Aberdeen Group’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.6M | Buy |
391,077
+7,865
| +2% | +$496K | 0.04% | 346 |
|
|
2025
Q4 | $21.2M | Sell |
383,212
-18,517
| -5% | -$1.01M | 0.03% | 408 |
|
|
2025
Q3 | $21.7M | Sell |
401,729
-39,207
| -9% | -$2.21M | 0.03% | 406 |
|
|
2025
Q2 | $24.3M | Sell |
440,936
-83,905
| -16% | -$4.36M | 0.04% | 354 |
|
|
2025
Q1 | $27.2M | Buy |
524,841
+13,549
| +3% | +$730K | 0.05% | 309 |
|
|
2024
Q4 | $27.2M | Sell |
511,292
-109,516
| -18% | -$5.96M | 0.05% | 309 |
|
|
2024
Q3 | $31.7M | Buy |
620,808
+6,380
| +1% | +$331K | 0.06% | 290 |
|
|
2024
Q2 | $28.9M | Sell |
614,428
-25,602
| -4% | -$1.13M | 0.06% | 299 |
|
|
2024
Q1 | $28.9M | Buy |
+640,030
| New | +$27.9M | 0.06% | 319 |
|
|
2020
Q2 | – | Sell |
-637,200
| Closed | -$15.9M | – | 943 |
|
|
2020
Q1 | $15.9M | Sell |
637,200
-3,999
| -0.6% | -$145K | 0.05% | 309 |
|
|
2019
Q4 | $28.2M | Buy |
641,199
+37,704
| +6% | +$1.65M | 0.07% | 262 |
|
|
2019
Q3 | $26.6M | Sell |
603,495
-208,297
| -26% | -$8.76M | 0.07% | 261 |
|
|
2019
Q2 | $33.5M | Sell |
811,792
-148,239
| -15% | -$6.15M | 0.07% | 256 |
|
|
2019
Q1 | $37.1M | Sell |
960,031
-262,240
| -21% | -$10.9M | 0.08% | 228 |
|
|
2018
Q4 | $45.6M | Sell |
1,222,271
-268,540
| -18% | -$11.3M | 0.11% | 163 |
|
|
2018
Q3 | $70.3M | Buy |
1,490,811
+81,474
| +6% | +$4.19M | 0.13% | 149 |
|
|
2018
Q2 | $75.2M | Buy |
1,409,337
+79,039
| +6% | +$4.1M | 0.14% | 135 |
|
|
2018
Q1 | $63.7M | Sell |
1,330,298
-167,059
| -11% | -$8.26M | 0.13% | 162 |
|
|
2017
Q4 | $71.6M | Buy |
1,497,357
+57,519
| +4% | +$2.84M | 0.14% | 142 |
|
|
2017
Q3 | $70.2M | Buy |
+1,439,838
| New | +$65M | 0.13% | 151 |
|
Other funds holding WSFS
VPM
VCM
NAMI
