Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$4,655,627 |
84,280 |
-5.4%
|
Shares |
Defined |
2026-02-13 |
| 2025-09-30 |
$4,804,677 |
89,091 |
+50.1%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$3,263,480 |
59,336 |
+3.1%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$2,985,170 |
57,551 |
-3.8%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$3,178,821 |
59,831 |
-32.5%
|
Shares |
Defined |
2025-02-11 |
| 2024-09-30 |
$4,521,844 |
88,681 |
-3.3%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$4,309,242 |
91,686 |
-2.5%
|
Shares |
Defined |
2024-08-13 |
| 2024-03-31 |
$4,246,590 |
94,076 |
+6.0%
|
Shares |
Defined |
2024-05-14 |
| 2023-12-31 |
$4,075,185 |
88,726 |
—
|
Shares |
Defined |
2024-02-13 |
