Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WSFS FINL CORP (WSFS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — WSFS

Based on 291 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
291 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
+58 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 — 52% buying

141 buying129 selling
Last quarter: 141 funds bought or added vs 129 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new WSFS position: 32 → 39 → 40 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
180 out of 291 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.
📈

Growing discovery — still being found

25 → 32 → 39 → 40 → 49 new funds/Q
New funds entering each quarter: 32 → 39 → 40 → 49. A growing number of institutions are discovering WSFS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Of 292 current holders: 196 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
41 of 291 holders are among the 100 largest funds by AUM, controlling 56% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: WSFS

How many hedge funds hold WSFS — quarterly history vs. share price
Quarterly hedge fund ownership of WSFS vs. share price

Market Analysis: WSFS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WSFS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 0 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: WSFS
2026 Q1 Stats Unlock in 16 days 292 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 292 266 9.77%
13F Shares 48M 51M -7.05%
Total Value $2.63B $2.77B -5.11%
New Positions 49 40 +9
Increased Positions 92 77 +15
Closed Positions 24 36 -12
Reduced Positions 105 93 +12
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WSFS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

292 + investors

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

Top 25 institutional holders of WSFS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 COOKE & BIELER LP 0.58% 789,302 $51.7M
2 SummerHaven Investment Management, LLC 0.52% 12,953 $848K
3 Sippican Capital Advisors 0.50% 11,089 $726K
4 CORBYN INVESTMENT MANAGEMENT INC/MD 0.45% 20,838 $1.4M
5 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.34% 524,180 $34.3M
6 Oliver Luxxe Assets LLC 0.34% 34,428 $2.3M
7 Bayforest Capital Ltd 0.25% 3,363 $220K
8 Prosperity Advisers, LLC 0.22% 4,112 $269K
9 Sensenig Capital Advisors, Inc 0.22% 3,300 $216K
10 PLANNING DIRECTIONS INC 0.22% 6,525 $427K
11 PZENA INVESTMENT MANAGEMENT LLC 0.19% 878,588 $57.5M
12 AlphaQuest LLC 0.18% 59,253 $3.3M
13 Wilmington Savings Fund Society, FSB 0.12% 78,407 $5.1M
14 BDFS Capital LLC 0.10% 3,252 $213K
15 DGS Capital Management, LLC 0.08% 7,156 $468K
16 Lansing Street Advisors 0.07% 4,092 $268K
17 Verdence Capital Advisors LLC 0.05% 14,000 $916K
18 Counterpoint Mutual Funds LLC 0.05% 4,754 $311K
19 AFFINITY WEALTH MANAGEMENT LLC 0.04% 4,450 $291K
20 Allegheny Financial Group 0.04% 4,963 $325K
21 UNIVEST FINANCIAL Corp 0.04% 11,616 $760K
22 Strid Group, LLC 0.04% 5,103 $334K
23 Aberdeen Group plc 0.04% 391,077 $25.6M
24 HANTZ FINANCIAL SERVICES, INC. 0.04% 40,230 $3K
25 WEDGE CAPITAL MANAGEMENT L L P/NC 0.03% 27,389 $1.8M
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 — 4 quarters in a row: For 4 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 — 52% buying: Last quarter: 141 funds bought or added vs 129 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 — 56% AUM from top-100 funds: 41 of 291 holders are among the 100 largest funds by AUM, controlling 56% 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?

62% of holders stayed for 2+ years: 180 out of 291 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.