Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$5,021,868 |
90,910 |
+3.3%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$4,745,570 |
87,995 |
-13.1%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$5,566,770 |
101,214 |
-5.2%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$5,535,307 |
106,715 |
-6.6%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$6,069,199 |
114,233 |
+18.7%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$4,906,053 |
96,216 |
-11.0%
|
Shares |
Sole |
2024-11-13 |
| 2024-06-30 |
$5,082,157 |
108,131 |
-4.1%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$5,089,173 |
112,742 |
-0.4%
|
Shares |
Sole |
2024-05-13 |
| 2023-12-31 |
$5,198,035 |
113,173 |
+19.6%
|
Shares |
Sole |
2024-02-13 |
| 2023-09-30 |
$3,454,798 |
94,652 |
-29.6%
|
Shares |
Sole |
2023-11-13 |
| 2023-06-30 |
$5,071,491 |
134,451 |
+66.8%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$3,032,419 |
80,628 |
+31.8%
|
Shares |
Sole |
2023-05-15 |
| 2022-12-31 |
$2,773,765 |
61,177 |
-35.3%
|
Shares |
Sole |
2023-02-09 |
| 2022-09-30 |
$4,392,746 |
94,549 |
-7.8%
|
Shares |
Sole |
2022-11-14 |
| 2022-06-30 |
$4,112,392 |
102,579 |
-10.5%
|
Shares |
Sole |
2022-08-12 |
| 2022-03-31 |
$5,341,253 |
114,570 |
+23.0%
|
Shares |
Sole |
2022-05-13 |
| 2021-12-31 |
$4,667,926 |
93,135 |
-0.7%
|
Shares |
Sole |
2022-02-08 |
| 2021-09-30 |
$4,813,750 |
93,817 |
+6.5%
|
Shares |
Sole |
2021-11-15 |
| 2021-06-30 |
$4,105,510 |
88,120 |
+25.2%
|
Shares |
Sole |
2021-10-12 |
| 2021-03-31 |
$3,503,871 |
70,373 |
-47.4%
|
Shares |
Sole |
2021-05-14 |
| 2020-12-31 |
$6,006,963 |
133,845 |
+1.1%
|
Shares |
Sole |
2021-02-02 |
| 2020-09-30 |
$3,570,666 |
132,394 |
+177.9%
|
Shares |
Sole |
2020-11-05 |
| 2020-06-30 |
$1,367,181 |
47,637 |
+5.9%
|
Shares |
Sole |
2020-07-22 |
| 2020-03-31 |
$1,120,453 |
44,962 |
—
|
Shares |
Sole |
2020-05-06 |
