Royce & Associates’s WSFS Financial WSFS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$416K	Sell	6,354 -2,378	-27%	-$150K	﹤0.01%	719
2025 Q4	$482K	Hold	8,732	–	–	﹤0.01%	707
2025 Q3	$471K	Hold	8,732	–	–	﹤0.01%	713
2025 Q2	$480K	Hold	8,732	–	–	﹤0.01%	715
2025 Q1	$453K	Hold	8,732	–	–	﹤0.01%	736
2024 Q4	$464K	Sell	8,732 -69,436	-89%	-$3.78M	﹤0.01%	769
2024 Q3	$3.99M	Buy	78,168 +55,668	+247%	+$2.88M	0.04%	516
2024 Q2	$1.06M	Hold	22,500	–	–	0.01%	714
2024 Q1	$1.02M	Hold	22,500	–	–	0.01%	723
2023 Q4	$1.03M	Hold	22,500	–	–	0.01%	736
2023 Q3	$821K	Hold	22,500	–	–	0.01%	769
2023 Q2	$849K	Hold	22,500	–	–	0.01%	776
2023 Q1	$846K	Sell	22,500 -10,052	-31%	-$461K	0.01%	782
2022 Q4	$1.48M	Sell	32,552 -9,452	-23%	-$444K	0.02%	695
2022 Q3	$1.95M	Sell	42,004 -12,945	-24%	-$605K	0.02%	629
2022 Q2	$2.2M	Buy	54,949 +7,567	+16%	+$311K	0.02%	650
2022 Q1	$2.21M	Buy	47,382 +34,669	+273%	+$1.8M	0.02%	699
2021 Q4	$637K	Buy	+12,713	New	+$666K	﹤0.01%	860
2021 Q1	–	Sell	-82,689	Closed	-$3.71M	–	1066
2020 Q4	$3.71M	Sell	82,689 -49,900	-38%	-$1.83M	0.03%	608
2020 Q3	$3.58M	Sell	132,589 -267,325	-67%	-$7.55M	0.04%	542
2020 Q2	$11.5M	Sell	399,914 -111,281	-22%	-$2.95M	0.13%	225
2020 Q1	$12.7M	Sell	511,195 -138,900	-21%	-$5.02M	0.17%	157
2019 Q4	$28.6M	Buy	650,095 +29,766	+5%	+$1.3M	0.26%	89
2019 Q3	$27.4M	Buy	620,329 +89,000	+17%	+$3.74M	0.25%	88
2019 Q2	$21.9M	Buy	531,329 +98,254	+23%	+$4.07M	0.2%	129
2019 Q1	$16.7M	Buy	433,075 +128,095	+42%	+$5.33M	0.14%	191
2018 Q4	$11.6M	Buy	+304,980	New	+$12.8M	0.1%	274