First Trust Advisors’s WSFS Financial WSFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.57M | Sell |
101,214
-5,501
| -5% | -$303K | ﹤0.01% | 1311 |
|
|
2025
Q1 | $5.54M | Sell |
106,715
-7,518
| -7% | -$390K | ﹤0.01% | 1266 |
|
|
2024
Q4 | $6.07M | Buy |
114,233
+18,017
| +19% | +$957K | 0.01% | 1252 |
|
|
2024
Q3 | $4.91M | Sell |
96,216
-11,915
| -11% | -$608K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $5.08M | Sell |
108,131
-4,611
| -4% | -$217K | 0.01% | 1265 |
|
|
2024
Q1 | $5.09M | Sell |
112,742
-431
| -0.4% | -$19.5K | 0.01% | 1276 |
|
|
2023
Q4 | $5.2M | Buy |
113,173
+18,521
| +20% | +$851K | 0.01% | 1240 |
|
|
2023
Q3 | $3.45M | Sell |
94,652
-39,799
| -30% | -$1.45M | ﹤0.01% | 1433 |
|
|
2023
Q2 | $5.07M | Buy |
134,451
+53,823
| +67% | +$2.03M | 0.01% | 1222 |
|
|
2023
Q1 | $3.03M | Buy |
80,628
+19,451
| +32% | +$732K | ﹤0.01% | 1498 |
|
|
2022
Q4 | $2.77M | Sell |
61,177
-33,372
| -35% | -$1.51M | ﹤0.01% | 1546 |
|
|
2022
Q3 | $4.39M | Sell |
94,549
-8,030
| -8% | -$373K | 0.01% | 1257 |
|
|
2022
Q2 | $4.11M | Sell |
102,579
-11,991
| -10% | -$481K | 0.01% | 1349 |
|
|
2022
Q1 | $5.34M | Buy |
114,570
+21,435
| +23% | +$999K | 0.01% | 1286 |
|
|
2021
Q4 | $4.67M | Sell |
93,135
-682
| -0.7% | -$34.2K | ﹤0.01% | 1400 |
|
|
2021
Q3 | $4.81M | Buy |
93,817
+5,697
| +6% | +$292K | 0.01% | 1336 |
|
|
2021
Q2 | $4.11M | Buy |
88,120
+17,747
| +25% | +$827K | ﹤0.01% | 1471 |
|
|
2021
Q1 | $3.5M | Sell |
70,373
-63,472
| -47% | -$3.16M | ﹤0.01% | 1459 |
|
|
2020
Q4 | $6.01M | Buy |
133,845
+1,451
| +1% | +$65.1K | 0.01% | 1021 |
|
|
2020
Q3 | $3.57M | Buy |
132,394
+84,757
| +178% | +$2.29M | 0.01% | 1097 |
|
|
2020
Q2 | $1.37M | Buy |
47,637
+2,675
| +6% | +$76.8K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $1.12M | Buy |
44,962
+5,750
| +15% | +$143K | ﹤0.01% | 1572 |
|
|
2019
Q4 | $1.73M | Sell |
39,212
-11,948
| -23% | -$526K | ﹤0.01% | 1636 |
|
|
2019
Q3 | $2.26M | Buy |
51,160
+2,776
| +6% | +$122K | ﹤0.01% | 1467 |
|
|
2019
Q2 | $2M | Sell |
48,384
-7,541
| -13% | -$311K | ﹤0.01% | 1560 |
|
|
2019
Q1 | $2.16M | Buy |
55,925
+11,603
| +26% | +$448K | ﹤0.01% | 1515 |
|
|
2018
Q4 | $1.68M | Sell |
44,322
-62,746
| -59% | -$2.38M | ﹤0.01% | 1577 |
|
|
2018
Q3 | $5.05M | Buy |
107,068
+29,951
| +39% | +$1.41M | 0.01% | 1124 |
|
|
2018
Q2 | $4.11M | Buy |
77,117
+11,597
| +18% | +$618K | 0.01% | 1195 |
|
|
2018
Q1 | $3.14M | Sell |
65,520
-279
| -0.4% | -$13.4K | 0.01% | 1214 |
|
|
2017
Q4 | $3.15M | Buy |
65,799
+524
| +0.8% | +$25.1K | 0.01% | 1241 |
|
|
2017
Q3 | $3.18M | Sell |
65,275
-13,990
| -18% | -$682K | 0.01% | 1202 |
|
|
2017
Q2 | $3.6M | Sell |
79,265
-20,974
| -21% | -$951K | 0.01% | 1147 |
|
|
2017
Q1 | $4.61M | Buy |
100,239
+20,102
| +25% | +$924K | 0.01% | 1080 |
|
|
2016
Q4 | $3.71M | Buy |
80,137
+38,546
| +93% | +$1.79M | 0.01% | 1120 |
|
|
2016
Q3 | $1.52M | Sell |
41,591
-10,537
| -20% | -$385K | ﹤0.01% | 1488 |
|
|
2016
Q2 | $1.68M | Buy |
52,128
+23,582
| +83% | +$759K | 0.01% | 1393 |
|
|
2016
Q1 | $928K | Sell |
28,546
-7,802
| -21% | -$254K | ﹤0.01% | 1710 |
|
|
2015
Q4 | $1.18M | Buy |
36,348
+18,833
| +108% | +$609K | ﹤0.01% | 1670 |
|
|
2015
Q3 | $505K | Sell |
17,515
-9,293
| -35% | -$268K | ﹤0.01% | 1965 |
|
|
2015
Q2 | $733K | Sell |
26,808
-63
| -0.2% | -$1.72K | ﹤0.01% | 1867 |
|
|
2015
Q1 | $677K | Sell |
26,871
-6,369
| -19% | -$160K | ﹤0.01% | 1880 |
|
|
2014
Q4 | $852K | Buy |
33,240
+3,456
| +12% | +$88.6K | ﹤0.01% | 1794 |
|
|
2014
Q3 | $711K | Buy |
29,784
+744
| +3% | +$17.8K | ﹤0.01% | 1818 |
|
|
2014
Q2 | $713K | Sell |
29,040
-4,164
| -13% | -$102K | ﹤0.01% | 1800 |
|
|
2014
Q1 | $791K | Buy |
33,204
+3,777
| +13% | +$90K | ﹤0.01% | 1775 |
|
|
2013
Q4 | $760K | Sell |
29,427
-10,998
| -27% | -$284K | ﹤0.01% | 1751 |
|
|
2013
Q3 | $812K | Buy |
40,425
+6,264
| +18% | +$126K | ﹤0.01% | 1652 |
|
|
2013
Q2 | $597K | Buy |
+34,161
| New | +$597K | ﹤0.01% | 1720 |
|