MCM
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MAI Capital Management’s WSFS Financial WSFS Stock Holding History

MAI Capital Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.63K Buy
66
+16
+32% +$880 ﹤0.01% 3015
2025
Q1 		$2.59K Hold
50
– – ﹤0.01% 2744
2024
Q4 		$2.66K Buy
+50
New +$2.66K ﹤0.01% 2795