Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,803,706 |
50,755 |
+1092.8%
|
Shares |
Sole |
2026-02-17 |
| 2025-09-30 |
$229,472 |
4,255 |
-32.5%
|
Shares |
Sole |
2025-11-14 |
| 2021-12-31 |
$315,756 |
6,300 |
-17.1%
|
Shares |
Sole |
2022-02-14 |
| 2021-09-30 |
$389,956 |
7,600 |
-58.4%
|
Shares |
Sole |
2021-11-15 |
| 2020-12-31 |
$820,630 |
18,285 |
-26.0%
|
Shares |
Sole |
2021-02-16 |
| 2020-09-30 |
$666,482 |
24,712 |
-16.3%
|
Shares |
Sole |
2020-11-16 |
| 2020-06-30 |
$847,367 |
29,525 |
-6.0%
|
Shares |
Sole |
2020-09-15 |
| 2020-03-31 |
$783,111 |
31,425 |
—
|
Shares |
Sole |
2020-05-15 |
