WSFS Financial Corporation shares owned by Private Advisor
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 25k | 53.93 |
| 2025-06-30 | $1.4M | 25k | 55.00 |
| 2025-03-31 | $1.3M | 26k | 51.87 |
| 2024-12-31 | $1.4M | 26k | 53.13 |
| 2024-09-30 | $1.5M | 29k | 50.99 |
| 2024-06-30 | $1.4M | 29k | 47.00 |
| 2024-03-31 | $1.3M | 29k | 45.14 |
| 2023-12-31 | $1.3M | 29k | 45.93 |
| 2023-09-30 | $965k | 26k | 36.50 |
| 2023-06-30 | $997k | 26k | 37.72 |
| 2023-03-31 | $1.2M | 33k | 37.61 |
| 2022-12-31 | $297k | 33k | 9.01 |
| 2022-09-30 | $1.5M | 32k | 46.47 |
| 2022-06-30 | $1.3M | 32k | 40.09 |
| 2022-03-31 | $1.3M | 28k | 46.63 |
| 2020-06-30 | $121k | 4.2k | 28.66 |
| 2016-12-31 | $331k | 7.2k | 46.10 |