Wsfs Finl Corp (WSFS) Hedge Fund Ownership (Q2 2026)

Wsfs Finl Corp (WSFS)

348 + Investors. Track Smart Money conviction in WSFS. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — WSFS

Based on 348 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added WSFS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

348 hedge funds hold WSFS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q

+70 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 54% buying

179 buying150 selling

Last quarter: 179 funds bought or added vs 150 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new WSFS position: 41 → 51 → 59 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new

195 out of 348 hedge funds have held WSFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +20% but shares only +1% — price-driven

Value

+19%

+1%

Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

41 → 41 → 51 → 59 → 65 new funds/Q

New funds entering each quarter: 41 → 51 → 59 → 65. A growing number of institutions are discovering WSFS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 62% veterans vs 29% newcomers

■ 62% veterans ■ 10% 1-2yr ■ 29% new

Entry-cohort mix of 349 holders: 215 (62%) are 2+ year veterans, 34 entered 1–2 years ago, and 100 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

55 of 348 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in WSFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	348	328	6.1%
13F Shares	47M	47M	1.21%
Total Value	$3.50B	$2.93B	19.54%
New Positions	65	59	+6
Increased Positions	113	105	+8
Closed Positions	45	39	+6
Reduced Positions	105	109	-4
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

348

328

6.1%

13F Shares

47M

1.21%

Total Value

$3.50B

$2.93B

19.54%

New Positions

Increased Positions

113

105

Closed Positions

Reduced Positions

105

109

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

348 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WSFS. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 WSFS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Palisade Capital Management, LP	0.93%	279,625	$21.5M
2	SummerHaven Investment Management, LLC	0.53%	12,953	$994K
3	Sippican Capital Advisors	0.52%	11,089	$851K
4	Salzhauer Michael	0.51%	19,329	$1.5M
5	Vaughan Nelson Investment Management, L.P.	0.48%	705,083	$54.1M
6	JMN Financial LLC	0.47%	7,846	$602K
7	Corbyn Investment Management Inc/Md	0.46%	20,764	$1.6M
8	MQS Management LLC	0.43%	4,605	$353K
9	Integrated Quantitative Investments LLC	0.40%	31,933	$2.5M
10	Frontier Capital Management Co LLC	0.38%	535,179	$41.1M
11	nVerses Capital, LLC	0.36%	3,072	$236K
12	Lountzis Asset Management, LLC	0.35%	14,621	$1.1M
13	Cooke & Bieler LP	0.29%	330,340	$25.3M
14	Oliver Luxxe Assets LLC	0.26%	22,921	$1.8M
15	Ironwood Investment Management LLC	0.25%	9,270	$711K
16	Planning Directions Inc	0.23%	6,544	$502K
17	Sensenig Capital Advisors, Inc	0.23%	3,300	$253K
18	Prosperity Advisers, LLC	0.23%	4,112	$316K
19	Hamilton Capital Partners Inc.	0.22%	11,382	$516K
20	denkapparat Operations GmbH	0.21%	8,546	$656K
21	Pzena Investment Management LLC	0.20%	888,496	$68.2M
22	Edgestream Partners, L.P.	0.19%	84,416	$6.5M
23	Algert Global LLC	0.17%	183,668	$14.1M
24	WINTON GROUP Ltd	0.16%	65,328	$5.0M
25	Crawford Investment Counsel Inc	0.15%	118,806	$9.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Wsfs Finl Corp (WSFS)

What does the Smart Money Trend signal show for WSFS?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added WSFS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WSFS?

Slight buying edge — 54% buying: Last quarter: 179 funds bought or added vs 150 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WSFS holders?

Elite ownership — 65% AUM from top-100 funds: 55 of 348 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in WSFS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WSFS?

56% of holders stayed for 2+ years: 195 out of 348 hedge funds have held WSFS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Wsfs Finl Corp (WSFS)

Smart Money Signals — WSFS

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

Slight buying edge — 54% buying

More new buyers each quarter (+6 vs last Q)

56% of holders stayed for 2+ years

Value +20% but shares only +1% — price-driven

Growing discovery — still being found

Veteran-anchored — 62% veterans vs 29% newcomers

Elite ownership — 65% AUM from top-100 funds

Institutional Sentiment Summary — WSFS

Hedge Fund Ownership: WSFS

Market Analysis: WSFS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: WSFS

Hedge Fund Positioning: WSFS

Statistics: WSFS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wsfs Finl Corp (WSFS)

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