Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,195,680 |
148,365 |
-5.5%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$8,469,166 |
157,040 |
-33.3%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$12,957,120 |
235,584 |
+58.5%
|
Shares |
Defined |
2025-08-15 |
| 2025-03-31 |
$7,707,933 |
148,601 |
+603.1%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$1,122,849 |
21,134 |
-94.0%
|
Shares |
Defined |
2025-05-15 |
| 2024-09-30 |
$17,872,605 |
350,512 |
+1374.4%
|
Shares |
Defined |
2025-05-14 |
| 2024-06-30 |
$1,117,331 |
23,773 |
-8.7%
|
Shares |
Defined |
2025-05-14 |
| 2024-03-31 |
$1,174,949 |
26,029 |
-92.5%
|
Shares |
Defined |
2024-10-17 |
| 2023-12-31 |
$16,034,254 |
349,102 |
-1.3%
|
Shares |
Defined |
2024-08-16 |
| 2023-09-30 |
$12,907,090 |
353,619 |
+7.7%
|
Shares |
Defined |
2023-11-15 |
| 2023-06-30 |
$12,386,528 |
328,381 |
-14.9%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$14,517,831 |
386,010 |
-5.0%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$18,420,686 |
406,279 |
+12.5%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$16,776,887 |
361,104 |
-0.7%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$14,583,495 |
363,769 |
+21.8%
|
Shares |
Defined |
2022-10-27 |
| 2022-03-31 |
$13,925,299 |
298,698 |
+9.4%
|
Shares |
Defined |
2022-10-27 |
| 2021-12-31 |
$13,679,351 |
272,932 |
+20.8%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$11,593,289 |
225,946 |
+15.4%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$9,121,064 |
195,773 |
+61.2%
|
Shares |
Defined |
2021-08-23 |
| 2021-03-31 |
$6,048,439 |
121,479 |
+120.5%
|
Shares |
Defined |
2021-05-17 |
| 2020-12-31 |
$2,472,304 |
55,087 |
+141.4%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$615,374 |
22,817 |
-39.3%
|
Shares |
Defined |
2020-11-13 |
| 2020-06-30 |
$1,078,144 |
37,566 |
-10.8%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$1,049,281 |
42,106 |
—
|
Shares |
Defined |
2020-05-26 |
