Edgestream Partners’s WSFS Financial WSFS Stock Holding History

Edgestream Partners’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.83M	Buy
2024 Q4	–	Sell
2024 Q3	$2.29M	Buy
2024 Q1	–	Sell
2023 Q4	$263K	Sell
2023 Q3	$631K	Buy