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 csvQuarterly 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 |