Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$3,142,879 |
56,895 |
-62.9%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$8,263,909 |
153,234 |
+2749.3%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$295,790 |
5,378 |
-17.3%
|
Shares |
Defined |
2025-08-14 |
| 2025-06-30 |
$357,500 |
6,500 |
+441.7%
|
Shares |
Defined |
2025-08-14 |
| 2024-12-31 |
$63,756 |
1,200 |
-70.7%
|
Shares |
Defined |
2025-02-14 |
| 2024-12-31 |
$217,833 |
4,100 |
+2.5%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$203,960 |
4,000 |
-11.1%
|
Shares |
Defined |
2024-11-14 |
| 2024-09-30 |
$229,455 |
4,500 |
-33.8%
|
Shares |
Defined |
2024-11-14 |
| 2024-03-31 |
$306,952 |
6,800 |
+1600.0%
|
Shares |
Defined |
2024-05-15 |
| 2024-03-31 |
$18,056 |
400 |
-58.4%
|
Shares |
Defined |
2024-05-15 |
| 2024-03-31 |
$43,379 |
961 |
-70.9%
|
Shares |
Defined |
2024-05-15 |
| 2023-12-31 |
$151,569 |
3,300 |
+73.7%
|
Shares |
Defined |
2024-02-14 |
| 2023-12-31 |
$87,267 |
1,900 |
-92.2%
|
Shares |
Defined |
2024-02-14 |
| 2023-12-31 |
$1,115,134 |
24,279 |
-84.9%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$5,887,012 |
161,288 |
+2271.9%
|
Shares |
Defined |
2023-11-14 |
| 2023-09-30 |
$248,200 |
6,800 |
+2166.7%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$11,316 |
300 |
-99.3%
|
Shares |
Defined |
2023-08-14 |
| 2023-06-30 |
$1,555,081 |
41,227 |
+737.6%
|
Shares |
Defined |
2023-08-14 |
| 2023-03-31 |
$185,116 |
4,922 |
+392.2%
|
Shares |
Defined |
2023-05-15 |
| 2023-03-31 |
$37,610 |
1,000 |
+900.0%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$4,534 |
100 |
-99.8%
|
Shares |
Defined |
2023-02-14 |
| 2022-12-31 |
$2,380,939 |
52,513 |
+2817.4%
|
Shares |
Defined |
2023-02-14 |
| 2022-12-31 |
$81,612 |
1,800 |
-73.1%
|
Shares |
Defined |
2023-02-14 |
| 2022-03-31 |
$311,887 |
6,690 |
+3.0%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$325,529 |
6,495 |
-85.8%
|
Shares |
Defined |
2022-02-14 |
| 2021-06-30 |
$2,128,044 |
45,676 |
+648.8%
|
Shares |
Defined |
2021-08-16 |
| 2021-06-30 |
$284,199 |
6,100 |
-89.6%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$2,909,827 |
58,442 |
+173.0%
|
Shares |
Defined |
2021-05-21 |
| 2020-12-31 |
$960,835 |
21,409 |
+50.2%
|
Shares |
Defined |
2021-02-16 |
| 2020-09-30 |
$384,484 |
14,256 |
-50.8%
|
Shares |
Defined |
2020-11-16 |
| 2020-06-30 |
$831,668 |
28,978 |
+133.6%
|
Shares |
Defined |
2020-08-14 |
| 2020-03-31 |
$309,132 |
12,405 |
—
|
Shares |
Defined |
2020-05-15 |
