WSFS Financial Corporation shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in WSFS Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including WSFS Financial Corporation held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WSFS Financial Corporation by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 21k | 55.00 |
| 2025-03-31 | $1.6M | 32k | 51.87 |
| 2024-12-31 | $1.7M | 32k | 53.13 |
| 2024-09-30 | $1.6M | 31k | 50.99 |
| 2024-06-30 | $1.5M | 31k | 47.00 |
More positions owned by H D Vest Advisory Services
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