Planning Directions »

WSFS Financial Corporation shares owned by Planning Directions

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

Historical chart of Planning Directions investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including WSFS Financial Corporation held by Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2025-09-30 $333k 6.2k 53.93
2025-06-30 $339k 6.2k 55.00

More positions owned by Planning Directions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Cap Val Etf (MGV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
NVIDIA Corporation (NVDA)

View all positions for Planning Directions

Top funds holding WSFS Financial Corporation

BlackRock
Vanguard Group
Macquarie Group
Dimensional Fund Advisors
State Street Corporation
Franklin Resources
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Investment Management
Champlain Investment Partners
Cooke & Bieler
Invesco
Pzena Investment Management
Brown Advisory Holdings Incorporated
Frontier Capital Management

View all funds holding WSFS Financial Corporation