WSFS Financial Corporation shares owned by Diversified Trust Company
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in WSFS Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including WSFS Financial Corporation held by Diversified Trust Company consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WSFS Financial Corporation by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $504k | 11k | 45.14 |
| 2023-12-31 | $362k | 7.9k | 45.93 |
| 2023-09-30 | $288k | 7.9k | 36.50 |
| 2023-06-30 | $284k | 7.5k | 37.72 |
| 2023-03-31 | $289k | 7.7k | 37.61 |
| 2022-12-31 | $348k | 7.7k | 45.35 |
| 2022-09-30 | $278k | 6.0k | 46.54 |
| 2022-06-30 | $239k | 6.0k | 40.01 |
| 2022-03-31 | $279k | 6.0k | 46.70 |