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WSFS Financial Corporation shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in WSFS Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including WSFS Financial Corporation held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WSFS Financial Corporation by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $924k 14k 65.46
2018-03-31 $14k 14k 1.03
2017-12-31 $13k 243 53.50

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View all positions for Summit Trail Advisors

Top funds holding WSFS Financial Corporation

BlackRock
Vanguard Group
Dimensional Fund Advisors
Vanguard Portfolio Management
State Street Corporation
Franklin Resources
Vanguard Capital Management
Nomura Asset Management International
Geode Capital Management
Invesco
T. Rowe Price Investment Management
Pzena Investment Management
Frontier Capital Management
Cooke & Bieler
Brown Advisory Holdings Incorporated

View all funds holding WSFS Financial Corporation