Holdings in WSFS
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,784,030 |
32,296 |
-5.8%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$1,848,774 |
34,281 |
-6.2%
|
Shares |
Defined |
2025-11-13 |
| 2025-06-30 |
$2,009,700 |
36,540 |
-18.4%
|
Shares |
Sole |
2025-08-12 |
| 2025-03-31 |
$2,321,544 |
44,757 |
+7.8%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$2,206,541 |
41,531 |
+27.2%
|
Shares |
Sole |
2025-02-14 |
| 2024-09-30 |
$1,664,721 |
32,648 |
+6.1%
|
Shares |
Sole |
2024-11-07 |
| 2024-06-30 |
$1,445,908 |
30,764 |
+16.0%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$1,197,653 |
26,532 |
+86.0%
|
Shares |
Defined |
2024-05-13 |
| 2023-12-31 |
$655,007 |
14,261 |
—
|
Shares |
Sole |
2024-02-14 |
