ENVESTNET ASSET MANAGEMENT INC
Holdings in WSFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,342,049 | 114,809 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $6,814,486 | 126,358 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $7,183,000 | 130,600 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $9,384,994 | 180,933 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $9,508,251 | 178,962 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $9,092,230 | 178,314 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $8,244,458 | 175,414 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $7,931,549 | 175,710 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $8,013,131 | 174,464 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $6,416,079 | 175,783 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,476,124 | 92,156 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $3,388,209 | 90,088 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $3,889,582 | 85,787 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $3,861,894 | 83,123 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $3,096,591 | 77,241 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $3,688,294 | 79,114 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $265,134 | 5,290 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $234,281 | 4,566 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $218,786 | 4,696 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $411,315 | 8,261 | Shares | Sole | 2021-05-04 |