EP
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Essential Partners’s WSFS Financial WSFS Stock Holding History

Essential 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
2026
Q1 		$45.4K Hold
694
– – 0.02% 624
2025
Q4 		$38.3K Buy
694
+263
+61% +$14.4K 0.01% 686
2025
Q3 		$23.2K Buy
431
+427
+10,675% +$24.1K 0.01% 841
2025
Q2 		$220 Buy
+4
New +$208 ﹤0.01% 1922

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VCM
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NAMI
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Geode Capital Management
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JP Morgan Chase
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Invesco
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