WSFS Financial Corporation shares owned by Modera Wealth Management
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 10k | 53.93 |
| 2025-06-30 | $958k | 17k | 55.00 |
| 2025-03-31 | $946k | 18k | 51.87 |
| 2024-12-31 | $970k | 18k | 53.13 |
| 2024-09-30 | $1.7M | 33k | 50.99 |
| 2024-06-30 | $1.6M | 35k | 47.00 |
| 2024-03-31 | $3.0M | 66k | 45.14 |
| 2023-12-31 | $3.0M | 66k | 45.93 |
| 2023-09-30 | $2.4M | 66k | 36.50 |
| 2023-06-30 | $2.5M | 66k | 37.72 |
| 2023-03-31 | $2.5M | 66k | 37.61 |
| 2022-12-31 | $3.0M | 66k | 45.34 |
| 2022-09-30 | $3.5M | 76k | 46.46 |
| 2022-06-30 | $3.8M | 96k | 40.09 |
| 2022-03-31 | $5.4M | 115k | 46.62 |
| 2021-12-31 | $621k | 12k | 50.09 |
| 2021-09-30 | $574k | 11k | 51.33 |
| 2021-06-30 | $521k | 11k | 46.59 |
| 2021-03-31 | $557k | 11k | 49.81 |
| 2020-12-31 | $502k | 11k | 44.89 |