Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$25,973,349 |
470,191 |
+339.9%
|
Shares |
Defined |
2026-02-10 |
| 2025-09-30 |
$5,764,577 |
106,890 |
-14.1%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$6,844,750 |
124,450 |
-59.2%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$15,836,481 |
305,311 |
-43.5%
|
Shares |
Defined |
2025-06-27 |
| 2024-12-31 |
$28,709,644 |
540,366 |
+15.0%
|
Shares |
Defined |
2025-02-11 |
| 2024-09-30 |
$23,950,920 |
469,718 |
+67.8%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$13,154,501 |
279,883 |
+22.2%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$10,337,420 |
229,008 |
-15.7%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$12,477,939 |
271,673 |
+16.7%
|
Shares |
Defined |
2024-05-14 |
| 2023-09-30 |
$8,495,337 |
232,749 |
-10.7%
|
Shares |
Defined |
2024-05-15 |
| 2023-06-30 |
$9,830,057 |
260,606 |
-43.1%
|
Shares |
Defined |
2024-05-14 |
| 2023-03-31 |
$17,216,915 |
457,775 |
-38.3%
|
Shares |
Defined |
2024-05-14 |
| 2022-12-31 |
$33,621,195 |
741,535 |
+126.2%
|
Shares |
Defined |
2024-05-14 |
| 2022-09-30 |
$15,234,000 |
327,895 |
-9.7%
|
Shares |
Defined |
2024-05-14 |
| 2022-06-30 |
$14,557,760 |
363,127 |
+82.4%
|
Shares |
Defined |
2024-05-14 |
| 2022-03-31 |
$9,279,569 |
199,047 |
-45.2%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$18,210,550 |
363,339 |
+41.9%
|
Shares |
Defined |
2022-02-17 |
| 2021-09-30 |
$13,137,874 |
256,049 |
+92.0%
|
Shares |
Defined |
2022-01-20 |
| 2021-06-30 |
$6,212,496 |
133,344 |
+51.5%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$4,383,362 |
88,037 |
-9.9%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$4,387,064 |
97,751 |
-84.9%
|
Shares |
Defined |
2021-02-12 |
| 2020-09-30 |
$17,491,798 |
648,565 |
-3.1%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$19,213,875 |
669,473 |
-3.2%
|
Shares |
Defined |
2020-08-12 |
| 2020-03-31 |
$17,240,179 |
691,821 |
—
|
Shares |
Defined |
2020-05-15 |
