Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,362,120 |
151,378 |
-7.9%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$8,865,175 |
164,383 |
-2.4%
|
Shares |
Sole |
2025-11-06 |
| 2025-06-30 |
$9,266,620 |
168,484 |
-0.0%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$8,740,717 |
168,512 |
-4.8%
|
Shares |
Sole |
2025-05-29 |
| 2024-12-31 |
$9,399,918 |
176,923 |
-0.8%
|
Shares |
Sole |
2025-05-29 |
| 2024-09-30 |
$9,096,819 |
178,404 |
-5.2%
|
Shares |
Sole |
2024-11-12 |
| 2024-06-30 |
$8,848,079 |
188,257 |
-1.4%
|
Shares |
Sole |
2024-08-01 |
| 2024-03-31 |
$8,614,969 |
190,850 |
-0.7%
|
Shares |
Sole |
2024-05-09 |
| 2023-12-31 |
$8,826,459 |
192,172 |
-4.0%
|
Shares |
Sole |
2024-02-08 |
| 2023-09-30 |
$7,302,993 |
200,082 |
-0.5%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$7,588,622 |
201,183 |
-1.7%
|
Shares |
Sole |
2023-08-08 |
| 2023-03-31 |
$7,700,572 |
204,748 |
+5.4%
|
Shares |
Sole |
2023-05-11 |
| 2022-12-31 |
$8,810,604 |
194,323 |
+0.4%
|
Shares |
Sole |
2023-02-14 |
| 2022-09-30 |
$8,993,262 |
193,570 |
+2.3%
|
Shares |
Sole |
2022-11-10 |
| 2022-06-30 |
$7,585,388 |
189,209 |
+4.3%
|
Shares |
Sole |
2022-08-11 |
| 2022-03-31 |
$8,456,075 |
181,383 |
+18.3%
|
Shares |
Sole |
2022-05-12 |
| 2021-12-31 |
$7,685,801 |
153,348 |
+14.4%
|
Shares |
Sole |
2022-02-10 |
| 2021-09-30 |
$6,879,234 |
134,072 |
-12.0%
|
Shares |
Sole |
2021-11-12 |
| 2021-06-30 |
$7,100,222 |
152,398 |
-4.5%
|
Shares |
Sole |
2021-08-05 |
| 2021-03-31 |
$7,946,782 |
159,606 |
+92.3%
|
Shares |
Sole |
2021-05-06 |
| 2020-12-31 |
$3,724,142 |
82,980 |
+4.7%
|
Shares |
Sole |
2021-02-10 |
| 2020-09-30 |
$2,137,669 |
79,261 |
-14.5%
|
Shares |
Sole |
2020-11-12 |
| 2020-06-30 |
$2,661,838 |
92,747 |
-0.8%
|
Shares |
Sole |
2020-08-13 |
| 2020-03-31 |
$2,329,496 |
93,479 |
—
|
Shares |
Sole |
2020-05-06 |
