Inc | Added 1.27% | +$7.67K | $614K | 0.00% | Jul 29, 2026 |
| Harbor Capital Advisors, Inc. | Reduce 16.79% | -$7.06K | $35K | 0.00% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$6.37K | $6.37K | 0.00% | Aug 14, 2026 |
| Corbyn Investment Management Inc | Reduce 0.36% | -$5.68K | $1.59M | 0.46% | Aug 6, 2026 |
| Picton Mahoney Asset Management | New Buy | +$5.37K | $5.37K | 0.00% | Aug 13, 2026 |
| &Partners | Added 0.63% | +$4.91K | $778K | 0.00% | Aug 14, 2026 |
| Bessemer Group Inc | Added 0.09% | +$4.68K | $5.44M | 0.01% | Aug 12, 2026 |
| Kemnay Advisory Services Inc. | Added 19.87% | +$4.53K | $27.3K | 0.00% | Aug 14, 2026 |
| Profund Advisors LLC | Reduce 1.38% | -$4.37K | $312K | 0.01% | Aug 11, 2026 |
| New Age Alpha Advisors, LLC | Reduce 3.99% | -$3.99K | $96.1K | 0.00% | Aug 13, 2026 |
| Sound Income Strategies, LLC | Sell 100% | -$3.98K | $0 | 0.00% | Jul 20, 2026 |