Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$7,859,326 |
142,276 |
-1.8%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$7,812,731 |
144,868 |
0.0%
|
Shares |
Sole |
2025-11-13 |
| 2025-06-30 |
$7,967,740 |
144,868 |
+3.3%
|
Shares |
Sole |
2025-08-14 |
| 2025-03-31 |
$7,270,980 |
140,177 |
+11.5%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$6,680,513 |
125,739 |
-0.9%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$6,469,713 |
126,882 |
-1.9%
|
Shares |
Sole |
2024-12-13 |
| 2024-06-30 |
$6,079,356 |
129,348 |
-14.5%
|
Shares |
Sole |
2024-10-07 |
| 2024-03-31 |
$6,825,754 |
151,213 |
0.0%
|
Shares |
Sole |
2024-10-07 |
| 2023-12-31 |
$6,945,213 |
151,213 |
+8.8%
|
Shares |
Sole |
2024-10-07 |
| 2023-09-30 |
$5,073,865 |
139,010 |
+31.3%
|
Shares |
Sole |
2024-10-07 |
| 2023-06-30 |
$3,994,925 |
105,910 |
-36.8%
|
Shares |
Sole |
2024-10-07 |
| 2023-03-31 |
$6,306,595 |
167,684 |
-0.8%
|
Shares |
Sole |
2024-10-07 |
| 2022-12-31 |
$7,661,734 |
168,984 |
+97.1%
|
Shares |
Sole |
2024-10-07 |
| 2022-09-30 |
$3,982,644 |
85,722 |
—
|
Shares |
Sole |
2022-11-14 |
