undamentalytics Newsletter

Wsfs Financial Corp: which funds bought and sold

Institutions that bought and sold Wsfs Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 170 institutions that filed 13F reports for both quarters added to or opened positions in Wsfs Financial, and 143 cut or closed them. Together they sold a net 269K shares, −0.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 220K shares (+1.9%); index fund managers were net buyers of 178K shares (+0.9%). 57 opened a new position and 34 sold out entirely.

Bought, Q2 2026 170 institutions, 57 of them new holders Sold, Q2 2026 143 institutions, 34 of them sold out
Net change, all compared −269K shares (−0.6%)
Net change, active managers +220K shares (+1.9%), 30 bought, 20 sold

Buyers versus sellers

institutions compared, 382
Active managers and hedge funds 30 bought · 20 sold · +220K
Index fund managers 6 bought · 6 sold · +178K
Other institutions 134 bought · 117 sold · −666K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Qube Research & Technologies Ltd Hedge fund +339K +2767.7% 351K $26.9M
FMR LLC Active manager +277K +407.6% 345K $26.5M
Two Sigma Investments, LP Hedge fund +251K +99.2% 505K $38.7M
Geode Capital Management, LLC Index funds +210K +15.4% 1.6M $121M
Vaughan Nelson Investment Management, L.P. Active manager +181K +34.5% 705K $54.1M
Wellington Management Group LLP Active manager +162K +111.7% 308K $23.6M
State Street Corp Index funds +130K +4.5% 3.0M $233M
Goldman Sachs Group Inc +108K +21.4% 612K $47M
Invesco Ltd. +107K +11.4% 1.1M $80.7M
Principal Financial Group Inc +107K +25.0% 534K $41M
Algert Global LLC Hedge fund +97K +111.5% 184K $14.1M
Point72 Asset Management, L.P. Hedge fund +93K New position 93K $7.1M
Nuveen, LLC +91K +33.3% 365K $28M
Acadian Asset Management LLC Active manager +87K +490.5% 105K $8.1M
Edgestream Partners, L.P. Hedge fund +84K New position 84K $6.5M
Citadel Advisors LLC Hedge fund +81K +73.7% 190K $14.6M
Tudor Investment Corp Et Al Hedge fund +74K +238.1% 106K $8.1M
Arrowstreet Capital, Limited Partnership Hedge fund +74K +422.1% 91K $7M
Bridgewater Associates, LP Hedge fund +69K +77.4% 158K $12.2M
Winton Group Ltd Hedge fund +65K New position 65K $5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Cooke & Bieler LP Active manager −459K −58.1% 330K $25.3M
Nomura Asset Management International Inc. −377K −24.5% 1.2M $89.4M
Palisade Capital Management, LP Active manager −308K −52.4% 280K $21.5M
Jpmorgan Chase & Co −268K −24.5% 828K $63.7M
Franklin Resources Inc Active manager −265K −10.3% 2.3M $177M
Freestone Grove Partners LP Hedge fund −251K Sold out 0 —
Alliancebernstein L.P. Active manager −228K −46.1% 267K $17.5M
Jane Street Group, LLC −169K Sold out 0 —
UBS Group AG −146K −58.5% 103K $7.9M
Frontier Capital Management Co LLC Active manager −140K −20.8% 535K $41.1M
Blackrock, Inc. Index funds −135K −1.8% 7.5M $577M
Vanguard Capital Management LLC Index funds −112K −4.7% 2.3M $173M
Bank Of America Corp −92K −12.4% 646K $49.6M
Sei Investments Co −57K −32.5% 118K $9M
T. Rowe Price Investment Management, Inc. Active manager −47K −5.2% 861K $66.1M
Price T Rowe Associates Inc Active manager −45K −35.9% 79K $6.1M
Aberdeen Group PLC −42K −10.7% 349K $26.8M
SG Americas Securities, LLC −41K −86.6% 6,405 $491,000
Trexquant Investment LP Hedge fund −36K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −35K −67.1% 17K $1.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Point72 Asset Management, L.P.Hedge fund 93K $7.1M
Edgestream Partners, L.P.Hedge fund 84K $6.5M
Winton Group LtdHedge fund 65K $5M
Assenagon Asset Management S.A. 36K $2.8M
Engineers Gate Manager LPHedge fund 28K $2.1M
Capital Fund Management S.A.Hedge fund 17K $1.3M
Gsa Capital Partners LLP 16K $1.3M
Elo Mutual Pension Insurance Co 14K $1.1M
Legato Capital Management LLC 13K $1M
Headlands Technologies LLC 12K $928,126

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Freestone Grove Partners LPHedge fund 251K $16.4M
Jane Street Group, LLC 169K $11.1M
Trexquant Investment LPHedge fund 36K $2.3M
HRT Financial LP 26K $1.7M
Renaissance Technologies LLCHedge fund 23K $1.5M
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13K $864,596
Voloridge Investment Management, LLCHedge fund 8,388 $549,078
Healthcare Of Ontario Pension Plan Trust Fund 8,078 $528,786
Royce & Associates LPActive manager 6,354 $415,933
Gts Securities LLC 5,690 $372,467

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
354
Ten largest holders
56.3%
of 13F-reported shares
Index fund managers
41.2%
of 13F-reported shares
Active managers and hedge funds
24.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 20 8 7 +220K +1.9%
Index fund managers 6 6 0 0 +178K +0.9%
Other institutions 134 117 49 27 −666K −4.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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