Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$7,233,676 |
130,950 |
-30.1%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$10,101,139 |
187,301 |
-8.0%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$11,201,080 |
203,656 |
-8.7%
|
Shares |
Defined |
2025-11-21 |
| 2025-03-31 |
$11,569,705 |
223,052 |
+1.0%
|
Shares |
Defined |
2025-11-21 |
| 2024-12-31 |
$11,731,898 |
220,815 |
+301.2%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,806,488 |
55,040 |
-38.0%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$4,172,378 |
88,774 |
-5.3%
|
Shares |
Defined |
2024-11-06 |
| 2024-03-31 |
$4,233,137 |
93,778 |
-19.6%
|
Shares |
Defined |
2024-11-05 |
| 2023-12-31 |
$5,354,654 |
116,583 |
+529822.7%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$803 |
22 |
-100.0%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$2,775,359 |
73,578 |
-2.7%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$2,842,788 |
75,586 |
+6.4%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$3,220,180 |
71,023 |
+27.0%
|
Shares |
Defined |
2023-02-14 |
| 2022-09-30 |
$2,598,644 |
55,933 |
-16.4%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$2,680,856 |
66,871 |
+17.2%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$2,660,554 |
57,069 |
+174.6%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$1,041,744 |
20,785 |
-20.9%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$1,348,324 |
26,278 |
-3.6%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$1,270,276 |
27,265 |
-7.3%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$1,463,975 |
29,403 |
-37.9%
|
Shares |
Defined |
2021-07-20 |
| 2020-12-31 |
$2,126,504 |
47,382 |
-39.9%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$2,125,262 |
78,801 |
-26.2%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$3,063,294 |
106,735 |
+53.3%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$1,735,329 |
69,636 |
—
|
Shares |
Defined |
2020-06-16 |
