Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,586,556 |
46,824 |
+4.5%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$2,416,224 |
44,803 |
-24.7%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$3,271,675 |
59,485 |
-11.1%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$3,469,064 |
66,880 |
+29.2%
|
Shares |
Defined |
2025-05-09 |
| 2024-12-31 |
$2,749,318 |
51,747 |
+49.6%
|
Shares |
Defined |
2025-06-30 |
| 2024-09-30 |
$1,763,336 |
34,582 |
+28.3%
|
Shares |
Defined |
2025-06-26 |
| 2024-06-30 |
$1,266,932 |
26,956 |
-10.5%
|
Shares |
Defined |
2025-06-12 |
| 2024-03-31 |
$1,360,248 |
30,134 |
-42.2%
|
Shares |
Defined |
2025-06-02 |
| 2023-12-31 |
$2,394,054 |
52,124 |
+74.8%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$1,088,649 |
29,826 |
-31.6%
|
Shares |
Defined |
2023-11-24 |
| 2023-06-30 |
$1,644,478 |
43,597 |
-78.1%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$7,487,924 |
199,094 |
+38.7%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$6,508,329 |
143,545 |
+416.9%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$1,290,333 |
27,773 |
-73.8%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$4,248,616 |
105,977 |
-36.4%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$7,773,138 |
166,734 |
+9.9%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$7,605,008 |
151,736 |
+392.1%
|
Shares |
Defined |
2022-02-16 |
| 2021-09-30 |
$1,582,143 |
30,835 |
-28.3%
|
Shares |
Defined |
2021-11-04 |
| 2021-06-30 |
$2,003,789 |
43,009 |
-3.0%
|
Shares |
Defined |
2021-08-11 |
| 2021-03-31 |
$2,208,435 |
44,355 |
-60.9%
|
Shares |
Defined |
2021-05-13 |
| 2020-12-31 |
$5,092,039 |
113,459 |
+185.7%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$1,070,951 |
39,709 |
-51.4%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$2,343,326 |
81,649 |
-13.9%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$2,363,462 |
94,842 |
—
|
Shares |
Defined |
2020-05-14 |
