Kaizen Advisory »

WSFS Financial Corporation shares owned by Kaizen Advisory

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Kaizen Advisory from 13F filings

Historical chart of Kaizen Advisory investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including WSFS Financial Corporation held by Kaizen Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WSFS Financial Corporation by Kaizen Advisory

Quarter filed Position value Share count Share price at filing
2018-12-31 $655k 17k 37.93
2018-09-30 $968k 21k 47.13

More positions owned by Kaizen Advisory

Spdr S&p 500 Etf (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
MasterCard Incorporated (MA)
Comcast Corporation (CMCSA)
Adobe Systems Incorporated (ADBE)
Berkshire Hathaway (BRK.B)
Costco Wholesale Corporation (COST)
Booking Holdings (BKNG)
Federated Investors (FHI)
Texas Instruments Incorporated (TXN)
NutriSystem
Intuit (INTU)
Johnson & Johnson (JNJ)

View all positions for Kaizen Advisory

Top funds holding WSFS Financial Corporation

Vanguard Group
Dimensional Fund Advisors
Franklin Resources
Alliancebernstein
Cooke & Bieler
Pzena Investment Management
Bank of America Corporation
Brown Advisory Holdings Incorporated
Palisade Capital Management
Norges Bank Investment Management
Charles Schwab Investment Management
Bank of New York Mellon
Jennison Associates
Jpmorgan Chase & Co
Principal Financial Group

View all funds holding WSFS Financial Corporation