Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$8,149,887 |
147,536 |
+11.3%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$7,149,230 |
132,565 |
-16.2%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$8,703,145 |
158,239 |
+34.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$6,093,271 |
117,472 |
+579.0%
|
Shares |
Defined |
2025-05-19 |
| 2024-12-31 |
$919,201 |
17,301 |
-84.8%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$5,820,710 |
114,154 |
+47.9%
|
Shares |
Defined |
2024-11-15 |
| 2024-06-30 |
$3,626,708 |
77,164 |
+237.5%
|
Shares |
Defined |
2024-08-15 |
| 2024-03-31 |
$1,031,989 |
22,862 |
-54.7%
|
Shares |
Defined |
2024-05-16 |
| 2023-12-31 |
$2,317,167 |
50,450 |
+23.0%
|
Shares |
Defined |
2024-02-15 |
| 2023-09-30 |
$1,497,266 |
41,021 |
+8.0%
|
Shares |
Defined |
2023-11-15 |
| 2023-06-30 |
$1,432,378 |
37,974 |
+233.7%
|
Shares |
Defined |
2023-08-14 |
| 2022-12-31 |
$515,969 |
11,380 |
-52.7%
|
Shares |
Defined |
2023-02-15 |
| 2022-09-30 |
$1,117,641 |
24,056 |
-53.4%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$2,067,481 |
51,571 |
+1075.3%
|
Shares |
Defined |
2022-08-16 |
| 2022-03-31 |
$204,568 |
4,388 |
-43.9%
|
Shares |
Defined |
2022-05-17 |
| 2021-12-31 |
$392,189 |
7,825 |
+14.7%
|
Shares |
Defined |
2022-02-15 |
| 2021-06-30 |
$317,883 |
6,823 |
-73.3%
|
Shares |
Defined |
2021-08-16 |
| 2021-03-31 |
$1,271,288 |
25,533 |
+80.0%
|
Shares |
Defined |
2021-05-18 |
| 2020-12-31 |
$636,622 |
14,185 |
-11.0%
|
Shares |
Defined |
2021-02-17 |
| 2020-06-30 |
$457,420 |
15,938 |
—
|
Shares |
Defined |
2020-08-17 |
