WSFS Financial Corporation shares owned by Creative Planning
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.6M | 30k | 55.24 |
| 2025-09-30 | $235k | 4.4k | 53.93 |
| 2025-03-31 | $221k | 4.3k | 51.87 |
| 2023-09-30 | $2.6k | 72 | 36.50 |
| 2019-12-31 | $203k | 4.6k | 44.02 |
| 2019-09-30 | $203k | 4.6k | 44.02 |
| 2018-09-30 | $203k | 4.3k | 47.07 |
| 2018-06-30 | $230k | 4.3k | 53.33 |
| 2018-03-31 | $207k | 4.3k | 47.99 |
| 2017-06-30 | $34k | 753 | 45.15 |
| 2017-03-31 | $41k | 901 | 45.50 |
| 2016-12-31 | $35k | 753 | 46.48 |
| 2016-09-30 | $27k | 753 | 35.86 |
| 2016-06-30 | $24k | 753 | 31.87 |
| 2016-03-31 | $24k | 753 | 31.87 |
| 2015-12-31 | $24k | 753 | 31.87 |
| 2015-09-30 | $22k | 753 | 29.22 |