WSFS Financial Corporation shares owned by LPL Financial
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 22k | 53.93 |
| 2025-06-30 | $1.2M | 23k | 55.00 |
| 2025-03-31 | $1.1M | 21k | 51.87 |
| 2024-12-31 | $1.1M | 21k | 53.13 |
| 2024-09-30 | $1.1M | 21k | 50.99 |
| 2024-06-30 | $755k | 16k | 47.00 |
| 2024-03-31 | $684k | 15k | 45.14 |
| 2023-09-30 | $211k | 5.8k | 36.50 |
| 2023-03-31 | $520k | 14k | 37.61 |
| 2022-12-31 | $693k | 15k | 45.34 |
| 2022-09-30 | $687k | 15k | 46.44 |
| 2022-06-30 | $623k | 16k | 40.08 |
| 2022-03-31 | $701k | 15k | 46.63 |