Mariner Wealth Advisors »

WSFS Financial Corporation shares owned by Mariner Wealth Advisors

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Mariner Wealth Advisors from 13F filings

Historical chart of Mariner Wealth Advisors investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including WSFS Financial Corporation held by Mariner Wealth Advisors 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $644k 12k 55.32
2025-09-30 $292k 5.4k 53.93
2025-06-30 $245k 4.5k 55.00
2025-03-31 $249k 4.8k 51.87
2024-12-31 $237k 4.5k 53.13
2024-09-30 $216k 4.2k 50.82
2024-03-31 $222k 4.9k 45.14
2023-12-31 $213k 4.6k 45.93