WSFS Financial Corporation shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in WSFS Financial Corporation
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Quarterly reported holdings in WSFS Financial Corporation by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $334k | 6.2k | 53.93 |
| 2025-06-30 | $340k | 6.2k | 55.00 |
| 2025-03-31 | $321k | 6.2k | 51.87 |
| 2024-12-31 | $329k | 6.2k | 53.13 |
| 2024-09-30 | $315k | 6.2k | 50.99 |
| 2024-06-30 | $292k | 6.2k | 47.00 |
| 2024-03-31 | $284k | 6.3k | 45.14 |
| 2023-12-31 | $305k | 6.6k | 45.93 |
| 2023-09-30 | $223k | 6.1k | 36.50 |
| 2023-06-30 | $231k | 6.1k | 37.72 |
| 2023-03-31 | $418k | 11k | 37.61 |
| 2022-12-31 | $504k | 11k | 45.34 |
| 2022-09-30 | $516k | 11k | 46.42 |
| 2022-06-30 | $446k | 11k | 40.13 |
| 2022-03-31 | $285k | 6.1k | 46.61 |
| 2021-12-31 | $306k | 6.1k | 50.04 |
| 2021-09-30 | $308k | 6.0k | 51.33 |
| 2021-06-30 | $280k | 6.0k | 46.67 |
| 2021-03-31 | $299k | 6.0k | 49.83 |
| 2020-12-31 | $269k | 6.0k | 44.83 |
| 2019-12-31 | $264k | 6.0k | 44.00 |
| 2019-09-30 | $265k | 6.0k | 44.17 |
| 2019-06-30 | $248k | 6.0k | 41.33 |
| 2019-03-31 | $232k | 6.0k | 38.67 |
| 2018-12-31 | $227k | 6.0k | 37.83 |
| 2018-09-30 | $283k | 6.0k | 47.17 |
| 2018-06-30 | $320k | 6.0k | 53.33 |
| 2018-03-31 | $287k | 6.0k | 47.83 |
| 2017-12-31 | $287k | 6.0k | 47.83 |
| 2017-09-30 | $293k | 6.0k | 48.83 |
| 2017-06-30 | $272k | 6.0k | 45.33 |
| 2017-03-31 | $276k | 6.0k | 46.00 |
| 2016-12-31 | $278k | 6.0k | 46.33 |
| 2016-09-30 | $219k | 6.0k | 36.50 |