Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$11,862,954 |
214,753 |
+31.3%
|
Shares |
Defined |
2026-01-29 |
| 2025-09-30 |
$8,818,577 |
163,519 |
+16.9%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$7,691,255 |
139,841 |
+34.7%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$5,385,193 |
103,821 |
+23.4%
|
Shares |
Defined |
2025-05-13 |
| 2024-12-31 |
$4,470,623 |
84,145 |
+74.0%
|
Shares |
Defined |
2025-02-14 |
| 2024-09-30 |
$2,465,569 |
48,354 |
+15.2%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$1,972,355 |
41,965 |
-18.5%
|
Shares |
Defined |
2024-08-14 |
| 2024-03-31 |
$2,325,295 |
51,513 |
+2.5%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$2,308,715 |
50,266 |
+246.3%
|
Shares |
Defined |
2024-02-09 |
| 2023-09-30 |
$529,760 |
14,514 |
-61.4%
|
Shares |
Defined |
2023-11-09 |
| 2023-06-30 |
$1,419,666 |
37,637 |
-3.0%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$1,459,793 |
38,814 |
+29.7%
|
Shares |
Defined |
2023-05-12 |
| 2022-12-31 |
$1,357,252 |
29,935 |
+418.0%
|
Shares |
Defined |
2023-02-08 |
| 2022-09-30 |
$268,491 |
5,779 |
+35.5%
|
Shares |
Defined |
2022-11-10 |
| 2022-06-30 |
$171,023 |
4,266 |
-78.7%
|
Shares |
Defined |
2022-08-10 |
| 2022-03-31 |
$933,844 |
20,031 |
-29.3%
|
Shares |
Defined |
2022-05-16 |
| 2021-12-31 |
$1,420,851 |
28,349 |
+331.2%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$337,311 |
6,574 |
-40.0%
|
Shares |
Defined |
2021-11-15 |
| 2021-06-30 |
$510,440 |
10,956 |
-56.4%
|
Shares |
Defined |
2021-08-13 |
| 2021-03-31 |
$1,250,276 |
25,111 |
+61.4%
|
Shares |
Defined |
2021-05-12 |
| 2020-12-31 |
$698,108 |
15,555 |
+86.8%
|
Shares |
Defined |
2021-02-11 |
| 2020-09-30 |
$224,633 |
8,329 |
-65.6%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$695,802 |
24,244 |
+429.3%
|
Shares |
Defined |
2020-07-31 |
| 2020-03-31 |
$114,133 |
4,580 |
—
|
Shares |
Defined |
2020-05-01 |
