Mercer Global Advisors’s WSFS Financial WSFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
4,269
-261
-6% -$14.4K ﹤0.01% 1968
2025
Q1
$235K Buy
4,530
+160
+4% +$8.3K ﹤0.01% 1882
2024
Q4
$232K Buy
+4,370
New +$232K ﹤0.01% 1890