Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,347,221 |
78,697 |
-12.2%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$4,835,848 |
89,669 |
+46.5%
|
Shares |
Defined |
2025-10-28 |
| 2025-06-30 |
$3,365,890 |
61,198 |
-3.4%
|
Shares |
Defined |
2025-07-28 |
| 2025-03-31 |
$3,287,053 |
63,371 |
+7.2%
|
Shares |
Defined |
2025-05-08 |
| 2024-12-31 |
$3,141,895 |
59,136 |
+2.7%
|
Shares |
Defined |
2025-01-28 |
| 2024-09-30 |
$2,934,882 |
57,558 |
+18.0%
|
Shares |
Defined |
2024-11-25 |
| 2024-06-30 |
$2,293,365 |
48,795 |
-7.6%
|
Shares |
Sole |
2024-08-08 |
| 2024-03-31 |
$2,383,165 |
52,795 |
-5.5%
|
Shares |
Sole |
2024-05-15 |
| 2023-09-30 |
$2,039,072 |
55,865 |
-8.9%
|
Shares |
Sole |
2023-11-15 |
| 2023-06-30 |
$2,312,084 |
61,296 |
-17.5%
|
Shares |
Sole |
2023-08-11 |
| 2023-03-31 |
$2,793,519 |
74,276 |
-3.9%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$3,505,687 |
77,320 |
-1.5%
|
Shares |
Sole |
2023-02-13 |
| 2022-09-30 |
$3,646,644 |
78,490 |
-3.9%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$3,274,551 |
81,680 |
+6.7%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$3,568,014 |
76,534 |
—
|
Shares |
Sole |
2022-05-16 |
