Northern Trust’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.9M Sell
635,168
-144,752
-19% -$7.96M ﹤0.01% 1311
2025
Q1
$40.5M Sell
779,920
-29,414
-4% -$1.53M 0.01% 1215
2024
Q4
$43M Buy
809,334
+9,542
+1% +$507K 0.01% 1213
2024
Q3
$40.8M Sell
799,792
-21,399
-3% -$1.09M 0.01% 1164
2024
Q2
$38.6M Sell
821,191
-4,793
-0.6% -$225K 0.01% 1164
2024
Q1
$37.3M Sell
825,984
-65,963
-7% -$2.98M 0.01% 1185
2023
Q4
$41M Sell
891,947
-20,420
-2% -$938K 0.01% 1148
2023
Q3
$33.3M Sell
912,367
-4,119
-0.4% -$150K 0.01% 1204
2023
Q2
$34.6M Buy
916,486
+54,189
+6% +$2.04M 0.01% 1209
2023
Q1
$32.4M Sell
862,297
-13,039
-1% -$490K 0.01% 1231
2022
Q4
$39.7M Sell
875,336
-9,057
-1% -$411K 0.01% 1076
2022
Q3
$41.1M Sell
884,393
-11,699
-1% -$544K 0.01% 971
2022
Q2
$35.9M Sell
896,092
-16,293
-2% -$653K 0.01% 1115
2022
Q1
$42.5M Buy
912,385
+155,996
+21% +$7.27M 0.01% 1142
2021
Q4
$37.9M Buy
756,389
+5,058
+0.7% +$254K 0.01% 1304
2021
Q3
$38.6M Sell
751,331
-15,115
-2% -$776K 0.01% 1291
2021
Q2
$35.7M Sell
766,446
-7,772
-1% -$362K 0.01% 1426
2021
Q1
$38.5M Sell
774,218
-277,818
-26% -$13.8M 0.01% 1333
2020
Q4
$47.2M Sell
1,052,036
-27,591
-3% -$1.24M 0.01% 1117
2020
Q3
$29.1M Sell
1,079,627
-29,135
-3% -$786K 0.01% 1320
2020
Q2
$31.8M Buy
1,108,762
+177,699
+19% +$5.1M 0.01% 1250
2020
Q1
$23.2M Sell
931,063
-3,674
-0.4% -$91.6K 0.01% 1287
2019
Q4
$41.1M Sell
934,737
-27,345
-3% -$1.2M 0.01% 1155
2019
Q3
$42.4M Buy
962,082
+65,309
+7% +$2.88M 0.01% 1102
2019
Q2
$37M Buy
896,773
+91,823
+11% +$3.79M 0.01% 1221
2019
Q1
$31.1M Buy
804,950
+260,693
+48% +$10.1M 0.01% 1338
2018
Q4
$20.6M Sell
544,257
-418
-0.1% -$15.8K 0.01% 1559
2018
Q3
$25.7M Sell
544,675
-5,385
-1% -$254K 0.01% 1584
2018
Q2
$29.3M Sell
550,060
-528,604
-49% -$28.2M 0.01% 1466
2018
Q1
$51.7M Buy
1,078,664
+4,333
+0.4% +$208K 0.01% 972
2017
Q4
$51.4M Sell
1,074,331
-10,338
-1% -$495K 0.01% 959
2017
Q3
$52.9M Buy
1,084,669
+9,981
+0.9% +$487K 0.01% 915
2017
Q2
$48.7M Buy
1,074,688
+75,082
+8% +$3.41M 0.01% 954
2017
Q1
$45.9M Buy
999,606
+19,151
+2% +$880K 0.01% 991
2016
Q4
$45.4M Buy
980,455
+17,385
+2% +$806K 0.01% 948
2016
Q3
$35.1M Buy
963,070
+24,674
+3% +$900K 0.01% 1110
2016
Q2
$30.2M Sell
938,396
-20,491
-2% -$660K 0.01% 1171
2016
Q1
$31.2M Buy
958,887
+6,725
+0.7% +$219K 0.01% 1135
2015
Q4
$30.8M Buy
952,162
+22,364
+2% +$724K 0.01% 1153
2015
Q3
$26.8M Buy
929,798
+8,488
+0.9% +$245K 0.01% 1274
2015
Q2
$25.2M Sell
921,310
-6,137
-0.7% -$168K 0.01% 1404
2015
Q1
$23.4M Buy
927,447
+40,353
+5% +$1.02M 0.01% 1451
2014
Q4
$22.7M Buy
887,094
+3,621
+0.4% +$92.8K 0.01% 1435
2014
Q3
$21.1M Buy
883,473
+43,266
+5% +$1.03M 0.01% 1466
2014
Q2
$20.6M Buy
840,207
+9,450
+1% +$232K 0.01% 1497
2014
Q1
$19.8M Sell
830,757
-25,611
-3% -$610K 0.01% 1574
2013
Q4
$22.1M Buy
856,368
+27,336
+3% +$706K 0.01% 1438
2013
Q3
$16.7M Buy
829,032
+18,036
+2% +$362K 0.01% 1608
2013
Q2
$14.2M Buy
+810,996
New +$14.2M 0.01% 1654