Brandywine Global Investment Management’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
87,139
-3,300
| -4% | -$182K | 0.03% | 379 |
|
|
2025
Q1 | $4.69M | Sell |
90,439
-3,510
| -4% | -$182K | 0.03% | 374 |
|
|
2024
Q4 | $4.99M | Sell |
93,949
-4,114
| -4% | -$219K | 0.04% | 361 |
|
|
2024
Q3 | $5.03M | Sell |
98,063
-2,600
| -3% | -$133K | 0.03% | 409 |
|
|
2024
Q2 | $4.73M | Sell |
100,663
-4,705
| -4% | -$221K | 0.04% | 411 |
|
|
2024
Q1 | $4.76M | Sell |
105,368
-701
| -0.7% | -$31.6K | 0.03% | 412 |
|
|
2023
Q4 | $4.87M | Sell |
106,069
-10,921
| -9% | -$502K | 0.04% | 397 |
|
|
2023
Q3 | $4.27M | Sell |
116,990
-1,822
| -2% | -$66.5K | 0.04% | 399 |
|
|
2023
Q2 | $4.48M | Buy |
118,812
+43,797
| +58% | +$1.65M | 0.04% | 400 |
|
|
2023
Q1 | $2.82M | Sell |
75,015
-87
| -0.1% | -$3.27K | 0.02% | 498 |
|
|
2022
Q4 | $3.41M | Sell |
75,102
-2,409
| -3% | -$109K | 0.03% | 466 |
|
|
2022
Q3 | $3.6M | Sell |
77,511
-3,531
| -4% | -$164K | 0.03% | 417 |
|
|
2022
Q2 | $3.25M | Sell |
81,042
-4,559
| -5% | -$183K | 0.03% | 445 |
|
|
2022
Q1 | $3.99M | Buy |
85,601
+9,235
| +12% | +$431K | 0.03% | 433 |
|
|
2021
Q4 | $3.83M | Hold |
76,366
| – | – | 0.03% | 449 |
|
|
2021
Q3 | $3.92M | Sell |
76,366
-7,635
| -9% | -$392K | 0.03% | 442 |
|
|
2021
Q2 | $3.91M | Sell |
84,001
-1,926
| -2% | -$89.7K | 0.03% | 451 |
|
|
2021
Q1 | $4.28M | Buy |
85,927
+65,355
| +318% | +$3.25M | 0.03% | 435 |
|
|
2020
Q4 | $923K | Buy |
+20,572
| New | +$923K | 0.01% | 528 |
|
|
2015
Q4 | – | Sell |
-10,680
| Closed | -$308K | – | 1004 |
|
|
2015
Q3 | $308K | Hold |
10,680
| – | – | ﹤0.01% | 655 |
|
|
2015
Q2 | $293K | Hold |
10,680
| – | – | ﹤0.01% | 679 |
|
|
2015
Q1 | $270K | Hold |
10,680
| – | – | ﹤0.01% | 687 |
|
|
2014
Q4 | $274K | Hold |
10,680
| – | – | ﹤0.01% | 701 |
|
|
2014
Q3 | $255K | Sell |
10,680
-90
| -0.8% | -$2.15K | ﹤0.01% | 666 |
|
|
2014
Q2 | $265K | Sell |
10,770
-6,000
| -36% | -$148K | ﹤0.01% | 670 |
|
|
2014
Q1 | $400K | Sell |
16,770
-300
| -2% | -$7.16K | ﹤0.01% | 646 |
|
|
2013
Q4 | $442K | Sell |
17,070
-6,000
| -26% | -$155K | ﹤0.01% | 637 |
|
|
2013
Q3 | $464K | Hold |
23,070
| – | – | ﹤0.01% | 656 |
|
|
2013
Q2 | $403K | Buy |
+23,070
| New | +$403K | ﹤0.01% | 650 |
|