Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,794,811 |
50,594 |
-13.8%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$3,164,665 |
58,681 |
-36.9%
|
Shares |
Defined |
2025-11-10 |
| 2025-06-30 |
$5,114,505 |
92,991 |
-17.0%
|
Shares |
Defined |
2025-08-11 |
| 2025-03-31 |
$5,810,476 |
112,020 |
-2.3%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$6,089,812 |
114,621 |
+8.9%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$5,365,778 |
105,232 |
+23.9%
|
Shares |
Defined |
2024-11-12 |
| 2024-06-30 |
$3,992,274 |
84,942 |
-7.6%
|
Shares |
Defined |
2024-08-12 |
| 2024-03-31 |
$4,149,493 |
91,925 |
+24.8%
|
Shares |
Defined |
2024-05-10 |
| 2023-12-31 |
$3,383,203 |
73,660 |
+75.7%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$1,530,334 |
41,927 |
-43.2%
|
Shares |
Defined |
2023-11-09 |
| 2023-06-30 |
$2,783,321 |
73,789 |
+149.9%
|
Shares |
Defined |
2023-08-10 |
| 2023-03-31 |
$1,110,584 |
29,529 |
-21.8%
|
Shares |
Defined |
2023-05-11 |
| 2022-12-31 |
$1,712,445 |
37,769 |
+21.6%
|
Shares |
Defined |
2023-02-09 |
| 2022-09-30 |
$1,443,464 |
31,069 |
+3.3%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$1,206,025 |
30,083 |
-47.4%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$2,663,819 |
57,139 |
+51.4%
|
Shares |
Defined |
2022-05-12 |
| 2021-12-31 |
$1,891,127 |
37,732 |
+47.4%
|
Shares |
Defined |
2022-02-10 |
| 2021-09-30 |
$1,313,741 |
25,604 |
-3.0%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$1,230,395 |
26,409 |
+391.9%
|
Shares |
Defined |
2021-08-10 |
| 2021-03-31 |
$267,322 |
5,369 |
-48.6%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$468,726 |
10,444 |
+223.2%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$87,140 |
3,231 |
-82.6%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$533,418 |
18,586 |
+18.7%
|
Shares |
Defined |
2020-08-12 |
| 2020-03-31 |
$390,297 |
15,662 |
—
|
Shares |
Defined |
2020-05-12 |
